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HouseAdvisor file

Revenue · Advisors

Book the first 200 from a box you own

List, verify, mailbox, sequence, book. First 200 from a box they own.

Fit B2B advisors. Can name the buyer. Will send from a box they own.

Unfit A local shop already full. That is Recover. A list with no verify.

The map

Does

List, verify, mailbox, sequence, book. First 200 from a box they own.

Stack
Apollo + Clay Reoon-class verify InfraSuite-class mailbox Instantly three emails iClosed GHL + File log
Logic
  • IF they cannot name the buyer → stop
  • IF the list is not green → do not send
  • IF Instantly is not warmed and capped → do not launch
  • IF they reply YES → iClosed 12-min book

The journey

Start here
Apollo + Clay name the 200
Reoon-class verify drop the dead ones
02

Drop dead ones

No send until the list is green. A bounce is a wasted send. Verify first.

Bot runs verify and drops dead rows You login / pay
InfraSuite-class mailboxes a box they own
03

A box they own

DNS done. Warmed later. Not the personal Gmail. Domain checkout if they still need one.

Bot stands up the box and DNS You pay + Microsoft 2FA. Domain checkout if needed
Instantly import · warmup · do not launch
04

Import. Warmup on. Cap it.

Import via Microsoft OAuth. Warmup on. Conservative cap. The bot does not launch.

Bot imports via Microsoft OAuth, warmup on, conservative cap. Does not launch. You Instantly login / 2FA / pay
The three emails ask · proof · close
The three emails
05

The ask, the proof, the close

Bot writes from the list. Locked copy. Do not rewrite mid-flight.

Bot writes the three from the list You nothing

Email 01 · The ask

I work with [same title] who already have the book and still lose the hour. Worth a 12-minute look this week?

Email 02 · The proof

Same note. Here is the one page that shows how the book qualifies before the call. If it is useful, I will hold a slot.

Email 03 · The close

Last note from me. If you want the slot, reply YES and I send the link. If not, I stop.

iClosed 12-min event · YES gets the book
06

The book behind YES

A 12-minute event. Three qualifier questions. A YES reply gets the book, not a GHL calendar.

Bot opens the 12-min event and three qualifier questions You iClosed login / 2FA / pay
GHL inbox + File log launch 200 · log the trail
Done

The File is closed

200 sent from a box they own. Yeses have a dated iClosed slot.

Free · Operator SOP

Run the outbound trail

If you are a B2B advisor, can name the buyer, and will send from a box you own, do this. You only do login, 2FA, or pay.

Fit gate

  • If you are a B2B advisor, can name the buyer, and will send from a box you own, stay.
  • If you are a local shop already full, stop. Open Recover.
  • If you have a list with no verify, stop. Do not start a list.

Affiliate URLs stay as stubs. Do not invent a URL. Do not quote inbox rates.

Tools in order

  1. Apollo
  2. Clay
  3. Reoon-class verify
  4. InfraSuite-class mailboxes
  5. Instantly
  6. iClosed
  7. GHL inbox + File log

Numbered run

  1. Open Apollo. You: login / 2FA / pay. Bot: pull 200 that match the buyer on the intake. Title, company, why they are on it. In Clay, write a one-line reason per row. Do not invent a buyer they did not name. If Open Apollo or Open Clay is still a placeholder, stop and wait. Do not invent an affiliate URL.
    Bot pulls 200 + one-line reasonYou Apollo login / 2FA / pay
  2. Open Reoon-class verify. You: login / pay. Bot: drop dead mailboxes. No send until the list is green. A bounce is a wasted send.
    Bot runs verify and drops dead rowsYou login / pay
  3. Open InfraSuite-class mailboxes. You: pay + Microsoft 2FA. Domain checkout if they still need a domain. Bot: stand up the box and finish DNS. The trail starts from a box they own. Not the personal Gmail.
    Bot stands up the box and DNSYou pay + Microsoft 2FA. Domain checkout if needed
  4. Open Instantly. You: login / 2FA / pay. Bot: import via Microsoft OAuth. Warmup on. Conservative cap. The bot does not launch. If Open Instantly is still a placeholder, stop and wait.
    Bot imports via Microsoft OAuth, warmup on, conservative cap. Does not launch.You Instantly login / 2FA / pay
  5. Bot writes the three emails from the list. Locked copy. Do not rewrite mid-flight. You: nothing.
    Bot writes the three from the listYou nothing

    Email 01 · The ask

    I work with [same title] who already have the book and still lose the hour. Worth a 12-minute look this week?

    Email 02 · The proof

    Same note. Here is the one page that shows how the book qualifies before the call. If it is useful, I will hold a slot.

    Email 03 · The close

    Last note from me. If you want the slot, reply YES and I send the link. If not, I stop.

  6. Open iClosed. You: login / 2FA / pay. Bot: open a 12-minute event and three qualifier questions. A YES reply gets this book. Not a GHL calendar. Not Cal.com. If Start iClosed is still a placeholder, stop and wait.
    Bot opens the 12-min event and three qualifier questionsYou iClosed login / 2FA / pay
  7. Bot launches 200 from the box they own and writes the File log: sent, bounced, yes, silence, booked. Do not rewrite the trail mid-flight.
    Bot launches 200 and writes the File logYou nothing

File log columns

date · name · title · company · sent · bounced · yes · silence · iClosed slot

Done rule

Stop when 200 have gone out from a box they own and every yes has a dated iClosed slot.

Do not

  • Do not launch Instantly before warmup and the cap are on.
  • Do not send from a box they do not own.
  • Do not skip verify.
  • Do not invent affiliate URLs or inbox-rate claims.
  • Do not rewrite the three emails mid-flight.

Free · Run it in your AI

Prompt pack

Free means they use the AI they already have. Paid is the installer that walks it for them.

Ask AI

For

  • B2B advisors. Can name the buyer and the one-line reason.
  • They will send from a box they own, not a blast tool they do not.
  • The job is the first 200 asks, then a dated book.

Not for

  • A local shop already full. That is Recover.
  • A list with no verify.
  • Anyone who will not own the mailbox.

Next board

Only qualified sits on the book

iClosed. Sales books here, not on a GHL calendar.