About a 5-minute read · One workflow you can put to work
I used to hire and train people to find new business partners. Some promised things we hadn’t approved. Others struggled to sell by email. Finding prospects took forever.
So we built an AI-assisted process for reaching bankruptcy attorneys: find a fit, offer a small trial, explain the terms, then hand an interested firm to one person to finish.
No meeting to book. No sales call required. A short email conversation with a clear next step.
The useful part isn’t getting AI to write one email. It’s teaching it what to do next—and when to stop.
Table of Contents
The Email-Only Sequence
Our example offered a trial of 10 inquiries. Your offer might be a sample, a short audit or a limited free trial. Choose something you can actually deliver.
1. Find a fit. Give the agent a specific buyer, location and exclusions. Have it verify each business on its official website and check your contact history before adding anyone.
2. Send a short opener. Sell the next reply, not your entire service.
Hi [Name], are you taking on new [type of customer] in [area]? We offer [plain-English benefit] and have a small trial available. Would you like the details?
3. Explain the offer and confirm the price. When they’re interested, spell out what’s included, what happens afterward and whether anything renews automatically.
The trial includes [exact scope] at no charge. After that, continuing is optional at [approved price and billing terms]. [Any agreement or eligibility requirements.] Would you like to proceed on those terms?
4. Hand off one ready-to-start account. Once they clearly accept, introduce the named person who finishes setup—or send your approved online signup link. Include the agreed terms and any unanswered questions. “Sounds interesting” is not acceptance.
These are message-body examples. U.S. commercial email, including business-to-business outreach, needs truthful sender information and subject lines, a clear commercial identity, a valid postal address and an easy opt-out. Honor opt-outs; follow your email provider’s rules. FTC checklist → Regulated industries need their own review before copying an offer.
Copy, Paste, Then Schedule
Paste this into your desktop AI assistant. Fill in the blanks with its help.
Build my recurring business-development workflow.
My business: [website]. Find businesses that fit [ideal customer] in [market]. Our approved offer is [offer], the trial is [scope and limits], and afterward the price is [price and billing terms]. Setup goes to [one person or approved signup link]. We can onboard [number] new accounts per week.
First, ask for any missing details, exclusions, sending limits, follow-up spacing and timezone. Verify that you can access my approved email account and contact tracker. Research five prospects and draft their emails for my review. Do not send yet.
After I approve the offer, messages and sending rules, set up a weekday recurring task at [time]. Verify the schedule is saved. Each run: check replies and available onboarding capacity first, then work only within my approved limits.
Verify prospects using official business sources. Check all prior contacts and exclude duplicates, opt-outs and bounced addresses. Send a brief opener. If interested, explain the trial, confirm all post-trial terms and get clear acceptance before handing off. Use at most two follow-ups at my approved spacing; stop immediately on a refusal or opt-out.
Never invent results, change prices, promise exclusivity or negotiate terms without approval. Send unusual questions to me. Keep required commercial-email disclosures and opt-out handling. Pause new outreach when capacity is full or delivery problems appear.
Log each action and response. Never mark a draft as sent or an interested reply as a customer. If access fails, report the blocker instead of guessing. Give me a daily summary of qualified replies, accepted trials, activated accounts, paying customers and anything needing my decision.
Three setup steps:
Connect the tools. Use your chosen desktop AI assistant and its supported browser extension or email connection. Our first edition walks through the setup. Grant only the access this workflow needs.
Review the first five drafts. Fix the targeting and offer before approving any sends.
Turn on the recurring task. Confirm the time, timezone and saved schedule. Keep any required desktop app or browser running. Check the first completed run; a promise to “do this daily” is not a saved automation.
The Rule That Keeps It Useful
Don’t create more demand than you can serve. We paused the attorney outreach because we didn’t have time to manage the accounts. That’s why the prompt checks capacity before finding more prospects.
Once it runs reliably, test one thing: perhaps a question-first opener versus a direct trial offer. Use comparable prospect groups and the same response window. Compare accepted trials and paying customers—not just replies. Small samples are clues, not winners.
Spot the AI Bluff
Your agent says: “Email A got eight replies. Email B got four. I’m switching everything to A.”
Your move? Ask: Were the groups comparable? Did both get equal time? How many replies became accepted trials or paying customers?
Eight “not interested” replies don’t beat four qualified buyers. Teach the agent what success means before letting it choose the winner.
Start small today: one buyer type, one approved offer, five drafts and one handoff person. Then automate the routine you’ve actually checked.
— Eric
Workflow illustration created with AI. Examples are illustrative, not actual customer messages.