Internal · Leadership Sync · 2026-05-11

Apollo outbound — BD custom-demo test plan, plus what's live.

Four new draft campaigns (C29–C32) lined up to test the broker-dealer custom-demo CTA across home office, branch ops, due diligence, and advisor service. Below: the 16 active campaigns currently in market and the suppression / launch guardrails the new tests will follow before any send.

New BD Drafts
4
C29–C32 · pending approval
Active Live Campaigns
16
2,433 emails delivered to date
Top Open Rate
18.3%
C3 · Document Intelligence
Top Reply Rate
1.7%
C21 PE IR · C3 Doc Intel
01

New BD Custom Demo Tests

Draft · pending approval 4 cards

Four new Apollo drafts staged for the broker-dealer custom-demo CTA. Same hook across all four — the deck is what gets swapped per surface. None are created in Apollo yet; this is the approval gate before any list build or send.

C29AIX · BD Home Office
BD Home Office Alts Ops — Custom Demo Test
BD home-office ops and alts/product leaders will respond to a custom demo framed around centralizing branch alts workflow visibility and reducing manual follow-up across advisor offices.
Hook
Home-office alts workflow control — branch intake, status visibility, sponsor docs.
Target
Mid / upper-mid independent BDs with visible alts platform activity.
Persona
COO · Head of Ops · Head of Alts · Product / Platform leads.
Suppression
BD baseline + parent-BD exposure cap. Draft-only until launch gate.
"We put together a custom demo for you. Reply and I can send the deck or walk through the version built around your BD workflow."
Draft AIX Home Office
C30AIX · Branch Workflow
BD Branch Office Tracker — Custom Demo Test
Branch managers, OSJ principals, and practice operators respond to a concrete tracker/blotter demo more than broad platform language — it maps to everyday branch-level status questions.
Hook
Custom branch tracker — commission / trade / status visibility, document follow-up.
Target
BD branches, OSJs, advisor teams with visible DST / REIT / BDC activity.
Persona
Branch mgr · OSJ principal · advisor team lead · practice COO · ops lead.
Suppression
Strict parent-BD exposure cap to avoid overlap with home-office sends.
"We put together a custom demo for you. Reply and I can send the deck or walk through the version built around your BD workflow."
Draft AIX Branch / OSJ
C31AIX · Document Intelligence
BD Due Diligence Document Intake — Custom Demo Test
BD product and due-diligence teams will respond to a custom demo focused on sponsor document intake, diligence packet organization, and review workflow — more than branch-service framing.
Hook
Sponsor doc intake, review-status tracking, reducing the document chase.
Target
BDs with active alts shelves, sponsor relationships, public diligence signals.
Persona
Head of DD · Product DD lead · Investment Products lead · Head of Alts.
Suppression
Validate diligence personas against source evidence before activation.
"We put together a custom demo for you. Reply and I can send the deck or walk through the version built around your BD workflow."
Draft Document Intelligence Diligence
C32AIX · Advisor Support
BD Advisor Service Desk Workflow — Custom Demo Test
Advisor platform and service leaders will respond to a demo framed around reducing repetitive advisor support questions, NIGO / status issues, and sponsor-document handoffs.
Hook
Route alts questions, surface account / product status, cleaner service ops.
Target
BDs with distributed advisor networks and public service / platform language.
Persona
Head of Advisor Service · Platform lead · Service Center leader.
Suppression
Confirm no customer or sensitive accounts in the list before staging.
"We put together a custom demo for you. Reply and I can send the deck or walk through the version built around your BD workflow."
Draft Advisor Support Service Desk
02

Active Live Campaigns — Live Performance

In market · sortable 16 active

Sortable across the 16 currently-active Apollo sequences. Relative bars show each campaign vs. the leader on that metric. Click a column header to re-sort; "loading" values are Apollo refreshes in flight as of the snapshot.

Showing 16 of 41 total Apollo campaigns
Campaign Status Steps Delivered Bounce Open Reply Click Last used
03

Paused & Archive

Inactive · historic 25 inactive

Inactive Apollo sequences kept for reference — paused signal tests (C13–C16), older variants, and historical sends. Notable historic volume: "Quick Check-in" (5.5K delivered, 27 replies) and "Private Placements" (3.8K delivered, 5 replies) — both archived.

Showing all paused / inactive sequences
Campaign Status Steps Delivered Bounce Open Reply Click Last used
04

Guardrails & Next Step

Operating principles 5 notes

The standing pre-flight checklist before C29–C32 — or any future row on this sheet — gets enrolled in Apollo. Sourced directly from the sheet's notes tab.

Launch guardrail

This sheet is planning / review only. No Apollo campaigns were created, launched, enrolled, or sent from this run.

BD CTA direction

Each new row uses a custom-demo CTA so you can attach a custom broker-dealer deck separately. Hook is consistent across C29–C32; the deck is what gets swapped per surface.

Campaign naming

New campaign codes continue the prior sequence after C25–C28 — this batch is C29 through C32. Keep the C## convention so Apollo and the sheet stay aligned.

Suppression

Run suppression before any Apollo setup: customers, active opportunities, DNC / unsubscribed / bounced, recent direct outreach, active sequence, duplicates, sensitive blocks, and parent-BD overexposure.

Recommended next step

Approve which two BD hooks should go first, attach the custom deck / demo URLs, then build source-backed lists and create Apollo sequences paused / inactive. The other two can stage immediately behind the chosen pair.