HeatCheck
Feature

Alerted with the receipts, not just a score.

The day a contact crosses into a new tier, HeatCheck alerts the owner with the score, the audit trail and a drafted next step.

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01

The problem

A score that quietly changes in a field helps no one. Reps need to know at the moment of the crossing, with the context to act.

02

What it does

Day-over-day

Crossings are detected by comparing today to yesterday.

With context

The alert carries the audit trail, not just a number.

Actionable

A drafted task or Slack message rides along.

03

How it works

Step 1

Snapshot

Scores are snapshotted daily.

Step 2

Compare

A tier change triggers an alert.

Step 3

Notify

The owner gets the crossing with receipts and a draft.

Alerts respect the suppression gates, so a rep is never nudged about a contact they just met with.

A score that changes in silence changes nothing.
Questions

The short version.

How fast is the alert?

Crossings are detected on the daily run and routed to the owner the same day.

Where do alerts land?

As a HubSpot task and, optionally, a Slack message to the owner.

Will I get spammed?

No. Suppression gates and per-contact dedup mean you hear about a crossing once, and never about a contact you just met with.

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Early access is open for a small design-partner group.

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