Decoding Early-Stage Insights: Your Guide to Fast Feedback Buttons

Thumbs Up (Like)

This insight is relevant and valuable to your team. It aligns with your target market, service offerings or strategic objectives. 

When to use it: 

• When an insight sparks interest or highlights a clear opportunity
• When an insight provides valuable information or helpful intel about a known opportunity 
• To reinforce to our system that this type of insight is valuable, and you would like to see more like it.

Impact: Our AI learns from your positive signals, improving the relevance and quality of future insights delivered to your dashboard.

Thumbs Down (Dislike)

This insight is not relevant or useful to your current priorities. It might be outside your geographic focus, industry niche, or ideal timing stage.

When to use it:

• For insights that are clearly off-target or irrelevant.
• To filter out "noise" and prevent similar irrelevant insights in the future.
• When the information isn't actionable for your specific service lines.

Impact: This signals to our AI what not to prioritize for you, helping to prune your feed and reduce irrelevant content over time. You are also welcome to leave a note to provide additional context in the Log Progress section.

This opportunity does not align with what you or your team are looking for, and you would not like to see opportunities like these in the future.

Bullseye

This is a highly relevant, high-priority insight that represents a strong opportunity. It's a perfect fit for your capabilities and should be pursued actively.

When to use it:

• When an insight indicates a significant, timely opportunity that directly aligns with a core service offering
• For projects where you see a clear path to pre-positioning or immediate engagement.

Impact: Designates top-tier opportunities for immediate attention and helps our system learn what constitutes a "perfect" fit for your business. 

Add to CRM

This insight has been or will be added to your CRM system. NOTE: This button does not trigger an automatic sync to your CRM system. Its purpose is to provide a way to track which opportunities have been added to your CRM system.

When to use it:

• To track when an insight has been validated and is ready to be added to your CRM system (or other internal pipeline tracking system).

Impact: Our AI learns what constitutes an actionable insight for your business, and pipeline impact becomes trackable on Citylitics.

Add to Action List 

This insight is relevant and actionable, requiring immediate follow-up or internal discussion within your team. It's ready to move into your sales process.

When to use it:

• When an insight needs to be assigned to a sales representative, discussed in a pipeline meeting, or requires further research by your team.
• For leads that you intend to pursue in the short term.
• For leads where you plan to reach out to the contacts in the short term.

Impact: Streamlines the transition of insights into your sales workflow, ensuring promising leads aren't overlooked and are efficiently tracked.

Add to Future List

This insight is relevant and potentially valuable, but the timing isn't right for immediate action. It's something you want to keep an eye on for later.

When to use it:

• For insights on projects or trends that are too early-stage for current pursuit but warrant monitoring.
• When a potential client or opportunity aligns with your goals, but you anticipate a longer sales cycle or need to wait for further developments.
• To build a long-term pipeline of potential opportunities.

Impact: Helps you organize and nurture leads that aren't hot today but could become significant opportunities tomorrow, preventing valuable intelligence from being lost.

Hide

This insight is irrelevant or has already been acted upon, and your team no longer wants to see it in your main feed. It's a way to declutter your view.

When to use it:

• For insights you've already pursued and closed (won or lost).

• For content that is definitively not useful to anyone on your team and doesn't need to inform the AI further (unlike "Thumbs Down" which teaches relevancy).

Impact: Cleans up your dashboard, allowing you to focus on new and pertinent insights. It ensures you're always viewing the most current and relevant opportunities. NOTE: hiding insights hides them from ALL users.