Outreach plans
A steady drip of the right people, every day.
An outreach plan draws from a pipeline you already have, picks the people who fit, and feeds a few of them a day into the follow-up cadence you designed — each touch one click from a draft written for that person, and nothing sent until you approve it. Outreach becomes a habit that runs at your pace, not a list you blast once and forget.
Included in the Growth plan. Compare the plans
Why it matters
Outreach stalls or floods
Reaching out to your network is the work that fills a calendar, and it is the first thing to slip when the week gets busy.
All at once, then nothing
A burst of fifty messages on a quiet Monday, then silence for a month — and nobody can follow up with fifty people at once.
Every knob in your head
Which list, which sequence, how many a day, who to skip — re-decided every week, so it quietly stops.
Generic sequences burn relationships
A mass sequence treats a warm former client like a cold lead, and the same person can get two campaigns in one week.
How it works
Outreach plans in three steps
- 1
Choose who it reaches
Point the plan at a pipeline and say who qualifies: ideal-client fit, relationship strength, and how long since you last spoke. Preview exactly who comes next before you start.
- 2
It drips them in, a few a day
Once a day the plan admits the next few people, up to the daily cap you set — warmest relationships or most important first — and never someone you have set aside or who has said no.
- 3
Each one gets your cadence
Everyone admitted gets the follow-up plan you chose: a sequence of touches, each one click from a draft written for that person. Every touch is drafted for your approval by default.
What it does
Everything around the drip
Follow-up plans as the cadence
Design a sequence once — the first note, the check-in a week later, the offer to meet — with steps that can repeat on a rhythm.
Steps that act on arrival
A pipeline step can apply its own follow-up plan and re-tag people the moment they land there, so moving someone forward starts the next sequence.
See the whole journey
The Journey view maps what joining and each step do to a contact — the plans, their tasks and when they fall due — before anyone goes through it.
Message templates you can test
Write the prompt behind a message once, try it against a real contact and channel, and reuse it across every touch.
Review drafts in one pass
Every unsent draft waits on one page, which you can group by the plan step that made it, so one kind of outreach is reviewed together.
Pausable as a unit
Start, pause, resume or stop the whole plan, and see who is on it, at which step, and why anyone left.
Use cases
When it pays off most
Reconnect with dormant clients
Work back through past clients and partners you have not spoken to in months, a few a day, each with a note worth reading.
Follow through after an event
Everyone you met lands in a pipeline; the plan works through them at a pace you can keep up with.
Fill your calendar steadily
A plan that admits a handful of the right people a day keeps conversations starting every week, not just in the weeks you remember.
See it
Outreach plans, inside Coffee Brain
Get started
Make outreach a habit, not a campaign
Create an account with just your email, build a pipeline of the people you want to reach, and let a plan work through them a few at a time.
Included in the Growth plan. Compare the plans