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Prospecting list

Describe your ideal customer. Pally builds the list, enriches it, and drafts a first email to each one.

Text Pally: Build me a list of prospects that match my ICP.
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You: build me a list of series a to b fintechs in the us, 50-200 people, with a head of ops or coo
Pally: how many do you want, and what's the pitch, so the first emails have a point?
You: 40. we cut reconciliation time for finance teams
Pally: working on it. this one takes a while, so i'll text you when the list is ready.
Pally: 40 prospects ready 📇 each with company, stage, headcount, and the ops lead's name and title. 34 have a verified email, 6 are LinkedIn only. drafts written for all 40, each referencing something specific to that company. review in batches of 10?
You: yes, send the first 10
Pally: here they are. approve, edit, or skip any of them. the approved ones go out from your inbox, and i'll remember who you contacted and when.

The routine

How it works

GmailCRM

Describe who you're trying to reach in a sentence. Pally finds matching companies and the right person at each one, gathers what it can verify, and writes a first email per prospect for you to review.

  1. Describe the ideal customer: industry, size, stage, location, and the role you need.
  2. Pally researches in the background: matching companies, the right person at each, and the details it can verify.
  3. Each prospect gets its own first email that references something real about that company.
The full routine

Describe the ideal customer: industry, size, stage, location, and the role you need. Say how many and what you're offering, so each first email has a point.

Pally researches in the background: matching companies, the right person at each, and the details it can verify. Anything it can't verify is marked unverified.

Each prospect gets its own first email that references something real about that company. Review in batches; approved emails go out from your inbox, and Pally remembers who you contacted and when.

Good for

  • Turning a described ICP into a real, checkable list
  • Finding the right person, not just the company
  • Per-prospect opening lines instead of one template
  • Approving sends in batches of ten
  • Remembering who you contacted and when

Things to try

You: find 40 series b healthcare companies with a head of revenue ops
You: which of these have a verified email?
You: rewrite the drafts to lead with the reconciliation angle
You: send the ten i approved and follow up in five days if they don't reply

Before you start

Common questions

Where does the data come from?

Public sources Pally can read and check on the web. Anything it couldn't confirm, like an inferred email address, is marked unverified.

Does Pally send without my approval?

No. Pally wrote these emails, so they wait for you. Review in batches; only the ones you approve go out.

Can it handle the follow-ups?

Yes. Pally can send the follow-up you approved on your schedule and stop for anyone who replies.

Keep going

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Last updated October 11, 2026.

Have your own recipe in mind?

Anything you'd hand a great assistant, you can hand Pally. Just describe it in a text.

Text Pally: hey pally
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