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Prospecting · Beta

Connect the first outreach to what happens next.

Target prospects, manage outreach and carry the resulting relationship into meetings, opportunities and pipeline without losing the history that created it.

Ask about the betaActive product, controlled availability. Firms join by conversation.
One prospect, one recordIllustrative journey · Grace Amoako · inventedAugust. A spreadsheet row.
Record · history travels with her1 entries
Aug 19ListAdded from spreadsheet · 214 rows, 3 suppressed
Target · Prospecting
Added to a list, assigned a sequence.

Grace arrives in a spreadsheet of 214 CFOs. The importer reviews the file, suppresses three people who asked not to be contacted, and places her in the Pension note sequence.

Aug 19 · List: CFOs, New England industrials · Sequence step 1 of 7
01 · Start with who to contact

A list, a sequence, and a day that is decided in advance.

Prospects come in through lists: a spreadsheet the advisor uploads, a search, a referral, or someone pulled back from Tracking who went cold. Each list runs a sequence, and the sequence decides the day.

The advisor opens Today and finds a fixed queue. Core is six tasks that are never skipped. Stretch is optional and carries nothing over as debt.

Today
Wednesday 9 September
7 of 20 doneCore 2 of 6
Core6 tasks
These are the day. Finish them and you have done your job, whatever else happens.
Call #1Tomasz Wierzbicki · Owner, Wierzbicki DentalLogged · No answer · 8:52am✓
Call #2Call2d lateGrace Amoako · CFO, Halverson RailOpener went out 26 Aug with no reply. Second call in the sequence; the voicemail script references the pension consolidation note.Opener sent 26 Aug · no reply(000) 000-0000
Email — openerWork emailRenata Oyelaran · Partner, Oyelaran & FitchNo prior contactOpen in Outlook
3 more in Core · 14 in Stretch, optional
Prospect · List: CFOs, New England industrials · Sequence: Pension note
Grace Amoako
CFO, Halverson Rail · Worcester, MA
In sequence · step 3 of 7
Outreach history
Sep 9Call #2 · reached · 9:14am
Sep 2Call #1 · voicemail
Aug 26Email — opener · sent from Outlook · no reply
Aug 19Added from spreadsheet · 214 rows, 3 suppressed
What the record can and cannot know
✓Outreach steps marked complete, with their channel and time
✓Call outcomes recorded by the advisor
✓Replies and next steps noted by the advisor
—Opens or reads. Mail is sent by hand from the advisor’s own client, so these signals do not exist and are never shown.
02 · Outreach stays connected

Every touch is recorded against the person, not a campaign.

TheGonch sends no prospect outreach itself. Actions open the advisor’s mail client, dialer or LinkedIn. Completed steps and advisor-recorded outcomes build the prospect’s history; opening a client is not proof of delivery.

This is not an email-marketing platform. It is the operating record of a relationship, started earlier than it used to be.

03 · From prospect to opportunity

No handoff between prospecting and pipeline.

A prospect leaves Prospecting the moment their next step stops being the sequence and becomes something the advisor decided. One question, asked after the call. Nothing is re-keyed into another system, because there is no other system.

Prospecting · Today · Call #2
Grace AmoakoCFO, Halverson Rail
How did it go
No answerVoicemail
“No answer” and “Voicemail” skip the question. Neither can produce a bespoke next step.
Tracking · People · Pipeline
Grace is not here yet. A prospect is in Prospecting or in Tracking, never both.
04 · Learn what creates opportunities

Connected history makes better questions possible.

When a paid case can be traced back to the list and sequence that produced the first call, a firm can ask which targeting approaches create meetings, which outreach earns responses, and which meetings become opportunities.

Today this is reporting on connected history: counts and conversion between stages. It is not predictive, and TheGonch does not present it as more than it is.

Lists · source to outcome · trailing 90 daysIllustrative outcome model · invented data
List · sequenceTargetedReachedMeetingsOppsPaid
CFOs, New England industrialsPension note · 7 steps214611492
Referral follow-upWarm intro · 4 steps382415114
Seminar attendees · JunePost-event · 5 steps7231941
Bars are each column relative to its own maximum. A meeting that becomes an opportunity counts in both; this is a funnel of connected records, not attribution.
BetaAvailability

Active product, controlled availability.

In use today
Lists, sequences and the daily Today queueSpreadsheet import with review and suppressionOutreach recorded per prospect, per channelHandoff into Tracking with history carried over
Why it is still beta
Firms are onboarded one at a time, with the team involvedSequence templates and the manager Team view are still changingSource-to-outcome reporting is early and count-basedFeedback from live firms shapes what ships next

Bring prospecting into the operating record.

Prospecting is available to a limited number of firms during the beta. Tell us about your outreach and we will tell you whether it is a fit.

Ask about the betaActivity Tracking