20 ways AI Smart Snippets can personalize your sales emails at scale

Check whether {{company_name}} has raised funding recently.
If they have, write one congratulatory sentence mentioning either the funding amount or the lead investor.

Rules:

• Keep it to one sentence.
• Tone should be warm, congratulatory, and sales-friendly, but still factual.

Fallback: I've been following {{company_name}} and thought now would be a great time to reach out.

Check whether {{company_name}} has opened any new offices or locations recently.
If they have, write one warm, congratulatory, sales-friendly sentence in this style: ‘Exciting to see {{company_name}} expanding into location(s)—Congratulations!’

Rules:

• Keep it to one sentence.
• You must research and extract the location(s) from the information found.
• Only include locations that are explicitly mentioned.
• If multiple locations are mentioned, you may list all of them in the same sentence, separated by a comma.
• Do not guess or assume any locations.

Fallback: Great to see the momentum {{company_name}} is building — excited to reach out.

Check whether {{company_name}} has expanded into new markets or regions recently.
If they have, write one warm, congratulatory, sales-friendly sentence in this style: ‘Exciting to see {{company_name}} expanding into market(s)—Exciting times ahead!’

Rules:

• Keep it to one sentence.
• You must research and extract the market(s) from the information found.
• Only include markets or regions that are explicitly mentioned.
• If multiple markets are mentioned, you may list all of them in the same sentence, separated by a comma.
• Do not guess or assume any markets.

Fallback: Exciting to see the momentum {{company_name}} is building — I’m excited to connect!

Check whether {{first_name}} has recently been featured in any podcast.
If so, draft a personalized, engaging sentence like: ‘Heard your recent podcast, [Podcast Title here], and was really impressed by your insights on topic!’ Ensure the tone is warm, friendly, and sales-oriented.

Rules:

• Keep it to one sentence.
• Use the exact podcast title and mention a relevant topic or insight from the podcast if available.
• If the podcast title is too long, use only the first 5 words followed by ‘...’ for clarity and brevity.
• Keep the tone authentic, personalized, and engaging.
• Do not assume or infer podcast details not found in the data.

Fallback: I’ve been following your work and thought now would be a great time to connect and hear more about your recent podcast appearance!

Check whether {{first_name}} has recently created or been featured in any YouTube videos.
If so, draft a personalized, engaging sentence like: ‘Recently watched your YouTube video, [Short Video Title], and was really impressed by your insights on topic!’ Ensure the tone is warm, friendly, and sales-oriented.

Rules:

• Keep it to one sentence.
• Use the exact video title and mention a relevant topic or insight from the video if available.
• If the video title is longer than 5 words, use only the first 5 words followed by ‘...’ for clarity and brevity.
• Keep the tone authentic, personalized, and engaging.
• Do not assume or infer video details not found in the data.

Fallback: I’ve been following your work and thought now would be a great time to connect and hear more about your recent video insights!

Check whether {{first_name}} has been featured in any recent press releases or news articles.
If they have, draft a personalized, engaging sentence like: ‘Saw your recent press release in [Publication Name]—really impressed by your insights on [Topic/Key Highlight]!’

Rules:

• Keep it to one sentence.
• Use the exact publication name and mention a relevant topic, insight, or key highlight from the press release or article if available.
• If the publication name is too long, use only the first 5 words followed by ‘...’ for clarity and brevity.
• Keep the tone authentic, personalized, and engaging.
• Do not assume or infer press release details not found in the data.

Fallback: I’ve been following {{company_name}} and thought now would be a great time to reach out.

Check whether {{first_name}} has recently changed jobs or been promoted within the last 3 months.
If they have, write a personalized, engaging sentence like: “Congratulations on your new role as [New Job Title] at [Company Name]! Wishing you all the best as you start this exciting new chapter!”

Rules:

• Keep it to one sentence.
• Include the new job title and company name (if available).
• Make sure to mention the time frame (within the last 3 months).
• Keep the tone warm, congratulatory, and professional.
• Do not assume or infer details not found in the data.
• Use “new role” to encompass both job changes and promotions.

Fallback: Wishing you all the best as you continue to drive success at {{company_name}}

Check whether {{first_name}} {{last_name}} has received any awards or recognition recently.
If they have, write a personalized, engaging sentence like: “Congratulations on being recognized as [Award Name]! Such a well-deserved honor!”

