Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Flag prospect meeting invitations that overlap partner calls.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
Follow up on prospect calls with commitments in writing.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.
Send prospective clients agreed next steps after introductory meetings.
Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.
Revisit stalled opportunities using the agreed next step.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Start outreach to approved prospects with a timely, tailored first email.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Keep referral introductions moving toward a first conversation.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.
Send approved first contacts to prospective clients across team windows.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
Introduce the firm to approved accounts with a sourced first email.
Your lead approves a target account, and you get a relevant first email or a clear reason to review it.
Launch approved introductions to new business prospects.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.