Research every new lead and draft a personal first email
When a lead comes in, an agent reads their company site, scores the fit against your ideal customer and drafts a short, specific email for you to approve.
- Difficulty
- Builder
- Setup time
- 3.5 hr
- Monthly cost
- $40/mo
- What it saves
- 15 minutes per lead
How to do it
- Trigger on a new form entry, CRM record or CSV row.
- Fetch the company homepage and about page.
- Have the agent summarize what the company does and who it serves.
- Score fit from 1 to 5 against your ideal customer, with a one-line reason.
- For scores of 3 or more, draft a first email under 110 words that mentions one true, specific detail.
- Put drafts in Gmail drafts or a review queue; nothing sends without your approval.
- Follow anti-spam law: include an opt-out and your business address, and only email people you have a lawful reason to contact.
The prompt
My ideal customer: {{icp}}.
LEAD: {{name}}, {{role}} at {{company}} ({{industry}}, {{size}}).
Website summary: {{site_summary}}
Step 1. Return JSON: {"fit": 1-5, "reason": "one sentence", "likely_problem": "one sentence"}. Use "unknown" for anything not in the data.
Step 2. If fit is 3 or more, write an email under 110 words: a subject under 6 words, a first line that mentions one specific true detail from their site, one sentence on the likely problem, one sentence on how I help with a concrete result, and a question as the call to action. No buzzwords, no flattery, no claims I cannot back up. Sign as {{my_name}}.
Blaze School prompt pack
The full version adds variations, error handling and a checklist. It is part of Blaze School.
Members get every prompt pack.
Where this comes from
A build we designed. Not yet tested end to end.
Tried this? Tell us how it went and help move its proof level up.