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Opportunity Intelligence Engine

Strategic proposal

From market signals to prioritized commercial action.

A system that identifies which companies became relevant to OTS, explains why, and recommends the next best sales action.

Prepared by Shipyard · July 2026
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1. The Goal

Detect relevant signals

Continuously monitor target companies and detect meaningful commercial changes.

Determine service relevance

Identify whether ODC or Recruiting Services are most relevant.

Deliver prioritized opportunities

Give Sales evidence-backed recommendations and a clear next action.

The objective is not another contact database. It is a reliable answer to: who should OTS contact now, why, and with which offer?
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2. What’s Already Strong

Clear targeting & signals

Well-defined ICP, service-specific triggers, and configurable filters.

Historical tracking

Track what changed over time rather than relying on one-time snapshots.

Transparent evidence

Every signal links back to a source, detection date, and original value.

Human review

Sales or Account Management makes the final decision before outreach.

The foundation is strong. The opportunity is to make the decision logic more systematic, explainable, and commercially useful.
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3. Core MVP + Enhanced Intelligence

Mandatory MVP baseline
Import company list
Monitor ATS and career pages
Track jobs and historical changes
Calculate ODC and Recruiting scores
Find decision-makers, export, notify, and support human review
+
Recommended decision layer
Interpret signal combinations
Score Fit, Intent, Reachability, and Confidence
Detect the commercial situation
Recommend the best OTS play and next action
Use HubSpot outcomes to improve prioritization
The proposed approach preserves all mandatory MVP requirements in sections 15–17, while adding a structured commercial decision layer that makes the scores more actionable for Sales.
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4. From Specified Workflow to Enhanced Decision Layer

What’s specified
Commercial signals
ODC / Recruiting scoring
Evidence + outreach angle
Sales review
Recommended enhancement
Verified signals
Commercial situation detection
ODC / Recruiting relevance + opportunity quality
Recommend the next action + next action
The specification already defines what the system should detect. The recommendation focuses on how those signals become commercial decisions.
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5. Decision Engine in Action

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Verified signals

  • Series B raised
  • Engineering roles: 4 → 14
  • New VP Engineering
  • First hiring in Poland
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Interpret the opportunity

Rapid engineering expansion after funding
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Scoring

ODC relevance86
Recruiting relevance61
Fit88
Intent91
Reachability76
Confidence94
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Decision

87
Priority A
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Recommend the next action

ODC Expansion

Offer an embedded engineering team in Poland.

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Sales action

Contact VP Engineering

Personalized outreach using verified evidence.

The score prioritizes the opportunity. The interpretation explains it. The play tells Sales what to do next.
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6. Scoring Framework

Service relevance

Which OTS service is relevant?

ODC ScoreDelivery offer relevance
Recruiting ScoreRecruiting support relevance
Opportunity quality

Is this lead actionable?

FitRight company for OTS?
IntentStrong need now?
ReachabilityRight decision-maker accessible?
ConfidenceEvidence fresh and reliable?
Final output

Priority + Recommended Play

One clear commercial recommendation backed by transparent rules and sources.

Initial scoring remains rule-based and fully explainable. Over time, HubSpot outcomes can be used to refine the weights.
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7. Key Recommendations

Relative hiring pressure

Compare hiring volume with company size and estimated engineering headcount.

Signal combinations

Detect named buying scenarios, not isolated facts.

CRM reactivation

Prioritize existing accounts and dormant prospects with new buying signals.

Sales feedback loop

Use accepted, rejected, replied, meeting, won, and lost outcomes to improve prioritization.

Do not only score signals. Interpret and score the business situation they create together.
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8. Engineering & Compliance Principles

Licensed & authorized

Use official ATS endpoints, licensed providers, and public sources only.

GDPR-first

Minimize personal data, document lawful sourcing, and control retention.

No access bypass

No scraping behind authentication, CAPTCHA bypassing, or security circumvention.

Auditable

Every fact, score, and recommendation links back to evidence.

Modular

New sources and scoring rules can be added without redesigning the system.

