Fundz for Sales Reps, AEs, and Sales Leaders

A complete blueprint for B2B sales reps, account executives, SDRs, and SMB sales leaders using Fundz to find accounts in buying mode — through real-time funding signals, exec hires, hiring surges, and product launches that signal budget and intent.

The job to be done

The hardest part of B2B sales isn't the pitch — it's finding accounts in buying mode at the moment they decide to look. Funding rounds bring budget. New executives bring fresh decision-making. Hiring surges bring scaling pain that vendors solve. Acquisitions bring integration spend.

Fundz turns those events into a daily inbox: 5–10 ICP-matched companies that just triggered a buying signal, with verified contacts and AI-scored Buyer Intent. The reps who hit quota are the ones who reach those accounts the same day, before the inbound floods in.

Who this playbook is for

• SDRs and BDRs — top-of-funnel volume work. High-velocity prospecting against a signal-anchored daily list. The Daily Leads Inbox is your home.
• Account Executives — mid-funnel qualification, demos, and closes. Smaller, more targeted Watchlists. Signal-driven re-engagement on stalled deals.
• Sales Leaders (SMB) — territory planning, team enablement, ICP refinement. Use Fundz to set hiring direction, calibrate quotas, and identify pattern shifts in your market.

Quick start — first 30 minutes

Step 1: Configure notifications

Visit /account/email-notifications and verify Daily Email Alerts is on. Event types that matter most for sales: Funding Rounds, Executive Hires, Acquisitions, Product Launches. Keep these on; toggle off Crowdfundings, Form D, and SEC 8-K (mostly relevant to wealth/M&A).

Step 2: Save three Mandates

Pick the three most relevant Mandates from the Mandate setups section based on your sub-variant. SDRs need broader filters; AEs need targeted ones; Sales Leaders need territory-wide views.

Step 3: Build your Watchlist

Open /watchlist and start adding companies. Volume varies by sub-variant: SDRs build fast to 100–200 (volume game), AEs build a tighter 30–75 of named accounts, Sales Leaders track 50–100 strategic accounts plus territory leaders.

Step 4: Connect your CRM

Visit /account/connectors and connect HubSpot or Salesforce (Pro+). Fundz auto-syncs leads to your CRM so you don't double-enter. See CRM sync section below for routing setup.

How Fundz fits your workflow

Fundz is a signal-intelligence platform: real-time funding rounds, executive hires and departures, M&A, contracts, product launches, and workplace sentiment shifts, paired with verified ICP-scored contacts and 200 mobile direct dials per month on the Strategic plan.

For sales work, Fundz is your morning prospecting list and your re-engagement trigger system. The Daily Leads Inbox surfaces 5–10 AI-scored ICP matches each morning. The Buyer Intent Score on each company's Deep Dive page (0–100 ML) is your triage tie-breaker. Mobile direct dials get you past gatekeepers. Engage drafts signal-anchored DMs that reply 4–6x cold.

Signals and what they mean for you

Funding rounds (the budget signal)

Browse on /fundings. The cleanest budget signal in B2B sales: a company that just raised has fresh capital and active vendor evaluation cycles for the next 90 days.

• SDR/BDR: Series A and Series B raises in your ICP are your bread and butter. Reach out within 14 days of close. Use the deal size and lead investor as personalization hooks.
• AE: Funded accounts already in your CRM should trigger same-day re-engagement notes. Funding is your strongest reason to re-open a stalled deal.
• Sales Leader: Watch funding patterns in your territory monthly. Spikes in one vertical mean it's time to shift team focus.

Executive hires (the new-buyer signal)

Browse on /executives. New executives in their first 90 days are evaluating tools and rebuilding stacks. Especially relevant when the new hire is the buyer for your category.

• SDR/BDR: A new VP/CMO/CRO in your buyer band is your highest-priority outreach trigger. Reach out at the 30-day mark when they're scoping vendor changes.
• AE: If your buyer at a stalled account leaves, pause that deal. If a new buyer arrives, restart the conversation with a "congrats + here's what your predecessor was evaluating" angle.
• Sales Leader: Pattern signal — a wave of new CMOs in your vertical means budget and tooling decisions are being remade.

Hiring surges (the scaling-pain signal)

Companies posting 8+ open roles in 14 days are scaling fast and feeling the operational pain that vendors solve. Visible on Hiring Intel and on Companies on the Move. Especially relevant for sales tools, ops tools, infrastructure, and HR/talent platforms.

