Manage the outreach pipeline

The pipeline should provide a truthful operational record, not a fabricated measure of outreach activity.

1. Save a show with its host, website and intended outreach route.

2. Set the appropriate current stage from the options in the app.

3. Keep notes about episode fit, past interactions, and promised next steps.

4. Set or update the next follow-up date.

5. When something really happens, update the status and add an activity entry.

6. Close, archive or suppress follow-up on opportunities that are no longer appropriate.

Prevent duplicate outreach

Before contacting a show, check the record’s history and existing draft information. Research imports skip duplicate shows rather than silently merging their histories. This helps protect your reputation with hosts.

Backup and export

CSV export is available for core show records; it does not include the full activity history. Do not treat a CSV file alone as a complete account backup. Some import and history operations have additional validation and transactional safety checks.