~/recent-builds/outreach-system

An outreach system that works through the list

A custom sales tool that writes, sends and tracks outreach, drafts replies, handles quotes and invoices, and follows up.

client
Client under NDA
type
System
status
live
tools
notionoutlook

~/what-broke → what-we-built

problem 01/04

Outreach was eating his week. Every email was written, sent and tracked by hand, so most people never heard back.

--the-fix

The list sends itself

Each person on a simple Notion list gets a personalised email from his own Outlook, and their row flips to Contacted.

problem 02/04

There was no way to tell who had opened an email or replied.

--the-fix

Opens and replies, tracked

Email activity is tracked back on the same list, so it's obvious who's interested.

problem 03/04

Leads went cold because following up depended on memory.

--the-fix

Follow-ups that stop themselves

Anyone who doesn't answer gets a follow-up. It stops the moment they reply.

problem 04/04

Every reply, quote and invoice was written from scratch.

--the-fix

Drafts, quotes and invoices on tap

Replies are drafted for review, and quotes and invoices are generated from the same record.

~/how-it-runs

What it does, step by step.

Each circle is one step, in the app where it happens. Click a step to see what it did.

ran 5 steps

  1. NotionA new person is added to the listMia Thornton · mia.t@example.com
  2. OutlookSend a personal email from your inbox"Speaking at your March conference?" sent 09:02
  3. NotionMark them as contactedContacted? → Contacted
  4. WaitWait three daysChecked again on Thursday
  5. Only if: no reply yet.OutlookSend a follow-upFollow-up sent to Priya Shah

example data

Each person on the list gets a personal email, and opens, replies and follow-ups are handled from the same list.

$ next --step

Want something like this?

Tell us about it on a free 20-minute call. If it can be automated, you'll leave with a clear idea of how and what it would cost. If it can't, we'll say so.

Prefer email?

$ book --intro-call · 20 min · free

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