Training course · 11 modules · ~2 hours

Cold email that lands in the inbox and fills the pipeline

Everything the team needs to know about our email outreach: why we do it, how the BAS method works, how InfiATS runs it, and how to build, launch and manage a campaign without burning our domains.

Contacts in a list verified emails of licensed agents

Campaign emails sent 3-step sequence, plain text

Replies in the Unibox labeled by us

Interested / Tally form agent created in the ATS

Contracted agent CD contracting by plan

How this course works

Read the modules in order. Each one ends with a short quiz. Pass it and the module is marked done.
Use the practice tools to estimate capacity, test spintax and check an email before it goes out.
When all modules are done, take the final exam (80% to pass) to get your certificate.
Your progress is saved in this browser only.

Module 1 · Foundations

Why we do cold email outreach

The Infinitus Group grows when licensed independent agents contract with us. Cold email is the cheapest way to reach thousands of them every week.

The business reason

We are an FMO. We don't sell to consumers in this process; we recruit licensed insurance agents who will sell our products (Cancer plans, Dental plans like UNL and Apex, Medicare and others). Every agent who contracts adds production without adding payroll.

Before outreach, recruiting depended on agents finding us. Outreach flips that: we go to them, at scale, with a specific offer for a specific campaign.

Why email, and why our own system

Email scales

One person can't call 500 agents a day. A warmed group of mailboxes can email them, and the people who reply are the ones worth calling.

We own it

InfiATS runs the full BAS method (warm-up, limits, sequences, Unibox) on our own Supabase, so we don't pay Instantly per mailbox, and replies flow straight into the ATS.

Where outreach fits in the agent journey

Step	Who	What happens
1. Outreach	Outreach owner	Campaign emails go out from warmed mailboxes to a verified list.
2. Reply	Unibox manager	Replies are labeled. "Interested" creates the agent in the ATS and starts the follow-up campaign.
3. Tally form	Agent	The agent fills the Tally form. The ATS creates or updates the agent and assigns a Contracting Director.
4. First call	Administrative Clerk	Call 1, immediate call 2, then voicemail. Asks if the agent belongs to an agency. Schedules callbacks with date and time.
5. Contracting	Contracting Director	Sends contracting by plan (Cancer → ManhattanLife; UNL and Apex go out automatically; Medicare depends on the carrier) and submits the agent for quality review.

The one idea to rememberOutreach doesn't close anyone. Its only job is to start a conversation with the right agent. Everything we do in this course protects our ability to keep starting those conversations every day.

Module 2 · Foundations

How deliverability works

Sending an email is easy. Getting it into the inbox instead of spam is the whole game.

Who decides where your email lands

Most agents use Gmail (Google) or Outlook/Hotmail (Microsoft). Their filters look at every message and decide: inbox, promotions, spam, or reject. They judge three things.

Signal	What they check	How we protect it
Identity	Is this domain really allowed to send? SPF, DKIM and DMARC records.	DNS set up on every domain, verified with Check DNS.
Reputation	History of the domain and mailbox: age, volume, opens, replies, spam reports, bounces.	Warm-up, low daily limits, slow ramp, clean lists.
Content	Does it look like mass marketing? Images, many links, tracking pixels, salesy words, HTML templates.	Plain text, one ask, spintax so no two emails are identical.

The three DNS records

SPF lists the servers allowed to send for the domain. Without it, receivers can't tell us from an impostor.
DKIM adds a digital signature to every email, proving it wasn't changed and really came from our domain.
DMARC tells receivers what to do when SPF or DKIM fail, and shows them the domain owner cares about authentication. SiteGround often sets SPF and DKIM for us, but DMARC usually has to be added by hand in the DNS Zone Editor.

What destroys reputation

BouncesSending to addresses that don't exist. That's why every list must be verified, and why campaigns pause themselves above 5% bounces.

Spam reportsAn agent clicking "Report spam". Usually caused by irrelevant offers, no way to opt out, or too many emails.

Volume spikesA new mailbox suddenly sending hundreds of emails. Filters read that as a spammer.

Identical contentThe same exact text sent thousands of times is a fingerprint filters recognize.

Reputation is slow to build and fast to loseA burned domain can take weeks to recover, and sometimes never does. That's why the rules in the next modules are strict and why InfiATS enforces most of them automatically.

Module 3 · The BAS method

Domains and mailboxes

We never send cold email from our main domain. We send from separate sending domains, each with a few mailboxes that look like a real person.

Rule 1: never use theinfinitusgroup.com

If a cold campaign goes wrong, the damage stays on the sending domain. Our main domain, which carries contracting, carriers and the ATS emails, stays clean. Sending domains are sometimes called burner or secondary domains.

Our sending domains

Domain	Notes
tigagents.com	Oldest domains, first ones used for campaigns
meetinfinitus.com	Oldest domains, first ones used for campaigns
joininfigroup.com	.com, good reputation profile
infinituscareers.com	.com, good reputation profile
infinituscareers.org / .info / .store	Weaker endings for spam filters. They warm up and add capacity, but watch their health score closely.

