# Prospecting and outbound

ICP rules, lists and scoring, then sequences that draft each message from research, and an inbox for the replies. Do-not-contact rules, sending limits and deliverability checks apply to every send.

A note in italics after an item says when it's off by default, or needs your own account with another service. Every area: the [product overview](https://www.closefinch.com/product).

## Prospecting

- Natural-language people and company search over your CRM that compiles to removable filters, with saved matches.
- ICP definition with may-contact and must-not-contact rules, and automatic exclusion of customers, partners and accounts with open deals.
- Agent-proposed plays or ICPs generated by reading your website and profile, with targeting rules that persist per play.
- Lookalike discovery from closed-won accounts, triggered on close, deduplicated against the CRM. *(Companies outside your CRM need an approved People Data Labs key.)*
- AI qualification per account: custom fit questions answered pass / fail / unsure per row.
- Account scoring and tiering by fit, signals and conversion likelihood, with the reasons for each account.
- Prioritization model trained on the customer's own closed-won and closed-lost history.
- Spreadsheet-style list workspace up to 10,000 rows: custom enrichment columns, CSV match-and-enrich, and AI cells only with a verified quote.
- Agent-staged segments and audiences grouped by territory, segment or motion, with owner notification.
- Day-one TAM grounded in ICP, existing customers and accounts found in your email history, auto-maintained. *(Market size needs an approved People Data Labs key.)*
- Warm-path discovery: intros drafted for whichever teammate knows the account, and your team's network as a lead source.
- Champion re-activation: find where past customers, lost-deal contacts and engaged buyers work now, verify, and alert.
- Persona matching: choose the titles you actually sell to inside target or lookalike companies.
- Lead-magnet manager: comment-a-keyword posts, deliver the resource, qualify and save genuine responders. *(Off by default. Needs your own Unipile account.)*
- Waitlist ranking and design-partner recruiting that stops when the goal number of partners is active.
- Local-business lead lists from OpenStreetMap or a CSV. *(Off until set up. Google Maps uses your own Apify account.)*
- Daily ranked work list per rep with a stated reason and suggested action for every lead or account.
- Event plays: invite leads near you to a dinner, coffee or conference meetup you host, with RSVPs and capacity.

## Sequences and outreach

- Multi-step email sequences with step delays (typically 2–3 days), exit conditions and reply detection.
- LinkedIn connection requests with a note, follow-up messages and InMail inside sequences, alongside email if you choose. *(Off by default. Needs your own Unipile account. Lanes are set through the API for now.)*
- LinkedIn engagement steps: liking posts for everyone on a list, comments and reactions, connection refresh, and a follow-up when a request is accepted. *(Off by default. Needs your own Unipile account. Comment approvals and auto-like plays are through the API for now.)*
- Rich media in messages: AI LinkedIn voice notes, AI avatar video from a photo, website screenshots, memes, personalized video. *(Off by default.)*
- Messages written for each person from research, starting from why them and why now.
- Commonality snippets: specific lines built from what you share with the prospect (alumni, named lookalike customers, shared conference), and agent outputs as template variables.
- Sender-voice cloning and saved sender personas.
- Prospect-style tone mirroring (calibrate to how the recipient writes).
- Tone and CTA locks that the agent cannot override.
- Drafting and replies in the recipient's language.
- Visual play or journey graph with trigger, A/B, if/else, webhook, assign-owner and lookalike nodes, copy/paste and undo.
- Adaptive sequences where the agent chooses channel, timing and format per lead and decides who to enroll and when.
- Multi-sender enrollment and sender rotation across many domains and accounts. *(Off by default. Needs your own mailbox or Smartlead accounts.)*
- Per-recipient-timezone send windows, blackout dates and scheduled pauses.
- A/B and multivariate tests on messages, subject lines, sequences and audiences.
- Reusable sequence rulesets (exclusions, eligibility, behavior) applied across sequences.
- Send from the record owner's mailbox, with admin-managed signatures and booking links, and delegated sending.
- Manual task steps (call, LinkedIn, email) mixed into agent sequences, with a daily task list for reps.
- Push staged audiences into external sequencers (Instantly, HeyReach, Outreach, lemlist, Reply.io, Smartlead) as draft campaigns that launch only after approval. *(Off by default. Needs your own account with the sequencer.)*
- Rule-based sequence pauses and bulk stop.
- Paid-ads audience sync and retargeting of engaged prospects. *(Off until an owner connects your own ad accounts.)*
- Physical gift and direct-mail plays through Sendoso. *(Off until an owner connects your own Sendoso account.)*
- Autopilot campaigns that keep sourcing and enrolling new prospects after launch, with per-campaign refills. *(Off by default. Every email is a draft a person approves.)*
- Event and webinar follow-up: match attendees to accounts and ICP roles, draft per person, hold for owner; registration and no-show plays.
- Reactivation of closed-lost and long-dormant contacts, grounded in real relationship context, with approval required.
- Snooze-aware follow-up: understands replies like not now or reach back in Q2, and schedules a re-engagement that pauses and resumes itself.
- Open-quote follow-up cadence until the buyer purchases or opts out.

