Sales outreach
Pipeline Builder
Stands in for
The first sales rep you are not ready to hire yet.
What it does
Most sales are lost in the follow-up, not the first email. Pipeline Builder handles both. Each weekday it finds people who fit the customer you describe, sees how well each one matches what you sell, and drafts a first message into your own mailbox. It picks up your writing style from emails you have already sent.
It also keeps track of every open conversation. When it is time for the next touch, the draft is waiting for you. That way nobody goes cold just because you had a busy week. In Prepare Only mode every message stays a draft until you read it and press send.
Its routines
Each weekday
- Prospect search Finds new people and companies that match your criteria.
- Fit check Rates how well each prospect matches what you sell and drops the weak ones.
- First message drafts Writes a personal opening email for each good prospect, saved as a draft.
- Follow-up drafts Spots conversations that are due a next step and drafts the follow-up.
Once a week
- Pipeline review Summarizes who is warm, who went quiet and who needs a call.
Once a month
- Voice tune-up Rereads your recent sent emails and updates its writing style.
- Criteria review Looks at who replied and suggests changes to who you target.
What it drafts for you
- First outreach emails, saved in your mailbox
- Timely follow-ups for open conversations
- A weekly pipeline summary
What it won’t do
It never…
- Send an email or message for you
- Add people to a mailing list
- Make offers, discounts or promises on your behalf
Its first week
- Day 1: you describe your ideal customer and share a few emails you have written.
- Days 2 to 4: it finds prospects and drafts messages that you edit and send.
- Day 5: it runs its first pipeline review.
- End of week: you check reply rates and tell it what to change.
Good for
- B2B service firms
- Agencies and freelancers
- Software companies selling to small businesses
The full version is in the course
The course shows you how to set this employee up and check its work.
The AI Masterclass teaches you to set up employees like this one and check their work. The plans start free.