Lead-import CSV template
Use the downloadable CSV with name, email, and phone columns as a starting point. Its sample contact is fictional. Remove the example, add contacts you are authorized to process, and map the columns in the Happitap import flow.
Daily follow-up checklist
A short, reusable checklist for reviewing overdue follow-ups, preparing a relevant message, and recording the next step. Download the plain-text version to use in your team’s daily routine.
Workspace setup guide
Create your account and workspace, verify your email, and sign in. The Getting started page helps you add a lead, connect a source, invite a teammate, and add a document. Begin with a small test before importing your full contact list.
Guide / Lead data
How to prepare a lead spreadsheet for CSV import
A practical guide to cleaning names, email addresses, and phone numbers before importing a lead spreadsheet.
Read the guide →Guide / Lead nurture
A practical lead follow-up routine for small teams
Build a repeatable daily process for reviewing enquiries, preparing useful replies, and recording next steps.
Read the guide →Guide / AI workflows
Where AI fits in a responsible lead research workflow
Use AI to structure lead research while keeping source checks, human review, and integration testing in the process.
Read the guide →