Run self-managed outreach sequences

Run self-managed cold email sequences against CRM prospects with reply classification and routing

When you have prospects in a CRM and need a self-managed loop that sends sequences, tracks replies, and auto-updates CRM state.

• · CRM prospects with Next Touch Date
• · Brand context (voice, offer, sequence templates)
• · Gmail account for sending

• · Sent emails with tracking
• · Inbound reply classification (interested / not now / wrong person / unsubscribe / OOO)
• · CRM state updates and follow-up scheduling

• · Gmail for sending
• · Notion CRM for prospect state
• · Slack for notifications

• · CRM has prospect records with Next Touch Date
• · Sender persona and sequence templates are defined in sales.md
• · Gmail account is authenticated
• · Reply routing rules are set

• · Sends during learning phase (kills algorithm)
• · CTA is too aggressive or unclear
• · No unsubscribe handling
• · Reply classification is too broad

• · Cron-triggered workflow (send due emails, poll replies, update CRM)
• · Reply classification rules (interested → book, not now → nurture, wrong person → ask referral)
• · Brand voice enforcement
• · State machine for CRM row lifecycle
• · Slack digest per send batch