Best Practices
The practices that produce good pipeline, in priority order.
CatchIntent produces value when someone works the book every day. These are the practices that matter, in priority order.
Get the Audience right first
Most quality problems trace to a vague Audience. Set tight Fit (industries + headcount + exclusions), real Path roles (the titles that own budget), and a sensible Signal mix before fiddling with anything else. See Audience.
Start narrow, then widen
A tight Audience and four strong signals beat a wide net with everything on. Widening one Fit dimension and checking quality is easy. Digging good accounts out from under bad ones is not. See Tuning Your Book.
Work top-of-book the day it lands
A signal is freshest on day one. The first 24 hours after a funding round or an exec move is when a personalized message stands out. See Daily Account Review.
Personalize every opener
The draft is a starting point. Add one true, specific detail before sending, and review every message that leaves your account. The detail can be from the signal (funding round amount, hiring role), their bio, or a recent post — anywhere.
Tune from real accounts, one change at a time
Don't adjust the Audience from theory. Look at the actual rows that landed, name the wrong-pattern, change one field, wait one tick, look again. See Fix off-target accounts.
Use Account states
Mark Accounts as you work them (Working / Snoozed / Dismissed). Without states, two teammates message the same company. See Account States.
Revisit the Audience monthly
Positioning, competitors, and best-fit customers shift. Re-read the Audience once a month and tighten anything that's drifted. "Re-draft with AI" is the fast path if the Product has changed materially.