Tools
I work around what you already use.
No new platform. No new login. I read the enquiries you already have and come back with a list of who to chase.
Ways we can work together
| How | What it looks like | Best for |
|---|---|---|
| Email or CSV export | You send me a flat file or paste rows into an email. I read it and come back with the list. | Fastest first look. |
| Shared sheet | We track the work in a Google Sheet you own. | Small teams who want visibility without a new app. |
| CRM view | I work from a saved view, report, or export you create. No login required from me. | Teams already on Pipedrive, HubSpot, Salesforce, Jobber, or similar. |
| Inbox forward | You forward me a batch of enquiry emails. I pull the leads out. | Businesses where most enquiries land in one mailbox. |
Sits beside
- Your phone provider or call tracking tool.
- Your CRM, whatever it is.
- Your website forms.
- Your shared inbox or quotes mailbox.
- A spreadsheet, if that is your CRM.
Honesty rules
- No certified integration claim unless it is true.
- No logo use without permission.
- No account access. I work from what you send me.