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Select a conversation
Every email Leadtrix sends on your behalf lives here. Click one on the left to read it.
The more Leadtrix knows about your brand, the more personal every email reads. Fill this in once, then keep it current.
Company basics
This is the foundation everything else is built on.
Explain it like you would to a friend, plain and simple.
Email language
All outreach emails will be written in this language.
Your voice & tone
How should your emails sound? The AI will match this style on every email it writes.
Conversational
Friendly, direct, like a real human wrote it
Straight to the point
Short, no fluff, respects their time
Data-driven
Numbers, results, business case first
Warm & personal
Relationship-first, empathetic
Upload your documents
Upload anything that describes your business. The AI reads these to write better, more accurate emails.
Pitch deck or company overview
Click to upload your pitch deck
PDF, PowerPoint, Word, any format
Case studies or success stories
Click to upload case studies
The AI will reference real results in emails
Sales scripts or email templates
Upload your best-performing emails
The AI will learn your style and improve on it
Product screenshots or brochure
Upload product images or brochure
Helps describe what you do more accurately
Key selling points
What are the 3 biggest reasons customers choose you? The AI will weave these into emails naturally.
1
Your Business
2
Target Customer
3
The Message
4
Your Email
Aria, your AI guide
Hi! I'm Aria. I'll walk you through every step, no technical knowledge needed at all.
First thing: just give me your website address. I'll automatically read your website and figure out what your business does, who you help, and what makes you special. You just review what I find and tell me if anything looks wrong.
First thing: just give me your website address. I'll automatically read your website and figure out what your business does, who you help, and what makes you special. You just review what I find and tell me if anything looks wrong.
What's your website?
I'll scan it and fill everything in automatically, takes about 5 seconds.
✓ Website scanned. Here's what I found. Edit anything that doesn't look right.
How should your emails sound?
Pick the writing style that feels most like you.
Conversational
Friendly, direct, real
Straight to the point
Short, no fluff
Data-driven
Numbers and results
Warm & personal
Relationship-first
What happens when I scan?
Reads your website
I visit your site and read every page to understand your business
Understands what you do
I figure out your product, your market, and your customers
Pre-fills everything for you
Company name, description, and value proposition, all done
You just review and approve
Edit anything I get wrong. You're always in control
Why this matters
The more I know about your business, the better every email will be. This step makes all the difference between a generic email and one that truly resonates.
Pro tip
After scanning, also visit My Brand in the menu and upload your pitch deck. The AI will use it to make emails even more accurate and personal.
No step selected
Select a campaign and add follow-up steps. Each step is sent automatically after a set number of days if the lead hasn't replied.
Your sending email
This is the email address your outreach emails are sent from. It should be your real business email, people are far more likely to reply to a real person than a platform address.
🔒 We can only send emails on your behalf, we never read your inbox or access your contacts.
Email sending
Your plan sets how many emails you can send per day and per month. All AI writing is included, no extra costs or API keys needed.
Emails sent today
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Emails sent this month
Resets on the 1st of each month.
Email signature
Added automatically to every email you send. Fill in your details once, then pick a layout. Your plan includes one signature.
Fill this in for me
Uses what Leadtrix already knows from your brand profile and campaigns. Only fills empty fields, so nothing you have typed gets overwritten.
PNG with a transparent background works best. Max 150px wide.
Used for the bar and links.
Match your brand
Same details, different arrangement. Pick one.
Left is how it looks normally. Right is what most people see first, because Gmail and Outlook block images by default.
Images on
Images blocked
Credit balance
Contact credits are used when Leadtrix finds a new lead for you. Email credits are used when Leadtrix writes or rewrites an outreach email. Both refill automatically each month.
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Free Plan Active
60 emails a month, full platform
LinkedIn Outreach
Connect your LinkedIn account to send personalised connection requests directly from the approval queue, alongside or instead of email.
Connect your LinkedIn account
Takes 30 seconds. Approve once, we handle the rest.
LinkedIn messages sent
Connection requests sent via Leadtrix
…
WhatsApp: Talk to Aria
Connect WhatsApp to message Aria directly, check pipeline status, run the pipeline, or pause/resume a campaign, all from a chat.
Connect your WhatsApp account
Scan a QR code, then message Aria like any other chat.
Slack: Talk to Aria & get notified
Connect Slack to DM Aria directly, and optionally get a channel notified about your campaign activity.
Connect your Slack workspace
Authorise Leadtrix in Slack, then DM the app like any other chat.
Connect your other tools
HubSpot
Automatically sync qualified contacts to HubSpot
Salesforce
Push qualified leads directly into your Salesforce pipeline
Assistant name
This is what your AI assistant will be called throughout Leadtrix and when you message it on WhatsApp.
Suggestions:
Nova
Sage
Milo
Iris
A plain-language record of everything Leadtrix has done on your behalf, every contact found, every email written, and every email sent, along with exactly what it cost. Contact credits are used when Leadtrix finds a new lead for you; email credits are used when Leadtrix writes or rewrites an outreach email; sending itself is never credit-metered.
