Terminology Guide

Profitability, Urgency, Reachability, Engagement, Sustainability — the five-dimension scoring engine that sorts prospects into Tier 1A/1B/1C.

Sourcing, Assessing, Listening, Empowering — the full client-acquisition loop, from a scored prospect list to referral-driven growth.

Positioning, Investment Capacity, Traction/Stage Fit, Contactability, Heft/Seniority — a 100-point fit score for ranking investors and capital sources.

The omnipresent, context-aware chatbot layer. Answers questions about your workspace and the frameworks — never changes anything on its own.

The action-taking AI layer. Creates and completes tasks, moves calendar blocks, and drafts (never auto-sends) email — every action lands in a visible activity log.

The home screen: To Do, Calendar, Reports & Documents, and Top of Mind — one AI-assisted view instead of tab-hopping.

The three P.U.R.E.S. outreach tiers — 1A is the highest-scoring, highest-priority group of prospects.

A specific, high-impact, non-routine action completed daily to advance the week's stated intention.

One primary goal set for the week, with a measurable success metric and daily progress tracking.

A shared workspace for a team — pipelines and target lists shared with edit/view roles and full change attribution.

Every Higgins report moves through Stage 1 (Directional), Stage 2 (Draft), and Stage 3 (Final) — each with a specific review job.

The first version of a Higgins report or curriculum. Confirms overall direction and approach before deeper work begins.

A full working draft with most content in place. The client reviews and suggests improvements.

The near-complete, polished version. Only fine-tuning is needed before sign-off.

The 0–100 total from a P.I.T.C.H. scoring pass, sorting investors into four outreach tiers (Priority down to Emerging).

The auditable record of every action HAL has taken on a user's behalf, separate from the general chat history.