Bulk outreach

Messaging

Send an email or SMS to a whole segment of clients at once.

Demo — nothing is sent

Channel

Recipients

128 recipients

Audience segment

All clients Renewals due (90 days) New leads Funded this year

Subject

Email message Merge fields like {{first_name}} personalize each message automatically.

This will send to the selected segment — using merge fields per client.

Mock send — no messages leave the app

In the live build, sending hands off to an email provider (e.g. Resend) or SMS provider (e.g. Twilio), with delivery tracking per recipient.