## Deliverability

- Bring your own Gmail or Outlook mailbox via OAuth; teammates connect senders by invitation link.
- Domain purchase (including lookalike domains) and Google/Outlook mailbox provisioning separate from the primary domain. *(Off by default. Needs your own Google Workspace and domain registrar accounts.)*
- Continuous inbox warmup. *(Off by default. Needs your own Smartlead or Instantly account.)*
- Inbox-placement and domain-health monitoring per mailbox and domain, with send pacing against mailbox health. *(Off by default. Seed tests need a placement-testing vendor; Google Postmaster data needs Google's approval.)*
- Mailbox utilization and email-backlog dashboard. *(Off by default.)*
- Pre-warmed inbox marketplace and migration of eligible domains to Gmail. *(Off by default. Needs your own Smartlead or Instantly account.)*
- Sender caps per organization, and LinkedIn safety limits with a ramp-up. *(Off by default. LinkedIn steps need your own Unipile account.)*
- Bounce prevention and automatic bounce handling.
- Agent mailboxes on AgentMail: an agent sends and receives from its own address, through the same approvals, suppression and limits as people's mail, and replies come back through the same inbox. *(Needs your own AgentMail account.)*
- Automated SPF, DKIM and DMARC setup and RFC 8058 one-click List-Unsubscribe headers on every outbound message.

## Replies

- Unified inbox with research and history beside each thread, needs-reply and interested views, and color tags. *(LinkedIn messages join when Unipile is turned on.)*
- Multi-label reply classification (positive, referral, objection, unsubscribe, not interested, later) where each label drives an action (end, pause, CRM write, alert, escalate, draft).
- Out-of-office detection with auto-pause, auto-resume on the parsed return date, and exclusion from reply metrics.
- AI-drafted replies grounded in business info and saved resources, approved by a human.
- Autonomous replies that handle common objections, answer FAQs and recognize rejections.
- Auto-reply to positive or eligible replies with a booking link.
- Reply monitor that reads replies across sequencers and inboxes on a short schedule and messages the owner about the most urgent ones.
- Escalation rules that hand complex or sensitive threads to a human.
- Inbox-triage agent: each new email is triaged and a draft reply prepared. *(Gmail drafts and labels are off by default.)*
- Inbound email routing by account ownership or round-robin.
- Prompt-injection screening and untrusted-content isolation for inbound email and web pages before an agent acts on them.

## Nurture

- Branded social post drafting and publishing to LinkedIn, X, Instagram and Reddit, with review and discover modes.
- Flag commenters on your posts who sound like real buyers. *(Off by default.)*
- Turn meeting moments into posts after consent and confidentiality checks.
- SEO, local Google visibility and generative-engine (AI-answer) optimization content. *(Needs your own Serper key.)*
- Agent-managed website presence improvements. *(Off until you connect WordPress.)*
- Competitor and trend monitoring turned into a plan of launches, promotions, partnerships and local events.
- Promotion launch with sales tracking.
- Content-creator and partnership sourcing.
- Nurture of leads and existing customers, drafted for approval.
- Ads and analytics integrations (LinkedIn Ads, Reddit Ads, Google Ads, Analytics, Search Console) as agent tools.