Follow up with every gallery, stockist and buyer
Run each push as a pipeline: who you've contacted, who's in conversation, and who needs a follow-up today.
To contact2
Contacted2
In conversation1
- Seven pipeline templates
- Galleries, Stockists, Press, Collectors and more, or start blank.
- Built on your network
- Every target is a contact or organization from Network.
- Sent from your own email
- Write from your inbox, then log the follow-up in Plya.
How it works
From first pitch to yes
Plan a push
Start a pipeline from a template
Begin with Galleries, Stockists, Press, Fairs & events, Sales, Clients or Collectors, or start blank. Name the stages yourself, from first contact to an outcome like Represented.
- Up to 30 stages, named your way
- A goal and a due date above the board
- Rename, add or delete stages right on the board
Add targets
Every card is someone in your network
A card on a pipeline wraps a contact or organization from Network, so names and locations live in one place. The same gallery can sit on several pipelines, once on each.
- Add several at once from Leads or Network
- A link and a results deadline on each one
- Promote a target to a project, as its client
Galerie Lune
Gallery · Lisbon
People
Linked
- Solo show, springProjectPlanning
- INV-0009 · $2,400InvoicePaid
- Studio visit, Oct 2Note
- Group show pitchOutreachIn conversation
Follow up
See which follow-ups are due
Log each follow-up and pick when to try again: in 3 days, a week, two weeks or on a date you choose. Follow-ups lists everyone waiting on you, by Overdue, Today, This week and Later.
- Each card says when its next follow-up is due
- A red dot in the rail when one is overdue
- Every follow-up and note in the target's history
Work your leads
See every lead and where they stand
The Leads board starts with the people on no pipeline yet, then a column for each pipeline with every lead's stage. Each lead is a contact in your network from the start.
- Switch between a board and a table
- Drag a lead onto a pipeline to add them
- Convert a lead to a contact, and back
Everything else in Outreach
- Every pipeline at onceAll shows every pipeline on one board, a lane each.
- Pause a targetDrop it on the Paused bar, and it keeps its stage.
- Results deadlinesSet when you expect to hear back, and the card counts down.
- The latest noteA target's newest note shows along the bottom of its card.
- A note on every outcomeDrop a card into an outcome and add a line on why.
- Follow-ups in your calendarThe calendar feed adds follow-ups and pipeline due dates.
- Archive a pipelineIts targets stay, and you can restore it any time.
- Ash works the boardAsh adds people, moves targets and logs follow-ups.
- Ash drafts the pitchFrom your records, for you to send from your own email.
Questions about Outreach
How do I send a pitch?
Write from your own email, then log the follow-up in Plya and pick when to try again. Ash can draft the email from your records for you to copy.
How will I know when a follow-up is due?
Follow-ups lists every target by Overdue, Today, This week and Later, and the rail shows a red dot when one is overdue. Turn on the calendar feed to see follow-ups in your own calendar too.
Can the same gallery be on more than one pipeline?
Yes. A contact or organization can be on many pipelines, once on each, with its own stage on each one.
What's the difference between a lead and a target?
A lead is a person you're chasing, kept in Network as a contact. A target is one card on a pipeline: a contact or organization with its stage, follow-ups and notes.
Can I change a pipeline's stages?
Yes. Click a stage's name to rename it, add a stage or outcome at the end of the board, or delete one and pick where its targets move.
