Sample Intent Signals
See exactly what buyers receive. Real signal format, real verticals, real actionable intelligence — delivered via API or dashboard.
Beacon Wealth Advisors is switching portfolio management platforms
CTO at Beacon Wealth Advisors ($2.1B AUM, 850 client households) has filed vendor evaluation documents and attended competitive platform demos. Current contract terminates in 45 days. RFP process initiated.
Recommended Actions
Submit RFP response with AUM-specific pricing
Deadline: 48 hours
Arrange reference call with similar AUM firm
Deadline: 5 days
Provide data migration guarantee
Deadline: 7 days
Deal Estimate
Confidence Score
Sources
Pacific Coast Medical Group is exploring EHR migration
IT leadership at Pacific Coast Medical Group (28 providers, 6 clinics) has attended two EHR vendor webinars this month. Current system contract renewal is in Q3. Job posting for "EHR Implementation Specialist" went live last week.
Recommended Actions
Reach out with migration readiness assessment
Deadline: 5 days
Offer complimentary workflow assessment
Deadline: 10 days
Connect with reference customer in similar practice size
Deadline: 14 days
Deal Estimate
Confidence Score
Sources
Sunrise Senior Living is evaluating HVAC system replacement
Facilities director at Sunrise Senior Living (12 locations, Southeast US) has been researching commercial HVAC systems extensively. Maintenance contract with current provider expires in 60 days. Multiple vendor comparison searches detected.
Recommended Actions
Schedule energy audit for their largest facility
Deadline: 72 hours
Send senior living HVAC compliance checklist
Deadline: 5 days
Connect with regional sales rep in Atlanta market
Deadline: 7 days
Deal Estimate
Confidence Score
Sources
Thompson & Associates is evaluating practice management software
Managing partner at Thompson & Associates (45-attorney firm, Denver) has been demoing legal practice management platforms. Firm recently merged with a 12-person boutique and needs consolidated case management. Budget discussions detected in Q2 planning docs.
Recommended Actions
Send merger integration case study
Deadline: 5 days
Offer free data migration assessment
Deadline: 10 days
Schedule demo with managing partner
Deadline: 14 days
Deal Estimate
Confidence Score
Sources
Meridian Manufacturing is comparing solar panel vendors
Decision-maker at Meridian Manufacturing (450 employees, $82M revenue) has requested proposals from 3 qualified vendors in the past 14 days. Building permit filed for roof structural assessment at their Phoenix facility.
Recommended Actions
Send case study: manufacturing facility solar ROI
Deadline: 48 hours
Request intro via mutual connection at AZ Chamber
Deadline: 5 days
Prepare custom proposal based on facility square footage
Deadline: 7 days
Deal Estimate
Confidence Score
Sources
DataFlow Inc. is researching observability platforms
VP Engineering at DataFlow Inc. (Series B, 120 employees) has been evaluating observability and APM solutions. Team has signed up for three free trials in the past 30 days. Engineering blog post mentions "monitoring debt" as a priority.
Recommended Actions
Send competitive comparison sheet
Deadline: 5 days
Offer extended enterprise trial
Deadline: 7 days
Connect with DevOps champion via engineering community
Deadline: 10 days
Deal Estimate
Confidence Score
Sources
Great Lakes Fabrication is exploring MES solutions
Operations manager at Great Lakes Fabrication (200 employees, $45M revenue) has attended an industry webinar on manufacturing execution systems. Early research phase with no vendor engagement detected yet.
Recommended Actions
Add to nurture campaign with MES educational content
Deadline: 7 days
Send industry benchmark report
Deadline: 14 days
Invite to upcoming manufacturing technology summit
Deadline: 21 days
Deal Estimate
Confidence Score
Sources
Pinnacle Property Group is evaluating CRM platforms
Director of Sales at Pinnacle Property Group (commercial brokerage, 35 agents, 3 offices) has been researching real estate CRM platforms. Current spreadsheet-based pipeline is causing deal tracking issues. Two vendor demos completed.
Recommended Actions
Send commercial real estate CRM comparison guide
Deadline: 5 days
Offer personalized demo with commercial workflows
Deadline: 7 days
Provide ROI assessment for deal tracking automation
Deadline: 10 days
Deal Estimate
Confidence Score
Sources
Midwest Mutual is seeking claims automation vendor
VP Claims at Midwest Mutual (regional carrier, 500K policyholders) has published an RFI for claims processing automation. Board approved $2M digital transformation budget in Q1. Three finalists expected by month end.
Recommended Actions
Submit RFI response highlighting carrier-specific features
Deadline: 48 hours
Arrange actuarial team reference call
Deadline: 5 days
Prepare POC scope for top 3 claims workflows
Deadline: 7 days
Deal Estimate
Confidence Score
Sources
Vertex Financial Services is researching SIEM solutions
CISO at Vertex Financial Services (mid-market bank, 1,200 employees) has been attending SIEM vendor webinars and downloading comparison whitepapers. Regulatory audit scheduled for Q3 may be driving urgency. No vendor engagement yet.
Recommended Actions
Send compliance-focused SIEM buyer guide
Deadline: 7 days
Add to financial services security nurture track
Deadline: 10 days
Offer pre-audit readiness assessment
Deadline: 14 days
Deal Estimate
Confidence Score
Sources
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All signals are FCRA-compliant. Marketing intent only. Not for eligibility determination.