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A check before outreach: is a prospect or partner connected to an employer, client or competitor, and who approved contact.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
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What it does
A check before outreach: is a prospect or partner connected to an employer, client or competitor, and who approved contact.
- Tracks
- Check, Company, Relationship to check, Connected, Checked by, Checked on, Decision, Approved by, Notes
- Flags automatically
- Do not contact when Decision is Do not contact
- Needs approval when Decision is Needs approval
- Clear when Decision is Clear to contact
- Actions and automations
- Create a one-page summary: A short Word summary of this check for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every check for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Related apps and templates
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.