Outbound Prospecting

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• Prospect IntakeStart a new prospect's intake, with or without their files in hand — a request naming a.
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• Comet OpenComet Phase 1: explore and confirm requirements.
• Inbound Lead QualifierScores inbound leads on fit, intent, and urgency and suggests a first message.
• Creative BriefCreate or refine a creative brief that bridges discovery and execution.
• Apollo Core Workflow ARuns Apollo.io lead search and enrichment.
• Attio Core Workflow BBuilds Attio workflows keeping records, list attributes, notes, and tasks separate.
• Clari Core Workflow ABuild a Clari forecast-export pipeline with reconciliation, schema controls.