Check a prospect for risk before reaching out

A Lindy agent screened a resort for publicity problems and stopped the pitch before it started.

Done with Lindy· Beginner

What they did
Maddie Weber uses Lindy at Blackbird, where they manage hospitality outbound work without a dedicated SDR team. They rely on it to build prospect lists, study accounts, draft initial messages, and prepare for meetings. For a side project, they also set up an agent to examine a well-known resort on its own before any approach was made.
How it went
The agent flagged a PR concern, so the resort was left off the outreach plan. Lindy’s case study says Weber cut 10 to 20 hours from their week and started booking sales meetings on day one, though the resort example is only described in brief.
Tips
Use this kind of agent as a gatekeeper, not just a drafting tool. Since Lindy uses credits, broad research and outreach can burn through a month’s allowance fast.

Try it yourself with Lindy

Before I contact [company or venue] about [product or service], do a background check first. Review its website, recent press, reviews, and social posts, and point out any publicity risks, disputes, or other red flags. End with a short memo that says whether I should proceed or hold off, and include 2-3 customized talking points only if the answer is proceed. Do not send, post, or submit anything without asking me first.

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

Read the original on report.takingheed.com ↗

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