Gmail outreach and follow-ups, drafted for your approval

Ideas to put to work

Outreach and follow-up at the scale of your whole client list, each email written for its reader.

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  Personalized outreach at scale

  Sofia reads each contact's company, deal stage and notes in HubSpot and drafts a personal email for every one, each ready for your approval.

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  Quiet relationships brought back

  Sofia compares Gmail threads with your Attio records, finds contacts who have gone quiet, and drafts a check-in for each, for your approval.

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  Client document chase

  Sofia checks the client's Google Drive folder for missing documents, drafts a reminder in the email thread, and uploads what arrives to Drive.

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  Inbox sorted by client and matter

  Sofia labels incoming email by client, creates filters for regular senders, and drafts replies to routine questions for your approval.

Works well with

• HubSpotCRM and marketing platform for growing businesses
• AAttioFlexible CRM for relationship-driven teams
• Google DriveGoogle's cloud file storage and sharing
• Microsoft 365Microsoft's business suite: accounts, groups and organization directory
• Microsoft OutlookMicrosoft's email and calendar
• Google CalendarGoogle's shared calendars and scheduling
• CalendlyOnline booking pages for meetings
• ASAcuity SchedulingOnline appointment booking and client scheduling