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How to work with Stan - The AI Sales Associate?

Ulric Musset avatar
Written by Ulric Musset
Updated this week

Closing deals starts with finding the right people — and that’s where Stan shines.

Stan is your tireless, always-on sales assistant who helps you fill your pipeline with qualified leads and automates your outreach, day after day.

🧠 How Stan Works

Stan is connected to a massive database of over 700 million leads — including verified emails and company details.

🔍 Step 1: Define Your Ideal Leads

During onboarding, you’ll tell Stan who you’re looking for:

  • What industries?

  • What job titles?

  • What company sizes or locations?

Stan uses this to build smart search filters tailored to your business.

📥 Step 2: Get Fresh Leads Daily

Every day, Stan scans the database and finds new leads that match your criteria.

You can view them directly in your “Leads” table.

✉️ Step 3: Set up Your Sequence

Once you have your leads, it’s time to automate your outreach with Sequences, Stan’s built-in campaign engine that runs personalized follow-ups for you.

Here’s how it works:

  • Sequences are automated outreach campaigns for leads.

  • Each sequence is made up of steps, a mix of:

    • EMAIL (send an email)

    • WAIT (pause for a few days before the next step).

  • You decide the email templates and the waiting periods between each step.

  • Once a sequence is active, Stan automatically runs the sequence every day

Example flow:

Stan runs these campaigns automatically between 08:00 and 11:00 AM each day in your local time zone for any leads added to the sequence.

You can:

  • Edit your sequence anytime

  • Change email content or timing

  • Add or remove steps

💡 Note: No emails go out until you activate the sequence, giving you full control over when your outreach starts.

🧪 Fine-Tune with “AI Search Filters”

Want to refine your targeting?

Just click on “AI Search Filters” to update who Stan is looking for:

  • Narrow it down to specific countries

  • Exclude certain job titles

  • Target growing startups or large enterprises

Stan will instantly adapt and start finding better-fit leads the next day.

🚀 Why You Will Love Stan

With Stan, you get:

  • New leads daily (no manual prospecting!)

  • Fully automated, personalized outreach

  • Follow-ups handled for you

  • Full control over messaging and targeting

It’s like hiring a full-time SDR - without the salary, ramp-up time, or burnout.

Stan keeps your pipeline full so you can focus on what matters: closing. 💼📈

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