An outreach agent for financial advisors that writes each email to the actual prospect
A personal note to every prospect, sent over the week. Replies get 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 list is the easy part. The 80 emails after it are the work.
You bought a list of 600 business owners in your metro, or 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 you have to track 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 and drafts a first line that references their company or industry. You see 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 like a person sending
- Caps the volume so a new domain warms up gradually and survives 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 the whole pipeline is written down
The first batch waits for your sign-off. 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
Buyers usually compare these adjacent jobs before choosing an AI agent.
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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?
No. That's what the cap and the stagger are for. It sends a small number per day spread over hours, where a blast would push 600 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. Any claim about returns has to come from your approved wording.
What happens when someone replies?
It reads the reply and classifies it as interested, later or no. Then it updates that contact in the CRM and stops the sequence for that person. Hot replies come 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 that you review separately.
How much does it cost?
Start with a 7-day free trial. Full access, no card needed. Then $49 per month. 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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