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Sales OutreachUsing the productAI-written vs template-driven

AI-written vs template-driven.

This is the most important decision in the product. Pick the mode at import time via the Message style dropdown.

AI-written mode (default)

How it works. Every email of every step is freshly written by Claude Sonnet, anchored on the prospect’s research profile and your brand voice.

ProsCons
High personalisation per prospectCosts about $0.04 per prospect (included in your $249/mo)
Each email genuinely different (no two-sentence boilerplate)You can’t predict the wording in advance
Adapts to industry, role, company stage automaticallyLess control over compliance language

When to use. Smaller volumes, high-trust accounts, tight ICPs where every prospect is worth bespoke copy.

Template-driven mode

How it works. You pre-author a 4-step sequence with variables. Every prospect that imports under that template gets the same skeleton, with contact.first_name, contact.industry, contact.personalization_hook etc. filled in from their research profile. See Sequence templates for the full token reference.

ProsCons
Zero AI cost per prospect for sequence generation (research still runs)Less per-prospect variation than AI mode
You see exactly what every prospect will receiveYou write the templates yourself (one-time effort)
Easier compliance review (one template approved = all prospects approved)If a research field is empty, conditional blocks need to handle it
Faster — sequence generation is instant, no Sonnet call

When to use. Volume outreach, regulated industries, mature ICPs where you’ve already iterated copy, or when you want to A/B test wording.

Mixing modes

Pro tip

You can mix freely. Different imports can use different message styles. Some teams keep one template for warm leads (fast, predictable) and use AI mode for cold lists (more personalisation needed).

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