From a list of leads to a tailored sequence for every lead, in four steps.
SimpleSend researches every contact on your list and drafts the whole sequence in your voice. Write a short brief, approve one sample, and every row gets its own emails. Then choose how they go out: launch a Sequence from warmed mailboxes on domains registered in your name, or export one CSV and map it once into Smartlead, Instantly, Apollo or HubSpot. Nothing sends until you launch it.
What the flow looks like from your seat.
Six stops through a real campaign, from the dashboard to a drafted, fact-checked sequence that sends from SimpleSend or from the sender you already use, plus the features along the way you'd otherwise miss.
Your dashboard, at a glance.
Sign in and everything is one screen deep: contacts enriched, emails drafted, monthly usage — and the New campaign button that starts each one. Sequences, LinkedIn and Records — your lists, saved briefs and talk tracks, in folders you can share with your team — live one click away in the sidebar.
Upload, and the fields map themselves.
Pick Email, drop your list, and SimpleSend auto-detects every column — then audits the rows before a single token is spent: valid emails, duplicates, role inboxes, missing required fields. Fix flags in one click or drop the rows.
Connect HubSpot once in Profile → HubSpot and pull any HubSpot list straight into drafting — fields mapped for you, no export step.
One brief drives every email.
Value prop, audience, pain points — then the dials: tone, call to action, signature, preferred length, and a template per sequence step (intro, follow-ups, break-up). Save it as a Saved Brief and your next campaign reuses it in two clicks.
Approve a researched sample first.
SimpleSend researches one real contact and drafts the full sequence — then fact-checks its own claims and QA-flags anything off-spec before you scale it. You see why each finding was used and how confident the research is. Approve it, and only then does the batch run.
March Capital Management
Hey Eddy,
Looks like March Capital brought on an Investor Relations Specialist about eight months back, which often points to gearing up for a capital raise…
Generate all, then send it or export it.
The batch runs for every contact and lands in Records. Review any draft, then pick a path: send it from Sequences, from warmed mailboxes on domains registered in your name, with pacing, replies and unsubscribes handled. Or download the CSV, load it into Smartlead, Instantly or any sender, and confirm each drafted email sits in the right sequence step. Steps 03–04 below cover that hand-off in detail.
Talk Tracks: research briefs, live in your CRM.
The SimpleSend Talk Tracks Chrome extension rides along in HubSpot, Salesforce or your dialer. Open any contact and it generates a research brief and talking points on the spot — the same personalization engine, pointed at your calls.
There's an integration waiting in your Profile — import your HubSpot lists straight into SimpleSend for drafting. No CSV export needed.
Profile → Connect HubSpot → pick a list → draft
Talk TracksBuild a clean lead list.
Search for them inside SimpleSend with Find Leads (paid plans), pull a HubSpot list, or upload a CSV from ZoomInfo, Apollo, Pitchbook or wherever else you source. With the LinkedIn add-on, a Sales Navigator search imports straight in for LinkedIn campaigns. The richer the row, the sharper the personalization. You don't need every column; the more context you give, the more specific each email becomes.
| First NameREQ | Last NameOPT | EmailREQ | CompanyREQ | WebsiteOPT | TitleOPT |
|---|---|---|---|---|---|
| Theo | Park | theo@northwind.example | Northwind Labs | northwind.example | Founder |
| Maya | Lin | maya@acme.example | Acme Robotics | acme.example | VP Engineering |
| Priya | Shah | priya@lumen.example | Lumen Health | lumen.example | Head of GTM |
| Daniel | Fry | daniel@rove.example | Rove Logistics | rove.example | COO |
First Name, first_name, FIRSTNAME). SimpleSend auto-detects on upload, and up to 12 extra columns can feed the brief as notes, links or values. Save the file as .csv with UTF-8 encoding.Upload your CSV to SimpleSend.
Drag the file straight onto the dropzone. SimpleSend validates the columns and flags missing emails, role inboxes and duplicates. Then a short brief (what you sell, who it's for, your CTA, your tone) and an optional paste of 1–3 past emails so we mirror your voice.
…or click to browse. Up to 10 MB. UTF-8 CSV with a header row.
Export the CSV, or send it from SimpleSend.
Every lead gets a tailored subject and body for every email in the sequence. Export one CSV: each lead's contact columns plus a subject and body column per step, one row per lead, every cell fully written and ready to merge. Or skip the file: launch the drafts as a SimpleSend Sequence and each lead keeps its own wording. Nothing sends until you launch it.
ORIGINAL first_name | ORIGINAL company | SIMPLESEND step_1_subject | SIMPLESEND step_1_body | SIMPLESEND step_2_subject | SIMPLESEND step_2_body |
|---|---|---|---|---|---|
| Theo | Northwind Labs | Theo: the Northwind ingestion bug | Saw your tweet about Northwind's pipeline choking on multi-GB CSVs. We hit the exact same wall… | Streaming chunked parses? | Specifically curious whether you've moved off in-memory loads yet. We dropped import time 40m → 90s… |
| Maya | Acme Robotics | Maya: Acme's ROS2 migration thread | Your engineering blog on ROS2 caught my eye, particularly the bit about driver instability under load… | Following up: driver stability | Wanted to circle back on the driver instability piece. We've seen the same with two robotics customers… |
| Priya | Lumen Health | Priya: Lumen's HIPAA messaging launch | Loved the launch note about Lumen's HIPAA-compliant SMS layer. Congrats on shipping ahead of Q1… | Quick note on patient activation | On the patient activation side, we've helped two health systems lift first-message reply by ~3.4×… |
No CSV, no mapping: send it from SimpleSend.
- Each lead keeps its own drafted wording, follow-ups threaded as replies
- Warmed mailboxes on separate domains registered in your name, DNS set for you
- Weekday send window and per-mailbox daily caps
- Replies stop the sequence and land in one inbox; unsubscribes are handled
step_1_subject, step_1_body…), so once you map your CRM template the first time, every future campaign drops in without remapping.Map the columns into your CRM template.
Exporting? Upload the SimpleSend CSV to Smartlead, GoHighLevel, Instantly, Apollo or any sender that supports merge variables. In your template, reference the column names with double braces: SimpleSend's column header is the variable. Your sender runs the sequence and every recipient gets a fully tailored message. Sending from SimpleSend instead? There's nothing to map.
{{step_1_body}}
Best,
Jordan
{{step_2_body}}
Best,
Jordan
{{step_3_body}}
{{step_1_body}}
step_1_body = "Saw your tweet…"
Saw your tweet about Northwind's pipeline choking on multi-GB CSVs…
{{ brackets) before kicking off the full campaign.If your CRM has merge variables, SimpleSend fits in.
Exporting? The CSV speaks every sender’s language; only merge-tag syntax differs, and your column names map one-to-one. Sending from SimpleSend skips the mapping entirely.
Four mistakes we see weekly, and how to dodge them.
Try it on your list.
Drop a CSV, approve one sample, and get a tailored sequence for every lead. Then launch it from SimpleSend or map it into your sender once.