Acquisitions (integration spend)

Browse on /acquisitions. Both the acquirer and the acquired company go through tooling consolidation in the first 6 months. Some incumbents lose; some gain expansion. Both are sales opportunities.

Product launches (your-customer's-customer signal)

If you sell to a category and a target launches a new product, that's expansion-cycle signal. New products bring new GTM motions, new marketing spend, and new operational tooling needs.

Tech stack signals (Hiring Intel)

The Hiring Intel module surfaces tech_stack_signal — technologies mentioned in job postings. Useful for technical sales (DevOps, AI/ML, observability, security): a company posting for "Snowflake engineer" is probably a Snowflake customer with adjacent tooling needs.

Daily workflow

7:30 AM ET — Daily Leads Inbox

Your Daily Brief email lands with 5–10 ICP-matched companies. Open the Daily Leads Inbox in-app and triage: 70+ Buyer Intent Score = same-day outreach; 50–70 = research first; below 50 = add to Watchlist for later.

9 AM ET — Same-day outreach window

For high-priority signals, click into the Deep Dive page (/companies/[id]), copy the verified buyer's mobile (Strategic) or email, and send a personalized DM via Engage by 10 AM. Speed wins competitive deals — if you're third inbound, you've already lost.

Midday — Watchlist scan + CRM sync check

Five-minute scan of /watchlist for new triggers on tracked accounts. Verify CRM sync is firing — new leads from Fundz should appear in HubSpot/Salesforce within 15 minutes.

End of day — Tomorrow's prep

For follow-ups due tomorrow morning, queue them in your sequencer now. Top-of-inbox controls first impression — a recovery message landing 12 hours after a weak one performs better than the same message 24 hours later.

Mandate setups by sub-variant

For SDRs and BDRs

For Account Executives

For Sales Leaders (SMB)

Watchlist strategy

Sub-variant guidance:

• SDR/BDR: 100–200 watched accounts. Volume game — you're casting a wide net for fresh signals to act on. Prune monthly: drop accounts with zero signals in 90 days.
• AE: 30–75 watched accounts. Tighter list of named opportunities and target accounts. Track for the signals that re-open conversations: funding, new buyer, expansion hiring.
• Sales Leader: 50–100 watched accounts — mix of strategic accounts, territory leaders, and competitor displacements you want to track.

Notification configuration

Alerts to enable

• Daily Brief email: on. The morning prospecting list.
• Event Summaries (daily) for Funding + Executives: on. These are your two highest-leverage signal types.
• Slack notifications (if your team uses Slack): on for Funding events. Real-time Slack pings on funded accounts in your territory let you beat competing inbound.

Alerts to skip

SEC 8-K filings, Crowdfundings, Form D, Watchlist Aging Alerts — mostly relevant to wealth, recruiter, and M&A personas. Toggle off to reduce noise.

Mobile push (FCM)

For AEs handling priority accounts: enable mobile push on your saved filter for "events at my CRM open opportunities." That gives you a real-time alert when a deal you're working triggers a fresh signal.

CRM sync

HubSpot

Connect at /account/connectors (Pro+). Fundz auto-syncs leads to HubSpot contacts, deduping against existing records. New companies appear with the trigger event tagged in a custom property.

Salesforce

Connect via OAuth or manual Connected App key/secret (Pro+). Same auto-sync behavior — new leads appear with trigger context. Custom field mapping is configurable in the connector settings.

Routing recommendations

For SDR/BDR teams: route Fundz-sourced leads to a dedicated "Fundz Sourced" lead status with a 24-hour SLA. For AE territories: route into the AE's account list if matched against their CRM accounts. Pattern: "Funded today" leads should bypass standard nurture and hit the rep within the day.

Outreach templates

Funding round (cold first touch)

New executive (re-engagement)

Hiring surge (scaling pain)

Acquisition integration

Power-user tactics

Buyer Intent Score

Every company's Deep Dive page shows a 0–100 ML Buyer Intent Score. Use as your tie-breaker: 70+ jumps the queue for same-day outreach; 50–70 is researched-then-pursued; below 50 goes to Watchlist for later. Strategic users see the top SHAP factors explaining the score — useful for the personalization angle in your DM.

