Step 1: Set up intent signals
Step 1 is still the same regardless of team size — you’ll want to set up intent signals. One thing that we find with larger teams is that it’s often your top reps (AEs, SEs, BDRs, SDRs) that have the best idea about what a great intent signal could be, so be sure to source ideas from the crowd or teach some of your reps how to make them! There’s nothing more empowering for a team than feeling like they have control and can iterate themselves — Koala makes this easy!Step 2: Plan your Slack channels
Step 2 is where things get a bit more interesting. I’m going to assume one sample GTM org structure, which is hopefully sufficiently complex that it explains all concepts:- A mid-market / commercial team (covering AMER)
- An enterprise team (covering AMER)
- A strategic team (covering AMER)
- A vertical EMEA team (covering all segments)
- A vertical APAC team (covering all segments)
Step 3: Make audiences to support each channel
Next, you’ll need to make audiences that explain which accounts should go into each channel. You can do this by going to the Accounts tab https://app.getkoala.com/goto/accounts, and applying the filters that make sense for each channel. Here’s one example of an “owned” channel:


- You may want to filter to ensure that Stage Name != Closed Won, or more generally filter out anything where there is an open opportunity (especially for the Unowned channel)
- You may want to ensure you’re filtering out accounts owned by other teams (e.g., Partnerships pipeline accounts)
Step 4: Set up your channels
The hard work is done — now you just need to set up the Slack Alerts! You can do that here: https://app.getkoala.com/goto/slack-alerts Typically, we recommend sending all the intent signals (from Step 1) that you think reps will be interested in to the appropriate channels (from Step 2), using the filters you made (from Step 3). We recommend using the “@mention Account Owners in Slack” functionality, so that reps will be immediately alerted to intent signals happening. However, this is optional so you can test it in “dry run” mode to make sure the intent signals look good before turning it on! In terms of naming, standard conventions would be:- #koala-intent-mm
- #koala-intent-mm-unowned
- #koala-intent-ent
- #koala-intent-ent-unowned
- check out the rep guides on account research and sending great sales messages (having this unprecedented access to data is a new paradigm and there’s a bit of a learning curve, but it’s worth it!)
- ensure that they are participating in the feedback loop about which intent signals are working / which deals are Koala influenced (they’ll get a DM from Koala bot ,if relevant)
- keep setting up new intent signals