Keywords · 15 min setup
Spot switching conversations while they are fresh
Some posts provide unusually useful market context: someone asking what else is available, describing a current problem, or announcing a switch. This playbook watches for that language and evaluates authors alongside engagers.
Or skip the setup and just ask
“Find people posting about switching away from legacy CRM tools this week”
The agent runs this playbook conversationally — it searches, shows samples, and starts recurring watches only when you confirm.
Spot switching conversations while they are fresh
The same source-backed workflow, configured for this playbook.
Your relevance loop
- Discover
- Preview
- Watch
- Review people
- 5Refine fit
- Maya K.RevOps lead · B2B SaaSStrong match
- Priya S.Head of Growth · fintechPossible match
- Dan R.Founder · servicesStrong match
The steps
- 1
Build a keyword watch around switching language
Create a keyword watch with a boolean query — up to six keywords with AND/OR/NOT, e.g. “CRM AND (alternative OR switching OR migrating) NOT hiring”. Start narrower than feels natural: one clear watch beats three vague ones.
- 2
Add an AI filter in plain language
Boolean catches the words; the AI filter catches the meaning. Add a sentence like “keep only posts where the author is frustrated with a tool they currently use — not vendors promoting alternatives.” It runs on every matching post before anyone reaches your list.
- 3
Evaluate authors as people
The author of “anyone else struggling with this?” provides richer context than a reaction alone. Authors from keyword watches show up in People with a match decision and the original post.
- 4
Review strong matches while the context is current
Turn on strong-match alerts if timing matters. Decide whether the right next step is simply learning from the thread, joining it helpfully, or using the optional source-grounded draft.
Why it works
Public switching language gives you a timely view of the problems and alternatives the market is discussing. Repeated patterns can sharpen positioning, research, and seller attention without assuming a post equals an active buying process.
Run this playbook on your market
Sign up free and run it yourself — your ideal customer, your first watches, and the evidence you want to keep in view. Or book twenty minutes and we'll set it up together.