For agency owners· Your pipeline + client campaigns

Win clients without becoming an outbound engineer.

SimpleSend researches each prospect and writes the email from what it actually found. No enrichment waterfall to build, no prompt columns to maintain. Save one brief per client and run their campaigns in their voice, not yours.

14-day free trial · No credit card needed · Plans from $50/moDemo · Free · No signup · ~40 seconds

One row in → live research → a finished email out

SIMPLESEND · DRAFT
Row 8 / 120
Research3 findings
  • Demand-gen manager + lifecycle marketer, both open since JulyCareers
  • Series B announced; the plan names pipelinePress
  • Runs HubSpot and WebflowWebsite

Drafted from these findings

To · priya@kestrelhealth.exampleFIG. 03Draft

Your two demand-gen roles

Priya, the demand-gen manager and lifecycle marketer roles have both been open since July, and the Series B note put pipeline at the centre of next year’s plan.

Two searches at that level usually run a quarter each. Worth 15 minutes on how teams normally bridge that gap?

Written from researchVoice matchedQA passed

Illustrative example · highlighted text is what the research found

Works alongside what you already run
ApolloClaySales NavigatorHubSpotSmartleadInstantlyGoHighLevelGmail

To be exact: two of these connect directly. HubSpot lists import read-only, and Sales Navigator searches import through your connected LinkedIn account (LinkedIn add-on). Everything else here is a CSV hand-off, which is all SimpleSend needs. Finished drafts go out as a SimpleSend Sequence or as columns that map into whichever sender each client already uses.

01The situation

Good outreach takes research. Research takes the day.

01Problem

Your pipeline is the first thing to slip

Client work has deadlines. Your own outbound doesn’t. Three good months of delivery and the top of the funnel is empty — usually right when a retainer ends.

02Problem

The tooling expects an ops hire

Enrichment waterfalls, lookup tables, prompt columns, credit budgets. That’s a real skill set. It also isn’t the one you sell, and it isn’t how you want to spend a Thursday.

03Problem

Personalization doesn’t survive volume

Researching one prospect properly takes ten to twenty minutes. Multiply by a client list and it quietly stops happening — the merge fields go in, and the reply rate goes out.

02The work itself

Same email. Ten fewer steps.

Researching by hand
  1. 01Pull the list
  2. 02Open the company site
  3. 03Read their LinkedIn
  4. 04Check the careers page
  5. 05Search for funding news
  6. 06Paste it into a chat window
  7. 07Write a prompt
  8. 08Edit what comes back
  9. 09Paste into the sender
  10. 10Repeat, 120 times
With SimpleSend
  1. 01Upload the list
  2. 02Write the brief once
  3. 03Approve one sample
  4. 04Export or send

The goal isn’t to automate the relationship. It’s to remove the repetitive work that happens before the conversation starts.

03How it runs

From a list to drafts you’d actually put your name on.

Upload
Brief
Sample
Send or export
01Step

Bring the list

Drop a CSV or pull a HubSpot list. Columns are detected and mapped, and blanks, role inboxes and duplicates are flagged before a single credit is spent.

Checked before you pay

02Step

Write the brief once, per client

What they sell, who it’s for, proof points, tone, CTA — plus the research targets and how to play each one. Paste two or three of their past emails and drafts come back in their voice, not yours.

Saved and reusable

03Step

Approve one sample

SimpleSend researches one real row from the list and drafts the full sequence for it. Nothing else generates until you sign off on that one.

Read one, then ship all

04Step

Send it or export it

Launch the sequence from warmed mailboxes on separate domains you set up in SimpleSend, or export stable column headers that map as merge fields into the client’s sender. Nothing sends until you launch it.

Export or send, your call

04The difference

Both of these are personalized. Only one is specific.

Merge fields only
To · priya@kestrelhealth.exampleFIG. 03Draft

Quick question

Hi Priya, I came across your profile and wanted to reach out. We help healthcare companies improve demand generation and drive more qualified pipeline.

Would you be open to a quick call this week?

No researchInterchangeable
Researched first
To · priya@kestrelhealth.exampleFIG. 03Draft

Your two demand-gen roles

Priya, the demand-gen manager and lifecycle marketer roles have both been open since July, and your Series B note put pipeline at the centre of next year’s plan.

Two searches at that level usually run a quarter each. Most teams in that spot bridge the gap rather than wait it out — run the function now, hand it over when the hires land.

Worth 15 minutes to see whether that shape fits?

Every claim traced to a findingVoice matchedQA passed

Same sender, same offer, same list. The difference is that the second one had something to say, because the research ran before the writing did.

Draft one for a real prospect Free · No signup · ~40 seconds
05What to look for

You decide what it looks for and how to play it.

There’s no fixed list of signals to pick from. A campaign brief holds your own research targets — what to look for, and the branch to take when it turns up. These are the ones agency owners tend to start with.

