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Public record signals · 4 min read

Answer 'where did this record come from' fast

The question comes from reps, from compliance, and from the board. With filing-traced data the answer is a lookup, not an investigation. One minute, done.

01

Provenance travels with the record

Source filing, filing date and retrieval date land in the CRM as fields. The answer sits on the record itself.

02

One export for compliance

Basis, source and send history per contact, exportable per campaign. The DPO stops emailing you.

03

Trust compounds

When reps trust where the data came from, they work it harder. Provenance is secretly an adoption feature.

Try it this morning
Add the three source fields to your lead layout. Watch the "is this data any good" tickets stop.
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Made for sales ops · See the page →
Watch · 1:40

How to build a search that keeps working

Read the write-up

Every figure is shown on screen. The company examples are made up.

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Playbooks · 4 min readFilter new firms to the risks you writeA feed of every new company is noise. A feed filtered to your panel's appetite is something else entirely: a renewal book being born in real time.Public record signals · 4 min readA radius, a trade code, a self-renewing bookTwo filters, set once, produce what brokers spend careers building: a book that grows every week and renews every year. Here is the whole setup.Playbooks · 4 min readSend quotes without touching a keyboardOn the tools all day means the office work never happens. The fix is a pipeline that runs itself and only interrupts you when someone says yes to you.
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