Case study

The Signal Engine.

Advisory and services50 target accountsPrincipal led

Every engagement this firm sells is triggered by a public event: a merger, a restructuring, a consolidation. Those events are announced weeks before anyone picks up a phone about them. Reading them across fifty accounts every week is a job nobody in the firm has. This is the operator we install to do it.

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Company profile
Representative profile · client anonymised
OperationPrincipal led advisory firm selling a high value engagement to corporate clients
BookAbout 50 named target accounts · some active, most dormant, each worth a six figure engagement on the right timing
TeamThe founder sells · one associate supports delivery, and nobody is paid to do research
StackCRM · a paid data subscription covering one trigger type · email · the founder's memory
The challenge

The account moved in public. Nobody told him.

The trigger is public, dated, and free to read. The problem is that reading it, across fifty accounts, every week, costs more hours than a founder who is also selling and delivering will ever have. So the book gets checked the way every book gets checked, which is not at all until a meeting appears on the calendar.

Then one account gets twenty minutes of frantic research and the other forty nine keep moving in the dark. The news arrives eventually, through the network, six weeks late, by which point two other firms have already been in the room. Buying another subscription does not fix it either. A subscription pushes one kind of trigger with no view on whether it matters to this business, and a feed is just one more thing to read.

Systemic patterns
50+named accounts competing for one person's attention
16+ hrsa month to check that book by hand at twenty minutes an account
1 of 50accounts researched before a meeting, chosen by whoever emailed most recently
1trigger type covered by the paid subscription, unranked and unfiltered
Weeksbetween an event being announced publicly and the firm hearing about it
The build

One operator reading the whole book, every week.

Built around this firm's own account list and its own definition of a good trigger, which we write down together during the audit. It reads public sources on a schedule, discards almost everything, and produces a short ranked brief with the source on every line.

Continuous sweep of the full book

Every named account swept on a schedule, not when somebody remembers. News, filings, hiring activity, and the company's own public posts across a rolling 90 day window, so a move made three weeks ago is still caught rather than missed forever.

Scoring through your commercial lens

Each candidate event is graded 0 to 100 against what this firm actually sells, with a written reason and a confidence level. A generic tool cannot do this, which is why it sends everything. Get the lens backwards and a strong signal reads as bad news.

Net new discovery

The same engine runs against the profile of company this firm sells to, not just the named list. That is where the account nobody had heard of shows up, doing exactly the thing that makes it a client, eleven days ago.

Sourced briefs

Every ranked hit says what happened, why it matters to this firm, what the play is, and where the claim came from. The principal clicks through and reads the original. Nothing has to be believed on the software's word.

Weekly brief · sample rows3 of 52 accounts moved
Restructuring88scoreApr 07
Account moved a core function to a lower cost region and confirmed it publicly.
Why it matters. The work leaving is the work that filled capacity they still hold, which is exactly the position your engagement resolves. The play. Open on the cost of what they no longer need, ahead of their next decision point.
Source · company announcement
Not on your list76scoreJun 03
A company outside the book fits the profile and just made the move.
Why it matters. Not in your CRM, not on anyone's radar, and it matches the profile of your last three engagements. The play. This approach is not cold. It is timed to something they announced themselves.
Source · filing and job postings
Implementation

Four weeks, audit to live.

Week 1 · AuditThe last several won engagements walked backwards to define what a real trigger looks like for this firm. The watch list built from the firm's own accounts.
Week 2 · BuildCollectors and the reduction layer built. Public sources wired, and the noise dropped in code before anything reaches the scorer.
Week 3 · ShadowScoring tuned against accounts the principal already knows well. Ranked output compared with his own judgment until the two agree.
Week 4 · LiveWeekly brief delivered, net new sweep running alongside the named book, and the paid subscription reviewed against what the build now covers.
Results
50+
Accounts read and ranked weekly
from 1 before a meeting
90 days
Lookback per account, every sweep
from whatever search returns
0 to 100
Every event scored against your lens
from an unranked feed
100%
Ranked lines carrying the original source
from take our word for it
10 min
The principal's weekly read
from 16 hours a month
30 days
Audit to live operator
guaranteed
× What it never does
  • Never sends outreach on its own. It hands over a ranked list and stops there
  • Public sources only, named on every brief. No private data and no scraped personal profiles
  • Never fills a gap it cannot source. When the definitive data sits behind a paid database, the brief says so
  • Never inflates a quiet week. If nothing moved, it says nothing moved, because a report that always looks busy is a report nobody can trust
A note on the numbers. This is a representative build and the client, the sector, and the accounts have been removed at the client's request. The sample brief above is illustrative. Book size, lookback window, scoring range, and the source link on every line are properties of the build itself.
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