named-account-trigger-radar git:20260514.cfa1c35A

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---
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.