Is this the old drips and blasts?

Underneath, yes. Drip programs and stage blasts are the engines, and they've carried FUNDesk outreach for months. An agent is the thing you name on top: it holds the audience, the schedule, the runs, and the numbers. The Campaigns page now opens Agents, and every program and campaign you already had shows up there as one.

Does it send without me?

Only if you say so. Review is the default, so a run waits for you to read it. The first run is always a test that sends nothing.

What does a run cost?

Each run shows what it spent, and the agent's Analytics tab shows cost per email, so you can see what a reply costs you.

Yes, on their own deals. An admin can point an agent at the whole workspace or at one rep's book.

Sequence agents can, by SMS, one lead at a time on its cadence. Scheduled agents send email only.

What if a lead moves stage or replies mid-run?

It's held. Leaving the stage and replying both stop the agent for that lead, and the hold shows up with its reason in the run.

FUNDesk Agents

Outreach you set up once, in your own words.

Tell FUNDesk who to email, what about, and when. It writes one email per lead from that lead's file, runs a test first, and keeps going until the merchant answers.

Join the waitlist See the rest of FUNDesk

FUNDesk Agents · New agent

Your words

Every Tuesday at a random time, email all my Open Approvals a unique nudge to take the approval, and stop once a lead replies.

Plan itReady in a few seconds.

Or start from an example

Tuesday approvals nudgeEvery Tuesday at a random time, email all my Open Approvals a unique nudge to take the approval, and stop once a lead replies.
Weekday App Out reminderEach weekday morning, remind my App Out leads to finish their application.
Chase missing docsKeep chasing my Docs In leads every 3 days for the missing bank statements until they reply.

Every setting on the right shows the words it came from. Change any of them before you press Spawn.

The plan

Who gets it

Open Approvals. 143 leads, 143 with an email, 0 held.

From your words: “all my Open Approvals”

When

Every Tuesday, a random minute between 9:00 AM and 5:00 PM Eastern.

From your words: “Every Tuesday at a random time”

What it says

One email per lead, written from that lead's file. Goal: take the approval.

From your words: “a unique nudge to take the approval”

When to stop

A reply, or the lead leaves Open Approvals. Six touches at most.

From your words: “stop once a lead replies”

Before it sends

You read each run first. The first run is a test: 5 drafts to read, nothing sent.

Default. Change it if you like.

How many at a time

100 per run, a minute or so apart.

Default. Change it if you like.

Tuesday ApprovalsApproval NudgeTuesday Nudge

Spawn agent

How it works

Say it, check the plan, read the test run.

01
Say it in your words
One sentence. If it can't tell which stage you mean, it asks one question.
New agent
Your words
Every Tuesday at a random time, email all my Open Approvals a nudge to take the approval, and stop once a lead replies.
Plan it
02
Check the plan
Every setting shows the words it came from. Change any of them.
The plan
Who gets it
Open Approvals. 143 leads.
When
Every Tuesday, a random minute, 9 to 5.
When to stop
A reply, or the lead leaves the stage.
From your words: “all my Open Approvals”
03
Read the test run
Five drafts to read, nothing sent. Promote it when they sound right.
Run 1 · Test
- Sage DiagnosticsMarcus, the approval is still openRehearsal
- Acme TruckingDale, one signature and Acme is fundedRehearsal
- Metro DentalPriya, the offer on Metro is readyRehearsal
- Harbor ConstructionJohn, quick one on your approvalRehearsal
- Oak Street BakeryRosa, the numbers we talked aboutRehearsal
Nothing sentPromote

Two kinds of agent

On a schedule, or on each lead's own clock.

Scheduled: Every Tuesday, every weekday morning, or once. The whole stage, each run.
Sequence: Each lead on its own cadence from the day it enters the stage. Email or text.
One stage per agent: Your deals, or as an admin, everyone's or one rep's.
Stops on its own: A reply, leaving the stage, or six touches.

Scheduled · Tuesday Approvals

Tue, Sep 89:58 AM · 100 emailsTue, Sep 151:07 PM · 100 emailsTue, Sep 2211:41 AM · 100 emails

A random minute inside 9 to 5, so the emails never land at the same second every week.

Sequence · Docs In chaser · one lead

Day 0EmailDay 3EmailDay 6TextDay 8Replied. Stopped.

Every lead runs its own clock from the day it enters the stage.

The writing

One email per lead, from that lead's file.

No template: The business, where it sits, what's missing. Every email is its own.
A goal in every message: Take the approval, send the statements, finish the application.
Your voice: Pick the emails that got replies. The writer matches them from then on.
Or ask in chat: "Every Monday morning, check in with my App Out leads" sets one up.

To marcus@sagediagnostics.io

Marcus, the Meridian approval is still open

You're approved at $35,500 and the contract is in your inbox. Want me to walk the numbers before you sign?

To dale@acmetrucking.com

Dale, two trucks and one signature

The approval covers both trucks you mentioned on the call. One signature and it funds this week.

To priya@metrodental.co

Priya, the offer on Metro is ready

Same terms we went over on Tuesday. If the timing is off, tell me and I'll hold it.

Before it sends

Same guards as every other email FUNDesk sends.

Consent and do not contact: Checked before every send. A held lead shows its reason.
Already replied, left the stage: Held. The agent moves on to the next lead.
A daily limit: 200 a day per workspace, about a minute apart. Raise it up to 1,000.
Your permissions: A member's agent sees that member's deals. The whole team is admin only.

Run 4 · Tuesday Approvals · Tue, Sep 1

In stage143

Sent100The most per run

Held5Reasons below

Failed0

Harbor ConstructionNo consent on file
Delta FreightDo not contact
Metro DentalAlready replied
Oak Street BakeryLeft the stage
Summit HVACNo email or phone

Daily limit 200 · about a minute apart · you read it before it sent

Questions

The ones we get asked.

Is this the old drips and blasts?: Underneath, yes. Drip programs and stage blasts are the engines, and they've carried FUNDesk outreach for months. An agent is the thing you name on top: it holds the audience, the schedule, the runs, and the numbers. The Campaigns page now opens Agents, and every program and campaign you already had shows up there as one.
Does it send without me?: Only if you say so. Review is the default, so a run waits for you to read it. The first run is always a test that sends nothing.
What does a run cost?: Each run shows what it spent, and the agent's Analytics tab shows cost per email, so you can see what a reply costs you.
Can my reps use it?: Yes, on their own deals. An admin can point an agent at the whole workspace or at one rep's book.
Can it text?: Sequence agents can, by SMS, one lead at a time on its cadence. Scheduled agents send email only.
What if a lead moves stage or replies mid-run?: It's held. Leaving the stage and replying both stop the agent for that lead, and the hold shows up with its reason in the run.

Set one up in your first week.

Join the waitlist

Bring your book, pick a stage, say what you want. The first run is a test, so there's nothing to break.