Onboarding · Mad Out Reach

activated Started Mon 04 May 02:02 · Updated Mon 04 May 21:54

Each lead has dozens of attributes pulled from the lead-gen pipeline. The AI sees only the ones you tick here when it writes emails. Less is often more — the AI insights block is the heavy lifter; SSL/SEO fields are usually noise unless you're targeting tech-aware buyers. Saved to companies.prompt_fields_json.

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What the AI will see Sample lead: Riverside Plumbing & Heating

This is the literal user-message OpenAI receives when generating emails for this client, with the synthetic demo lead's values plugged in. If you ticked a field that contains a pre-written pitch, you'll see it here verbatim — and so will the AI. Anything off? Untick fields, save, and recheck.

Generate a cold outbound email sequence for this lead.

--- Lead profile ---
- ai_category: Home Services > Plumbing & heating
- ai_description: Riverside Plumbing & Heating is a family-run plumbing and heating firm covering south-east London. Twelve engineers on the road, Gas Safe registered, mostly emergency callouts plus boiler installs and bathroom refits. Booked through phone or website form; long-standing referral relationships with a handful of letting agents.
- ai_services: Emergency callouts (24/7), boiler servicing & installation, leaks and burst pipes, bathroom installations, landlord gas safety certificates, power-flushing.
- business_url: riverside-plumbing.co.uk
- ch_company_name: Riverside Plumbing & Heating Ltd
- city: Lewisham
- company_name: Riverside Plumbing & Heating
- county: Greater London
- director_age: 48
- director_first_name: James
- director_name: James Whitcombe
- industry: Plumbing & heating
- recipient_email: [email protected]



Generate 4 emails total: 1 initial + 3 follow-ups.
Follow the STYLE GUIDE in the system prompt — every email in the
thread must match the example email's voice, structure, opener,
and sign-off. Each follow-up adds a new angle while staying in
the example's voice; the final email is a short break-up but
still in the example's voice.
Use plain text only (no markdown).
Subject lines should be specific and non-clickbait — no ALL CAPS, no emojis.
Make subject lines short (under 60 characters), grounded in the lead
data (their category, location, or a specific detail), and avoid
vague openers like 'A quick note about' or 'Thought I'd reach out'.

Respond as valid JSON only, with no prose outside JSON:
{"emails": [{"step": 1, "subject": "...", "body": "..."}, ...]}