Example plan

This is what you get, in full.

Two finished plans for two very different businesses, so you can see the studio is not a one-trick demo. Everything below is exactly what a member sees: the profile, the signals, the data trail, the morning pipeline, the prompt pack and the specification to have it built. No account needed to read it. If you would rather have the short version first, try the two-minute preview.

Illustrative businesses, not real customers. Nothing here came from anyone's account, and no member's plan is ever shown without them creating a share link themselves.
Sales Architect Studio · Prospecting planPlanning document

Northline Freight

https://northline.example

The decision brief

Review assumptions

Your next action

Search The Grocer for new listings in the last 30 days and list every producer within 60 miles.

Who to target
Food manufacturing, Drinks
20 to 120 staff · North West England, Yorkshire
Offer to lead with
When volume steps up after a listing, the cold chain creaks before anything else does.
Buyer: Head of Supply Chain, Operations Director
When to investigate
New listing with a multiple retailer; Planning application for a depot or cold store; New operations or supply chain director appointed
Why this approach
Start with an assisted workflow using existing tools. A bespoke platform is optional, not assumed.
Additional tool cost
£0 confirmed additional monthly cost; 6 unpriced tools
Hosting, AI usage and implementation are separate. Free browsing does not establish free API access.
Manual work
Verify the evidence, review each prospect and approve outreach. Confirm any additional manual steps in the workflow.
0 blocking checks · 3 assumptions to review
ReviewTreat this opener as a template. Verify the prospect event before sending.
ReviewSome tools or saved legacy capabilities have not been verified against the current catalogue.
ReviewThe full running cost is not known. Unpriced tools must not be presented as free.
Costed stack and access assumptions
ToolAdditional/monthWhat remains to check
Companies House£0Public API. Usage limits still apply.
CoCredoNot confirmedPaid, sold in report bundles
Apollo.ioNot confirmedAPI and MCP access depend on plan, credits and operation; confirm current entitlement.
AdzunaNot confirmedFree tier, paid above it
Local authority planning portalsNot confirmedFree
The GazetteNot confirmedFree
HMRC UK Trade InfoNot confirmedFree
Evidence and safe-use checklist

Business facts confirmed by the owner are distinct from suggested assumptions. Signals describe what to look for, not events already found at a prospect. Each real outreach claim needs a source, observation date and approved proof. Unknown information stays unknown.

Companies HouseRegister sourceReview source
CoCredoCapability needs verificationReview source
Apollo.ioCatalogue entryReview source
AdzunaCapability needs verificationReview source
Local authority planning portalsCapability needs verificationReview source
The GazetteCapability needs verificationReview source
HMRC UK Trade InfoCapability needs verificationReview source

This is a proposed plan, not a running system. A listed API or connector does not establish the required operation, access rights, price or field mapping. External execution is separate and requires a tested destination plus approval.

Where to start

Three things you can take away right now.

The rest of this report explains the thinking. These are the parts you can use today, in whichever assistant you already pay for. Nothing here needs a developer and nothing here costs anything.

Jump to

Existing licences

0

Check included API access and usage.

Confirmed additional cost

£0/month

Known tool allowances, not the full implementation cost.

Prices to confirm

6

Unknown prices are excluded, never treated as free.

Quick Wins · This Week

  1. 01

    Search The Grocer for new listings in the last 30 days and list every producer within 60 miles.

  2. 02

    Set a Companies House alert for SIC 10 and 11 in LS, WF and M postcodes.

  3. 03

    Send the LinkedIn opener to five Heads of Supply Chain by Friday.

Doable before any automation is built.

Sales playbook

Approach

Decision makers
Head of Supply ChainOperations Director
Channels
LinkedInEmail
Sample openers · Each one responds to a specific signal
Signal · New listing with a multiple retailerLinkedIn

Congratulations on the Sainsbury's listing. When the first weekly volumes land, the cold chain usually creaks before anything else. Happy to share how three producers your size handled it.

