Meetings booked vs. pilot goal
Accounts by tier
Pipeline by stage
Follow-ups due
Top 10 to call next
Highest scores not yet won or lost. This is your first outreach batch.Add an account
Your accounts
Pipeline
Drag cards between stages, or use the arrows. Click a card to open it.Scoring weights
Each factor gets up to this many points. Scores are scaled so the best possible account is always 100. Tune these in your weekly review to match what is actually closing. Defaults weight buying signals most, because timing is what separates a ready plant from a cold call.
Tier cutoffs
Below the warm cutoff is Cold.
Pilot goal
A meeting counts when an account reaches the Meeting stage or later, or when you tick "Qualified meeting booked".
Industry fit (your best customer profile)
How well each industry matches the customers you win most. Set during the kickoff call.
Buying signal strength
How strongly each signal predicts a purchase in your market. Set from 0 (no help) to 100 (strongest).
Import accounts from CSV
Load a pilot list (for example your first 50 accounts) from a spreadsheet. Save it as CSV with a header row. Column names are matched loosely, and values like "150 employees" or "$120,000" are sorted into the right range automatically.
Columns it understands
company, city, industry, employees, locations, supply_spend, buying_signal, signal_details, contact_level, contact_name, contact_title, contact_email, stage, notes, next_step, next_step_date (YYYY-MM-DD)
Export
Download every account with its score, tier, why-now line and stage. Opens in Excel or Google Sheets.
Sample and stored data
Data is saved in this browser only (local storage). Export a CSV for backup or to move to another computer.