Where new prospects come from.
Fill in what is missing before anyone calls.
Scored and tiered against your ICP.
Worked, and what came of it.
Standalone mode. Scoring, calling, email, invites and export all work here. Running a ZoomInfo search from this page needs a token — the line under the buttons says where you stand.
Tickers, not company names — ZoomInfo resolves a ticker to one company, where a name match spreads across subsidiaries. One quirk: BA is Boeing on the NYSE but ZoomInfo has resolved it to BAE Systems; check the employer column on the first page and swap to the company name if it came back wrong.
Min tenure sets positionStartDateMax — it asks for people who started before that date, which is the opposite of the Rollover search. Nobody is filtered on age here: ZoomInfo has no age field, so age is worked out after the pull and shown with its basis.
Equitable pre-approval is required before any SCS outreach goes out, and SCS+ material must carry the prospectus language. The app does not check either — that is on you.
| Tier / Score | Signals | Name | Title · Employer | State | Business Phone | Mobile | Status | Actions |
|---|
Import a ZoomInfo contact export (CSV) to score and tier your list.
Column mapping is automatic — you can adjust it before importing.
Adjust these to redefine who scores well. Every lead is re-scored the moment you save.
Hits when either test passes. Age comes from the 🏠 enrichment; graduation year is the fallback.
Both must be true: under the month ceiling in the current role, and another role still marked Present. Set per lead in the detail row, or mapped from an “Other Current Roles” column.
Years at previous companies = Years of Experience minus Years at Current Employer. Only counts when the level test above also passes.
Saved to your account, not to this browser, and encrypted at rest with the same key as your Google and Microsoft tokens. It is never sent back to the page. With one saved, Build list and Enrich work in any browser; without one they only work while this app runs inside Claude. Remove saved token
| App field | CSV column | Matched |
|---|
Employers who have filed a WARN notice — a mass layoff or closure, with a legally required date — matched to the size of their retirement plan from the Form 5500 they file with the Department of Labor. Both are public. Dollars in motion is the plan-wide average balance times the number of workers leaving: an order of magnitude for ranking, not a forecast.
| Employer | Where | Date | Leaving | Avg balance | In motion |
|---|
Where the feed list lives. The built-in feed — this app’s own daily scrape of 41 states’ WARN notices — is on automatically; nobody has to set anything to see the employers. Paste a URL or a JSON list here only to replace it for the whole firm.
Where the Form 5500 files live. Links to the DOL files, saved the same way — the regular Form 5500 and the 5500-SF together in the first box (separated by a space; the SF is where business owners file), Schedule H / I in the second. Google Drive links work. The files are read and checked before anything is saved.
Any export works — the importer matches columns by name, so a ZoomInfo, Apollo or CRM file usually needs no editing at all. This is the shape to aim for when you are building a list by hand, and it shows what each column is worth.
Header names do not have to match exactly. First Name, first_name and FIRSTNAME all land in the same place. Extra columns are ignored rather than rejected, and a single Name column is split into first and last on import.
| Column | Example | What it does |
|---|
If you are pointing a research tool at this — Do Browser, Claude, an assistant — copy the prompt below rather than describing the columns yourself. It is generated from the table above, so it always asks for the columns this app actually reads, and it tells the tool to leave a cell blank instead of estimating it. A list of 155 people with a guessed age column and no phone numbers scores 20 out of 80 and lands entirely in Excluded.
What each signal has to work with. A signal starved of input scores zero on every lead, which looks like a bad list rather than a missing column.
Computed fresh from the list on screen every time this opens. “Worked” means any status past New; “set” means the appointment happened. A rate only shows where the sample is big enough to mean something.
Export from ZoomInfo into Drive, then pick it here — no download, no upload. Spreadsheets only, newest first.
The invite lands on the chosen account's calendar, so that is the address the attendee sees.
From a work mailbox instead (Equitable, a wirehouse) — no connection, no IT approval: Open in work Outlook pre-fills this invite in Outlook on the web, already signed in as you; press its Send and it goes out from that address through the firm’s normal pipeline. Or download the .ics and open it in desktop Outlook.
Sends immediately from the chosen address and logs the touch — it lands in that account's Sent items, exactly as if you had typed it there. Signed out: opens a pre-filled Outlook draft instead.
Your account is your email address. However you sign in below, the same address lands in the same account.
— or with any email and a password —
Paste CSV text — a ZoomInfo/Wiza export or a list Claude sent you. First line must be the column headers.
Every lead checked against the free public record: who is about to reach 59½, whose employer has filed a mass-separation notice, and whose employer has filed an 8-K reporting an officer departure. Nothing here costs a credit.
It appears in Due now the moment it falls due, and the lead moves to Call Back.
They see it in their own list switcher, marked as yours. Only this list — nothing else on your account.
Every advisor and every list, including the ones nobody shared with you. Reclaiming moves a list to you — leads, enrichment and call history together — and removes it from the advisor. It is not a copy: two copies of one call list is how two advisors phone the same person.
| Advisor | Lists | Leads | Last active |
|---|
| List | Owner | Leads | Shared with |
|---|
| # | Advisor | Calls | Emails | Invites | Meetings | Points |
|---|
Points: a call or an email is 1, an invite 3, a meeting set 10 — deliberately lopsided, so nobody wins by dialling numbers they never meant to talk to.