Outreach with a send hold
Outreach gets prepared and checked, then waits for you. You send each message from your own account.
Outreach Researcher
Finds businesses that fit and drafts a first message to each. It sends nothing; you release every one.
The ECHO line
It reports only the strongest candidates and says how many fell short. It never pads the list.
For owners who sell to other businesses and want outreach that holds up when the reader checks it. The role asks it to research within a budget you set, use only a named contact the business published, and quote your approved proof points word for word, with no claimed problem the business didn't state. Every send stays with you.
TO BE TESTED — RESULTS WILL BE SHAREDFrom how we run our own AI agent teamSetup: about 30 minAdvanced5 of 5 free opens left
At a glance
- Uses only a named contact the business published itself.
- Claims no problem the business didn't state, and quotes your proof points word for word.
- Reports the strongest candidates and how many fell short. Sends nothing.
Model fit
Best fit
- Everyday assistant
- Deep reasoning
Also fits
- Built into your business tools
Avoid
- Personal agent (acts for you)
Reading many pages and keeping each source straight suits a deep-reasoning model or an everyday assistant with web search; every page counts against your budget, so the biggest model isn't always worth the cost. If your CRM has a prospecting agent, keep it on review before sending, and avoid a personal agent that can send as you.
Where it runs
- Web browser
- Documents and files
Risk
- Relationship
- Rights
Outreach Researcher · RL-SQ-03
5 of 5 free opens left- ① Orientation
- ② Permission
- ③ Constraint ★
- ④ Invitation
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These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Sample handoff note (fictional business)
Settings that enforce it
- Run it in a separate account with no permission to send email or messages.
- If your tool can cap searches or spending, set the cap to match the budget in the paste.
- Keep your approved proof points (checkable facts about your business, in their exact wording) in one short file, and update it when a fact changes.
- When you release outreach, send it from an address on your own domain, with your mailing address in the footer. Email rules apply; this isn't legal advice.
- If your tool can't do one of these, leave that part of the job with a person.
One check before you trust it
Ask for ten candidates in an area where you know only a few businesses fit. It should come back with fewer than ten, say how many came up short and why, and draft no message that claims a problem the business didn't state.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.