Select a tab, fill in the fields, then copy your email.
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Outreach▾
Article Outreach
EBT
Follow Ups
Cover Notes
PerMyOwn
AI Tools▾
Summarize
LinkedIn Profile
Pipeline Log
Time Zones
🔒 Admin▾
📊 Analytics
👥 Users
Article
Industry
Outreach Type
Recipient Name
Ops Member
Subject:—
Client Name
Product Name
Ops Member
Contact Type
Subject:—
Template
1st follow-up — check availability
Client Title
Client Last Name
Consultant
A3 Topic (Carrot)
A4 Closing
Saved LoadoutsFavorites come from starred messages in the Custom tab.
Hot Swaps
A1 — 1st follow-up
Note TypeBackground + Book/Forbes links
Recipient Name
Opening Context
Custom Opening
Industry Background
Collaboration Mention
Closing / Next Steps
Date
Assistant Name
Custom Closing
Ops Signature
Type III — With Cheese & Fries
Subject
Hot Swaps
Add Hot SwapHighlight text in the editor, then name it and click Add.
Optional dropdown presets:
Saved Messages
Edit Selected Message
Save Current Message As
Subject:—
Source
Article URL
Paste Article Text
Article Date
Summary Style
AboutPaste a public article URL or the article text, then click Summarize.Powered by Google Gemini. Verify accuracy before use.
Summary
Paste a URL on the left and click Summarize.
Paste LinkedIn Content
AboutSelect the Experience and Education sections on a LinkedIn profile, copy, and paste above. Duplicated lines, logos, dates, and other clutter are cleaned automatically.Powered by Google Gemini. Verify accuracy before use.
Profile Summary
Paste LinkedIn profile content on the left and click Clean & Format.
Week Of
Add Entry
Day
Activity Type
Consultant
Industry
Count
Pipeline — Week Of —
Date
Time
From Zone
Display
Copy Format
AboutPick a date, time, and source zone — the same instant is shown in every zone below. Click Copy for an email-ready version.
Time Zones
Date Range
User Filter
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 ManagementToggle admin status for team members. You can't demote your own account here (prevents lockout).
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