Sales routine templates
Keep the pipeline moving on autopilot — fresh lead lists, CRM briefs, prospect research, follow-up sweeps. Each routine runs on a schedule and lands in your inbox before you start selling.
Every morning at 8am, a skimmable snapshot of yesterday's Stripe activity — gross volume, fees, net-after-fees, refunds, subscription changes, failed payments, and your largest charges.
Total up yesterday's Wix Stores orders and revenue, with top products, delivered every morning.
Each weekday at 8am, pull yesterday's new HubSpot leads, enrich each, and email a prioritized brief.
Every weekday at 8am, a ranked brief of the Salesforce Leads created in the last 24 hours, each enriched with a quick web look-up and a one-line reason to act.
Find a fresh batch of ICP-matched B2B contacts from Lusha each week, enriched and ready to reach out.
Every Monday, a Salesforce pipeline summary by stage with weekly movement and at-risk deals, logged to a Google Sheet.
Every Monday, turn your target companies into named contacts with verified work emails — found with Hunter's domain search, checked with its email verifier, and delivered ready for outreach.