Workflows

Go to Ideal Client Profiles → New ICP. Enter your target (e.g. "Industrial electricians, food manufacturing, 50-250 staff, Australia"). Click Generate with AI and it builds the full profile — target titles, industries, pain points, objection handling, and a LinkedIn boolean search string.

Go to Deep Research. Describe what you're looking for (or select your ICP from the dropdown). Click Search. It finds 10-15 real companies, maps them to your ICP, and shows market insights. Use Expand Search to find more.

On your ICP detail page, go to the Companies tab. Select companies → Bulk Action → Find Contacts. This searches multiple data sources for directors and key people, then validates their email. Found contacts automatically appear in your Prospects tab.

On the Prospects tab (or Contacts page), filter by No Email. Select all → Find Emails. Then filter by Unknown email status → Verify Emails. Only send campaigns to Valid emails to protect your deliverability.

Go to Campaigns → New Campaign. Describe your offer, select your ICP, and it generates A/B email variants. Set your daily limit (start at 17-20/inbox), connect your inbox, and enrol your valid prospects directly from the ICP. Activate and monitor opens, clicks, and replies from the campaign dashboard.

Go to Lead Scraping. If you created an ICP, a search config was auto-generated. Otherwise, click New Search and enter your keywords (e.g. "industrial electrician"). Exclude words like "apprentice", "trainee", "supervisor" to filter out irrelevant roles.

Select your config and click SEEK, Indeed, or LinkedIn. You can run all three at once — they process in the background. Navigate freely while they run; the progress pill in the bottom-right tracks each scrape.

Go to Pipeline. All scraped jobs land here with company name, title, salary, location, source, and how many times the role has been posted. Roles posted 2-3+ times signal the company is struggling to fill — perfect BD targets.

Select pipeline companies → Find Contacts. Found contacts go to your Contacts page. Filter to valid emails, select all, and Enrol in Campaign. After a scrape finishes, the pill suggests exclude keywords — apply them to refine future scrapes.

Go to MPC Profiles → New MPC Profile. Instead of describing the role manually, click Upload CV and drop in your candidate's resume. The AI generates a candidate profile based on their skills, experience, and specialisations.

Use Deep Research or Lead Scraping to find companies that hire this type of candidate. The ICP's search config auto-targets the right job titles and industries.

Go to Campaigns → New Campaign. Select Recruitment vertical, tick Lead with a candidate, and upload the CV. The AI generates emails like: "Hi [Name], I've got a sparky with 15 years of industrial experience including PLC and SCADA — would they be of interest?"

Enrol your valid prospects from the ICP. Monitor replies in your Inbox — anyone who opens 5+ times gets flagged with a notification. When they reply, the sequence stops automatically so you can take over personally.

When a prospect replies, you get a notification bell alert and the email appears in your Inbox. Reply directly from there — include your scheduling link so they can book a time that suits them.

Either they book via your scheduling link (like Calendly), or you manually book from Meetings → Book Meeting. If on a call, the dialler suggests free slots from your calendar — one click to confirm. Both you and the prospect get reminder emails 24h and 1h before.

On the contact's detail page or from the meeting card, click Generate Brief. The AI pulls context from their company profile, your email history, and any notes to give you a one-page summary before the call — key talking points, their pain points, and suggested angles.

Go to E-Sign → pick your saved template (or upload a new PDF). Drag and drop signature fields, assign signers (you + the client), and send. They sign digitally from any device. You get notified when it's done. Save your terms as a template so next time it's one click.