Have your old quotes or customer list ready as a CSV — that's all you need. In 10 minutes your system is live, and your first outreach goes out tomorrow morning.
Fill in this form once and your system runs automatically from there. Here's what it does on your behalf.
The basics that identify your system and appear in every message — your name, your business, how to reach you.
Appears in the intro line of every message — e.g. "Hi Sarah, it's James from Apex Accountants."
Used as the sender name in every email and message — keep it the name your contacts would recognise.
Where we send you warm lead alerts and system updates — not the address messages go out from (you set that on the next step).
Helps the AI use the right language and context for your sector — an accountant's message should read differently to a plumber's.
Choose how you want to reach your contacts. You can select more than one — the system uses whichever channel each contact has available.
Messages go out from your real inbox — not a generic address — and warm leads get booked straight into your calendar. We request permission to send email and manage calendar events only; we can't read your existing emails.
The AI writes every outreach message, follow-up, and reply using what you give it here. The tone shapes how it sounds; the offers tell it what to promote. The preview on the right updates live so you can see what your contacts will actually receive.
Bookable Mon–Fri, 9am–5pm in your timezone by default — we'll fine-tune your hours with you on your call.
This is the AI's briefing document. When a contact asks a question or needs a tailored reply, it draws on everything you write here. A bit of effort on this page is the difference between replies that feel personal and replies that feel generic.
Without this, the AI will give vague answers to common questions. With it, replies will be specific and reassuring.
The AI learns your writing style from these examples. If you skip it, it'll still work — but your examples make it sound more like you, less like AI.
This controls when the AI offers a call — getting it right means you only hear from leads who are genuinely warm.
We'll email you the moment someone qualifies or books a call.
This is who we'll be reaching out to on your behalf — old enquiries, past customers, quotes that didn't convert, anyone you've lost touch with. We need at least a name and email address for each person. The more contacts you include, the more opportunities the campaign can recover.
These are the exact messages your contacts will receive. Review them — if anything doesn't look right, go back and adjust your tone or offers.
Your system is being set up. First messages go out tomorrow morning. Here's what to expect over the first week.
We'll send an alert to the moment someone replies or books. You don't need to check anything — just wait for hot leads to arrive.