Sales Outreach & Engagement
Track Every Prospect Touchpoint
No credit card required
Multi-Channel Outreach Tracking
Platform Outreach
Activity on freelance/job platforms
- • Upwork messages
- • Freelancer.com bids
- • LinkedIn outreach
- • Job board applications
Email Outreach
Email communications
- • Cold emails
- • Warm introductions
- • Follow-up emails
- • Proposal emails
Phone Calls
Voice communications
- • Cold calls
- • Discovery calls
- • Follow-up calls
- • Closing calls
Social Media
Social platform engagement
- • LinkedIn messages
- • Twitter DMs
- • Facebook messages
- • Social commenting
Messenger Apps
Messaging platform activity
- • WhatsApp messages
- • Telegram chats
- • Slack DMs
- • Other messengers
All Combined
Complete activity view
Track all touchpoints across every channel for complete prospect visibility
What to Track Per Outreach
Log detailed information for every touchpoint
Outreach Type
Platform, Email, Call, Social, or Messenger
Contact
Link to CRM contact record
Date & Time
When the outreach occurred
Notes
What was discussed, next steps, outcome
Outcome
Positive response, no response, meeting booked, deal closed
Outreach Effectiveness Metrics
Measure what's working and optimize your process
Total Outreach
Track volume across all channels
Response Rate
How many prospects respond
Cost Per Lead
Time investment per contact
Conversion Rate
Outreach to customer ratio
Calculate Customer Acquisition Cost (CAC)
Understand exactly how much it costs to acquire a customer
CAC Formula
CAC = Total Outreach Time / Customers Acquired
Example:
• 100 hours spent on outreach
• 5 customers acquired
→ CAC = 20 hours per customer
Track Time Investment
Log time spent on each outreach activity
Link to Deals
Connect outreach to closed deals
Integration with Deal Pipeline
See complete journey from first touchpoint to closed customer
Complete Sales Journey
Initial Outreach
First contact via email, LinkedIn, or platform
Follow-Up Activities
Phone calls, additional emails, social engagement
Deal Created
Opportunity enters sales pipeline
Customer Won
Complete outreach history preserved
Team Performance Tracking
Activity Leaderboard
See who's doing the most outreach
Conversion Leaders
Who has the best close rate
Channel Effectiveness
Which channels work best for your team
Time to Close
Average outreach activities per deal
Perfect For
Sales Teams
Track every prospect interaction, optimize what works
Business Development
Measure outreach effectiveness across channels
Agencies
Track client acquisition efforts and ROI
Freelancers
Log platform bids and proposal activities
Consultants
Document all prospect touchpoints
Startups
Understand customer acquisition costs early
Outreach Guides & Best Practices
Learn how to set up and optimize your outreach tracking system
10-Minute Quickstart
Get from zero to a working outreach pipeline in 10 minutes. Create your first lead, set up follow-ups, and record outcomes.
What to Track
Recommended record structure: required fields, optional fields, and examples for platform bids and email outreach.
Statuses & Outcomes
Define pipeline stages and outcome states that keep your data clean and enable accurate reporting.
Follow-Up Queue
Build a follow-up system that ensures no lead falls through the cracks. Daily routines and prioritization tips.
Platform Bidding Workflow
Complete workflow for freelance platform bidding: find, bid, follow-up, win or lose. For solos and agencies.
Lead Source Attribution
Tag leads by source, channel, and campaign. Know where your best opportunities come from.
Outreach Notes
Note-taking standards that keep context accessible. Templates and examples included.
Activity Logging
Track work without killing velocity. Lightweight logging that enables real reporting.
Duplicate Prevention
Avoid double-bidding and team conflicts. Ownership policies and merge protocols.
Ownership & Assignment
Clean handoffs that preserve context. Manager checklist for weekly ownership reviews.
Reporting Dashboard
Weekly metrics that matter. Review flow for spotting bottlenecks and taking action.
Rep Scorecards
Measure quality, not spam. Metrics, targets, and coaching playbooks.
Weekly Pipeline Review
Meeting playbook with 30-minute solo and 60-minute team agendas.
Outreach Experiments
A/B test your outreach systematically. Sample sizes and decision criteria.
Proposal QA
Agency review flow with quick, standard, and deep checklists.
Interviews & Calls
Track discovery calls and negotiations. Templates and next-steps checklists.
Team SOP
Ready-to-use standard operating procedure template for outreach teams.
Rep Onboarding
First-week training plan for new reps with manager sign-off checklist.
VA Workflow
Working with lead-gen VAs: accountability, quality checks, and incentives.
Team Permissions
Roles and permissions setup for different team sizes.
Response SLAs
Why response time matters and how to hit your SLAs without burning out.
Multi-Channel
One view across platform bids, email, LinkedIn, calls, and messaging.
Email Outreach
Manual email outreach tracking with campaigns and follow-up cadences.
Call Outreach
Phone-based outreach with call logging templates and outcome tracking.
Social Outreach
LinkedIn and social outreach tracking without the busywork.
Messaging Outreach
Telegram, WhatsApp, DMs: thread summaries and follow-up scheduling.
Notifications
Alerts for follow-ups and replies; solo vs team rules; avoid overload.
Data Hygiene
Naming, tags, required fields, closing stale items, weekly audit, hygiene score.
Common Mistakes
Failure modes and fixes plus 30-minute reset checklist.
30-Day Plan
From ad-hoc outreach to a measurable system in four weeks.
Optimize Your Sales Outreach
Track touchpoints, measure effectiveness, calculate CAC—all integrated with your CRM and deals pipeline
Free 14-day trial →No credit card required