Revenue Intelligence

01 — Overview

The week, at a glance.

Four numbers do most of the talking. Volume uses neutral cobalt; verified signals earn teal; AI drafts show violet sparingly; opportunities wear amber to draw the eye where it matters commercially.

Leads researched 12,438 18.4% vs last week

Verified signals 3,712 6.2% sources synced

AI drafts generated 948 23 awaiting review

Opportunities flagged 214 4.1% vs last week

02 — Pipeline

Charts that don’t shout.

Each series carries one job: blue for sent, teal for verified, amber for replied. No rainbow palettes — the chart should read like the rest of the product, not a marketing deck.

Outbound activity

Send, reply, and verified-source events grouped by day.

Sent Verified Replied

Apr 19 · Tue

Sent1,842

Verified1,204

Replied214

Source mix

Where verified evidence came from this week.

12.4ksignals

LinkedIn 45%

Company sites 25%

News & PR 16%

Google Business 10%

Other 4%

Reply rate by ICP segment

Higher amber bars indicate strongest opportunity tier.

Series ASeries BSeries CPE-ownedPLGEnterprise

Account: Northwind Labs

Composite score across signals.

High intent

78

ConfidenceHigh

Reply likelihood62%

AI draft qualityA-

This week at a glance

Open rate48.2%

Reply rate9.6%

Bounce1.1%

Verified88%

03 — Leads

A table that respects the data.

Dense rows, tabular numbers, calm dividers. Selection state uses a quiet blue wash with an accent edge — enough to find your place, never enough to overwhelm the evidence in each row.

San Francisco × CFO / VP Finance × Series A–B ×

214 results · 3 selected

	Lead ↑	Company	Title	Score	Confidence	Signal	Status	Last touch
	JM Jordan Mehtajordan@northwind.io	Northwind Labs	VP Finance	88	High	Hiring CFO	AI draft ready	2h ago
	RP Rina Patelrina.p@helio.co	Helio Systems	Director, RevOps	82	High	Series B raise	Sent	Yesterday
	DK Daniel Kimd.kim@orbital.gg	Orbital Games	Head of GTM	76	Medium	Press feature	Drafting…	3h ago
	LS Lena Sørensenlena@nordstack.no	Nordstack	CFO	71	High	Hiring 14 roles	New	Today
	MO Marcus Owenm.owen@stripeway.com	Stripeway	Founder & CEO	64	Low	Weak evidence	Bounced	2d ago
	SY Sophia Yinsophia@cascade.ai	Cascade AI	Chief of Staff	59	Medium	Pattern match	Replied	5h ago
	EH Elliot Hassanelliot@signalfox.dev	Signalfox	Head of Finance	52	Verified	Stable	Needs review	1d ago
Showing 1–7 of 214 ‹ 1 2 3 4 … 31 ›

3 selected of 214 · Select all 214 across pages

04 — Campaign

Defining the work, before doing it.

Forms are the slowest part of the product, so they get the most care: dark inputs that don’t glare, focus rings that confirm rather than alarm, and switches that read clearly even when scanned at speed.

Step 2 of 4

Create campaign

Define ICP, sources, and AI personalization rules.

Step 2 of 4

Audience

2

Sources

3

AI rules

4

Schedule

Campaign name * Used internally — leads will not see this.

Owner

Geography

Job titles

CFO × VP Finance × Head of RevOps ×

Description

Helps AI tailor opening lines to evidence.214 / 1000

Daily volume per mailbox

55

Recommended: 40–60 to maintain inbox health.

Send window

to

Verified evidence required

Only send to leads with at least one cross-source verified signal.

AI personalization opener

Use violet model to generate first sentence from research evidence.

Auto-pause on bounce > 2%

Protect domain reputation automatically.

Outbound tone

Direct

Short, evidence-led, low friction.

Consultative

Insightful, framework-led.

Founder voice

Personal, story-driven.

Reply-to address * Email format invalid — please remove the duplicate “@”.

Last saved 12 sec ago

AI assist

Ask the model to refine your ICP.

Prompt

violet model

Upload lead list

Drop CSV or paste rows

Supports up to 50,000 rows · CSV, XLSX

Connected sources

LinkedIn Sales NavigatorLive

Apollo.ioLive

CrunchbaseToken expires

News APIDisconnected

05 — Actions

An action vocabulary.

