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7 min readMarcus Rodriguez, Senior SDR

How a Top B2B SDR Books 22 Meetings/Week With Trigger Event Research

SDR WorkflowTrigger EventsOutbound

Most SDRs spray and pray. I built a trigger event machine that tells me exactly which companies are in active buying mode right now.

Here's the technical breakdown of how I went from 8 meetings/week to 22 meetings/week by automating trigger signal detection.

The Insight: B2B Buying Has Predictable Patterns

Unlike consumer sales, B2B has forcing functions:

  1. Business requirement shows up (funding, expansion, new exec hire)
  2. Companies scramble to solve it in 60-90 days
  3. They start evaluating vendors
  4. Whoever reaches them first (with relevant context) wins the deal

The problem? How do you identify which companies just hit the forcing function?

The 4 Signals Framework

After 18 months of outbound, I've identified 4 signals that predict active buying with 87% accuracy:

Signal 1: Job Postings for Key Roles

What to look for:

  • Roles related to your product category posted in last 30 days
  • Job descriptions mentioning pain points you solve
  • Leadership roles (VP, Director) in relevant departments

Why this matters: Companies hire for functions before they start evaluating tools. If the job posting is < 45 days old, they're 3-6 weeks away from vendor evaluation.

Automation setup:

Every Monday morning:
→ Conductor scrapes LinkedIn Jobs + company career pages
→ Filters for relevant role postings
→ Cross-references with ICP fit (50-500 employees, B2B SaaS)
→ Outputs 40-60 target accounts

Signal 2: Series A/B Funding Announcements

What to look for:

  • Raised $10M+ in last 90 days
  • Press release mentions "enterprise expansion"
  • Investor quotes saying "scale" or "growth"

Why this matters: Post-funding, companies immediately focus on enterprise readiness. They need to upgrade infrastructure, processes, and tools. I've found that 67% of Series A+ companies start evaluating new vendors within 90 days of funding.

Automation setup:

Daily trigger:
→ Conductor checks Crunchbase API for new funding rounds
→ Filters for B2B SaaS, $10M+ raises
→ Scrapes press release for "enterprise" or "scale" mentions
→ Auto-drafts personalized email: 
   "Congrats on the Series B. As you move upmarket, 
    [your solution] is likely on your roadmap—let's discuss."

Signal 3: Key Website Changes

What to look for:

  • New /enterprise or category-relevant pages
  • Product updates or new feature announcements
  • Case studies or customer pages launched

Why this matters: These pages get built during expansion initiatives. If a company just published relevant content in the last 30 days, they're actively addressing market needs.

Automation setup:

Weekly monitoring:
→ Conductor visits all ICP companies' key URLs
→ Checks for new pages or significant updates
→ If new page detected → flags as "Hot Lead"
→ Drafts email: "Noticed you just launched [page]—
   seems like [pain point] is on your roadmap?"

Signal 4: Competitor Reviews Mentioning Pain Points

What to look for:

  • Prospects reviewing competitors
  • Mentions of specific pain points you solve
  • 1-3 star reviews about missing features

Why this matters: If a prospect is complaining about a specific gap in their current tool, they're shopping for alternatives. This is the highest-intent signal.

Automation setup:

Daily scrape:
→ Conductor monitors G2 reviews for competitors
→ Extracts reviewer company + LinkedIn profile
→ Flags reviews mentioning your key differentiators
→ Drafts email: "Saw your G2 review about [competitor] 
   lacking [feature]—let me show you how we handle this."

The Workflow: Monday Morning Batch Process

Every Monday at 9am, Conductor runs my "Trigger Event Scan":

Step 1: Aggregate All Signals

→ Check LinkedIn Jobs for relevant postings (40-60 companies)
→ Check Crunchbase for new funding (10-15 companies)
→ Check website changes (5-10 companies)
→ Check G2 reviews for pain point mentions (15-20 companies)

Output: 70-100 accounts with at least one signal

Step 2: Multi-Signal Prioritization

Conductor scores each account:
- 1 signal = 3 points
- 2 signals = 10 points (non-linear boost)
- 3+ signals = 25 points (immediate outreach)

Why non-linear scoring? A company with 2+ signals has a 5× higher meeting rate than a company with 1 signal. I prioritize multi-signal accounts ruthlessly.

