What a Golden Case is and why it improves your Discovery results
A Golden Case teaches Blake what a successful deal looks like so Discovery scores get sharper.
A Golden Case is a description of a past deal that went well. You add Golden Cases to your workspace so Blake understands what a successful customer looks like for your specific market, not just in general.
Why Golden Cases matter
Discovery scores are calibrated against real data. On a new workspace, Blake scores companies based on your search profile alone. When you add Golden Cases, Blake compares incoming companies against your actual best deals, not just your description of an ideal customer.
The score-breakdown popover on every Prospects row includes a Golden Cases match signal. That signal is dark until you add your first Golden Case.
Golden Cases are only visible within your own workspace. They are never shared with other workspaces in recognizable form.
Where to add a Golden Case
Golden Cases live in the Company profile, not in Discovery. Open Settings > Company and scroll to the Golden Cases section. This section is available to workspace Admins and Owners.
Click + New Golden Case to add one.
What goes into a Golden Case
| Field | Notes |
|---|---|
| Company name | The name of the customer. |
| Industry | Their sector. |
| Region | Where they are based. |
| Company size | Number of employees. |
| Why was this deal successful? | Required. Describe what made this customer a good match: the problem they had, why they chose you, and what made the deal close. Specificity here has the biggest effect on matching. |
| Customer pain point | The core problem they had before working with you. |
| Solution | What you delivered or how you solved it. |
| Entry point | How first contact came about (LinkedIn, referral, event). |
| Revenue / Deal size | Optional. The value of the deal. |
| Contact person title | Optional. The role of the person who signed off. |
You can fill in a Golden Case manually or use the AI Helper button to generate a draft from a company name or short description. Blake pre-fills the fields based on public data. If Blake cannot find the company publicly, you get an empty form to fill in. Review before saving.
How many do you need
One Golden Case is better than none. Blake starts refining as soon as the first is saved.
| Cases | Effect on Discovery scoring |
|---|---|
| 0 | Scores rely on your search profile alone |
| 1-2 | Early signal. Blake begins pattern recognition |
| 3-4 | Noticeably more relevant results |
| 5+ | Strong calibration; consistent improvement per run |
Add your three best closed deals to start. Add new ones when strong deals close. Open Settings > Company > Golden Cases and click + New Golden Case.
If a Golden Case does not seem to help
- Only one field is filled: the "Why was this deal successful" field is the load-bearing one. A one-word answer teaches less than three sentences with real detail.
- All your Cases are in one industry: Blake tends to favor companies in that industry. Add Cases from other successful segments to broaden the pattern.
- You are on Free: the effect is real but subtle at low volume. As you close more deals and add more Cases, the calibration compounds.