Welcome to Leadtrix 👋
Leadtrix gives you three distinct ways to find leads and two outreach channels. Each method targets a different situation, use this guide to pick the right one for every campaign. All three feed directly into your approval queue so you stay in control before anything gets sent.
How it works
1️⃣
Set up your campaign
Define your target customer, job titles, location, and the message angle you want to use.
2️⃣
Run a search
Choose Google Maps, Find People, or Find on LinkedIn from the pipeline. Leads are found and AI drafts are written automatically.
3️⃣
Approve & send
Every lead waits in your approval queue. Read the draft, then hit Email or Connect, nothing goes out without your sign-off.
Lead Generation Methods
Find Businesses Google Maps
Best for: local & regional B2B, restaurants, retailers, contractors, clinics, agencies
This mode searches Google Maps for real local businesses in your target area. It finds the business name, phone, website, and address, ideal when you're selling to the owner of a physical location rather than a specific job title inside a large company.
✓ Best for
Selling to local businesses that have a physical location, think tradesmen, restaurants, salons, clinics, car dealers, law firms.
⚡ What you get
Business name, address, Google rating, website, and an AI-written cold email, ready to approve and send.
How to use it: In your campaign, set a Target Industry (e.g. "Plumbers", "Italian Restaurants"). Open the Live Pipeline and click Find Businesses. Leadtrix will search Google Maps in your target location and pull back matching businesses.
Find People Prospeo
Best for: reaching named decision-makers at companies by job title
This mode searches for real professionals by their job title, company size, and industry, and finds their verified work email address. It's the classic B2B prospecting approach: instead of finding a business and guessing who to email, you go straight to the person who holds the role you care about.
✓ Best for
Targeting by role: CMOs, Ops Directors, Head of Procurement, IT Managers, regardless of company location.
⚡ What you get
First name, last name, title, company, verified email, and an AI-personalised cold email draft.
How to use it: Set Target Titles in your campaign (e.g. "Head of Marketing", "CEO"). Open the Live Pipeline and click Find People. Leadtrix queries Prospeo and pulls back named contacts with verified email addresses, ready to approve.
Find on LinkedIn Unipile
Best for: relationship-first outreach where a connection request opens the conversation
This mode searches LinkedIn directly through your connected account. It finds real profiles matching your target job title and location and generates a personalised connection request note (LinkedIn's 300-character limit). Because it's a connection request, not a cold email, it has a naturally warmer reception and a higher response rate for high-value leads.
✓ Best for
High-value prospects where a warmer first touch matters, consultants, executives, founders, and anyone who's active on LinkedIn.
⚡ What you get
LinkedIn profile URL, name, title, company, and an AI-written connection request note, all under 300 characters.
How to use it: First, connect your LinkedIn account in Settings → LinkedIn Outreach. Then open the Live Pipeline and click Find on LinkedIn. Leadtrix searches as you, finds matching profiles, and pre-writes a connection note for each one.
⚠ LinkedIn limit: Classic LinkedIn accounts can search roughly 80 to 100 profiles per day before LinkedIn throttles activity. For higher volumes, a Sales Navigator subscription on your LinkedIn account unlocks significantly more search capacity.
Outreach Channels
Email Outreach Gmail / SMTP
Used by: Google Maps and Find People leads that have a verified email address
When you click ✓ Email on a lead card, Leadtrix sends your AI-personalised cold email directly from your connected Gmail or SMTP account. All replies land in the Conversations tab so you can respond in-app. You can also set up automatic follow-up sequences that trigger if the prospect hasn't replied after a set number of days.
Set up: Go to Settings → Email and connect your Gmail account (or add your SMTP credentials). Each campaign also lets you customise the email angle, tone, and subject line, the AI adapts its draft to match.
LinkedIn Connection Request Unipile
Used by: any lead that has a LinkedIn profile URL, including Find on LinkedIn leads
When you click Connect on a lead card, Leadtrix sends a LinkedIn connection request with an AI-written personal note, all through your own connected LinkedIn account via Unipile. LinkedIn's connection requests feel more personal than cold email, and accepted connections open an ongoing messaging thread. This channel works alongside email: leads found via Find People who also have a LinkedIn URL will show both an Email button and a Connect button.
Set up: Go to Settings → LinkedIn Outreach, click Connect LinkedIn, and follow the prompts. Once connected, every lead with a LinkedIn URL will show the Connect button.
Quick comparison
| Method | Finds | Outreach | Best volume |
|---|---|---|---|
| Find Businesses | Local businesses on Google Maps | High: unlimited searches | |
| Find People | Named contacts with verified emails | Email + LinkedIn | Medium: Prospeo credits |
| Find on LinkedIn | LinkedIn profiles by title & location | LinkedIn connection request | ~80 to 100/day (classic LinkedIn) |
💡 Pro tip: combine all three
Run Find People to get named contacts with email addresses, then use their LinkedIn URLs (saved automatically) to also send a connection request on LinkedIn. Run Find on LinkedIn separately for high-value targets where a warmer first touch is worth more than volume. Use Find Businesses for local area blitzes where the business owner is your buyer.