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Sales and leads
Follow up with every lead, keep your customer relationship management (CRM) list clean, and draft proposals.
4 playbooks
Clean a CRM or contact spreadsheet export and keep every record
Find duplicate contacts, standardize names, phones and addresses, and flag missing fields in a CRM export, with every merge or delete reviewed first.
Draft a re-engagement email sequence for lapsed customers
Draft a short email sequence for past customers who have not bought in a set period. Built from an owner export, with consent and unsubscribe checks.
Draft a proposal or quote cover letter from discovery call notes
Draft a clear proposal or quote cover letter from discovery call notes and your price list. The owner sets every price and checks the scope.
Draft a fast, personal first reply to every new website inquiry
Draft a personal first reply to each new website inquiry within minutes, using the inquiry and your service list, ready for a person to send.