Campaign brief · what to look for3 targets
  • 01

    Open roles in the function we run

    If two or more have been open 60+ days → lead on the gap, not on our services

    Careers pages & job boards
  • 02

    Funding, and what they said it was for

    If the raise names growth or pipeline → tie the ask to the number they committed to

    Press & newsroom
  • 03

    Which martech they’re running

    If they use a platform we specialize in → name it in the first line

    Their site

Written once per campaign · reusable · you can add your own

What comes back
Signal detectedCareers page

Two demand-gen roles open since July

Why it matters

A function that has been short-staffed for a quarter is already costing them, and the people feeling it are the ones who’d sign your contract. It’s a reason to email that has nothing to do with your pitch.

Recommended message

Open on the length of the two searches and what usually happens to pipeline while they run. Offer the bridge, not the retainer.

06What people use it for

Four jobs it does on a normal week.

01Use case

Your own pipeline, on a schedule

Block an hour, upload a hundred accounts, then launch or export the sequence. The part that used to eat a week is the part that runs without you.

02Use case

Client campaigns in the client’s voice

One saved brief per client — their offer, proof points, tone samples, research targets. Campaigns generate against that client’s list, and nothing bleeds between them.

03Use case

Different messaging per niche

The same service sold to clinics and to CFOs needs two different reasons to open. Two briefs, two sets of research targets, one workspace.

04Use case

Walk into the pitch with the research

An optional talk track built from the same research gives you the card for the call: why call now, an opener, discovery questions, likely objections and the next step.

07Where it sits

Keep your stack. Or let SimpleSend send.

Lists come from
  • Apollo
  • Clay
  • Sales Navigator
  • HubSpot lists
  • Find Leads
  • CSV
SimpleSend
  • Research
  • Personalization
  • Drafting
  • Talk tracks
Sending happens in
  • SimpleSend Sequences
  • Smartlead
  • Instantly
  • HubSpot sequences
  • GoHighLevel
  • Gmail mail-merge

Keep the tools you already use at either end. SimpleSend does the research and drafting in the middle, the part that turns a list into something worth sending, then sends it from its own warmed mailboxes or hands each client’s sender a CSV.

08The maths

One retained client covers it many times over.

Individual and Pro bill on credits, not seats: you pay for emails researched and drafted, not for headcount. When more than one person drafts, Teams gives each a seat ($275/mo, 3-seat minimum) on one shared credit pool, and teammates who only review join free.

Individual is $50/mo for 4,000 credits, roughly 300–570 researched emails, with Find Leads included. Pro is $250/mo for 14,000 credits (roughly 1,075–2,000) and adds email sequences with a sending domain and warmed inboxes, which is what most agencies want once client campaigns run every day.

Where most people start

Most agency owners start on Individual and move to Pro once they want SimpleSend to send the sequences too. Teams ($275 a seat, 3-seat minimum) puts everyone who drafts on one shared pool.

09Questions

The fine print, in large type.

  • For ten prospects, yes. What SimpleSend adds is everything around the writing: holding your brief and research targets, running the research per row, keeping every claim traceable to something it found, applying one voice across a whole list, and then sending the sequence or handing back a CSV your sender can read. That’s the part that stops happening when you do it by hand two hundred times.

  • Only if you want it to be. SimpleSend researches every contact and drafts the whole sequence first. Then you pick a path: send it from SimpleSend, from warmed mailboxes on domains registered in your name, with schedules, daily caps, one reply inbox and unsubscribes handled (included on Pro and Teams; on Individual it’s the Email Sending add-on, $49.99/mo), or export a CSV to Smartlead, Instantly, Apollo, HubSpot, GoHighLevel or a Gmail mail-merge. Either way, send cold email from dedicated, authenticated domains, never your main one. Nothing sends until you launch it.

  • No, and you shouldn’t. Keep sourcing wherever you source. HubSpot lists and Sales Navigator searches (with the LinkedIn add-on) import directly; everything else comes in as a CSV. Drafts go out as a SimpleSend Sequence or as a CSV for whichever sender you use.

  • Yes. A brief holds one client’s offer, ICP, value props, tone samples, CTA and research targets, and it’s saved for reuse. Campaigns run against that client’s list with that client’s brief, so voices don’t cross.

  • Paste one to three of your real past emails into the brief and drafts mirror that cadence, openers and sign-offs. A deterministic linter then strips the usual tells (em-dash pileups, “I hope this email finds you well,” leftover template tokens, length violations) before you ever see a draft. You can read and edit any of them before anything sends.

  • A fact-check pass rejects any claim that doesn’t trace back to a research finding, so nothing invented ships. If that strips the opener, a re-anchor pass writes an honest one from the findings that did land. Contacts that can’t be drafted honestly are skipped, and the batch report says why.

11Start here

Your next campaign starts with one list.

Upload your first list and see what SimpleSend finds.

14-day free trial · No credit card needed · No setup call · Plans from $50/mo
PipelineLive
  1. CSV312 rows
  2. Research4 sources
  3. Signals289 found
  4. Emails2,023 assets