Daisy SalesIQ

Contents

The big picture

Everything in SalesIQ flows through one loop:

📰 News Feed

The curated news stream — refreshed all day, every weekday.

• 1A story card. When several outlets cover the same story they stack into one card ("2 articles") — click the title to read them all in a swipeable reader. The green score badge (1–10) is the AI's relevance rating for Daisy; only articles above the threshold appear here. Foreign-language articles are translated automatically and marked with a "Translated" badge.
• 2Research Target — the most important button in the app. The AI reads the full article, identifies every company with a Daisy opportunity, and creates a Target for each (takes ~2–3 minutes; results land in the Targets tab).
• 3Star saves an article to your favorites (the ⭐ filter at the top shows only starred). Favorites are yours — each user has their own.

Relevance scores

Every article is read and scored 1–10 by the AI against Daisy's business — our products (rugged displays, panel PCs, keyboards), certifications, markets, and the companies we care about. As a rule of thumb: 1–3 is background noise, 4–6 is worth a skim (a real company or program we track, weaker Daisy angle), 7–8 is a solid signal (contract awards, program news with a clear hardware need), and 9–10 is act-now material (a tracked customer winning work that needs what we sell). The feed only shows articles at or above the display threshold — everything is kept, so lowering the score filter reveals the rest.

Filters & sorting

• Score dropdown (top right) — hide anything below a score: All, ≥3, ≥5, ≥7, ≥9. Starred articles always show regardless.
• Sort — "Day & Relevance" (default: newest day first, best stories on top within each day), or by date/score alone.
• Group toggle — stacks same-story coverage from multiple outlets into one card; turn it off to see every article separately.
• Search box — matches headlines, companies, and the AI's signal notes.
• Company / Keyword / Industry chips — limit the feed to one tracked company, one search keyword, or one industry group.
• Date range — from/to pickers for a specific window.
• ⭐ — show only your starred articles; ✕ — clear every filter at once.

🎯 Targets

A Target is a researched sales opportunity: one company, one opportunity, with the full AI brief and real contacts attached. This tab is your pipeline.

• 1The target card — company, opportunity title, key facts (market, deal size, urgency), the opportunity summary, the source article, and contact cards with LinkedIn and Apollo profile links.
• 2Create Email Sequences / Create Cadence — builds outreach cadences in Apollo from this target (see the next section). Green = no cadence exists yet. Red outline (↻ Recreate Cadence) = someone already created one — next to it you'll see who and when. You can always recreate.
• 3✉ Email Report — Rose emails you the branded Word report for this target (arrives in your inbox in a minute or two).
• 4View Details — the full brief in a popup: entry path, certifications, competitive notes, next steps, drafted cold emails, and the cadence history.
• 5🏢 Add to Account / Move — file this target under a company profile (targets usually file themselves automatically — see Accounts below).
• 6Research Again — re-runs the full research on the source article (refreshes the brief and contacts; keeps the account link).

⚡ Cadences (Apollo email sequences)

One click turns a target into outreach — safely.

When you click Create Cadence, SalesIQ drafts a 3-touch email sequence tailored to the target, finds and verifies contacts in Apollo, and builds everything under your name: you become the sequence owner in Apollo and the emails send from your connected mailbox. Rose then emails you a confirmation with a direct link to each cadence.

Nothing ever sends automatically. Every cadence is created inactive — you review it in Apollo and flip it on yourself when you're happy. Each enrolled contact also gets a "Description" and "Target Notes" written to their Apollo record so the full context travels with them.

🏢 Accounts

One living intelligence profile per company — the big picture behind every target.

• 1Search looks inside everything — company names, programs, products, people. Type "XM30" and every account whose profile or targets mention it appears.
• 2Industry filter — Aerospace/Defense & Maritime, Food/Life Science & Industrial, Oil/Gas & Energy (the tag sits on each tile's corner).
• 3Account tiles — logo, fast facts, and the target count. Click to open the full profile.

Inside a profile you'll find the company overview, business units, programs & projects, their products that need displays/PCs/keyboards, government contracting history, news & timeline, key people — and the Targets section above: every active opportunity at that company as a tile, each with View / ✉ Email / Create Cadence buttons (same color coding as the Targets tab).

Profiles build themselves. Whenever anyone researches a target, it automatically files into the right account — subsidiaries roll up to the parent (a GD Land Systems target lands under General Dynamics), the source article joins the account's news and timeline, and if the company has no profile yet, one is created and fully researched automatically. Rebuilding a profile never removes its targets — they actually feed the rebuild as evidence.

⚔ Competitors

Intelligence profiles on the companies we compete against.

• 1Search works like Accounts — names, NSNs, programs, people, anything in the profiles.
• 2Competitor tiles — click for the full profile: who they are, government award history, the products they supply (and to whom), recent news, social-media sales signals, and AI competitive takeaways. ✉ Email Report works here too.

🔎 Keywords

What the news pipeline searches for — and how to add to it.

• 1The request box — describe a company or keyword you want tracked (view-only list below it shows everything currently searched).
• 2Send Request — Rose emails your request to Greg with your name on it. Once added, coverage starts the next weekday.

✉ Requesting a full sales report from Rose

For deep prospecting research on a company, program, or project — beyond a single news article.

💡 Good to know

• Every ✉ Email Report goes to your sign-in email address.
• You stay signed in on your device. Forgot your password? Ask Greg for a reset — Rose will email you fresh sign-in instructions.
• The Targets tab shows your targets; favorites and filters are also per-person.
• Research takes 2–5 minutes — results appear automatically, no need to refresh.
• Cadences never send anything until you activate them in Apollo.

Request an addition

Want a company or keyword added to the news search? Describe it below — Rose will email your request to Greg.