Tandem
Tandem knowledge base

Good questions.
Clear answers.

Practical guides to finding your next customer, running Missions and getting more from Tandem.

32useful guides.
One place to start.

Explore the guides.

32 guides across 8 topics

Getting started

Guide 1 min read

Understand the Tandem workflow

A practical introduction to the intelligence layer around your commercial workflow.

Guide 1 min read

Choose between Core and Complete

Decide whether you need proactive prospecting or the wider connected commercial workflow.

Guide 1 min read

Prepare your first Mission

Get your targeting, exclusions and review process clear before research begins.

Guide 1 min read

Meet Hunter, Piper and Amelia

Understand the specialist AI roles without needing to learn the internal architecture.

Discover & Missions

Guide 1 min read

Build a useful Company Brain

Give Tandem the commercial context it needs to judge what a good opportunity looks like.

Guide 1 min read

Write a clear Mission brief

Turn a plain-English request into targeting rules you can confidently approve.

Guide 1 min read

Understand Mission approval and status

Know what an active Mission authorises and what to check when research stops.

Guide 1 min read

Refine targeting and exclusions

Improve relevance without turning every weak result into a reason to start again.

Signals & opportunities

Guide 1 min read

Read Signals without overstating intent

Separate an observed change from an interpretation of what it could mean.

Guide 1 min read

Review a Daily Opportunity

Use the account, evidence and next action to decide what deserves attention.

Guide 1 min read

Understand opportunity scores

Read fit, timing and contact readiness as separate dimensions, not a guarantee of a sale.

Guide 1 min read

Use feedback to improve relevance

Make accepted and rejected opportunities useful inputs to the next round of research.

Commercial workflow

Guide 1 min read

Move from company research to the right contact

Choose a relevant decision maker after you have established why the account matters.

Guide 1 min read

Review outreach before it is sent

Turn research into a relevant conversation without giving up human control.

Guide 1 min read

Keep the next step visible in Pipeline

Use shared commercial context to progress a deal rather than just record its stage.

Guide 1 min read

Connect meetings to customer growth

Carry the relationship context through preparation, follow-up, renewals and expansion.

Plans & allowances

Guide 1 min read

Compare Launch, Growth and Scale

Understand the levels within Core and Complete before choosing a package.

Guide 1 min read

Understand recommendations and contact allowances

Plan company research and contact discovery as separate parts of the workflow.

Guide 1 min read

Understand subscription and implementation costs

Separate recurring package pricing from the work needed to configure your rollout.

Guide 1 min read

Plan a focused Tandem rollout

Agree the first commercial outcome, the people involved and the boundaries before adding complexity.

Connections & controls

Guide 1 min read

Understand email and calendar connections

Prepare the account access and workflow questions to resolve before connecting a service.

Guide 1 min read

Keep access and approvals clear

Separate who can see information from who can authorise research or customer-facing actions.

Guide 1 min read

Separate research approval from outreach

Know why an approved Mission is not permission to contact every company it finds.

Guide 1 min read

Check data, evidence and AI output

Review the underlying information before relying on a commercial recommendation.

Partner network

Guide 1 min read

Choose a partner route

Understand the difference between introducing an opportunity and helping deliver the outcome.

Guide 1 min read

Understand the three solution partner levels

Explore Certified, Growth and Premier without assuming unconfirmed thresholds or rewards.

Guide 1 min read

Prepare a qualified referral

Bring enough commercial context for Tandem to understand the opportunity and agree the next step.

Guide 1 min read

Prepare to become a solution partner

Show how your business can help customers implement, adopt and improve Tandem.

Troubleshooting

Guide 1 min read

When a Mission is not finding opportunities

Check status, schedule, scope and allowance before assuming the research is broken.

Guide 1 min read

When recommendations are not relevant

Find the mismatch between your intended customer and the evidence behind a result.

Guide 1 min read

When a suitable account has no usable contact

Keep company fit and contact readiness separate while deciding the next sensible action.

Guide 1 min read

Get help from Tandem

Send the information needed to understand your question without sharing secrets or unnecessary data.

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