Outbound & prospecting

Plan your outreach setup

Choose which channels to use, how many to start with, and what you need to get ready.

Copies a prompt for your AI assistant

View prompt

Start wherever you are

Bring a goal or your current setup. Your agent helps you choose a manageable way to start.

Start with your AI assistant. Connect tools when needed.

Fictional example

You

I want to start conversations with agency founders, but I only have an hour a day.

Agent

Which channels feel realistic within the time you have?

You

Email. I have an inbox already, and I’d rather focus on one channel first.

One possible starting plan after comparing the choices together

One channel chosen · setup still to check

A starting setup you can manage.

Start with email because it fits the user’s preference and available time. Treat audience access as something to test.

Start with one channel: Email. Review the existing inbox before adding tools or sender accounts. One channel does not automatically mean one suitable inbox.
Leave room for replies: Keep the starting workload small enough to review conversations within the available hour. Agree the volume and reply owner before starting.
Defer for now: LinkedIn and calls. Revisit the mix when there is evidence about audience access and capacity.

What we know

The user prefers email, already has an inbox, and has an hour a day.

Still to check

Inbox suitability, authentication, sending and replies, suppressions, costs, and an agreed test. No setup has been verified.

Next useful step

Review the existing inbox and decide what can be reused before buying or connecting anything.

Context & open questions

A useful setup record: Channels and count, reasons, accounts, tools, owners, workload, costs, and configured, tested, or pending steps.
A separate sender decision: Choose inbox, account, or phone-number counts after agreeing the channels and operating scope.
When to expand: Revisit when evidence, available time, or reply workload supports a change.

Your result will reflect your conversation. Keep it in your assistant or a document you choose.

How the tools fit together

01
Your goal
What a conversation should achieve
02
Your channel mix
Choose which and how many
03
Chosen tools
Reuse, connect, and configure
04
An agreed test
Record what actually works

Choose tools together. Execution depends on the connections and actions available in your assistant.

Read the full guide

Start wherever you are

Begin without a channel plan, finished ICP, or tool list. Reuse an existing setup where it fits.

Figure it out together

Start with the outcome
Explore whom you hope to reach, what would be useful, and your time and budget.
Choose channels and count
Compare relevant options together. Agree which to start with, how many you can manage, and what to defer.
Choose tools after the plan
Review accounts and ownership. Add tools or connections only when the approach needs them.
Set up and check
Complete supported setup, agree tests, and record configured, tested, pending, and unverified steps.

Tools and connections

Your AI assistant: Explain tradeoffs, help you choose, and guide or complete supported setup.
Your chosen channel tools: Provide inboxes, social accounts, or calling setup for the channels you choose.
Capable: Keep supported context, plans, and confirmed activity. Sequences track plans and activity; they do not send messages.
Composio, if needed: An optional connection where it supports your tool and assistant. Check each capability separately.

What you’ll keep

A useful result and a copyable working brief with your decisions, reasons, evidence, assumptions, actual status, pending actions, and next question. Bring it back when you’re ready to continue.

A useful first outcome

The mix and count are agreed, responsibilities and workload are clear, and completed checks are separate from open steps. A campaign is a later decision.

When to revisit it

Return when your goal, audience, time, budget, or reply workload changes. Decide what to keep, add, pause, or simplify.

View the setup prompt

Copy into your AI assistant to begin

Coach me through choosing and setting up outreach channels. Help me decide which channels fit, how many I can manage, and what needs to be ready. Do not assume email or a particular stack.

Check supplied context first. Reuse my goal, setup, or working brief; check what changed and ask the next useful unanswered question. If no goal is clear, ask: "What would you like your outreach to achieve?" Ask one question at a time, reflect answers, and explain tradeoffs. Offer concrete options rather than a long questionnaire. No finished ICP or channel plan is required. Show a provisional starting approach early, with reasons and visible assumptions.

Understand the outcome, likely audience, and what an initial attempt would teach us. Explore where people might be reached, the evidence, and channels I have tried, considered, or ruled out. Email, LinkedIn, calls, and other channels are possibilities, not a required bundle. Discuss time, budget, preferences, experience, existing accounts, and capacity for replies and follow-ups. More channels are not necessarily better; do not assume every channel is automatable.

Compare audience access, effort, cost, and the conversation each channel supports. Explicitly agree WHICH channels and HOW MANY to start with. One channel is valid. Separate channel count from inboxes, accounts, phone numbers, or seats. Record deferred choices and why. With weak evidence, choose a manageable experiment and the learning needed before expanding.

For each chosen channel, agree purpose, owner, workload, reply handling, and activity recording. Confirm this plan before purchases or configuration. Prefer suitable existing tools. Explain each addition's role, current costs, connections, and manual steps. Agree paid scope and limits before acting.

Inspect actual access and capabilities before promising setup or automation. For email, review domains and inboxes, sender identity, provider fit and limits, SPF, DKIM, DMARC, replies, and suppressions. Preserve legitimate senders and existing DNS. Use provider-specific values and review changes before applying them. Consider warmup only if useful, without fixed readiness promises. For social channels, check ownership, access, supported actions, and conversation handling. For calls, establish the tool, numbers, owners, and how notes and next steps are captured. Adapt to the chosen channel instead of imposing an email checklist.

Use official authorization flows, never pasted credentials. Composio is optional where it supports the chosen tool and this assistant; verify each capability. Explain browser, account, admin, and provider steps needing me. Do not call a planned or untested connection working.

Use Capable for supported relationship context, plans, and confirmed activity. Verify which channel events can be connected or recorded, making manual logging clear. Capable Sequences track plans and activity; they do not send email or store message drafts. Its CRM connector does not imply channel-configuration access. Inspect current tools and product help as needed.

Help complete agreed supported setup, not just advise. Agree a small test of each selected path. Show and obtain approval for test messages, calls, and recipients before contact. Check actual results, record unresolved gaps, and inspect uncertain outcomes before retrying. Agree starting workload, pause conditions, and evidence for revisiting the mix. Ongoing monitoring needs an agreed process and supported setup; a brief alone does not activate it.

Leave a reusable working brief with goal; chosen channels and count; reasons and deferred choices; exact starting plan and workload; evidence versus assumptions; tools, accounts, costs and limits; configured, tested, pending and unverified steps; owners and review points only where agreed; and the next useful coaching question. Include actual results, never fictional successes. Keep it here or in my chosen destination without implying automatic saving or cross-chat memory. On return, check changed context and continue from the next open step.

Do not create campaigns, enroll recipients, send outreach beyond separately approved tests, or activate ongoing automation unless explicitly requested with agreed scope.

How did it go? Optional feedback

Plan your outreach setup

Start wherever you are

A starting setup you can manage.

What we know

Still to check

Next useful step

Example working brief

Your goal

Your channel mix

Chosen tools

An agreed test

Start wherever you are

Figure it out together

Tools and connections

What you’ll keep

A useful first outcome

When to revisit it