Workspace Guide

How To Use iMessage Outreach

如何使用 iMessage Outreach

Use this workspace to review leads, shape AI-first outreach drafts, and send iMessage or SMS one person at a time with a human check before every send.

Open Workspace Start Here

1. Before You Start

  • Keep this Mac mini online and make sure Messages can already send normally.
  • Prepare or update lead data outside the page, then use this workspace for review and sending.
  • Run phone lookup and lead verification first so your draft is based on stronger data.
  • Use this workspace as a reviewed sending queue, not as a bulk blast tool.

The safest workflow is still: verify, read, edit, then send.

2. Main Layout

  • Contacts: search and browse the saved contact list.
  • Review Queue: verified leads or recent conversations.
  • Conversation: phone check, AI notes, message history, and send box.

3. First-Time Workflow

  1. Open Verified Leads in the middle column.
  2. Click one lead to load its review summary and draft on the right.
  3. Read the phone check and verification notes first.
  4. Edit the AI message if needed.
  5. Send only after manual review.
  6. Mark the lead reviewed when you are done.

4. Queue Buttons

  • Verified Leads: leads that passed the current screening flow.
  • Conversations: recent message threads from your local setup.
  • Generate Next 25: fills missing drafts for the next batch.
  • Mark Selected Reviewed: marks the current lead as completed for this pass.
  • Refresh: reloads the latest saved state.

5. What “Verified” Means

  • The phone number looks sendable.
  • The person or company record matches what you expect.
  • The company domain or website is reachable.
  • The role, company, and contact data look internally consistent.

“Verified” means ready to review, not safe to automate blindly.

6. AI Draft Tips

  • Treat the draft as a starting point, not a final script.
  • Keep first-touch messages short and specific.
  • Lower the CTA pressure when a lead feels cold.
  • Read message history before sending a second touch.

7. Safe Sending Rules

  • Do not send before reading the review summary.
  • Skip leads that feel off-topic or mismatched.
  • Prefer one-by-one review over bulk behavior.
  • Check the conversation tab before sending again.

8. Suggested Daily Routine

  1. Refresh the queue.
  2. Generate the next missing draft batch.
  3. Review from top to bottom.
  4. Edit and send only the leads you are comfortable with.
  5. Mark each completed lead as reviewed.
  6. Switch to conversations to monitor replies.