One button per intent: blue commits, teal verifies, violet generates, amber flags an opportunity, red destroys. Once your eye learns it, the rest of the product gets faster.

Primary action

Secondary & ghost

Semantic actions

Sizes

Segmented & toolbars

Toggles & inputs inline

Verified only Include unverified All time Custom

06 — Meaning

Small surfaces with strict meaning.

A badge isn’t a sticker. Verified is teal because a source was reached. AI Draft is violet because a model wrote it. High Intent is amber because money is on the table. Color is a sentence.

Workflow chips

Each color has one job

Research & quality

Verified Cross-checked Enriched Source linked Stale

AI states

AI Draft Personalized Rewritten Synthesized

Opportunity

High Intent Reply Angle Commercial Signal

Status

Sent Replied Needs review Bounced Missing data

Removable filter pills

CFO × North America × Series B · last 90d ×

Avatars, keys & mono

Avatar sizes

AK AK RP JM

Avatar stack

AKRPJMLS+8

Keyboard hints

⌘K Open command bar ⌘⇧P Personalize draft

Tabular numbers (tnum)

Score	88.4	vs.	62.1
Confidence	0.9132	vs.	0.5421
Reply %	14.7%	vs.	04.1%

07 — Progress

Confidence, drawn precisely.

Linear bars for completion, rings for composite scores, striped pulses for slow background work. Numbers stay in tabular figures so 88 and 12 line up at a glance — a small detail that decides whether a table feels engineered or generated.

Linear progress

Default62%

Verified enrichment88%

AI synthesis74%

Opportunity match46%

Domain warmup93%

Bounce risk8%

Indeterminate — enriching……

Score rings

88

Lead score

72

Confidence

48

Reply odds

Loading & skeletons

AI generating…

Multi-step workflow

Step 3 of 5

Discover

Verify

3

Enrich

4

Personalize

5

Send

08 — Signals

Telling the user what just happened.

Inline alerts live with the work that produced them. Toasts arrive briefly and leave on their own. Both inherit the same semantic family so a green toast and a green alert say exactly the same thing — just at different volumes.

3 new sources syncedLinkedIn Sales Navigator and Crunchbase added 1,204 verified evidence rows.

Campaign launchedSeries A FinTech CFOs is now sending. 214 emails scheduled across 4 mailboxes.

Crunchbase token expires in 4 daysReconnect to keep funding signals up to date.

Bounce rate above 2%Auto-pause is disabled. Pause sending or enable safety controls.

Cross-source verifiedNorthwind Labs CFO hire confirmed by 3 independent sources (LinkedIn, press, careers).

AI rewrote 23 draftsTone shifted from “direct” to “consultative” based on reply patterns.

High-value opportunityHelio Systems just announced Series B. Add to today’s send queue.

Draft savedYour campaign settings have been auto-saved.

AI is generating 12 drafts…Personalized openers will appear in the inbox shortly.

Failed to enrich 3 leadsSources returned 429 — retrying with backoff.

09 — Drawer

One lead, every angle.

The drawer is where everything composes: a verified header, three score tiles, two flavours of tab navigation, and a synthesized opener with the source still attached. The page exists so this view feels honest.

Lead drawer — Northwind Labs

Verified

JM

Jordan Mehta

VP Finance · Northwind Labs · Toronto, ON

Verified across 3 sources Hiring CFO AI draft ready

Lead score

88/100

Confidence

High

Reply odds

62%

Pill tabs (alt navigation)

# Synthesized opener (violet model)
opener = "Saw Northwind just opened a CFO seat after the $24M round— "
         "that’s usually the moment Series B FinTechs rebuild reporting."

Cross-source evidence · 3 verified

LinkedInJordan Mehta — promoted to VP FinanceA+ BetaKitNorthwind raises $24M Series BA CrunchbaseFunding round confirmed Apr 18A TwitterFounder thread on hiring plansB RedditAnecdotal employee mentionC

Source trust

LinkedIn (verified)A+

Press releaseA

Twitter — partialB

Reddit — unverifiedC

Tooltip preview

Click to verify source again

10 — Decisions

Three flavours of “are you sure?”

Destructive moments demand friction — a typed confirmation and a red primary. Send moments need calm — a soft summary and a confident blue. Generative moments wear violet so the model is never confused for a final action.

