Sales and outreach setup
How to work with Stan, the AI sales associate
Stan should be treated like a sales assistant who prepares outreach, organizes leads, writes follow-ups, and tracks who needs attention. For live sending, use approval rules and a small first batch.
Best first use: give Stan a small list of warm contacts and have him draft 10 short personal messages for review before sending.
Before importing a list: use the free Stan CSV readiness checker to test five rows, find expected skips, and map the documented lead fields.
Before activation: use the 15-minute Stan campaign preview challenge to check one lead, every message step, follow-up timing, and paused status.
Give Stan these inputs
- The offer, the buyer, the reason it matters, and the exact call to action.
- Customer list, lead source, relationship context, dates, and current status.
- Approved tone: casual, direct, helpful, and not pushy.
- What Stan may send, what he may only draft, and when to stop follow-up.
- Tracking columns: contacted, replied, interested, not interested, signed up, follow-up date.
Good first campaigns
| Campaign | Why it works | Best CTA |
|---|---|---|
| Current customers | They already know the product and came through your link. | Invite them to the partner program. |
| Warm social leads | They saw the content or asked a question. | Offer to show what setup looks like. |
| Local business owners | They often need marketing, phone, inbox, or sales help. | Send a short use-case example. |
| Trial or demo follow-up | People need a nudge after exploring. | Ask what employee they want help setting up first. |
Prompt Stan like this
Review this list and prepare 10 short outreach messages. Keep them personal, casual, and helpful. These people already use or clicked through Marblism, so do not overexplain the product. Invite them to check out the partner program because people who already use the platform can explain it better than strangers. Do not send anything until I approve.
Suggested follow-up rhythm
- Day 1: short invite with one clear link.
- Day 3 or 4: light follow-up with a benefit or answer to a common concern.
- Day 8 or 9: final simple check-in.
What to avoid
- Do not make first messages long.
- Do not lead with income claims to new people.
- Do not send duplicate messages to people already contacted.
- Do not keep following up after someone says no.
Based on hands-on small business use and the official Marblism help materials for Stan and sales workflows.