Getting started
Run a small outreach pilot
A practical setup and review checklist for a source-backed, measurable first campaign.
Define the experiment
- 1Choose one audience and one offer you can actually fulfill.
- 2Record your audience exclusions and a factual company observation with its source URL.
- 3Choose a small eligible list; deduplicate and check suppressions, DNC and previous replies.
- 4Define the observation window and what counts as a human reply, interested response, signup and activation.
Prepare the campaign
Connect a sender using the supported account flow. Inspect its connection state and spare capacity. Set the appropriate schedule, timezone and limits. The free campaign capacity calculator estimates lower bounds; it does not configure sending.
Prepare a different subject and body for each recipient using only supported facts. Include a truthful sender identity, one invitation and an opt-out. Read exact saved messages rather than relying on a generated summary.
Review and learn
Follow the campaign's selected review mode and required launch authorization. Resolve blockers before sending. A draft, queued message and actual send are separate states.
Monitor replies and apply explicit opt-outs through supported suppression controls. Compare the actual results with the original brief and change one part of the experiment at a time.
Useful resources: /outreach-prompts, /resources/agency-pilot-brief.md and /tools/cold-email-campaign-calculator.
Still stuck? Ask an AI that can actually fix it.
Open the Sidekick in your dashboard — it has these guides built in and can inspect and fix your account directly.
Or ask Claude with the MCP connector — same guides, same tools, from any Claude app.