Where to manage templates
Brand & Voice → Templates. All your templates in one table.The 10 defaults Guhan ships
Every new workspace gets these built-in. Read-only (clone to customize):| Template | Channels | When to use |
|---|---|---|
| Cold connect · no pitch | LinkedIn invite | First-touch, no ask |
| First message after connect · deliver value | LinkedIn DM + email | Right after invite accepted |
| Signal hook — funding raise | DM + email + WhatsApp | After they raised |
| Signal hook — hiring | DM + email + WhatsApp | After they posted jobs |
| Signal hook — post engagement | LinkedIn DM | After they engaged with a post |
| Follow-up · new value (Day 7) | DM + email + WhatsApp | Adding new angle mid-sequence |
| Channel shift · 10-min call ask | DM + email + WhatsApp | Nudge for a call |
| Break-up · graceful close | DM + email + WhatsApp | End-of-sequence “one last note” |
| First email · async version | Email only | Cold email opener |
| Substantive post comment | LinkedIn post comment | Public engagement |
Creating a new template
Pick channels
Which channels can use this template — LinkedIn DM, email, WhatsApp, comment, invite. Multi-select.
Write the brief
A short paragraph describing WHAT to say — not the exact words.Good:
Congratulate them on the funding announcement. Reference the specific round and lead investor if visible. Offer a specific value angle relevant to their stage.Bad:
Hi , saw that raised! Congrats! (Bad because it’s the literal template; Guhan wants intent + context.)
Optional: fetch recent post
For DM channels, opt in to fetching the prospect’s most recent LinkedIn post at send time. Guhan uses it as the opener. Costs 1 credit per fetch.
Optional: subject brief (for email)
A short prompt for the subject line. Guhan generates the actual subject per prospect.
Using a template in a sequence
Any Send step → “Start from template” dropdown → pick your template. The step gets pre-filled with the template’s brief + channel. You can:- Use the brief as-is (recommended)
- Edit for this specific step (overrides the template)
- Change channels if the step’s channel is one of the template’s supported channels
Editing a template doesn’t retroactively change sequences that started from it. Each sequence step captures the brief at creation time.
Cloning + customizing a default
Tips for writing effective briefs
Be specific about the opener
Be specific about the opener
“Reference their post on ” > “Compliment their content.”“Congratulate the specific Series A + name-drop the lead VC if visible” > “Say congrats.”
Include the value angle
Include the value angle
“Offer one specific insight from working with 3 other Series A founders in the same 90-day window” beats “Offer to help”.
Constrain length + format
Constrain length + format
“3 short paragraphs, no signature” or “1 sentence, question format” — Guhan will honor.
Specify the CTA
Specify the CTA
“Ask if they’d like a 90-second explainer video” — Guhan will end with that ask. Otherwise it’ll pick its own.
Anti-patterns to explicitly block
Anti-patterns to explicitly block
“Don’t use the phrase ‘I hope this finds you well’” or “No emoji” — Guhan strictly obeys.
Filtering the template picker
The Templates table has filters:- By tag — you can tag your templates for organization
- By channel — only see templates that support a specific channel
- By tone — professional / casual / friendly / direct / playful
Related
Brand & Voice
Where templates live.
Build a sequence
Using templates in sequence steps.