Cleanform / Our work / Brand outreach

Case study · Brand outreach

Outreach: from copy and paste to a pipeline that runs itself.

Every weekday it finds brands, researches them and drafts the first email. We approve; it sends and tracks follow-ups.

All by hand→Runs every weekday
250+brands in one pipeline
26custom brand reports
$0per added seat
BeforeA spreadsheet of brands, a Gmail tab, and an afternoon a week of copying.
The problemFollow-ups slipped, and nobody knew which brands had actually been researched.
AfterA pipeline that finds brands, researches them, drafts the first email, waits for approval, sends, and schedules the follow-up on its own.
Result250+ brands in one pipeline and 26 custom brand reports, with nobody added to the team.
Send calendar with drafts waiting for approval and today's scheduled and sent emails
Send calendar
Pipeline with the brands whose follow-up is due today or overdue
Follow-ups due
A brand's panel showing email opens, clicks, pain points and notes
One brand

Live product, sample records.

More of our work

Dialer + CRM: $4,500 a month down to $300.Sales floorInventory: every unit tracked from checkout to first sale.OperationsRep cards: from a tool nobody used to one everybody does.Field sales

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