HAL cheat sheet
The requests customers use most: run the whole process, put it on a schedule, group leads in folders and change your profile.
From New to Outreach
What HAL does in each stage, why the stage exists, and how you shape it.
1 New
What HAL doesFinds companies that match your target, skips ones you already have
Why this stageA wide but targeted net, checked in the next step
Your profile decidesSegments, size, region and sources
2 Researched
What HAL doesVerifies company facts and finds 2 to 3 decision makers
Why this stageNo outreach on guesswork: a wrong name costs credibility
Your profile decidesWhich roles count as decision makers
3 Qualified
What HAL doesScores budget, authority, need, timing and fit
Why this stageYour time goes to the leads with real fit
Your profile decidesBuying signals, stop signals, deal value
4 Outreach
What HAL doesWrites the pitch brief and drafts a personal intro email
Why this stageYou review every draft. HAL never sends on its own
Your profile decidesEmail templates, tone and language
After Outreach, you lead. Proposal when the prospect is interested, then Won or Lost. A lead that doesn’t fit is marked disqualified at any stage.
Make it yours. The stages are the same for everyone. What happens inside each one follows your profile, and you can change it any time by telling HAL.
Why stages
Stages keep quality high and you in control
Quality before contact
A lead only moves on when it has earned it. Nothing reaches you on guesswork.
Focus on real fit
Weak fits drop out early, so your time goes to the leads most likely to buy.
You stay in control
HAL prepares everything. You decide who is contacted, and nothing goes out without you.
One clear overview
See where every lead is, what happens next and what your pipeline is worth.
Stage 1 of 4 · New
HAL finds companies that fit your profile
The start of the pipeline: promising companies that nobody has checked yet.
What HAL does
- Searches the web and your chosen sources for companies that match your target.
- Skips companies already in your pipeline or on your exclusion list.
- Adds each lead with a short note on why it fits.
Why this stage
A wide but targeted net. Finding and checking are kept apart, so every lead is checked the same way in the next stage.
Your profile decides
- Target segments, size and region
- Keywords and buying signals
- Sources: associations, registries, trade fairs
Moves to Researched when the company is verified and at least one decision maker is confirmed.
Stage 2 of 4 · Researched
HAL verifies the company and its people
Research and quality control: every fact is checked before anyone is contacted.
What HAL does
- Verifies company facts: registration, address, size, website.
- Finds 2 to 3 decision makers, starting on the company’s own site.
- Checks each contact: still there, right role, verified email.
Why this stage
Outreach on guesswork costs credibility. A wrong name or a bounced email ends the conversation before it starts.
Your profile decides
- Which roles count as decision makers
- Different roles per segment or offer
- Who is the primary contact
Moves to Qualified when the lead passes the qualification against your offer.
Stage 3 of 4 · Qualified
HAL scores each lead against your offer
Only leads with a real fit go on to outreach.
What HAL does
- Scores budget, authority, need, timing and fit.
- Checks your stop signals, such as using a competitor.
- Sets an estimated deal value and the next step.
Why this stage
Your time goes to the leads most likely to buy. A lead that doesn’t fit is set aside with a reason, so you can always see why.
Your profile decides
- Your ideal customer
- Signals that a lead is ready to buy
- Signals that rule a lead out
- Typical deal value and currency
Moves to Outreach when HAL has written the outreach brief and drafted the intro email.
Stage 4 of 4 · Outreach
HAL prepares the pitch, you have the final say
The lead is ready for first contact. HAL never sends anything on its own.
What HAL does
- Writes a brief: pitch, pain points, why now, talking points, objections.
- Drafts a personal intro email from your templates and offer.
- Stores both on the lead in app.gethal.ai, ready for you.
Why this stage
First contact should come from you, in your voice. The stage shows which leads are ready and which are waiting for a reply.
Your profile decides
- Email templates and tone
- Language of the emails
- Your offer’s pitch and talking points
Moves to Proposal when the prospect replies with interest and you start talking about a concrete offer.
After Outreach
From the first reply, you lead the deal
HAL keeps helping when you ask, but the conversation is yours.
Proposal
The prospect is interested and you are discussing a concrete offer. HAL can draft follow-ups or a proposal document.
Won
The deal is closed. HAL can draft a welcome email to your new customer.
Lost
You pursued the lead and it did not become a deal. It stays in your history.
Disqualified is a mark, not a stage: a lead that should never have been in the pipeline. It keeps its history, leaves the board and is never added again.
Running the inbox-agent on your mailbox? Then replies are answered automatically and the meeting is booked for you.
Your profile
Every stage follows your own profile
The stages are the same for everyone. What happens inside each one is yours.
| Stage | What you decide | Example |
|---|---|---|
| New | Target segments, size, region, keywords and sources | ExampleFood producers in Denmark with 20 to 250 employees |
| Researched | The roles that count as decision makers | ExampleProduction manager, quality manager, CEO |
| Qualified | Buying signals, stop signals and typical deal value | ExampleA new production line is a strong buying signal |
| Outreach | Email templates, tone, language and talking points | ExampleDanish, short and personal, one reference case |
Make it yours
Change your profile at any time
- 1
Tell HAL what changed
Write it in plain words in your HAL channel: a new product, segment, region or role.
- 2
HAL updates your profile
Search criteria, qualification profile and email templates are adjusted to match.
- 3
Ask HAL to reload
Say “please reload”. From the next run, HAL follows your new profile.
Prefer to go through it together? Your gethal.ai contact can review your profile with you.
Things you can tell HAL
More in the HAL cheat sheet →More from the playbook
All guides →Book a demo
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