How it works
Four workspaces, one workflow: find the opportunity, show it, follow up, and plan the work around it.
- 01
Find and vet prospects
Add a business in Prospecting. Vetting checks the website, chat, booking, reviews and estimated traffic — nothing is asserted without evidence.
- 02
Generate the demo
Paste the business URL on the Dashboard. We rebuild the site with a live AI Virtual Receptionist and a permanent, shareable link.
- 03
Share the opportunity scorecard
Every demo comes with an Online Business Opportunity Scorecard you can send with the demo link.
- 04
Run outreach
Personalized Loom, outreach, follow-up and appointment steps live on the prospect record. Campaigns handle sequences and tracking.
- 05
Plan the day
Business Planner keeps the broader work — priorities, tasks, notes and carried-over items — separate from prospect records.