monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Find the strongest buyer matches before starting new conversations.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Send prepared emails to leads and see which contacts have replied.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Turn first email drafts into complete options for approval.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Add qualified account contacts to outreach without repeat entries.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Surface matched company contacts for the next outbound push.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Find local businesses to approach for new accounts.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
Find new buyer contacts without repeating accounts already in play.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Prepare a sourced list of businesses to approach in a chosen area.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
Find local business prospects for territory outreach.
Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.
Email you a link when a proposal on your deal is rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Draft a first email connecting a target account's priorities to the offer.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.