This playbook is the most common HiveSight motion. You have a list of target accounts, your team has networks, and you want every outbound sequence to start with the warmest path you can find — not a cold email.Documentation Index
Fetch the complete documentation index at: https://docs.hivesight.so/llms.txt
Use this file to discover all available pages before exploring further.
Set up (one-time)
Add target accounts
Upload your target account list as a CSV or paste accounts manually.
The more accounts, the more paths to surface.
Define ICP
Write a clear ICP definition that names the buyer role (e.g. VP
RevOps, Head of Sales). The clearer the ICP, the better the
Direct-buyer vs. Adjacent-buyer split.
Add connectors
Get every meaningful network onto your team — AEs, founders, advisors,
investors, board members. Each connector multiplies the warm-path
surface.
Weekly cadence
Monday morning — review top intro paths. Open the Dashboard. The “Top intro paths” section is ranked byICP fit × connection strength × target-account boost. The first 3–6
cards are usually the right starting point for the week.
For each card:
- Click the prospect’s name to open the profile drawer. Skim shared context — schools, prior companies, mutual connections.
- Click the connector to view the relationship signals — recent engagement, recommendations, mutual posts.
- If it’s a good fit, click Save as opportunity. Pick the relevant intro path and add a one-line goal.
- DM the connector with the prefilled context HiveSight surfaces (you can copy-paste the dossier).
- Move the opportunity to Active status when the connector agrees to make the intro.
- Move to Closed once the intro lands or the connector declines.
Slack-driven flow
If your team lives in Slack, set the digest to Daily under Settings → Integrations → Slack. The team sees the top paths at 9am every morning without having to open the app. New intro opportunities ping the channel in real time so someone can claim them.When intros don’t surface
A few common reasons the dashboard returns nothing — and the fix for each:| Symptom | Likely cause | Fix |
|---|---|---|
| Empty dashboard | No connectors added | Add at least one connector to seed the graph. |
| No ICP matches | ICP definition too narrow | Loosen ICP or wait for classifications to backfill. |
| Paths only to “Intel” contacts | ICP role isn’t surfaced in the network | Add senior connectors (founders, execs) whose networks reach decision-makers. |
| Same names every week | You’re not saving them as opportunities | Save them. Saved opportunities filter out of the dashboard so new paths surface. |