Signals and intent

Stack signals on one account

One signal is a guess. Four pointing the same way is a reason to call today.

Try in Unify

The conversation

Sample accounts and numbers, for illustration
Show me accounts that match four things at once: hiring for revenue operations, running a competitor's tooling, funding in the last six months, and category research on G2.
Unify
4 signal sources · all included
1Pulled open revenue operations roles posted in the last 45 days.
2Detected competitor tooling with install dates, so recent adoptions are excluded.
3Added funding rounds closed in the last six months.
4Layered category and comparison page research from the last 30 days.
Included with Unify
TheirStack · hiring signalsBuyerCaddy · competitor toolingHarmonic · funding roundsG2 · category intent
Your connected data
None. Connect a CRM to suppress existing accounts.

Each signal you add narrows the list. Here is where it lands:

Hiring for RevOps
1,240
plus competitor tooling
410
plus recent funding
168
plus G2 research
34
Accounts remaining as each signal is stacked

34 accounts is a week of proper work, not a list you skim. Unify's own research puts reply rates roughly twice as high when four or more signals stack on one account.

Which of the 34 should I work first, and what is the angle?
Unify

Ranked by how recent the signals are, since timing is what makes a stack worth acting on.

AccountNewest signalThe angle
Merridian SystemsG2 comparison page, 2 days agoActively comparing. Lead with the difference, not the category.
Northwind LabsRevOps role posted, 6 days agoNew owner arriving. Offer the 90-day view.
Orrick MaterialsSeries B closed, 3 weeks agoBudget exists. Tie the competitor's limits to their growth plan.

The full 34 are ordered the same way in Unify.

Show me two more stacks. First, ICP accounts that raised a round in the last six months, increased their ad spend since and are hiring for sales. Second, accounts running a competitor's tool that showed intent in the last 30 days and have a new leader in the team we sell to.
Unify

Two different stacks, same idea. For growth: funding narrows the ICP to 620, ad spend up since the round leaves 210, and sales hiring leaves 57. The newest signal orders them.

Raised in the last 6 months
620
plus ad spend up since
210
plus hiring for sales
57
Accounts remaining as each growth signal is stacked

Top of the 57: Merridian Systems, Series C in March, Meta spend up 140% since August, four AE roles posted last week. The angle is the sales team the round is paying for, and the tooling it will need before the reps start.

For competitor intent, eleven accounts match all three. They already pay a competitor, they are looking around, and there is someone new to ask.

AccountCompetitor toolIntent in the last 30 daysNew leader
Northwind LabsSalesloft, since 2024Pricing page, three visitsRevOps Director, started six days ago
Halden RoboticsOutreach, since 2023G2 comparison against usVP Sales, started in August
Lumen FreightSalesloft, since 2025Category research on G2Head of Sales Ops, announced, not started

Tooling and install dates come from BuyerCaddy and BuiltWith, intent from Unify Intent and G2, the new leaders from PredictLeads. A new leader plus a competitor tool is a review waiting to happen. The visit says when.

Set this up as a play that runs weekly.
Unify

Here is the play. Review it before you switch it on.

Trigger
Every Monday, any account newly matching three or more of the four signals, with the fourth checked before enrollment.
Then
Find the revenue operations owner and one exec sponsor, verify their email, and write a first touch that names the newest signal.
Guardrails
Caps at 40 accounts a week. Skips anything with an open opportunity or a touch in the last 30 days. Drafts queue for your approval, and the first batch always waits for you.
How you will know
Reply rate on four-signal accounts against your normal outbound, and meetings booked per 100 enrolled. I can report both weekly.

Stacking the signals, with and without Unify

One signal is a guess. Four pointing the same way is a reason to call today.

Without UnifyWith Unify
Each signal lives in its own tool, so nobody sees the account matching all fourFour conditions are read together, so the account that matches all of them is visible
A single match is enough to start a sequence, and most of those are wrongYou can watch the list narrow as each condition is added
Thousands of accounts match something, which is much the same as none of them matteringThousands become a number one person can work in a week
Running it again means remembering to, and doing the whole thing by handThe same conditions become a weekly play with a cap, exclusions and drafts that wait

Start from this prompt

Make it your own in Unify, then review the results.

Starting promptEdit in Unify

Show me accounts that match four things at once: hiring for the team we sell to, running a competitor's tooling, funding in the last six months, and category research in the last 30 days.

Try in Unify

What else you can ask for

The walkthrough is one path through this workflow. These are the turns people take most often.

How it changes by who you sell to

Software
Hiring, tooling and category research stack cleanly, and G2 adds the shortlist. Ask for all four as written, or swap in funding plus rising ad spend plus sales hiring to catch companies entering growth mode, and rank accounts by how recent the newest signal is.
Financial services
Compliance hiring and vendor disclosures replace tech detection. Ask for job posts naming the incumbent and for disclosures that mention a replacement, in place of the tooling signal.
Healthcare
System replacements and departmental hiring are the strongest pair. Ask for an EHR or revenue-cycle change plus hiring in that department, and drop the funding signal.
Media
Funding and campaign launches carry more than hiring does. Ask for a round or a launch plus category research, and treat hiring as a tie-breaker.
Manufacturing
Tooling and hiring travel well; funding matters less for established plants. Ask for the tooling and hiring pair at a named site, and count a facility investment in place of a round.
Professional services
Category research and a partner hire together are the strongest pair. Ask for firms reading your category plus a lateral hire in the practice you serve, and drop the tooling signal.
Setup

Connect what this workflow uses

Each guide covers the connection, what Unify reads and writes, and what to check before the first run.

Try it with your own market in mind

Start from the prompt above, change the criteria to your segment, and keep asking. Review every output before it goes anywhere.

Questions about this workflow

Which four signals does it stack?

Hiring for the team you sell to, a competitor's tooling, funding in the last six months, and category research, from TheirStack, BuiltWith, Harmonic and intent data.

Why require all four?

One signal is common; four at once is rare and usually means a decision is in motion. The list is short and worth working by hand.

Can I use three instead of four?

Yes. Drop the one that does not apply in your market, such as funding for established manufacturers.

Do I need to connect intent data?

Research intent is included, with 6sense and Demandbase among its sources. Connect G2 to add your own on top.

Can I stack a different four, like funding, ad spend and hiring?

Yes. Name the signals you want and the window for each. Harmonic and Dealroom carry funding, Adyntel carries ad spend, TheirStack carries hiring, and BuiltWith and BuyerCaddy carry the tooling, so growth mode and competitor intent are both four signals Unify can require at once.