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How to work with Stan - The AI Sales Associate?

Written by Ulric Musset

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

Stan is your always-on AI Sales Associate. He fills your pipeline with qualified leads and runs your outreach for you, day after day.

🧠 How Stan Works

Stan searches a database of hundreds of millions of professionals, finds people who match your target, and adds them to your Leads table — where you always see each lead's stage and campaign at a glance.

🔍 Step 1: Define your ideal leads

During onboarding you tell Stan who to look for — industries, job titles, seniority, company size, and locations. Stan turns this into the search filters he uses to source leads for you.

📥 Step 2: Get fresh leads daily

Each campaign with targeting can source new leads every day. Stan finds them, verifies their email, and drops them straight into your pipeline.

✉️ Step 3: Reach out with Campaigns

A campaign is a sequence of steps — a mix of Email, Wait, and optional LinkedIn touches. Stan sends, waits, follows up, and books replies automatically.

You build the sequence once; Stan runs it every day for the leads in that campaign.

✅ You're always in control

Nothing sends until a campaign's Outreach switch is on. With Auto-approve on, Stan contacts new leads automatically. Prefer to check first? Turn Auto-approve off and approve each lead before Stan reaches out. See How to control what Stan sends and when.

💡 Note: No emails go out until you turn Outreach on — you have full control over when your outreach starts.

🚀 Why you'll love Stan

  • A fresh pipeline every morning — Stan sources qualified leads daily.

  • Outreach on autopilot — personalized emails and follow-ups without lifting a finger.

  • Full control — approve messages, edit campaigns, pause anytime.

  • Hours back every week — Stan prospects and follows up so you can focus on closing.

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