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How to go from trial to closed deal
Turn signal data into AI-personalized outreach that hits exactly when interest is peaking.
In cold outreach, timing is everything.
The best moment to reach out isn’t when someone downloads a whitepaper or visits your pricing page - it’s when they’re actively using your product.
That’s where real-time product signals come in.
These signals - like completing onboarding, activating a feature, or inviting teammates - give you live insight into which leads are truly engaged and potentially ready for a conversation. We collaborated with Hyperengage to bring you top tips on how to leverage in-product signals to optimize your cold outreach.
Let’s dive in!
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What are real-time product signals?
Real-time product signals are data points based on what users are doing inside your product. For example:
A trial user logs in three days in a row
They start using a core feature like analytics or integrations
They invite a colleague to join their workspace
Each of these actions tells you something: they’re exploring, getting value, and potentially close to making a buying decision.
Traditional lead scoring often relies on static attributes like job title or company size. Those are useful - but they don’t reflect intent. Real-time signals show you what matters most: who’s actually leaning in.
Matt and his team at Hunter have conducted a major study in April surveying decision makers in cold email to understand what works and what doesn't. In this webinar we’ll cover key insights from their survey and Salesforge’s findings on the best practices for cold email in 2025. An absolute can’t miss!
How to capture these signals
This is where Hyperengage plays a key role. It lets you define what “sales readiness” looks like based on user activity, and then automatically sends alerts to your sales team - in Slack, your CRM, or via email - the moment that behavior happens.
Their latest article does a great job explaining how it works and which signals to track.
Why it works
When you reach out because of something a lead just did in your product, you:
Increase reply rates (because the timing makes sense)
Have more relevant conversations (because you know what they care about)
Waste less time chasing unqualified leads (because you’ve seen real intent)
You’re not guessing. You’re aligning your outreach to their actual journey.
Best practices for signal-based outreach
If you want to get started with real-time signal-driven outreach, here’s how to do it well:
Define meaningful signals – Work with product and sales to identify which behaviors correlate with conversions.
Connect your tools – Use Hyperengage to surface signals, and sync those with Salesforge using tags, custom fields, or automated workflows.
Personalize beyond the name – Reference what the lead actually did (“noticed you used X feature”) to show real awareness.
Test and iterate – Try different cadences, timing delays, and copy variations using Salesforge’s A/B testing capabilities.
Maintain sender health – Don’t let volume get ahead of deliverability. Use Warmforge to warm up and protect your domains and inboxes.
Build your stack around buyer intent
When you combine Hyperengage’s ability to surface real-time usage data with Salesforge’s ability to personalize and automate outreach, you create a sales motion that’s precise, relevant, and scalable.
You’re not just sending more emails - you’re sending smarter ones.
If your leads are using your product today, don’t wait until next week to follow up. Use their behavior to start a timely, relevant conversation - and let the tools do the heavy lifting.
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