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.

Join the waitlist

What it installs

Agents 1

  • SDR Agent

    Researches and qualifies prospects, then drafts outreach for approval.

Workflows 1

  • Cold email pipeline

    Qualify prospects, draft outreach, self-critique against the skills, revise, and hand off for approval.

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.

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 1

  • Weekly outreach run

    Qualifies prospects, drafts outreach, and updates the pipeline on the schedule you choose.

Folders 1

  • Cold email pipeline

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • 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.

Get started

Install Cold email & sales pipeline assistant and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.