The task library

Open your worklist. It ranks everyone in your workspace by two things together: whether we can actually reach them today, and whether what we hold about them is still true. Someone who has just changed job and has a checked email address comes first, because a move is the strongest reason to get in touch. Someone whose details we know are out of date drops to the bottom and says so plainly, rather than being quietly hidden or dressed up as a lead. Every row tells you in a sentence why it is where it is and what to do next, so you never have to work out the ranking yourself. The list rebuilds itself each time you open it — there is nothing to maintain.

Your worklist tells you, on every row. A contact marked as having a verified route has had their details checked against live sources, and the date of that check is shown at the top of the list. A contact marked "verify first" is one we have found to be out of date — usually they have changed employer since the details were added — and CIS deliberately offers you no way to contact them from that record until it is re-checked, so you never send something to an address that is no longer theirs. Contacts we hold only a LinkedIn profile for are labelled as such, so you know the route is untested rather than assuming it works.

The headline at the top of your worklist — a single score out of 100, with a plain-English sentence underneath explaining why. It is built from two separate questions kept apart on purpose: how many of your contacts can you actually reach at all, and of those, how many have been checked against a live source recently enough to trust. A book can look busy and still score low if most of it has never been checked — that is deliberate. The score is not massaged to look better than it is; a low number is telling you where to spend your next hour, not judging you.

Open the call pack for that contact from your worklist (the "Call pack" link on their row). It pulls together everything CIS already holds on them in one place — their role and company, whether the route you have is one we trust, when you last spoke and what was agreed, who else you know at the same company, and what CIS understands about their pain, wants, needs, opportunity and potential so far. Where something has not been captured yet, it says so plainly rather than guessing. It builds itself from your existing records each time you open it, so it is never stale and there is nothing to prepare beforehand.

Start with the getting started guide — it walks you through your first hour with CIS as one clear sequence: setting up your workspace, bringing your network in, telling CIS who you want to meet, and seeing your first suggested connections. Follow it in order and you always know what comes next.

That is exactly what the getting started guide is for. It takes your first hour with CIS one step at a time — no need to figure anything out on your own — starting with setting up your workspace and ending with your first suggested connections.

Go to the sign-up page and enter your email address. CIS sends you a secure sign-in link — no password to create or remember. Click the link on the same device and your workspace is ready. It is free to start.

Go to the sign-up page and enter the same email address you used before. CIS emails you a fresh sign-in link — there is no password to remember.

Open your account menu (the round initial in the top corner of your workspace) and choose Sign out under Account. You can also go straight to /logout at any time — either way, you're signed out and returned to the sign-in page.

From your workspace, open Import. Upload a LinkedIn export (LinkedIn: Settings → Data Privacy → Get a copy of your data → Connections) or any contacts CSV. CIS reads it straight away and starts mapping names, job titles, companies and LinkedIn profiles automatically — you do not need to tidy the file first.

That's expected, not a fault. If a contact you bring in matches one already in your workspace (same email address or LinkedIn profile), CIS folds it into the existing record within a few seconds rather than keeping two — so you keep one richer record instead of a duplicate. Nothing is lost: any new detail on the incoming contact is added to the record that stays. This happens the same way whether the contact comes from an import or from a capture in Scout.

No. You can skip importing during sign-up and add contacts whenever you are ready — one at a time, or in a fresh import later. Nothing else in CIS depends on having imported everything first.

Yes. CIS works with whatever you bring — a handful of contacts or a full LinkedIn export. It gets more useful as your network and your history with CIS grows, but there is no minimum to get started.

CIS looks at everything it knows about your network — who you've spoken to, what they need, how long it has been — and ranks the people most worth your time today. You always see why a person is suggested; CIS explains its reasoning rather than just handing you a name.

Every contact sits somewhere on a journey from a first signal of interest through to an established, active relationship. CIS moves people along it as the relationship develops, so at a glance you can see who is just starting out and who is ready for a next step, instead of one flat contact list.

During setup — or at any time afterwards, from your workspace — answer a short set of questions in your own words: your ideal client or contact, what a strong opportunity looks like, anyone or anywhere that is a firm no, and any timing to know about. CIS uses your own answers, not guesswork, to judge what counts as a good match.

Yes. Every contact has its own chat you can use to ask things like “summarise what we know”, “what's the best way to open a conversation”, or “what did we last discuss”. It answers using that person's real record, not a generic script.

