Stage 1
For services firmsSelling $50K to $500K engagements

Everyone sees the signal. Stage 1 gets you in.

Stage 1 finds the accounts getting ready to buy, gets you in through people you already know, and writes a first message worth answering. Then it works every reply until the meeting is booked, all from your own LinkedIn and email.

Free for 14 days. No credit card. Your first Board in about two minutes.

The Board, with example accounts. Every name shown is invented.
RFPPinecrest Mutualposted an RFP for claims data platform modernization2hNew leaderBrightwater Logisticsnew CIO started 12 days agotodayPressureRidgeline Utilities10-Q flags margin pressure5dHiringNorthfield Roboticsopened a Head of Data Platform role1dRisk factorHarbor Point Insurance10-K adds a risk factor on a system implementation3dChampionLakeview Health Systema past champion just joined as VP of IT3dCompetitorMeridian Freightcommented on a rival firm's migration post4dFundingCobalt Analyticsraised a Series C to scale its data platform6dTech stackRidgeline Utilitiesjob post names Informatica2dTenderState of Ohio DASopened a tender for data modernization1w
Stage 1 at a glance

What is Stage 1?

Stage 1 is sales software for services firms. It watches the accounts you want for signs they're getting ready to buy, finds someone you already know who can introduce you, and writes the first message from real research. Then it works every reply until the meeting is booked.

Built for
Consulting, engineering and agency firms selling $50K to $500K engagements
Signals it reads
46 buying signals, from LinkedIn, SEC filings, the Federal Register, news, public tenders and events. New leaders, funding, acquisitions, layoffs, breaches, new facilities and more
How it reaches buyers
A warm intro through someone you know first. Your own LinkedIn and email after that
The method
Inversion Selling, by Kevin French. A hypothesis the buyer can correct, never a pitch
Price
From $79 a month. Free for 14 days, no credit card
Setup
About two minutes. Sign up with your work email and the first Board builds itself
The real problem

Every pipeline begins with Stage 1.

Most quarters aren't lost at the negotiating table. They're lost months earlier, when Stage 1 came up short and nobody noticed until it was too late to fix. Your competitors see the same new CIO, the same RFP and the same job post you do. The firm that gets in first wins.

Right now, an account on your list is getting ready to buy.

A new CIO is rewriting the roadmap. A team just posted the job for the exact problem you solve. If you don't see it this week, the firm that does gets the first meeting.

The first firm in the room writes the shortlist.

Whoever shows up first with the right idea frames the problem and sets the criteria. Everyone after that is competing on price.

Stop going in cold

Someone you know already knows the buyer. Stage 1 finds them and asks for the intro before anything goes out cold.

Stop sending the same email to everyone

Every first message is built on what just happened at that account, so it reads like you did the homework. You did.

Stop losing warm replies

Every reply lands sorted, with your answer drafted. The ones going cold get flagged before they do.

How it works

The path you already run, done for you.

Five stages, the same ones in your CRM. Stage 1 does the watching, the research and the drafting. You make the calls.

01

Signal

A new CIO, a job post naming the platform you replace, an RFP, a comment on a competitor's post. Checked four times a day.

02

Account

Signals stack into one signal strength score, checked against your ideal customer by rules you can read and change.

03

Committee

Approve it and Stage 1 threads the buyer, the champion and the technical lead over seven days.

04

Reply

Every reply lands on the Desk with an answer drafted from your own playbook.

05

Meeting

Mark it booked. The deal goes to HubSpot, your team gets a Slack ping, and the sequence stops.

The first message

Every opener is a hypothesis.

Stage 1 reads three sources on every account it surfaces: what the company has put out, what its people are doing, and what's happening around them. It turns the strongest signal into a first message built in four parts.

  • A research hook that names what actually happened
  • A personal trigger tied to the person's seat
  • A hypothesis about the problem, drawn from your own buyer pains
  • A binary exit that invites them to correct you

How the method works →

Public record

  • Job postVP, Data Platform role reporting to the CTO
  • Company profile2014-era on-prem warehouse

Social context

  • Their post, Marcus Lee"Finally getting off Teradata this year"
  • CommitteeDana Whitfield, CTO

Market

  • CompetitorCTO commented on a rival's migration post
  1. 1Research hookMarcus - saw your post about "finally getting off Teradata this year."
  2. 2Personal triggerGiven your role running data engineering,
  3. 3HypothesisI suspect the license renewal is setting the clock.
  4. 4Exit questionIs that accurate, or is the bigger issue something else?
Warm paths

Someone you know already knows them.

A cold message is the slowest way into a buying committee. Your competitor's best partner is getting introduced as you wait for an acceptance. Stage 1 checks every buyer, champion and technical lead against your LinkedIn network, shows you who you have in common, and asks the right person for the intro.

  • The faces of your mutual connections on every person you need to reach
  • Ranked by how they're connected, from former colleagues to people inside the account
  • The ask goes out with a note they can forward as is
  • No yes in six days, and the direct opener goes out without their name

Warm paths need LinkedIn Premium or Sales Navigator on the account you connect.

