HoldSlot · Qualified meetings, booked for you

Required Needed before we startOptional Helpful, not essential

83% complete

Company & Product Basics

Who you are and what you sell

Complete

Company nameRequired

The brand name as it should appear in email signatures.

WebsiteRequired

Used for enrichment context and to verify what you sell.

What do you sell, in one sentence?Required

If you can't say it cleanly in one line, the campaign suffers. Keep it simple.

What problem do you solve for your customers?Required

Not the features, the underlying problem. This becomes the spine of every message.

Average deal size (annual)Required

Annual contract value. Determines whether the unit economics work.

Typical sales cycle lengthRequired

Shapes follow-up cadence and time-to-revenue.

Ideal Customer Profiles

The companies and people to reach · one block per profile

Complete

Message Inputs

The raw material for your email copy

Complete

Exclusions & Guardrails

Who we must never contact

Pending

Logistics & Handoff

How meetings and updates flow to you

Complete

Targets & Definitions

What success looks like, and how we measure it

Complete

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

⌕

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

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

Excluded

Batch 1 sample

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

Batch 2 sample

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

Batch 3 sample

0 approved · 48 total prospects · sourced from ICP B

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

Pending

Campaigns · variants and send status per sendout batch

1Campaign 1 sample

Sendout batch3 variants

Deploy status

Live

Total batch size

Sending count

Open count

Reply count

Booked meeting

2Campaign 2 sample

Sendout batch3 variants

Deploy status

Pending launch

Total batch size

Sending count

Open count

Reply count

Booked meeting

5 awaiting review

Reply 5 sample

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?

✓

Reply 4 sample

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}}.

✓

Reply 3 sample

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.

✓

Reply 2 sample

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.

✓

Reply 1 sample

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

Current cycle due

$amt

Per qualified meeting

$rate

Billing Ledger

Only completed, qualified meetings are billable · all rows sample

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

Meeting summaries, newest first

Campaign 1Batch 3

Meeting 1 · Prospect 1 sample

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 sample

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 sample

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