The Challenge
Effective outreach requires research:
- Company information — industry, size, recent news
- Prospect details — role, background, interests
- Relevant references — similar customers to mention
- Personalized angle — why they specifically should care
This research takes 30-60 minutes per prospect, limiting outreach volume and quality.
The AI Desk Solution
AI Desk researches prospects, finds relevant proof points from your customer base, and drafts personalized emails ready for your review.
The Workflow
Step 1: Input Target Prospect
Input: "Research and draft outreach for Dana Kim at Acme Corp"
Connectors Used:
├── LinkedIn (prospect data)
├── Web search (company news)
├── Salesforce (similar customers)
├── Google Drive (case studies)
└── Gmail (draft creation)
Step 2: Deep Research
AI Desk gathers:
- Company overview, size, industry
- Recent news and strategic priorities
- Prospect's role and background
- Similar customers in your base
- Relevant case studies
Step 3: Personalized Draft
Creates email with:
- Specific hook based on research
- Relevant social proof
- Clear value proposition
- Appropriate call-to-action
Example Output
📧 Prospect Research & Draft
COMPANY RESEARCH: Acme Corp
├── Industry: Manufacturing / Supply Chain
├── Employees: 2,500
├── Revenue: ~$400M (estimated)
├── HQ: Chicago, IL
└── Recent news: Announced digital transformation initiative
PROSPECT: Dana Kim
├── Title: VP of Operations
├── Tenure: 3 years at Acme
├── Background: Previously at Deloitte
├── LinkedIn: Active, posts about operational efficiency
└── Signal: Recently engaged with AI content
SIMILAR CUSTOMERS
├── TechManufacturing Co - Same industry, 40% efficiency gain
├── GlobalParts Inc - Similar size, reduced manual work by 60%
└── SupplyChain Pro - Digital transformation success story
DRAFTED EMAIL
Subject: Quick thought on Acme's digital transformation
Hi Dana,
Saw Acme's recent announcement about the digital transformation
initiative — exciting times for the operations team.
We've been working with manufacturing companies like TechManufacturing
Co on reducing manual data work across their operations workflows.
They saw a 40% efficiency gain in their first quarter.
Given your background in operational efficiency, thought you might
find the approach interesting. Would a 15-minute call next week
be worth exploring?
Best,
[Your name]
PERSONALIZATION NOTES
• Referenced their public announcement
• Matched to similar customer
• Connected to their LinkedIn interests
• Kept ask low-commitment
Value Proposition
- Time Saved: 1 hour per prospect
- Higher Response Rates: Personalization works
- Consistent Quality: Every email well-researched
- Scale: 10x your outreach volume
Part of the 100 Days 100 Usecases campaign. View all usecases