Rules:

• Keep it to one sentence.
• Mention the specific award or recognition title and the event or organization.
• Include the relevant timeframe.
• Keep the tone warm, congratulatory, and professional.
• Do not assume or infer details not found in the data.

Fallback: Wishing you continued success at {{company_name}} — it must be an exciting time for you and the team!

Check whether there are any recent industry reports, studies, or trends that are relevant to {{first_name}}’s role or product.
If there are, draft a personalized, engaging sentence like: “I recently came across the [Report/Study Name] and thought it was highly relevant to the work you’re doing at {{company_name}}—the trends around [Topic/Trend] are really exciting!”

Rules:

• Keep it to one sentence.
• Include the name of the industry report or trend and the relevant topic or finding.
• Make sure the report or trend is relevant to their role or product.
• Keep the tone warm, friendly, and engaging.
• Do not assume or infer details not found in the data.

Fallback: Hope all is well at {{company_name}} — thought now would be a great time to reach out and share some insights.

Check whether {{company_name}} has released any recent 10-K filings or growth reports.
If so, draft a personalized, engaging sentence like: “I reviewed your company’s recent 10-K filing and was particularly impressed by the insights into [Topic/Section] — as the [Job Title], this growth strategy around [Key Area] must be really exciting for you!”

Rules:

• Keep it to one sentence (20-25 words).
• Include the specific section or insight from the 10-K filing or growth report.
• Ensure the insight is highly relevant to the recipient’s role, responsibilities, or area of focus (e.g., sales, marketing, product development, expansion).
• Keep the tone warm, friendly, and professional.
• Do not assume or infer details not found in the data.

Fallback: Exciting times for {{company_name}} — looking forward to connecting and learning more about your strategies for growth!

Check whether there are recent positive reviews of {{company_name}}’s product on G2, and highlight specific feedback from users that align with the person’s role or product focus.
If so, draft a personalized sentence like: “Saw in recent G2 reviews that users are especially pleased with [positive feature or experience] — as the [Job Title], this positive feedback on [aspect] must be incredibly rewarding to see!”

Rules:

• Keep it to one sentence.
• Only include positive feedback (features, benefits, usability) from G2 reviews.
• Focus the feedback on areas that would resonate with the recipient’s role (product, innovation, user experience, etc.).
• Keep the tone genuine, warm, and congratulatory.
• Avoid referencing negative feedback.

Fallback: I’ve been hearing a lot about {{company_name}}’s product and thought now would be a great time to reach out!

Check whether there are recent negative reviews of {{company_name}}’s product on G2.
If so, draft a personalized sentence like: “I noticed in recent G2 reviews that some users have mentioned challenges with [negative feature or experience] — as the [Job Title], this feedback about [aspect] might be important as you continue to refine the product.”

Rules:

• Keep it to one sentence (~30 words).
• Only include constructive negative feedback that’s relevant to the recipient’s role (e.g., product issues, user experience pain points, or performance challenges).
• Keep the tone diplomatic and solution-oriented. Focus on areas for improvement rather than just listing complaints.
• Do not use overly harsh or critical language. Frame the feedback as a challenge or opportunity for growth.
• Avoid assuming or generalizing; stick to what’s explicitly mentioned in the review.

Fallback: Hope things are going smoothly at {{company_name}} — would love to discuss how we could help with some of the challenges your team might be facing.

Check what techstack {{company_name}} is using, specifically in relation to the role of {{first_name}}.
If so, draft a personalized sentence like: “I saw that {{company_name}} uses [specific technology] for [specific purpose or function] — as the [Job Title], this must be a key tool in helping you [relevant goal or responsibility].”

Rules:

• Keep it to one sentence, around 30 words.
• Mention specific tools from tech stack data that are relevant to the recipient’s role (e.g., sales platforms, marketing platforms, etc.).
• Ensure the technology aligns with the recipient’s responsibilities or current challenges.
• Keep the tone professional, engaging, and role-relevant.
• Do not overwhelm with technical jargon, but focus on how this tech stack impacts their work and objectives.

Fallback: Hope things are going well at {{company_name}} — sounds like you’ve got some interesting tech helping power your work!

