Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Draw checked winners from clients' giveaway comments across posts.
Get a Facebook giveaway winner list you can trace to the original comments, with your entry rules checked across all listed posts.
Prepare a ranked prospect list for agency new business outreach.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Send approved client campaigns from current lists and log exceptions.
Your scheduled mail merge uses the latest recipient list, so you can see who was emailed and which rows need attention.
Send approved client campaigns to eligible contacts on schedule.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send approved client outreach to current, eligible contacts.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Log leads from client ad campaigns for follow-up review.
Get Facebook Lead Ads submissions into Google Sheets with cleaner contact details and a status your team can use to review leads.
Turn campaign discussions into original agency posts with branded visuals.
Get a fresh company post and branded image from standout LinkedIn posts. See its published link and source notes.
Refresh agency prospect lists as client decision-makers change.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Move verified brand contacts into agency outreach and flag repeats.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Find prospective client companies in new sectors with contacts 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.
Find marketing contacts at companies the agency wants to win.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
Prepare agency prospect lists from LinkedIn profiles and flag gaps.
Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.