Signal · Planning application for a depot or cold storeEmail

Saw the new Wakefield application. If you are re-planning routes from there, we run chilled pallets into every multiple's Northern RDC daily and can take the overflow while you settle in.

Sales playbook

Buyer roles: Head of Supply Chain, Operations Director. Use the signal-linked templates in the approach section only after verifying the event.

Follow-up template

Would a short outline of how we would approach [confirmed need] be useful? Happy to keep it to the practical steps and likely scope.

Close-the-loop template

I will leave this with you rather than keep following up. Should [verified priority] become relevant, the offer to compare approaches remains open.

Respond to an objection

Understood. Would it be useful to agree a more suitable time to revisit this, or should I close the loop for now?

Stop conditions: an opt-out, an explicit refusal, an invalid contact, an unresolved source claim or an unapproved channel. No automatic prospect messages are sent by this playbook.

Customer profile, signals and qualification details

Business Summary

Northline Freight runs temperature-controlled pallet distribution across the North of England for food and drink producers who have outgrown their first haulier.

Ideal Customer Profile

Northline sells to food and drink producers in the North who have just won volume they cannot comfortably carry.

Sectors
Food manufacturingDrinks
Company size
20 to 120 staff
Geography
North West EnglandYorkshire
Other attributes
Ships chilled or frozen
Buying triggers
New retail listing
Pains solved
Late deliveries into the multiplesCold chain gaps when volume steps up
Disqualifiers
Runs its own fleetAmbient only

Signals to Watch

Fit signals · Are they our kind of company?
Ships chilled or frozen goods

The only kind of freight Northline handles.

Timing signals · Is now the moment?
New listing with a multiple retailerTrigger event

Volume steps up overnight and the cold chain creaks first.

Planning application for a depot or cold storeGrowth

Routes are being replanned right now.

New operations or supply chain director appointedTrigger event

New leaders review hauliers in their first hundred days.

Qualify & Enrich Method

The wedge · Why now, why you

"When volume steps up after a listing, the cold chain creaks before anything else does."

Qualification criteria
  • ▸ Ships chilled or frozen
  • ▸ More than one retail customer
  • ▸ No operator licence of its own
  • ▸ Filed accounts in the last twelve months
Prospect dossier fields
Head of Supply Chain nameCurrent haulierRetail customersDepot locations

Workflow

Proposed signal-to-action flow

From observation to an approved action

1.Observe

  • Ships chilled or frozen goods
  • New listing with a multiple retailer
  • Planning application for a depot or cold store

2.Find evidence

  • Companies House
  • CoCredo
  • Apollo.io
  • Adzuna

3.Qualify

  • Ships chilled or frozen
  • More than one retail customer
  • No operator licence of its own

Evidence missing or duplicate?

Hold for research or merge with the existing company. Do not invent a match or repeat outreach.

Fit and evidence confirmed?

Prepare a relevant template for human approval. Delivery requires a separately tested destination.

This map reflects the selected plan, not a live integration or researched prospect.

Sources, tools and connection details

Data Trail & Tool Stack

Official register first. Companies House is the authoritative source of company facts for the market this plan sells into: sector codes, incorporation dates, directors and every filing. Free or nearly free, and the place most timing signals appear first. Every other tool below enriches what the register surfaces.

Official company registersThe authoritative record of who a company is
Companies House

The authoritative record of every company in this market, and the source of most filing-based timing signals.

The official UK register. SIC codes, incorporation dates, registered office, directors and persons with significant control, filed accounts, charges and every filing event, for all UK companies.

Catches: New incorporations by SIC code and postcode; Director appointments and resignations; New charges registered (new borrowing); Change of registered office.

API ✓MCP ✗Free
developer.company-information.service.gov.uk
Credit and financial riskCan they pay, and is something going wrong
CoCredoUnverified

Tells you when a producer's credit score moves, which is when they review hauliers.

UK and international company credit reports: credit score and limit, county court judgments, director history and a monitoring service that alerts you when a watched company's score moves.

Catches: Credit score improvement (they can afford you); Credit score deterioration (a distress trigger); New county court judgment; Director changes.

