Personalisation at scale (with AI, responsibly)
🔒Join free to watch this video lessonFree account · takes 30 seconds · no card neededJoin free & watchAlready a member? Log inPersonal outreach to hundreds of prospects is possible with good research workflows and careful use of AI — as long as every message stays accurate and human.
In this lesson you’ll learn to
- I match personalisation level to account tier
- I use AI to research and draft, not to send blindly
- I fact-check every AI-generated line
- My templates use clear variables
Levels of personalisation
• Segment level — the same message for companies sharing an industry and trigger.
• Account level — a first line about the company (new office, hiring, news).
• Person level — something specific to the individual (a post they wrote).
Use person-level for Tier 1, account-level for Tier 2 and segment-level for Tier 3.
Using AI tools
• Summarise a company website or recent news into one relevant fact.
• Draft first lines from verified facts you provide.
• Suggest variations of a proven email for different industries.
Rules for AI-assisted outreach
• Check every fact. AI can invent details — a wrong compliment is worse than none.
• Never paste personal data into tools that are not approved for it.
• Keep your voice: edit drafts so
🧪 Practise this skill
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