Name: David Gilbert
Industry: Voiceover / Creative Services
Use Case: Client Outreach, Relationship Management, Follow-Up Tracking, Contact Organization
Title: Voiceover Artist
About David & Why He Chose Nimble CRM
As a professional voiceover artist, David Gilbert needed a central place to store his leads and contacts, mark them as potential clients, and organize his outreach efforts. He chose Nimble CRM because it allows him to send personalized outreach sequences, book interviews, and keep track of the unique pitches he tailors for each opportunity—all in one place.
The Challenge: Managing Outreach with Static Spreadsheets and a Crowded Inbox
Before Nimble, David was managing his outreach using a combination of spreadsheets and his Gmail inbox. His spreadsheets were static and difficult to update—adding new contacts manually made it hard to track key details like lead type and lead source. Meanwhile, his inbox gave him no clear way to build or follow a consistent outreach strategy. He was constantly digging through threads to remember who he had contacted and when. On top of that, capturing information from LinkedIn profiles meant jumping between browser tabs and pasting data into separate files, with no unified place to store everything. David needed a smarter system to manage relationships, stay organized, and plan his follow-ups.
Free Guide
The ABCs of CRM
A Beginner's Guide to Understanding &
Using a CRM
Download Free
You’re All Set!
DownloadGet the most out of this guide by starting your free 14-day trial of Nimble today.
The Solution: Turning LinkedIn Leads into
Targeted Outreach with Nimble
With Nimble Prospector, David can now gather leads directly from LinkedIn and other websites in just a few clicks. He captures contact details, enriches them with key context, and fills in important lead fields like lead type and lead source—all in one place. From there, he adds them directly into a personalized outreach sequence tailored to the specific lead type, making it easy to pitch his voiceover services with relevance and precision. What used to take hours across multiple tools now happens in minutes within Nimble.
Step-by-Step: How David Gilbert Uses Nimble to Organize Outreach and Pitch His Voiceover Services
1. Identify Potential Clients on LinkedIn or Industry Sites
David begins by searching LinkedIn for creative directors, producers, and marketing professionals who may need voiceover services. He also browses company websites and directories for ad agencies and marketing firms.
2. Use Nimble Prospector to Capture Contact Details
Instead of copying and pasting info into a spreadsheet, David uses the Nimble Prospector browser extension to grab names, emails, job titles, social links, and company details in one click.
3. Fill Out Lead Fields to Organize His Pipeline
Inside Nimble, David fills out custom lead fields such as:
- Lead Type (e.g., Agency, Brand, Director, Studio)
- Lead Source (e.g., LinkedIn, Referral, Cold Outreach)
This lets him sort, filter, and plan messaging strategies based on each lead’s background and how they found him.
4. Add Leads to Personalized Outreach Sequences
Once leads are enriched and categorized, David places them into tailored outreach sequences. These email series are customized based on the lead type—so agencies, casting directors, and brands each receive messaging that speaks to their unique needs.
“I love that I can build a different sequence for each type of lead. It keeps my outreach relevant without having to start from scratch every time.”
5. Track Engagement and Follow-Up Activity
Nimble automatically tracks email opens and link clicks, helping David know when someone’s interested or if a follow-up is needed. He sets reminders, adds notes, and keeps a full history of interactions.
6. Keep His Contacts and Pitch History Organized
As David builds more relationships, he uses Nimble to store personalized pitch notes, meeting links, interview schedules, and client history—ensuring no detail falls through the cracks.
Nimble Helped David Simplify Outreach and Stay
on Top of Opportunities
As a solo voiceover artist, David needed a better way to manage his outreach efforts without juggling spreadsheets and disconnected tools. With Nimble, he finally has a central place to store his leads, define lead types and sources, and organize personalized outreach sequences based on who he’s targeting.
Whether he’s reaching out to agencies, brands, or producers, Nimble helps him stay consistent and professional in his follow-ups. The ability to quickly build lists, filter contacts, and send targeted messages saves him hours each week.
David is continuing to expand his use of Nimble to streamline more of his outreach process—giving him more time to focus on his craft.
Want to see how Nimble can help you stay organized and grow your business?
