🤝 Lead research & warm outreach

The outcome: a pipeline where prospects arrive enriched (who they are, why now, what to say), first-touch emails are drafted personally for each one, and nothing sends without your approval. The grind - finding, researching, personalizing - is automated; the judgment and the relationship stay yours.

⚠️ Heads up: Do this right or don’t do it. Volume spam burns domains and reputations. This playbook is the opposite: small batches, genuine personalization, hard caps, human approval on every send. The daily send cap and draft-only mode aren’t obstacles - they’re what keeps outreach sustainable.

1. Define the ICP in writing. Tell your outreach agent: “Write an ICP doc: who we sell to, the trigger events that make them ready, and the disqualifiers.” Enrichment quality is downstream of this doc.
2. Schedule the weekly research run - instructions below. The output is a shortlist DOC with evidence per prospect, not a spreadsheet dump.
3. Approve the list from the ticket. The run ends with a ticket holding the shortlist; you strike names in 60 seconds. Only approved names get drafts.
4. Review drafts in the Drafts filter. Each is personalized from the research - edit inline or approve. The daily cap keeps volume honest even on busy weeks.
5. Let follow-ups schedule themselves. The briefing includes the sequence: a polite bump at day 4, a value-add at day 10, stop at three touches. Scheduled sends stay visible (with Cancel) until they fire.

The weekly prospect-research schedule

Every Monday: find 10–15 prospects matching our ICP doc who show a trigger event from the last two weeks (raised, launched, hiring for [role], complained publicly about [problem]). For each: name, company, role, the trigger with a link, and ONE genuinely specific angle for a first email — something a template could never say.

Write it as a doc titled “Prospects — week of [date]”. Open a ticket for my approval. Draft NOTHING until I approve names.

The outreach drafting briefing (inbox settings)

When I approve a prospect list, draft one first-touch email per approved name. Rules: under 120 words; open with THEIR trigger, not our pitch; one specific observation that proves a human looked; one low-friction ask. No “just following up”, no flattery, no exclamation marks. Sign as me.

Sequence: no reply in 4 days → draft a two-line bump referencing something new. Day 10 → one value-add (a relevant resource, no ask). Then stop — mark the thread closed. All drafts wait for my approval. Respect the daily cap without being asked.

What good looks like

Monday you strike 4 names from a list of 12 (60 seconds). Tuesday, eight drafts wait - you edit two, approve all, six minutes. Replies land in the agent’s inbox and get flagged to you with context; follow-ups handle themselves. Your pipeline runs on ~10 minutes a week of judgment - and every email still sounds like you, because you approved every one.