Eight Digit Media

Welcome to Catchlight! You've just unlocked the power to tap into deep insights designed to help boost growth, save time, and elevate the sophistication of your marketing and business development…

Introduction to Catchlight

Learn about the main sections of your Catchlight Analytics Dashboard and how to navigate the interface to access lead data, performance metrics, and interactive charts.

Understanding Your Dashboard

Step-by-step instructions for logging into your client portal and accessing the Catchlight Analytics Dashboard, including browser requirements and troubleshooting tips.

Accessing Your Dashboard

Learn how to use the global search bar to quickly find specific leads across your entire database by name, email, or other identifiable information.

Search Functionality

Master the date range picker to filter your analytics by specific time periods, compare performance across different dates, and analyze trends using quick presets or custom ranges.

Date Range Selection

Learn how to filter leads by enrichment status to identify which contacts have complete data, which are still processing, and which may need attention or re-submission.

Enrichment Status Filter

Use the event topic filter to identify leads experiencing specific life events and eligibility milestones that create natural opportunities for financial planning conversations.

Event Topic Filter

Learn how to use baseline comparison to measure your progress over time by comparing current metrics against historical periods and identifying positive or negative trends.

Baseline Comparison

Understand when and how to apply filter changes to update your dashboard, and learn how to reset filters to return to your default view quickly.

Applying and Resetting Filters

Learn how to read and interpret the Key Performance Indicator (KPI) cards on your dashboard, including understanding values, change indicators, and what different card styles mean.

KPI Overview

Understand the key metrics that track data enrichment performance, including total leads enriched, success rates, match confidence, and how to use these indicators to maintain high data quality.

Enrichment Metrics

Learn how to measure and interpret lead quality using Catchlight Score, match confidence levels, and quality distribution metrics to prioritize your best opportunities.

Lead Quality Metrics

Understand how Projected Client Revenue is calculated and use revenue metrics to identify your highest-value opportunities, measure pipeline potential, and prioritize leads based on financial impact.

Revenue Potential Metrics

Learn how to interpret percentage changes, trend arrows, and comparison indicators on your KPI cards to identify positive momentum, spot problems early, and make data-driven decisions.

Understanding Trend Indicators

The Revenue Distribution chart visualizes how your clients are distributed across different revenue tiers, helping you identify where most of your business value is concentrated and spot opportunities for growth…

Revenue Distribution Chart

The Wealth Segment Analysis chart breaks down your client base by wealth categories, showing the distribution between Ultra High Net Worth, High Net Worth, Affluent, Mass Affluent, and other segments…

Wealth Segment Analysis

Life Events & Milestones charts help you identify clients experiencing significant life changes that create financial planning opportunities, such as job changes, marriages, home purchases, retirement proximity, and children reaching…

Life Events & Milestones Charts

All Catchlight dashboard charts include interactive features like hover details, click-through filtering, export options, and dynamic updates that help you explore your data more deeply and take action on insights.

Interactive Charts Feature

The Catchlight Data Dictionary defines every data field in your dashboard, explaining what each field means, where the data comes from, how it's calculated, and how you can use it…

Data Dictionary Overview

Profile & Identity Data fields include core identifying information about each client such as names, contact details, unique identifiers, and data quality indicators that help you confirm you're looking at…

Profile & Identity Data

Demographic Data includes personal and household characteristics such as age, marital status, children, grandchildren, home details, and geographic information that help you understand life stage and personalize your approach.

Demographic Data

Professional Data includes career and employment information such as current employer, job title, job level, education credentials, alma mater, and employment history that help you understand your clients' professional circumstances…

Professional Data

Financial Indicators include estimated income ranges, investable asset ranges, wealth segments, home values, and projected client revenue that help you understand client financial capacity and prioritize business development efforts.

Financial Indicators

Interests & Lifestyle Data includes hobbies, sport affinities, household activities, and personal interests that help you build personal connections, create relevant conversation starters, and understand client values and priorities.

Interests & Lifestyle Data

Life Events & Eligibility Milestones track significant changes like job transitions, marriages, home purchases, and age-based eligibility triggers (Medicare, Social Security, RMDs) that create timely financial planning opportunities.

Life Events & Eligibility Milestones

The Catchlight Score is a proprietary 0-100 predictive score that estimates how likely a prospect or client is to engage with you, based on their digital presence, professional activity, responsiveness…

Catchlight Score Explained

The Social Capital Score estimates a person's network influence and referral potential based on their professional connections, community involvement, leadership roles, and social reach, helping you identify valuable centers of…

Social Capital Score

Enrichment Status indicates the completion state and data quality for each client record, showing whether enrichment is complete, in progress, partial, or failed, and helping you understand data coverage and…

Enrichment Status Values

Social Media Profile fields include links to clients' LinkedIn, Facebook, and Twitter/X profiles, providing valuable research tools for understanding professional background, personal interests, and building authentic connections.

Social Media Profiles

Characteristics & Personas are behavioral classifications and psychographic profiles that categorize clients by personality type, decision-making style, communication preferences, and lifestyle patterns to help you tailor your approach and messaging.

Characteristics & Personas

Learn how to use Catchlight data to prioritize your outreach efforts by combining engagement scores, financial indicators, life events, and strategic fit to focus on the highest-value, most likely-to-convert prospects.

Prioritizing Leads

Use Catchlight data to create highly personalized outreach that references specific details about prospects' professional backgrounds, life events, interests, and circumstances to dramatically improve response rates and build authentic connections.

Personalizing Outreach

Timing is critical to outreach success. Learn when to contact prospects based on life events, eligibility milestones, seasonal patterns, and optimal windows for maximum engagement and relevance.

Timing Your Outreach

Use Catchlight data to create natural, authentic conversation starters that build rapport, demonstrate genuine interest, and transition smoothly into financial planning discussions without feeling forced or sales-oriented.

Building Conversation Starters

Use Catchlight data to design targeted events and marketing campaigns for specific client segments, maximizing attendance and engagement by matching topics, formats, and invitations to audience characteristics and needs.

Event and Campaign Planning

Understanding what Catchlight data can and cannot tell you, including accuracy levels for different data types, common limitations, and best practices for verification to ensure appropriate use in client conversations…

Data Accuracy and Limitations

Optimize your Catchlight dashboard experience with tips for faster loading, smoother interactions, better filtering, and efficient workflows to maximize productivity and minimize frustration.

Dashboard Performance Tips

Understand privacy regulations, compliance requirements, and ethical practices for using Catchlight data responsibly, including GLBA, FCRA, CAN-SPAM, TCPA, and best practices for protecting client information.

Privacy and Compliance

Maximize value by integrating Catchlight enrichment data with your CRM system, creating a unified view of prospects and clients that combines your relationship data with Catchlight's behavioral and demographic insights.

Combining Catchlight with CRM

Troubleshooting guide for common Catchlight dashboard problems including loading errors, filter issues, export problems, and display glitches, with step-by-step solutions to get you back on track quickly.

Common Dashboard Issues

Learn why some data fields are empty for certain contacts, what it means when enrichment data is missing, and what you can do to improve data coverage and work effectively…

Understanding Empty Data Fields

Chris Ross

Learn more about what Catclight AI is and how to use it to close more sales.

Catchlight AI

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.