Cold email & sales pipeline assistant
Each week an SDR agent qualifies prospects against your ICP, drafts peer-voice openers and follow-up sequences, keeps a living pipeline current, and lands one approval gate before anything is sent.
Saves you ~4.5 h / week
How it works
- Trigger
- On the “Weekly outreach run” schedule.
- Job
- Qualify prospects, draft outreach, revise.
- Outcome
- A qualified pipeline with personalized outreach drafts.
What it installs
Agents 2
-
SDR Agent
Researches and qualifies prospects, then drafts outreach for approval.
-
Cold email & sales pipeline assistant Quality Reviewer
Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.
Teams 1
-
Cold email & sales pipeline assistant quality team
The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.
Workflows 2
-
Cold email pipeline
Qualify prospects, draft outreach, self-critique against the skills, revise, and hand off for approval.
-
Outbound outcome readback
Load complete cohort results, separate reply, meeting, and deliverability outcomes, approve a decision, and preserve the learning.
Documents 1
-
Pipeline tracker
The living pipeline tracker the agent maintains across runs — one row per prospect. Adjust the columns and coverage target to fit how you run outreach.
Goals 1
-
Maintain 3x qualified pipeline coverage
Keep enough qualified, signal-backed prospects in flight every week to hit quota with margin. Success looks like: At every weekly run the pipeline tracker holds roughly 3x the qualified prospects needed for quota, each Hot lead carries a verified contact and a buying signal, and no contact lacks source lineage.
Skills 7
-
cold-email
Write B2B cold emails and follow-up sequences that earn replies — peer voice, problem-led personalization, one low-friction ask. Adapted from coreyhaines31/marketingskills/cold-email.
-
prospecting
Turn an ICP into a verified, scored, ready-to-outreach lead sheet across SaaS, B2B, and local-SMB motions, with compliance lineage. Adapted from coreyhaines31/marketingskills/prospecting.
-
sales-enablement
Create sales collateral reps actually use — decks, one-pagers, objection docs, demo scripts, value props tied to outcomes. Adapted from coreyhaines31/marketingskills/sales-enablement.
-
email-sequence
Design multi-touch outbound sequences where each follow-up adds a new angle, with increasing gaps and a breakup close. Adapted from coreyhaines31/marketingskills/cold-email (sequence guidance).
-
founder-sales
Founder-led outbound and selling — diagnose pain before pitching, qualify ruthlessly, keep momentum, design around how buyers buy. Adapted from refoundai/lenny-skills/founder-sales.
-
sales-qualification
Qualify leads ruthlessly — disqualify early, make the first call decide fit, treat time as the scarcest resource. Adapted from refoundai/lenny-skills/sales-qualification.
-
product-led-sales
Convert self-serve product usage into sales opportunities — define PQLs/PQAs, trigger help-first outreach off usage signals. Adapted from refoundai/lenny-skills/product-led-sales.
Schedules 2
-
Weekly outreach run
Qualifies prospects, drafts outreach, and updates the pipeline on the schedule you choose. ## Professional quality control Objective: complete the recurring Cold email & sales pipeline assistant operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Verify ICP fit, trigger evidence, contact lineage, conversation state, offer and policy limits, and every personalization detail. Outreach must sound like one informed person writing to another, without generic AI phrasing, fake familiarity, filler, hype, manipulative urgency, or reusable template lines disguised as research. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.
-
Weekly outbound outcome readback
Reviews outreach cohorts after their complete fixed post-sequence windows are due. ## Professional quality control Objective: complete the recurring Cold email & sales pipeline assistant operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Verify ICP fit, trigger evidence, contact lineage, conversation state, offer and policy limits, and every personalization detail. Outreach must sound like one informed person writing to another, without generic AI phrasing, fake familiarity, filler, hype, manipulative urgency, or reusable template lines disguised as research. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.
Connectors optional
-
HubSpot
Connects to HubSpot so the SDR agent can log qualified prospects and keep deal stages current alongside the pipeline tracker.
Open the HubSpot connector -
Attio
Connects to Attio so the SDR agent can log qualified prospects and keep deal stages current alongside the pipeline tracker.
Folders 1
-
Cold email pipeline
Requirements
- Web search and fetch access for prospect research — Prospect discovery and qualification depend on the provider's web tools for firmographics, trigger events, and contact verification.
- No bulk scraping or contact verification only on public channels — The agent uses the browser as an assisted research tool, never a scraper: no LinkedIn/Google Maps bulk extraction, no login-wall or CAPTCHA bypass, public business contact channels only, and a captured source URL + date per contact for CAN-SPAM/GDPR lineage.
Setup guide
How to Automate Your Cold Email Pipeline
A practical guide to running cold outreach with an agent: prospect qualification, peer-voice drafts, follow-up sequences, and approval on every send.
Read the setup guideDon't see your workflow? Describe it.
A sentence or two about a recurring job is enough. We design the playbook that runs it and show you exactly what it saves.