HoldSlot · Qualified meetings, booked for you

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Prospect list review

Research from an ICP, review the results, then batch the ones worth sending · all rows sample

＋Create sendout batch from selection0 selected

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10 shown · 0 selected

Prospect	Title	Company	Source ICP	Fit	Batch	Status
P1 Prospect 1 sample placeholder@company.example	Placeholder title	Sample Co 1	ICP A	Strong	Batch 3	Ready
P2 Prospect 2 sample placeholder@company.example	Placeholder title	Sample Co 2	ICP A	Strong	Batch 3	Ready
P3 Prospect 3 sample placeholder@company.example	Placeholder title	Sample Co 3	ICP B	Good	Batch 3	New
P4 Prospect 4 sample placeholder@company.example	Placeholder title	Sample Co 4	ICP A	Strong	Unassigned	New
P5 Prospect 5 sample placeholder@company.example	Placeholder title	Sample Co 5	ICP B	Good	Unassigned	Needs review
P6 Prospect 6 sample placeholder@company.example	Placeholder title	Sample Co 6	ICP A	Good	Batch 3	Ready
P7 Prospect 7 sample placeholder@company.example	Placeholder title	Sample Co 7	ICP B	Strong	Unassigned	Ready
P8 Prospect 8 sample placeholder@company.example	Placeholder title	Sample Co 8	ICP A	Good	Unassigned	New
P9 Prospect 9 sample placeholder@company.example	Placeholder title	Sample Co 9	ICP B	Strong	Batch 3	Ready
P10 Prospect 10 sample placeholder@company.example	Placeholder title	Sample Co 10	ICP A	Good	Unassigned	Needs review

Batches sent for client approval · status updates as the client responds

Edit approval email1 pending approval

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Do-not-contact list

8suppressed contacts · never contacted · excluded from every batch & campaign

Excluded

B1

Batch 1

40 approved · 40 total prospects · sourced from ICP A

Created May 20 · 14 days agoApproved May 23 · 11 days agoSent May 21 · 13 days ago

Approved

B2

Batch 2

52 approved · 52 total prospects · sourced from ICP A

Created May 26 · 8 days agoApproved May 29 · 5 days agoSent May 27 · 7 days ago

Approved

B3

Batch 3

0 approved · 48 total prospects · sourced from ICP B

Created Jun 1 · 2 days agoSent Jun 1 · 2 days agoNot yet approved

Pending

Campaign

Prospects

40

Replies

5

Meetings

3

Billable

1

Sendout batchBatch 1

A/B variant testing3 variants · 40 sent

A

Variant ALeading

Hi {{first_name}}, quick note on {{company}}'s {{pain}} · one-line value prop, soft ask for a short call.

48%

Open

15%

Reply

B

Variant B

Hi {{first_name}}, pattern-interrupt opener + proof point with a concrete number. Direct ask for {{time_window}}.

41%

Open

10%

Reply

C

Variant C

Hi {{first_name}}, question-led opener about {{industry}}. Mutual-connection line + low-friction ask.

39%

Open

9%

Reply

Prospects in this stage 4 companies

NL

Northwind Logistics

Freight · 220 ppl

2 contacts

DR

Dana R.

VP Ops

Opened

EmailOutreach · Variant AJun 9, 9:02 AM

Hi Dana, quick note on Northwind's carrier-onboarding lag · we cut it ~40% for similar 3PLs. Worth a short call?

Opened 2×

LinkedInConnection requestJun 9, 9:05 AM

Sent connection request with a one-line intro.

Accepted

EmailReply from DanaJun 11, 1:24 PM

Interesting timing · we're scoping this for Q3. Can you send a one-pager?

Positive

Stage

MT

Marcus T.

Logistics Lead

Not sent

Stage

AR

Atlas Robotics

Hardware · 80 ppl

1 contact

SK

Sam K.

COO

Sent · unopened

EmailOutreach · Variant BJun 8, 9:30 AM

Initial outreach sent to Sam.

Unopened

LinkedInConnection requestJun 8, 9:33 AM

Sent alongside the email.

Pending

Stage

CC

Cedar & Co.

Retail · 1.2k ppl

3 contacts

PM

Priya M.

Head of CX

Opened

EmailOutreach · Variant AJun 8, 9:30 AM

Initial outreach sent to Priya.

Opened

LinkedInConnection requestJun 8, 9:33 AM

Sent alongside the email.

Accepted

Stage

DR

Devin R.

Ops Manager

Not sent

Stage

TV

Tara V.

CX Analyst

Not sent

Stage

LH

Lumen Health

Healthtech · 140

1 contact

ET

Eli T.

CTO

Sent · unopened

EmailOutreach · Variant CJun 8, 9:30 AM

Initial outreach sent to Eli.