API ✓MCP ✗Paid, sold in report bundles
www.cocredo.co.uk
The GazetteUnverified

Flags producers entering administration so you stop chasing them.

The UK's official public record. Insolvency, administration and winding-up notices, plus corporate and personal legal notices, published free.

Catches: Winding-up petition; Administration appointment; Company strike-off notice.

API ✓MCP ✗Free
www.thegazette.co.uk
Contacts and people dataWho to write to, and how to reach them
Apollo.io

Finds the Head of Supply Chain and their work email once a producer is identified.

Company and contact database with decision-maker names, job titles, verified work emails and phone numbers, plus sequencing built in.

Catches: New decision maker in a target role; Job changes at a known contact; Headcount growth.

API ✓MCP ✓Zapier ✓API and MCP access depend on plan, credits and operation; confirm current entitlement.
www.apollo.io
Hiring and people movesWho they are recruiting and who just joined
AdzunaUnverified

A producer hiring warehouse staff is scaling volume you could carry.

Aggregated job adverts across the major UK boards, searchable by company, location, salary and keyword, with historic volume data.

Catches: Hiring spree (multiple roles at once); First hire in a function you sell to; Job description leaking the tech stack or the problem.

API ✓MCP ✗Free tier, paid above it
www.adzuna.co.uk
Property, premises and planningNew sites, extensions, change of use
Local authority planning portalsUnverified

A new depot or cold store application means routes are being replanned now.

Every planning application in the UK is public: new units, extensions, change of use, fit-outs and signage, with the applicant, the agent and the site named.

Catches: Change of use application; New unit or extension approved; Fit-out application naming a contractor.

Paid shortcut: Barbour ABI, Glenigan, LandInsight roll these up into one feed.

API ✗MCP ✗Free
www.gov.uk/search-register-planning-decisions
Trade, import and exportWhat they ship and where
HMRC UK Trade InfoUnverified

Shows which northern producers import chilled goods and at what scale.

Official UK import and export statistics by commodity code, country and trader, published free by HMRC.

Catches: Company appearing as a new importer or exporter; Trade volume growing in a commodity code; New trading partner country.

API ✓MCP ✗Free
www.uktradeinfo.com

CoCredo, Adzuna, Local authority planning portals, The Gazette, HMRC UK Trade Info were suggested by AI to fill a gap rather than taken from our vetted register. Check the API and pricing on their own site before building on them.

How it wires together
Purpose-built platform · recommended

0 of 3 hand-offs run fully automatically by API, 3 half automatic. A developer builds it from this specification and the pipeline runs while you sell.

Claude or ChatGPT · do it yourself

0 of 3 hand-offs run through connectors, 2 half, 1 from pasted data. Run on demand from a chat, using the agent brief later in this report.

01Companies HouseCoCredo
Platform · Half automaticAssistant · By hand

When: A producer matching the SIC codes files a change · Passes: Company number

On a platform: API capability is listed, but this exact Companies House to CoCredo operation, licence, authentication and data mapping still need testing. This is a proposed connection, not a running automation.

In Claude or ChatGPT: No connectors on either side. You paste Companies House's output into the chat and the assistant does the thinking, then you carry the result into CoCredo.

02CoCredoApollo.io
Platform · Half automaticAssistant · Half automatic

When: Credit score clears your threshold · Passes: Company name and domain

On a platform: API capability is listed, but this exact CoCredo to Apollo.io operation, licence, authentication and data mapping still need testing. This is a proposed connection, not a running automation.

In Claude or ChatGPT: Paste what CoCredo shows you into the chat. The assistant then acts in Apollo.io through its connector.

03Local authority planning portalsApollo.io
Platform · Half automaticAssistant · Half automatic

When: Cold store application validated · Passes: Applicant company name

On a platform: Local authority planning portals has no API, so you or the platform's browser step supplies the trigger. From there Apollo.io is called automatically by API.

