Strategies
Every discovery strategy an agent can run, what it finds, when to use it, and what it needs.
Each strategy looks for a different reason to reach out. An agent can run several at once. Turn on the ones that fit how your buyers actually behave.
Priority order
Signals are not equal. CatchIntent works the stronger ones first, so when your daily allowance fills it fills with the best leads available, not whatever ran first.
| Tier | Strategies | Why |
|---|---|---|
| Strongest | Job changes, Funding | A specific person at a specific moment |
| Strong | Hiring | The right company with a clear reason |
| Lighter | Competitor, LinkedIn keyword, X keyword, Influencer | Paying attention to the category, not yet saying they buy |
| Baseline | ICP search | Right profile, no timing. Steady volume between stronger signals |
A good starting set for most teams: Job changes, Funding, Hiring, and ICP search. These work well on a solid ICP alone. Add the engagement strategies once your competitors and keywords are sharp.
Job changes
Finds: someone in an ICP role who recently moved companies.
Example: "Maria moved from Director of RevOps at Acme to VP Sales at Beta last week."
When to use: almost always. A new leader re-evaluates tools in their first quarter, so this is one of the strongest signals.
Needs: accurate ICP roles. Without role targeting it returns anyone who changed jobs.
Funding
Finds: ICP people at companies that just raised a round.
Example: "Acme closed a $12M Series A. New budget and an unsettled tool stack."
When to use: when a raise means budget for what you sell. Strong for tools bought with new funding.
Needs: ICP roles, so it returns the decision-maker at the funded company rather than anyone there.
Hiring
Finds: ICP people at companies hiring for roles your product supports or replaces.
Example: "Beta is hiring three SDRs and a Sales Ops Manager."
When to use: when a company scaling a function is a buying signal for you. The deal cycle is often slower than Job changes or Funding.
Needs: the roles your product affects (not the roles you sell to) configured on the agent. See Tuning Agents.
Competitor engagement
Finds: people reacting to or commenting on a competitor's posts.
Example: "Sam commented 'we looked at this last quarter' on a competitor's post."
When to use: when your competitors post and their audience overlaps with your buyers.
Needs: a focused competitor list in the brand profile. Broad competitors make this noisy.
LinkedIn keyword discussions
Finds: people posting on LinkedIn about the keywords you track.
Example: "Jay asked, best tool for outbound that also does intent?"
When to use: when buyers describe your problem in their own words on LinkedIn.
Needs: keywords that match how buyers talk, not category words. See Brand Info.
X keyword discussions
Finds: the same as LinkedIn keyword discussions, on X.
Example: a post on X about switching away from a tool you replace.
When to use: when your buyers are active on X. It works best paired with LinkedIn keyword discussions for fuller coverage, and is the lightest signal on its own. Review quality after a couple of weeks.
Needs: the same keyword set. You can keep a separate X keyword list if buyers phrase things differently there.
Influencer engagement
Finds: people engaging with specific industry voices you choose.
Example: someone commenting on a well-known operator's post about the problem you solve.
When to use: only when you know specific voices your buyers actually follow. Otherwise it mostly surfaces other sellers.
Needs: named influencer profiles in the brand profile.
ICP search
Finds: people who match your ICP, with no event attached.
Example: "Head of Sales at a 50 to 200 person SaaS, no signal yet."
When to use: as steady baseline volume to keep the team fed between stronger signals. Do not treat it as intent; it is a static profile match.
Needs: a tight ICP. This is the strategy where a loose ICP hurts most.