Dashboard

Outreach Staging

Manage approved proposals and active sequences

Glow Aesthetics

Sarah Chen
email

Quick thought on Glow Aesthetics' patient experience

Hi Sarah, I noticed Glow Aesthetics is opening a second location in Beverly Hills...

Approved 2 hrs agoStep 1/4

Parker & Associates Law

David Parker
linkedin

Saw Parker & Associates is hiring — quick idea

Hey David — saw your firm just posted for a paralegal. What if AI handled 60% of that intake work...

Approved 4 hrs agoStep 1/3

Luxe Aesthetics

Dr. Nina Reyes
video

2-min walkthrough: AI booking for Luxe Aesthetics

[Loom Video] Hey Dr. Reyes — quick video showing how we helped a similar practice...

Approved 8 hrs agoStep 1/3

ComfortPro HVAC

Jake Thompson
email

ComfortPro's summer booking rush — a 3-minute idea

Hi Jake, with summer around the corner, I imagine ComfortPro's phones are about to light up...

Approved 12 hrs agoStep 1/4

Prestige Mortgage

Angela Kim
email

Angela — thought on Prestige Mortgage's lead follow-up

Hi Angela, I noticed Prestige Mortgage is expanding into the Seattle market...

Approved 1 day agoStep 1/4
Default Sequence Template
4-step outreach sequence with multi-channel touchpoints
1

Initial Outreach

Day 0

Email/LinkedIn

Personalized first touch based on research brief

2

Follow-up #1

Day 3

Same channel

Value-add with case study or insight

3

Multi-channel Touch

Day 7

Alternate channel

LinkedIn if email, or vice versa

4

Break-up Email

Day 14

Email

Final touch with easy opt-out