Request missing approval evidence, route requests to reviewers. Every one is ready to run, and you can adjust it in plain language.
Find new openings at watched employers for prospecting.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
Send signed-off client agreements to their named signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Verify new prospect emails before first contact.
See which new contact emails are usable for outreach. Review uncertain addresses and duplicates before anyone sends a message.
Verify contact emails for prospective client outreach.
Your prospect list comes back with distinct, deliverable work emails and a clear list of people who still need manual research.
Offer prospect call times during their local business hours.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
Offer prospects early meetings with a named team member.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.
Send approved new client agreements for signature.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.