11 — Discovery

Shortcuts for people who live here.

A right-click menu, a ⌘K command bar, a tooltip that explains why a row is teal. The product earns power-user status only when these three feel like the same thing — quiet, fast, in palette.

Dropdown menu

Command bar (⌘K)

Tooltips & helpers

Verified by 3 cross-checked sources AI personalized this opening line High-intent: hiring CFO + recent raise

No sources connected

Connect at least one to start gathering signals.

12 — Activity

What happened, in order.

Timelines and inbox lists are the product’s memory. Dot colors recall the same vocabulary used everywhere else: teal verified, violet AI, amber opportunity, green sent, red bounced. No new ideas — just the ones the user already trusts.

Account activity — Northwind Labs

Apr 22 · 09:42

Verified evidence added — LinkedIn confirms Jordan Mehta joined as VP Finance.

Apr 22 · 09:48

AI synthesized a personalized opener using 3 evidence rows.

Apr 22 · 10:14

Opportunity flagged — hiring CFO + recent $24M Series B raise.

Apr 22 · 11:02

Email sent from aisha@revel.ai.

Apr 22 · 13:21

Reply received — “Interesting timing, can we chat Thursday?”

Inbox

7 new

JM

Jordan Mehta2h

Re: timing on the new finance team

Interesting timing, can we chat Thursday…

Hot replyAI suggested

RP

Rina Patel5h

Re: Series B and revops priorities

Thanks — send me a deck and I’ll loop in…

DK

Daniel KimYesterday

Out of office until Apr 24

I’m away from my inbox, will respond…

!

Mailer Daemon2d

Delivery failure — m.owen@stripeway.com

Bounced

13 — System

The system underneath.

If everything above held together, it’s because of these. Surfaces stack instead of glow. Accents have one job each. Typography stays light and lets the data carry weight. The brand is restraint.

Palette swatches

All values traced to the design system tokens.

Surfaces

bg-950

#0C1322

bg-900

#111A2B

bg-875

#162134

card

#1B2940

active

#22324C

strong

#2A3D5C

Action — Blue

100

#E8EEFF

300

#8EB0FF

500

#4F7CFF

600

#3F6EF5

700

#315FE8

22%

alpha

Verified — Teal

100

#DDF9FC

200

#9BEAF1

500

#21C7D9

600

#12B8CB

700

#0F9FB0

16%

alpha

AI — Violet

100

#EEE8FF

200

#CDBEFF

500

#7A5AF8

600

#6D4EF0

700

#5B3FE0

16%

alpha

Insight — Amber

100

#FFF4D6

200

#FFD98F

500

#F5B942

600

#E5A52A

700

#C98C1C

16%

alpha

Status

success

#22C55E

warning

#F59E0B

danger

#EF4444

border-soft

#1A2538

border

#25324A

border-strong

#31415F

Typography hierarchy

Light weight headlines, calm body, tabular numbers.

Display Hero · 56 / 300

Outbound, evidence-led.

Section heading · 32 / 300

Verified research, every send.

Sub-heading · 22 / 300

A serious intelligence workspace.

Body · 16 / 300

Search leads, enrich them from many sources, and convert verified evidence into highly personalized outbound. The interface should feel deliberate and high-trust at every step.

Caption · 12 · tabular

SCORE 88.42 CONF 0.9132 REPLY 14.7% BNCE 01.1%

Code body · 12 mono

// theme tokens
const primary = "#4F7CFF";
const verified = "#21C7D9";
const ai = "#7A5AF8";
const insight = "#F5B942";

14 — Patterns

Production patterns, in plain view.

The flagship layer. Forms with real state, tables with selected/sorted/empty/loading, calm system messages, and the signature surfaces — insight callouts, evidence panels, AI recommendations, confidence indicators — used consistently across the product.

Opportunity · Insight

Acme Corp just moved $48M from a bond fund — high-intent window opens for ~21 days.

Treasury rotation events historically precede CFO-led RFPs by 3–4 weeks. This signal correlates with a 2.4× lift in reply rate when contacted within the next 14 days with evidence-led messaging.

