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Bhavik Jain · Settings

Stakeholder dashboard

Individual exec tracking across all accounts — stage progression, signals, and agent recommendations

Agnostic
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Aware
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Access
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Advocate
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Stakeholder
Location
Account
Status
Warm intro
Latest activity
Touchpoint
Tags
Summarizing…
AI Summary
⏳
Profile pending enrichment — fields will fill in as data is added.
LinkedIn ↗
Personal context
Warm intro paths
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Experience
Social media activity
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Competitor activity
Cohesity
History
No CRM linked
Vieu Touchpoint
No touchpoint
Your notes
Change log
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Add stakeholder
Enrichment Inbox
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Nurture Campaigns
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Outreach drafts
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Outreach drafts
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New Nurture Campaign

Warm Intro Campaigns
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Intro drafts
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Gifting Campaigns
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Gift recommendations
Enroll members to generate recommendations
Events Campaigns
No campaign selected
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Invitee lists
Enroll members to generate invitee lists

Events Campaign

Identify the right executives to invite to events

Campaign builder coming soon

Account dashboard

Systemic tracking of Fortune 500 accounts — coverage, relationships, and engagement cadence

Accounts covered
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of Fortune 500
Avg. stakeholders identified
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across active accounts
Closed deals
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across all accounts
Advocates present
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—
RBRs (L12M) / EBCs (L24M)
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reviews & briefings
Account Closed deals Open opp. Last RBR Last EBC CXOs mapped Last touchpoint Account plan
Threads
Claude Sonnet · Live CRM data
Pending actions
StakeholderRoleAccountTriggerStage

Draft outreach

Generating draft…

Settings

Import data
Photos
Manage data

Upload your Excel or CSV files. Claude will read them, map columns to the data model, and show you a preview before anything is saved.

📂

Drop files here or click to browse

.xlsx · .xls · .csv — up to 10MB per file
1
Parsing file
Waiting…
2
Claude mapping columns
Waiting…
3
Preview & confirm
Waiting…

Upload zip of LinkedIn profile photos named www.linkedin.com_in_slug.jpg.

🖼

Drop zip file here or click to browse

.zip — up to 100MB
Social media posts

Upload a CSV with columns: stakeholder_linkedin_url, post_text, posted_at, llm_suggested_title.

📝

Drop CSV here or click to browse

.csv — up to 10MB
Enrich contacts — email, phone & location

Upload a CSV with LinkedIn URL, Email - Emails, Mobile Phone, and Location Name. Matches by LinkedIn URL — only fills empty fields.

⚡

Drop enrichment CSV here or click to browse

.csv or .xlsx — up to 20MB
News feed data

Upload the stakeholder_feeds.json export from Vieu. Populates the News feed page.

📰

Drop stakeholder_feeds.json here or click to browse

.json
Person Deep — LinkedIn profiles JSON

Upload Vieu pipeline JSON exports — supports both person_deep_stakeholders_combined and ebm_champions_stakeholders formats. Enriches existing stakeholders with LinkedIn data, employment history, and social posts. Does not create new stakeholders.

🧬

Drop person_deep JSON here or click to browse

.json — Vieu person deep export
Career movements CSV

Upload the ebm_*_movement_*.csv from the Vieu pipeline. Updates "Recently hired" and "Promotion" signals on matching stakeholders.

📊

Drop movement CSV here or click to browse

.csv — career movement signals
Social posts — Vieu JSON export

Upload the Vieu posts JSON export. Uses postedAt for correct post dates and Post-title as display title.

📋

Drop posts JSON here or click to browse

.json — Vieu stakeholder posts export
Experience & career changes

Upload the Vieu experience exports. Roles file populates the Experience drawer. Changes file sets signals (Recently hired / Promotion) and updates titles.

1 · Experience roles CSV
💼

Drop roles CSV here

list_experience_roles_*.csv
2 · Recent changes CSV
🔄

Drop changes CSV here

list_experience_recent_changes_*.csv

Upload your Vieu connections CSV or Vieu-format XLSX. Accepted columns: Account Target, Introducer Name, Introducer Email, Relationship Insights — strength is auto-inferred.

🔗

Drop connections CSV here or click to browse

.csv — up to 50MB
Database summary
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Clear all data
Permanently deletes all accounts, stakeholders, and changelog entries.
Experience
All intro paths
Social media activity

Override stakeholder stage