Sales & outreach

How sales and outreach teams use AI agents

Outreach lives or dies on two things: relevance and follow-up. A cold email that shows you actually looked at the company gets a reply. A generic blast gets deleted. But the research that makes an email relevant takes ten minutes a prospect, and you have a hundred prospects, so the research never happens and the emails stay generic. Then the deals that do open need a follow-up on day 3, a different angle on day 7, and a breakup note on day 14, and those slip too because you were busy sending the first touch.

An AI agent is good at the part that does not scale by hand: read the prospect's site and recent news with live web search, find the one specific hook worth opening on, and write the email in your voice instead of a template everyone recognizes. It can draft a full multi-touch cadence in one pass, write the objection responses you keep fumbling on calls, and turn your messy post-call notes into clean CRM entries with clear next steps. The judgment about who to call and what to offer stays yours. The typing and the digging do not.

Set your product, your ideal customer, and your voice in Memory once, then save your best first-touch email as a Skill so every rep sends the same quality. The prompts below take outreach from a template you are embarrassed by to personalized email at the volume the pipeline actually needs.

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Capabilities this leans on

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Set up Memory once

Do this first. Every email and script below comes back specific to your product and in your voice, because the agent already knows what you sell and who you sell to.

Remember these facts about our sales motion: we sell a customer support inbox tool for DTC ecommerce brands doing $1M to $20M a year. The buyer is usually a head of CX or an ops lead. Our edge: we cut first-response time and unify email, chat, and social into one inbox, with setup in a day, not a month. Price starts at $99/mo. My voice is direct, friendly, low-pressure, and short. Common objections: 'we already use Gorgias' and 'we're too small to switch.' Never open with 'I hope this email finds you well.'

1.Research a prospect before you write a word

Live search turns ten minutes of digging into a 30-second brief and a hook.

Search for everything relevant about Allbirds-style DTC brand Bombas: what they sell, their support channels, any recent news or hiring for CX roles, and what tools they seem to use. Give me a 5-bullet brief plus the single best hook for a cold email about cutting first-response time.

Based on that, what's the most likely objection this specific buyer would have, and what's the one line I'd use to get ahead of it?

Now do the same research and hook in one tight paragraph for these 5 brands: [paste list].

What you get: A sourced brief and a real opening hook per prospect, without the dozen-tab dig.

2.Personalize cold email at volume

Same proven structure, genuinely different opener for every account.

Write a cold email to the head of CX at Bombas using the hook from the research. Under 90 words, direct and low-pressure, one specific observation about them, one clear value point, a soft CTA asking for a 15-minute look, not a hard close. No 'hope this finds you well.'

Give me 3 subject line options under 40 characters that reference their world, not ours.

Now write the same email for the other 4 brands, keeping the structure but making the opening line genuinely specific to each one. Don't reuse phrasing across them.

What you get: Five cold emails that each read like you researched them, sent in the time one used to take.

3.Handle objections without freezing

Get clean, honest responses to the pushback you hear on every call.

Write a short, honest response to 'we already use Gorgias' that acknowledges it, doesn't trash them, and names one concrete reason a growing brand switches to us. Keep it conversational, like I'd actually say it on a call.

Do the same for 'we're too small to switch right now' and 'send me some info,' which usually means no. Give me a spoken version and a one-line follow-up email version for each.

Turn these into a one-page objection cheat sheet I can keep open during calls.

What you get: Calm, specific objection responses you can say out loud, plus a cheat sheet for live calls.

4.Build the follow-up cadence

Draft the whole sequence the moment a prospect goes quiet.

Write a 4-touch follow-up cadence for a prospect who opened my first email but didn't reply: a day-3 nudge with a different angle, a day-7 short case-study email, a day-12 value drop with no ask, and a day-16 breakup email. Keep each under 70 words and never guilt-trip.

Rewrite the day-7 email to reference a result a similar DTC brand saw, phrased honestly without made-up numbers.

Give me a one-line LinkedIn connection note to send alongside the day-3 email.

What you get: A full follow-up sequence ready to load, so quiet prospects still get worked.

5.Turn a call into CRM notes and next steps

Paste or upload your messy notes; get a clean record and a clear next action.

Here are my rough notes from a discovery call with Bombas. Turn them into a clean CRM summary: current tools, pain points, who was on the call, budget signals, objections raised, and a clear next step with a date.

From the same notes, draft the recap email I'd send the prospect: thank them, restate the two problems they named, and propose a specific next meeting.

List the 3 follow-up tasks I should log, each with a suggested due date.

What you get: A tidy CRM entry, a recap email, and dated tasks from notes you would otherwise never write up.

6.Save your best email as a Skill and stay on cadence

A reusable Skill keeps quality consistent; scheduled tasks keep the pipeline moving.

Turn my first-touch cold email structure into a reusable Skill called 'First touch' so I can paste a prospect name and get a personalized draft every time, in our voice and under 90 words.

Every weekday at 8am, give me my outreach list for the day from my pipeline: who to follow up with, which touch they're on, and the angle to use.

(From Slack) New lead just came in from a Bombas competitor. Research them and draft a first-touch email I can review on my phone.

What you get: A saved first-touch Skill every rep can use and a daily worklist that keeps follow-up from slipping.

Run your first prompt

Open the Agent, paste any prompt above, and change the details to fit your business.