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Read the results and iterate

What you'll get: a tight loop: see what's working, tighten your rules, and let the next round get smarter.

Steps​

  1. Log what happened. On a contact, record a call, email, or meeting (with the outcome) so there's a clean history. These actions record what already happened; they don't start the AI.

  2. Follow the story on the Timeline. Every status change, verdict, note, and message shows up in order.

    A contact's timeline

  3. Tighten what counts as qualified. When you learn what your best deals have in common, adjust your qualification rules, see Re-tune your qualification rules and re-judge.

  4. Re-judge. Click Re-qualify on a company to re-check it against your new rules, then move its contacts back to To Qualify to re-score the people. Or just ask your main AI Agent. Nothing re-runs on its own, so you only spend records where you want a fresh answer. Your history is always kept.

You'll know it worked when… your verdicts shift to match your sharper rules, and your pipeline reflects reality.

tip

This is the whole game: define, find, qualify, reach out, learn, sharpen. Each loop makes your targeting better.