Human-in-the-loop

Sales remains responsible for the final outreach decision.

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9. How the System Works

SourcesATS, career pages, funding, leadership, existing HubSpot data
Collect and verifyUse approved sources, verify data, and remove duplicates
Track changes over timeTrack what changed, when it changed, and why it matters
Detect signalsHiring, funding, expansion, leadership, and location changes
Interpret the opportunityTurn signal combinations into a commercial situation
Score and prioritizeODC / Recruiting relevance + opportunity quality
Recommend the next actionWhy now, who to contact, and what OTS should offer
Send to HubSpot / SalesReview, assign, and decide whether to outreach
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10. Technology & Tools

FunctionRecommended approach
Signal sourcesStart with public ATS feeds and company career pages. Add funding, leadership, news, and other licensed sources where they improve decision quality.
Contact discoveryCompare Juicebox and Apollo during the pilot based on coverage, accuracy, authorized access, compliance, and cost.
Central data storeUse a managed database to keep companies, jobs, signals, history, evidence, contacts, and scores in one place.
Automation & integrationsUse n8n plus custom application logic where needed for scheduled updates, notifications, exports, and integrations.
CRMKeep HubSpot as the commercial operating layer and final destination for qualified opportunities.
NotificationsSlack or email for exceptional events and high-priority opportunities.
Outreach executionKeep human approval in the first version. Retain HeyReach for LinkedIn if useful; assess email or multichannel tools only after the outreach strategy is agreed.
Selection principle: choose tools after testing them against OTS’s real target accounts—not from feature lists alone.
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11. Filters, Exclusions & Configuration

Qualification rules

Exclude before scoring

  • Existing OTS customers
  • Companies already in active communication
  • Outsourcing and recruitment agencies
  • Non-product companies
  • Blacklisted companies and domains
  • Irrelevant countries or company sizes
Configurable without code

Business-owned settings

  • Target countries and industries
  • Company size range
  • Target titles and keywords
  • Scoring weights and thresholds
  • Refresh frequency
  • Exclusion and blacklist rules
  • Priority ATS platforms and sources
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12. Delivery Plan

Deliverable

Production-Ready Internal Web Application

Full MVP
  • Deployed and ready for use by the OTS team
  • Internal interface for reviewing qualified companies
  • Transparent evidence, scores and recommended outreach angles
  • Exports and notifications integrated into the agreed workflow
Outcome: one operational system for discovering, qualifying and routing sales opportunities.
Implementation

Architecture Delivered End to End

  • Source collection: websites, ATS platforms, vacancies, funding and leadership signals
  • Processing: normalization, history, change detection and duplicate prevention
  • Intelligence: engineering classification, ODC Score, Recruiting Score and reasoning
  • Enrichment: 1–3 relevant contacts for qualified companies
  • Delivery: Google Sheets, Fibery or agreed CRM, plus high-priority notifications
Acceptance: measured against the MVP Acceptance Criteria defined in this proposal.
Timeline & Delivery

6–8 Weeks

From kickoff to production handover
  • Build, configure and test the full workflow
  • Validate against at least 500 companies
  • Production deployment and basic monitoring
  • Documentation and handover session
  • Timeline assumes timely access, feedback and integration credentials
Scope changes or unavailable third-party data sources are assessed separately.
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13. Investment & Next Step

Full MVP — Fixed Investment

OTS Opportunity Intelligence Engine

$4,500
6–8 weeks

50% upon project kickoff · 50% upon final delivery.

External data-provider, API or software subscription costs are excluded and require OTS approval before purchase.

Included

Complete implementation of the agreed MVP

Includes the internal web application, end-to-end architecture, scoring and evidence layer, contact enrichment, agreed exports and notifications, production deployment, documentation and handover.

The fixed price is based on the workflow and acceptance criteria defined in this proposal. Material additions or scope changes will be agreed separately before implementation.

Deliver a production-ready internal application that turns fragmented hiring signals into prioritized, explainable sales opportunities for OTS.

1Automated daily signal collection.
2Transparent scoring and qualification.
3Qualified leads delivered into the sales workflow.