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.
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.
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.
Test results show every draft before anything is sent.