How To Generate Outreach

What You'll Configure

Message Setup

• Service Positioning - Tell the AI whether to position you for keynotes, workshops, consulting, etc. on a per-lead basis

• Website Link - Smart mode (recommended) lets AI decide when to include your link, skipping it for assistants/coordinators who are routing your message elsewhere

• Send As - Generate emails from you directly or as your assistant

Message Personalization

• Add Your Angle - Optional but recommended. A quick whisper to the AI about your unique credential or expertise (e.g., "I speak on leadership through digital transformation")

• Profile Context - The backdrop that helps AI understand your full expertise (pulled from your profile settings)

Pro Tips

• Mix and match settings to see what generates the best responses for different lead types

• Always add a unique angle when possible - it makes messages more compelling

• Keep Smart mode on for website links unless you have a specific reason not to

• Test sending as yourself vs. your assistant to see what converts better

The AI handles the heavy lifting of crafting natural, conversational outreach - you just need to point it in the right direction with these settings.