Business Research
🎯
Close Client Roadmap
Your step-by-step plan to close this deal
0%
Done
Building your roadmap...
Analyzing this lead and creating a custom closing plan
Status
Contact Details
Next Action
Notes
Actions
AI Research
Click Research to analyze this business with AI.
📊 Score Breakdown
🌐 AI Website Analyzer
Analyze their website for weaknesses — gives you the perfect pitch angle.
🎯 AI Deal Coach
Get AI coaching on how to close or move this specific lead forward.
Competitor Gap Finder
AI finds what competitors in their niche are doing better — your pitch weapon.
Subject Line Optimizer
Get 5 subject lines ranked by predicted open rate for this lead.
Meeting Prep
Full briefing before your sales call — questions to ask, objections to expect, exact package to pitch.
Pricing Advisor
AI suggests the optimal price to quote based on their niche, city, and business profile.
Objection Handler
Type their objection above and get the perfect response script.
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Business Name
Lead History
--
Lead Score
Score Breakdown
Business Details
Actions
AI Research
Click Research to analyze this business with AI.
AI Website Analyzer
Analyze their website for weaknesses — gives you the perfect pitch angle.
AI Deal Coach
Get AI coaching on how to close or move this specific lead forward.
Competitor Gap Finder
AI finds what competitors in their niche are doing better — your pitch weapon.
AI Subject Line Optimizer
Generate an email first, then click below to get 5 better subject lines ranked by predicted open rate.
AI Meeting Prep
Get a full briefing before your sales call — business analysis, questions to ask, objections to expect, and the exact package to pitch.
Pricing Advisor
AI suggests the optimal price to quote based on their niche, city, and business profile.
Objection Handler
Type their objection above and get the perfect response script.
Email
Mail Suite
Generating email sequence
0/6
Emails
Avg Score
Company & Client
Sender
Extra Context
Template Style
Professional
Structured
Warm & human
Personal
Ultra concise
No fluff
Bold
High energy
Luxury
White-glove
Startup
Casual
Tone
Friendly Formal Enthusiastic Empathetic Confident Urgent
Emails to generate
Welcome Onboarding Team intro Resources Kickoff Check-in
1
Welcome
2
Onboard
3
Team
4
Resources
5
Kickoff
6
Check-in
Variables
{{company}}
{{client}}
{{first_name}}
{{sender}}
Checklist
Client info filled
Template style selected
All emails generated
Subject lines reviewed
Bodies personalized
Exported & ready
Best Practices
Subject line
Keep under 50 chars. Client name = +26% open rate.
Timing
Send welcome within 5 min. Tue–Thu 9–11am best.
One CTA only
Multiple CTAs reduce clicks by 42%.
Smart Suggestions
P.S. quick win in welcome
Add social proof
Loom video in resources
30-day outcome expectations
📨
Cold Outreach Sequence
5-step drip — Day 1, 3, 7, 14, 30
0/5
Emails
Lead Details
Sequence Settings
📨
5-Step Drip Awaits
Fill in the lead details on the left and hit Build. AI writes Day 1, 3, 7, 14 & 30 emails.
📄
AI Proposal Generator
Custom proposal — ready to send
Client Details
Your Offer
📄
Proposal Ready in Seconds
Fill in client and offer details on the left, then hit Generate.
$
Invoice Generator
Professional invoice — ready to send
Total
Your Details
Client Details
Invoice Details
Line Items
Notes
$
Invoice Preview
Fill in the details on the left and click Generate Invoice.
Automation Builder
Fill in client details to generate automation
Website Form
Zillow
Facebook Ads
Instagram
Direct Enquiry
Referral
Buyers
Sellers
Renters
Investors
Email
SMS
Email
SMS
Waiting for client info
Fill the form and click Generate
BUILDING AUTOMATION...
AI SYSTEM PROMPT — PASTE INTO AI NODE
N8N WORKFLOW JSON
Import: n8n → + New Workflow → ⋯ → Import from clipboard → Paste → Save. Then connect Email / Twilio / Anthropic credentials.
MAKE.COM BLUEPRINT
Import: Make.com → Create scenario → ⋯ (More) → Import Blueprint → Paste → Save. Connect Gmail, Twilio, OpenAI modules.