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.
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 Claude 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 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
Instead of “Your website is losing leads,” a fictional draft could ask, “I noticed your inquiry page uses a general message field. Do you collect project scope in a later step?” It starts from the visible detail and leaves room for the recipient’s actual process.
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.
Talk to us about your workflow
Questions about Leads That Bloom or future access?
[email protected]