How it works
One pipeline, seven honest steps.
No step here is hidden or automatic by default. Here is exactly what happens between “I described my customer” and “here’s a queue worth reviewing.”
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01
Goal input
You describe who you serve and where, in plain language — for example, “office and medical-facility cleaning accounts within 25 miles of Columbus.”
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02
Targeting review
That description becomes structured targeting criteria: industry, geography, account size, and any disqualifiers. You review and edit it before it runs.
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03
Permitted data retrieval
We look at public and permitted sources relevant to that targeting — never purchased personal consumer lists. See the full, current list on the data sources page.
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04
Evidence check
Each candidate is checked against your criteria and the signal that made it worth surfacing at all — a posting, a filing, a public change — with its date and source kept attached.
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05
Opportunity queue
A short, dated queue — not a dump. Each entry shows its fit score, its evidence, and its limitations, so you can decide quickly.
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06
Next action
A suggested next step is drafted for you — never sent automatically. In this release, every send is a human decision.
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07
Outcome feedback
What you approve, dismiss, or ignore feeds back into what the next queue prioritizes for you specifically.
One record, in full
Here is what stage 5 actually looks like.
Not a mockup of a mockup — the same evidence-card shape every real opportunity ships in, including the parts that are limitations, not selling points.
The Alder Street Listing — Sample Business Record
- Signal
- A public real estate record shows a single-family home sale closing in your service area.
- Source
- Public real estate record (sample), retrieved Sep 18, 2026.
- Fit vs. your targeting
- Matches industry and geography; whether the new owner wants service is unconfirmed — see limitations.
- Recommended next action
- Draft a short introduction offering a move-in carpet & tile clean. Not sent automatically.
- Limitations
- Whether the new owner wants cleaning done, and whether a vendor is already lined up, are both unknown. This is not a confirmed need, only a documented signal.
Fit vs. intent
These are two different questions. We answer both, separately.
Fit
Does this account match the targeting you defined — industry, geography, size, and any disqualifiers? Fit is close to objective: it’s a match against criteria you set.
Intent
Is there a documented reason to believe now is a relevant moment — a posting, a filing, a public change? Intent is a signal, not a confirmation, and we say so on every record.
GET STARTED
See it on a live queue, not a diagram.
The example page runs the same evidence card you just read, with toggles for fit and signal.