New dossier — MasterSoft

Target institution

Institution name The single institution to web-research and write outreach for. Use the full official name for best research results. e.g. University of Geneva Country Where the institution sits. Research runs for any country; sending requires a supported compliance profile. e.g. Switzerland, or the ISO2 code CH ISO2 or full name. Research runs for any country; sending requires a supported compliance profile.

Offer & positioning

Product focus Which MasterSoft product the dossier pitches. Bundle leads broad; a single product narrows the angle. e.g. SIS for a student-records modernisation pitch Peer / benchmark metric (optional) A proof-point from a comparable institution. Anchors the 3-year ROI sketch in the dossier. e.g. cut accreditation prep from 6 months to 6 weeks Anchors the 3-year ROI sketch.

Sender identity Who the drafted emails appear to come from. Prefilled from the configured SendGrid sender; override here to apply just to this dossier.

Prefilled from the configured SendGrid sender. Override per dossier if needed.

From name Name shown in the email's From header. e.g. Rohit Mehra From email Address the email is sent from and replies go to. Must be a verified SendGrid sender to actually send. e.g. rohit@mastersoft.com Rep name (optional) Human name used inside the message signature, if it differs from the From name. e.g. Rohit from MasterSoft

Outreach & format

Channels to draft Which outreach formats to generate. Each ticked channel gets its own draft per stakeholder. Only email can be sent from here; others are copy-out drafts. e.g. Email + LinkedIn InMail

Email LinkedIn InMail WhatsApp

Select at least one channel.

Tone The voice the drafts adopt. Free text — describe the register you want. e.g. consultative, executive Language Language and locale to write the drafts in. e.g. British English

Word cap Upper bound on the dossier's length. Higher means more detail but more tokens and cost. e.g. 2800

Review & launch

Institution
Country
Product focus
Channels
Sender

Budget cap (USD) Max spend for this one dossier's research and drafting. The run stops if it would exceed this. e.g. 10 Launcher email Who to notify when this dossier finishes researching and the drafts are ready to review. e.g. you@iitms.co.in

New GTM dossier

Target institution

Offer & positioning

Outreach & format

Review & launch