Add the buyer the search missed

Stage 1 finds the buying committee at each account through your LinkedIn. Sometimes it misses the one person you most need. The new VP whose name you saw in the announcement, or the director a client told you about over lunch.

You know who they are. Now you can put them on the account yourself.

What it does

Open any account on the Board and find the section called Who to thread, and the way in. Under the people Stage 1 found, tap Add a person. Paste their LinkedIn profile link, add a name and a title, and tap Add.

They're on the account now, the same as anyone Stage 1 found on its own.

You don't need all three fields. Paste only the profile link and Stage 1 reads the name from it. Type only a name if you don't have the link yet. The title can come later, and until it does the row says No title yet.

The link has to be a LinkedIn profile, the kind with /in/ in the address. A company page or a search result won't take.

How Stage 1 reads the person you add

The title sets the seat. A chief, a president or a VP lands as the economic buyer. An architect, engineer or analyst without a manager title lands as the technical lead. Everyone else lands as the champion. These are the same rules Stage 1 uses for the people it finds.

The title sets the fit ring too. That's the ring of four segments around each photo, and more blue means a better fit. Tap the word under their title and you see the reasons, such as a buying seat or a title senior enough to own budget.

If the person is already on the account, Stage 1 doesn't add them twice. It matches on the name or the profile link and fills in whatever was blank.

What happens when you approve

The person you added is treated like everyone else. Stage 1 picks the door for them, checks for warm paths through people you know, and drafts their opener from the 3x3 research. Nothing goes out until you approve.

One limit to know. Stage 1 threads up to three people per account, sorted with the economic buyer first, then the champion, then the technical lead. If the account already shows three, the person you add makes the cut only when their seat ranks ahead of someone already there.

Where you'll use it most

A new leader. A leadership change is one of the strongest signals Stage 1 tracks, and the new leader is often the person you want most. You'll usually know the name from the news before anyone else at your firm does.

A name from your own network. A client, a former colleague or a partner tells you who really owns the decision. No search turns that up. Only you have it.

Working before LinkedIn is connected. Stage 1 can't search LinkedIn for you yet, so the account shows search links for your buyer titles with the add form right under them. You find the person, paste the link, and Stage 1 drafts the message.

Why it matters for a services sale

A $300K engagement is rarely one person's call. It's an economic buyer who owns the budget, a champion who carries it inside, and a technical lead who can kill it in a review. Miss one of them and the deal stalls somewhere you can't see. More on that in sell to the committee, not the contact.

The data finds most of the committee. Your relationships find the rest. Adding a person by hand puts both in the same place, with the same research and the same review before anything sends. For how the committee shows up on each account, see how Stage 1 ranks accounts on the Board.

You know things the data doesn't. Now the account does too.

Every plan starts with a 14-day free trial and no credit card. Plans and details are on the pricing page, or you can start your trial.