A Complete Example
One realistic company taken through the whole loop, from Product setup to a sent message.
This walks one fictional company through the entire pipeline so you can see what each step actually produces.
The company
Northstar sells revenue forecasting software to finance teams at B2B SaaS companies. They have one SDR and a sales-focused founder. They want a working book, not another cold list.
1. Product
Northstar enters their domain. CatchIntent reads the site and drafts the Audience. After review:
Self
- Domain:
northstar.io - One-liner: "Revenue forecasting that replaces spreadsheet models for B2B SaaS finance teams."
- Competitor domains:
mosaic.tech,pry.co
Fit
- Industries: B2B SaaS
- Headcount: 50–500
- Geographies: US, CA, UK
- Funding stage: Series A and later
Path
- Roles: VP Finance, Head of FP&A, CFO, Director of Finance
- Seniority: Director and above
Signals (enabled)
- Funding, Job change, Hiring, ICP search
Specific beats broad. "Finance people at software companies" would return noise. This Audience won't.
2. The book builds
Within minutes, accounts start landing in Northstar's book. Each one has at least one live signal and at least one lead attached.
The first row at the top:
Lumen Logistics — Fit: High • Timing: 86
Signals stacked:
- Funding (3d ago) — closed a $24M Series B last week.
- Hiring (1d ago) — opened two FP&A roles.
This is a textbook stack: budget arrived, the function Northstar serves is scaling, and the fit is exact.
3. The lead
Inside Lumen Logistics, the strongest lead is the right person:
Lumen Logistics closed a $24M Series B last week and is hiring FP&A. Priya owns the finance stack.
Hi Priya, congrats on the Series B. Scaling forecasting through a raise is usually where spreadsheet models start to crack. We help SaaS finance teams move that into something the whole team can trust. Worth a quick look?
Warmth is high because the fit is exact (VP Finance, right size and industry) and the signal portfolio is fresh and strong (funding + hiring within the week).
4. Outreach
Northstar's SDR opens the account, sets state to Working, opens Priya, tightens one line of the opener, and sends from their own LinkedIn account with the browser extension. The lead status moves to Reached out.
If Priya does not reply, a short follow-up goes out three days later. Whatever happens, the account state updates as Northstar works it — Working stays put until it moves to Won or Dismissed.
That is the whole loop. The only manual work was reviewing the message and pressing send.