Choose or create a segment
Pick a segment to configure its Steps 2–5, or add / duplicate / archive below. You're not locked to five.
Each brand is enrolled in only its best-match segment — never emailed twice. Archiving hides a segment from outreach but keeps its data.
Define the segment —
Instructions — how a segment is defined
Describe the segment the way you talk about it: each signal is a Must have (required — outside the band = suppressed for this segment) or Nice to have (ranks brands higher), with a value band ("between X and Y"; leave an end blank for no min / no max). Passing the must-haves scores 50; nice-to-haves carry a brand from 50 to 100. Presets come from the Jun 11 meeting. Two power tools live at the bottom of this step: ➕ Add a signal (measures not in this definition yet — new ones land there first) and ⭐ Calibrate by example (search any pulled brand — clients included — and back-solve bands from brands you know).
Loading a live brand sample for the charts…
(active HubSpot relationship — deal, sequence, or reply; held out of cold outreach). Both still make fine calibration examples.Make it official — save, then re-score
Sequences & Smartlead campaigns
Edit copy and push it to Smartlead from the Sequences page — the toolbar there shows which segments are out of sync after a save and lets you push in one click. Use the controls below only if you need to re-push copy from here, Detach a segment (pauses its campaign in Smartlead, doesn't delete it), or wire a new segment for the first time.
Next: enrich contacts, then work the queue
Scoring decides who; the rest of the flow gets you someone to email and a decision per brand:
1 · Enrichment ↗
Apollo finds the decision-maker for scored brands (tiers + roles set in the Global panel above); BetterContact verifies their email. Runs once Evan flips enrichment to production after you approve the scored cohort.
2 · Review Queue ↗
Every non-suppressed brand with its score, segment, and contact — approve, hold, or reject each one (keyboard: j/k to move, a/h/x to decide). Approved brands are what campaigns enroll.
The order that keeps everyone confident: define (2) → verify copy (3) → wire (4) → enrich → review → campaigns go live. Each page hands off to the next.
Score thresholds
One set of thresholds for every segment. Under the criteria model a brand that passes every must-have starts at 50, and nice-to-haves carry it toward 100 — so a threshold is "how many of the nice-to-haves does Hot require?" Hot at 75 means at least half the known nice-to-haves hit. Edits apply to all segments; the preview re-buckets live.
Hot — immediate priority, highest-touch sequence.
Warm — strong prospect, standard sequence.
Cold — worth a light touch, lowest-intensity sequence.
Suppressed — failed a must-have, hit a deal-breaker, or caught by a global gate (revenue floor/ceiling, excluded category, HubSpot relationship). Every qualifying brand scores at least 50, so a Cold line below 50 never suppresses on its own.
Too many Hot brands? Raise the Hot threshold. Want a bigger Cold pool? Lower the Cold threshold. Tune until the sample brands in the preview land where you'd expect them.
Scoring rules & targets
Applied to every segment: trajectory basis, target categories (for Category fit), and the disqualifiers that skip a brand before scoring.
The criteria model reads YoY growth and MoM growth as two separate signals — band either (or both) per segment in Step 2, no global switch needed. Both are always visible per brand in the Review Queue’s ⓘ popup. (The old global “growth basis” toggle only steered the retired weight-slider variable, so it was removed rather than left as a switch that does nothing.)
Pulled from the actual categories in the cohort, so they always match. With nothing unticked (the default) category plays no role. Takes effect on the next re-score.
These rules run before scoring on every segment. Any brand matching an enabled rule is skipped entirely — not enriched, not enrolled.
Finished your segments? Click Save config above. Evan’s pipeline uses the latest saved version automatically — nothing to send, nothing to email.
Need to revise later? Come back, make edits, hit Save again. Each save is versioned — the last 10 are kept.
Contact enrichment
Enrichment set-up has moved to the Enrichment page → Set-up & run — segments, tiers & caps, email quality, and decision-maker roles now sit next to the credits, coverage, and attempt history they affect, along with the batch run button. Settings still save into this scoring config, and the pipeline reads the same block on every run. The Enrichment mode toggle (the spend gate) stays in the toolbar above.
HubSpot suppression — never email a relationship
At the start of every re-score, the pipeline reads NAVIRA's HubSpot and suppresses brands with evidence of a relationship — never just "we emailed them once." Your ~5,000 past-outreach leads stay fair game; active clients, open deals, and live conversations are protected. Rules below are read from the saved config; if HubSpot is unreachable the re-score proceeds on the last-synced list (clients stay protected either way).
Always on (not configurable): contacts who unsubscribed are suppressed permanently — that one is legal, not strategic. Suppressed brands leave the Review Queue on the next re-score.
Your brands, scored live — sample per segment
How a brand gets scored
Click any brand for its breakdown. With unsaved edits these differ from the Review Queue until you Save & re-score.