In Claude or ChatGPT: Paste what Local authority planning portals shows you into the chat. The assistant then acts in Apollo.io through its connector.

Test this workflow

Synthetic examples only. This does not research a company, test an external account or send a message.

  1. DiscoverSynthetic company. No live company was researched.
  2. DetectCurrent sample signal
  3. QualifyMatched
  4. DraftTemplate with [verified event] and [source], not a sent message
  5. ApproveReview required
  6. DeliverSimulation only. A real action requires a tested destination and approval.

What Arrives at 07:00

This is the point of the whole exercise: not a plan you have to remember to work, but a shortlist waiting for you before the day starts. Built overnight from the signals you chose, qualified against your own criteria, with a draft already written and nothing sent until you say so.

A worked example. The signals, the criteria, the dossier fields and the opener below are all genuinely from your plan. The company names are invented and labelled as examples, because we are not going to put real companies in a document you might share.
Your morning pipelineRan 07:00 · 7 sources checked
3Surfacedmatched your profile overnight
1Drafts readyscored high enough to write to
2Watch onlyreal, but not yet worth a message
5Droppedhit a disqualifier, reason recorded

Stanmore Drinks WorksExampleDraft ready

Drinks · Yorkshire

Fit10/10Timing9/10Reach4/523/25
Signal · 23 Sept · via Local authority planning portals

Planning application for a depot or cold store

Routes are being replanned right now.

Qualified against your criteria
Ships chilled or frozenyesMore than one retail customeryesNo operator licence of its ownyesFiled accounts in the last twelve monthsyes
Dossier · Operations Director identified
  • Head of Supply Chain name: filled from public sources
  • Current haulier: filled from public sources
  • Retail customers: filled from public sources
  • Depot locations: filled from public sources
Draft opener · Email

Saw the new Wakefield application. If you are re-planning routes from there, we run chilled pallets into every multiple's Northern RDC daily and can take the overflow while you settle in.

Approve and send Edit SkipNothing sends without this click

Northgate Food IndustriesExampleWatch only

Food manufacturing · North West England

Fit7/10Timing6/10Reach5/518/25
Signal · 22 Sept · via Companies House

New operations or supply chain director appointed

New leaders review hauliers in their first hundred days.

Qualified against your criteria
Ships chilled or frozenyesMore than one retail customeryesNo operator licence of its ownyesFiled accounts in the last twelve monthscannot tell
Dossier · Head of Supply Chain identified
  • Head of Supply Chain name: filled from public sources
  • Current haulier: filled from public sources
  • Retail customers: not found
  • Depot locations: not found

Confidence capped at 3 of 5 because part of the record could not be verified. It is shown, not hidden, so you can decide.

Keep watching SkipNothing sends without this click

Kestrel Food IndustriesExampleWatch only

Food manufacturing · North West England

Fit7/10Timing7/10Reach3/517/25
Signal · 24 Sept · via Google Alerts

New listing with a multiple retailer

Volume steps up overnight and the cold chain creaks first.

Qualified against your criteria
Ships chilled or frozenyesMore than one retail customeryesNo operator licence of its ownyesFiled accounts in the last twelve monthsyes
Dossier · Head of Supply Chain identified
  • Head of Supply Chain name: filled from public sources
  • Current haulier: filled from public sources
  • Retail customers: filled from public sources
  • Depot locations: filled from public sources
Keep watching SkipNothing sends without this click

You can reach a version of this today using the prompt pack further down, run by hand in Claude or ChatGPT. The difference with a purpose-built platform is that nobody has to remember to run it, and the record of what worked builds up on its own. The specification and the cost of building it are set out below.

Part two · The build blueprint

Implementation handover

Use this specification to assess feasibility, configure tools and agree responsibilities. Confirm access, costs and operations before connecting anything. Scheduled outputs are proposals until the integrations have been configured and tested.

The daily shortlist this produces is shown in What arrives at 07:00, under Workflow.

Build it with Claude

You do not need a developer to start. This brief is your whole plan written as a system prompt. Paste it into a Claude Project or a ChatGPT custom GPT, and the prompt pack in the next section gives you everything to run against it.

