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Andy R.Let’s talk
FREN
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LITA

A CRM that finds companies, writes to them and follows up, from first email to quote.

Client
My own prospecting tool
Status
In progress
The dashboard: new prospects, emails, replies, meetings, and the prospects to call first.
The need

Prospecting by hand eats whole days: finding companies, looking for the right contact, writing, following up, noting who answered. I wanted a tool that does this work and tells me each morning who to call.

What I built
  • Collection: I paste a page or a list, LITA extracts the companies and their managers, with no duplicates.
  • One record per company, with a score showing who is most ready to buy.
  • A pipeline where each prospect moves forward on its own, based on their replies.
  • Email campaigns with follow-ups, three writing styles compared, and gradual sending to stay out of spam.
  • Reply reading: LITA sorts replies, stops follow-ups when someone answers, and spots dead addresses.
  • A four-question qualification form, sent to the prospect as a link.
  • Booking by link, with a calendar invitation on both sides.
  • PDF quotes sent automatically, per offer and per region.
  • A dashboard, goals, reminders, reports and data export.

Screenshots

Overall progress: from first email to accepted quote, style by style and offer by offer.

The names of prospected companies are blurred.

Last step

Let’s talk?

A 50-page specification or an idea on a napkin: the first conversation is free.

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