Connect by JBRH Open Connect

An outreach sequence, end to end

Outreach starts from a prospect with a contact address that came from evidence, passes a compliance check before anything is written, and stops the moment a reply arrives. The reply is then handled on the ordinary conversation path, not the outreach one: the two paths have different gates and are deliberately never merged.

Status
Available What this means
Audience
both
Channels
email
In the app
#/prospects, #/outreach-advanced, #/needs-you, #/inbox
Last verified
Product version
6.3.2

First contact to stop#

  1. Trigger — a qualified prospect with a contactable address, reached by research rather than by guesswork.
  2. User or external event — a person, or the Assistant, starts the sequence; nothing is sent to a stranger without somebody choosing to.
  3. Authentication and workspace resolution — the sequence runs inside one workspace, and the sending mailbox is one of that workspace's own.
  4. Ingest — the prospect record, its evidence and the angle the research produced are loaded together.
  5. Canonical record — the outreach lives as messages on a thread against a contact, exactly like any other conversation, so a reply has somewhere to land.
  6. Research and reasoning — the message is written from the evidence held about that organisation, not from a template with a name substituted into it.
  7. Knowledge, memory and rules — a block:email directive on the contact ends the sequence before a word is written, and it holds on every future conversation too.
  8. Autonomy and approval — a cold first contact is the case most workspaces hold. Under ask_before_send it becomes an approval; the sender's readiness is checked before it goes.
  9. Compliance and the provider — suppression, unsubscribe, complaints and do-not-contact are all checked in one place, and only then does outbound.py send.
  10. Result — sent with provider evidence, held, or refused with the reason recorded.
  11. Relationship, timeline and memory — the attempt is on the organisation's record whether or not anybody answers, so the next person to look knows it happened.
  12. Audit, usage and Needs You — the send is metered, the decision is logged, a reply is queued for a person, and a refusal is logged as a decision rather than swallowed.

The gates, and what each one refuses#

GateWhat you seeWhat changesWhat can fail
ContactabilityA prospect with no address is not messagedNothing is sentExpecting Connect to fill the gap — it never guesses an address, and a plausible pattern is not evidence
SuppressionThe prospect is skipped, with the reason shownA recorded refusalA suppression that a person clears without reading why it was set
UnsubscribeThe sequence stops permanently for that addressA suppression recordAssuming an unsubscribe on one address covers a colleague's — it does not, unless a block is set on the person
Do not contactThe prospect is never approached againA recorded refusalNothing clears it casually, and the Assistant cannot clear one at all
Sender readinessThe message waits rather than going from an unready mailboxNothing is sentSending cold mail from a mailbox that has never sent anything
AutonomyAn approval instead of a sendA held message in Needs YouA first contact going out unreviewed because the channel rule was never narrowed for outreach
AllowanceThe sequence pausesNothing is consumedReading a pause as a failure and starting the sequence again

Why a reply leaves the sequence#

The moment somebody answers, the work stops being outreach and becomes a conversation. Connect treats that as a change of path, not a change of stage. Outreach email and a customer reply run on separate paths with different gates, and they are never merged — which is the reason a reply is not answered by the next message in a sequence.

The practical difference is what each path is allowed to assume. Outreach is unsolicited and is gated on evidence, consent and suppression before anything is written. A reply is solicited: the person chose to write, and the gates that matter are the ordinary ones — autonomy, the daily allowance, and whatever memory says about them. Merging the two would either strangle replies with cold-outreach checks or let a sequence inherit a reply's permission to keep writing.

A positive reply
Handled on the conversation path, with the prospect's research already attached to the person. Where it changes the commercial picture, from an email to an opportunity is the next step.
A negative reply
The sequence stops. Whether the address is suppressed as well depends on what the reply asked for; a refusal to buy is not an unsubscribe.
An unsubscribe
A suppression, immediately, on the path described in an unsubscribe request.
A bounce or a complaint
Handled as its own flow, because both say something about the address rather than about the person's interest.
Silence
The sequence continues to its own stop condition, and the attempts stay on the organisation's record.

What outreach may not do here#

  • It may not invent an address. A contact reaches a sequence with evidence behind it or not at all, which is the difference between low-volume outreach that works and bulk mail that damages a domain.
  • It may not bypass the send boundary. Cold mail goes through outbound.py like everything else, so it is metered, suppression-checked and recorded with the provider's acknowledgement.
  • It may not re-approach a do-not-contact entry, and the Assistant cannot clear one on your behalf.
  • It may not treat an uncertain send as a failure and try again — that is how one stranger receives the same cold message twice.

The honest limit worth stating: deliverability is not a setting inside Connect. What Connect controls is who is contacted, on what evidence, how often, and with what recorded consent. Whether a message reaches an inbox also depends on the sending domain's own reputation and authentication, which live with the mail host.

Questions#

Can I run a sequence to a list I uploaded?

An uploaded list is a source of prospects like any other, and every row goes through the same gates — contactability, suppression, unsubscribe and do-not-contact — before a message is written. Uploading an address does not create consent to use it.

How many messages does a sequence send?

That is the sequence's own configuration rather than a fixed number, and it stops early on any reply, any suppression and any block. The stop conditions matter more than the length: see stopping a cold sequence.

Where do I see why somebody was skipped?

In the Decision Log. A refusal is recorded as a decision — what was refused, under which rule — precisely so that a skipped prospect is explainable months later without re-running anything.