Outbound Prospecting

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.

Every weekday morning, researches the next few names on the target list and leaves a first-touch draft for each one, waiting on your yes.

Every Friday, what went out this week, what came back, which rows are waiting on you, and where the list is running thin.

Every Monday, adds new companies and named people that match your ideal customer so the list never runs dry.