Michael
e1f364f010
Pick up and finish yesterday's cut-off Tier B pass. - build/: PyInstaller scaffold (datatools.spec + launcher.py + hook-streamlit.py + README) — folder-mode bundle, locked 127.0.0.1, per-OS recipe - marketing/COPY.md: single source of truth for every customer-facing string — landing H1/sub/CTAs, demo CTAs, email subjects, Gumroad listing, banned phrases - marketing/community-posts/: 9 drafts (3 posts × 3 niches: bookkeeper, revops, shopify-pet) — story / tip / soft-offer - marketing/emails/: 18 drafts (Gumroad delivery + 5-touch onboarding × 3 niches), per-niche segmentation guidance - docs/NEXT-STEPS.md: flip 2.2 / 2.4 / 3.1 / 3.4 to done with pointers to the new assets; add Phase 0 inventory rows - .gitignore: narrow `build/` ignore so PyInstaller spec + launcher + hooks get tracked, only generated artifacts (build/build/, build/__pycache__/, build/dist/) stay ignored Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
35 lines
1.8 KiB
Markdown
35 lines
1.8 KiB
Markdown
# RevOps · Day 14 — Two-minute trick: the confidence tiers
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**Subject:** Two-minute trick: the confidence tiers
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**Send:** Day 14
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**Goal:** surface the manual-review queue — non-obvious, high-value
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---
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Hi {{first_name}},
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The single most-skipped feature in DataTools is also the one with the highest payoff per minute: the **manual-review queue**.
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Here's what's happening under the hood: every dedupe decision DataTools makes has a confidence score (0.0 to 1.0). The dedupe tool by default puts decisions into three buckets:
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- **≥0.95** → auto-merge (cleaned CSV)
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- **0.85 - 0.95** → manual-review queue (`<filename>.review.csv`)
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- **<0.85** → unmerged (kept as separate rows)
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The 0.85-0.95 bucket is the magic. It's the range where a tuned algorithm catches *most* duplicates but where the wrong choice is a real cost (merging two genuinely different people = lost prospect; not merging two duplicates = paid contact you didn't need).
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The 2-minute workflow:
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1. Run dedupe.
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2. Open `<filename>.review.csv`. Each row is a candidate merge with: confidence, the two records side-by-side, the rule that fired.
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3. Eyeball each row. Mark `keep_merge` (Y/N) in the rightmost column.
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4. Re-run dedupe with the `--apply-review-decisions <filename>.review.csv` flag (or click "Apply review decisions" in the GUI).
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5. Final cleaned CSV reflects your manual choices.
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For a 5,000-row lead list, the review queue is typically 20-60 rows. ~3 minutes of work. The output is dramatically better than auto-merge-everything-≥0.85, which is what most tools (including HubSpot's) do silently.
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**Pro move:** save your `keep_merge` decisions over time. After 3-4 campaigns you'll have a corpus of "yes-merges" and "no-merges" you can use to retune the auto-merge threshold for *your* data. Most teams find their sweet spot is somewhere in 0.88-0.92.
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— Michael
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{{support_email}}
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