Map your team’s way into your top 50.

• A research file per institutionFor each of your top 50: who matters there, what changed lately, and where you already stand.
• A warm-path mapWho on your team already knows someone at each institution, strongest connection first. The readout shows how many of your 50 have a path, so nobody spends a week hunting for one that isn’t there.
• Intro briefsFor every path we confirm, a short brief your teammate uses to ask for the introduction: who to ask and what to ask for.
• About 20 hot-lead briefsThe institutions with a reason to talk now, each on one card: why now, who, the angles, talking points with sources, the ask, and the likely objection.
• A CRM health scanWhere our scanner supports your CRM (the FAQ lists which), a read-only scan, so you know what shape the records under all this are in.
• Verified contacts and signalsAround your 50, a universe of up to 500 institutions: verified contacts for about 15 roles and a signal baseline, included in the fixed price.
• The readout and a trackerOne call to walk through everything, then a tracker that runs for 30 days so you can see which paths turn into conversations.

Your offer gets its own list of signals, and every institution is checked against it. Here’s the order it runs in.

1. Your signals, firstBefore we look at a single institution, we work out what “ready to buy” looks like for what you sell. That becomes a weighted list of signals, each with a window for how long it stays fresh.
2. Every institution’s news, checkedWe research each institution’s recent news and keep every fact with its date and its source link. Then we check those facts against your signals, one signal at a time. Sensitive news, like lawsuits and breaches, stays out.
3. Only what holds upA fact counts only if its source came back in that search’s own results, and every fact we keep carries its source link and its date.
4. Ranked, then briefedInstitutions are ranked by the strength of their signals: weight, freshness and sources. Selected institutions with a reason to talk now get a brief, with the why-now and the talking points linked to their sources.

Coming next: skipping pages we’ve already read, and holding a brief back until the buyer is confirmed in the role.

See a sample run (opens in a new tab) ↗

The sprint is done when every line below is true, and not before. Warm-path map and briefs in two to three weeks; your universe of up to 500 institutions within 30 days of kickoff.

• Your 50 institutions are mapped.
• Verified contacts and a signal baseline cover your universe of up to 500 institutions.
• The teammates who opted in are onboarded.
• About 20 hot-lead briefs are delivered.
• An intro brief exists for every confirmed path.
• The readout has happened.
• The tracker is live.

An excerpt from a readout for a made-up vendor. The institutions are real, and each signal links to the public page it came from.

• One kickoff call. Your 50 institutions, who you sell to there, and what you sell them.
• Your team’s connections, from whoever opts in. Each teammate decides for themselves and shares their own connection export. Three or more makes a useful map.
• Read-only access to your CRM, so we know who you already talk to and can run the health scan.

That’s all we need until the readout. How we handle access →

Some institutions won’t have a warm path, and the readout shows how many of your 50 have one. Every institution still gets researched. The hot-lead briefs don’t depend on an introduction: they’re written about the institutions with a reason to talk now, warm or cold.