Rank new prospects from company alerts and email sales reps
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Your Monday schedule sets the seven days of alerts to review.
Your alert emails give company facts, announcement dates, and source links for hiring, expansion, or funding news.
Your customer contacts identify current accounts by company name and website domain where known.
Your recent sent lead emails show which announcement links your reps already received.
Your buyer profile sets the industries, locations, size requirements, and exclusions a lead must meet.
Your ranking rules set signal priorities and the maximum leads in each email.
Your rep addresses identify who receives the Monday email.
Your sales mailbox keeps company alerts, customer contacts, and past shortlists. It sends the weekly email to your reps.
Your reps receive ranked leads with dated sources, a no-new-leads note, or an account-check issue.
Your reps receive ranked leads with dated sources, a no-new-leads note, or an account-check issue.
Your reps see how many alerts lacked needed facts or had uncertain customer matches.
Your reps receive ranked leads with dated sources, a no-new-leads note, or an account-check issue.
Your reps see how many alerts lacked needed facts or had uncertain customer matches.
This Agent reads recent company alerts each Monday. It checks your buyer profile and customer contacts. It emails reps a ranked shortlist with reasons and source links.
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monday.com keeps company alerts, customer contacts, and past shortlists. It sends the weekly email to your reps.
Zoom keeps company alerts, customer contacts, and past shortlists. It sends the weekly email to your reps.
Podio keeps company alerts, customer contacts, and past shortlists. It sends the weekly email to your reps.
Send Weekly Sales Leads is made for businesses in these industries.
Surface growing companies that fit the agency's new client profile.
Show all Agents for the Advertising and Marketing industryRank growing companies that fit the software sales team's target market.
Show all Agents for the Software industryFind companies expanding their teams or sites that may need IT services.
Show all Agents for the IT Services industryFlag companies with hiring news that fit the firm's client profile.
Show all Agents for the Staffing and Recruiting industryHighlight expanding companies that fit the firm's client profile.
Show all Agents for the Management Consulting industrySpot growing companies that fit the firm's security buyer profile.
Show all Agents for the Cybersecurity industryFind expanding businesses that fit the cleaning firm's service area.
Show all Agents for the Commercial Cleaning industrySpot hiring companies that fit the training provider's target market.
Show all Agents for the Corporate Training industrySend Weekly Sales Leads is made for people in these roles.
Prioritize new companies to prospect using recent growth news.
Show all Agents for the Sales Development Representative roleReceive ranked prospects with a reason and source for each.
Show all Agents for the Sales Representative roleSend a weekly shortlist of new prospects for the sales team.
Show all Agents for the Sales Manager roleIdentify growing companies worth pursuing for new business.
Show all Agents for the Business Development Manager roleFind leads that fit the buyer profile and exclude current customers.
Show all Agents for the Lead Generation Specialist roleTurn company announcements into a sourced prospect shortlist.
Show all Agents for the Sales Researcher roleSend Weekly Sales Leads is made for people in these departments.
Send reps a weekly list of qualified new companies to pursue.
Show all Agents for the Sales departmentRank new client prospects by fit and recent company news.
Show all Agents for the Business Development department4 steps, in order, on every run.
Connect the tools you already use, such as monday.com, Zoom or Podio.
3 toolsUse safe mode to approve every result before it goes out, or let the Agent run automatically.
Frequently asked questions about the Send Weekly Sales Leads:
You route public company announcement emails into a dedicated signal folder. Each alert needs a dated source link and company facts that support your buyer profile.
You set the buyer profile, signal priorities, and lead limit. Your reps receive leads supported by the details in your alert emails.
The Agent leaves uncertain matches out and includes them in the review count. Your team can inspect those alerts before pursuing the companies.
Yes. Your reps receive an email saying no eligible leads turned up. If your customer contacts folder is unavailable, reps hear that the account check needs attention.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.