Pipeline
Companies
| Company ▲▼ | Stage | Pri | Tier | Est. Value | Days in Stage | Last Activity | Owner |
|---|
Contacts
Activity Feed
Offerings & Deal Terms
Email Templates
Outreach
licensing@rachelbloom.com mailbox forward is configured. Until then, you can enroll contacts, manage sequences, and work the LinkedIn task queue manually.
AI Dossiers
Deal Value Modeling
Company
Insights & Trigger Events
Playbook
The one-sentence strategy: Use DTC traction and AI-generated intelligence to open conversations with 20 luxury/premium travel brands, guide them from Prospect → Signed, and track everything from first email to paid royalties in one place.
The daily workflow
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1
Pick a company
Open Pipeline (kanban) or Companies (list). A-priority brands are your top 5. Click one.
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2
Generate intelligence (once per brand)
Inside the company drawer, click ✨ Generate AI Dossier. Costs ~$0.25, takes 60–90 seconds. Claude researches the company's strategy, decision-makers, tech stack, and pitches the angle.
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3
Find their people
In the same drawer, click 🔍 Find Contacts (Apify). Scrapes LinkedIn for up to 10 leadership-level employees, verifies emails, inserts them as contacts. Costs ~$0.12 per company.
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4
Send the cold open
Click ✉ Email on any contact. Pick the "Cold Open — Category Leader" template from the Prospecting group. Claude auto-fills the name + company. Edit to taste. Send.
Emails go from
licensing@rachelbloom.comvia Resend. Replies forward to your inbox. -
5
Move the stage
When they reply, drag the company card in Pipeline to Contacted. If they agree to talk, Meeting Booked. Etc. The stage drives the weighted pipeline forecast in Deal Value.
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6
Follow up on no-reply
After 4 business days with no reply, send the "Follow-Up — No Reply" template. After 11 days, the "Referral Pivot" template.
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7
Model the deal
When they ask "what would this cost?" — go to Deal Value, pick their company, walk through Option A (hardware) vs Option B (IP licence) + App + SaaS stack. Talk to the numbers on the fly.
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8
Close
NDA signed → Proposal sent → Negotiation → Signed. Each stage has its own template group. Update the signed deal value when it closes.
What each tab is for
Pipeline
When to use: Daily. This is your home view.
8-stage kanban board: Prospect → Contacted → Meeting Booked → NDA Signed → Proposal Sent → Negotiating → Signed / Lost. Drag a company card to change stage. Click a card to open the full drawer.
Companies
When to use: When you want a list view, or to filter by priority/price tier/country.
Same 20 companies as Pipeline but in a sortable table. Useful for scanning "which A-priority brands haven't been enriched yet?"
Contacts
When to use: When you want to see everyone across all companies in one place, or search for a specific person.
Every contact from every company, with title, email, role type, warmth. Click a row to open their company's drawer.
Activity
When to use: End of day / weekly review.
Chronological log of every email sent, call logged, meeting held, NDA signed, dossier generated — across all companies. A "what's happening" feed.
Offerings
When to use: When building a proposal or quoting a prospect.
Reference library of your pricing: Option A hardware tiers, Option B IP licence rates, App white-label, 11 SaaS add-ons. The source of truth for the proposal PDF you send.
Templates
When to use: When editing or creating email templates. (Not needed for sending — composer has its own dropdown.)
14 pre-written talk tracks grouped by funnel stage. Edit subject/body here, use in composer when sending.
Outreach
When to use: Once automated sequences are live. (Currently dormant.)
Will show LinkedIn task queue, active sequence enrollments, and sent-email log once the sequence engine is deployed. For now, everything happens via the composer on individual contacts.
AI Dossiers
When to use: To see which brands still need intelligence work.
Inventory view of all 20 companies showing "generated" vs "not generated." Cheaper to scan here than click 20 company drawers. Regenerate if a dossier is more than a month old.
Deal Value
When to use: When quoting a prospect live, or building your own forecast.
Interactive calculator. Pick a company, model Option A/B pricing + SaaS stack. Top-left shows weighted pipeline forecast ($988K right now) across all 20 brands based on stage probabilities.
Insights
When to use: Before a cold outreach push, to find warm hooks.
Hit "Scan all A-priority" → Claude searches the web for recent news on each brand (exec changes, product launches, funding, partnerships). Use any finding as a warm-opener hook in your email. Has 30-day cooldown to avoid burning AI spend.
Key concepts
The two deal options
Option A — Hardware supply: Lockus manufactures finished bags, ships them to the brand, they sell them. $42–58/unit depending on volume. Min order 5,000 units.
Option B — IP licence: Brand manufactures their own bags using our patented tech. They pay $6–12/unit royalty + $25K/year minimum. Lower margin per unit but higher margin for them.
App white-label ($75K setup + $3,500/mo) and SaaS add-ons ($27,400/mo full stack) layer on top of either option.
Target personas (who to email)
Leadership at travel/accessory brands: CEO, CMO, CPO, VP Product, Head of Innovation, Head of Partnerships, General Manager, Ecommerce Director. Apify is configured to scrape these roles specifically.
Titles that usually don't respond cold: individual contributors, coordinators, associates.
Priority tiers (A / B / C)
A-priority (focus first): brands where Lockus tech clearly fits their positioning. Currently: Tumi, Away, Samsonite, Coach, Rimowa, Briggs & Riley, Béis, Delsey.
B-priority: good fits but secondary. Monos, July, Paravel, Herschel, Dagne Dover, Fjällräven.
C-priority: lower priority, nice-to-haves. Globe-Trotter, Bric's, Hartmann, Filson, Peak Design, Aer.
Variables in templates
{{first_name}}, {{last_name}}, {{company}}, {{product_line}}, {{sender_first}}. All auto-filled when you pick a contact in the composer.
Email verification status
Verified (green): Apify confirmed via SMTP the email accepts mail. High confidence. Send freely.
Guessed (amber): Pattern-based guess like firstname.lastname@domain. May bounce. Use a catch-all tester like Hunter before sending to cold prospects, or accept ~30% bounce risk.
The engine behind the scenes
wiqyzftyhkfljhxkoxeq. Tables: lic_companies, lic_contacts, lic_activities, lic_emails, lic_dossiers, lic_enrichments, lic_insights, lic_sequences, lic_enrollments, lic_email_templates, lic_offerings.lic-generate-dossier and lic-scan-insights edge functions. ~$0.25 per dossier, ~$0.10 per insight scan.lic-send-email. Sends FROM licensing@rachelbloom.com. Replies forward to saul@.Good-to-know gotchas
- Never send to a prospect without testing first. Send to saul@rachelbloom.com first every time you spin up a new template.
- Enrichment returns 0 sometimes. Means the LinkedIn URL is wrong or the company has a very thin LinkedIn presence. Fix the URL in the company drawer, retry.
- AI Dossiers take 60–90s. Don't hammer the Generate button — it's running a multi-step research task.
- Don't regenerate dossiers casually. They cost $0.25 each. Once per brand is plenty until the info is stale (3+ months).
- Email confidence "guessed" means the address is a pattern-guess, not SMTP-verified. Riskier to send cold.