Components
- Data enrichment for personalization
- AI-generated content that sounds human
- Multi-channel sequences (email, LinkedIn)
- Human oversight for quality
Basic Email Workflow
Step 1 — Import:
Get leads from @Google Sheets where Status = "Not Contacted"
For each lead:
- Get company info from @Apollo
- Find recent news via @Perplexity
- Identify pain points
For each lead, write a personalized email:
- Reference something specific about their company
- Connect to a relevant pain point
- Under 100 words
- Clear CTA
@form Review emails:
- Show recipient, subject, preview
- Allow editing
- Approve or reject each
For approved emails:
- Send via @Gmail
- Log to spreadsheet
- Update status
Multi-Touch Sequences
Day 0: Initial email
Day 3: Follow-up if no reply
Day 7: LinkedIn connection
Day 14: Final email, different angle
Personalization
By trigger
If company just raised funding:
- Congratulate on the raise
- Connect to growth challenges
By industry
SaaS: Focus on MRR, churn, scaling
E-commerce: Focus on conversion, AOV
Agency: Focus on client acquisition, margins
By role
CEO: Strategic outcomes
VP: Team efficiency, metrics
IC: Daily workflow improvements
Compliance
Always follow email compliance requirements.
Required
- Clear sender identification
- Physical address
- Unsubscribe link
- Honor opt-outs immediately
GDPR (EU leads)
- Lawful basis for contact
- Data access/deletion options
- Document consent
Deliverability
- Warm up new domains
- Reasonable daily volume
- Monitor bounces and spam complaints
A/B Testing
Subject lines
A: "Quick question about {{company}}"
B: "{{name}}, saw your recent announcement"
Send 50/50, track opens, use winner
Message angles
A: Pain-focused ("Struggling with X?")
B: Gain-focused ("Achieve Y faster")
Track reply rates
Tips
- Quality over quantity — 20 great emails > 200 generic
- Research genuinely — Personalization should be real
- Test first — Send to yourself before batch
- Track everything — Data helps you improve
Next
