Prospecting · For Founders, Sales
Design-partner recruiter
Works a recruiting goal from your ranked waitlist: each weekday it updates every candidate's stage from the CRM and drafts the next few founder-style emails, each waiting for your approval. It stops the moment the goal's number of active partners is reached, when you stop it, or at its caps or budget.
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What it's for
Reach the target number of active design partners without losing track or over-mailing.
- Founders recruiting their first design partners
- Teams converting a waitlist
What you get
- Candidates' stages updated from the CRM
- The next batch of drafted emails in the sender's inbox, or a stop when the goal is met
When it runs
- When you run it
- Weekdays 09:00
What it uses
- Your Closefinch records
You choose:
- Recruiting goal (from Prospecting → Waitlist and design partners)
Its steps
- Next batch
Approvals
Drafts emails only; each waits in the sender's inbox and is sent from their mailbox only if they approve it, with the send guardrails checked again. Caps per day and in total, and a budget, are set on the goal.
Checked before release
The template's eval suite must pass these before a version ships:
- Outreach waits for the sender's approval
- Stops new outreach when the goal is reached
Questions
- When does it stop?
- Exactly when the goal's active count reaches the target (drafts nobody approved yet are withdrawn), when a person stops it, or at a cap or the budget.
- Does it guarantee ten partners?
- No. It keeps proposing outreach to the best-ranked eligible signups until the goal is met or a limit is hit.
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