Portfolio/Dane Adelman — Encore Funding (Invoice Factoring)Wednesday, April 29 at 8:58 PM EST
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Recruiting· started 2026-04-27

Dane Adelman — Encore Funding (Invoice Factoring)TRIAL

Dane Adelman <dadelman@encore-funding.com> · Last touched 3d ago
Review 3 actions →
North starFirst booked discovery call from Reach-sourced outbound. Then conversion to paid factoring relationship (LTV ~$100K).
Status
trial
Pending actions
3
review below
Analyses shipped
0
Last touched
3d ago
Current snapshot
Reach tenant in trial. 41-co B2B-mode anchor cohort + 52-co existing-customer list. ICP debate open: staffing-only vs broader (telecom, machining, etc.).
Top of mind
3 pending
chat01Confirm ICP scope with Dane
DA-WK17-01
Expected
clear answer on whether to source staffing-only or include the 11 non-staffing verticals from existing-customer list
Cost
5 min
Severity
high
  • channel: chat
  • expected: clear answer on whether to source staffing-only or include the 11 non-staffing verticals from existing-customer list
  • cost: 5 min
  • severity: high
  • reason: Existing-customer list is 41 staffing + 11 other (telecom, tree service, machining, forensic psych). ICP is broader than original "staffing only" hypothesis. Need confirmation before next sourcing run, or we waste enrichment credits.
deliverable02Run first lookalike search from anchor cohort
DA-WK17-02
Expected
200-400 lookalike companies via PDL company search
Cost
2 hr setup + run
Severity
med
  • channel: deliverable
  • expected: 200-400 lookalike companies via PDL company search
  • cost: 2 hr setup + run
  • severity: med
  • reason: Phase 0-1 done (schema + anchor cohort). Phase 2 = first actual lookalike pull. This is the deliverable that proves trial value.
ops03Set up do-not-contact filter
DA-WK17-03
Expected
zero outbound to existing customers
Cost
30 min
Severity
high
  • channel: ops
  • expected: zero outbound to existing customers
  • cost: 30 min
  • severity: high
  • reason: 52 existing customers must be excluded from any cold outbound — sending to a current Encore customer would torch the relationship.
Analyses
No analyses yet. Drop markdown into vault/clients/dane-adelman/analyses/.
Recent activity
2026-04-29
2026-04-29
### 18:00 — [milestone] Gojiberry list seeded with 86 federal-cohort DMs Dane's Gojiberry account (chad@cynthiaconcierge.com / userId 21344) was a fresh shell with 0 agents, 1 default list, 1 default campaign (id 12983, currently `active: f…
2026-04-28
2026-04-28
### 17:15 — [milestone] Ingested 52 engaged companies into Reach graph Cohort tag: `encore-engaged-2026-04-28`. All 52 stamped: - `do_not_contact: true` - `engagement_status: 'unknown'` (Dane confirmed mix of customers + active sales — spli…
2026-04-27
2026-04-27
### [milestone] Reach tenant provisioned - Login: dadelman@encore-funding.com / cynthia2026 - `reach_users.id`: 944161bc-ee70-463d-80f8-0007b8fa1408 - `tenant_id`: user_u944161bcee70 - Plan: trial, role: user - No phone given at signup (UUI…
Vault README

Dane Adelman — Encore Funding (Invoice Factoring)

Status: active — Reach tenant provisioned 2026-04-27, in trial Stage: B2B-mode anchor cohort being assembled Decision maker: Dane Adelman dadelman@encore-funding.com MRR / deal size: trial → target paid plan Started: 2026-04-27 (Reach tenant created) Last touched: 2026-04-27

Profile

Encore Funding provides invoice factoring + payroll funding for staffing companies. Dane needs a Reach instance to do outbound prospecting against staffing-firm owners/CEOs/CFOs. We provisioned his tenant on 2026-04-27 and built the first B2B-mode anchor cohort (41 companies) as part of the Reach B2B-mode rollout.

What we're doing for them

  • Reach tenant operations (search, enrichment, outreach)
  • B2B-mode company-search wizard rollout (Phase 0-1 done 2026-04-27 — schema + Dane's anchor cohort)
  • Define ICP filters: staffing firms 50-500 employees, healthcare/IT/light-industrial verticals, growth signals (hiring, contract wins, postings)
  • Exclude: firms already factoring, public companies, very small ops
  • Existing-customer list (52 cos) received 2026-04-28 → data/encore-existing-customers.{txt,json}. Dual-purpose: positive ICP seeds for the graph AND do-not-contact in any outbound. Note: list mixes ~41 staffing + ~11 non-staffing (telecom, tree service, machining, forensic psych, etc.) — Encore's actual ICP is broader than "staffing only," confirm with Dane.

North star for this engagement

First booked discovery call from Reach-sourced outbound. Then conversion to paid factoring relationship (LTV ~$100K).

Context links

Open threads

  • HIGH-PRIORITY ASK FOR DANE: negative examples — list of prospects his team contacted who said no / weren't a fit. Tightens ICP model 2-3x more than additional positives.
  • Confirm 52-list completeness (only M-P + A-C alphabetically — likely partial)
  • Get customer-vs-active-sale split on the 52 (so customer signals can outweigh pipeline signals in fingerprint)
  • Phase 1 (week 1): Enrich 34 staffing-engaged via SerpAPI + Apify — requires_enrichment: true flagged on all 52 in graph
  • Phase 2 (week 1): Compute staffing fingerprint, validate with Dane
  • Phase 3 (week 2): First 200-candidate PDL discovery, top-100 to Dane for verdicts
  • Phase 4 (week 2): Re-rank with feedback weights, cut to ~50 shortlist
  • Phase 5 (week 3): Decision-maker enrichment + first AgentMail cold-email send (4-touch, 14-day sequence)
  • Determine pricing: trial → paid plan terms

Full pipeline plan: notes/next-wave-pipeline.md

How they like to communicate

  • TBD — relationship just started 2026-04-27
  • Default: clean weekly update with numbers, not narrative