A controlled process, from first call to go-live
No black boxes. Every stage is explained, tested, and approved by you before the workflow runs on its own.
- Stage 1
Discovery call
A short conversation about your business, the customers you want to reach, and how you handle outreach today. We'll tell you honestly whether the service is a good fit, and outline scope, pricing, and any third-party software costs before you commit.
- Stage 2
Onboarding & account permissions
You grant the specific access the workflow needs, such as your Outlook account and prospect sheet, from your own accounts. We request only what's required, never ask you to share passwords in email or chat, and you can revoke access at any time.
- Stage 3
Configuration
We build your prospect criteria, tracking sheet, messaging guidelines, and drafting setup. You review the target profile and sample messaging so drafts sound like your business.
- Stage 4
Controlled testing
We run the workflow on a small test batch and check the results with you: that drafts land unsent in Outlook, records update correctly, and unapproved or duplicate records are not drafted.
- Stage 5
Go-live, only after your approval
Nothing moves into regular operation until you've seen the test results and given the go-ahead. If something needs adjusting, we adjust it first.
- Stage 6
Ongoing monitoring & monthly reporting
We keep the workflow running, watch for errors, and refine targeting and messaging. Each month you get a clear summary of prospects researched, drafts created, and what we're adjusting next.
This process describes AI Commercial Outreach, available now. The AI Photo Manager, launching soon, runs hands-off after a quick setup.
What a typical cycle looks like
Prospects are researched and reviewed, drafts are prepared, and you send the ones you want.
- ResearchProspects matched to your criteria
- ReviewContacts verified & checked
- DraftPersonalized emails written
- ApprovalRecords approved for drafting
- You sendFrom your own Outlook
- TrackStatus kept in one place
What we'll need from you
A clear target
Who you want to reach and what you offer them. We'll help you sharpen it during discovery.
Account access
A working Outlook account and the permissions the workflow needs, granted from your side.
A few minutes to review
Time to read drafts, make edits, and send the ones you're happy with.
Ready to start with a discovery call?
We'll learn about your business and tell you plainly whether managed outreach makes sense for you.