Fill the floor before you open the doors.
Sponsors, exhibitors, speakers, creators, media and partners on one board. Every touch sets the next step, and approved emails go out on their own.
One board for everyone you need to sell to.
Prospects sit by audience, with the numbers across the top, so you see what is moving and what is overdue.
- Six audiences: sponsors, exhibitors, speakers, creators, media and partners
- Import a list, or find contacts from the board
- Filter by audience and status, and open any prospect to see every touch
- Book a meeting from the board without leaving it
Sponsors
partnerships, events, brand
Exhibitors
trade shows, field marketing
Speakers
email, then Instagram
Creators
email, then Instagram
Media
editors and producers
Partners
full cadence
After every touch, the next step is already set.
Sponsors, exhibitors and partners follow the full run below, counted from the first email. Media, creators and speakers get a shorter one. Due dates that fall on a weekend move to Monday, at 9am Melbourne time.
- Day 01
Email 1
Sends from an approved template
- Day 12
Connect on LinkedIn
Lands on your Today page
- Day 23
Instagram: follow and engage
Lands on your Today page
- Day 44
Phone call
Lands on your Today page
- Day 75
Email 2 follow-up
Sends from an approved template
- Day 146
Email 3, the last note
Sends from an approved template
Email steps send from your approved templates. Social and phone steps land on your Today page, grouped by channel, so you know who to call first.
Send on autopilot, with guardrails.
Approved templates go out on their own, paced per mailbox. Nothing sends that should not.
- Warm-up and a daily cap per mailbox, so a new mailbox builds up rather than blasting
- Sequences only use templates you have approved
- Replies are detected and stop the sequence for that prospect
- Sending depends on your mailbox provider and the caps you set. There is no unlimited sending.
- A greeting that does not belong to the address does not send.
- An unverified address does not send.
- An unfilled merge tag does not send.
- A reply from the prospect stops the sequence.
The right person, at an address that works.
Contacts are found by role and checked before anything is sent to them.
- Apollo contact finding works down a ladder of roles for each audience, such as partnerships, then events, then marketing
- Emails are verified before they can be used in a sequence
- Unverified addresses are held back by the send guard
LinkedIn steps, if you want them.
LinkedIn steps: an optional add-on that works from your own LinkedIn account. You switch it on when you are ready.
- Look up a profile, like a recent post, and send a connection request
- Up to three approved messages, spaced out after a connection is accepted
- Daily and weekly caps, and it pauses if LinkedIn raises any warning
- Existing connections sync, so you do not message people you already know
A booking link in every email, meetings logged for you.
Connect Google Calendar once. Your booking link becomes a merge tag, and meetings are picked up from the calendar.
- Booking link merge tag for your templates
- Meetings detected from your calendar and shown against the prospect
- Gmail connects the same way, so replies come back against the right prospect
Gmail
Send and read replies from your own mailbox
Google Calendar
Booking link and meetings
Know where the week stands before you open your laptop.
KPIs sit on top of the board, and a digest email lands each morning.
- Top prospects contacted, replies, meetings, converted and overdue
- A morning digest email of what is due
- A Today page that lists every step due, grouped by channel
Top prospects contacted
Replies
Meetings
Converted
Overdue
Morning digest by email
Set up with our team.
Integrated into your business, end to end, in 6 weeks.
We connect your mailbox and calendar, load your templates, set the sending caps and agree the cadence with you. The outreach engine is included in the Organiser plan.
See the outreach engine on your own show.
Book a demo and we will walk through the board with your audiences.