Sitemap.xml / Client Action / List Approval
Total prospects
n
Approved
n
Message sent
n
Booked meeting
n

Sendout template

The approval request the client receives
Active
FromHoldSlot on behalf of Northwind
ToClient contact
SubjectNorthwind: your prospect list is ready to approve

Hi {{client_name}}, we've prepared a new batch of {{count}} prospects matched to your brief.

Nothing is contacted until you approve. Review the list, then approve it or flag anyone who isn't a fit.

Review the list
Secure link, expires after a set window
Preview live page

Status log

Every approval request and how the client responded
BatchSentProspectsRespondedStatus
Batch 3 sample2 days ago48Not yetPendingView batch
Batch 2 sampleplaceholder52placeholder dateApprovedView batch
Batch 1 sampleplaceholder40placeholder dateApprovedView batch
Invites sent
n
Meetings accepted
n
Expired unused
1

Status log

Each prospect's suggested meeting time, the status, and the invitation email under every row
P1
Prospect 1 sample
Sample Co 1 · invite sent Jun 2
Meeting dateTue, Jun 10 · 2:30 PM
Confirmed
Invitation email sent
SubjectProspect 1, your meeting time with Northwind

Hi Prospect 1, thanks for your interest. We've set aside a suggested time for your call with Northwind: Tue, Jun 10 · 2:30 PM. It lands on both calendars once you confirm. Calls may be recorded so we can share a short summary with the host.

Confirm this time
P2
Prospect 2 sample
Sample Co 2 · invite sent Jun 3
Meeting dateWed, Jun 11 · 10:00 AM
Awaiting confirm
Invitation email sent
SubjectProspect 2, your meeting time with Northwind

Hi Prospect 2, thanks for your interest. We've set aside a suggested time for your call with Northwind: Wed, Jun 11 · 10:00 AM. It lands on both calendars once you confirm. Calls may be recorded so we can share a short summary with the host.

Confirm this time
P3
Prospect 3 sample
Sample Co 3 · invite sent May 28
Meeting dateMon, Jun 9 · 3:00 PM
Expired
Invitation email sent
SubjectProspect 3, your meeting time with Northwind

Hi Prospect 3, thanks for your interest. We've set aside a suggested time for your call with Northwind: Mon, Jun 9 · 3:00 PM. It lands on both calendars once you confirm. Calls may be recorded so we can share a short summary with the host.

Confirm this time
P4
Prospect 4 sample
Sample Co 4 · invite sent Jun 1
Meeting dateThu, Jun 12 · 11:00 AM
Confirmed
Invitation email sent
SubjectProspect 4, your meeting time with Northwind

Hi Prospect 4, thanks for your interest. We've set aside a suggested time for your call with Northwind: Thu, Jun 12 · 11:00 AM. It lands on both calendars once you confirm. Calls may be recorded so we can share a short summary with the host.

Confirm this time
P5
Prospect 5 sample
Sample Co 5 · invite sent May 30
Meeting dateWed, Jun 4 · 1:00 PM
Confirmed
Invitation email sent
SubjectProspect 5, your meeting time with Northwind

Hi Prospect 5, thanks for your interest. We've set aside a suggested time for your call with Northwind: Wed, Jun 4 · 1:00 PM. It lands on both calendars once you confirm. Calls may be recorded so we can share a short summary with the host.

Confirm this time
Forms sent
n
Responses
n
Average rating
n

Feedback history

Ratings and comments returned by prospects
ProspectMeeting dateRatingCommentFeedback dateStatus
P1
Prospect 1 sample
Sample Co 1
Jun 4
Placeholder comment about a useful, relevant call.
Jun 5Received
P2
Prospect 2 sample
Sample Co 2
Jun 2
Placeholder comment, well prepared and on point.
Jun 3Received
P3
Prospect 4 sample
Sample Co 3
May 28
Placeholder comment, interested but early.
May 29Received
P4
Prospect 5 sample
Sample Co 4
May 30Pending
No response yet
Awaiting