Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Match proposal pricing to approved services and flag exceptions.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Mark successful outreach sends and log replies in the contact sheet.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
Flag stale prospect rows without removing their history.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Clean emailed lead sheets and upload only qualified new prospects.
Your sales team gets a shared lead list with qualified new contacts. Your campaign team gets row numbers and reasons for every row left out.
Create custom kit links and flag destination mismatches.
Give your sales team a copyable list of custom short links for each ready sales kit, with destination conflicts called out for review.