A seven-step revenue workflow, with people in control

Step 1: Discover

Discover prospects that match your ideal customer profile

Describe who you sell to, then pull candidates from the sources you connect: CSV imports and Hunter.io domain search.

• Define industries, roles, company size and geography once per ICP.
• Every record keeps its source and the date it was added.
• Duplicate contacts are flagged during discovery so lists stay clean.

You choose the sources. Nothing is scraped behind your back.

Step 2: Verify

Verify before anything is sent

Email addresses carry a verification status, and suppressed or unsubscribed contacts are excluded automatically.

• Unverified and invalid addresses are flagged and held back by default.
• The suppression list is checked before every send.
• Catch-all and risky results stay visible for review rather than hidden.

You decide whether reviewed contacts move forward.

Step 3: Personalize

Draft personalized outreach with Super Intelligence assistance

Super Intelligence drafts messages from your campaign brief and each contact’s context. Drafts are editable suggestions.

• Campaign brief, tone and offer are set once per campaign.
• Each draft can be edited, regenerated or rejected.
• Drafts wait in an approval queue — they never send themselves.

Approval is required before a draft can be sent.

Step 4: Engage

Engage from your own mailboxes, on a schedule

Approved sequences send from the mailboxes you connect, within the daily limits and sending windows you set.

• Multi-step sequences stop automatically when a contact replies.
• Unsubscribe requests are honored across every campaign.
• Workers run in the cloud, so sending does not depend on an open laptop.

An emergency stop pauses all outbound activity in one click.

Step 5: Qualify

Qualify replies in one unified inbox

Replies from every connected mailbox land in one inbox, with a Super Intelligence-suggested intent such as interested, not now or unsubscribe.

• Suggested intent is a label you can correct, not a final decision.
• Suggested replies are drafts that you review before sending.
• Conversation history stays attached to the contact.

People decide who is qualified; Super Intelligence only sorts and suggests.

Step 6: Schedule

Move interested contacts to a meeting

Turn interest into a next step with tasks and follow-ups. Calendar integrations are planned; today you share your own booking link.

• Create follow-up tasks directly from a conversation.
• Share your existing booking link in a reply.
• Google and Microsoft Calendar sync is on the roadmap.

Nothing is booked on your behalf without your action.

Step 7: Close

Track deals through to close in the pipeline

Qualified conversations become deals in a visual pipeline with stages, owners and next steps.

• Drag deals between stages that match your sales process.
• See which campaign and source each deal came from.
• CRM sync with HubSpot, Salesforce and Pipedrive is planned.

Stage changes are made by your team, not automated behind the scenes.