Mobile direct dials (Strategic, 200/mo)

Click the mobile-reveal pill on any verified contact for direct dial. Mobile beats email on response rate by 3–5x for senior buyers. Use sparingly — 200 per month is generous but not unlimited. Reserve for high-Buyer-Intent-Score accounts or stalled deals you're trying to revive.

Companies on the Move panel

On the dashboard, this panel ranks companies by composite recent activity (funding + hiring + product launches). Use for prospecting outside your saved Mandates — especially companies hitting multiple signals simultaneously.

Trends page (Pro+)

/trends shows time-series funding and hiring volume by location and industry. Useful for Sales Leaders quarterly: if your territory's lead vertical is decelerating, it's time to shift team focus to a growing one.

Cross-mandate priority

When a company appears in two of your Mandates simultaneously (e.g., recent funding AND new buyer hire), that's your highest-priority outreach. The dual-trigger pattern compresses the buying window dramatically — same-day outreach beats next-week by a wide margin.

What success looks like at week 4

• 3 Mandates running daily
• Watchlist sized appropriately to your sub-variant (100–200 SDR / 30–75 AE / 50–100 Sales Leader)
• 15–25 same-day outreach attempts per week (SDRs higher; AEs lower but more targeted)
• 3–5 qualified discovery calls per week from cold outreach (SDR) or 1–2 stalled-deal re-opens per week (AE)
• CRM populated with Fundz-sourced leads tagged with trigger events

The Day-1 indicator that the platform is working for you is the response rate on signal-anchored outreach. Healthy: 8–15% reply rate (SDR cold) or 25–40% reply rate (AE re-engagement). If you're below those bands, your DMs are too generic — let Engage anchor on the specific signal.

Common mistakes

• Treating funding signals like a one-time blast. A funded company stays in buying mode for 60–90 days. If you didn't connect on day 1, follow up at day 30 with a different angle.
• Ignoring the Buyer Intent Score. The score is the cleanest single triage signal. 70+ jumps the queue.
• Generic DMs. "Saw your funding" is generic; "Saw the $X round led by [investor]" is specific. Engage drafts off the actual signal — let it.
• Not connecting CRM. Manual lead entry from Fundz to CRM kills your day. Connect HubSpot or Salesforce on day one.
• Mandates filtered by job title only. "VP Sales" in a 5-person company isn't your buyer. Layer in employee-count and funding-stage filters.
• Watchlist too narrow (AEs). Below 30 watched accounts and the long-tail trigger loop won't produce. Build to at least 30 named accounts.
• Skipping Strategic if you're outbound-heavy. Mobile direct dials at 200/mo plus full Deep Dive intel materially raise SDR/AE conversion. The Pro tier limits per-month volume that high-velocity reps will hit.

Troubleshooting

My Daily Leads Inbox is empty or thin

Your Mandates are too narrow. Loosen the industry filter or expand the funding stage range. Aim for each Mandate returning 5–15 results per week. Email support if you can't get above 5 after widening.

CRM sync isn't firing

Verify the connector status at /account/connectors. HubSpot tokens occasionally expire and need re-auth. For Salesforce manual setup, double-check the consumer key/secret and the API user permissions. New leads should appear in CRM within 15 minutes — if it's longer, check the connector logs.

Mobile direct dial is greyed out

Strategic-tier feature. Check your plan and confirm you haven't hit the 200/month cap. Each click decrements one credit; cached lookups (same contact within 30 days) don't count.

Buyer Intent Score seems off for my ICP

The score is calibrated against your saved targeting profile (industry, employee size, role band). If the score consistently misranks your accounts, refine your targeting at /account — specifically the ICP and buyer-titles fields. Strategic users see the top SHAP factors and can tune from there.

Engage drafts feel off-tone

Add 3–5 voice samples at /engage/setup. Engage learns your tone from past outreach you paste in. Below 3 samples it will feel generic; above 5 the marginal value drops.

I'm hitting too many "no" auto-responses or out-of-office

Tighten your buyer-title filter so you're hitting actual decision-makers. SDRs hitting "Director of X" at 500-person companies will rarely see active engagement — that buyer band requires committee selling. Either narrow to SMB or move up to VP/C-level for the same-day-outreach motion to work.

Bonus: the Partner Program

Sales leaders who recommend tools to their peers and clients can join the Fundz Partner Program. Your network gets a discount, you get rev-share on conversions. Email john@fundz.net to discuss terms.