The problem this solves
One sequence for a whole list forces a compromise: the copy is general enough to apply to everyone and specific enough to move nobody. A VP of Marketing at a software company and a Head of Operations at a logistics firm share almost nothing about how they describe their problems, and a sequence that addresses both reads as addressed to neither. Segmenting fixes this, and it multiplies the writing.
Segment-level personalization sits between the generic sequence and the one-to-one email. Each segment gets a sequence written from what its members share - the typical stack, the common hiring pattern, the language their job postings use - so every email is specific to the reader's world without being written for one reader. The Personalization Agent derives those shared facts from the list's own data rather than from assumptions, which is what keeps the copy honest.
Instantly is where the campaigns run, so they are created there directly, one per segment, leads loaded, all paused. The review happens in the tool you send from, and nothing sends until you start each campaign yourself.
How the mission runs
- Segment the list by industry and role. The Personalization Agent groups list <name> by industry and by the contact's function and seniority, merging small groups into their nearest neighbors so no segment is too thin to justify its own sequence, and shows you the segments with their sizes before writing anything.
- Gather each segment's evidence. For every segment, the agent reads what its companies have in common - the technologies detected most often, the roles they are hiring, recent funding patterns, the phrases that recur in their job postings - and writes a short brief of the segment's world that the sequence will draw on.
- Write three steps per segment. Each sequence has a first touch that names a shared fact and connects it to your product, a second that adds a proof point relevant to the segment, and a third that closes with a specific ask. Steps are short, spaced by the intervals you name, and written in the voice you describe.
- Create the campaigns in Instantly. One campaign per segment is created in Instantly, named for the segment, with the leads loaded and the three steps as sequence emails, the segment brief attached as a note and every campaign paused.
- Report the segments and samples. A summary lists each segment, its size, the shared facts the sequence uses and the first email in full, so the whole batch can be reviewed from one message before opening Instantly.
The prompt
This is the exact objective the agent receives. Swap the obvious placeholders for your own domain, segment or channel and run it as-is from the console, Slack, or the API.
What comes back
One paused Instantly campaign per segment of list <name>, each with its leads loaded and a three-step sequence written from that segment's shared evidence in your voice, plus a summary of the segments with sizes, the facts used and the first email of each. Contacts that did not fit any segment cleanly are listed with the segment the agent assigned them to, so you can move them before starting.
Make it yours
- Segment by technology instead of industry when the pitch depends on the incumbent tool.
- Add a per-contact first line inside the segment sequence, drawn from each row's latest signal, for a hybrid approach.
- Deliver to Lemlist or Apollo instead of Instantly.
- Write five steps for a longer cadence, or two for a short campaign ahead of an event.
Frequently asked questions
How many segments will there be?
As many as the list supports with meaningful size - usually four to eight for a list of a few hundred. The agent shows the proposed segments before writing so you can merge or split them.
What if my list has no industry or role data?
The agent fills those fields through enrichment first and reports the coverage; segments are built only on rows with the data present, and the rest are listed for a second pass.
Can the segment briefs be reused?
Yes. They are saved with the list, so a later mission - call notes, a follow-up campaign - can draw on the same understanding of each segment.