Bulk GTM dossiers

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Web-research every institution in msn-ch-2026-06-01-001's universe and draft per-stakeholder outreach. Budget cap trims what runs; nothing auto-sends.

Scope the universe

Filter which institutions to research. Leave blank for all.

Tier Restrict to one fit-tier of the universe. Blank = all tiers. T1 = best-fit accounts, T3 = weakest. e.g. T1 Min fit score Only research institutions scoring at or above this fit score (0–100). Blank = no floor. e.g. 60 keeps only solid matches Top N (optional) Cap how many institutions run, taking the highest-fit first. Blank = all that match the filters. e.g. 25

Matched Institutions in the universe that pass your tier / min-fit / top-N filters.

Already covered Matched institutions that already have a dossier, so they are skipped to avoid re-spending.

Eligible Matched minus already-covered — the set that could run before the budget cap is applied.

Will run Eligible institutions that fit inside the remaining budget. This is what actually launches.

Est. cost ~$ · budget $ / $ · trimmed for budget

Nothing eligible to run — every match is already covered or the budget headroom is exhausted.

Offer & sender

Product focus Which MasterSoft product every dossier in this run pitches. Applies to all institutions in the batch. e.g. Bundle (SIS + AGT)

Sender identity Who every drafted email in this run appears to come from. Prefilled from the SendGrid sender; override here to apply to the whole batch.

Prefilled from the configured SendGrid sender. Override here to apply to every dossier in this run.

From name Name shown in the From header of every email in this batch. e.g. Rohit Mehra From email Address every email is sent from / 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 different from the From name. e.g. Rohit from MasterSoft

Review & launch

Mission: msn-ch-2026-06-01-001
Tier filter
Min fit
Top N
Product focus
Sender
Dossiers to run
Est. cost: ~$