Smart Marketing Module

The Smart Marketing module finds people who match your ideal customer profile and reaches out to them for you, so you spend your time talking to people likely to actually buy instead of searching for them yourself. It writes a personalized first email for each match, waits for your approval before anything is sent, and gives you their LinkedIn so you can follow up directly. Anyone who doesn't reply after a few days is handed to a teammate with a ready-to-send LinkedIn message, so no lead just goes cold.

Main sections

• Leads — Every potential customer found, with their current stage and quick actions to review, approve, or reject them.
• Campaigns — Define who you are looking for (job titles, industries, company size) and the pitch you want to send them.
• Settings — Your outgoing email setup, sender details, and the teammate who follows up on unanswered leads.

How a lead moves through the pipeline

1. Click Get More Leads on a campaign to search for new potential contacts.
2. Each lead is automatically checked for relevance to your campaign, and a personalized email is drafted for the ones that fit.
3. Review each draft — approve it as-is, edit it first, or reject the lead.
4. Approved emails are sent automatically.
5. If a lead does not reply after a few days, it is automatically handed to your chosen teammate with a suggested message, so they can follow up personally on LinkedIn.