5 Simple Steps

From CSV to Booked Meetings

No learning curve. No onboarding calls. No complicated integrations. Upload your leads, let the AI work, and start booking meetings in under 10 minutes.

1

Set Up Your Business Profile

Tell Coldpitch about your business in plain English. Describe your product, your ideal customer, and the angle you want to pitch. This context powers every email the AI writes — it's like giving a new salesperson their onboarding packet.

  • Describe your product or service in your own words
  • Define your value proposition and key differentiators
  • Set your preferred call-to-action (demo, call, trial, etc.)
  • Connect your SMTP email account(s) for sending
Business Profile
Company
Acme Analytics
Product
Real-time dashboard platform
CTA
Book a 15-min demo
Email
sarah@acme.io (connected)
2

Import Your Leads

Upload a CSV file with your prospect list. Pull from Apollo, LinkedIn Sales Navigator, or any lead source. The more data you include, the more personalized the AI can get — but all you really need is a name, company, and email.

  • Drag and drop CSV upload — no formatting gymnastics
  • Auto-maps columns: name, email, company, title, website
  • Supports custom fields for extra personalization
  • Works with exports from Apollo, LinkedIn, HubSpot, and more
leads.csv3 prospects imported
NameCompanyTitle
Sarah KimTechCorpVP Marketing
James LiuDataFlowCTO
Maria ReyesGrowthHQHead of Sales
3

Create a Campaign with AI Context

Set up your campaign by choosing your sequence length, sending schedule, and any additional context for this specific outreach. You can run multiple campaigns targeting different segments with different angles — all simultaneously.

  • Choose 1-5 step sequences with custom delays
  • Set sending windows (business hours, timezone-aware)
  • Add campaign-specific context to tailor the AI's approach
  • Enable A/B testing to compare different angles (Growth+)
New Campaign
Steps3-step sequence
Delay2 days between steps
Send window9am-5pm recipient TZ
AngleProduct-led growth
4

AI Researches & Writes Personalized Emails

This is where the magic happens. For every prospect in your list, the AI generates a completely unique email. On the Scale plan, it first visits the prospect's company website and reads their product pages, about section, and recent news — then writes copy that references specific details.

  • Each email is 100% unique — no repeated templates
  • Scale plan: AI reads the prospect's actual website first
  • References specific products, features, and company details
  • Matches your voice, your offer, and your CTA perfectly
AI-Generated EmailScale
To: sarah@techcorp.com
Re: TechCorp's new analytics dashboard

Hi Sarah, saw TechCorp just launched the real-time analytics dashboard — the cohort analysis feature is a smart move for product-led teams. We helped DataFlow increase their demo-to-close rate by 34% with a similar PLG approach. Worth a 15-min call this week?

Website researched
100% unique
5

Review, Edit & Launch

Before anything sends, you review every email. Edit any copy you want to tweak, approve the batch, and launch. Emails send on your schedule through your own accounts, and you can monitor everything in real-time.

  • Preview every email before it sends
  • Inline editing to tweak any AI-generated copy
  • Batch approve or review individually
  • Real-time dashboard: opens, replies, and engagement
Campaign Analytics

847

Sent

Trending up

412

Opened

Trending up

38

Replied

Trending up

12

Meetings

Trending up

Your First Campaign Timeline

Here's what a typical first day looks like.

1
Minute 0

Sign up & connect your email

Create your account, add your SMTP credentials, and describe your business.

2
Minute 3

Upload your lead list

Drop in a CSV. Columns auto-map. Your prospects are ready.

3
Minute 5

Create your first campaign

Set your sequence length, schedule, and any specific context.

4
Minute 7

AI generates all emails

Watch as the AI writes unique, personalized copy for every prospect.

5
Minute 10

Review & launch

Preview the emails, make any edits, and hit send. Done.

6
Within 48 hours

First replies start coming in

Prospects engage with emails that feel personally written. Meetings get booked.

Ready to See It in Action?

Book a demo and we'll walk you through the entire process live — or just sign up and try it yourself.