SOURCE 13F · SEC.gov CONF 0.92 WINDOW 21d

Verified evidence · 3 sources

"We're consolidating outbound tooling around platforms that prove every claim with cited research, not generic AI fluff."

earnings-q3-2025.pdf · p.14 · linkedin.com/in/jane-doe · post 2026-04-08 · techcrunch.com · 2026-04-02

AI recommendation · Sequence v4 will outperform v3 by ~17% on this segment

Based on 1,284 sends across CFOs at $50M–$500M ARR companies in the past 90 days. Drafted variants are evidence-led and reference the treasury rotation insight above.

HIGH 0.92

Why This signal is rare (3.1% of accounts in scope), repeats reliably, and we have first-party CFO contacts already verified at 92% confidence — meaning your team can move on it in under 4 minutes.

8 new accounts entered your ICP this morning

Treasury & finance signals matched 8 accounts. Auto-research will complete in ~6 minutes.

Domain warm-up complete · revel.ai

Sender reputation reached 96/100. Ready for production volume.

Reply rate down 18% week-over-week on Sequence v3

Most likely cause: subject-line fatigue across the CFO segment. AI recommendation available above.

Mailbox limits exceeded · 2 mailboxes paused

jordan@revel.ai and casey@revel.ai are over daily quota. Review send pacing.

Form system

Sender profile

Long-form patterns: grouped fieldsets, validation, helper text, addons, multi-select.

Saving…

Identity

Displayed on every outbound message and in the recipient's inbox.

First name Looks good

Last name Last name is required

Reply-to email optional

https:// VERIFIED

If unset, replies go to the original sending mailbox.

Internal handle Read-only — set by your workspace admin.

ICP segments

Add the segments this profile is allowed to send to.

Segments

CFOs · 50–500M ARR VP Finance · Series C+ Treasury leads

Press Enter to add. Drag to reorder.

Sender bio Used in AI personalization. Keep under 240 characters for best results.

AI will personalize this bio per recipient using your verified evidence — never generic templating.

Changes apply to all 4 active sequences using this profile.

Form system

Sending preferences

Selection cards, switches, and grouped settings rows.

Evidence-first

Every message cites at least one verified source. Best reply quality.

Hybrid

Balance personalization speed and depth. Good for warm segments.

Pause on negative reply sentiment

Sequence auto-pauses when AI detects a hostile reply. Recommended.

Send only 09:00–17:00 recipient local time

Improves open rate by 11% on average across CFO segments.

Require human approval before first send

Adds ~12 minutes to launch but reduces error rate to near-zero.

Last edited 2 minutes ago by you

Table system

Pipeline · 412 verified accounts

Selected rows, sorted column, hover-reveal actions, sticky header.

2 selected ·

Account	Owner	Score	Reply rate	Status
Acme Corp acme.com · 2,400 emp	Jordan Vega	94.20	18.40%	Verified
Northstar Holdings northstar.com · 880 emp	Casey Lin	91.08	16.20%	AI-drafted
Lighthouse Capital lighthouse.io · 1,120 emp	Jordan Vega	88.42	14.70%	Treasury signal
Pinecrest Industrial pinecrest.co · 540 emp	Casey Lin	82.10	11.30%	Researching

Showing 4 of 412 · loading 2 more

Empty state · No accounts yet

No accounts in this view

Import a CSV, connect your CRM, or let auto-discovery fill this view based on your ICP.

No search results

No matches for "treasury rotation"

Try removing filters, broadening the segment, or saving this query as an alert for when matching accounts appear.

Outbound that knows what it knows.

The week, at a glance.

Charts that don’t shout.

Outbound activity

Source mix

Reply rate by ICP segment

Account: Northwind Labs

This week at a glance

A table that respects the data.

Defining the work, before doing it.

Create campaign

AI assist

An action vocabulary.

Small surfaces with strict meaning.

Workflow chips

Avatars, keys & mono

Confidence, drawn precisely.

Linear progress

Score rings

Loading & skeletons

Multi-step workflow

Telling the user what just happened.

One lead, every angle.

Lead drawer — Northwind Labs

Jordan Mehta

Three flavours of “are you sure?”

Shortcuts for people who live here.

Dropdown menu

Command bar (⌘K)

Tooltips & helpers

What happened, in order.

Account activity — Northwind Labs

Inbox

The system underneath.

Palette swatches

Typography hierarchy

Production patterns, in plain view.

Sender profile

Identity

ICP segments

Sending preferences

Pipeline · 412 verified accounts

Empty state · No accounts yet

No search results

Loading skeleton