Unopened

LinkedInConnection requestJun 8, 9:33 AM

Sent alongside the email.

Pending

Stage

5 awaiting review

R1

Reply 5

Placeholder title · Sample Co

Campaign 1Batch 3Follow-up nudge

Follow-up nudge

No reply yetlast outreach May 24 · 10 days ago

Prospect hasn't responded yet — a follow-up nudge is drafted and ready to send.

Suggested follow-up auto-draft

Hi {{first_name}}, last note from me on this — happy to share a short summary of how we have helped similar {{industry}} teams. Want me to send it over?

✓

R2

Reply 4

Placeholder title · Sample Co

Campaign 1Batch 3Follow-up nudge

Follow-up nudge

No reply yetlast outreach May 26 · 8 days ago

Prospect hasn't responded yet — a follow-up nudge is drafted and ready to send.

Suggested follow-up auto-draft

Hi {{first_name}}, floating this back to the top of your inbox. {{value_prop_one_liner}} — worth a quick 15 minutes next week? Here is a link if it is easier: {{booking_link}}.

✓

R3

Reply 3

Placeholder title · Sample Co

Campaign 1Batch 3

Referral: wrong person

Prospect repliedMay 28 · 6 days ago

Placeholder referral reply. The prospect says they are not the right contact and names a colleague.

Suggested reply auto-draft

Hi {{first_name}}, thanks for pointing me in the right direction. I will reach out to {{referred_name}} and keep it brief.

✓

R4

Reply 2

Placeholder title · Sample Co

Campaign 1Batch 3

Objection: timing

Prospect repliedMay 30 · 4 days ago

Placeholder objection reply. The prospect is interested but says the timing is wrong this quarter.

Suggested reply auto-draft

Hi {{first_name}}, completely understand that timing matters. Would it help if I followed up at the start of next quarter? In the meantime here is a one-pager to keep us on your radar.

✓

R5

Reply 1

Placeholder title · Sample Co

Campaign 1Batch 3

Positive, wants a call

Prospect repliedJun 2 · 1 day ago

Placeholder positive reply. The prospect expresses interest and asks about availability next week.

Suggested reply auto-draft

Hi {{first_name}}, great to hear from you. I have a couple of windows next week. Here is a link to grab whichever suits: {{booking_link}}. Looking forward to it.

✓

Queue clear

Every classified reply has been handled. New replies will appear here as they're sorted.

Meetings billed

n

Current cycle due

$amt

Per qualified meeting

$rate

Billing Ledger

Only completed, qualified meetings are billable

Date	Meeting with	Campaign / Batch	Outcome	Feedback	Status	Amount
Placeholder date	Prospect 1 Sample Co 1	Campaign 1Batch 3	Qualified	Received	Billed	$amt
Placeholder date	Prospect 2 Sample Co 2	Campaign 1Batch 3	Qualified	Received	Billed	$amt
Placeholder date	Prospect 3 Sample Co 3	Campaign 1Batch 3	No-show	None	Not billable	·
Placeholder date	Prospect 4 Sample Co 4	Campaign 1Batch 3	Qualified	Pending	Held	·
Placeholder date	Prospect 5 Sample Co 5	Campaign 1Batch 3	Short call	Received	Not billable	·

Meeting summaries, newest first

Campaign 1Batch 3

Meeting 1 · Prospect 1

Placeholder date · Sample Co 1 · recording on file

Qualified

Recordinghttps://meet.google.com/rec/kfx-9d2a-bv1

AttendeesPlaceholder names and titles

DiscussedPlaceholder summary of the conversation, pain points, and current stack.

Next stepPlaceholder: follow-up action and owner.

SentimentPlaceholder: qualified, warm, evaluating.

Final conversionDeal won

Campaign 1Batch 3

Meeting 2 · Prospect 2

Placeholder date · Sample Co 2 · recording on file

Qualified

Recordinghttps://meet.google.com/rec/qmt-7r4c-zp8

AttendeesPlaceholder names and titles

DiscussedPlaceholder summary of the conversation, pain points, and current stack.

Next stepPlaceholder: follow-up action and owner.

SentimentPlaceholder: qualified, warm, evaluating.

Final conversionNo deal

Campaign 1Batch 3

Meeting 3 · Prospect 3

Placeholder date · Sample Co 3 · recording on file

Qualified

Recordinghttps://meet.google.com/rec/hla-2w6e-nk3

AttendeesPlaceholder names and titles

DiscussedPlaceholder summary of the conversation, pain points, and current stack.

Next stepPlaceholder: follow-up action and owner.

SentimentPlaceholder: qualified, warm, evaluating.

Final conversionDeal won