Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
Turn saved searches into unique prospects ordered for outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Prepare sourced company prospects for first contact.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Draft three subjects for each first prospect email.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Keep outreach prospects current as their roles or companies change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add qualified prospects to outreach and flag duplicates before contact.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Find new people to approach in the requested market gap.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Add qualified new prospects to the sheet with source links.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Check company handles and posts before choosing whom to contact.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Add qualified prospects to the outreach register before first contact.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
Draft a first email that gives a named prospect a reason to talk.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
See which form leads need a first email or personal follow-up.
Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.
See campaign leads with suggested owners and next steps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.