The Lookout
Looking Forward — your pipeline ahead
Looking Forward turns what you have already logged into what to do next — no new admin, no pipeline to maintain by hand.
6 steps, in order
Every part of the screen, written out beside you — and the same guide as a PDF to keep.
Questions
Do I have to maintain a pipeline for this to work?+
No. Everything is derived from the interactions you already log, using the same last-touch reading as The Ridge and Contacts.
Which plans include it?+
First Class and Charter.
What does "warmest first" mean?+
Among the contacts who have gone quiet, the ones with the strongest history are listed first — those are the relationships most worth rescuing, not simply the most overdue.
Can I overrule it?+
Yes. Rep status can be moved by hand whenever you know something the record does not.
Does it replace my own judgement about a market?+
No. RepBud is designed to assist, not replace, your professional judgement — this is a reading of your own history, not a forecast.
RepBud is designed to assist, not replace, your professional judgement.