Personalized client outreach email

Craft emails that reference past chats and share new content

Financial services Sales

Agent Configuration

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Content to share with client *

Click to upload or drag and drop

Allowed: DOCX, PDF, TXT, CSV

Max size: 100MB

A file containing the thought leadership content to be shared with the client (e.g., a whitepaper, blog post, or report).

Past client interaction *

Click to upload or drag and drop

Allowed: DOCX

Max size: 100MB

Text containing records of past interactions with the client (e.g., email transcripts, call notes, or meeting summaries).

Client Name & Company *

Enter the client's name and company for personalization.

Email Purpose *

Select the primary purpose of this outreach email.

Relationship Context

Describe your relationship with this client.

Communication Style

Select the preferred communication style for this client.

Desired Call-to-Action

What specific action do you want the client to take after reading this email?

Client Industry & Role

Provide context about the client's industry and role for better personalization.

Optional notes

Additional notes or specific points to include in the email