01 · Sourcing Board
Who to hit today
ICP grade, account heat and a no-open-opp filter collapse into one ordered list. The A-fit accounts with rising signal float to the top — a morning to-do, not a report to read. Ranking needs the engine.
FOR BDRS
This is the seat that fills the funnel. Open to a ranked sourcing board — who to hit today, ordered by ICP grade and account heat, no open opp in the way. Work them through a channel-aware sequence that lands as CRM tasks, never auto-sent. Book the meeting, then hand it to the AE with the context already written.
Find the outbound seat in the cityThe BDR seat is the least-built lens — this is the designed board, not a screenshot. Ranking runs on the engine.
THE OUTBOUND MOTION
One straight line from a graded account to a booked meeting on the AE's calendar. Every step is a move Goose logs to the CRM — nothing sits without a next action.
ICP grade, account heat and a no-open-opp filter collapse into one ordered list. The A-fit accounts with rising signal float to the top — a morning to-do, not a report to read. Ranking needs the engine.
A channel-aware step composer — email, LinkedIn, call — writes every touch as a CRM task on your list. The composer ends at “log the task,” on purpose. Goose deploys tasks; it never sends.
Booked meetings land in a needs-outcome bucket with inline chips. When one qualifies, convert it straight to an opportunity — no meeting drifts without a decision behind it.
Search the lead or contact, attach a deal, and book onto an AE's calendar with the context already written. The hand-off carries what the AE actually wants — not a bare calendar hold.
A manager↔BDR 1:1 doc with where-you-stand, carry-forward commitments and follow-through. The BDR 1:1 is still coming together — making its suggestions actionable is on the eval tail.
THE SURFACE
There's no polished BDR screenshot to show — this is the least-built lens, and we'd rather draw the designed motion than fake a screen. Here's the board: the ranked targets, and the next task waiting on each one.
Channel-aware steps that log CRM tasks. Built and interactive in the product mockup.
Needs-outcome bucket, outcome chips, qualified → opportunity. Built.
Lead/contact picker, attach-a-deal, AE calendar booking with context. Built.
ICP score + heat + no-open-opp ordering. Needs the PipelineOS scoring engine to be real.
Making the BDR 1:1's suggestions clickable is on the eval tail.
HOW IT FITS
The BDR isn't running a different system. It's the same accounts the AE and the manager see — same ICP grades, same trust score — just framed for the seat that opens the door.
The grade the manager runs territory on and the AE works a book on is the same grade that ranks your sourcing board. When it re-grades up overnight, it climbs your list too.
Every sequence step becomes a Task on the account — visible to the AE, the manager, and the timeline. Goose never fires the email itself. You stay in the loop; the CRM stays the record.
When you book, the lead or contact is already attached to a deal with the why-now written down. The AE picks it up mid-context — no re-discovery, no cold restart.
Runs on the Goose Engine. Ranking, heat and grade come off the same engine that powers ICP and Forecasting. Turn the BDR seat on the week you staff it — the graded book is already there.
THE SHAPE OF IT
// illustrative — the BDR lens is the least-built seat; the sourcing rank rides the same engine as ICP
THE OTHER SEATS
The BDR fills the funnel; the AE works the book; the manager runs the org. One source of truth underneath — see how it reframes.
See your own accounts ranked into a sourcing board in a 30-minute walkthrough. We'll wire a sandbox, show the outbound composer, and pass a booked meeting clean to an AE.
// the BDR seat is the newest lens — we'll show you exactly what's live and what still needs the engine.