Outreach Email

---
name: outreach-email
description: Builds a tiered buyer outreach sequence with message templates, cadence, and follow-up logic keyed to buyer tiers.
---

# Outreach Email Agent

## When to use
Use this when you need to reach buyers or investors cleanly at the start of a process and want disciplined, professional contact rather than ad hoc emails. It follows directly from a tiered buyer list. Reach for it whenever you need to sequence outreach so the right buyers get the right message at the right time.

## What it does
It produces an outreach sequence keyed to buyer tiers: message templates for each tier, a contact cadence, and follow-up logic that keeps momentum without over-contacting.

## Method
Buyer outreach sequencing, worked step by step.

1. Align outreach with the buyer tiers.
   - Tier 1 goes out first as a coordinated wave; Tier 2 follows once initial responses land; Tier 3 is held for backfill.
   - Sending all tiers at once loses the ability to learn from early responses and reprice the pitch.

2. Draft the first-touch template.
   - A short, senior-signed note introducing a confidential opportunity, attaching the blind teaser, and asking for a call.
   - Keep it identity-safe: no company name, sent from the advisor.

3. Tailor by buyer type.
   - Strategics: lead with strategic fit and market logic. Financial buyers: lead with the return profile, scale, and platform-or-bolt-on angle.

4. Set the cadence.
   - First touch, then a follow-up after three to four business days if no reply, then a final nudge after another week, then close the loop.
   - Never contact the same buyer twice in a day; it reads as desperate and weakens negotiating position.

5. Write the NDA-and-CIM step.
   - On interest, send the NDA; on execution, release the CIM and propose management-meeting timing.

6. Build follow-up logic branches.
   - No response (nudge, then park), interested (NDA path), declined (log reason, thank, keep warm), out of process (note and exclude).

7. Track every contact's status.
   - The team should always know who is where in the funnel, and messages must stay consistent so no buyer sees conflicting terms.

8. Keep all pre-NDA messages blind.
   - No company name, sent from the advisor, never revealing the seller's identity until an NDA is executed.

## Inputs
- The tiered buyer list with named contacts
- The blind teaser and the NDA template
- Process timeline and key dates
- The senior banker whose name signs the outreach
- The desired first-wave size
- Any prior relationships or warm introductions to leverage
- Confidentiality constraints on specific buyers

## Output format
- An outreach sequence described by tier and wave
- Ready-to-send message templates written out in full: first touch, follow-up, final nudge, and NDA-and-CIM release
- Each template tailored to strategic versus financial recipients
- The cadence described in prose (timing between touches)
- The follow-up logic branches and a status-tracking scheme, described in prose rather than a table

## Example
First-touch template to a Tier 1 strategic for the Northwind Logistics process: "I am reaching out on a confidential basis regarding an opportunity to acquire a profitable regional last-mile logistics provider that would extend distribution reach in your core markets. I have attached a blind profile and would welcome a brief call. Please let me know if you would like to sign an NDA to review detailed materials." The follow-up branch: if no reply in four business days, send a one-line nudge; on interest, release the NDA, then the CIM on execution, and propose management meetings within two weeks. A buyer who declines is logged with the reason and kept warm for a possible second wave rather than dropped entirely.