Stage 1

Research four times a day

Every play in Stage 1 runs four times a day, four hours apart, from the first run hour you set. What each run reads and why the cadence matters.

Kevin French
· 2 min read

A buying signal has a shelf life. A new CIO is most open in the first 90 days, and an RFP has a due date. If your research runs once a week, you meet the news after your competitor does.

Four runs, four hours apart

Stage 1 runs every play four times a day. The first run starts at your first run hour, and the next three follow four hours apart. Leave the default and runs land at 6 a.m., 10 a.m., 2 p.m. and 6 p.m. in your workspace time zone.

Set the hour under Settings, Sending, next to your sending hours. And if you don't want to wait, Run plays now on the Board starts one on the spot.

Each source on its own clock

Not every source changes at the same pace. Stage 1 reads each one on the clock that fits it.

News runs every time. Every watched account gets checked, eight accounts to a search. The first look at a new account covers the past month. After that, each run reads the last two days, so nothing slips through between runs. Company newsroom feeds are read every run too.

SEC 8-Ks get a quick look every run. Companies file them within four business days of an officer change, a cyber incident or a closed deal, so this is where those show up first. The deeper read of 10-Ks and 10-Qs runs weekly per account.

LinkedIn runs every time, inside a daily budget set by your LinkedIn plan. Forty accounts a day on Sales Navigator, twenty on Premium, and each run takes a quarter of it. A short list gets checked every run. A long one rotates, oldest checked first. That keeps your LinkedIn account well inside its limits.

Weekly, Stage 1 checks whether people at accounts you're working changed jobs, and who moved in your own network. Daily, it reads new rules and headlines for the industries you sell into. Podcast guest spots for senior people are checked each day, with each person looked up about once a week.

A source is due again three and a half hours after its last read. The four runs never trip over each other.

Where you see it

Each play on the Plays page reads Running four times a day, with the number of signals it has found so far. Pause a play to stop it without losing it. Settings, Activity lists every run, how many new signals it added and anything that failed.

On the Board, the header counts how many accounts moved in the last two days.

Why the cadence matters

Services deals are won early. The firm that talks to a new leader in week two helps shape the plan. The firm that shows up in week ten bids on someone else's scope.

Four runs a day means a headline from the morning can be on your Board by the afternoon. You don't need to watch feeds. You need to act on what's fresh, and replying within the hour only helps if you knew in time. For how freshness feeds the ranking, see how Stage 1 ranks accounts on the Board.

Every plan starts with a 14-day free trial and no credit card. Plans are on the pricing page.

See which of your accounts are moving.

Stage 1 reads your site, finds accounts that fit and checks their filings and news. Your first Board in about two minutes. Free for 14 days, no credit card.