A useful trigger dossier begins with a dated public event and shows the full reasoning path from source evidence to account relevance.
Record the event before interpreting it
Begin with one named account and one observable change. Capture the source URL, publisher, publication date, event date, exact entity, and a short factual description. Funding, hiring, a product launch, a vendor change, an acquisition, or a new operating mandate can create a research lead. The event itself does not establish that anyone intends to buy.
Salesforce describes these company changes as sales event triggers because they can create a timely opening for a relevant conversation. Preserve that conditional language. Record what changed, which operating function it affects, and when the evidence should be checked again. Separate the source's statement from your interpretation so another reviewer can reproduce the judgment.
Test the trigger against a fixed offer
Write the offer as a bounded exchange with a buyer, input, finished output, price range, delivery period, and disqualifiers. Then ask whether the observed event creates the specific input condition the offer requires. A new executive may matter for an operating handoff service, while the same hire may have no bearing on a research package.
Clay's Launch plan includes job-change, promotion, hiring, and company-news signals, which demonstrates an established software category for finding changes. Signal access still leaves the central judgment unresolved. The dossier must show the causal connection to the offer, list contrary facts, and mark the account as proceed, monitor, or hold.
Connect evidence to people and proof
Map stakeholder functions from public role evidence and the buyer's permissioned relationship context. Distinguish the likely operating owner, technical evaluator, budget authority, affected user, and existing relationship. Titles can suggest responsibility, but they cannot prove private priorities, influence, or willingness to meet. Mark every uncertain role as a hypothesis for buyer review.
Account Trigger Dossier is operated by Reality Contact, LLC. The finished record connects the event, fit judgment, stakeholder hypotheses, existing proof, and three decision-relevant questions. The buyer decides whether the account belongs in the set and owns every contact action. Research findings support preparation within the named sources and dates; they do not verify intent or forecast an outcome.
Where the service stops
Reality Contact, LLC provides bounded public-source account research and meeting preparation. It does not establish buyer intent, obtain restricted data, give legal or compliance advice, impersonate anyone, contact accounts, operate credentials, or promise replies, meetings, purchases, or commercial outcomes. The buyer selects accounts, approves offer-fit judgments, checks relationship and compliance constraints, chooses whether to contact anyone, sends every message personally or through an authorized team, and uses the dossier in the meeting. This research and preparation service does not replace the buyer's legal, privacy, compliance, relationship, sales, or account-selection judgment. Account events, roles, and fit judgments apply only to the named sources and review dates; all contact, meetings, representations, and follow-up remain with the buyer.
Sources: Salesforce guide to sales event triggers; Clay pricing and signal features.