Warm pathsRudyAccountsSuper Connectors

A Paths page, account categories and account maps in Rudy

Search every warm path in one place, sort your accounts into categories, and see which accounts your network can reach. Try the new Paths page first and ask Rudy about any relationship on it.

A Paths page, account categories and account maps in Rudy

Heads up

Rudy users

Doors are now called Account-level paths. Same paths, a clearer name and a more focused layout.

New this week

Warm pathsNEW

Search every warm path in one place

The Paths page under Network lets you search all your warm paths with filters, including whether the account matches your ICP. Each path shows a confidence badge, and Ask Rudy summarizes the relationship and suggests next steps.

AccountsNEW

Organize accounts by category

Accounts now carry a category, such as Prospect, Open Opportunity, Closed Lost or Churned. Pick the category before you upload a CSV or CRM report, then filter accounts and warm paths by target account category. A category you set by hand is never overwritten by a later upload.

RudyNEW

See which accounts your network can reach

Ask Rudy to map account strategy for an account, and he shows each account's ICP fit next to how reachable it is through your network. A Super Connector view lists the accounts each Super Connector can reach, grouped by account.

RudyNEW

Work from your own lists in Rudy

Upload a CSV or XLSX file straight into the Rudy composer, such as a customer list when no CRM is connected, and Rudy works on it as a table. Save who counts as a customer, and Rudy keeps existing customers out of net-new discovery.

Improved

RudyAdd Super Connectors by asking Rudy.Name someone who isn't a Super Connector yet, and Rudy finds the person and activates them for you.
AccountsThe extended buying committee.Company research shows the extended buying committee, and contact search can filter by title persona.
Warm pathsOne best route per lead.Lead lists and the account map show one recommended route per lead, with alternate routes folded beneath it.
RudyPaths by type.Ask Rudy for a specific kind of warm path, such as paths through testimonials.
RudyConnectors you can place at a glance.Rudy's tables and paths panel show each Super Connector's category, title, company and LinkedIn.
Super ConnectorsUpload checks you can see.Super Connector and account uploads check each row against the LinkedIn profile it names and list any rows they skip.
AccountsYour extra columns, kept.Extra columns in a CSV upload are saved on the people and accounts it creates, and upload files can be up to 25MB.
Super ConnectorsPower User sheets in the usual upload.Upload a Power User sheet through the normal list upload by choosing the Power User category.
RudyA designed Morning Brief email.The Morning Brief arrives as a designed email, with warm plays and other items styled by kind.
Super ConnectorsMore complete Super Connector research.Research on your Super Connectors covers more board seats and more of the customer companies they're tied to.
Warm pathsCleaner warm paths.Each relationship appears once, and leadership paths skip placeholder employers such as Freelance, Self Employed and Stealth.
RudyRudy explains each step.Rudy narrates what he's looking up in plain language, and his timeline shows what each search found.

Fixed

  • Account path counts match the paths you see, and account search matches the start of a name.
  • Category filters on warm paths match each Super Connector's assigned category.
  • Chat titles Rudy writes for a thread stay in place.
  • Signing out works smoothly with several tabs open.
  • A pending integration can be canceled from its card.
  • Setup docs links open the right help page, with a copy button.

Related

Questions about a change? Ask Rudy in Slack, or see it on your own network.

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