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
1. Check your agent home. It shows up to 4 urgent task cards, each with one action (reconnect, book, review, fix, or upload). Clear these first.
2. Check the badges in the left panel. A red badge means something is broken, a grey one means setup worth doing. Click a badge to land on the exact place to fix it. Learn more about the badges.
3. Review your suggestions. Open New suggestions and go through them.
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
4. Check Nurture. Open Nurture to see people you're already connected to who are worth a follow-up.
Check your Messages
Open Messages 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 (bottom of the left panel) to check conversion rates and pipeline health
Review any campaigns that aren't generating enough prospects (expand Campaigns & lists)
Update your exclusion list with any new clients or partners