Send first pitches, chase replies, log responses. Every one is ready to run, and you can adjust it in plain language.
Identify prospective clients and draft introductions backed by company facts.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Sort prospective clients into an outreach-ready consulting list.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Send prepared emails to prospective clients and log their replies.
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.
Frame first consulting emails with subjects grounded in each draft.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
Keep potential client contacts current for consulting outreach.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Identify client prospects in underserved sectors and explain why they fit.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Follow up on a prospective client's stated project need in the original thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
Send an opening email based on notes about a prospective client.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Send engagement notes and attached files to named colleagues.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Reply to consulting inquiries and flag questions that need a person.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Draft a first email linking a prospect's priorities to the firm's offer.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Draft engagement proposals from client goals and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.