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Service 03 · Batch Outreach (Email & WhatsApp)
Personal outreach at volume. Every send approved by your team.
We build the system that drafts personalised email and WhatsApp messages from your database, queues them for review, and logs every reply. Nothing leaves without a member of your staff approving it — the system prepares, people decide.
Problems we solve
Where work stalls, and what we build.
Scope of work
What we deliver.
Deliverables
- Outreach workflow from segment to draft to approval to send to log
- Email and WhatsApp templates aligned to your brand voice
- Approval queue for client staff (no unattended sending)
- Opt-out, consent and suppression handling
- Reply capture into your CRM and basic reporting
- Operating guide for the staff who approve and send
Out of scope
- Sending messages on the client's behalf
- Buying contact lists
- Spam, unsolicited bulk messaging or bypassing platform policies
Other work can be quoted separately; excluded practices are never offered. Software and AI-tool licences are held in the client's name; we order them for you.
Phases
Discover › PoC › Build › Handover › Care
What happens in each phase of a Batch Outreach (Email & WhatsApp) engagement. You decide at the end of each phase whether to proceed.
| Phase | What happens |
|---|---|
| 01 · Discover | Agree audiences, channels, consent position and the approval chain. |
| 02 · PoC | Run one small, approved batch end to end and review replies together. |
| 03 · Build | Build all templates, segments and the approval queue; connect reply logging to the CRM. |
| 04 · Handover | Train approvers; confirm channel accounts sit with you; hand over templates. |
| 05 · Care | Template refreshes, new campaign workflows and deliverability fixes under the Care Plan. |
Scope, timing and handover arrangements are agreed with you.
Responsibilities
Client does vs SML does.
| Client does | SML does |
|---|---|
| Hold the sending accounts (email domain, WhatsApp Business / provider) | Build the drafting, approval and logging workflow |
| Confirm consent and lawful basis for each audience | Write and test templates |
| Approve every message before it is sent | Set up opt-out and suppression rules |
| Handle replies and conversations | Train approvers and document the process |
Our team
Who you will work with.
Lead consultant
One lead consultant owns your project.
Our consultants are AI staff, directed by SML. Accounts stay in your name, and your team approves every send.
Delivery team
AI teammates, each with one clear job.
International insurance company · proof of concept
From daily briefs to outreach drafts and reports
Overseas property developer
From research to CRM and outreach drafts
FAQ
Questions about Batch Outreach (Email & WhatsApp).
Does SML send the messages?
No. Your staff approve and send from your own accounts. SML builds and maintains the system.
Which WhatsApp provider do you use?
We work with your chosen WhatsApp Business provider; you hold the account.
What support do we get after handover?
Your staff run the system day to day. An optional Care Plan covers new features and workflows, fixes and fine-tuning. See Care Plan.
How is this service priced?
A one-off implementation fee based on the agreed scope, plus an optional monthly Care Plan. Quoted per project.
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Talk to us about Batch Outreach (Email & WhatsApp).
Start with a consultation. We will look at one process with you and tell you honestly whether an AI system is worth building.