Step 3: Auto-Generate Personalized Emails

For each account, Conductor drafts an email that references the specific signals:

Example (2 signals: funding + job posting):

Subject: Series B → [Role] hire → infrastructure timeline?

Hi [Name],

Congrats on the $25M Series B (saw the TechCrunch announcement). Also noticed you're hiring a [Role]—usually means [initiative] is 6-8 weeks out.

Most companies at your stage hit scaling challenges fast. Want to walk through how we help [solve problem]?

We've helped 500+ companies navigate this exact phase. Let me show you the playbook.

[Calendar link]

Conversion rate: 41% reply rate, 28% meeting rate (vs 6% for generic templates)

Step 4: Sequence Setup in Outreach

Day 0: Send personalized email
Day 2: LinkedIn connection request (if no reply)
Day 4: Follow-up email (shorter, 2 sentences)
Day 7: "Breakup" email (assume they're not interested)

Key insight: Because these are high-intent triggers, I keep sequences short. If they don't reply in 7 days, they're probably not in active evaluation mode.

The Results: 90 Days of Data

Metric Before Automation After Automation
Accounts researched/week 25 85
Personalized emails sent/week 40 120
Reply rate 9% 38%
Meeting rate 4% 18%
Meetings booked/week 8 22
Time spent on research 12 hrs/week 2 hrs/week

Why This Beats Traditional Outbound

Traditional SDR workflow:

  1. Buy a list of "500-employee B2B SaaS companies"
  2. Send generic email: "Do you have SOC 2?"
  3. Get 3% reply rate
  4. Complain that cold email is dead

My workflow:

  1. Auto-identify companies showing active buying signals
  2. Reference the exact signal in the first sentence
  3. Get 38% reply rate
  4. Book 22 meetings/week

The difference: I only reach out to people who are already thinking about compliance. I'm not creating demand—I'm capturing demand at the perfect moment.

Recording the Skill (10 Minutes)

Here's how I turned this into a repeatable skill:

  1. Opened Conductor
  2. Clicked "Record Skill"
  3. Manually ran through the 4-signal check for one account (Retool)
  4. Stopped recording
  5. Named it "Compliance Trigger Scan"

Now every Monday, I click the skill button, and it runs the entire scan across 500+ ICP accounts in parallel.

Time to results: 8 minutes (vs 12 hours manually)

Advanced Tips: Multi-Threading Signals

Once you have the basic workflow, here are 3 advanced techniques:

1. Layered Triggers (Signal Stacking)

Setup:

If account has 3+ signals:
→ Send email + LinkedIn message same day
→ Tag as "Hot Lead" in Salesforce
→ Alert AE immediately

Why this works: Multi-signal accounts have 8× higher close rates. Don't treat them like normal leads.

2. Negative Signals (De-Prioritization)

Setup:

If company already has SOC 2 (check their /security page):
→ Remove from target list
→ Flag for renewal outreach in 12 months

Why this matters: I used to waste 20% of my outreach on companies that were already certified. Now I auto-filter them out.

3. Champion Tracking

Setup:

When someone replies positively:
→ Conductor adds them to "Compliance Champions" list
→ Monitors if they change jobs (via LinkedIn)
→ Auto-alerts me when they join a new company

Real example: A prospect who ghosted me at Company A joined Company B 6 months later. Conductor auto-notified me. I reached out with "Congrats on the new role—ready to bring [our solution] to [Company B]?" We closed the deal in 3 weeks.

What This Unlocks: Predictable Pipeline

Before this workflow, my pipeline was random. Some weeks I'd book 12 meetings, other weeks 4.

Now it's mechanical:

  • 85 trigger accounts identified → 120 emails sent → 45 replies → 22 meetings

The secret: I'm not selling to random people. I'm intercepting buyers who are already in-market.

Try This Workflow

If you sell anything with a forcing function (compliance, security, legal, tax), you can replicate this:

  1. Identify your 4 forcing function signals
  2. Build Conductor skills to auto-detect each signal
  3. Run the scan weekly (or daily for high-volume teams)
  4. Prioritize multi-signal accounts
  5. Personalize emails around the specific trigger

Expected lift: 2-3× more meetings in the first 30 days.


About the author: Marcus Rodriguez is a Senior SDR at a high-growth B2B SaaS company, where he's consistently been the #1 meeting setter for 6 consecutive quarters. He previously ran outbound at a Series A startup and now advises early-stage companies on SDR playbooks.