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Why the first email waits for your approval

Arlo researches, finds the right people and writes on its own. The first email to someone new still waits for a person on your team. That is on purpose, and it stays that way until you choose to let Arlo send first emails itself.

The first email carries the most weight

A first email speaks for you to someone who has never heard from you. A follow-up continues something you already stood behind; a first email starts it. If the company, the person or the reason to write is off, this is where it shows, and it is the one message you can’t take back with a better second one.

So by default no first email goes to a new contact before a person on your team has approved it. You approve it in one of two places: on the company’s page, or under Conversations → Waiting on you.

On the company’s page

A company’s page shows the first email Arlo wrote for it and the follow-up, marked “Draft” and “Not sent”. Change the text right where you read it, or say under “What should Arlo change?” what should be different, and Arlo writes another version.

“Approve” sends both as they stand, at your sending times. Code puts in the person’s name and the name of the mailbox that sends; nothing else changes. Until Arlo starts on the company, “Withdraw approval” takes it back.

Arlo never writes an approved email anew. If a name can’t be put in, or the last check finds a clear error, the email waits for you as it stands.

Under Waiting on you

A first email nobody approved on the company’s page waits under Conversations → Waiting on you. There each approval shows the draft as it would go out and the facts it rests on, each with its source, so you judge the reason to write, not only the wording.

You can approve, edit or reject it. Every draft is checked before it goes anywhere, and an edited one runs through every check again: if your version doesn’t pass, it doesn’t go out.

When you let Arlo send them

Under Settings → Authority you decide whether Arlo sends first emails on its own. Until you allow it, Arlo asks for every first email to a new contact. Once you do, each one still passes every check before it goes out, and you can take the permission back at any time.

Follow-ups and answers to replies work differently. Arlo sends those on its own only if you allowed it, and answers questions only from what your documents say. Anything else goes to a person.

Money and promises are a separate question

Arlo offers a discount, a guarantee or another commitment of its own only if an owner allowed it, and a discount only up to the limit the owner set. Only owners can change that.

A second model reads every email for prices, discounts, trials and guarantees before it goes out. Your own price, or a free start or trial your offer already has, may be named as your material states it: that is information, not a promise. Anything beyond that never goes out on Arlo’s word: a draft that offers more waits for your approval.

Every change to what Arlo may do is recorded with who made it.

Start with what you have.

A deck, a link, a few sentences. Arlo reads them, asks what’s missing and shows you the first companies. Nobody is contacted until you say so.

Hire Arlo