Named account trigger radar
Skill zapier/gtm-cheat-codes/skills/sales-revops/named-account-trigger-radar
A field guide for go to market teams using coding agents. Installable skills for campaign planning, CRM context, customer proof, and reviewable agent workflows.
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What its author says it does
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Identify named accounts with timely buying or expansion signals and recommend next actions.
SKILL.md
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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
- Define the account pool and separate new-logo, recovery, and expansion motions.
- Gather company-approved evidence first, then add public triggers when useful.
- Score accounts based on actionability, recency, fit, and next-step clarity.
- Return a short ranked list, not a generic market summary.
- Label weak or stale evidence rather than forcing a recommendation.
Zapier MCP And SDK Role
- Use Zapier MCP to read CRM, account lists, approved account 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.