01
Define markets and accounts
Name the sectors, places, and accounts you actually chase. Monday's brief is built from that list.
Account Orchestration Platform
Who to contact. Why now. What to do next.
A daily brief for BD, principals, and project leaders in the building industry. Know who matters, why now is a good time, and what to do next, with sources you can review.
Before the RFP
Start with the daily brief
Name the markets you chase. See who to call and the source for why this week. Save a prospect when the fit is clear.
People and firms you already know
Why this week is a good time to call
- See daily brief
Daily brief
A morning list of people to call, a source for why this week, and a next step you can take.
- See signals
Signals
Firm updates, municipal activity, and pursuit movement tied to accounts you already track.
- See events
Events
Prioritize who to find at the conference, then capture follow-up before the flight home.
After you decide to act
- See prospect
Prospect
Search by sector, location, and firm type, then enrich with sources and save into contacts.
- See research
Research
Zoning, address, and custom research with source links you can open and correct.
- See follow up
Follow up
Tasks with owners and due dates after the call, the conference, or the site visit.
- See track pipeline
Track pipeline
Pursuits with a hypothesis, a source for the timing, and stakeholders the whole team can see.
Competitors on the same pursuit
How it works
Set markets. Review the brief. Open a pursuit.
02
Review the daily brief
Each morning, scan who to call with a source you can open. Save a prospect when the fit is clear.
03
Open an opportunity
When you decide to chase it, write the hypothesis, attach sources, name stakeholders, and mark what is confirmed versus inferred.
Know more. Win more.
Everything you need to know about your market, your competitors, and your opportunities in one place.
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