Goals to start with
Find new customers
A prospect list, why each one fits, and a first message for each.
What to ask
Say who your best customers are, and who you want more of. For example: "Find gift shops in Vermont and Ontario that stock candles, and write to each one."
Who does what
| AI teammate | Work |
|---|---|
| Sales | The prospect list, why each one fits, the first message and the follow-ups |
| Product | Who the best customers are, from your record and your business knowledge |
| Marketing | The material each message points to: a wholesale page, a product sheet |
What comes back
A list of prospects, each with the reason it fits and a first message written for it. Messages go out when you send them, or on the schedule of an ongoing assignment, such as outreach every Monday.
Follow-ups
Replies and pipeline movement are kept in the record. Sales plans the follow-ups from them.
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