Lead pipeline
Company, contact, role, channel, stage, dates, and three-factor lead scoring.
← Collection 01
03 · Client outreach
Outreach OS
A lightweight lead tracker and follow-up system for freelancers and small studios, with scoring, overdue flags, and concise scripts for every key moment.
Inside the product
Keep qualified leads moving without a heavyweight CRM.
Follow-up status
Automatic Scheduled, Due today, Overdue, Set date, and Closed states.
Weekly summary
Live counts for total leads, replies, meetings, and overdue follow-ups.
24 scripts
First touch, follow-up, qualification, meetings, proposals, reactivation, and referrals.
Sample scripts
Short messages with a clear reason to reply.
| ID | Moment | Use when | Script excerpt |
|---|---|---|---|
| OS-002 | First touch | You have a relevant teardown | I reviewed [PAGE/PROCESS] and noted three practical changes around [AREA]. I can send the one-page teardown if useful... |
| OS-010 | Follow-up 2 | You can add new evidence | One additional thought after reviewing [CONTEXT]: [SPECIFIC INSIGHT]. If [OUTCOME] is a priority... |
| OS-021 | Proposal follow-up | Two business days passed | Checking whether any part of the [PROJECT] proposal needs clarification. The open decisions are [DECISIONS]... |
Every full script includes editable placeholders and a specific use case.