Your past clients open doors
Tell Stage 1 who your firm has served. It marks standing accounts and spots the people who bought from you at a past client.
3 min read
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Tagged doors
Every post tagged doors.
Buyers20 postsIndustries38 postsLeadership37 postsMethod50 postsPipeline40 postsProduct177 postsReplies21 postsSignals82 postsWarm intros32 posts
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Wrong about a relationship? One tap fixes it
Every relationship Stage 1 detects shows its evidence and a Detected tag. Not right clears it for good, Change edits it, and you can always hand it back.
3 min readTalk to the Client Partner first
An optional hold on standing accounts. Nothing goes to a past client until you mark the talk with the Client Partner done.
2 min readThe past clients list in Stage 1
Tell Stage 1 who your firm has served. It marks standing accounts and spots the people who bought from you at a past client.
3 min readOne-tap correction in Stage 1
Every relationship Stage 1 detects shows its evidence and a Detected tag. Not right clears it for good, Change edits it, and you can always hand it back.
3 min readInline help marks in Stage 1
Small question marks beside doors, relationships, signal strength, warm paths, intros, review and past clients open help on that topic.
2 min readDetected relationships in Stage 1
Stage 1 finds who you already know at an account from LinkedIn work history, your past clients and real message history, and shows the evidence.
3 min readThe Client Partner check in Stage 1
An optional hold on standing accounts. Nothing goes to a past client until you mark the talk with the Client Partner done.
2 min readSmall question marks, quick answers
Small question marks beside doors, relationships, signal strength, warm paths, intros, review and past clients open help on that topic.
2 min readHow we spot who you already know
Stage 1 finds who you already know at an account from LinkedIn work history, your past clients and real message history, and shows the evidence.
3 min readWhen your firm has history with the account
Mark an account as served, fired, inherited, held by someone else, or work you can't deliver. Stage 1 changes the way in, or holds the send.
3 min readWhen the right move is no message
When Stage 1 finds no honest way in, nothing goes out. The rules that close a door, and why each one shows its reason under the person's name.
3 min readWhen a signal goes stale
A filing stays a reason to write for a year, a personal hook for 120 days, a company event for 30. How Stage 1 decides when news is too old to open with.
3 min readTell Stage 1 what the data can't see
Some of your best ways in never show up in data. A cleared referral, a conference handoff, a close friend. Tell Stage 1 in one short form.
3 min readOne contact per company
Stage 1 sends to the person with the best door at each account first. The rest wait about two weeks, and an answer from the account stops them.
2 min readThe no-door rules in Stage 1
When Stage 1 finds no honest way in, nothing goes out. The rules that close a door, and why each one shows its reason under the person's name.
3 min readThe how you know them form
Some of your best ways in never show up in data. A cleared referral, a conference handoff, a close friend. Tell Stage 1 in one short form.
3 min readHistory with your firm, in Stage 1
Mark an account as served, fired, inherited, held by someone else, or work you can't deliver. Stage 1 changes the way in, or holds the send.
3 min read