🤖 AI for Account Managers

Know Which Customers Will Buy Next

Unlock Signals monitors public data across your accounts and tells you who to call, what to say, and when to say it. New account managers get up and running in minutes — just add your accounts and the first briefing arrives tomorrow at 7 AM.

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WHO TO CALL TODAY — June 29, 2026
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📊 PORTFOLIO VITAL SIGNS
6 accounts tracked │ 3 likely to buy │ 2 at risk

🟢 Dutch BrosJust raised Series C. Call expansion VP.
🟡 Sutter HealthNew CTO hired. Schedule intro meeting.
🟡 Hackensack MeridianHiring surge: 12 new sales roles. Upsell opportunity.
🔴 InvistaLayoffs announced. Check in with champion.

🎯 YOUR CALLS TODAY
1. Dutch Bros — reach out to expansion team
2. Hackensack — prepare upsell deck for new territories
3. Invista — contact re: new CEO priorities

The Full Signal-to-Meeting Pipeline

From raw data to a scheduled meeting — entirely AI-powered, always human-approved.

1

📡 Signal Detection

Our AI monitors 10,000+ sources every night — news, SEC filings, job postings, funding databases, social media, and press releases — scanning every account in your portfolio.

2

🧠 AI Analysis & Prioritization

Each signal is classified (growth, funding, hiring, exec change, partnership, risk) and scored 0-100. Companies ranked by revenue opportunity, not alphabetically.

3

📋 CRM List & Account Segmentation

Accounts are automatically organized into HubSpot CRM lists by priority tier (🟢 Expansion, 🟡 Monitor, 🔴 Risk). Custom properties track score, next step, and signal type.

4

✍️ AI Drafts Outreach

For every high-priority signal, the AI generates a complete outreach package: email draft, LinkedIn message, and meeting ask — each personalized to the signal and persona.

5

✅ Human Approval

Nothing is sent automatically. Every email, LinkedIn message, and meeting request is reviewed and approved by you. You can approve, edit, or reject any action.

6

📤 Automated Execution

Once approved: email is sent, CRM task is created in HubSpot, and the outreach is logged. LinkedIn drafts are provided for manual sending.

7

📅 Smart Scheduling

When a prospect replies, the AI checks your calendar availability, proposes 2-3 meeting times, and creates the calendar invite — all after your final approval.

What We Look For

We scan 10,000+ sources every night to find these signals in your accounts.

🟢 BUYING SIGNAL

Funding & Growth

Your customer raised money. Budget just opened up. New teams need tools. This is your #1 expansion trigger.

🟢 BUYING SIGNAL

New Executive Hires

A new VP of Sales or CTO just started. They're evaluating the stack. Reach out before a competitor defines the conversation.

🟢 BUYING SIGNAL

Hiring Surges

Job postings doubled in a month. More people means more seats, more departments, more potential for your product.

🔴 CHURN RISK

Layoffs & Restructuring

Budget reviews are happening. Proactively protect the relationship before the cancellation email arrives.

🔴 CHURN RISK

Competitor Activity

A competitor just launched in your account's space. Your champion may be evaluating alternatives. Get in front of it.

🟡 NEXT STEP

Acquisitions & Partnerships

Your account bought a company. New stakeholders, new needs, new vendor consolidation risk — or a massive expansion opportunity.

Built for the Way Account Managers Work

Not another dashboard. A daily briefing that tells you exactly who to call.

🎯

Know Who's Ready to Buy

Accounts ranked by buying likelihood, not alphabetically. Your morning starts with the one call that matters most.

🧠

What to Say, Not Just What Happened

Every signal comes with a specific seller action — not a news headline. "Call the new VP of Sales" beats "Acme hired someone."

✍️

AI Drafts Your Outreach

Email, LinkedIn, and meeting ask drafts generated for every signal. Each draft is context-aware, referencing real headlines from the company.

Human-in-the-Loop Approval

Nothing goes out without your okay. Review, edit, or reject any outreach. The AI executes only after you greenlight.

📋

HubSpot CRM Sync

Accounts automatically organized into priority lists with custom properties. Tasks created on approval. Signals enrich your existing CRM data.

📅

Calendar-Powered Scheduling

When a prospect says yes, the AI checks your availability, proposes times, and creates the calendar invite. From signal to meeting in minutes.

🔒 Built on Trust

Your portfolio data is yours. We just read the public internet so you don't have to.

🔐
No passwords stored
👁️
You approve before any outreach
🚫
We never sell your data
🔒
TLS 1.3 encryption

Full Privacy & Security Policy →

Simple Pricing

Pay for the accounts you track. No surprises, no hidden fees.

Starter

$99/mo

Up to 10 accounts

  • Daily AI-powered scans
  • Prioritized buying signals
  • Churn risk detection
  • Morning inbox briefing
  • AI-drafted outreach templates
  • Email support
Start Free Trial

Enterprise

Custom

Unlimited accounts

  • Everything in Growth
  • Multi-user team access
  • API access & webhooks
  • Custom CRM integrations
  • Automated approval workflows
  • Custom outreach templates
  • Dedicated support & SLAs
Contact Sales

Start Knowing Who to Call Tomorrow

14-day free trial. No credit card needed. Cancel anytime. New AMs are productive by day 2, not week 8.

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Questions? contact@unlocksignals.com