named-account-trigger-radar

Named Account Trigger Radar

Use this skill to decide which named accounts sales or marketing should work now, why they are timely, and what action should happen next.

Workflow

1. Define the account pool and separate new-logo, recovery, and expansion motions.
2. Gather company-approved evidence first, then add public triggers when useful.
3. Score accounts based on actionability, recency, fit, and next-step clarity.
4. Return a short ranked list, not a generic market summary.
5. Label weak or stale evidence rather than forcing a recommendation.

Zapier MCP And SDK Role

• Use Zapier MCP to read CRM, account lists, approved account signals, public research, and collaboration context.
• Use Zapier SDK for scheduled account watchlists, account-priority logging, and approved owner notifications.
• Keep CRM updates and outbound recommendations human-reviewed.

Guardrails

• Do not recommend accounts solely because they are large.
• Do not fabricate ownership, intent, or titles.
• Use absolute dates for trigger recency.