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Mastering the Strategist AI Agent

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)

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:

  1. Answer Setup Questions (Recommended)

  2. *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

  1. Name, Role & Instructions – Edit anytime

  2. Knowledge Center – Assign/remove knowledge folders

  3. Campaign Type Settings – Define sequence goals and style

  4. Winning Sequences – Paste examples of high-performing past campaigns

  5. 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

  1. Go to Campaigns → Select a campaign

  2. Top-right corner → Generate Sequence

  3. Select your Strategist Agent

  4. Provide campaign description and audience details

  5. Answer (optional) AI-generated questions to improve targeting

  6. Choose:

    • Number of touchpoints (e.g., 8–12)

    • Campaign duration (e.g., 30 days)

    • Channels (Email, LinkedIn, Calling)

  7. 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

  1. Organize Knowledge Center

    • Company → Sales Training → Product-specific info

  2. Create Team

    • Assign relevant folders

  3. Create Strategist Agent

    • Name, role, instructions, goals

  4. Test in Chat Panel

    • Generate test sequences

  5. Deploy in Campaign

    • Generate full outreach plans in seconds