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Article Outreach
EBT
Follow Ups
Cover Notes
Custom
Summarize
Pipeline Log
📊 Analytics
👥 Users
Article
Industry
Pharma
Med Device
Health Delivery
Outreach Type
New
Reconnect
Recipient Name
Ops Member
Subject:
—
Copy
Client Name
Product Name
Ops Member
Contact Type
New
Reconnect
Subject:
—
Copy
Default
Loadouts
Template
A1
A2
A3
A3 CMS
A4
1st follow-up — check availability
Client Title
Mr.
Ms.
Mrs.
Dr.
Client Last Name
Consultant
Chris Peronto
Michael Kuchenreuther
Michael Abrams
Sri Krishnarathnam
A3 Topic (Carrot)
Saved Loadouts
Favorites come from starred messages in the Custom tab.
— Select a loadout —
Hot Swaps
A1 — 1st follow-up
Copy
Note Type
I — Simple
II — Simple + Book/Forbes
III — Background + Book/Forbes
IV — Deluxe (Analyst background)
Background + Book/Forbes links
Recipient Name
Opening Context
Custom Opening
Industry Background
Pharma / Med Device
Healthcare Delivery
Insurance
Add policy-focused sentence
Collaboration Mention
Include Book + Forbes links
Closing / Next Steps
Date
Assistant Name
Custom Closing
Ops Signature
Type III — With Cheese & Fries
Copy
Subject
Hot Swaps
Add Hot Swap
Highlight text in the editor, then name it and click Add.
+ Add
Optional dropdown presets:
+ Option
Allow custom entry
Saved Messages
Show favorites only
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☆
Delete
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Save Current Message As
Save
Subject:
—
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B
I
U
🔗 Link
⛓️💥 Unlink
• List
1. List
✕ Format
Source
URL
Article Text
Article URL
Paste Article Text
Article Date
Summary Style
Brief — 2-3 sentences
Key Points — bullet list
Executive Summary — 1 paragraph
Detailed — multi-section
Summarize
About
Paste a public article URL or the article text, then click Summarize.
Powered by Google Gemini. Verify accuracy before use.
Summary
Copy
Paste a URL on the left and click Summarize.
Week Of
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Day
Mon
Tue
Wed
Thu
Fri
Activity Type
Outreach Attempt
New Setup/Win — by phone
New Setup/Win — by email
Resched Setup/Win — by phone
Resched Setup/Win — by email
Call Setup For…
Consultant
RN — Rita Numerof
MA — Michael Abrams
CP — Chris Peronto
SK — Sri Krishnarathnam
MK — Michael Kuchenreuther
MT — Mark Twyman
Industry
Pharma
Healthcare
Other
Count
+ Add Entry
Export to Excel
Clear This Week
Pipeline — Week Of —
Date Range
This Week
This Month
User Filter
All Users
Refresh Data
Export to Excel
Click any row in the tables to drill down to underlying entries.
Analytics
Outreaches
0
Calls Scheduled
0
Reschedules
0
By User
By Consultant
By Industry (Calls Scheduled only)
Industry is captured only on Call Setup entries, so this slice shows scheduled calls.
User Management
Toggle admin status for team members. You can't demote your own account here (prevents lockout).
Refresh List
All Users
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