MarketingMarketing
Build reference searches and outreach messages from a LinkedIn profile or a lead list.
Marketing tools are admin-only
Your account (—) does not have admin access, so the Marketing tool is not available.
Loading…
Build from a LinkedIn profile
Paste the prospect's full LinkedIn profile below, then Build with AI.
One person opens one profile at a time — that keeps your LinkedIn account safe.
Ready to send
Reference code
See the search this link runs
Edit anything before you send it.
Loading…
Write the search yourself
Type the search the portal should run, and create a code without the AI.
How it works
LinkedIn prospect
- Open the prospect's LinkedIn profile and copy the whole page (Ctrl+A, then Ctrl+C).
- Paste it into the build box and click Build with AI. Add a photo by dragging an image onto the photo box.
- The AI classifies them as a buyer, seller or financier, builds a live search, and writes three things: a short LinkedIn opener (the qualifier), a LinkedIn follow-up (the personalised search and link) and an email.
- Send the opener first. It is a short, casual check-in with no link and no pitch. Once they reply yes, copy the follow-up to send the search.
- Adjust any message by typing, or with Shorter, Longer or Speak. Copying the follow-up (or the email) marks the code as sent; copying just the opener does not.
- Every code is saved in Recent outreach, showing who built it, whether it was opened, and when.
Email campaign
- On the Email campaign tab, upload an Excel of leads. It is saved as a named list you can reopen any time.
- Click a lead to open it, then Build with AI. The tool reads the company website, classifies the lead, and builds the search, both messages and a contact panel.
- Leads that are not a fit are flagged. Built leads show Contacted or Not contacted.
Troubleshooting
Pick a saved list, or upload one, to see your leads here.
Your lead lists
Each Excel you upload is saved as its own named list. Pick one to work on, or add a new one below.
Add a new list
Upload an Excel file of leads. The tool reads your column headers automatically, groups each company's decision-makers together, and saves it as a new list.
Email sending
With test mode on, every Send goes to your test address, never the real lead. Turn it off to send to leads for real.
Lead
No strategies yet.
Companion AI
Ask about this whole campaign. It sees the client brief, every strategy and the counts you paste in, and helps you refine before any letter is written.
AI sample letter
Pick the sender (its letterhead is used), add a line about who this targets, and the AI drafts a sample letter you can download or send to the client to confirm.
Add a strategy
A strategy is one search inside this campaign (e.g. blocks of flats). Paste the search wording and, if you have it, the SQL from that search.
Or send letters from your own list
Already checked the rows yourself? Upload the sheet and the system writes a letter for every row in it, and nothing else. The search is ignored while a list is uploaded. Press Clear list to go back to it.
What the columns must be
These four are required. Without them a letter cannot be written and the file is refused.
| Director | who the letter is addressed to — e.g. FLETCHER, Robert Mark |
| Director address | where the envelope is posted. Their address, not the property's |
| Company name | the company that owns the property |
| Property address | the property the letter is about |
Worth including: Company number (so this owner can be suppressed next time), Title number, County, Postcode, Region, District, EPC band, Property type.
Headings are matched exactly, ignoring capitals and spaces. Any of these work: Director / Director 1 / Send to / Owner · Director address / Send address / Address · Company name / Company · Property address / Property · Company number / CRN. Our own Excel export and picking list both work as they are.
The two addresses are different and it matters. Put the property address in the envelope column and the letter goes to a house whose owner lives somewhere else.
Sender profiles
Who the letters go out as - the client's company, contact and phone. Reused across strategies. To change a client's details, pick them below, edit, and press Update - every letter follows automatically. Never edit the generated document.
Branding - design a letterhead
Pick a sender, paste their letterhead text / company details / Companies House info, and the AI designs a clean letterhead that prints reliably. Preview it, then apply.
Letter samples
Your library of letter templates. Click one to view or edit it. Write the letter however you like and put any of the variables below wherever you want them — they are filled in per owner when the letters are made.
Variables you can use in a letter
| The person | |
{first_name} |
Robert — use this for "Dear ___" |
{director_name} |
Robert Fletcher — the full name |
| The property | |
{property_address} |
29 Grange Road, London (NW10 2QU) |
{county} |
Greater London |
{region} · {district} · {postcode} |
the area, more specifically |
{title_number} |
NGL462301 — the Land Registry id |
| The owner's company | |
{company_name} · {company_number} |
Daro Properties Limited · 04189968 |
| Who the letter is from | |
{sender_contact} · {sender_company} |
Jason Smith · Feldstone Capital Limited |
{sender_phone} · {sender_email} |
from the sender profile |
{sender_return_address} |
the client's office address |
{date} |
26 August 2026 — added at the top automatically |
The owner's own address is deliberately NOT in this list. It goes on the envelope, from the picking list, and printing it in the letter as well is a second copy to get wrong.
Take a saved contact list, find each person's email, phone and LinkedIn from Apollo, then filter by how you can reach them. People are matched to their UK director address, so you do not get the wrong person abroad.
1. Choose a contact list
Pick a list you already uploaded, or add a new Excel export from the Email campaign tool.
2. Find contact details
Auto-sends a short 3-email sequence to a whole list, trickling out at randomised gaps during business hours, and stops the moment someone replies. Fed from the Apollo tab.
💬 Talk to the AI (edit the emails, ask about the data or process)
Settings & email content
Target
Editing letter version
Reloads when you Save. Sample data shown: Director Sample / Sample Property Ltd / South East.
Talk to the AI to tune the wording. Ask for shorter, longer, warmer, regional, sales-led tone. Click Apply when the draft looks right — it writes back into the Body box on the left and reloads the preview.
Plan a campaign with AI
Describe who you want to target. I'll check your past campaigns, scan the database, refine with you, and save the targets when you're happy. Try "run a campaign targeting investment companies in London" or "what have we sent in the last 3 months?"
Start a conversation below. I have tools to discover buyers, check past contacts, warn about overlap, and save targets directly.