Stage 1 in Slack

Your sellers live in Slack. The Board lives in Stage 1. Every app switch is a chance for the morning review to slip to the afternoon, and the afternoon to tomorrow. So Stage 1 brings the two moments that matter most into the channel.

The morning digest

Every morning, after Stage 1's first research run of the day, it posts a digest to your channel. The first run starts at 6 a.m. in your workspace's time zone by default.

The digest opens with how many accounts are waiting for review. Then it shows the top eight by signal strength. Each one gets its name, its signal strength, the latest signal with a line on what happened, and the recommended move. If there are more than eight, a link takes you to the rest on the Board.

Once Insights has enough sends to say something, the digest carries one line on what's working, with a link to the full view. If there's nothing to review, no digest goes out.

Approve and pass from the channel

Each account in the digest has two controls. Approve account, and a Pass menu with the same reasons as the Board. Too small, too big, wrong region, already a customer, bad timing, not our kind of work.

Approve in Slack does exactly what Approve does on the Board. Stage 1 picks who to reach first at the account, finds the way in, and drafts the opening messages. The channel gets a short note saying who approved it and how many people were threaded. With review before sending on, those drafts still wait for you on the Desk before anything goes out.

Pass works the same way too. The reason teaches the ranking. Pass two accounts as too small and Stage 1 can move the size line on its own, and the note in Slack says so.

Passed by Jordan. Moved the size line to at least 1,200.

Every click is checked twice. Stage 1 confirms Slack sent it, and each button carries its own signature, so a click can only act on the workspace and account it was posted for.

The ping when someone wants to talk

When a reply comes in and Stage 1 reads it as interested, it pings the channel. The buyer's name, the account, the first part of what they wrote, and a link to the Desk where your reply is already drafted.

That's the only ping. Stage 1 doesn't post every reply, every send or every signal. One message for the thing you'd want to drop everything for.

Setting it up

Slack connects under Settings, Connections. Add an incoming webhook for the channel you want, paste its URL into the Slack field and save. Only the workspace owner can change connections.

Slack comes with Team and Partner, and with the free trial. If a post to Slack ever fails, Stage 1 notes it in Activity and carries on. The research run and your replies never wait on Slack.

Why this matters for a services firm

In most services firms, the people who know an account best aren't sellers. They're partners, practice leads and delivery heads. They won't log into a sales tool every morning. They will glance at a channel.

The digest gives them a two-minute review of what moved overnight, in the place they already are. A practice lead sees a new CIO at an account her team served three years ago and approves it before her first call. That's pipeline that never would have made it to a review meeting.

And the ping shortens the gap between a buyer saying yes and someone answering. Replying within the hour is hard when the reply sits in a tool nobody has open. For how the Board decides which eight accounts make the digest, read how Stage 1 ranks accounts on the Board, and for why drafts still wait on you, owning every send.

Connect Slack once. The morning review comes to you.