One prompt. Checked outreach, with the follow-ups handled.
Connect Fundz and your mailbox to Claude or ChatGPT, then say three words. Your assistant checks what it can do in your chat, picks one verified person at each company, drafts an email that opens with real news from their market, and keeps following up until they reply or book. You approve every first email.
What happens when you say it
Six steps, in one chat. You can stop at any of them.
- Step 1
It checks your setup
Five plain lines: can it send email, see replies, see booked meetings, log to a CRM, and run follow-ups on a schedule. Anything switched off in the chat is named, with the fix.
- Step 2
It reads back who you sell to
Your targeting, in one short paragraph. Correct it in a sentence and it is saved to your Fundz account.
- Step 3
It sends one test email to you
So you can see your signature and links exactly as a prospect will, before anyone else does.
- Step 4
It picks one person per company
The best-fit person with a verified email address. Catch-all addresses only if you say so. Invalid addresses never. Anyone you already wrote to, on any channel Fundz knows about, is skipped.
- Step 5
It drafts, you approve
Each first email opens with a dated market update and the company's own news, checked by Fundz before it reaches you. Nothing goes out until you say so.
- Step 6
It keeps the follow-ups going
Two follow-ups per person, a few days apart. Every one stops the moment that person replies, books a meeting, or you say stop.
Before you start
Five small things that decide whether your emails look right and your follow-ups stop when they should.
Switch on Fundz, your mailbox and your calendar in the chat
A connector can be connected to your account and still be off in a chat. Open the tools menu in the message box and check all three are on. The setup report tells you if one is missing.
Put your links in your Gmail signature
Gmail, Settings, General, Signature. Add your booking link and website there. A link typed into the body of an email sent through an assistant is rewritten into a redirect, so the assistant keeps links out of the body and uses your signature.
Tick the box under the signature editor
It reads: Insert signature before quoted text in replies and remove the "--" line that precedes it. Without it, every email carries a stray "--" above your name.
Connected before November 12, 2026? Refresh the Fundz tools
Claude and ChatGPT keep the list of Fundz tools from the day you connected. One click brings in the setup check. In ChatGPT: Settings, Plugins, Fundz, scroll to Manage app, Refresh tools. In Claude: Customize, Connectors, Fundz, the three dots, Refresh tools list. Then start a new chat.
Add your title in Fundz
Settings in the Fundz app. Your name, title and company are how the emails are signed.
After setup: prompts for your work
Copy one, paste it into the same chat. Each reads your own Fundz targeting, so the answer is about your market.
Sales reps and founders
Fresh funding, new executives, product launches and contracts in your market.
Recruiters and executive search
Open seats, executive departures and funded companies that are hiring.
Consultants, fractional executives and advisors
Leadership gaps and first rounds, where an experienced hand is needed now.
Benefits brokers
Headcount growth after a raise, and new CFOs and heads of people.
The rules it works by
Built so you can hand over the routine and keep the judgment.
Nothing is sent without you
First emails go out only after you approve them. Automatic follow-ups run only if you turn them on, and you can switch them off in a sentence.
Verified addresses first
One person per company, verified email. If there is no verified address, it says so instead of guessing.
No one is written to twice
Fundz keeps one record of who you have contacted, from chat and from the Fundz app, and every draft checks it.
Replies and meetings stop everything
Before any follow-up, your mailbox is checked for a reply and your calendar for a meeting with that person.
Facts come from Fundz
The market update and company news in each email are written and checked by Fundz, each tied to a dated event. The assistant does not add facts of its own.
You can stop any time
Say "Stop follow-ups for <company>" or "Stop all Fundz follow-ups". Say "Resume" to pick up where it left off.
What we have run end to end: Claude with Gmail and Google Calendar, including follow-ups sent by a Claude scheduled task. In ChatGPT we have run the setup check with Gmail connected. If you use another mailbox or a CRM, the setup report tells you plainly what works in your chat and what does not. More prompts and a daily routine are in the AI playbook. Fundz in Claude and ChatGPT is included with Pro and Strategic plans. Questions? Email support@fundz.net.