HUB OVERVIEW

Pipeline overview

See what needs attention across your active campaigns.

PIPELINE HEALTH

Partnership progress

NEXT UP

Needs attention

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RECENT PARTNERS

Relationship snapshot

Partner	Contact	Stage	Deliverables	Next action

Contacts

Manage company contacts and campaign relationships.

Select records below

Select all	Company	Campaign	Primary contact	Status	Our team provides	Partner provides	Follow-up

MASTER DIRECTORY

Companies

One consolidated company record, even when it appears in multiple campaigns.

CONTACT DATABASE

Contacts

Review every saved contact and the campaigns connected to that person.

Contact	Company	Title	Campaigns	Latest status

ACTION CENTER

Follow-ups

Prioritized tasks and outstanding partnership commitments.

TASK QUEUE

Due and upcoming

DELIVERABLES

Outstanding items

ORGANIZE OUTREACH

Campaigns

Group contacts by campaign, initiative, or outreach wave.

COMPANY INTELLIGENCE

Company intelligence

Manage company domains and known email conventions, then use them across research and CRM.

Import company file

Email pattern finderGenerate possible work-email formats, infer a pattern from a known public address, and save confirmed conventions for future campaigns.

PATTERN INPUTS

Find possible conventions

Company Company domain First name Last name Known public employee email Optional — used only to infer the naming pattern

POSSIBLE FORMATS

Generated emails

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Enter a name and company domain to generate possible email formats. Generated addresses are possibilities, not verified deliverable emails.

AUTO POPULATE

Apply a company pattern to missing emails

Select one company. HUB loads its saved domain and pattern, then can apply that convention to every matching research contact that is missing an email.

Company Domain Email pattern

Select a company to preview contacts missing emails.

SAVED COMPANY PATTERNS

Pattern library

Company	Domain	Preferred pattern	Example	Confidence	Source	Last updated

CONTACT DISCOVERY

X-ray research

Build reusable searches, open them in Google or Bing, and export results by campaign.

SEARCH BUILDER

Build an X-ray search

Website Campaign Company Location Job titles to include Keywords to include Keywords to avoid Keyword matching Saved template

GENERATED QUERY

Search query

CAMPAIGN EXPORT

Export campaign CSV

Campaign

RELEVANCE RULES

Keyword bank

Control which titles and profile text make a contact relevant. Add keywords one per line or separated by commas.

Event preset

Core capabilityStrongest C2 / mission signalsPoints per match Supporting technologyTechnology tied to the missionPoints per match Defense / federal marketDefense-market evidence; counted once to avoid keyword stackingPoints per match Commercial functionRelevant roles; counted once so generic BD terms do not over-scorePoints per match Negative signalsKeywords that lower relevancePoints per match

GOOGLE FIRST-PAGE RESULTS

Review imported search results

Use the included Chrome extension on a Google results page, then send the visible first-page results into this campaign.

Assign campaign

No Google results imported yet. Install HUB Research Assistant from the included google-results-extension folder, then send Google results into this workspace.

SAVED VIEWS

Search Category Company Email Sort by

	Name / Result	Title	Category	Company	Possible email	Confidence	Relevance	Review	Source URL	Snippet

CAMPAIGN SUPPORT

Activities

Track initiatives, launches, events, and outreach programs.

Pipeline overview

Partnership progress

Needs attention

Relationship snapshot

Contacts

Companies

Contacts

Follow-ups

Due and upcoming

Outstanding items

Campaigns

Company intelligence

Find possible conventions

Generated emails

Apply a company pattern to missing emails

Pattern library

X-ray research

Build an X-ray search

Search query

Export campaign CSV

Keyword bank

Review imported search results

Activities

Local backup folder

Download full backup

Automatic local protection

Backup before closing

Restore HUB from a backup