A connection partner is someone who has agreed to share visibility of their own professional network with CIS, so that good-fit introductions can be suggested from it. A partner always keeps control — they choose which introductions to say yes to, and nobody in their network is ever contacted without that agreement.

An introduction only ever happens with agreement on both sides. First, whoever holds the relationship agrees to make it. Then it is prepared as a short, human message — never a template — for that person to send in their own words. Nobody is introduced automatically, and no message goes out without a real person choosing to send it.

No. CIS never sends a message, makes an introduction, or takes any outward-facing action on its own. It prepares suggestions and drafts; a person always makes the final decision and does the sending.

No. The contacts you bring into CIS stay private to your own workspace. They are never pooled with anyone else’s network or matched against it directly. The only way value ever flows between members is a specific, named introduction that both sides have separately agreed to.

CIS holds identity and contact details, professional information such as job title and employer, notes and summaries from real conversations, and a log of past contact so nobody is messaged twice by mistake. It does not collect sensitive personal information — it is built for professional, business contact data.

Email john@rethinkingwork.life and ask. Requests are honoured and responded to within one calendar month.

Yes. CIS is built around UK GDPR rights: you can ask what it holds about you, have it corrected, or have it erased, ask it to stop processing your data, object to processing — including an absolute right to object to marketing — or have your data handed over in a portable format. See the full detail, including how to complain to the ICO, on the data and privacy page.

Yes — data portability is one of your rights, covering your contacts and everything else CIS holds about you. There is no self-serve export button yet, so email john@rethinkingwork.life and ask for it in a portable format; requests are handled by hand and answered within one calendar month.

Click “unsubscribe” on any email — it's a genuine one-click opt-out that takes effect immediately. You can also just say “stop”, by reply, on a call, or in the website chat. Once you're opted out, you're opted out everywhere in CIS, for every partner, permanently — not just with whoever last messaged you. Wherever that record then shows up — a search result, the worklist, a contact's own detail page, the quick-view opened from any list — it stays visible (removing it would just make the view look quietly smaller) but carries a clear "Suppressed — do not contact" mark, and every call/email/LinkedIn/draft-message button on it is switched off rather than hidden, so nobody can reach out to you by mistake.

Open Contacts in your workspace and use the search bar to find anyone by name, company or role. If it is a view you will come back to, save it as a List.

It is where your uploaded LinkedIn connections show up, live and searchable — click a chip to filter by company, sector or seniority, ask a plain-English question to search your own contacts, click anyone to see their detail, and build your own lists. Colleagues who have also contributed only ever show up as a number — never a name.

When CIS has done some homework on a contact, opening their detail shows an Intelligence panel underneath the usual company/position information: a score, a short read on what they likely need, an opening line to start the conversation with, and where the potential sits — each dated with when it was last checked. It only appears once CIS genuinely has something to say about that person; no panel just means nothing has been gathered yet, not that anything is wrong.

That is the same consent rule the rest of your map runs on, not a search limitation: your network is yours to search and share, and a colleague's contact never becomes visible to you just because it would answer your question well. If who you're after is well known across the team, ask a colleague directly.

A List is a saved group of contacts — a specific set you want to come back to, work through, or track separately from the rest of your network. Build one from a search or filter, or start one from scratch. Being added to a list is never undone by a do-not-contact flag: if someone on a list has opted out or been marked do-not-contact, they stay on the list — removing them silently would make the list look smaller than it really is — but their row carries a clear "Suppressed — do not contact" mark, so you can see they are there and know not to reach out to them.

Pricing is tiered by how much of CIS you use — from a free, pay-what-you-can individual tier, through a Pro tier with full matching and introduction support, up to bespoke Community/Enterprise pricing for organisations sharing a network. See the pricing section on the CIS homepage for current detail; figures are indicative while CIS is shaped with early partners.

Email john@rethinkingwork.life and ask. There is no self-serve cancel button yet, so it is actioned by hand as soon as it is seen.

Email john@rethinkingwork.life with the details and it will be sorted out directly. There is no automated billing dispute or refund process yet.

Click the feedback icon — in the header next to your account icon on the main app, or near the top of the page on a partner team-network portal like IntelliActions' — and it opens a small panel with a single text box. Type what you like, don't like, or want to see, and click Send. It goes straight to John for review; there is no need to email separately.

Scout is a companion tool that sits alongside LinkedIn in your browser. It shows you CIS's record for whoever you're looking at, and lets you log a call, note or message without leaving the page. It's most useful once you're actively working a list of contacts day to day.