Examples

These walk-throughs show Prospector across the cases you hit most often. Details are illustrative; the behavior is real.

Example 1: A Long-Tail Advisor Changes Firms

Scenario: A long-tail advisor in your East Coast territory shows on the dashboard with a freshness score that has slipped. Prospector picks them up on the overnight refresh cycle.

Step 1: The refresh runs. Prospector pulls every registered source against the advisor's stored profile. LinkedIn shows a new headline, a new firm name, and a new role start date within the last month. The practice website at the old firm no longer lists the advisor.

Step 2: The diff registers as material. The role, firm, and headline have all changed since the last stored profile. The new firm has a different practice tilt visible on its own site.

Step 3: The card arrives in the wholesale channel.

Profile updated: an East Coast advisor

What is new: the advisor moved from one independent RIA to another in
the last four weeks. New role at the new firm is Senior Wealth Advisor.
The new firm's site emphasises tax-aware municipal and alternative
sleeves, which differs from the prior firm's growth-equity focus.

Sources: LinkedIn (role change), practice website (philosophy section),
press (one local trade write-up).

Freshness: refreshed today.

[Open Profile]  [Open in HubSpot]  [Refresh Now]  [Suppress for 30 Days]

Step 4: HubSpot is already updated. The contact record now carries the new firm name, new title, and a Timeline Event with the diff narrative. The Timeline Event timestamp matches the run.

Step 5: You hand off to outreach. You click into the profile, confirm the new firm's allocation tilt is a fit for your product, and ask Signal Outreach to draft a short re-introduction message grounded in the new role.

Example 2: Discovery on a List of Independent RIA Domains

Scenario: You have a CSV of forty firm domains your inside sales team pulled from a conference attendee list. You want named decision-makers and confidence-scored emails.

Step 1: You upload the list. In the discovery channel, you ask:

@Alpheous run discovery on the attached domain list

Step 2: The batch queues. Prospector queues each domain. The five-minute drain picks the oldest pending row first; the batch progresses in the background.

Step 3: Each domain runs through the pipeline. For each domain, Prospector runs people search, looks up emails for the decision-makers it finds, scrapes the firm's site for any additional people or emails, guesses emails by pattern for decision-makers still missing one, and validates every email at the end. Each candidate row carries its source and a confidence score; guessed emails are marked as guessed.

Step 4: The digest posts when the batch completes.

Discovery batch complete

Domains processed: 40
Candidates found: 137
High-confidence candidates: 22 (auto-queued for full enrichment)
Validated emails: 89

Top candidates by confidence:
1. Founding Principal at a Mid-Atlantic RIA
2. Director of Wealth Management at a Western advisory
3. CIO at a multi-family office on the West Coast
4. Senior Advisor at a Texas independent
5. Head of Research at a Midwest planner

Full list: dashboard discovery tab.

[Open Dashboard]

Step 5: You review the dashboard. You confirm the top twenty rows look correct, flag two false positives (a namesake at a different firm and an advisor who has retired), and let the rest move through to full enrichment. Lower-confidence rows wait for your manual promotion.

Example 3: Morning Meeting Prep Before a Wholesaler Visit

Scenario: You have three external meetings on the calendar today: a coffee with a top-50 wholesaler at a wirehouse, a follow-up call with a regional independent advisor, and a due-diligence intro with an institutional consultant.

Step 1: Morning prep runs before the day starts. Prospector reads your calendar, pulls every external attendee, and runs a forced enrichment against each.

Step 2: A summary card lands in the wholesale channel.

Today's external meetings (3)

10:00 ET, coffee with a top-50 wholesaler:
  Last enriched today. New since you last looked: the wholesaler
  posted a LinkedIn piece last week on outcome-oriented sleeves
  in retirement portfolios.

13:30 ET, follow-up call with an independent advisor:
  Last enriched today. No material change since your last meeting.
  Profile is current.

15:15 ET, due-diligence intro with an institutional consultant:
  Last enriched today. New since you last looked: the consultant's
  firm published a Q1 alternatives outlook. A senior team member
  joined four weeks ago.

[Open Today's Profiles]

Step 3: You skim before the first call. You note the wholesaler's recent LinkedIn theme and adjust your opening to reference it. You click through to the consultant's profile and skim the alternatives outlook summary so you can speak to it in the third meeting.

Example 4: A Stale Profile You Want Refreshed Now

Scenario: You are about to dial an advisor you have not spoken with in three months. You want the current view before the call, and you do not want to wait for the overnight cycle.

Step 1: You ask Prospector directly in Slack.

@Alpheous refresh [advisor name]

Step 2: The refresh runs within the minute. Prospector pulls every source, diffs against the stored profile, and writes back to HubSpot.

Step 3: The reply is brief because nothing material changed.

Profile refreshed: the advisor.

No material change since the last enrichment three weeks ago.
Freshness reset to today. Profile is current.

[Open Profile]  [Open in HubSpot]

Step 4: You go into the call with confidence. Silence on the diff is itself useful: you know the advisor's role, firm, and recent posture have not shifted since you last looked.