LeadWise help centre
Guides to building contact lists, writing templates that get replies, running sequences, and keeping a CRM worth trusting.
Getting started
What the pieces are, and the order to set them up in.
- Your first week in LeadWise The order that works. One task a day for five days, ending with a real sequence going to real people.
- Contacts, companies and pipeline: what goes where A person, an organisation, and a possible deal. Most CRM confusion is one of these three being used for another one's job.
Contacts and lists
Getting people into LeadWise, and grouping them so outreach has an audience.
- Static vs dynamic contact lists: which one you actually want Most list problems are really one wrong decision made at the moment the list was created. Three list types, and the question that picks between them.
- How to build a contact list that updates itself Set the filters once and the list maintains itself forever. The filter builder, AND vs OR, and the filters worth knowing.
- How to describe your ideal customer in plain English Filters can only ask about fields you already store. A description can ask what a company actually does. How to write one that returns the right people.
- How to import contacts from a CSV without wrecking your data An import takes two minutes and is hard to undo. Five minutes of preparation is the best trade in the product.
Email templates
Writing the messages, and picking the right kind for the job.
- Personal vs marketing email: which template type to use One looks like a person wrote it. One looks like a company sent it. Sending the wrong kind is the most common reason good outreach gets ignored.
- How to write a cold email template that gets replies Five sentences, one question, no pitch deck. The structure, the merge-field traps, and how to read the score panel.
Sequences
Multi-step outreach: planning the cadence, building it, and reading what came back.
- How to plan a cold email sequence that does not annoy people Most sequences fail on cadence, not copy. How many steps, how far apart, and the exit rule people forget.
- How to build your first email sequence, start to finish Plan, Build, Launch. What each stage is actually asking you, and what to check before the first email goes out.
- How to branch a sequence on opens, clicks and replies A sequence that reacts beats a sequence that recites. How engagement conditions work, and which signals are actually reliable.
- How to enroll the right contacts in a sequence Enrolling a segment is not the same as emailing a list. What enrollment actually does, and the four kinds of contact to keep out.
- How to read a sequence report and know what to fix Every number in a sequence report points at one specific fix. Read them in the right order and the problem names itself.
Using the CRM
Tracking the conversations and deals your outreach produces.
- How to run a sales pipeline that tells the truth Most pipelines are a list of wishes. What each stage should mean, when a deal is real, and the one rule that keeps the forecast worth reading.
- How to keep a contact history worth reading Half the timeline fills itself. The half that does not is the half that matters when someone else picks the account up.