How it works
Smartlead helps founders, SDRs, and agencies translate an ICP into research, a outreach approach, and an approved follow-up sequence. The method keeps evidence and platform constraints visible.
Start with explicit firmographic and technographic criteria, exclusions, and geography. Ask for public signals and retrieval dates rather than an unexplained list. A contact match can be incomplete, outdated, or ambiguous, so the agent should label inference and preserve unknown fields.
Use approved evidence to write a short reason for connecting. Avoid pretending the sender knows the recipient, inferring sensitive traits, or using a generic compliment. A human checks identity, relevance, tone, platform rules, and whether contact is appropriate before any request is sent.
Prepare channel, timing, purpose, and stop conditions without treating a generated sequence as authorization. The operator sets rate limits, working hours, suppression, opt-out, and reply handling. email engagement, email, and CRM actions may have different terms, permissions, and regional obligations.
Record approved, revised, rejected, sent, delivered, replied, and opted-out states separately. Measure relevance and reviewer time alongside delivery outcomes. No workflow guarantees replies, pipeline, account safety, or compliance; results vary with market fit, evidence, sender reputation, behavior, and platform enforcement.
Confirm the account fits, the role is relevant, identity evidence is current, and the individual is not suppressed.
Confirm the signal is public, suitable to mention, timely, and not a sensitive inference. Keep the purpose specific.
Review current platform rules, applicable laws, channel permissions, sending infrastructure, frequency, opt-out, and ownership.
npx -y @okki-global/okki-go-taroball