Bringing your contacts in

Your contact list is the one thing nobody can set up for you, because only you know who is worth following up.

Start from the sample sheet

Download the sample sheet and open it in Google Sheets. Keep the first row exactly as it is — those column names are what the importer looks for. Delete the three example rows and add your contacts.

What each row needs

A name — firstName (or firstName and lastName). A row without a name is skipped. Add an email for anyone you want to write to; a contact with no email is still imported but cannot be emailed.

Two columns are worth the extra effort. status (Lead, Client, Cold — your words, not ours) is how you pick an audience later, so a campaign can go to clients without going to strangers. lastContactDate is how someone gets flagged as going cold. Leave it blank if you do not know — a made-up date is worse than none.

Adding more columns

Add any column you like. Anything that is not one of the standard names is saved on the contact under the heading you gave it, so you can filter on it later.

Connecting it

• In your Agent dashboard, open Setup. Under Sources, turn Google Sheets on (and Notion off, unless you use Notion too).
• In the Sheets step, copy the email address shown and share your sheet with it in Google Sheets. Without this the sync cannot read the sheet.
• Paste the sheet’s address. Columns that use the sample names are matched automatically; the Auto-map button matches any others, and you confirm.
• Finish the remaining steps and launch.

You can go on editing the sheet whenever you like; changes come across on the next sync.

What happens next

Once a day your list is re-read and anyone who has gone quiet is brought to your attention, with a draft follow-up ready. The draft is only a draft. Nothing reaches a customer until you have read it and pressed send.