Sales and research

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Lead Generation

• What you get: each day, up to three verified leads that fit your customer profile, each with a personalized intro email as an approval card.
• Setup: describe your company or product and add your website if you like. Pick your selling points and customer profiles from the suggestions or write your own. You’ll need Gmail connected; the agent asks you to connect it if it isn’t.
• Schedule: after your first batch, it sets up a daily routine at 9 AM that drafts new intros for your review.
• Make it yours: ask for more leads, a different profile, or other sources. To have it send without asking, tell the agent; it asks for permission to send email as you, and once you approve, the routine sends on its own. See Safety and control.

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Competitor Research

• What you get: a brief on each competitor’s moves, with why each one matters to you and ideas for how to respond.
• Setup: describe your company, pick competitors from the suggestions or add your own, and choose what to watch: launches, hiring, pricing, funding and partnerships, marketing, and customer wins. No apps to connect.
• Schedule: after the first brief, it sets up a weekly brief on Mondays at 9 AM.
• Make it yours: add competitors, change what it watches, or get the brief every other week.

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Ecommerce Competitor Monitor

• What you get: a baseline snapshot first, then a weekly brief on what changed (new products, prices and offers, new pages, copy, and SEO), with evidence and suggested actions. It can draft original SEO content in response; nothing is published.
• Setup: add competitor store URLs, your own store, or both, and choose what to watch. No apps to connect.
• Schedule: after the baseline, a weekly brief on Mondays at 9 AM.
• Make it yours: add stores or focus on specific products or categories.

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Or just ask

Find 20 Series A fintech startups in New York and who leads growth at each.
Put them in a table with the company, contact, title, and a source link.

Before each sales call on my calendar this week, prepare a one-page brief
on the company and the people I'm meeting.

Every Thursday, check which leads I emailed last week haven't replied,
and draft a short follow-up for each one.

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Sales apps to connect

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Good to know

• Contact details come from real sources. SureThing won’t guess an email address. For better coverage, connect a contact-data tool such as Apollo or Hunter. Paid contact lookups cost extra credits.
• What it costs: a routine that finds new leads and drafts their intros typically uses about 10 credits a week. See What things typically cost.