01 / Discover
Find a prospect and check the evidence.
The discovery workflow collects business and contact information. Operators can review the source and decide which prospects to shortlist.
An internal web application for finding businesses, preparing outreach and handling conversations in one place. The workflow keeps draft approval with the operator.
Operator dashboard
Review queueWalkthrough
One workspace from prospect discovery to follow-up.
01 / Discover
The discovery workflow collects business and contact information. Operators can review the source and decide which prospects to shortlist.
02 / Draft
The workflow uses prospect details to prepare a draft. Operators can check the facts, edit the copy and decide whether to send it.
03 / Review
The workspace brings review and sending into the same interface. The operator chooses when an approved message goes out.
04 / Follow up
A shared timeline brings replies, follow-up and sales stages together so operators can pick up where they left off.