Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Scope assessment proposals against approved services and rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Add verified security buyers to outreach and flag uncertain matches.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
Check security buyer contacts before adding them to the outreach list.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.