Ten minutes, and you'll know your way around. Everything below is here as reference for afterwards — you don't need to read it before you start. Click a video to play it larger.

1. Welcome to the Platform

The big picture — why it exists, and how the four areas fit together. 3 min.

2. Your daily workflow

Search a contact, write an email, log a call, and where the notepad and Playbook sit. 3 min.

Recorded when My inbox was called the Comms Hub.

3. Working a mandate

Move a deal through its stages, and how the Approved Target List's ticks sync with it. 3 min.

Recorded when Investor deals (step 12 of a mandate) was called the Pipeline.

4. Task Tracker

What's due, marking it done, and why it's the same list as seeker-tracker.com. 1.5 min.

1. Sign in with your Seeker email. One login; the Task Tracker no longer asks for a second.
2. Open your Profile (your initials, top right → Profile) and fill in your job title and phone. These two are the only things the email signature can't work out for itself. Your signature appears underneath as you type — it is added to every email you send, so you never paste one again.
3. Check your name reads properly. Emails now go out showing your full name, not a mailbox stub. If the preview looks wrong, tell Ava before you send anything.

1. Find who to talk to. Relationships → Contacts or Firms Narrow with the filters until you have a group worth a morning — country, allocator type, mandate fit, when they were last contacted. If you don't know where to start, use Tools → Target Research, which ranks the book against a chosen mandate — free, and nothing is written until you add someone.
2. Save that group as a list. "Save as list", top of the table Name it for what it is ("Swiss multi-FOs, not contacted in 90 days"). A list is a working queue, not a report — it is there to be worked through and finished.
3. Work it in My inbox. The "My inbox" button, top left of every page Find your list, and it steps you through it one person at a time — Person 3 of 41, Previous and Next. Each person arrives with everything on one screen: their history, the call button, the email box, the Playbook, their local time and your notepad. You do not go looking for anything.
4. Log what happened, while it is in your head. Calls and emails sent from the CRM log themselves. A conversation that happened anywhere else — a call on your mobile, a chat at a conference — only exists if you write it down. An unlogged meeting is one nobody else can build on.

This is the part people get wrong, and we have the evidence for it. Across 1,826 sent emails: an email written once for one person got a 14.2% reply rate. A reused template got 2.8%. Five times the reply rate for a few minutes' work, and the difference is not close enough to be luck.

• Use the Playbook as a scaffold, never as copy. It gives you the shape of a good approach. The words have to be yours and about them.
• "Draft with Claude" is a first draft, not a send. Read every line. It knows the mandate; it does not know what you talked about in June.
• Never write "quick 15 min?" — it is the worst-performing opener we have.
• Half of all replies come within 0.7 days. If you are going to follow up, follow up.

• Search from anywhere with Ctrl K (⌘K on a Mac). People, firms, pages. It is faster than the menu every single time.
• The arrows beside the search box are Back and Forward through the Platform itself — not the browser. Use them to bounce between a firm and the people at it.
• A filter that returns nothing usually means the wrong filter, not an empty world. If a search of 14,000 people returns zero, loosen it before you believe it.
• Never bulk-archive anything. Being able to see a record matters more than a tidy screen, and archiving hides people from everyone, not just you.

Say so, with the detail. "The Firms filter is broken" cannot be chased; "filtering Firms by Switzerland + Multi-FO gave me 0, and I know there are Swiss multi-FOs" gets fixed the same day — that exact report is how a real bug was found in August. A number that looks wrong usually is wrong, and it is worth thirty seconds of your time to report it.