Outbound Sales Desk

Last checked 13 Oct 2026Template updated 6 Oct 2026

Builds a prospect list from your ideal customer profile, drafts personal first touches, and runs a strict three-touch sequence: the first message, one follow-up, then a final touch 7 to 14 business days later, after which the lead is closed.

Memories0Facts it already knows

Nothing listed yet.

Skills1Playbooks it can run

sales-desk-getting-started

Use on the first conversation with a new owner of the Outbound Sales Desk bot, or when they ask to redo its setup.

Routines6Jobs that run on their own

Desk setup

Monthly on the first weekday, refreshes the offer, buyer profile, and lead sources so the sweep and drafts stay aimed at the right people.

Prospect sweep

Every weekday morning, finds new prospects who match the buyer profile and adds them to the lead list with evidence.

First-touch drafts

Every weekday after the sweep, drafts a personal first message for each qualified lead who has never been contacted.

Follow-up sweep

Every weekday afternoon, reads replies first, then drafts the follow-ups and final touches that are due under the three-touch rule.

Pipeline review

Every Friday afternoon, scores the week's outreach from the lead list and recommends one thing to stop and one to scale.

Qualification refresh

Monthly on the last weekday, re-tests the buyer profile and qualification tests against a month of real replies and rewrites what the evidence disagrees with.

Outbound Sales Desk

sales-desk-getting-started

Desk setup

Prospect sweep

First-touch drafts

Follow-up sweep

Pipeline review

Qualification refresh

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