Overnight prospect research, with outreach drafts to approve each morning
The Bot researches target accounts overnight, scores each contact on fit and timing, and drafts an email and a LinkedIn note in your voice. You approve the morning list.
What the Bot is set up to do
- Describe your ideal customer in a few lines, and give it a list of accounts or criteria to find them.
- Connect your email and CRM or sheet so it skips anyone already contacted.
- Add a nightly routine. Every send waits on a draft card.
Prompt
Every night, take the next [10] accounts from [sheet / CRM view].
For each account:
1. Research the company: what they sell, recent news, hiring, funding, and posts from their leaders on X or LinkedIn in the last 30 days.
2. Pick the best contact for [our offer]. Score them 1–5 on fit and 1–5 on timing, with one line of evidence for each score.
3. Skip anyone already in [CRM] or emailed in the last 90 days.
4. For scores of 4 or higher, draft a 90-word email and a 300-character LinkedIn note in my voice. Mention one specific thing from your research. No invented compliments or claims.
Leave a review list for 8am: account, contact, scores, evidence and drafts. Don't send anything.Business fit
Who this helps, and how:
- AgenciesAgencies and consultants build a pipeline without a full-time sales rep.
- StartupsFounder-led sales gets researched, personal drafts every morning.
- Local & serviceB2B service businesses, like commercial cleaners or IT support, can work a list of local companies.
How to adapt it
Sharpen the scoring with your wins: "Here are our last 10 customers. Score similarity to them."
Keep volume low while you test. Ten accounts a night is plenty to review.
Check the email rules in your market before scaling cold outreach.