Check if {{company_name}} has recently launched any new features (via release notes, changelogs, blog updates, LinkedIn/X, etc.).
If so, draft a personalized sentence like: “Congratulations on the recent launch of [Feature Name] at {{company_name}}! It seems like a great way to [simplified benefit or outcome].”

Rules:

• Keep it to one sentence, around 25-30 words.
• Keep the benefit short and direct — focus on the key result or outcome.
• Avoid unnecessary details and keep it to the point.
• Mention the feature name and how it directly benefits the recipient’s work.

Fallback: Exciting times for {{company_name}} — I’d love to hear more about how you’re driving innovation!

Check if {{first_name}} has recently published any content on Medium posts or Substack.
If so, draft a personalized sentence like: “I saw your recent [Title of Content] on [Platform Name] — I really enjoyed your insights on [Topic or Key Point].”

Rules:

• Keep it to one sentence, around 30-35 words.
• Mention the specific title of the content and the platform it was published on (LinkedIn, Medium, etc.).
• Focus on a relevant insight from the content that ties into their role or industry.
• Keep it engaging and appreciative while connecting the content to their work.

Fallback: Hope things are going well at {{company_name}} — thought now would be a great time to connect!

Check if {{first_name}} has published any blog posts or articles on {{company_name}}'s website.
If so, draft a personalized sentence like: "Saw your [Blog Title, truncated to first 3 words and followed by '...'] on {{company_name}}’s website and liked how you connected [Key Insight or Topic] with [Relevant Application or Benefit] — it ties neatly to the kind of [role-specific activity or content leadership] you’re driving at {{company_name}}."

Rules:

• Keep it to one sentence, around 30-40 words.
• Start with "Saw your" to keep the tone direct.
• Truncate the blog title to the first 5-6 words, followed by "..." to keep it brief and clear.
• Focus on specific insights and how they relate to the recipient’s role.
• Keep the tone professional and personal, with an emphasis on relevance.

Fallback: Hope everything’s going well at {{company_name}} — thought now would be a great time to reach out!

Check if {{company_name}}’s website includes phrases like “sign up for a demo,” “get in touch,” or “talk to us” (indicating they do not offer a demo or free trial).
If {{company_name}} has these phrases on their website, draft a sentence like: “I noticed {{company_name}} invites visitors to contact your team for a trial instead of offering a self‑serve demo — adding an interactive product tour could help engage prospects earlier and warm them up before they commit.”

Rules:

• Keep it to one sentence, around 30-35 words.
• Focus on the lack of self‑serve demo and suggest adding an interactive tour as a way to warm up leads earlier.
• Keep the tone engaging, value-driven, and consultative, positioning the interactive demo as a way to enhance their sales flow.

Fallback: Thought this might be a valuable suggestion to help {{company_name}} enhance lead engagement.

Check LinkedIn for any recent hiring trends or team growth signals for {{company_name}} (e.g., new roles being posted, expansion in specific departments, recent promotions).
If you find any hiring or team growth signals, draft a personalized sentence like: “I noticed {{company_name}} has been actively hiring [roles] — it must be an exciting and busy time for your team as you scale.”

Rules:

• Keep it to one sentence, around 30 words.
• Focus on the specific roles, locations, and departments to make it fact-based and direct.
• Keep the tone engaging, warm.

Fallback: Hope things are going smoothly as {{company_name}} continues to grow — it must be an exciting_

Check how many countries {{company_name}} operates in using LinkedIn data. List the top 3 countries along with the number of employees in each in a short, clear sentence.
Write a natural line for an email like: “Noticed {{company_name}} has offices in the US (500 employees), India (100 employees), and Germany (50 employees).”

Rules:

• Keep the sentence concise and informal, reading like a natural email opener.
• Mention the top 3 countries and their employee counts.

Fallback: Thought I’d reach out since {{company_name}} seems to be making big strides globally!

Check if {{company_name}} operates in a specific industry (e.g., SaaS, fintech, healthcare, retail, etc.). Find a case study from your customer base in the same industry.
Then, craft a PS line like: “PS: We recently helped [Customer Name] in the [Industry] space achieve [specific result or benefit] using our solution — I thought it might be relevant to your goals at {{company_name}}.”

Rules:

• Keep it to one sentence, around 25 words.
• Mention a real customer in a similar industry.
• Focus on the impact or result the customer achieved with your solution.

Fallback: Happy to share some relevant case studies if that might be useful.