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Every lead gets a relevant reply within five minutes and a rep is notified for the ones worth calling, with company, role, intent signals and a suggested opener. Qualification is consistent, meeting rate per lead goes up, and the CRM finally has clean firmographic data on every contact.
What you do
What the subscription includes
Covers up to 1,000 leads a month, one CRM and one enrichment provider (provider credits billed separately). Conversational qualification over several turns, or lead routing across multiple territories and products, is a custom build. Subscription terms: billing, cancellation, fixes, your files.
Read-only where possible, scoped to what the workflow touches. The checklist with exact steps arrives by email right after payment.
| Tool | Why |
|---|---|
| Clay / Apollo / Clearbit | Enrichment |
| Claude | Message understanding and first-reply drafts |
| HubSpot / Salesforce | CRM of record |
| Slack + Calendly | Rep alerts and booking |
The first month
Before you pay
If one of these is you, the subscription would spend its first month logging exceptions. Run the free audit and the plan prices the custom version ($3,000–5,000 one-time) next to the standard one — by email, no call.
Free audit insteadConversational qualification over several turns — by email, SMS or chat — rather than one personalised reply.
Routing across several territories, products or teams with round-robin and capacity rules.
More than one CRM or enrichment provider, or above 1,000 leads a month.
Start
Card checkout on Stripe. The access checklist and the first-month plan land in your inbox within a minute; setup starts when you reply.