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Use case · Sales outreach

Review the audience. Approve the message.

Give your agent a defined audience, offer and source material. Review the proposed message and recipient before approving a send. This is an illustrative OfficeSpace workflow in development; inbox, CRM and sending scope are confirmed at the demo.

Personalization needs a source

A relevant message needs more than a name inserted into a draft. The reviewer should be able to trace a recipient-specific claim to its source, check the offer and decide whether that person belongs in the audience. Keep the preparation step separate from permission to use the sending account.

An OfficeSpace outreach workflow

Example in development · Define the audience and approver before any live action.

  1. 01

    Research

    Use the approved audience and source information. Keep a reference for each fact used in the message.

  2. 02

    Draft

    Prepare a relevant message from the offer and brand examples. Avoid invented interests, relationships or customer claims.

  3. 03

    Approve

    Review the exact message, recipient and sending scope. This example requires a named person’s approval before sending.

  4. 04

    Follow through

    Record the observed action status and any reply separately. Name who reviews responses and decides the next step.

Example: preparing a wholesale introduction

In a hypothetical ecommerce shop selling reusable packaging, the owner supplies an approved list of local shops and a current wholesale offer. The agent prepares an introduction for one example recipient using only those sources. The owner checks the recipient, pricing and wording, then chooses whether to approve sending through an authorized tool. This example sends nothing and assumes no customer interest, reply or sale.

Keep the selected draft, approval and observed action status together. If a reply arrives later, assign a person to review it before deciding on follow-up. A send attempt is not evidence of a reply or a successful sale.

See also CRM handoff records.

Before you approve outreach

  • Confirm the audience, permitted contact rules and recipient identity.
  • Check the offer and recipient-specific statements against their sources.
  • Review the exact message version, sender account and follow-up scope.
  • Name the approver and confirm tool permissions before a sending action.
  • Decide how to inspect action status and who handles a reply or exception.
  • If the outreach leads to a paid campaign, see ad creative and spending approvals.

For related planning, see Your agent and OfficeSpace, Outreach and business workflows, or our guide to choosing AI SDR tools. For the approval boundary, read human-in-the-loop automation.

Questions about outreach approvals

Where does approval belong in outreach?
This example places human approval before sending. Discuss the current scope and controls for your workflow at the demo.
How does CRM fit?
This is an OfficeSpace workflow example in development. Bring your CRM and inbox requirements to the demo so we can discuss current fit and connection scope.
How should the draft be personalized?
Use source-backed facts that are relevant to the offer, plus approved brand examples. Have a reviewer check each claim; do not invent a recipient’s interest or imply a relationship that does not exist.
Who is this for?
Founders and sales leads who want help preparing outreach while retaining control of the audience and sending decision. This example does not promise replies, meetings or sales.

Map your first outreach loop

Bring the outreach work you want help with. We will discuss the current scope, tools and approvals for your business. OfficeSpace customers may add training to help staff use AI and OfficeSpace effectively.

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