An outreach agent for financial advisors that writes each email to the actual prospect
A personal note to every prospect, sent over the week — with replies sorted into hot, later, and no, so you call the right ones first.
Pull names from a sheet, send a personal note to each one over the week, and route replies into hot, later, and no.
The problem isn't the list. It's the 80 emails after it.
You bought a list of 600 business owners in your metro, or you exported every LinkedIn connection who runs a company. The list is fine. The work is sending 600 emails that don't read like 600 emails, then keeping track of who opened, who replied 'not now,' and who you promised to circle back to in Q3.
Mail-merge tools paste a {firstName} and call it personalization. Compliance hates the blasts, prospects ignore them, and your domain gets flagged. This agent works one row at a time: it reads what you know about each prospect, drafts a first line that references their company or industry, and shows you the whole batch before anything leaves your outbox.
What it actually does with your list:
- Reads a Google Sheet of prospects and writes a distinct opening line per row from the fields you have
- Sends in small staggered batches across the day so the pattern looks human, not like a blast
- Caps the volume so a new domain warms up instead of getting torched on day one
- Watches the inbox and sorts replies into interested, push-to-later, and decline
- Logs every prospect, send, and reply into the CRM so nothing lives only in your head
Nothing sends without your sign-off on the first batch. You review the drafts, fix the two that are off, and approve. After that the agent runs the cadence and brings you the replies that need a human.
Related pages in this workflow
These pages cover the adjacent jobs buyers usually compare before choosing an AI agent.
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- AI Cold Outreach Agent — Personalizing cold email at volume is a full-time job; a blast just burns your domain. The agent does both — and books the replies — so you only show up for the meeting.
Frequently asked questions
Is this just mail merge with extra steps?
No. Merge inserts a field into a fixed template. This reads each prospect's row and writes a different opening line for each one before you approve the batch. The body can vary too if your notes differ enough to justify it.
Will it wreck my domain's deliverability?
That's the point of the cap and the stagger. It sends a small number per day spread over hours, not a 600-email blast at 9am. You set the daily ceiling. For a new domain, start low and let it climb.
How does it handle compliance and disclosures?
It uses the language and disclaimers you give it. You review every batch before it sends, so a compliance officer can sign off on the template and the agent stays inside it. It won't invent claims about returns.
What happens when someone replies?
It reads the reply, classifies it as interested, later, or no, updates that contact in the CRM, and stops the sequence for that person. Hot replies get surfaced to you with the thread so you can take the call.
Can I run different campaigns for different segments?
Yes. Point it at one sheet for business owners and another for pre-retirees, with a different angle for each. Each run is its own batch you review separately.
How much does it cost?
$49/month or $490/year — cancel anytime. Setup takes about four minutes: connect your email, drop in a sheet, and approve the first batch. It's in public beta.
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