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A cohort is a rolling list. A smart list with memory and a clock. Each time it rolls, it freezes the current batch as an archive and materializes a fresh one from the filter, excluding who earlier batches already contained or worked and (optionally) carrying forward the records you didn’t get to. The canonical use: a monthly cold-call list. Every month you get a fresh 100 leads to call, you never call the same person twice, and anyone you didn’t reach last month rolls into this month.

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The pieces

  • Filter: who qualifies (e.g. “Leads · no contact in 90d · West”).
  • Cadence: how often it rolls: weekly, monthly, or manual.
  • Target size: how many to pull per period (optional cap).
  • Don’t re-list: the exclusion policy:
    • Only records I’ve worked, skip anyone you marked done.
    • Anyone ever in this cohort, never re-list a record, worked or not.
    • Worked within a cooldown, re-eligible after N days.
  • Carry forward: un-worked records from the period being frozen roll into the new one.

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A period

Each roll opens a new active period (your current working set) and freezes the previous one. Frozen periods are the archive of who you worked each cycle, shown under Past periods. Members carry a done (“called”) state that feeds the exclusion.

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Working a cohort

  • Roll now: freeze the active period and build the next one. (A cohort is empty until its first roll.)
  • Top up: refill the active period toward its target with fresh, non-excluded records, without rolling.
  • Mark done / called: tick a record; it’s excluded from future periods per your policy.
  • Filter: edit who qualifies.
Note: automatic rolling on the cadence is coming; today a cohort rolls when you click Roll now. The cadence still labels each period and sets its window.

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See also