Marcus Lee2ndDirector, Data Engineering at Brightwater Logistics
Champion
+2Nina Patel and 4 others can introduce youIntro via Nina
Nina PatelHead of Analytics at Ironbridge FreightWorked with Marcus at Ironbridge. Knows the CTO too
Strong
Jordan BlakePrincipal, Data Practice at Kestrel AdvisoryWorked with Marcus at Accenture
Good
What Stage 1 sends Nina the day you approve

Nina - quick favor. I'd like to meet Marcus Lee at Brightwater Logistics. Looks like you two worked together at Ironbridge. Would you be open to an intro? If so, here's a short note you can forward as is.

Marcus, I'm Kevin French at Halyard Systems. I saw your post about getting off Teradata this year. Given your role, I suspect the license renewal is setting the clock. Is that accurate, or is the bigger issue something else?

Example people. Every name is invented.

Signals

46 buying signals, in ten families.

Stage 1 reads the news, company newsrooms and X accounts, new 8-K filings and your own LinkedIn four times a day, and the full text of 10-Ks and 10-Qs every week, across the accounts you watch. Posts, job listings, new seats, champions on the move, events, reactions, 8-Ks, 10-Ks, earnings releases, headlines and public tenders. Turn on the ones that fit your offer. See every signal and where it comes from.

Strongest

RFP

A request for proposal in your space, from a public tender, the news or someone at the account. The clearest sign there is.

Strong

Leadership change

A new CIO, CTO or VP in the first 90 days, a leader stepping down, or your champion just left. Budgets and allies get rewritten.

Strong

Business pressure

Their own filings, the news or their whole industry. Margin pressure, layoffs, a data breach, a missed launch, an AI mandate, a new federal rule, a new risk factor in the 10-K. The reason they'll pay for help, in their own words.

Strong

Your network

Someone you know takes a buyer seat or lands at an account you watch, a past champion moves, or someone reacts to your team's posts.

Strong

Hiring

A role that only exists when a program is starting.

Strong

Competitor

People engaging with a rival firm's page or posts about your kind of work.

Medium

Growth and deals

A round, an acquisition, a merger, an IPO, a new facility or a launch. New money with a plan attached.

Medium

Tech stack

A job post or a 10-K naming the platform you move people off.

Medium

Topic

A leader posting about the problem in their own words, or heading to an event you watch.

Light

Influencer

Reactions to the voices your buyers follow.

Fresh signals rank first

Three signals in a week outrank one from last quarter. Accounts that go quiet slide down the Board on their own, so the top of the list is always this week's work. The scoring rules are in plain English in the app, and you can change them.

Learns from your wins

The longer you run it, the sharper it gets.

Every signal starts from the same rubric. Is money committed, is there a deadline, does the work go outside, is there a way in. Then your results take over.

Stage 1 tracks which signals turn into replies for your firm. Once a signal has enough sends behind it, its weight moves. A new CIO might be your best opener. An AI mandate might go nowhere for you. The Board learns which is which.

  • Reply rate by signal, on a panel you can read any time
  • Ten sends before a signal steers anything, so one lucky week can't take over
  • Every pass and every reason you give moves the rules too

Month three ranks better than month one. That learning lives in your workspace and builds every week you run it.

What's workingReply rateWeight
Leadership change41 sends24%×1.35
Business pressure33 sends18%×1.29
Hiring27 sends11%×0.79
Topic22 sends5%×0.75
Tech stack6 sends17%Too early
Firm average 14%. A signal above it gains weight, one below it loses weight, within 0.75 and 1.35.

Example numbers for a made-up firm.

The product

Built for how big deals get bought.

The Board

Accounts, not contacts

One ranked list of companies that are moving, with what happened, who to reach and the first line to send. Approve or pass in one key.

The Desk

Every reply, already answered

Replies from LinkedIn and email in one place, sorted by intent, with a draft that fits what they said.

The Brain

It learns your business first

Stage 1 reads up to 20 pages of your site, then your decks and case studies. Your offer, proof and objections end up in every draft.

Beliefs

Rules you can read

Every score comes from rules in plain English. Pass on an account and say why, and the rules move. Replies move the signal weights.

Your accounts

Sent as you, from you

LinkedIn and Google or Outlook, connected once. Daily caps, sending hours and weekends off keep your accounts safe.

Included

Work emails in the plan

Stage 1 finds verified work emails for the people it threads. No Apollo seat, no credits to top up.

Compare

Your competitors see the same signals.

Every tool here finds buying signals. What wins the meeting is what happens next. The way in, the words and who you reach.

