lead-agent

Sign in to review leads. Accounts are created by the administrator.

Nothing to review.

Import a CSV to fill the queue, or check back after the next sourcing run.

    Draft message

    Edits are saved with whatever decision you make next, including a rejection — a corrected draft is the most useful thing about a “good lead, bad draft” reject.

    Why not?

    Come back in

    Approved — ready to send

    This app does not send mail. Copy a message, or export the batch, and send it from a tool that can identify you as the sender and honour an unsubscribe.

    Export CSV

    Import leads from CSV

    A header row plus at least a company column. Also read: domain, name, title, email, country, headcount, sector, notes — and common aliases of each.

    Three filters run before anything is stored.
    • Rows outside your profile's regions are dropped, including rows with no country at all.
    • Rows on the do-not-contact list are dropped.
    • Rows already in the database are skipped, so re-importing the same file is safe.

    Recorded verbatim on every row in this file. Write what was actually true when you collected them — this is the record you would rely on if anyone asks why they were contacted.

    Ideal-customer profile

    Who to look for, and what makes a match good. Saving writes a new version rather than overwriting — every lead records the version it was judged under.

    A hard filter at import, not a scoring penalty. Adding an EU country puts this database under GDPR, which is a different regime with its own lawful-basis assessment — so widening this should be a deliberate decision.

    Scoring rubric

    Weights are relative, not percentages. Used by the Phase 1 scorer; harmless until then.

    Version history
    Do-not-contact list

    Permanent and unconditional. There is no remove button on purpose — an accidental un-suppression is how a client gets cold-pitched. Removing an entry is a deliberate database operation.

    Account & password

    Changing your password signs you out on every other device.

    Admin — user accounts

    A strong password is generated and shown once. They can change it themselves from Account & password.

    Activity log