Connect by JBRH Open Connect

Find your first prospects

Discovery is only as good as the brief. A brief that names an industry and a city returns many organisations and few you want; one that names the situation you are useful in returns fewer and better. Whatever the brief, one rule does not bend: Connect never guesses an email address, so a contact without an evidenced address arrives without one.

Status
Available What this means
Audience
both
In the app
#/prospects, #/outreach-advanced
Last verified
Product version
6.3.2

The rule that shapes everything else#

An address is either found with evidence or left blank. There is no pattern-matching of first name and surname against a domain, no 'probably', no confidence score standing in for a fact. This is worth understanding before you write a brief, because it changes what a good result looks like: a list of thirty organisations where eleven have reachable people is a better outcome than thirty rows that all look complete and bounce.

The same standard applies to the rest of a prospect record. Qualification and evidence are separate things — what was found, and what it implies — and both are attached, so a decision to approach somebody can be defended later by reading it rather than by remembering it.

What a brief should contain#

The situation, not just the sector
'Manufacturers who have just opened a second site' beats 'manufacturers'. A situation is a reason to be in touch; a sector is not.
Where
A city, a region, a country. Narrow first — a brief that returns too few is easy to widen, and one that returns too many teaches you nothing about which of them mattered.
Size or shape
Whatever distinguishes a business you can serve from one you cannot: staff, site count, whether they run their own fleet.
Disqualifiers
The half people forget. Say who is not a prospect — existing customers, competitors, a sector you have decided against — and the list stops wasting your attention.
VagueUseful
Restaurants in the cityIndependent restaurants with two or more sites that handle their own deliveries
Companies that need our softwareDistributors still quoting by hand who publish a phone number rather than a form
Anyone in logisticsFreight brokers in the region, excluding anyone already in our relationships

Running the first one#

  1. Open #/prospects and start a discovery with a deliberately narrow brief.

    Result You get a set of organisations with the evidence that put each one on the list, rather than an anonymous count.

  2. Read five records properly before looking at the total.

    Result You find out whether the brief matched what you meant. If three of five are wrong, the brief is wrong — rewriting it costs minutes and filtering a bad list costs hours.

  3. Check how existing relationships were treated.

    Result Somebody you already deal with should be recognised as a customer rather than discovered as a stranger. Telling a new prospect from an existing customer explains how that resolution works.

  4. Only then decide about outreach, and set the autonomy you want for it explicitly.

    Result Nothing goes out unread unless you have said it may, on that channel, at the scope you chose.

Judging the result#

  • Count the ones you would ring, not the ones returned. That is the only number that predicts whether the next brief should be wider or narrower.
  • Look at what was left blank. Blanks are the honest part of the output; a list with no blanks anywhere deserves suspicion, not confidence.
  • Watch headline figures. A summary that stops at a page size can misreport a large workspace — headline numbers that stop at the page size is the history of exactly that defect.
  • Keep the disqualifiers. The second brief is usually the first one plus everything you learned to exclude.

Questions#

Why is Connect not finding email addresses for everyone?

Because it refuses to invent them. Where an address cannot be evidenced the field stays empty, and the record still carries the organisation, the evidence and any other reachable route. That is a deliberate trade: fewer addresses, none of them fictional, and no damage to your sending reputation.

Can I run discovery and outreach in one step?

You can arrange for outreach to follow discovery, but on a first run it is worth separating them. Read the list, fix the brief, then approach people. Autonomy applies to prospecting the same way it applies everywhere else, so outreach can be held for approval while discovery runs freely.

How do I stop an outreach sequence that is already running?

Stop the sequence itself rather than the channel — see Stop an outreach sequence. If you want everything to halt while you think, the runtime switch does that immediately and changes no settings.