Your Claude agent brief

A complete system prompt built from this plan: the business, the ICP, every signal, the tools, how to qualify and how to write. Paste it as the instructions of a Claude Project or a ChatGPT custom GPT. Then work down the prompt pack below, starting with Find my first ten. It is also included in full in the Markdown export.

Your Prompt Pack

13 prompts written from this plan, staged from your first sitting to a routine that improves itself. Paste the brief above into a Claude Project or a ChatGPT custom GPT, then work down this list. Nothing here needs a developer and nothing here costs anything.

Every prompt already knows your profile, your signals and your criteria.
Setting up, about ten minutes
  1. 01

    Create the project. In Claude, create a new Project and call it Northline Freight Prospecting. In ChatGPT, create a new custom GPT instead. Either works: the instructions below are the same.

  2. 02

    Paste the agent brief as the instructions. Copy the agent brief from the section above and paste it into the project instructions. That is the whole plan, written as a system prompt: your profile, your signals, your tools, how to qualify and how to write.

  3. 03

    Connect the one tool that takes a connector. Apollo.io can be queried directly from the conversation. Add it as a connector and your assistant fetches rather than asking you to paste.

  4. 04

    Run the first prompt. Start with Find my first ten. It is the test of whether the plan holds up. Expect to correct it once or twice: your assistant is working from your profile, so tightening the profile tightens the output.

  5. 05

    Keep the conversation going. Work inside the same project rather than starting fresh chats. Everything it learns about your market compounds, and the weekly review prompt later on depends on it having that history.

How each of your tools reaches the assistant
Connect it

Your assistant can query these inside the conversation.

  • Apollo.io · Contacts and people data
Automate it

No chat connector, but reachable through Zapier, Make or an API.

  • Companies House · Official company registers
  • CoCredo · Credit and financial risk
  • Adzuna · Hiring and people moves
  • The Gazette · Credit and financial risk
  • HMRC UK Trade Info · Trade, import and export
Paste it

You fetch, the assistant thinks. Still works, just not hands off.

  • Local authority planning portals · Property, premises and planning

Week one: prove the plan works

Your first sitting, about an hour

These five take you from a pasted brief to a real company with a real reason to write to them. Run them in order. If the first one comes back weak, the fix is almost always the profile rather than the prompt.

01

The test of whether the plan holds up outside your head.

02

Turns your criteria into a yes or no you can defend.

03

The homework that makes a first message specific.

04

A company is not a prospect until it has a name attached.

05

Names the trigger, then asks for something small.

Weeks two to four: make it a routine

One morning a week

Now compress the five steps above into one instruction, and give yourself somewhere to see the pipeline. This is the point where it stops being an experiment and starts being a habit.

06

The whole routine in one prompt. This is the one you will use most.

07

Claude builds it as an artifact you can come back to and update.

08

Decides who to write to first when you have more names than time.

09

Refuses to write just checking in, which is the point.

Ongoing: let it teach you

Weekly, then monthly

The part almost everyone skips. Your first plan is a hypothesis. These prompts turn what actually happened into a better plan, and they are what eventually makes the case for building the thing properly.

10

Which signals earned their place, and which did not.

11

Sources change. Run this monthly so the plan does not rot.

12

Compares who replied against who you thought you wanted.

13

The test of whether you have a system or a habit.

One Shape for a Prospect

Whether you track prospects in a spreadsheet this week, in an assistant artifact next month or in a purpose-built platform next year, these are the same fields. That is deliberate: it means the work you do by hand now moves across later without anyone retyping it.

