Reaching out to a shortlist

Reach out writes a personal first email to everyone on a shortlist, or to the people you pick, in one go. Ladel finds each person’s email address, Haley writes each email around that person’s own career, and you review them before anything is sent. The emails go from your own mailbox, a couple of minutes apart.

Before you start#

• Connect a mailbox on Integrations. Without one, the window explains: “Emails go from your own Gmail or Outlook, so they land in your Sent folder and replies come to you. Connect one under Integrations first.”
• Optional: connect a calendar if you want to offer free times, or add a booking link in Settings if you’d rather people pick a time themselves.
• Have people on the shortlist. See Shortlists.

Step 1: choose who to write to#

Open Projectsyour projectShortlist. Then either:

• press Reach out to all N to write to everyone on the shortlist, or
• tick the people you want, or filter the list first, and press Reach out to N.

One batch can be 1 to 100 people. For a bigger shortlist, filter it into groups, for example by city.

Step 2: set it up#

The window Reach out to N people opens: “From your own mailbox, written for each person by Haley.” Fill in each part.

What it’s about

One or two lines about the role or reason. Haley writes each email around this and the person’s own career, in your words.

Send from

Pick the mailbox. If it has already sent a lot today, Ladel tells you how many more can go: “The rest wait and go tomorrow, so it isn’t flagged for spam.”

Ask for a call

Before anything sends

• Review each email: open and approve them one by one. This is the default, and the safest choice for a first batch.
• Skim, then send all: read any you like, then send the ready ones together.

Ladel remembers your choice for next time.

Check the lookup summary

Before you start, Ladel tells you what the batch will cost and who it will hold back:

• “Finds N emails: uses N of your team’s X lookups left this month”, or “Every email is already on file. No lookups used.” Found emails are kept on the shortlist, so nobody is looked up twice.
• “N held back: your team emailed them in the last 30 days.” You can still write to them in review.
• “N have no LinkedIn on record, so their email can’t be looked up.” You can type their address in review.
• If your firm doesn’t have enough lookups left this month for everyone, Ladel warns you in red. The rest will show No email.

Press Write N emails. Nothing is sent until you approve it.

Step 3: review and approve#

Ladel finds each email address and Haley writes each draft. The review screen lists the people on the left, each with a status, and the selected email on the right with To, Subject and the message. Above it you’ll see the person’s role and Leans on: the fact from their career that Haley built the email around.

1. Open a draft

   Click a person. Drafts still being written show Writing…; the list updates on its own.

2. Edit if you need to

   Change the address, subject or message. Press Save to keep your edits, or Redraft for a fresh version. Press Skip to leave someone out.

3. Approve

   In Review each email mode, press Approve and next. In Skim, then send all mode, press Send N ready at the bottom to send every ready draft. You need an address, a subject and a message to approve.

Every draft status, and what you can do with each, is in Reviewing and sending drafts.

Step 4: sending#

• Each approved email waits 2 minutes before it sends, so you can press Undo.
• Emails from one mailbox go about 2 minutes apart, so a batch of 40 takes a little over an hour.
• Sending runs on Ladel’s servers. You can close the tab or shut your laptop and it carries on.
• While it runs, the shortlist shows a bar such as “Outreach to 40: 3 being written, 12 sent, 25 queued”, with an Open link back to the review.
• Press Stop the rest to stop everything that hasn’t started sending. Emails already sent stay sent.

After sending#

The shortlist’s Outreach column shows Emailed and how long ago for each person. When someone replies, press Replied?, then Book call to send an invite. See Booking calls.

Questions#

Next#