03 of 07 · Launch and Launch Pro
Leads & CRM
A list of names is only useful if you know who to contact first and what to say. You get the leads, the messages and a simple CRM to track each conversation, all in one place.
From a sample
Prepared for Forge & Field, an operations consultant for commercial contractors in Colorado. We're showing 4 of its 10 pages. The leads themselves live in the CRM, so the playbook doesn't list them. Yours is written for your business.
Inside the CRM
From a demo account. Yours is loaded with your own leads before you see it.
What's in it
Your leads
People who match your ideal customer, loaded into your CRM before you see it.
Qualification checklist
A quick way to tell a good lead from a poor one, including when to walk away.
Outreach templates
One to three first messages, written for the people on your list.
Outreach sequence
What to send, on which channel, on which day.
Objections
The pushback you're likely to hear, and an honest answer to each.
Working the list
How many to contact each week, in what order, and what to record after each conversation.
The CRM
Built into your Mainsail dashboard. Every lead has a record and a history, and a board shows where each conversation stands.
How we make it
We build your ideal customer profile from your go-to-market plan, your industry and your location. One of us sources leads against it and loads them into your CRM. Software drafts the playbook, and a person reviews it before you see it.
What it doesn't include
We don't send messages or run campaigns for you. Every message goes out from you, which is why they're written to sound like you.
Once you have it
You work the list from your dashboard and log each conversation as you go.
Questions people ask
How many leads do I get?
50 on Launch, and 100 or more on Launch Pro. You can ask for 50 more at any time.
Where do the leads come from?
We build an ideal customer profile from your go-to-market plan, your industry and your location. One of us sources leads that match it and loads them into your CRM before you see them.
Who sends the messages?
You do. Every message goes out from you, which is why we write them to sound like you. We don't send anything on your behalf.
What is the CRM?
A simple tool built into your Mainsail dashboard. Each lead has a record and a history of your conversations, and a board shows where each one stands. You don't need a separate account or subscription.
Tell us what you do.
We'll recommend a plan that fits, even if it's the cheaper one.