What to bring

• Who your best clients are, the signals that mean someone is ready, and your area or market.
• Your CRM, so it skips current clients and open deals, and optionally contact tools such as Apollo or Hunter.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It researches and drafts. It never emails, calls, connects with, or adds anyone to a sequence, and never buys a list.
• Every prospect comes with the public source for its signal. It skips people who asked not to be contacted and never guesses a personal email.

Example

Fictional input and an illustrative result.

Input

Fictional: I run an accounting firm in Columbus. Good clients are companies of 10 to 50 people outgrowing their books. Signals: hiring a first controller or bookkeeper, opening a second location, or raising money in the last 60 days.

Output

Prospects, week of 2026-10-13

1. Example Builders (24 people)

• Signal: posted a job for its first controller on 2026-10-09 (company careers page).
• Contact: Morgan Lee, owner.
• Opener: Saw you're hiring your first controller. Companies at that point often want the books cleaned up before that hire starts.

2. Example Dental Group

• Signal: opened a second location in Dublin, Ohio (local news, 2026-10-02).
• Contact: Dr. Sam Patel, owner.

Left off: 2 current clients. Nobody was contacted.