What should YouSpot keep an eye on?
The things it can notice for you, grouped by the part of your week they belong to. Pick the ones that sound like yours.
Your network
Who's gone quiet, who's new, and the warmest way into a company.
- Your networkDana went quiet 8 months ago. She sent you two referrals, and the draft's ready to send.
Who sent me work before and has gone quiet?
Mondays · reads your sent mail and LinkedIn
Runs as Reconnect nudges
- Your networkDana Whitfield, who sent you two referrals in 2024, moved to Meridian Health. A note is ready.
What changed for the people most likely to send me work?
Tuesdays · watches for moves, checks the news
Runs as Network updates
- Your networkYour Aug 14 note to Priya went quiet. Leo said no to your May quote until Q4, and Q4 is here.
Which live conversations are going quiet?
Mondays · reads your sent mail
Runs as Cold thread nudge
- Your networkThe Meridian project added four people to your network. Sam is the one worth a note.
Who did this project add to my network?
Fridays · reads your projects
Runs as Network additions
- Your networkDana introduced you to Ravi at Orbit. Dana has sent you two clients before.
Who just got introduced to me, and by whom?
When an intro arrives · reads your inbox and network
Runs as Referral arrival brief
Around your calls
Walk in caught up. Walk out with the note already written.
- Around your callsYour 2pm with Priya: what you last discussed, and what's still open.
Who am I meeting today, and what do I owe them?
Weekday mornings · reads your calendar and email
Runs as Meeting prep
- Around your callsA new name in your inbox becomes a person in your network: who they are, what they're asking.
Who just emailed me, and who do we both know?
When an email arrives · reads Gmail, researches the web
Runs as New contact research
- Around your callsReact :memo: to any Slack message and the whole thread becomes a note in your brain, linked to the people in it.
Can that Slack thread become a note on the right person?
When you react :memo: · reads Slack, writes a note
Runs as Slack thread to note
- Around your callsYour note from the June call with Alice Chen: phase two at a fixed $18,000, and you owe her a revised timeline. The signed scope agrees on the price.
What do I already know about them?
Whenever you ask · reads your notes, files and connections
Ask it in chat
- Around your callsElena wants the timeline by Friday, your call is Thursday at 10, and you still owe her the workshop notes.
What's the latest with this client?
Whenever you ask · reads every mailbox and calendar you connect
Ask it in chat
Invoices and rates
What your sent mail says you invoiced, and what you charged last time.
- Invoices and ratesINV-2231 to Priya: sent Aug 12, net 30 stated, nothing back on the thread. Draft's ready.
Which invoices has nobody replied to?
Mondays · reads your sent mail
Runs as Invoice follow-ups
- Invoices and ratesYou quoted Devi $14k for a scope like this in March, fixed price, net 30.
What did I charge for work like this before?
When someone asks your rate · reads your sent mail
Runs as Quote history
- Invoices and ratesHarper has come back each spring for three years. Last brief landed in April.
Which past client's next cycle is coming round?
Mondays · reads your sent mail
Runs as Repeat-client cue
Promises
What you said you'd do, and what people said they'd do for you.
- PromisesYou told Marcus you'd send the proposal Tuesday. Sam said he'd send the vendor list Monday. Both are past.
What did I promise by email and haven't done?
Fridays · reads your sent mail
Runs as Commitment tracker
- PromisesTwo emails need an answer, and one's from the client who sent you referrals.
Which emails are waiting on me?
Weekday mornings · reads your inbox and network
Runs as Inbox triage
- PromisesTwo follow-ups came due: Marcus about the proposal, and Dana you said you’d call.
What follow-ups are due today?
Weekday mornings · reads what you set
Runs as Follow-ups due
Your own work
The project you finished and told nobody about.
Keeping up
What moved in your field, and who you're about to talk to.
- Keeping upThree things moved in your field this week. The FCA ruling is the one your clients will ask about.
What moved in my field this week?
Runs once · reads the web
Runs as Industry news brief
- Keeping upTwo of this morning's issues are worth your time. The one on pricing has a new idea in it, and the whole issue is kept so you can ask about it later.
What was in my newsletters this morning?
Weekday mornings · reads the newsletters you pick
Runs as Newsletter roundup
- Keeping upMeridian sells compliance tooling to mid-size banks, raised a Series B in June, new CFO since March.
What should I know about this company before we talk?
Runs once · reads the web
Runs as Company brief
- Keeping upHubSpot shipped its biggest release in years. Angela DeFranco fronted it, and you have known her since 2014.
What's new with the company or person I'm watching?
Weekly · watches one name across LinkedIn, X and the web
Runs as Watch a company, brand or person
- Keeping upThree new posts about personal CRM worth your time. The top one has 400 reactions.
Who's posting about the topics I follow?
Weekday mornings · searches LinkedIn posts
Runs as LinkedIn post watcher
- Keeping upFour new posts mention your company. The sharpest one has 900 likes and a question you should answer.
Who's posting on X about the topics I follow?
Weekday mornings · searches X posts
Runs as X post watcher
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