Cold email + sequencing
Cold email by itself stopped working a decade ago. Paired with LinkedIn — staggered across two weeks, paused the second they reply — it does the patient work referrals used to do.
A short reframe
Bulk-send to a purchased list, single subject line, single creative — that approach hasn't worked since around 2013. The deliverability rules tightened, the inbox got crowded, and prospects learned to scroll past anything that smelled batch-and-blast.
The thing that does work is patient and quiet. A connection request on Monday. A short note three days later. An email a week after that, only if they didn't reply on LinkedIn. A comment on something they posted. A follow-up email three days after that — but only if they're still silent. The moment they answer, everything stops.
That's not bulk email. That's a sequenced, multi-channel cadence — and it's how new clients find their way onto your calendar without you having to think about it.
The centerpiece
Each prospect moves through the same patient cadence. LinkedIn first — that's the warmer channel — then email when they've gone quiet. The second they reply on either channel, the whole sequence halts and the conversation lands in your inbox.
Why two channels
LinkedIn opens the door — it's where prospects expect to hear from a peer. But the LinkedIn inbox is noisy, and a single missed notification kills a thread. Email is where serious conversations actually happen, but a cold email out of nowhere reads as spam.
Pair them and the asymmetry disappears. The LinkedIn touch makes the eventual email familiar. The email makes the LinkedIn message feel intentional. The cadence does the work that, twenty years ago, three lunches and a referral letter used to do.
Deliverability, in plain English
The acronyms sound technical. The ideas aren't. Here's what each one does — and what WealthNavigator handles for you.
01 / WARMUP
A new sending domain that suddenly fires off 200 emails looks like spam to Google. We send a handful of conversational emails per day for two weeks — to a private network of real inboxes — so your domain builds the kind of history mailbox providers trust.
No sequences run from your domain until warmup completes.
02 / SPF · DKIM · DMARC
These are DNS records that tell Gmail and Outlook your messages were really sent by you, not by a stranger forging your address. We generate the values you need to add — and we'll wait alongside you while your IT person pastes them in.
One-time setup. Most advisors finish it in under an hour.
03 / VOLUME & PACING
Sequences send across business hours, with natural delays between messages, capped at what a real human inbox would actually produce. No 100-recipient blasts at 6:02am. The cadence looks like correspondence — because that's what it is.
Daily caps adjust based on your reply and bounce rates.
Reply detection
Nothing damages an advisor's reputation faster than a "follow-up #3" email arriving the morning after the prospect already wrote back. We watch every reply channel — your inbox, LinkedIn, even out-of-office bounces — and pause the sequence the moment one lands.
You see the reply in your unified inbox with the full thread context. LIA drafts your response in your voice. The prospect never gets a stale, automated message after a real conversation has begun.
The honest question
A fair question — and one we'd rather you ask now than later. The short answer: no, but only because we built the product around the line.
Compliance scope: CAN-SPAM (US) is built in. CASL (Canada) and GDPR (EU) require explicit consent and aren't supported on this product yet.
Template library
A starter library of cadences, tuned for the situations advisors actually reach out about. Each one is editable down to the punctuation — and LIA personalizes every send around the prospect's specifics.
Templates are starting points, not crutches. LIA rewrites every message around the specific prospect — the same template never sends twice in identical form.
Honest answers
Once warmup completes and your DNS records are in place, advisors typically see 95%+ inbox placement on cold messages within their custodian's network. We monitor placement continuously — if a domain's reputation slips, sequences pause automatically while we sort it out.
We track bounce rates, spam complaints, and reply rates per domain in real time. If any of them drift toward dangerous territory, we throttle sends and notify you the same day — usually before mailbox providers notice. If reputation is already damaged from prior tools, we have a remediation playbook.
The entire sequence halts — across LinkedIn and email both. The reply lands in your unified inbox with full thread context. LIA drafts a response in your voice. You approve, edit, or rewrite. Nothing else automated touches that prospect again unless you reactivate them.
You don't, mostly. You give LIA a few notes about your firm, your voice, and what you usually talk to prospects about. LIA drafts the templates and personalizes each individual send. You edit anything that doesn't sound like you. Over a few weeks, the drafts need less editing.
LIA drafts; you approve. Every message — connection request, email, follow-up — sits in a queue waiting for your green-light before it sends. You can also flip on auto-send for specific cadences once you trust the voice, but the default is approval-required.
Yes, on the templates themselves. The system tracks open rates and reply rates per variant and weights toward the better-performing version. We don't run tests on individual prospects — that would mean sending one of them a worse version on purpose, which feels wrong.
Most BDs have a written policy: pre-approval queues, certain disclaimers, banned phrases, or full archival. WealthNavigator can route every send through a pre-approval workflow before it leaves your account, append firm-required disclaimers automatically, and archive every message and reply in tamper-evident form for your CCO. Talk to us about your specific BD setup before you sign on.
Book a walkthrough
We'll set up a 15-day sequence against three of your prospects, walk through every send, and show you exactly where reply detection halts the cadence. Twenty minutes.
Calendar pending setup
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