AUTOEMAILS / Client outreach

    Client outreach. Clearly in hand.

    Client outreach starts with a clear purpose and a useful message. AutoEmails gives agency teams a place to organise the work, develop email content and review what happens next.

    Start with Leo Explore the workflow

    Your context. Your brand. Reviewed by you.

    MADE FOR THE WAY YOU WORK

    A clearer approach.
    More useful conversations.

    01

    Build a client-specific brief

    Describe the people or organisations you want to reach, why the message matters to them and the action you hope they will take. A specific brief gives your team a practical basis for choosing content and reviewing a draft. An agency may be managing different offers, approvals and target markets at the same time. Set a brief for each client: ideal customer, exclusions, approved claims and who signs off the copy. Keep the client context visible when reviewing each campaign.

    02

    Coordinate approval and replies

    Give the recipient a reason to continue reading. Explain the offer in plain language, connect it to the relevant context and make the next step easy to understand. AutoEmails can help prepare email content, while your team checks the facts, tone and suitability for the audience. Agree how replies and reporting will be handled before launching. A client-facing report is more useful when it separates prospect discovery, campaign activity and actual conversations rather than treating every open as a lead.

    03

    Report on conversations

    After a campaign or journey is running, review its activity alongside the outcome you actually want, such as a conversation, an enquiry or a repeat purchase. Use that evidence to improve the audience and message; engagement alone does not establish business impact.

    FROM BRIEF TO REVIEW

    Bring the next step
    into focus.

    Keep the audience, message and follow-up connected. Use the tools directly or ask Leo to help prepare the work.

    See how AutoEmails works
    1. 01

      1. Define the audience

      Document each client’s offer, market and approved voice and decide which contacts or businesses belong in this work. Keep prospecting and subscriber marketing purposes clear.

    2. 02

      2. Prepare and review

      Use the relevant AutoEmails workflow to keep client campaigns and reporting in their respective workspaces. Check the draft, links, audience and timing against your brief.

    3. 03

      3. Monitor and improve

      Review responses and campaign activity, handle opt-outs, and refine your next message based on what you learn.

    A PRACTICAL STARTING POINT

    Put the context
    into the conversation.

    A marketing agency introduces a prospect to a client’s audit service. This example is a starting point for a draft; adapt it to the actual audience and offer.

    Illustrative draft only. Check the recipient, claims, permissions and wording before using it.

    Illustrative email draft · sample copy

    SUBJECTAn idea for your client outreach

    Hello,

    I am getting in touch on behalf of our client, who offers a practical audit for businesses reviewing their marketing. Would an overview be useful?

    Best wishes

    A starting point to adapt and review. No email has been sent.

    CONFIDENCE IN THE DETAILS

    Make it relevant.
    Keep your final say.

    Check the real context behind each message. Available features and usage depend on your plan and connected services.

    Check current plans and allowances

    • Confirm that each client’s offer, market and approved voice is accurate and relevant to the proposed message.

    • Review contact eligibility, opt-outs and the rules that apply to your audience and jurisdiction.

    • Check links, sender identity, timing and the final copy before scheduling or sending.

    BEFORE YOU START

    A few useful answers.

    How do agencies keep client campaigns distinct?

    Agree each client’s market, offer, approved claims and review process, then organise campaigns in the appropriate client workspace.

    What should a client approve?

    Agree the target audience, sender identity, copy, exclusions and follow-up plan before scheduling. The agency and client should also decide who handles replies.

    What belongs in a useful report?

    Separate discovery and campaign activity from replies and qualified conversations. Opens alone do not establish a sales outcome.

    KEEP EXPLORING

    Connect the whole picture.

    Good work starts
    with a conversation.

    Bring the brief. Shape your next email with Leo.

    Start with Leo Talk it through