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How it works

From business signal to meaningful conversation.

A deliberate workflow: discover evidence, verify the fit, prioritise the opportunity and act with the right permissions.

01

Discover

Research permitted sources and imports. Keep the source URL and context, and check whether the signal is still current.

02

Qualify

Review relevance, commercial potential, timing and contact details against your niche and agreed acceptance criteria.

03

Prioritise

Compare prospects using six score factors. Review the underlying evidence and any compliance holds before proceeding.

04

Progress

Move reviewed opportunities through the CRM. Approve outreach, CRM transfers and client delivery where required.

A funnel illustrating raw signals becoming prioritised opportunities

A signal is a starting point, not a promise. Explore the scoring methodology.

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Better opportunities start with a clear brief.

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