The record, 27 fields
Company nameRequiredLegal or trading name as it appears on the register.
Company numberThe registration number from the official register. The key everything else joins on.
WebsiteUsed for technology detection and for finding people.
LocationTown and region, enough to check it against your geography.
SignalRequiredThe specific timing signal that surfaced this company.
Signal dateRequiredWhen the signal happened, not when you found it. Freshness is most of the value.
Signal sourceRequiredWhich tool or register it came from, so you can check it.
Fit scoreOut of ten, how well they match the profile.
Timing scoreOut of ten, how fresh and how strong the signal is.
ConfidenceOut of five. Anything unverified should pull this down.
Contact nameThe decision maker you intend to write to.
Contact roleTheir job title, checked against your decision-maker roles.
Contact routeEmail, LinkedIn, phone or introduction. Not the address itself.
StatusRequiredWhere this prospect has got to.
Drop reasonWhy it failed. The most useful column in the sheet after three months.
OwnerWho is responsible for the next step.
Next actionThe single next thing, with a date.
Next action date
NotesAnything that does not fit a column.
Ships chilled or frozenFrom your criteriaOne column per criterion so you can see which one keeps failing companies.
More than one retail customerFrom your criteriaOne column per criterion so you can see which one keeps failing companies.
No operator licence of its ownFrom your criteriaOne column per criterion so you can see which one keeps failing companies.
Filed accounts in the last twelve monthsFrom your criteriaOne column per criterion so you can see which one keeps failing companies.
Head of Supply Chain nameFrom your dossierFrom your dossier template. Fill it or mark it not found, never guess.
Current haulierFrom your dossierFrom your dossier template. Fill it or mark it not found, never guess.
Retail customersFrom your dossierFrom your dossier template. Fill it or mark it not found, never guess.
Depot locationsFrom your dossierFrom your dossier template. Fill it or mark it not found, never guess.
Which of your tools fills which part
Companies HouseCan fill itself

Company name, number, location and the filing signals

CoCredoCan fill itself

Qualification on ability to pay, plus score-change signals

Apollo.ioCan fill itself

Contact name, role and route

AdzunaCan fill itself

Signal, signal date and signal source

Local authority planning portalsBy hand for now

Signal, signal date and signal source

The GazetteCan fill itself

Qualification on ability to pay, plus score-change signals

HMRC UK Trade InfoCan fill itself

Signal, signal date and signal source

JSON Schema
Have it built: watchlist, pipeline, specification and rhythm

Signal watchlist & triggers

Every signal you chose, the tool that detects it, exactly what to configure in that tool, how often to check and the precise condition that should fire the next step. This is the configuration sheet for whoever sets the system up, whether that is you, Claude or a developer.

Timing signals · these fire outreach
New listing with a multiple retailer
DailyGoogle Alerts
Set up
Alert on retailer name plus new listing.
Fires when
A producer within 60 miles is named
Then
Qualify, then send the listing opener
Planning application for a depot or cold store
WeeklyLocal authority planning portals
Set up
Watch the weekly lists for your councils.
Fires when
Cold store or distribution use applied for
Then
Check the applicant against the ICP
New operations or supply chain director appointed
DailyCompanies House
Set up
Stream officer appointment events.
Fires when
Appointment at a matched company
Then
Wait a fortnight, then write

Pipeline specification

The system as a series of stages, each with an input, an output and the mechanism in between. A developer can build from this directly. You can also run it by hand, one stage at a time.

  1. 01Detect· Companies House
    Manual

    Streaming API

    InSIC codes and postcodes

    OutMatched companies

  2. 02Qualify· CoCredo
    Manual

    API

    InCompany number

    OutCredit score and limit

  3. 03Enrich· Apollo.io
    Manual

    API

    InDomain

    OutDecision maker and email

Three ways to build it

The same plan can become a platform built around your tools that runs on its own, a routine you run through Claude or ChatGPT with connectors, or a manual habit to prove the ICP first. The platform is the destination. The other two are honest ways to get there.

Recommended for you: Build it with Claude or ChatGPT. Prove the signals produce replies before anyone writes code.

Path A · The dream setup

A platform built for you

Effort
4 to 6 weeks
Tools
£40 to £120

Runs overnight and delivers the shortlist.

