Staying on top of your daily actions in Spear is what keeps your pipeline moving. This article covers what to do every day and every week to get the most out of the platform.
Every day
Log in and review up to 20 suggestions in your dashboard.
For each suggestion:
Approve — if the prospect fits your ICP and timing is right
Deny — always include a reason so the system learns
Monitor for another trigger — if the prospect is a fit but the timing is off
Check your Messages
Go to the Messages tab and check for any new replies. Handle them the same day — the sooner you respond, the higher your conversion rate.
Weekly
Review your Analytics page — check conversion rates and pipeline health
Review any campaigns that aren't generating enough prospects
Update your exclusion list with any new clients or partners