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Turn research into two message variants

Give your Outbound Agent a template, a research question and two clear paths to a relevant message.

01

Choose research that changes the message

Start with already-qualified traxy leads. Ask for facts that affect your offer: an ad format, a hiring need or a workflow the company uses. Avoid gathering details you will never use.

Outbound Agent research step listing what the agent will look for, with qualification checks and message inputs
Qualification checks decide whether a lead fits. Message inputs fill your draft.
02

Write two approved openings

For an ad agency, one opening could address a missing ad format and the other a small share of that format. Set a clear rule for each variant and keep leads with unresolved research out of delivery.

Outbound Agent message variant with the rule for when it is used and an opener with research fields
Each variant states when it is used. Research fields slot into the opener.
03

Keep the proof and ask specific

Follow the research with a relevant case study and its verified result. End with one easy ask, such as offering to send winning ads or an example that fits their business.

04

Review examples before running the sequence

Check leads from both branches. Confirm that each claim matches the research, the case study fits and the message sounds like you. Choose manual or automatic approval and connect your delivery workflow.

Outbound Agent batch results showing ten generated drafts for test leads
Test results show every draft before anything is sent.
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