Best ifTiming matters by the day

    Indicative build cost£4,250 to £6,500
    Time to live3 to 5 weeks
    Running costs£40 to £120 a month in tools, and £40 to £120 for hosting and the AI
    Path B · Do it yourselfRecommended

    Build it with Claude or ChatGPT

    Effort
    An afternoon
    Tools
    £20

    Run it yourself from a chat, on demand.

    Best ifYou want to prove it first

      Path C · Prove it first

      Run it by hand

      Effort
      Two hours a week
      Tools
      Free

      Alerts and a spreadsheet.

      Best ifYou are testing the profile

        Build Specification

        If you decide to have this built, by LuxVibeWeb or by anyone else, this is what you hand them. The data model, what runs on a schedule, how a company is scored, who approves an outreach and what lands in an inbox. Delivered in three phases so you can start small and stop whenever it stops paying.

        6 entities6 scheduled jobs£4,250 to £6,500 total3 to 5 weeks£40 to £120 a month to run

        Phase one: watch and tell me

        Something useful in your inbox every morning, built on the free sources only.

        £1,250 to £2,000about 1 week
        • Nightly collection from Companies House, Adzuna, Local authority planning portals and the other free sources
        • Company and SignalEvent storage with deduplication
        • Firmographic matching against your ICP
        • The morning digest email, sent daily whether or not there is news

        Not in this phase: No paid data, no enrichment, no drafting. You research and write yourself.

        Done when
        • A digest arrives every weekday by 07:30, including on days with nothing to report
        • Every company in it carries a signal with a date and a source link you can open
        • No company appears twice in the same week for the same signal
        • The run log shows what was checked, even when nothing was found

        Phase two: qualify and enrich

        The digest stops being a list of companies and becomes a shortlist of prospects with the homework done.

        £1,750 to £2,500about 1 week
        • Paid sources connected: credit, contacts and anything else in your plan that costs money
        • Your qualification criteria run automatically, with the reason recorded on every drop
        • The dossier filled from public sources, with not found marked rather than guessed
        • Scoring, ranking and the confidence cap

        Not in this phase: Still no outreach. Drafting comes in phase three.

        Done when
        • Every prospect shows a yes, no or cannot tell against each of your criteria, with evidence
        • Anything hitting a disqualifier is dropped with the reason stored
        • Dossier completeness is visible per prospect, and gaps are marked rather than filled with guesses
        • Ranking is explainable: you can see why company A is above company B

        Phase three: draft, approve and track

        A draft waiting for each prospect, nothing sent without you, and a record of what worked.

        £1,250 to £2,000about 1 week
        • Drafting tied to the specific signal, following your approach and your openers
        • The approval workflow: approve, edit or skip, logged against a person
        • Sending through your own mailbox, with replies landing where you expect
        • Outcome tracking joined back to the signal, and the weekly review

        Not in this phase: No autonomous sending. That is a deliberate design decision, not a missing feature.

        Done when
        • No message can leave the system without a recorded human approval
        • Every draft names the signal it responds to, and the signal is checkable
        • Edits are captured so drafting improves against what you actually change
        • The weekly review shows reply rate by signal, which is the number that decides what to watch next

        Those acceptance tests are yours to hold whoever builds it to, including us. A phase is not finished because the code is written. It is finished when you can tick every line.

        You do not have to start here. Run the prompt pack for a month first. You will learn which signals actually produce replies, and phase one gets cheaper and sharper for it because you will already know what to build.

        Rhythm & numbers

        A system only works if it is run. This is the recurring routine that keeps it alive, and the handful of numbers that tell you whether it is working.

        The routine · about 65 minutes a week
        Monday

        Work the overnight shortlist

        45m
        Friday

        Review what replied

        20m
        Numbers to track · 90-day targets
        Qualified companies a week 8

        Enough to keep two people busy

        Estimated tool cost£40 to £120

        ◈ Produced with Sales Architect Studio, free at salesarchitect.studio.

        Your turn

        Build the same thing for your business.

        About twenty minutes, free, and private to you. The studio reads your website, drafts the profile, picks the signals for your market and writes the prompt pack you just scrolled past.

        Start my plan free