Intent signals

Your buyers tell you they're in-market. Your system throws it away.

A pricing view, a guide download, a third visit in a week — most of it lands as an anonymous spike on a dashboard and disappears. That isn't a demand problem. It's a system problem.

The Intent Signals System: signals in, captured as an intent custom object, rolled into a weighted intent score, then turned into an AI-generated followup, with outcomes feeding back
How a raw signal becomes a scored, contextualized, revenue-ready conversation.
01 · Capture

Every signal becomes a CRM record with type, source, timestamp and weight — not a pageview that fires once.

02 · Score

One weighted, time-decayed number per account, rolled up across everyone at the company.

03 · Contextualize

AI reads the record — which pages, how often, how recently — and drafts the message around it.

04 · Convert

A threshold crossing routes the account, fires the alert and starts the SLA clock automatically.

01 · The foundation

The intent custom object

Intent data goes to waste because it has nowhere to live: a pageview is an event that fires once and is gone. We model intent as a first-class custom object in your CRM — the same way you model deals, contacts and companies.

Why it matters

Because intent is structured data instead of a fleeting event, it can be scored, reported on, automated against and fed to AI. Everything else in the system sits on this object.

  • Signal typePricing view, demo request, high-intent page, content download, repeat visit, third-party intent hit.
  • SourceWeb, marketing automation, product, or a third-party provider (6sense, Clearbit and the like).
  • Timestamp & recencyWhen it happened, so scoring weights recent behavior heavily and decays old signals.
  • Signal weightHow much this action actually indicates buying intent — a pricing visit outweighs a blog read.
  • AssociationsLinked to the contact and rolled up to the company, so account-level intent is visible instantly.
Intent Signal 1 record per signal
Signal typePricing view
SourceWeb → CRM
Timestamp2026-07-29 10:14
Signal weight+15
Assoc. contactDana Whitfield
Assoc. companyNorthwind Systems
Decay / recencyTime-weighted (×1.0)
Rolls up toAccount intent score
Durable, queryable, permanently associated. Nothing is lost.
Records created on this account, last 7 days
MonSun
02 · The prioritization layer

The intent score

A pile of signal records is still noise until someone can answer one question: who is worth acting on right now? Toggle the signals below and watch the score, the band and the routing rule change.

Select signals on the account — changes the raw score
Recency — changes the time-decay multiplier
The arithmetic

Bands: Cold 0–34 · Warm 35–69 · Hot 70+. Weights and thresholds are calibrated against your own closed-won history, not ours.

0Cold
What the system does at this score

03570100
What the score changes
Without an intent score
  • Reps guess who to chase.
  • High-intent visitors go cold before anyone notices.
  • "Marketing leads are bad" vs. "sales is slow" — unresolvable.
  • Intent lives in five disconnected tools.
With the intent score
  • Reps work the hottest accounts first, every day.
  • Threshold crossings trigger follow-up in minutes.
  • One shared, objective measure of readiness.
  • One number, on the record, visible to everyone.
03 · The conversion layer

AI-generated, signal-aware followups

Knowing an account is hot is half the job; saying the right thing is the other half. The AI reads the actual signals on the record and writes the follow-up around them.

Signal stage — changes the drafted follow-up
Draft · pulled live from the intent object Warm

Subject:

Reps approve and send instead of writing from scratch, so speed-to-lead holds even at volume.

References the real behavior

"Noticed your team hit the pricing page three times this week" — not "hope you're well."

Matches message to intent stage

A first content download gets a different message than a repeat pricing visit or a demo request.

Carries the positioning

Every draft ties observed behavior to the outcome the prospect is chasing — on-brand, on-message.

Ready to send, built to scale

Generated the instant the signal fires, queued to the owner with the record attached.

The queue

What a rep opens on Monday morning

One list, sorted by score. Nobody has to be watching a dashboard for the system to work.

In-market accounts · this week
Scored accounts 312 Hot crossings 24 Median speed-to-lead 11 min
Account Top signal (last 7d) Intent score Next action

Illustrative data. In production this is a CRM view built on the intent object — no separate tool to log into.

Where you actually stand

Intent maturity, banded

Bands from JayOh engagements across B2B SaaS between $5M and $50M ARR. Find your row, then find your column.

Metric Weak Acceptable Strong
Signals captured as records<25%25–70%>90%
Accounts carrying a live score<10%10–50%>80%
Speed-to-lead on a Hot crossing>24 hrs1–24 hrs<15 min
Followups citing real behavior<5%5–30%>70%
Score-to-won correlation reviewedNeverAd hocEvery quarter

Two Weak rows is a routing and capture problem, not a demand problem. Three or more and the score would be untrustworthy even if you built it tomorrow.

The math

What the signals you're dropping are worth

Put in your own numbers. Every line of the arithmetic stays visible so you can check it against your CRM.

Accounts crossing Hot / month
Worked within the hour today
Average ACV
Close rate (%)
Conversion lift assumption — changes the opportunity math

Lift = the difference in opportunity-creation rate between a Hot account worked inside an hour and the same account worked days later. Pick the band you believe.

Arithmetic
Annual revenue left on the table

This is your money, not our fee. The signals are already firing — the only variable is whether anything catches them.

The result

One connected system, not four disconnected tools

Capture

Every signal as structured data on the record.

Score

One number your team can act on today.

Contextualize

AI turns the signal into the message that lands.

Convert

Outcomes feed back, so the weights keep sharpening.

See where your pipeline is leaking intent.

We'll map your intent signals, score them against your closed-won history, and show you the followups that convert. Nothing to install before the call.

Book the intent audit