1. What the Strategist Agent Does
The Strategist Agent is your AI-powered outreach planner.
It creates multi-step, multi-channel sales sequences tailored to:
Your product or service
Your ideal customer profile (ICP)
Your campaign goals
Primary Goal:
Help you build an effective outreach plan—email, LinkedIn, and calling steps—without having to manually map the sequence.
2. Where the Strategist Agent Fits in Your Workflow
The Strategist Agent is used at the campaign level:
When building or revising a campaign sequence
Often paired with the Copywriter Agent to produce both the structure (strategist) and the content (copywriter)
3. Setting Up Your Strategist Agent
Step 1 – Create a Team First
The Strategist Agent must be part of a Team, which defines the Knowledge Center folders it can use.
Example:
Leads Cloud Team → assigned Company Knowledge, Sales Training, and Leads Cloud product folder.
Step 2 – Start the Agent Creation
When creating an agent inside your team and choosing Strategist, you can:
Answer Setup Questions (Recommended)
*Skip and set up manually
Step 3 – (Optional) Answer Setup Questions
These questions give the strategist better context for planning campaigns.
Examples:
Who is your target audience for this campaign?
What’s your primary goal—opens, replies, booked calls?
What channels do you typically use?
What’s your usual follow-up pattern?
Pro Tip:
Include past campaign data or successful sequence patterns for better results.
Step 4 – Name Your Agent
Examples:
Leads Cloud Strategist
Outbound SaaS Strategist
BDR Playbook Designer
Pick a name you’ll easily recognize in dropdowns.
Step 5 – Define the Role
Example:
You are a strategist for B2B Rocket. Your job is to design high-conversion multi-channel outreach sequences for SaaS founders in North America. Prioritize reply rate and relationship-building.
Step 6 – Add Specific Instructions
Examples:
Prioritize short first-touch emails
Use LinkedIn connection requests before cold calls
Always follow up 3+ times over 14 days minimum
Include value-based touches (resource sharing) in mid-sequence
4. Advanced Configuration
Once created, click the strategist agent to open its full interface:
Left Panel – Configuration
Name, Role & Instructions – Edit anytime
Knowledge Center – Assign/remove knowledge folders
Campaign Type Settings – Define sequence goals and style
Winning Sequences – Paste examples of high-performing past campaigns
Goals & Metrics – Tell the AI if you want to optimize for opens, replies, or conversions
Right Panel – Chat Interface
Ask for sequence outlines
Explore variations (e.g., shorter sequence, LinkedIn-heavy version)
Test ideas before deploying
5. Using the Strategist Agent in Campaigns
Access Point
Go to Campaigns → Select a campaign
Top-right corner → Generate Sequence
Select your Strategist Agent
Provide campaign description and audience details
Answer (optional) AI-generated questions to improve targeting
Choose:
Number of touchpoints (e.g., 8–12)
Campaign duration (e.g., 30 days)
Channels (Email, LinkedIn, Calling)
Click Generate Sequence
Example Output
Request:
“Create an 8-step cold outreach sequence targeting HR directors in mid-sized US healthcare companies. Prioritize LinkedIn + email. Focus on booking demo calls.”
Possible Result:
Day 1 – LinkedIn Connection Request
Day 2 – Email: Intro & Value Hook
Day 4 – LinkedIn Message: Follow-up with resource
Day 7 – Email: Case Study
Day 10 – Call: Voicemail drop
Day 14 – LinkedIn Message: Event Invitation
Day 18 – Email: Offer to help solve a pain point
Day 25 – Final Email: Last touch before closing
6. Best Practices for Great Output
Pair with a Copywriter Agent – Let the strategist handle structure and the copywriter handle messaging.
Be Clear on Goals – Tell it if you want high opens, replies, or booked meetings.
Provide Examples – Give winning sequences to guide structure.
Segment by ICP – Different audiences may require different strategist agents.
7. Quick-Start Flow
Organize Knowledge Center
Company → Sales Training → Product-specific info
Create Team
Assign relevant folders
Create Strategist Agent
Name, role, instructions, goals
Test in Chat Panel
Generate test sequences
Deploy in Campaign
Generate full outreach plans in seconds