How Annie works.
Here's what happens from the moment you sign up: what I read, what I do overnight, what lands in your inbox the next morning, and what's left for you, which is making the call.
Day one: bring your world in.
You bring what you already have. I sort it into a desk.
What you do
- Drop in your LinkedIn export, unopened
- Connect Gmail or Outlook
- Optionally, bring your old CRM across and drop in a pile of CVs. Connecting your calendar is coming soon
What I do
- Find relevant leads based on your existing connections and target markets
- Automatically add contacts and companies to your CRM once your CSV import is ready
- Match every contact to their company
- Review 18 months of sent and received emails to understand who you've spoken to and when
- Sort contacts into recently spoken to, going quiet, dormant, reachable and connection only
- Track companies in your target markets
- Every quarter, Annie updates your contacts with new connections, checks if existing contacts have changed companies, and keeps your records up to date.
Overnight: I do the homework.
While you're off the clock, I go through your desk and your market.
- Check the companies you know for funding, new appointments, expansions and new roles on their careers pages
- Read new mail and file a one-line note against the right person
- Spot replies you owe, proposals that went quiet and promises like "I'll send my CV Friday"
- Check every fact against its source. Anything I can't check stays hidden
- Rank everyone by who has the strongest reason to hear from you today
What I read, and what I keep
- Your email
- What I read
- Who, when, the subject and the message, once
- What I keep
- A dated one-line note, the subject, who and when. Never the message itself
- Your calendar (coming soon)
- What I read
- Who you're meeting and when
- What I keep
- The meeting on their timeline. I never change your calendar
- Your LinkedIn export
- What I read
- The connections file only
- What I keep
- Names, titles and companies. Messages and posts are never opened
- Public web
- What I read
- Company news and careers pages
- What I keep
- The fact and a link to its source
| Source | What I read | What I keep |
|---|---|---|
| Your email | Who, when, the subject and the message, once | A dated one-line note, the subject, who and when. Never the message itself |
| Your calendar (coming soon) | Who you're meeting and when | The meeting on their timeline. I never change your calendar |
| Your LinkedIn export | The connections file only | Names, titles and companies. Messages and posts are never opened |
| Public web | Company news and careers pages | The fact and a link to its source |
The next morning: your call list arrives.
A short list lands in your inbox and on your Overview. Each line is a plain fact, then my nudge.
Sara K., Meridian Gulf. 3 RM roles posted. Your terms have sat 9 days.
Tarik Madi, Majid Al Futtaim. New strategy lead. Get to him before the roles are briefed out.
Sara replied 5 days ago and is waiting on the shortlist. Reply before it cools.
Your meetings, what's due and what's overdue sit under it. If there's nothing worth a call, I say so.
You make the call.
Open a name and everything you need is on one card.
On the card
- Why now, with the source
- Talking points from real news, each with the hiring angle
- An opening line, and a draft email if you'd rather write first
- People on your desk you could put forward
- The others you know at that firm, with an intro request ready
- A plan for the next few weeks if they don't pick up
After the call, log what happened in one tap. I file it on their timeline and set the next step.
Drafts open in your own Gmail or Outlook. You edit them and you send them.
Through the day: ask, prep, chase.
Ask Annie
Type a question in the box at the top of any page. "Who's gone quiet this month?" "Prep me for my 15:00." You get a straight answer, with where it came from.
Before a meeting
Coming soon. A brief lands in your inbox beforehand: your goal, what you owe them, where you left it, what changed at their firm and what to ask.
Waiting on them
When someone owes you a reply, a CV, feedback or signed terms, I remind you on the day and draft the chase. When they reply, it moves to the top.
A job comes in: start with who you already have.
- Add the job, or turn a won BD deal into one
- I show the people on your desk who fit, and why
- Move them through longlist, shortlist, interview and offer
- Build a one-page profile for each from the CV, your notes and the brief
- Send the client a private shortlist link from your own mailbox
- The client says yes, maybe or no and suggests times. Their answers land on the job and in your feed
Placed and paid: the invoice follows the placement.
- Move the candidate to Placed and the fee is worked out
- Raise the invoice in one click, with your logo, VAT, terms and guarantee filled in
- Send it from your own mailbox
- A heads-up 3 days before it's due, and a chase draft if it's late
- Mark it paid, and the guarantee counts down on the placement
The day after, the list has moved on.
What you did yesterday shapes today's list. Booked calls come off it. “Not now” comes back on the day you picked. No reply moves to the next step of the plan. Replies you owe move up. And there's news overnight that wasn't there yesterday.
That's the whole routine. Open the brief, make the calls, log what happened.
How I decide who's at the top.
Four things, weighed together. Every name shows the reason it's there.
What changed at their company
A new role posted, a new senior appointment, a funding round or an expansion.
What's owed
A reply you haven't sent, a proposal that went quiet, a promise someone made you.
How well you know them
From your own mail and calls: a client who has hired through you ranks above a connection you've never spoken to.
Timing
How long since you last spoke. Too recent and they drop down. Too long and they're worth a nudge before they go cold.
What I will never do.
Send anything by myself. A draft only goes when you click send, from your own mailbox and your own address
Keep your email. I read a new message once to write the dated note, then keep the note, the subject, who and when. No copy of the message
Share your contacts. Nobody on Annie ever sees a named contact of yours
Make things up. If I can't check a fact or don't know an answer, I say so
See it working before you bring your own data.
Book a 30-minute demo and see Annie running on example data, from the morning brief to the call list. Bring your questions about your own desk.
How it works, in short
How does Annie know who I've spoken to?
From your connected email and the calls and meetings you log. Calendar sync is coming soon. A LinkedIn connection you've never written to shows as connection only, not as a relationship.
How long before Annie is useful?
About 15 minutes. Your first ranked call list is ready once your LinkedIn export and email are in, and your first morning brief arrives the next day at 09:00.
What do I have to do each day?
Open the morning brief, make the calls and log what happened in one tap. Everything else I keep up to date from your mailbox.
What happens if I import the same contacts twice?
Nothing doubles. I match on email, name and LinkedIn URL before writing anything, so a second import updates the records that are already there.
Can I try Annie without my own data?
Yes. Book a demo and you'll see me running on example data. When you're ready, the 10-day free trial runs on your own network and inbox, with no credit card.
Do I have to change how I work?
No. You keep calling, emailing from your own mailbox and running your jobs. I read what's already happening and tell you what to do next.
Don't let your network go to waste, let Annie help you today
Bring your LinkedIn export and your inbox. Your first call list is about 15 minutes away.
No credit card.