Rule 2: maximum 3 mailboxes per domain

More mailboxes on one domain concentrates volume and risk. With 7 domains we have room for 21 mailboxes. Our goal of about 500 campaign emails a day needs roughly 25 ready mailboxes, so we add domains as we grow.

Rule 3: mailboxes look like a person

Good

harold@, harold.manjarres@, h.manjarres@
Display name: a real person who answers the replies.

Avoid

info@, sales@, marketing@, recruiting@, or anything like getpaidnow@. Filters distrust role and promo addresses.

Rule 4: every domain has a simple website

A short page of its own, not a redirect to the main site. An empty or redirecting domain looks like it exists only to send email.

Connecting a mailbox in InfiATS

Go to Outreach → Mailboxes → Add mailbox.
Provider: Other host. SMTP: mail.yourdomain, port 465, SSL. IMAP: mail.yourdomain, port 993.
Display name: the real person who will answer.
Save, then press Check DNS. MX, SPF, DKIM and DMARC should all be green. Fix anything red before moving on.
Warm-up starts automatically the day the mailbox is added.

Module 4 · The BAS method

Warm-up and health score

A new mailbox has no reputation. Warm-up builds it by sending small amounts of real-looking email that gets opened, rescued from spam and answered.

How warm-up works in InfiATS

Each mailbox sends warm-up emails to our other mailboxes and to Gmail and Outlook seed accounts.
It starts at 1 email a day and adds 1 more each day up to the daily warm-up limit (10 by default).
About 30% of warm-up emails get a reply, and any that land in spam are moved back to the inbox.
Warm-up never stops, even after campaigns start. It keeps reputation steady in the background.

Warm-up volume ramps to its limit in about 10 days. Campaigns wait until the mailbox is at least 21 days old and healthy.

Health score

Every warm-up email tells us where it landed: inbox or spam. The health score is the share that landed in the inbox over the recent window (14 days by default). It is the best early warning we have.

Health	Status in InfiATS	What it means
90 – 100	Ready	If the mailbox has enough warm-up days, it can send campaigns.
below 90	Resting	No campaign emails. It keeps warming up until it recovers. This happens on its own.
No data yet	Check	After a day, this means warm-up isn't running. Tell the system owner.

Why 21 days

BAS recommends 3 to 4 weeks before campaigns. Instantly's absolute minimum is 14 days. InfiATS uses 21 days by default (setting: Warm-up days before campaigns, minimum 14). Shortening it is a business decision with real risk, and it was done once for the first Cancer Plans test with only the oldest mailboxes and very low volume.

Things you can't speed upDomain age and the days of history Gmail and Microsoft need. Launching from day 1 is the fastest way to send everything to spam and lose the domain.

Module 5 · The BAS method

Sending limits and schedule

Real people don't send 200 emails in an hour. Our mailboxes shouldn't either.

Rule	Value	Why
Campaign emails per mailbox per day	20 (hard cap 30)	Keeps each mailbox at human volume. Warm-up runs on top of this.
Gap between emails from one mailbox	15 – 20 min	No bursts.
Campaign daily limit	ready mailboxes × 20	The campaign can't send more than its mailboxes safely can.
Slow ramp	25% → 50% → 75% → 100% over 4 days	Gradual start for every launch.
Sending window	Mon – Fri, 8 am – 5 pm Central	Agents read email during business hours.
Provider matching	Google → Google, Microsoft → Microsoft (when on)	Same-provider email tends to land better.

Example: 7 ready mailboxes × 20 = 140 a day at full speed. This is exactly how the Cancer Plans launch ramped.

Doing the math

Each contact gets up to 3 emails (unless they reply first). With 20 ready mailboxes you can send about 400 campaign emails a day, which covers roughly 130 new contacts a day once the sequence is full. Use the capacity calculator to plan any launch.

InfiATS enforces this for youYou choose the numbers in Settings. The sender picks only ready mailboxes, respects the gap, applies the ramp and stops at the daily limit. Your job is to not override the safety settings without a reason and a plan.

Module 6 · Campaign building

Lists and data hygiene

A great email sent to a bad list still burns the domain. The list is half the campaign.

Who goes on a list

Licensed insurance agents who fit the campaign. A Cancer plans list should target agents who already sell health, dental or supplemental products, in states where we can contract them.

The list rules

VerifyRun every list through an email verifier (ZeroBounce, Verify550 or similar) before import. Import with the "only valid" filter on, using the verifier's status column.

Chunks of 2,000Launch large lists in chunks. If something goes wrong, only one chunk is affected and you can fix it before the next.

90-day restNobody gets cold email from us again within 90 days. InfiATS skips them automatically.

Skip the ATSAgents already in the ATS are skipped. They are in a process with a CD; a cold email would confuse them.

Block listBounces, unsubscribes and "not interested" replies are added on their own. You can add single emails or whole domains (@company.com) in Settings & block list.

NeverImport unverified scraped lists, buy "blast lists", or remove someone from the block list to email them again.

Importing in InfiATS

Outreach → Lists → New list, name it after the campaign and source (for example "Cancer – TX health agents – Oct").
Import the CSV. Map the email column, plus first name, company and state if you have them.
Turn on only valid and choose the verifier status column.
Review the counts: imported, skipped as invalid, skipped by block list, skipped as already in the ATS.

