Sales Tools

Table of Contents

Outbound Discovery

Generate signal-based sales-outreach emails tailored specifically for each brand's best POCs.

This feature is part of the Sales Plan.

Jamie's Outbound Discovery feature produces a dynamic list of high-impact brand "signals," and generates evidence-backed email drafts for each of the brand's best contacts.

Overview

There are three main tabs on the Outbound Discovery Page:

  1. Feed: where you can view a list of brand signals. Selecting on one triggers the flow for drafting email pitches for that brand.

  2. Sent: where you can view a dynamic Kanban board of your sent emails.

  3. Drafts: where you can view a list of all email drafts and edit each one directly.

Outbound Discovery Credits

Each Outbound Discovery Credit unlocks the discovery of all important contacts for a brand, and crafts individual email drafts for each.

Your team's plan awards a certain amount of Outbound Discovery Credits each month. Credits are shared team-wide.

Any member of your team can request more credits, and only your team Lead can approve or deny the request. Upon approval, the additional monthly credits will be awarded to your team, and your next invoice will reflect the additional monthly cost associated with the new credits.

PRO TIP

Brands that are marked as "Unlocked" have already been executed by your team member, and do not use up an Outbound Credit.

GUIDE: How to Request Additional Outbound Credits

1

Go to the "Outbound Discovery" page

On the side navigation, select "Outbound Discovery"

2

Select on your credit meter

Your credit meter displays how many credits you have used of your monthly total

3

Select to "Get more credits"

On the popup, select "Get more credits" Choose how many additional monthly credits to request

4

Wait for approval

Your team Lead will receive an email prompting to approve or deny the request, with the associated cost to approve

5

Get the additional credits

Upon team Lead approval, the additional credits will be awarded to your team's account You will be notified via email once approved and added

Each additional Outbound Discovery Credit costs $6 per credit. This is subject to change.

Signals

Signals are moments of relevant brand news that trigger reason to reach out for a sponsorship. Jamie surfaces and sorts brand signals based on show-brand fit and audience alignment.

Each brand signal is scored based on its strength as it relates to your best-fit shows, timeliness, and relevance to your content.

Flow for Sending Signal-Based Emails

To Start: Select a Brand Signal

Browse the list of brand signals by clicking on each brand to expand, then select "Review & draft" on the signal you want to use for your outreach.

Jamie groups every signal per brand, calling out the best-fit shows from your network based on audience alignment. You can filter to specific shows, signal types, or industry, or search for a particular brand or signal directly.

Step 1: Configure the Show(s) and Strategy

Jamie recommends shows for your outreach based on show-brand fit and audience alignment, and pre-selects the best shows. You can edit this list to include up to 5 shows for the pitch.

Pin your shows that you work with the most so that Jamie always selects them by default. You can edit your pinned shows, and edit the shows selected per pitch.

Jamie also recommends the best email strategy based on the brand signal, or you can manually select a strategy to use for the email drafts.

Step 2: Select Contacts

Jamie finds and presents the best verified contacts for the brand to reach out to, including their name, Linkedin, email, role, and brief bio. You can select which contacts you wish to include in your email outreach, or manually add any contacts not listed.

Step 3: Confirm Research

Boost your email outreach by including specific evidence from your show content that supports the pitch. Jamie recommends moments from your shows to include, or you can manually select a moment as evidence.

Step 4: Compose & Send Emails

Jamie crafts individual emails for each recipient, tailored to them. View and edit the drafts, then send directly from your connected email address via your email provider.

All edits are auto-saved. You can also send the drafts to yourself as a test. All unsent emails are accessible via the "Drafts" tab on the Outbound Discovery main page.

GUIDE: How to Send Signal-Based Emails

1

Go to the "Outbound Discovery" page

On the side navigation, select "Outbound Discovery"

2

Browse and select a signal

Select each brand to expand and view signals Select "Review & Draft" to begin outreach based on that particular signal

3

Confirm shows and strategy

Jamie recommends the best-fit shows and strategy for your email Or, you can manually select These shows will be included in your email pitch

4

Select contacts

Jamie lists out all relevant contacts at the brand Select those you wish to reach out to

5

Add evidence

Jamie recommends specific evidence from your shows that back up your email pitch Or, you can manually select evidence moments to include

6

Compose email drafts and send

Jamie drafts individual emails for each contact, tailored specifically to them Review and edit, then send via your provider, or save to your drafts in Jamie


For any questions or support, please reach out to support@jamie-ai.com