Find customers and sell

Open Sales → Prospects and press Research a batch, or ask the Prospect Researcher in chat. Give it a location and who you are looking for.

Find 25 heads of growth at fintechs in Lagos and Nairobi with 50–500 staff.

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1. 1Research a batch
2. 2Import a CSV instead — Bring a list you already have.
3. 3Filters — By location, status and fit (Tier A, B, C).
4. 4Research more

Every prospect arrives with where it was found, whether the email is verified, and why it matched your ideal customer. Nothing is shown as verified unless it was. Correct, flag or delete anything that is wrong.

1. Ask the Outbound Specialist to write outreach for your prospects.

   “Write a 3-step sequence for the Tier A fintech prospects, leading with the fraud-loss angle.”

2. Review it under Sales → Sequences, where it waits as Needs approval.

   Open it to read and edit every email.

3. Press Approve & start.

   Nothing sends before this.

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1. 1Status — Needs approval, Active, Paused, Replied, Done.
2. 2The rule — Nothing sends without your approval; replies and meetings stop a sequence.
3. 3Start an outreach task

A reply or a booked meeting stops that prospect's sequence automatically. You can pause or resume a sequence at any time.

Sequences send from your own mailboxes, so replies come back to you. Until one is connected, sequences cannot send.

1. Open Tools and scroll to Email sending.

2. Connect Google Workspace or Microsoft 365, or add an SMTP mailbox or Instantly.

3. Press Send test email, then Edit sender & limit to set your name, signature and daily limit.

• Keep new mailboxes to around 50 emails a day while they warm up.
• With several mailboxes, sending is shared across them.

Open Sales → Decks and tell Sales Enablement who the deck is for and what it has to land. You can also ask in any chat or Slack thread.

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1. 1Who it is for, and what it must land
2. 2Starting points
3. 3Attach — Notes, a previous deck, a brief — anything it should work from.

It comes back as a PDF and an editable PowerPoint in your brand. Every version stays on the deck, with both files.

Ask Sales Enablement for a proposal for a named prospect or deal. It appears under Sales → Proposals as a document with its PDF. Ask for changes in the same conversation and it updates that proposal rather than starting a new one.

Connect a Google Workspace or Microsoft 365 mailbox and its calendar comes with it. Meetings with people in your pipeline get a pre-call brief the day before.