Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
Scope client communications proposals against approved services and fees.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Prompt owners of client work before deadlines and list unanswered tasks.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
Send approved pitches to checked media contacts and log each send.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send approved media outreach and avoid contacting the same address twice.
Your mail merge keeps up with new recipients in your spreadsheet, with sends recorded and problem rows flagged for your outreach coordinator.
Send approved media outreach to eligible contacts without repeats.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send approved media pitches to current contacts and log failures.
Your mail merge goes out when due using current recipient rows and the suppression list, with a clear account of sends and skips.
Surface timely client replies and unfinished campaign follow-ups.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
Turn industry conversations into company posts with a clear point of view.
Get a fresh company post and branded image from standout LinkedIn posts. See its published link and source notes.