Check forms for missing details, return them for correction. Every one is ready to run, and you can adjust it in plain language.
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.
Send personalized prospect emails from an approved draft.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved prospect batches without emailing opted-out contacts.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved prospect emails and flag contacts that need fixes.
Your mail merge goes out after you approve the sheet, with send results and rows needing attention visible beside recipients.
Send approved prospect emails and avoid duplicate outreach.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved prospect emails and identify skipped contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
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.
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.
Check prospect profiles and flag links that need a closer look.
Your research sheet shows available career details for new LinkedIn links, with clear flags when a profile needs a manual check.
Create comparable prospect rows and flag profiles that need checking.
Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.
Build weekly lists of local businesses to contact.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
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.