Prospect Stack

Outbound that starts with a reason to write.

Find a trigger. Check fit. Draft a short note. Hold the bad ones. Send only the ones worth sending. The page should feel like an active queue, not a sales brochure.

The message is the output of the system, not the headline of it.

Live pipeline boardresearching → replied
Researchingsignal read
Verifiedfit checked
Draftedone short note
Heldweak fit blocked
Sentclean outreach
Repliedhuman intent
Wandsworth Dentalmissed-call / unsent treatment plan
Vet after-hoursurgent enquiry / live triage route
Accountant self-assessmentinvoice chase / late payer
42prospects queued
11held this run
14positive replies
How the queue works

Source → read → score → draft → stop if the fit is weak.

The system finds companies, reads the trigger, scores fit, and stops if the fit is weak. The note is short because the system did the work first.

Automation showcasemoving prospect card + live hold counter
Sourcelist
Readtrigger
Scorefit
Draftnote
Holdbad fit
Sendonly good ones
A live hold counter keeps the anti-spam logic visible. The prospect card moves only when the fit check passes.
Three wedge examples

Short opener. One question. No campaign fluff.

The strongest wedges are the ones with a clear trigger and a small ask. That is enough.

Hold rule

Send only if the clinic has a real front desk, a clear website, and recent signal that suggests active demand.

Why it works: the trigger is visible and the ask is tiny.

Hold rule

Hold if the practice looks too small, has no obvious urgent demand, or is not likely to benefit from a live triage lane.

Why it works: one opener, one question, one obvious reason to write.

Hold rule

Hold generic firms. Send only when the fit is strong enough that a simple, practical email feels useful.

Why it works: the message matches a concrete job, not a promo campaign.

Hold states, not spam

The page should show why a prospect was blocked.

Generic, weak-fit, or noisy accounts stay in hold or kill. That keeps the writing plain-text in feel and the queue honest.

Clear
  • real trigger
  • strong fit
  • short opener
Hold
  • weak signal
  • generic company
  • not enough context
Kill
  • bad fit
  • no trigger
  • too noisy to touch
Pricing paths

Tech-only or managed.

Keep the numbers grounded and the outcome framing concrete. Teams can run the engine themselves, or let the board run it.

tech-only

Run the engine in-house.

from £299/mo

Best when someone on the team owns the queue and wants the tooling, not the service.

searchdraftholdsend
managed

Let the board run it.

from £699/mo

Best when the queue needs weekly oversight, reply review, and steady output.

reviewqueuereportoptimize
Live return estimate

One clean run: 42 prospects → 11 held → 14 replied.

What changes

tech-only: the team owns the queue and the sends.

After reply

The human reply routes to CLOSER.

Positive intent gets logged, the thread moves on, and the next step lands back in the queue.

Mini inbox boardclassification chips
Auto-ackfast first touch
Humanreal person
PositiveCLOSER takes over
auto-ackhumanpositivehold
Nothing gets lost: the reply is classified, logged, and routed to the next step.

Outbound should feel like a queue with rules, not a blast tool.

That is the point of Prospect Stack: visible fit checks, clear hold logic, and a short note that only gets sent when the system earns it.

fit checkhold statereply qualitylogged outcome
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