Sign Service Butler · Admin Console

Targeting

Cities and brokerages SSB contacts. Scraping pulls agents from these brokerage directories.

Target cities

Brokerages

Volume preference

Top producers (6+ listings) Newer agents Both Don't care

Email Templates

One template per quarter. Click to edit. Use merge tags to personalize.

Sender Info

How outbound emails appear to agents. Required for CASL compliance.

Sender name

Reply-to email

Email signature

Business address (CASL required)

Schedule

When and how often the system sends quarterly outreach.

Cadence

Total emails per quarter

Spread across (days)

Send window

to

Send days

Schedule: spread 1,000 emails across 10 days...

Existing Clients

SSB's killer feature: agents already booking installs through you. The system never emails them.

Auto-tagging is on. When a new agent first books an install with you, they're automatically tagged here and removed from future outreach. No manual list management needed.

Paste emails or domains (one per line)

Auto-detects emails (agent@brokerage.com) vs domains (@brokerage.com)

Loading existing clients...

AI Closer

Claude-powered email agent that replies to agent inquiries on your behalf. Hands off to you when it detects a booking request or complex quote.

AI Closer enabled

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AI mode

Off - AI disabled Hybrid - AI drafts, you approve Auto - AI sends directly

Tone

Max conversation turns 5

Escalation email

Where to send an alert when AI hands off to you.

Hand-off triggers

Booking request Pricing pushback Anger keywords Max turns exceeded Unsubscribe request

Knowledge Base

Sample conversation preview

Sarah McKenzie · Royal LePage · 12m ago

Got a new listing going up tomorrow at 142 Bath Rd, Kingston. Standard for-sale sign with rider. What's your install date?

AI / You · 11m ago

Hi Sarah, 142 Bath Rd is right in our Kingston route. We can have the sign and rider in the ground before 10am tomorrow. Flat rate $85 install plus $40 takedown when you're done. Want me to lock that in?

Sarah McKenzie · 10m ago

Yes please, lock it in. Also have one more going up Thursday. Can I send that address now?

AI / You · 9m ago

Booked for tomorrow. Send the Thursday address anytime and I'll quote it on the spot. Welcome to the list. First install is on us if Bath Rd goes smoothly.

Sending & Sequences

Connect your email subscription and design the follow-up sequence. Nothing is sent until you connect a provider and switch Live sending on.

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Email provider (your subscription)

Campaign ID (Instantly / Smartlead)

From name

From email

Reply-to

Daily send cap

Business address (email footer, CASL/CAN-SPAM required)

Go-live readiness

All checks should pass before switching Live sending on.

Live sending

When ON, real emails go out through your connected provider. Leave OFF to keep everything simulated. Seeded demo leads are never emailed even when Live is on.

Follow-up sequence

Each enrolled lead walks these steps until they reply. A reply stops the sequence automatically. Use {{first_name}}, {{company}}, {{city}}.

With Instantly: the email copy and cadence live in your Instantly campaign, not here. Build the full sequence inside the campaign; this editor is a reference/draft space and is only sent when your provider is set to SMTP.

Suppression list

Unsubscribes and bounces land here automatically and are never emailed again.

Import CSV

Drafts queue

AI-generated reply drafts waiting for your review. Approve or edit before sending.

Send log

All outbound email attempts, live and simulated.

Time	Recipient	Subject	Step	Provider	Status	Error
Click Reload to load send log.

Activity

Scrape history and recent pipeline events.