Prospecting

A daily prospect list, checked emails, and a first email you approve before it sends.

Build time
15 mins
Topic
GTM

Tools needed

  • Grok Bot
  • Google Sheets
  • Gmail
  • Hunter

1.Description

For owners and sales teams who want steady, personal outbound without spending hours on research. It finds the businesses and the person you want, checks the email, and drafts a first note. You approve every one before it sends.

2.How to use it

  • A quick setup interview. On day one it asks about your business, your best customers, where you want to prospect, who to contact, who to never contact, and how you write.
  • A prospect list built for you. It creates a Google Sheet and fills it every day with names, titles, locations, why each one fits, and where every email was found.
  • Checked emails only. It uses Hunter to find and verify each address, and skips anything that would bounce.
  • Personal first emails. Each draft mentions something real about the business and asks for a short call. You approve every one before it sends.
  • Bigger deals on top. It also adds 3 multi-location companies or franchise groups a day.
  • Smart guardrails. It skips your current clients, competitors of your clients in the same town, businesses that already use an agency, and anyone on your do-not-contact list.
  • A morning brief. You get a short summary each day with your Sheet link, what's new, and anything that needs your call.

3.How to build it

  1. Download the template.
  2. Add it in Grok Bot.
  3. Answer the setup questions.
  4. Connect Google Sheets, Gmail, and Hunter when it asks.

4.Tips

  • Answer the interview fully. The list is only as good as who you said to contact, and who to skip.
  • Keep the do-not-contact list current.
  • It drafts. You approve. Nothing sends until you say so.