Build prospect lists, track prices, collect job posts. Every one is ready to run, and you can adjust it in plain language.
Keep the outreach sheet free of duplicate company prospects.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Reconcile saved lead lists and flag stale or repeat rows.
Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.
Add checked prospects to the team sheet with sources and review flags.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Standardize prospect rows and flag incomplete LinkedIn profiles.
Get a prospect list in your spreadsheet, with profile details in consistent columns and clear flags for profiles that need review.
Prepare clean weekly prospect lists and flag lead shortfalls.
Get a weekly prospect list in your shared sheet, with duplicate listings removed and any shortfall against your requested count clearly shown.
Flag missing contact details and possible duplicate leads.
Get a territory prospect list with public contact details and review flags, ready for your sales rep to check before outreach.
Deduplicate CRM leads and deliver a traceable CSV export.
Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.
Organize saved leads into a deduplicated team list.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Keep the advisor's lead list clear of duplicate requests.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.
Check new territory prospects against existing accounts before outreach.
Your next market gets a sourced sales prospect list, with public contact details and possible account matches ready for review.
Keep the prospect table free of repeats and tied to source links.
Get a B2B prospect list that fits your target market, with business websites, public contact details, and source links ready to review.
Keep employer job rows current and free of duplicate postings.
Keep your outreach table current when your target employer list changes, with new openings and repeat or older postings flagged for review.