Sales outbound research that stops at a review list
Score 25 CRM accounts and draft outreach, then send nothing.
By Bot Cookbook
- Recipe
- Business
- CRM, email
- 14 Oct 2026
Research the 25 accounts in this CRM view. Score them against our ideal customer profile (ICP) and recent intent, identify up to three relevant contacts per account, and draft email and LinkedIn outreach in the style examples attached. Skip anyone already in an active sequence. Return a review list; do not send or enroll anyone.
Method
- 01
Connect the CRM, and email when you want drafts you could send later
The role also uses product-intent sources, company websites, and professional networks where their terms allow. Start with read-and-prepare work.
- 02
Paste the starter prompt
It asks for the 25 accounts in the CRM view, a score against your ideal customer profile and recent intent, up to three contacts each, and unsent outreach. People already in an active sequence are skipped.
- 03
Review the list
Read the scores, the contacts, and the drafts. Nothing is sent and nobody is enrolled.
- 04
Schedule it only after the list is reliable
A nightly routine should stop at the same review list. Sending and enrolling stay behind a later yes.