Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Build sourced lists of potential clients that match target criteria.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Frame new business emails with subjects tied to each prospect.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Keep potential client contacts current for outreach.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add qualified company contacts to outreach and flag uncertain matches.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Find potential clients in new sectors with reasons to pursue them.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Build a list of new companies that fit the chosen market.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Build contactable business lists for new client outreach.
Get a sales lead list for your chosen industry and area, with source links and published contact details for businesses that fit.
Surface recent company posts to guide prospect outreach.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Add qualified company contacts to the new business outreach list.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Send first emails to client prospects and see which leads need attention.
Your first-contact emails go out to eligible leads, with send times and contacts needing review in one reply.
Share a screened prospect list with the outreach team.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Identify company announcements that open new sales conversations.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.