Client Outreach Machine
Advisor access only — internal use
BCO — Client Outreach
Broadcom Sales · Internal Use Only
● Google: Not Connected
Contacts
Upload a CSV exported from your BCO Google Sheet. Select contacts to send to from the Send tab.
Import CSV
Export your BCO - Outreach sheet as CSV (File → Download → CSV), then upload it here. Headers must match the BCO sheet column names.
Send Emails
Select a template, preview the AI-generated email for one contact, approve it, then send to your selected list.
1 — Select Template
2 — Select Contacts
Contacts are selected from the Contacts tab. Switch back, check the boxes, then return here. Selected count shown below.
No contacts selected. Go to Contacts tab and check the boxes.
3 — Preview & Send
Templates
AI email templates by campaign type. These define the angle, tone, and length for generated emails. Loaded from your Google Sheet Templates tab.
Send Log
All emails sent this session. Reply detection updates status automatically when you hit Check Replies on the Contacts tab.
Date SentCompanyEmailTemplateStatus
No emails sent yet this session.
Settings
Configure your Google Sheet connection and Google account authorization.
Google Account
Connect Google Account Opens Google OAuth — authorize Gmail + Sheets access
CSV Workflow
How it works:

1. Open your BCO - Outreach Google Sheet
2. File → Download → Comma Separated Values (.csv)
3. Upload the CSV on the Contacts tab
4. Send your emails
5. Click Export Results on the Contacts tab to download updated CSV
6. Import the results CSV back into your Sheet to update status columns
Merge Tags Reference
Available in subject lines and template angles:

{FIRST_NAME} · {LAST_NAME} · {COMPANY} · {RENEWAL_DATE} · {CORES} · {ABV} · {RESELLER}
✓ Done