HelpersLeads helper
The leads helper
Builds lists of likely customers
- Scores how well each one fits the customers you want
- Keeps your deals on a simple board: moves each to its next stage, adds notes and follow-up tasks, and flags any with no next step
- Writes a tailored proposal and saves it as a PDF, Word or slide file
It finds businesses that fit the customers you want and checks their email addresses.
Then it drafts the first email and the follow-ups for you to approve.
Builds a list of likely customers and checks that each email address can receive mail
Scores how well each one fits the customers you want
Writes a first email and follow-ups, sent from your inbox once you approve them Tested with a practice mailbox. Your own mailbox connects at launch.
Keeps your deals on a simple board: moves each to its next stage, adds notes and follow-up tasks, and flags any with no next step
Writes a tailored proposal and saves it as a PDF, Word or slide file
Gives you talking points before a sales call
Before launch: in my tests every post, email and reply went to a test outbox that shows exactly what would go out, and outside accounts were practice ones. Your own accounts connect at launch.
From brief to approved
What it hands you
A short list of businesses that fit, each with a score and the reason.
A first email and two follow-ups for each, waiting for your approval.
A board showing every deal and what happens next.
Asked about the leads helper
Does anything go out without me?
No. Every draft waits in your review inbox until you approve it. A post or email you have not approved never goes.
Where do the facts in a draft come from?
Only from what you have told it about your business and the pages you have added. Each draft names where its facts came from, so you can check them.
Tell it who your best customers are.
From £3.20 a month plus VAT for 160 tasks on your own AI key, or £5.60 with Crierwick's AI. Not on sale yet.