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.

investorStep 1

Investor cold — founder reaching out

Founder cold-emailing an investor. Lead with traction + thesis match.

draft · your voice
{Company} — quick intro
Hi {FirstName}, I'm {FounderName}, founder of {Company}. We're building {OneLiner} and just hit {Milestone}. Noticed {In…
investorfundraising
investorStep 2

Investor — followup

Follow-up to a cold investor email with a fresh signal.

draft · your voice
Re: {Company} — quick update
Hi {FirstName}, Quick update since I last wrote: {RecentMilestone}. If the timing is wrong on your end, no worries. If y…
investorfundraising
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.