named-account-trigger-radar ยท diff
git:20260508.c9acf38 to git:20260514.cfa1c35
6 added, 0 removed. Audit A to A.
---
name: named-account-trigger-radar
description: Identify named accounts with timely buying or expansion signals and recommend next actions.
---
# 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 internal 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.