Dashboard

Monthly Recurring Revenue
$37.5K
▲ 12% vs last month
Active Clients
15
▲ 2 new this month
Avg Reply Rate
4.8%
▲ 0.3pp vs benchmark
Meetings Booked (MTD)
89
▲ 14% vs last month

MRR Trend

Last 8 months
$12KSep
$16KOct
$20KNov
$24KDec
$28KJan
$32KFeb
$40KMar
$37.5KApr

Recent Clients

RC
RevCycle AI
Healthcare SaaS • Onboarded Apr 15
Active
NX
NexGen Logistics
Supply Chain • Onboarded Apr 8
Onboarding
SB
SoftBridge
DevTools • Onboarded Mar 22
Active
VP
Vantage Point
Real Estate Tech • Onboarded Feb 10
TAM Review

Client Onboarding

1
Company & ICP
2
Campaign Setup
3
AI Scripts
4
Lead Sourcing
5
Review & Launch

Company & ICP Details

Tell us about the client and who they're trying to reach.

Performance Reports

Apr 1 – Apr 27, 2026
4,212
Emails Sent
50/day avg
62.4%
Open Rate
▲ +8% vs industry
4.8%
Reply Rate
▲ +1.3% vs benchmark
23
Meetings Booked
$174 cost/meeting
0.2%
Bounce Rate
● Healthy

Outreach Funnel

Contacted
4,212
100%
Opened
2,628
62.4%
Replied
202
4.8%
Interested
87
2.1%
Meetings
23
0.55%

Reply Breakdown

202 replies
Interested (43%) — 87
Referral (23%) — 46
Not Now (20%) — 41
Not Interested (14%) — 28

Weekly Performance

Week Sent Opens Open Rate Replies Reply Rate Meetings Conv. Rate
Apr 1-6 980 598 61.0% 42 4.3% 5 0.51%
Apr 7-13 1,050 660 62.9% 52 4.9% 6 0.57%
Apr 14-20 1,120 714 63.7% 58 5.2% 7 0.63%
Apr 21-27 1,062 656 61.8% 50 4.7% 5 0.47%

Script Performance by Step

Step Subject Line Sent Opens Open Rate Replies Reply Rate Meetings
Step 1 {{firstName}} — quick q on denial rates 4,212 2,628 62.4% 98 4.8% 12
Step 2 RE: quick q on denial rates 3,580 2,148 60.0% 62 5.2% 7
Step 3 HIMSS takeaway for {{company}} 3,120 1,935 62.0% 30 3.9% 3
Step 4 Closing the loop 2,860 1,544 54.0% 12 2.1% 1

Clients

Client Industry MRR Onboarded Meetings (MTD) Reply Rate Status
RevCycle AI Healthcare SaaS $4,000 Apr 15, 2026 23 4.8% Active
NexGen Logistics Supply Chain $4,000 Apr 8, 2026 - - Onboarding
SoftBridge DevTools $4,000 Mar 22, 2026 18 5.1% Active
Meridian Insurance InsurTech $4,000 Mar 10, 2026 14 3.9% Active
CloudHire HR Tech $3,500 Feb 28, 2026 11 4.2% Active
Vantage Point Real Estate Tech $4,000 Feb 10, 2026 3 1.8% TAM Review
DataStack Data Infrastructure $4,000 Jan 15, 2026 16 4.5% Active
PayBridge FinTech $3,000 Jan 5, 2026 9 3.6% Active

Scripts Library

42 proven templates
INITIAL • HEALTHCARE

Pain-Point Opener v3

Opens with a hiring signal that indicates billing team strain. References denial reduction as the hook.

🎯 4.8% reply 📈 Used 12x 📅 Mar 2026
FOLLOW-UP • MULTI

Case Study Bump v2

Short follow-up referencing a specific case study with quantified results. Works best as Step 2.

🎯 5.2% reply 📈 Used 28x 📅 Feb 2026
INITIAL • DEVTOOLS

Tech Stack Trigger v2

Opens by referencing the prospect's current tech stack and identifies a gap. Best for technical buyers.

🎯 5.5% reply 📈 Used 9x 📅 Jan 2026
FOLLOW-UP • MULTI

Event Trigger v1

References a recent industry event and ties it to the prospect's likely challenges. Great for conferences.

🎯 3.9% reply 📈 Used 15x 📅 Mar 2026
BREAKUP • MULTI

Soft Breakup v4

Non-pushy closing email that leaves the door open. Includes a resource link as a value-add exit.

🎯 2.1% reply 📈 Used 34x 📅 Feb 2026
INITIAL • FINTECH

Compliance Angle v1

Leads with a regulatory change as urgency driver. Works well in compliance-heavy industries.

🎯 4.6% reply 📈 Used 7x 📅 Apr 2026
Mockup hecho con por AdoptAI