Smith Coffey
BD Outreach Agent
Internal tool that scores a prospect list, drafts outreach, and stops for a human decision. Nothing sends on its own.
How to use it
Four steps. One human gate.
This is the operator path — open the workspace, run a batch, review what came back, decide.
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01
Open the workspace
Sign in with your basic-auth credentials at /app/.
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02
Run the batch
Start a run against the lead sheet. Batch limits cap how many records process at once.
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03
Review scores and drafts
Check fit scores, drafted subjects and bodies, and any language or schema flags.
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04
Record the decision
Approve, skip, or hold. The send path stays off — outreach leaves the firm only when a person chooses.
What it does
Qualify, draft, then stop.
The model handles scoring and drafting. Everything else is a hard stop until someone reviews.
Score each prospect on specialty, career stage, practice structure and location.
Write a short, specific email for high scorers. Schema and language screens reject bad output.
Status stops at drafted, below threshold, suppressed, or needs review. No automatic send.