Build & tune an objective

In the product

1. Select New objective. Define the result, target, and timeframe. Confirm or edit the suggested Objective name, a required short title of up to 60 characters.
2. Describe the audience. Review the summary, then create the draft.
3. Use Overview's setup checklist to add people and set the outreach sequence.
4. Inspect Plan and Guardrails. Resolve the forecast checks, then review and approve activation.
5. Monitor Overview for measured progress and the next decision. People shows the members; Draft queue holds work that still needs approval.
6. Pause before changing the result or execution policy. Review the forecast before approving another launch. Retire an objective when its work should stop.

The current structured targets are replies and booked meetings. A booking is not proof of a qualified opportunity or customer impact. Use Learning for supporting Claims and Evidence.

The name helps you recognize the objective in the overview. The outcome underneath states the full measurable result. For example, SaaS discovery can name an objective to book eight meetings with SaaS revenue leaders within four weeks.

Progress starts at the latest approved launch and uses its saved target and period. Relaunch starts a new period. The launch estimate and linear time guide are not observed results. Missing launch history or incomplete attribution stays unknown. Historical 90-day activity remains in a disclosure.

When: you want to reach a specific cohort with a fresh objective, and keep it performing once it's live.

Say this to your agent

Build an objective targeting [the cohort], preview the people, and launch it once I confirm. Then check whether any of my objectives are underperforming and fix them.

What runs

• The objective-builder skill turns your plain-language criteria into a previewed cohort and a launched objective (you confirm the launch).
• The objective-doctor skill triages each objective's reply-rate trend, ranks the root causes of a weak one, and applies fixes after you approve them.

To fill the objective with prospects first, run Fill the pipeline.

What good looks like

The objective launches to the right cohort with your explicit confirmation, the messaging reuses what already works, and underperformers get diagnosed and fixed (or flagged for more volume) instead of quietly bleeding budget.