The one manual gate. Everything below was checked by the machine — preflight, staged batch, rendered content, schedule. On confirm, the system enables sending, STARTs the Smartlead campaign, and verifies it went ACTIVE.
The manual upgrade path until billing lands. Upgrading a free client also queues their locked sample prospects for contact enrichment.
These shape every email your team sends. Changes apply to new outreach right away.
Dishes your team can offer by name. Empty-name rows are ignored.
Specific places your team checks first when a seasonal opportunity matches their industry. These guide prospecting — a business here gets outreach when its season comes around, not automatically. One per line.
Your creative library — upload from your computer anytime, and it stays saved here. Your team shares these as hosted links when a prospect replies, and you can insert any of them into an email yourself while approving it in the Queue ("Add creative"). Files are never attached — links keep cold-email deliverability healthy.
One image, replaced when you upload a new one. When your outreach plan includes it, it rides in the last email of a sequence as an invite to come try you in person.
Already know people you'd like us to reach out to — past customers, groups you've served, contacts from your own address book? Upload them as a CSV (a column with email addresses is all it takes; names and company columns help us personalize). We verify every address, skip anyone who has opted out or is already being contacted, and write warm reconnect emails — never cold introductions. Every email still lands in your Queue for your approval before anything sends. Imported contacts count toward your plan's monthly prospect limit.
Importing your own contacts is part of the paid plans — upgrade to unlock it.