~/work/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.

~/watch-it-run

What it does, step by step.

  1. 09:02Done: Mia Thornton → personalised email sent
  2. 09:04Done: Jake Ellery → personalised email sent
  3. 11:40Mia opened the email
  4. +3dno reply from Priya → follow-up sent
  5. +4dDone: Jake replied → reply drafted for review

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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