Find new customers

What it does

Find the people most worth selling to, from who already pays: a short, sourced list each week, first messages and follow-ups in the owner's voice, replies handled, and an honest read on what's working.

Works with your apps

• HubSpotWon deals show who to look for; open deals and customers are never prospects.Optional
• SalesforceWon opportunities and accounts, for the same profile.Optional
• PipedriveWon deals and organizations.Optional
• AttioCompanies and deals.Optional
• QuickBooksCustomers ranked by revenue and how they pay.Optional
• XeroCustomers ranked by revenue and how they pay.Optional
• StripeCustomers by spend.Optional
• ApolloCompany and contact search with verified email status.Optional
• LinkedInWarm paths through the owner's own connections.Optional
• GmailThe owner's voice, who was already contacted, and replies to outreach.Optional
• OutlookThe owner's voice, who was already contacted, and replies to outreach.Optional
• Google SheetsThe prospect sheet, when the owner keeps one.Optional

Routines it runs for you

Set up with you in a quick chat, so each one fits you. Switch on the ones you want.

• Monday list top-upEvery Monday at 8 AM
• Weekday draftsEvery weekday at 9 AM
• Friday prospecting recapEvery Friday at 3 PM

Skills it brings

• Handle replies
• Prospecting recap
• Build a list of prospects
• Write outreach that sounds like me
• Brief me before a sales call
• Make it sound human

More for sales

• 🎯Coach my sales callsScores each sales call with real quotes, hands you one habit to work on and drills your toughest objections. Private to you.
• 📈Follow up on every dealTells you who to call, recaps every call, keeps your CRM current and your forecast honest, with follow-ups drafted and waiting.
• 👥Sales DepartmentProspecting, deals and call coaching run as one team under a sales lead, with a Monday pipeline brief and outreach for you to send.
• ✨Brief me before a sales callWalk into every call ready: a one-page brief on who's in the room, what was promised and what to ask, from just a company name.
• ✨Who should I call today?Ranks the five people most worth calling today, with talking points from your emails and the deal. A spreadsheet works too.
• ✨Build my client review deckBuilds a quarterly review deck for each client from your CRM, calls and results, every figure sourced and ready to present.