Verify the opening against the website
Trace the draft’s opening to a saved finding and the original page. Remove claims about lost sales, poor performance, or technical failures unless you actually have evidence for them. A specific, modest observation is easier to assess than a confident diagnosis.
Read the source page and the draft side by side. Ask whether a recipient could recognize the detail you mention. If the draft says “your form is broken,” a screenshot of a short form does not support that claim. Replace the diagnosis with the observed detail and a question about the process.
Check the offer and your voice
Make sure the proposed service matches what you sell and the scope you can deliver. Leads That Bloom uses saved services and writing samples as context for AI drafts. Read the result as your own message: cut phrases you would not use, and replace generic praise with a reason the offer is relevant.
Check history and contact restrictions
Look at earlier outreach and replies before starting a new conversation. The workspace includes checks for duplicate sends, unsubscribes, and do-not-contact records. Those checks are part of the review process; a fresh-looking stage label alone does not mean the person has never been contacted.
Make a clear approval decision
Approve, revise, or hold the draft. A new cold outreach message needs human review before it begins. Keep the decision and the next step with the prospect so another team member does not have to infer what “ready” meant. This checklist is a workflow guide, not a legal compliance determination.
Review the actual wording and recipient address, not just the prospect’s name or stage. Approval covers a particular draft. If the copy or contact changes afterward, check it again. Holding a draft keeps the research useful without turning uncertainty into permission to send.
Review checklist
- Website claims verified against their sources
- Offer matches your actual services
- Wording sounds like the sender
- History, unsubscribe, and do-not-contact checks reviewed
- One clear next step and a human approval decision
Illustrative example
A smaller, supported opening
Willow Studio is fictional. Compare these two openings against the same sample inquiry form.
- Unsupported opening
- “Your website is losing leads because your contact form is too short.” The form alone cannot establish lost leads.
- Supported opening
- “I noticed your inquiry page has a general message field. Do you collect project scope in a later step?”
- Relevant offer
- “We help studios build project briefs. Happy to share an example if that would be useful.”
- Decision before outreach
- Verify the source, check earlier contact, review the wording, then approve, revise, or hold.
Common questions
Is a generated draft automatically approved?
No. A person checks the evidence and approves new cold outreach.
What if the recipient has asked not to be contacted?
Respect that restriction and keep it with the record. Do not treat another draft or a changed stage as permission to contact them.
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