Stage 1PancakeValleyOrigamiUnify
What it ranksAccounts, every signal rolled upPeoplePeopleAccountsAccounts
Where signals come fromLinkedIn, public filings, news, public tenders, events and champion movesLinkedIn activity, hiring, tech stackLinkedIn activity, site visitors, hiring50+ sources, site visitorsSite visitors, product usage, hiring, news
Warm intro pathsAsks someone you know firstNot offeredNot offeredNot offeredThrough a Swarm add-on
Buying committeeBuyer, champion, technical leadNot statedNot statedFinds decision-makersFinds several contacts
The first messageA hypothesis from 3x3 researchAI, opens on activityAI, in your voiceAI draftAI from research
Named sales methodInversion SellingNoneNoneNoneNone
Built forServices firmsAgencies, consultants, foundersSaaS teams, agenciesEarly-stage teamsSDR and AE teams

As of October 2026, from each company's own website. See the full comparison, with The Swarm →

Fit

Who it's for.

A strong fit

  • Consulting, engineering and IT services firms
  • Deals between $50K and $500K
  • A known list of target accounts, or a clear ideal customer
  • Partners and sellers who sell on their own LinkedIn

Not built for

  • High-volume outreach to thousands of small businesses
  • Products sold under $5K a year
  • Buying contact lists to blast
  • Teams that want automation with no one reviewing
Who built it

Built by someone who carried the number.

Kevin French spent 25 years selling IT services. He held senior revenue roles at Globant, EPAM and BairesDev, and was CRO at Stuzo through a $200M acquisition.

He wrote Inversion Selling, the method behind every Stage 1 message. Stage 1 is the tool he wanted on every one of those teams.

Early, on purpose

Be one of the first firms on Stage 1.

You get the founder on a call, a direct line when something's off, and a real say in what gets built next. Firms who start now shape the product the rest of the market gets.

Free for 14 days. No credit card.

Pricing

Try any plan free for 14 days.

No credit card. See what Stage 1 finds on your own accounts before you pay anything. Work emails are included in every plan.

Starter

$79a month

One seller working a focused list of accounts.

  • The Board, the Desk and the Brain
  • LinkedIn and email from your accounts
  • Warm intro paths
  • 100 work emails a month
  • 3 plays
Try Starter free

Team

Most teams
$249a month

Partners and sellers threading the same accounts together.

  • Everything in Starter
  • Up to 5 seats
  • 500 work emails a month
  • Unlimited plays, HubSpot and Slack
Try Team free

Partner

$2,500a month

Stage 1 with Inversion CRO building and running the playbook with you.

  • Everything in Team
  • 2,000 work emails a month
  • Plays and messaging built with you
  • A monthly pipeline review
Talk to us

Prices in US dollars. You connect your own LinkedIn, on Premium or Sales Navigator, and Google or Outlook accounts. Stage 1 never sends from a shared pool. Compare every plan →

FAQ

Questions.

What's in the free trial?

Fourteen days with everything in Team. Full research, openers and warm paths on your top 15 accounts, 10 accounts you can approve and work, and 25 work emails. That's enough to see real replies on your own accounts.

What happens when the free trial ends?

Nothing is charged. You never gave us a card. Your Board keeps filling, sending pauses, and everything you set up stays until you choose a plan. The trial is free so you can see real signals on your own accounts before you pay for anything.

Does Stage 1 get better the longer I use it?

Yes. Stage 1 tracks the reply rate behind every signal for your firm. Once a signal has ten sends, it gains weight when it beats your average and loses weight when it trails. Every pass and the reason you give moves the scoring rules too. Month three ranks your accounts better than month one, and what it learns stays in your workspace.

How long does setup take?

About two minutes, and nothing to set up. Sign up with your work email. Stage 1 reads your website, learns how you sell and suggests accounts that fit. Keep the ones you want and it checks their filings and news right away. LinkedIn and email come in when you approve your first account.

Is it safe for my LinkedIn account?

Stage 1 sends from your own account at a human pace. By default that's up to 20 connection requests and 40 messages a day, only during your working hours, with weekends off. You can lower any of these.

Do I need LinkedIn Premium?

Yes. Connect a LinkedIn account on Premium or Sales Navigator. Finding warm paths and buying committees runs on LinkedIn search, and LinkedIn cuts free accounts off from search within days. Sales Navigator gives Stage 1 the most room to work.

Do I need Apollo, ZoomInfo or another data tool?

No. Company data and the buying committee come through your connected LinkedIn, and Stage 1 finds verified work emails as part of your plan. If you already have a list, import it as a CSV.

Will the messages sound like me?

Stage 1 reads your website, decks and case studies, and you tell it how you write. Every draft comes from that. You can edit anything before it goes, and nothing sends until you approve the account.

Which CRMs does it work with?

HubSpot today. When you mark a meeting booked, Stage 1 creates or updates the company, the contact and a deal at the stage you choose. Salesforce is on the roadmap.

What happens when someone says stop?

They go on your opt-out list and nothing else is sent to them, on any channel. Every email carries a one-line footer that lets people reply stop. You can block a whole company domain too.

How is this different from a sequencing tool?

A sequencer sends what you load into it. Stage 1 decides who's worth reaching this week and why, reaches the people who decide together, and handles the replies. The sequencing is the smallest part.

Your next Stage 1 is already moving.

Sign up with your work email and see your first Board in about two minutes. Free for 14 days, no credit card.