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How to Review a Golden Basket

2 business days after submitting your Campaign request, you’ll receive an email with Expert Insights and a direct link to your Golden Basket, where you can review and tag the delivered companies.

Step 1: Access the Golden Basket

  • Go to the Campaign tab on the left panel.

  • Select the relevant campaign.

  • Click on the Golden Basket tab at the top center.

  • Next to “Results,” you’ll see the total number of companies delivered for this campaign. This count updates every time new companies are added.

    KB HS 3 - Review GB

Step 2: Review Companies

  • Click the Review tab (orange button on the left).

  • Go through the listed companies and review their details:

    • Website link

    • Novable Expert comment

    • Funding Info

    • Novable Activity Index

    • Keywords (topics) related to the Company

    • Option to request an Enriched Profile.

Step 3: Tag the Company

  • Match: Select if the company aligns with your campaign briefing. A Match means the company fits your key criteria and could be a valuable opportunity. Typical Matches include companies that: 

    • Fits the briefing

    • Offers relevant solutions

    • Aligns with your needs

    • Has strategic potential

    • Is already known or engaged

    • (Optional) Add a comment and save it to a specific list.


    KB HS 3 - Match
  • Miss: Select if the company does not fit your briefing or lacks relevance to your campaign. A Miss helps refine future recommendations by indicating what does not work for your needs. Typical Misses include companies that: 

    • Out of scope

    • Irrelevant solutions

    • Misaligned with strategy

    • Lacks innovation

    • Specify a reason (e.g., not the right geography, size or age, wrong business model, etc.).


    KB HS 3 - Miss

Tagging companies helps refine Novable’s algorithm and improve future Deliveries.


KB HS 3 - New delivery

Once you tag a company as Match or Miss, your feedback is saved automatically. When you’ve gone through all results, a short “Well Done!” animation confirms that everything was recorded and will be used to improve future Deliveries.

Need more results sooner? You can now request a new Delivery at any time : no need to finish tagging all companies first. Just click Request a Delivery at the top of the page. A comment box will open where you can share feedback or guidance for the Novable Expert, helping us fine-tune the next batch of suggestions.
Screenshot_1_Request_a_new_Delivery_button.png


https://trello.com/1/cards/68ac6913fdf7c14960b6c449/attachments/68b163e618224b7d85bc1eab/download/Screenshot_2_Textbox_new_Delivery.png

  • At the end of a Campaign, you can always ask for an export of the results by clicking on the top button Export top right. The report is per Campaign. It will be generated in a CSV file and contains: 

    • All Matched companies
    • All Missed companies
    • All companies yet to review
    • Including all comments
    • Including all firmographics info.

For additional guidance, here's a video that walks you through the steps in detail.