From spreadsheets and inboxes to a connected outbound system
Requests arrived on forms that didn't feed the tracker, contact lists lived in duplicate copies, and a prospect's history was split across the inbox, LinkedIn and the phone. We built the intake and delivery layer and the workflow that connects the tools. The CRM structure itself was the client's own design.
Results
- 5,000+ cold emails sent and 85 prospect replies across three live sponsorship campaigns
- A trade show and association outreach program: 810 emails, 12 replies, 3 sales opportunities
- Hired for list building, then asked to run project management across the agency's client campaigns
How the system runs
- Intake on structured request forms, logged automatically
- One source list per campaign, de-duplicated, with exclusions applied
- Split into a sending file and a CRM file from the same sheet
- Launch on warmed accounts with stop-on-reply and unsubscribe headers
- Convert engaged leads so email, LinkedIn and phone sit on one record