Workflow · Lead data
Every lead RevFirst prepares, every campaign status and every send and reply is visible in your workspace. Here's what you can see today and a simple way to report on it.
Lead preparation
Every lead checked before launch
Ready for review486
Processing312
Needs attention14
Dana Whitfield · VP FinanceVerified
Tom Brennan · CFOCatch-all domain · Keep / Remove
You can see them all. The Leads view lists every lead with its status and verified contact details, and you can keep or remove individual leads. A file export, such as a CSV download, is not confirmed today, so this page focuses on what's in the workspace.
| Where | What it shows | Use it to |
|---|---|---|
| Home | Lead preparation status, for example 486 ready for review, 312 processing, 14 needs attention | Spot leads waiting on you |
| Campaigns | One campaign per cohort, its sequence, leads prepared and status (Draft to Live) | See what's live and what needs approval |
| Leads | Each lead, its status and verified contact details | Keep or remove leads before launch |
| Activity | What was sent, plus opens and replies | Check that campaigns are running and who responded |
Weekly routine
A simple rhythm for founders or sales leads who need to report on outbound.
Review leads marked ready for review or needs attention so campaigns aren't held up.
Confirm which cohorts are live and whether anything is waiting for approval.
Note replies by campaign, and which cohorts are quiet.
Copy the week's replies and outcomes into your CRM or reporting sheet with the cohort name.
If a cohort is quiet, raise a change request: new titles, a new cohort or a sharper offer.
Questions worth answering
Compare activity by campaign; each campaign maps to one cohort.
Check reply titles against the decision-makers you targeted.
That answer lives in your CRM, once you log positive replies there.
We're not claiming CSV export, an API or scheduled reports. If you need lead data in another system, the CRM handoff workflow covers how teams do it today.
~110
sales-qualified leads a month
Recruiterflow
45
event attendees from 78 registrations (58% show rate)
JazzHQ
~2 a month
qualified enterprise conversations
Refold.ai
Results from specific customers. Results vary by market and offer.
CSV export is not confirmed today. All leads, with their status and verified contact details, are visible in the Leads view.
Yes. The Activity view shows what was sent, along with opens and replies, by campaign.
No. Track meetings and pipeline in your CRM after you log qualified replies there.
Free Forever includes 1 qualified lead a month, Growth includes 3 and Scale includes 10, with additional ones at $150 on Growth and $100 on Scale. A qualified lead is a positive reply showing interest, not a booked meeting.
Yes. You can keep or remove individual leads before a campaign is approved.
Teammates you invite to the workspace can review campaigns and approve them.
Free Forever plan
Enter your website and RevFirst sizes your market and prepares your first leads.