From spreadsheets and inboxes to a connected outbound system
Requests arrived on forms that didn't feed the tracker, contact lists lived in duplicate copies, and a prospect's history was split across the inbox, LinkedIn and the phone. We built the intake and delivery layer and the workflow that connects the tools.
Results
- 5,000+ cold emails sent and 85 prospect replies across three live sponsorship campaigns
- A trade show and association outreach program: 810 emails, 12 replies, 3 sales opportunities
- Hired for list building, then asked to run project management across the agency's client campaigns
How the system runs
- Intake on structured request forms, logged automatically
- One source list per campaign, de-duplicated, with exclusions applied
- Split into a sending file and a CRM file from the same sheet
- Launch on warmed accounts with stop-on-reply and unsubscribe headers
- Convert engaged leads so email, LinkedIn and phone sit on one record
