Send first pitches, chase replies, log responses. Every one is ready to run, and you can adjust it in plain language.
Find decision makers at target firms and draft credible first introductions.
Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.
Rank potential advisory clients from a saved people search.
Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.
Track role changes among leaders targeted for advisory work.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Find leaders at companies that match the firm's advisory focus.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
Find company contacts that fit the firm's target for advisory work.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
Surface recent posts for management consulting prospects.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Identify likely client decision makers at target companies.
Get a short list of likely buyers at your target companies, with role context and public contact routes in your prospecting sheet.
Open a prospect conversation with a grounded consulting pitch.
Keep first sales outreach moving from the assigned rep's mailbox, with the exact email and send result visible on the lead.
Draft a first email around a company priority relevant to a leader's role.
Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.
Frame business challenges in proposals with scope and milestones.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Answer business prospects and ask to discuss their goals.
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.
Send relevant follow-ups on stalled strategy engagements.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.