TEMPLATES

Proven plays, ready to run.

Each template is a complete recipe — a research angle, a multi-step sequence, and a qualification setup. Pick one, point it at your list, and approve every send. Tune anything; nothing is locked.

bdStep 1

BD — partnership outreach

Standard BD opener proposing a partnership exploration.

draft · your voice
Idea: {PartnerCompany} + {OurCompany}
Hi {FirstName}, I lead partnerships at {OurCompany}. A few of our customers also use {PartnerCompany} — and I've been th…
bdpartnership
bdStep 1

Agency BD — channel partnership

Outreach to agency partners proposing channel partnership.

draft · your voice
{AgencyName} + {OurCompany} — channel pilot?
Hi {FirstName}, We've been seeing more {ICPDescription} customers come through agencies like {AgencyName}. Curious if a…
bdagency
WHAT’S IN A TEMPLATE

More than a canned email.

01

A research angle

Tells the engine what to look for on each prospect — a launch, a hire, a tech-stack signal — so every draft opens on something real.

02

A sequence + cadence

A multi-step send schedule (e.g. Day 1 / 5 / 12) with the framing tuned for the scenario — warm, cold, or re-engagement.

03

A qualification setup

Pre-wired to your methodology so promoted replies land as deals with the right fields and stage gates already in place.

Live

Sales SDR

Cold outreach, conference follow-ups, re-engagement. Replace Apollo, Outreach, or Smartlead with research that actually goes deep.

Coming soon

Technical recruiting

AI-personalized candidate sourcing that references real work — respectful and candidate-first, not a recruiter blast.

Coming soon

Business development

Partnership and channel outreach with mutual-benefit framing and a peer-to-peer tone.

Run your first play free.

Pick a template, upload a list, approve the drafts. CRM + AI free, plus a 50-email trial — no credit card.