One worksheet per won or lost deal: the activity log, the buying committee and what the deal teaches us. Together they are the evidence behind the cluster ICP.

Accounts whose signals point to another list. Approve to move them, or keep them where they are. Anyone on the team can decide. The tool logs who did.

Every signal the tool picks up by itself, newest first. They count towards the list rules straight away; dismiss the ones that are noise. When the rules point to another list, the move waits for approval under List actions.

What the people on our lists posted on LinkedIn last week. The account owner replies; the tool drafts three options in their voice.

Where the signal feed gets its signals, and the LinkedIn pages and people it follows.

When does an account move to another list? Each list answers four questions. The tool suggests moves from these rules, and someone on the team approves them under List actions. Signals from the feed count unless someone dismisses them. To pick signals from everything the market offers, use the Signal shortlist.

How your team works the accounts on each list. A playbook is the recipe: when you use it, the steps and who takes them, the messages to send, and how you know it works.

Who does what, and when. Pick a person to see only their tasks. Plan a playbook and its steps land here, each with a name and a date.