Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Gather campaign data into a review sheet and flag gaps.
Your morning extract arrives in a shared table, with missing values marked and a chat message pointing to records that need review.
Shape campaign requests into proposals with approved services and fees.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
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 prepared agency prospect emails and record who responds.
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.
Turn client interviews into captioned clips for campaign review.
Get captioned interview clips ready for review from the timecodes your editor marks in the project sheet.
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.
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.
Build tagged links for every client campaign placement.
Your launch links land in a shared sheet, ready for each placement, with clear notes on URLs or tags that need fixing.
Screen campaign contacts before adding them to an agency's prospect list.
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.
Add verified company profiles to agency prospect lists.
Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.
Build tracked landing page links for client campaigns.
Get campaign tracking links ready to copy from your spreadsheet, with your chosen tags added and the landing pages' other URL details preserved.
Put client PDF markups and fixes on the right campaign task.
Your maker gets the marked PDF and a clear fix list on the right task, with the reviewed version named.