How it works
You enter your website. RevFirst drafts your profile, targets and market, a strategist helps shape the offer, and you approve each campaign before it sends from your mailbox. Here is every step, through to the replies.
Company website
https:// ledgerly.com
Analyzing ledgerly.com
Reading your homepage, product and customer pages
Identifying products, audience and positioning
Drafting your company profile
Onboarding
Each step starts with a draft from RevFirst. You review it, change what's wrong and move on.
Enter your website. RevFirst reads your homepage, product and customer pages, then drafts your company profile: what you do, your products, who it's for, your positioning and value proposition.
Review suggested target accounts by industry, company size, revenue and ownership, the decision-makers by title, function and seniority, and the regions you serve. Add customer examples to refine it.
RevFirst sizes your market and groups accounts into cohorts that share a problem. In the sample workspace, that's 8,420 accounts, 21,900 decision-makers and 5 cohorts. You pick which cohorts go first.
A RevFirst strategist works with you on the offer for each cohort before the first campaign is written, so the message gives each group a reason to reply.
Step 5
Each cohort gets a campaign with its email sequence and prepared leads. Open it, read every email, keep or remove leads, and submit it for approval. Teammates you invite as approvers can sign off too.
DraftReady for your review
Mid-market logistics — Month-end close
Email sequence · 4 steps over 14 days
Day 1 Month-end close at {Company}Edit
Day 4 A quick follow-upEdit
Day 8 How peers cut close timeEdit
Day 14 Close the loop?Edit
500 leads preparedSubmit for approval →
Sending rules
From your own mailboxes
Mailboxmaya@ledgerly.com · Google Workspace
New contacts per day30 per mailbox
Sending windowMon–Fri, 08:00–17:00 (their time)
FormatPlain text
When someone repliesSequence stops
Step 6
Connect a Google Workspace or Microsoft 365 mailbox in Settings. Once approved, the campaign goes Live and sends under clear rules, so it reads like a note from a colleague, not a blast.
Step 7
Replies come straight to your inbox, where you answer them like any other email. A positive reply, such as a request for more information or a call, is a qualified lead. Booking the meeting is your next step.
Activity
What happened today
Replied Dana Whitfield · Northwind Freight10:42
Sent Step 2 · 28 contacts09:15
Sequence stopped Reply received · Harbor Health08:51
Sent Step 1 · 30 contacts08:02
RevFirst does the preparation. You make the decisions.
| Stage | You | RevFirst |
|---|---|---|
| Company | Enter your website, correct the profile | Reads your site and drafts the profile |
| Ideal customer | Edit targets, exclude roles, add customer examples | Suggests accounts, titles and regions |
| Market | Choose the cohorts to start with | Sizes the market and groups it into cohorts |
| Offer | Share what you can promise each cohort | A strategist shapes the offer with you |
| Campaign | Review emails and leads, then approve | Writes the sequence, prepares and verifies leads |
| Launch | Connect your mailbox | Sends within your sending rules, stops on reply |
| Replies | Answer positive replies and book the meetings | Stops the sequence, shows activity and lead status |
Your profile, targets and cohorts stay editable after launch. If a cohort is quiet or you want to test a new angle, raise a change request from Home and your strategist picks it up.
You can start the first step as soon as you enter your website. The offer step involves a strategist, and your campaign goes live only after you approve it and connect a mailbox.
Just your company website. For launch, you'll also need a Google Workspace or Microsoft 365 mailbox to send from.
Yes. The company profile, target accounts, decision-makers, regions and cohorts are all editable, and you can remove individual leads before launch.
RevFirst prepares the email sequence for each cohort around the offer you shaped with your strategist. You can read and edit every email before approving.
The reply lands in your own inbox and that contact's sequence stops. If it's a positive reply, it counts as a qualified lead, and you take the conversation, and the meeting, from there.
Yes. Start on the Free Forever plan: up to 50 emails a day and 1 qualified lead a month. You can move to a paid plan when you need more volume.
Free Forever plan
Enter your website and watch RevFirst draft your company profile.