New Lead Personalized Outreach Writer

What does this mean?

Delivers timely, relevant outreach at scale with consistent quality and governance—boosting reply rates and speed‑to‑lead without adding manual work.

How it works?

Triggers on new leads (e.g., web signups, list uploads, event scans, partner referrals), enriches with firmographic/role/activity data, drafts a personalized first-touch email, routes to a human for quick approve/edit, then sends and logs back to the CRM with correct ownership and campaign attribution.

Workflow steps

Step 1: Trigger on new lead

The Workflow activates automatically when a new lead enters your CRM—whether through HubSpot, Salesforce, or connected web signups, list uploads, event scans, or partner referrals.

Step 2: Enrich lead data

A Research Agent searches the web to pull firmographic details, role information, and recent activity—building a complete picture of the prospect and their company.

Step 3: Draft personalized outreach

Cassidy crafts a tailored first-touch email grounded in your Knowledge Base—referencing your messaging guidelines, value props, and tone to speak directly to the lead's context and needs.

Step 4: Route for human review

The draft is sent for human-in-the-loop approval, giving a team member the chance to quickly approve, edit, or reject before any outreach goes out.

Step 5: Send and log to CRM

Once approved, the Workflow sends the email and logs the activity back to your CRM with correct ownership and campaign attribution—keeping your pipeline accurate and fully visible.