Presumption in action
Watch the lead-to-CRM workflow
The existing sales demo shows the general lead discovery and CRM workflow—not a filmed social media agency campaign.
Start with a niche where social actually sells
Social media management is easiest to sell where customers choose visually and locally: restaurants, salons, gyms, med spas, boutiques, and home-improvement contractors with before-and-after work. Pick one niche, one region, and one clear package before automating anything.
For this walkthrough, imagine an agency offering monthly content and posting for independent restaurants and cafés in Austin, Texas. That is an example audience, not a customer case study or a promise of results.
- Audience: independent, owner-run businesses in one visual niche and region.
- Offer: a specific monthly package—posts per week, platforms, and what the owner has to provide.
- Starting batch: up to 20 businesses with publicly listed business contact details.
- Success measure: replies and booked calls, not follower counts or scraped records.
1. Prepare your agency and your sending account
Add your agency’s website, brand details, and actual package in Presumption. Tell the agent what you sell, what you charge or how you scope it, and what it must never promise—like guaranteed followers, viral posts, or a revenue lift.
For email, connect your own Resend account in Settings → Connections with a sender on a verified domain. Complete your business name and mailing address in Settings → Email compliance; sending stays blocked until they are saved, and they appear in every outreach footer.
- Have a verified sending domain and your own Resend API key ready.
- Set a real sender name, reply address, business name, and postal address.
- On a new domain, turn on domain-warming daily send limits. They control volume; they do not guarantee inbox placement.
- Check the marketing rules for your recipients’ locations. A public email is not automatic permission to market to it.
2. Ask the agent to find businesses with a visible gap
The strongest reason to reach out is something you can point to: an Instagram link on the website that goes nowhere, a last post from months ago, no social links at all, or great reviews that never get shared. Presumption searches public sources, reads business websites, and records what it found with the source.
Ask it to separate observations from guesses. A quiet account is not proof the owner wants help, and the agent can only report what public pages show. Research may return fewer than your target when sources, contacts, time, or credits run out.
The agent brief
Find up to 20 independent restaurants and cafés in Austin, Texas that could be relevant to my social media marketing agency. Use public business sources and their own websites. Save contacts to the CRM only when a real email or phone appears on a cited page; never guess an email. In the notes include the website, source URL, any social profile links found, and one factual observation about their social presence (for example: no social links on the site, or a linked profile that appears inactive). Exclude existing CRM duplicates. Say when you cannot verify something.
3. Qualify the first batch in the CRM
Open the CRM and read the results before writing to anyone. Is each business in your area and niche? Is the observation real and specific? Click through to the social profile yourself—accounts change, and a business may post somewhere the agent didn’t find.
Move good fits into your Pipeline at Lead, remove poor fits, and keep the outreach audience explicit. A phone-only contact is not an email recipient, and opted-out contacts are highlighted red and skipped automatically.
- Confirm the business and social details against the cited source.
- Keep chains and franchises out if your package is built for owner-run businesses.
- Remove existing clients and anyone already in conversation with you.
- Add a note with the one idea you would pitch to each good fit.
4. Write an introduction that shows you looked
Owners get pitched by social media agencies constantly. What earns a reply is evidence you actually looked at their business and a low-effort next step—not a list of services.
Start with drafts held for approval. Read the recipients and the copy, including the footer. If you have not reviewed their account, the message should not say you have; if you have no verified client result, do not imply one.
The agent brief
Create a Resend email outreach automation for the qualified CRM audience I select. Draft a short introduction from my social media agency using only facts in each contact’s notes and cited sources. Mention the one specific observation about their social presence, describe our actual monthly package in one sentence, and offer to send three sample post ideas for their business. No follower or revenue guarantees, invented results, or fake urgency. Skip contacts without an email and anyone unsubscribed. Keep auto-approve off for this first batch so I can review every message.
5. Chain the workflow, then switch on automatic sending
Once the first batch looks right, chain the lead-finding step to the outreach step. Chained automations wait for their predecessor to finish, and steps held for approval wait for your decision. Put the schedule—say, every Monday—on the parent step.
Turn on Auto-approve on the outreach card only when you want messages to send without another review. It is real sending permission. Start small, confirm the sender and offer, and watch the first automatic run.
- Lead discovery → CRM qualification → Resend outreach is the operating sequence.
- Add a follow-up step a few days later for contacts who haven’t replied.
- Automatic sending depends on a working Resend connection, available credits, and send limits.
- Presumption adds unsubscribe handling and suppresses opt-outs. You still own lawful targeting and truthful claims.
6. Use Presumption for the work you sell, too
Prospecting is half the job. Once someone signs, the same workspace can draft posts and images and publish them through a connected Buffer account, so each client account runs on scheduled, reviewable workflows instead of a pile of tabs.
Keep approvals on for client content until you trust the voice. Clients pay for judgment; automation should give you time back for it, not replace it.
- Research: how many relevant businesses had a usable source and an email?
- Execution: which sends succeeded, failed, or waited on a limit?
- Business result: how many replies became calls, and how many calls became clients?
- Next decision: tighten the niche, sharpen the offer, or cautiously expand the batch.