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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 four 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.

  4. Campaigns: where you can view a list of all active brand campaigns and edit each draft 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.

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 One or More Brands

Browse the list of brand signals by clicking on each brand to expand, then select the brand(s) you want to generate outreach emails for.

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: Confirm the Signals(s)

Jamie recommends the best signals for each brand to be consider for the pitch.

You can manually select signals to be considered or not considered, or can let Jamie auto-select the best signals based on your shows and each brand's contacts.

Jamie will build each brand's outreach emails based on the best-fit signals from your selection.

Step 2: Confirm the Show(s)

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 or exclude particular shows from your network to be considered for each brand pitch.

"Prioritize" your shows that you work with the most so that Jamie always considers them first by default.

Step 3: Select Contacts

If drafting outbound for one brand only, Jamie lets you select the contacts to draft emails for, before generating.

If drafting outbound for more than one brand, Jamie saves you time by picking the best contacts at each brand and drafts emails for each.

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.

You can always edit the contact list and drafted emails on the "Compose" page once the initial emails have been drafted.

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.

PRO TIP

You can edit and customize your email strategies by selecting "Manage Strategies" on the main Outbound feed page.

GUIDE: How to Send Signal-Based Emails

1

Go to the "Outbound Discovery" page

On the side navigation, select "Outbound"

2

Browse and select brand(s)

Select each brand to expand and view signals Select one or more brands Select "Continue to Draft Emails"

3

Confirm the signal(s)

Manually select signals for Jamie to consider for each brand, or Let Jamie auto-select the best signals Select "Continue"

4

Select your show(s) for each pitch

Manually select shows for Jamie to consider for each brand pitch, or Let Jamie auto-select the best shows Prioritize shows that you want to always include in the pitch Select "Draft Emails"

5

Wait for Jamie to generate your emails

Jamie will generate email drafts to the best contacts at each brand You will be notified via email and in platform once the drafts are ready

6

Review, edit, and send

Once the drafts are ready, review, edit, and send directly to each contact Toggle between contacts to view each draft

PRO TIP

Once the email drafts are generated, view different versions by selecting different "Strategies" on the "Compose" page.


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