Sales & Outreach Free template

Sales Prospecting Agent

Find prospects and draft outreach.

Use this template About 5 minutes to set up

Your instructions. Your apps. Ready to customize.

Example output

From target account to first draft

  • Acme · A match for your customer profile
  • Why now · A relevant company update
  • Opening line · A personal reason to connect

From your request to a useful first draft

  1. 01

    Give it a starting point

    Find prospects matching our target customer and suggest a relevant first message.

  2. 02

    Work with your context

    Your agent uses its starter instructions and the sources you make available.

    • Apollo
    • Gmail
    • Google Calendar
  3. 03

    Review and make it yours

    From target account to first draft. Check the result, ask for changes and choose the next step.

About this template

A proactive sales agent that helps with prospecting and outreach. It researches target accounts, finds the right contacts, drafts personalized emails, and books meetings. Should suggest who to reach out to and why.

This is a starting point for an agent. Connect the sources it needs, review its instructions, then send your first message. Recurring runs can be configured separately.

Apps it works with

Choose which accounts your agent can use. You can connect missing apps during setup or later in your workspace.

Try a first message

Find prospects matching our target customer and suggest a relevant first message.

Add your own links, files or context. The example above is a suggestion; it is not sent automatically.

A few things to know

More ways to get started

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