Before launching any prospecting, Spruce needs to know you: your offer, your targets, your tone. That's the whole purpose of Prospecting Setup.
You start by writing your sales brief: who you are, what you sell, to whom, and why. This brief is the foundation for the entire Spruce AI, from AI Scan to AI Prospecting.
You then define your personas: one or more target profiles, with their characteristics (job title, industry, company size...), but also who your competitors are and who your existing clients are for that persona. These details let Spruce automatically qualify or disqualify the right profiles right from AI Scan.
Finally, you plan your prospecting sequence: the number of messages, their content, the delay between each follow-up. This sequence is then executed automatically by AI Prospecting, while adapting to each prospect's context.
The more precise your brief and personas are, the more relevant your entire prospecting will be, qualification, messages, follow-ups. This is the only place where you invest time; Spruce automates everything else.
You can create as many personas as needed to cover your different targets or offers. Spruce automatically adapts its approach based on the persona identified for each prospect.
An incomplete brief still works, but qualification and personalization will be less precise. The more you detail your offer, your competitors, and your existing clients, the better AI Scan and AI Prospecting perform.
Yes, you can adjust your brief, personas, and sequence at any time. Changes apply to the next prospects processed.
No, that's the point: at Spruce there are no campaigns. Once your setup is done, it serves as the continuous foundation for all your prospecting, with nothing to reconfigure each time.
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