Give Fold your company context

Describe what you bring

Fold uses your company context to prepare more relevant actions. Start with a simple description: your activity, your offer and the outcome you provide to customers. Specify the situations where your solution becomes particularly useful. A concrete statement supported by an example gives more substance than a series of adjectives. Explain what you want to develop today too: a market, a type of account or a use case. This foundation gives a clear direction to contact research and conversation preparation, helping the team describe its value consistently across campaigns.

1. Describe the activity, offer and concrete benefit.
2. Add a representative customer situation.
3. Specify the current sales priority.

Make the target recognizable

Describe your ideal customer through observable criteria: industry, company size, geography, role and the situation you want to find. Add signals that make an account relevant to your offer and explain the role of the people to contact. A representative customer example gives those criteria substance. You can then express your search in natural language with Fold and review how well results fit. The goal is to turn a targeting idea into a group of contacts the team can recognize and qualify consistently through a shared commercial lens.

1. Define ideal-company criteria.
2. Specify useful roles and signals.
3. Review a sample of results with Fold.

Share evidence, tone and an action framework

Give Fold verified evidence: product facts, approved customer examples and results you can explain. Clearly identify each fact, its context and its date. Then describe your preferred tone with a message example that sounds like your company. Complete the action framework with the campaign goal, selected channels, intended volume and team review points. This information steers proposals toward a consistent expression of your brand. It also gives the people reviewing content a shared basis for approving it and helps the team explain why a message suits its intended audience.

1. Collect validated facts and evidence.
2. Provide an example of the desired tone.
3. Specify channels, goal and review points.

Evolve context through results

Fold’s context and memory provide a reference across tasks. Review the proposed plan against the original goal, then examine results to identify what deserves to be retained. A new conversation may clarify a need; customer feedback may strengthen an example; an offer update may change the value proposition. Update confirmed information and keep a clear statement of decisions. This loop connects context, preparation and results to improve your team’s sales work over time. Review the reference context regularly so it continues to reflect the market and offer you are developing.

1. Review the plan against the original goal.
2. Identify lessons confirmed by results.
3. Update useful context and memory.

A little more context.