Platform

Outreach Rehearsal

Practise a cold outreach email before you send it. A simulated buyer, grounded in the recipient company’s public website, reads your draft and reacts in character. Each review shows the source behind every finding, and the pre-send checks follow the recipient’s country. Nothing is ever sent.

How a session works

  1. 01

    Set up the session

    Pick the Diagnostic of the business the message is from: it gives the seat your business name and website. Then tell the session:

    • the web address of the business you are writing to
    • the seat you are writing to
    • where the recipient is located
    • what prompted the message
    • what you want it to do and what a good outcome looks like

    Rehearsal reads the recipient’s website itself and does not use any Diagnostic you have run on that business.

  2. 02

    Write the draft

    A subject line and a body, with your sign-off in the body exactly as you would send it:

    • name
    • business
    • mailing address
    • contact method
    • how to opt out

    Follow-ups work too. Paste what you already sent, and the draft is reviewed as a continuation rather than a second introduction.

  3. 03

    Read the review

    Each draft is scored on six dimensions:

    • who you are, why them and what you are asking
    • length
    • personalisation, meaning whether the message carries something specific to the recipient and whether the opening clause is about them
    • whether it opens on something the recipient published
    • assumptive language
    • the requirements for the recipient’s country

    Every finding carries a severity and its source.

  4. 04

    Hear how it lands

    Ask the seat to answer. It may engage, raise an objection, brush you off or not reply at all. The outcome is drawn before the reply is written, so no reply is a real outcome rather than an error.

  5. 05

    Work through the pre-send checklist

    A checklist for the recipient’s country. Where an item is in the message itself, what the review found is shown beside it, and you still tick it yourself. The rest only you can confirm:

    • for a recipient in Canada, a recorded consent basis
    • a check of your suppression and opt-out records
    • where the message sits in your sequence

    Then you send it from your own tools, if you choose to.

A session is one message and the drafts you write for it. The readiness state it shows is advisory: it says whether your latest draft met the rubric’s threshold, it locks nothing, and the rubric behind it is still being calibrated.

For agencies and consultants

The prospect outreach playbook puts this to work before a first approach, in three moves:

  1. Run a Diagnostic on the prospect’s site.
  2. Pick the one finding that matters to them.
  3. Rehearse the message here before it goes out from your own tools.

Rehearsal reads the prospect’s public pages itself and does not read the Diagnostic you ran on them, so you carry the finding into your draft.

The prospect outreach playbook → For consultants →

What a session is grounded on

The sender’s Diagnostic

Your business name and website, taken from the Diagnostic of the business the message is from. That is who the seat knows you as.

A fresh read of the recipient’s public pages

The website of the business you are writing to is read fresh for the session, and read again whenever no recent read is held. Apart from what you type, including any saved persona, nothing your account holds about that business is used, whoever they are, including any report you have run on them.

When you mark the business as run by one person, or the read of its site describes it that way, the business is the person, so the session uses a generic seat with no company grounding. Choosing the generic seat yourself works the same way. Either way, the session runs on the sender’s Diagnostic and the spec you write.

Seats, not people

You set the session up for a seat at a company, not a named individual*, and there is no field for a person’s name. The seats run from an external fractional chief marketing officer, who can decide quickly, to procurement and finance, the hardest to move.

You can save a persona and describe how its seat behaves. That description is stored privately with the persona, never aggregated into anything else, and deleted with it. Anything that points at a specific person, such as an email address or a link to someone’s profile, is screened out of the description. The screen is a safeguard, and it does not catch every way of pointing at a person.

Footnotes

Naming the person is not needed to practise the message. Building profiles of named individuals also brings obligations under privacy laws such as the European Union’s General Data Protection Regulation (GDPR), its United Kingdom counterpart (the UK GDPR) and Quebec’s Act to modernize legislative provisions as regards the protection of personal information (Law 25), so Rehearsal has no field for a person’s name and researches the company from its public pages, never the person. This describes how Rehearsal is built, not what the review checks. ↩︎

Where each finding comes from

Outreach rules follow the recipient, not the sender, so you say where the recipient is and the review reads the draft against that country’s requirements for commercial email. For a recipient in Canada, that is Canada’s Anti-Spam Legislation (CASL); in the United States, the Controlling the Assault of Non-Solicited Pornography And Marketing Act (CAN-SPAM).

The review reads each draft for the parts of the message those laws set out: who is sending, a mailing address, a way to reach the sender, a way to opt out, and a subject line that does not misrepresent the message. For a recipient in Canada it also asks whether you have recorded a consent basis, which CASL requires before the send and CAN-SPAM does not. Each of these findings cites the section of the statute or regulation it comes from.

The other findings, on structure, length, personalisation, the opening and assumptive language, are practitioner principles, and each one says so: no measured outcome is claimed for them.

A finding says what is present or missing, never whether a message is lawful. When a review finds nothing, it says “All checked requirements present for this profile.” That review still lists what it does not check: European Union and United Kingdom rules, sector-specific regimes, telemarketing and voice, what it cannot see about the recipient, and whether what the draft says about them is true.

Illustrative: two findings from a review
  • High REH-JUR-ADDR-001

    The message carries no mailing or physical postal address.

    Source: CASL (S.C. 2010, c. 23) s. 6(2)(a) and the Electronic Commerce Protection Regulations (CRTC), SOR/2012-36, s. 2 — sender identification and mailing address. CAN-SPAM, 15 U.S.C. § 7704(a)(5) — sender identification and a valid physical postal address.

  • Medium REH-PERS-002

    Recipient-specific detail exists, but the opening clause the recipient reads first is about the sender.

    Source: Practitioner-derived outreach craft principle. No measured outcome is claimed.

Which plans include it

Every paid plan, from Starter up. Sessions are shared by everyone on the account and reset on the first of each month. It is not on the Free plan, though the Diagnostic a session starts from is free.

Agency plans

Outreach Rehearsal sessions a month on the Agency plans
Plan Sessions a month
Consultant 3
Studio 10
Firm 15

Compare agency plans →

Business plans

Outreach Rehearsal sessions a month on the Business plans
Plan Sessions a month
Starter 1
Pro 3
Enterprise 10

Compare business plans →

What Outreach Rehearsal does not do

  • It sends nothing. There is no email sending, no sequencing and no dialler; the message leaves from your own tools.
  • It stores no contacts and supplies no lead lists. You bring the prospect.
  • It simulates a seat at a company, never a named person, and the reply is practice, not a prediction of how a real recipient will respond.
  • It covers email to recipients in Canada and the United States only. European Union and United Kingdom rules, sector-specific regimes such as financial services, health and gambling, and telemarketing and voice rules are not modelled.
  • It cannot see what is outside the message and the public pages: whether the recipient has opted out elsewhere, whether an address was conspicuously published, or whether a prior relationship exists. It reads the draft, not the world, so it does not check whether what you say about the recipient is true.
  • A review with no findings means every requirement it checks is present. It is not legal advice, and it is not a statement that a message is lawful.

Start with a Diagnostic

A session starts from a Diagnostic of the business the message is from, so that comes first. It is free.

Run your free Diagnostic

Already on a paid plan? Open Outreach Rehearsal →