All plays

Compliance Date Tracking

• Signal

10 November 2026

Tools used

• Claude
• Gmail

Turn a public compliance date into a reason to speak, and drop it when the buyer cannot open the page.

Josh Morrow, David & Goliath

Parent service: Outbound & Sales Calling

Why this exists

A compliance date is only a reason to speak when it is public and the account is already inside the programme. A date copied from a newsletter, a slide or a closed briefing is not yet a signal. This play decides which dates may change a conversation, and which dates are dropped before a channel uses them. It does not invent an obligation the source page does not state.

How it works

1. Step 1. Decide whether the date is on a page a buyer can open.

   Open the regulator, exchange or company page yourself. If the date appears only in someone else's summary, stop. A summary can be wrong, and the buyer will check the original. The decision is binary: the page shows the date, or this date is not a signal.

2. Step 2. Decide whether this account actually sits under that obligation.

   Match the page to the account's sector and the places it operates. A date for a different industry, or for a country the account does not operate in, is not their date. If you cannot say why this account is in scope, drop the date rather than stretching the page.

3. Step 3. Decide whether the date is still ahead of the work.

   A date that has passed is a record of something already due. It can explain context. It is not a reason to open a new conversation. If the page gives a range and not a day, keep the range in the page's own words or do not use it.

4. Step 4. Decide which buying role would feel the date.

   Name one role already on the account plan: the person who must comply, or the person who signs the response. If you cannot name that role from the plan you already have, the date waits. Do not build a new buying group from the regulation.

5. Step 5. Decide the one sentence you will say, and apply the threshold.

   The threshold is that the buyer can open the same page and see the same date. Write one sentence that points at that page and stops. If the sentence needs a figure, a penalty or a day the page does not state, cut the sentence back. Do not turn a missing fact into a guess.

6. Step 6. Decide that a person sends it.

   Claude may turn the page you opened into a short draft. Gmail holds that draft. A person checks the page is still the page you opened, then sends. If the page has changed, the draft is discarded and the date is reviewed again.

When it does not run

When the page cannot be opened, contradicts itself, or sits behind a login, the date leaves the working set before any channel uses it. There is no private version of the signal. A date the buyer cannot check is a claim, and this play does not send claims.