Send first pitches, chase replies, log responses. Every one is ready to run, and you can adjust it in plain language.
Receive the updated lead sheet and a summary of changes.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Fill the team's prospecting gaps with leads ready to review.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Turn emailed lead criteria into a prioritized, source-linked CSV.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Keep prospect replies moving and give reps clear follow-up tasks.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
Turn campaign requests into shared lists with counts and gaps.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Email reps a vetted morning queue of companies to contact.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Email the sales lead a recap of sends and skipped buyers with reasons.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Give reps first email drafts with the account reason behind each one.
Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.
Review sourced prospect shortlists for each sales targeting brief.
Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.
Build a sourced shortlist for the team's weekly prospecting review.
Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.
Review the team's current lead lists with gaps called out.
Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.
Give each rep a ranked call list and flag accounts needing research.
Your reps start each shift with a short call list. Every prospect has a phone number and a reason to reach out.