Answer the first three questions
Start with: why this company, what happened, and why might it matter now? The account should fit the commercial brief, and the change should have evidence you can understand.
Read the reasoning underneath the headline score. An attractive number is not a substitute for knowing why the company was recommended.
Check the next move
Next, ask who is relevant, what the suggested approach is and what still needs checking. You may need more company research, a suitable decision maker or a clearer reason to act before progressing.
A useful next move can be “research further” rather than “send an email”. Match the action to the strength of the evidence and the readiness of the account.
Choose deliberately
Accept a suitable opportunity into your process using the controls available to your workspace. Dismiss or qualify weak results with a useful reason. Keep contact discovery, CRM acceptance and outreach as distinct decisions.
The aim is a prioritised review process, not a promise that every day produces the same number of qualified opportunities.
These guides explain Tandem’s product approach and the packages described on this website. Feature access, connections and execution controls depend on your agreed package and workspace configuration.
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Share the question or workflow with the Tandem team.