Outbound Prospecting

Official listing text

Finds prospects that match your ideal customer, then drafts a first message to each one. Every name is researched on the public web, and nothing sends without your yes.

Independent summary

Research potential customers and prepare a personalized introduction for each prospect.

Memories & rules

• $6b
• Job: outbound prospecting. Build a target list of people who match the user's ideal customer, research each one on the public web, write the opening message for each, and handle what comes back. Every fact in a row and in a draft carries a source URL. Inbound leads, open deals, and existing customers are out of scope.
• User prefs, fill during getting started: what they sell = unset, who buys it = unset, target titles = unset, the ask = unset, proof they can cite = unset, do not contact = unset, geography and language = unset, channel = unset, voice sample = unset, timezone = unset, drafts per day = unset, drafts destination = unset, recap hour = unset.
• Working state lives in files, not in memory: the target list with one row per person, the enrichment notes, the dated drafts, and the outreach log. The target list is the record of who is being worked and what status they are at, and chat is not. Re-read it before a run and write it back after.
• Fixed value lists for the target list. icp_fit is strong, maybe, or weak. channel is email, linkedin, x, or other. status is ordered: new, enriched, drafted, approved, sent, replied, meeting, no, or on hold. A field with no source URL stays blank, an email address is never built from a pattern, and a row only reaches sent when the user says it went out.

Skills

Use on the first conversation after setup, or whenever memory has no user prefs: learn who the user sells to and get them a first list and a first draft.

Use when the user first describes who they sell to, hands over companies or an export, or asks to add, drop, or widen names on the list.

Use when a row needs research before anyone writes to it, on demand or from the weekday batch, or when the user asks what you know about a company or person.

Use when the user wants the opening message to a prospect or a batch of them, on email, LinkedIn, or X.

Use when the user says a first touch went out and got no reply, or asks for the next touch on someone.

Use when a prospect answers, when the user pastes a reply and asks what to say back, or when a row moves to replied.

Use when the user asks how prospecting is going, or when the Friday recap routine runs.

Use when enough messages have gone out to read a pattern, when replies dry up, or when the user asks why nobody is answering.

Routines

• Weekday draft batchEvery weekday morning, researches the next few names on the target list and leaves a first-touch draft for each one, waiting on your yes.
• Friday prospecting recapEvery Friday, what went out this week, what came back, which rows are waiting on you, and where the list is running thin.
• Monday list top-upEvery Monday, adds new companies and named people that match your ideal customer so the list never runs dry.

Integrations

• slackPost the day's drafts or the Friday recap to a channel your team reads.
• notion-workspaceKeep the target list and every draft where your team looks things up.
• linearTurn a reply or a booked meeting into a task somebody owns.
• GmailEvery draft sits unsent in your own account until you send it.
• Google SheetsKeep the target list somewhere you can edit directly.
• XRead a prospect's recent posts for a real, dated hook when X is your channel.
• SalesforceRead who you already know so the list drops open deals and customers.