How to automate a weekly lead pipeline
A sales pipeline that only fills when you remember to prospect runs dry every time you get busy. This recipe sets up a Leadistry agent: new leads with a checked website and email found every morning, the first email written for each, follow-ups handled and every lead sent on to your CRM, whether or not you open the app. The setup is a two-minute chat.
The recipe, step by step
- 1
Tell it who you sell to
Describe your ideal customer in plain words, the way you would tell a friend: the kinds of business, one area (a town, a city, a region or the whole UK) and the reasons worth an email, such as registered in the last 12 months or accounts due. The assistant matches the kinds to 5-digit SIC codes and, before the agent is set up, shows what it will look for and says whether plenty or few companies match there. From then on only companies you have never been sent come through.
- 2
Tell the AI what you sell
Get set up on the Desk starts with Teach your AI: tell the assistant about your offer, why people pick you, what shows you do it well and where you work, and every email uses it. On the Template, the first line is always written for each company, and every other section is either written by the AI from your brief or kept in your exact words. Run more than one agent side by side if you sell to more than one kind of customer.
- 3
Let the checks run before you see anything
Each agent looks all day for new companies that match. Before a company reaches your Feed, we open its website and check it is theirs, check the email is one the company publishes on a domain that accepts mail, and write the first line from its dated reason. A company we cannot finish is never delivered and never charged. Two agents never cover the same companies, and you are never sent the same company twice.
- 4
Approve, and let the follow-ups run
Connect your own Gmail, Google Workspace or Outlook mailbox with one sign-in, then approve or skip each card on the Feed, with 5 seconds to undo. Two follow-ups go out, on day 4 and day 9 by default, and a reply stops them at once. Replies arrive in your own inbox and on the Desk, where opening one drafts an answer for you to send. Sending starts at 5 a day and climbs, inside the hours you set. Nothing sends until you approve it, or until you switch on Autopilot.
- 5
Finish with a CRM webhook
In Apps, paste a Zapier, Make or Slack webhook address and every new lead and every reply is sent to it, with the company name and number, the website, the email and the director's name when we have it. Your Zap can then create the deal in your CRM. From then on the agent looks all day, and your main jobs are approving emails, unless Autopilot sends them, and answering the replies.
Frequently asked questions
What plan do I need to run an agent?
Every plan runs agents, including the free trial, and the trial sends its first 25 emails free from your own mailbox. Sending past those 25 needs a paid plan: Growth is £29 a month for 900 leads, Pro £69 for 2,400 and Scale £139 for 6,000, every lead with a website and email we checked. Webhook delivery to Zapier, Make or Slack is on every plan. The leads link, the CSV download of your Leads rows and the monthly and weekly statements are on the paid plans.
Will the agent run out of companies?
It depends how tight your agent is, but the public record is deep: 5M+ UK companies tracked and roughly 50,000 new limited companies forming every month. If a narrow patch starts thinning out, widen the area (from a town to its region, say) or ask the assistant for similar kinds of business. Each agent page also has Find more now, a one-off search for more of what that agent looks for, priced before anything is spent. You will only ever see companies that are new to you.
Can it talk to tools outside Leadistry?
Yes. Paste a Zapier, Make or Slack webhook address in Apps and every new lead and every reply is sent to it as it happens. On a paid plan, one button makes a private leads link that Google Sheets, Zapier or Make can read, and the Leads screen downloads exactly the rows you see as a CSV if you prefer to work the list elsewhere.
Run this recipe today
25 free leads from the Companies House public record. No card, no demo.
✓ No card · ✓ 25 free leads · ✓ Cancel anytime