Track prospects, send personalized outreach with pre-built templates, and follow up until they convert. Everything you need to grow your agency.
23
New
41
Contacted
18
Hot
42
Converted
Ace Plumbing
Tom Wilson
2h ago
Elite HVAC
Maria Santos
1d ago
Peak Roofing
James Lee
Just now
Proven email and SMS templates ready to send. Just click and customize.
First contact with new leads
3 days after initial contact
7 days, more urgency
14 days, final attempt
Short text introduction
Follow up after call
+ 10 more templates included • Create unlimited custom templates
Variables auto-fill with lead and agency info. Send personalized messages to hundreds of prospects in minutes.
{lead_business_name}→ Smith Plumbing Co{lead_contact_first_name}→ John{lead_industry}→ Plumbing{agency_name}→ Your Agency{signup_link}→ youragency.com/signupSubject
Quick question about {lead_business_name}'s phone system
Body
Hi {lead_contact_first_name},
I came across {lead_business_name} while researching {lead_industry} businesses in the area.
I help companies like yours never miss a call with AI-powered receptionists...
Best,
{agency_owner_name}
{agency_name}
Email sent
"Quick question about your phone system"
Today, 2:34 PM
Note added
"Spoke briefly, interested but busy this week..."
Today, 10:15 AM
Status changed
New → Contacted
Yesterday, 4:22 PM
Lead created
Source: Cold Outreach
Jan 24, 9:00 AM
Every email, note, status change, and interaction is automatically logged. Pick up any conversation exactly where you left off.
Pre-built 4-step sequence turns cold leads into paying clients.
Introduce yourself and your AI receptionist service
Gentle reminder with a new angle or benefit
Add urgency, share a quick case study
Final attempt - creates urgency to respond