← All playbooks
Prospecting • SDRs & AEs

Funded SaaS research

Conductor flags the funding news, pulls exec commentary, and hands the rep an opener, proof, and CRM-ready recap—everything stamped with approvals so leadership sees the coverage.

Best for
Tier 1 SaaS accounts
Time to run
< 2 min
Outputs
Brief + opener + CRM note
Signals it watches
  • •Series A/B/C announcements picked up from press releases or investor posts
  • •Executive LinkedIn activity about hiring, expansion, or GTM priorities
  • •Website updates around pricing, packaging, or product launches
Outputs you get
  • Funding brief

    One-pager highlighting why now is the moment to reach out, with links to primary sources.

  • Multi-channel opener

    Email and LinkedIn copy tailored to the buyer’s title and funding stage.

  • CRM package

    Note, task, and attachment pushed to the opportunity so RevOps sees proof.

Workflow steps
Step 1

Capture the signal

Listen for funding alerts across News, Crunchbase, and LinkedIn, then surface them with approvals on.

Step 2

Build the account brief

Assemble team structure, recent wins, and growth thesis into a punchy summary.

Step 3

Draft executive outreach

Generate an email + InMail opener referencing why the timing matters to their role.

Step 4

Log receipts

Sync the signal, talking points, and next action back to Salesforce with the audit trail attached.

Want this playbook in your org?

We'll walk through the workflow live, install it in your environment, and leave you with approvals-on automation tied to pipeline.

Book a working sessionTry the side panel