🛠️ For Service Providers
This playbook is for audit firms, legal counsel, KYC vendors, dev shops, and research agencies. Your job is to find crypto teams that need what you offer and reach the person who decides. Compass is built for exactly that.
Who you are trying to reach
The decision-maker at an early team: a founder, a head of operations, the person who signs vendors. They are hard to reach by design, and they are flooded once they raise. Your edge is getting there early, with a reason.
A repeatable workflow
- Filter for fit in Projects.
- Set stage to pre-token or early. These teams are building the things you help with.
- Add fundraise filters to catch teams that just raised and have budget.
- Narrow by sector so your pitch matches what they do.
- Open the team and find the right person. A project page lists the people behind it with roles, so you skip the generic inbox.
- Qualify before you spend. Read the person's career timeline and warm-path card. Decide your angle first, then unlock.
- Unlock and reach out. Each unlock is 10 credits and the contact stays yours. Lead with the connection or the timing, not a cold pitch.
- Export and run it. On Starter and up, export your list to CSV and work it from your own CRM. See Exporting & Bulk Search.
Make the timing work for you
- Pin target sectors and teams to a Watchlist. When one raises or adds a team member, that is your cue to reach out.
- Watch Trending for teams gaining attention. A team having a moment is a team about to need help.
Why the connection matters
A vendor pitch from a stranger gets ignored. A note that references a shared contact, a former colleague, or a backer you both know gets read. Use the Network and career timelines to find that thread before you send. That is the whole point of reaching people through Compass rather than spraying cold DMs.