Start with an observation
Keep the underlying observation precise: a Shopify theme changed, a WooCommerce store added subscriptions or a merchant moved platforms. A visible change is a starting point for research, not proof of budget or an active buying process.
Check the connection to your offer
A premium theme upgrade may be relevant to a design agency, but inspect the implementation before proposing work. An app installation may matter to a complementary vendor. If the connection to your offer is weak, keep researching or move on.
Write from context
A useful first message can state the observed change, offer a specific perspective and ask a relevant question. Keep uncertainty visible. Do not imply access to private intentions or information the source does not establish.
Define what happens next
Set an owner for each signal and a clear review step. Preserve the source and observation date so the next person can assess the evidence. Track whether your process produces useful conversations, rather than counting every detected change as an opportunity.
- Verify the source and observation date.
- Check account fit and the connection to your offering.
- Separate facts from your interpretation.
- Choose a proportionate next step.