Make pre-pipeline evidence concrete.

Review public signals and rep notes, verify what is known, and approve only the next step that belongs in CRM.

No CRM writes without human approval

Public signal or rep noteevidence reviewhuman decisioncontrolled CRM handoff

Review contract · two evidence lanes

Review the evidence before it becomes pipeline.

Review 20 publicly identified people and 3 rep notes. Research becomes rep guidance. Only an approved rep note can become a browser-simulated CRM task.

target accounts

priority signals

confirmed event contacts

handoffs awaiting review

Choose a review lane

Start with public research or a rep-provided note.

Public research

People to review

Public evidence only. No CRM changes.

2026-07-09 · public-signals-2026-07-09-v1

4 queued

Review brief

Bert Selva

President and CEO

Shea Homes

Confirmed 2026 personEnterpriseCEO / President

Step 1 · Verify the public evidence

Named by PCBC on the Chief Executive Panel for the Leader-to-Leader Forum.

Person source Company source

Step 2 · Decide why this matters

Why this matters

Shea Homes is a named enterprise target account. Bert Selva, President and CEO, appears in a confirmed public event source. No public Higharc customer story was found for the account.

Recommended opening

Turn high-level innovation interest into a concrete pre-pipeline follow-up path.

Step 3 · Select the relevant Higharc customer proof

Buffington Homes: 15 days saved, 20 more homes closed, $10M added revenue

Use this when the conversation is about cycle time and the value of acting sooner.

Official Higharc source · captured 2026-07-08

Step 4 · Resolve what is still unknown

What is still unknown

The event participation is public and confirmed. CRM ownership, relationship history, and opportunity status are still unknown.

Required CRM check

Check Higharc account ownership and whether Shea Homes is active, dormant, or net-new.

Brief review

Held before outreach

Review brief