THE INTELLIGENCE FILTER

Intent ≠ Readiness.
Weight Signals Until They’re Actionable.

Topic surges create false positives—students, job seekers, and low-intent research. We weight signals by source reliability and buyer-fit so activation happens only when the window is truly open. We implement this as CRM fields, routing rules, and a weighting rubric—so the system behaves consistently.

PLATFORM ON (6sense / Demandbase)
  • Thresholds configured in platform; reason codes enforced in CRM
  • Suppress existing opps/customers to avoid cycle conflict
  • Reconcile 3rd-party intent with 1st-party proof (site/email)
  • Write back "Readiness Stage" + Reason Codes to CRM workflows
PLATFORM OFF (CRM/MAP First)
  • Build first-party readiness scores from web and meeting signals
  • Add fit overlays (firmographic + technographic) to engagement
  • Install SDR feedback loops to adjust weights weekly
  • Create lightweight cohort baselines to validate scoring lift

The End of Premature Activation

Most stacks treat intent as a green light. That’s how you end up with SDRs calling noise while real buyers are buried in the same surge.

Activation = An account crosses a threshold within a defined window (e.g., 14 days) + has a Reason Code + a Next-Best Action.

BEFORE: Surge → SDR queue
AFTER: 1P proof + fit + recency + reason code → SDR action

// REASON_CODE_SAMPLES

CodeTriggerNext Step
RC12Pricing + ROI Asset (14d)Send Implementation Plan
RC072+ Roles + Demo (10d)Book Intro + Multi-thread

Activation Governance

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Recency Windows + Decay

Every signal has a half-life. Yesterday’s pricing visit matters; last quarter’s webinar doesn’t. Decay keeps SDR actions current.

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Buying-Committee Momentum

Score jumps when multiple roles engage within 10 days—because single-thread interest rarely closes.

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Source Reliability Weights

First-party actions outweigh co-op surges. Third-party intent is directional; first-party evidence is dispositive.

VIEW PROTOCOL →
GOVERNANCE_ARTIFACT_04

Negative Filters + Suppression

Careers, competitors, and active opportunities reduce or block activation so Sales doesn’t waste cycles.

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GOVERNANCE_ARTIFACT_05

Activation Threshold Governance

Central rules define what triggers SDR routing or sequencing—sharing one definition of “ready.”

VIEW PROTOCOL →

The Readiness Rubric (What Triggers Action)

We install the infrastructure required to turn raw surges into actionable sales sprints.

Deliverable: Signal weighting rubric (weights + reason code logic)
Deliverable: Activation thresholds by segment (Owner + SLA + Route Rule)
Deliverable: Decay window spec (half-life rules by signal type)
Deliverable: Negative filters + exclusions checklist (careers/vendors/customers)

Stop Chasing Noise.
Start Weighting Readiness.