--- title: "Best Practices: Identify Leads Daily" description: Best practices for your daily lead discovery workflow. --- [Skip to content](https://help.cloverleaf.ai/knowledge-base/best-practices-identify-leads-daily#main-content) English Show submenu for translations ![Cloverleaf AI Logo\_black\_full](https://help.cloverleaf.ai/hubfs/Cloverleaf%20AI%20Logos_2026/Black/Cloverleaf%20AI%20Logo_black_full.svg) Open main navigation Close main navigation - English Show submenu for translations Welcome! How can we help you? - There are no suggestions because the search field is empty. 1. [Cloverleaf AI Support](https://help.cloverleaf.ai/knowledge-base?hsLang=en) 2. [Best Practices](https://help.cloverleaf.ai/knowledge-base/best-practices?hsLang=en) # Best Practices: Identify Leads Daily ## Start every morning with Cloverleaf AI Signals - AI-generated alerts that surface the most relevant government meeting activity from the past 24 hours, matched to your Campaigns. #### **Step 1: Review Your Signals Email** Each morning, Cloverleaf AI delivers a **Signals email** to your inbox. This email surfaces meetings and documents from the previous 24 hours that matched your Campaign keywords and geographic filters - so your leads come to you instead of requiring you to go looking. When your email arrives: - Scan the meetings and documents listed - each one matched at least one of your tracked keywords - Look for mentions of budget approvals, funding discussions, vendor references, or procurement language - Click any meeting title to open it directly in Cloverleaf AI for a deeper look ![Screenshot 2025-08-01 at 14.49.04](https://help.cloverleaf.ai/hs-fs/hubfs/Screenshot%202025-08-01%20at%2014.49.04.png?width=501&height=485&name=Screenshot%202025-08-01%20at%2014.49.04.png)   --- #### **Step 2: Review the Meeting** Once you're in a meeting or document, you'll see transcript snippets highlighting exactly where your keywords appeared. Click any timestamp above a snippet to jump directly to that moment in the video. From here you can quickly assess: - How significant the mention was - Who was speaking and in what context - Whether the discussion signals an early buying opportunity ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-16-2026-08-34-31-4574-PM.png?width=560&height=306&name=image-png-Mar-16-2026-08-34-31-4574-PM.png) --- #### **Step 3: Run a Meeting or Channel Insight** If a meeting looks promising, go deeper with a **Personal Insight**. This is an AI-generated briefing tailored to your goals, competitors, and preferred format - giving you a summary of what happened and what it means for you specifically. 1. Select **Personal Insight** or **Channel Insight** from the Insights section of the meeting page 1. **Personal Insight** - Analyzes this meeting 2. **Channel Insight** - Analyzes any meeting in the channel's history 2. Choose the type of briefing you want to run 3. Confirm to generate ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-16-2026-08-26-15-4152-PM.png?width=329&height=251&name=image-png-Mar-16-2026-08-26-15-4152-PM.png) Your briefing will appear in the **Insights tab** and can be copied and shared with teammates, leadership, or anyone else on a paid Cloverleaf AI account. --- #### **Step 4: Check the Opportunities Tab** The **Opportunities tab** on any meeting page shows all AI-identified leads from that meeting in one place. Each opportunity includes: - A brief description of the lead - An actionability score based on the strength of the signal - The target stakeholder you should be engaging Use this tab to quickly decide whether a meeting is worth pursuing and who to reach out to first. ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-16-2026-08-27-52-8955-PM.png?width=451&height=276&name=image-png-Mar-16-2026-08-27-52-8955-PM.png) --- #### **Step 5: Find Your Stakeholder's Contact Information** Once you've identified an opportunity, find the right person to contact. Navigate to the **Channel Detail Page** for that government body to access verified speaker profiles and links to the agency's contact page - updated monthly with elected officials and top leadership. ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-16-2026-08-28-50-3898-PM.png?width=466&height=458&name=image-png-Mar-16-2026-08-28-50-3898-PM.png) --- #### **Step 6: Share or Bookmark Your Leads** **Share** Click the share icon on any relevant transcript snippet to generate a Cloverleaf AI link you can send to anyone. Recipients without an account will be prompted to create a free one to view the meeting. ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-16-2026-08-35-37-8107-PM.png?width=572&height=103&name=image-png-Mar-16-2026-08-35-37-8107-PM.png) **Bookmark** Save your best leads for later or organize them for your team: 1. Click the **star icon** next to the most relevant transcript snippet 2. (Optional) Add notes in the Notes section 3. (Optional) Tag a team member so they're notified about this bookmark 4. Add the meeting to an existing folder or create a new one with **+ Create New Folder** ![](https://help.cloverleaf.ai/hs-fs/hubfs/image-png-Mar-16-2026-08-36-49-9188-PM.png?width=449&height=318&name=image-png-Mar-16-2026-08-36-49-9188-PM.png) --- #### **Your Daily Routine at a Glance** - **Morning** - Review your Signals email and click into the most relevant meetings - **In the meeting** - Scan keyword highlights and timestamps for context - **Dig deeper** - Run a Personal or Channel Insight on high-potential meetings - **Identify leads** - Check the Opportunities tab for AI-identified leads and target stakeholders - **Take action** - Find contact information and share or bookmark your best finds --- *Questions? 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