Every signal. A clear next move.

Step 1

Import or capture leads

Pull contacts from LinkedIn, landing pages, or CSV. Every lead enters a shared funnel with full visibility — not someone's private inbox.

Step 2

Draft approved email

AI drafts the first message based on the buyer signal. A manager reviews it. It goes out only when cleared. No rogue sends.

Step 3

Sync LinkedIn context

Before a follow-up goes out, your team sees the captured LinkedIn profile context — name, headline, company, and location — alongside the draft.

Step 4

Track channel status

Email sent? LinkedIn messaged? Call logged? One activity timeline, one view. No ‘did anyone follow up?’ conversations.

Step 5

Review stuck leads

Leads that have not moved surface automatically. Your team sees exactly what was sent and what the recommended next action is.

Step 6

Advance funnel stage

Every stage move is a deliberate, logged decision. When a lead is meeting-ready, the whole team sees it at the same time.

Facility Management

NetJana signals — hiring surges, new locations, construction permits — tell you which accounts are in market this month. Get in early before the RFP lands.

Security Services

Every piece of outreach touches a compliance-sensitive relationship. CraftMyFunnel routes every message through manager approval before it goes out.

Staffing

Hiring signals are your signal. When a target company posts a wave of new roles, your team gets the LinkedIn context and a drafted outreach message in one place.

Consulting

Relationship-led sales fall apart when context lives in one inbox. CraftMyFunnel gives every team member the full activity timeline so handoffs are smooth.

L&D / Training

Technology adoption is your strongest buying signal. Spot new platform rollouts with NetJana and reach out with a message that is relevant, not generic.

Managed Services

Retainer relationships start with the first impression. Governed outreach means your team presents as coordinated and professional from the very first email.