Bounce protection

If a campaign passes 5% bounces after 200 sends, it pauses itself. That is a sign the list is dirty. Don't just resume it: check the source, re-verify, then resume.

When we only have emailsMany of our current leads have an email and nothing else. That's fine, but it means greetings must fall back gracefully: {{firstName | there}} becomes "Hi there," when there's no name.

Module 7 · Campaign building

Writing cold emails that get replies

Short, plain, human, one ask. The goal of a cold email is a reply, not a sale.

The format rules

Plain textNo images, no logo, no HTML template, no buttons, no tracking pixels. It should look like a person typed it.

40 – 90 wordsReadable in 20 seconds on a phone.

One ask"Reply and I'll send the details." Not reply, call, visit the site and fill a form.

Short subject3 to 6 words, often lowercase, like an internal email: "cancer coverage for your book".

No hypeNo "FREE", "$$$", "guaranteed", "act now", all caps or exclamation marks.

No signature blockNo phone, address or links in the signature. InfiATS adds the opt-out line and postal address automatically.

Links: the BAS rule and our exception

BAS says the first emails should have no links. Links are a classic spam signal, especially in Outlook and Hotmail. The Tally form normally goes out after the agent replies, in the Unibox answer and in the follow-up campaign.

For the current Cancer Plans campaign we chose to test the Tally link from email 1 (one link, written out in full). InfiATS flags this as against the BAS rule. If delivery or replies drop, the link moves back to the reply step.

A good structure

Hook: a question about their clients or business.
Who we are in one line.
The offer and why it's easy for them.
One low-effort ask.

From: Harold Manjarres <harold@tigagents.com>Subject: cancer coverage for your book

Hi there, When a client hears the word cancer, the deductibles, rent and missed work add up fast. Do you have something to offer them? I'm with The Infinitus Group, and we're contracting licensed agents for our Cancer plans. It pays a lump-sum benefit straight to the client, to use however they need during treatment. It's an easy add-on for the clients you already serve. Would it help if I sent you the details? A quick "yes" is enough.

Added automatically: opt-out line + postal address · unsubscribe header

Spintax and merge tags

Spintax writes several versions of a sentence so almost no two emails are identical. Merge tags insert the contact's data, with a fallback if it's missing.

{{RANDOM | Hi {{firstName | there}}, | Hello {{firstName | there}}, | Hey {{firstName | there}},}}

{{RANDOM | I'm with The Infinitus Group. | I work with independent agents at The Infinitus Group.}}

{{sendingAccountName}}

{{RANDOM | a | b | c}} picks one option at random for each email.
{{firstName | there}} uses the first name, or "there" if it's empty. Always give a fallback.
{{sendingAccountName}} is the display name of the mailbox that sends it.
Every option must make sense in every combination. Read the 10 previews before saving.

The sequence

Email	When	Subject	Goal
1	Day 0	Its own subject	The offer and one ask
2	+2 days	Blank (same thread)	A different angle or benefit, shorter
3	+2 days	Blank (same thread)	Easy way out: "not now", "later" and "no" all count as replies

A blank subject makes InfiATS send the email as a reply in the same thread, which looks natural and keeps context. When someone replies, their sequence stops on its own.

Practice itPaste any draft into the email checker and the spintax tester before you build the campaign.

Module 8 · Campaign building

Building and launching a campaign in InfiATS

The step-by-step, from a blank campaign to emails going out.

1. Create the campaign

Outreach → Campaigns → New campaign. Type: Cold. Name it clearly ("Cancer Plans - Cold"). Choose the TIG campaign it belongs to so Tally forms and reports connect. Schedule: Monday to Friday, 8 to 17, America/Chicago.

2. Write the sequence

Open Edit sequence. Add the 3 emails with their waits (0, 2, 2 days). Leave emails 2 and 3 with a blank subject. Use the buttons to insert tags, spintax or the BAS template.

3. Preview 10 versions

Use the preview to read 10 random versions on desktop and phone size. Look for broken grammar, a missing fallback, or a combination that doesn't make sense. Check the version counter: more versions is better.

4. Send a test

Mailboxes → Send test sends one email built exactly like the campaign (spintax, opt-out line) to an address you choose. Send it to your Gmail, your Outlook and to mail-tester.com for a score. Aim for a high score and fix anything it flags.

5. Assign mailboxes

Choose which mailboxes the campaign can use. Only Ready mailboxes will actually send. Turn on provider matching if you have both Google and Microsoft mailboxes.

6. Create the follow-up campaign

Create a second campaign of type Follow-up (for example "Cancer Plans - Follow-up", 10 emails over 30 days, leading to the Tally form). Select it as the automatic follow-up in Settings. Follow-up emails may include links because the agent already wrote to us.

7. Launch the list

Lists → open the list → Launch into the cold campaign. For big lists launch a chunk of 2,000. InfiATS skips blocked contacts, people emailed in the last 90 days and agents already in the ATS.

8. Watch the first days

Day 1 sends 25% of capacity. Check Send history, bounces and the Unibox each day. The campaign reaches full speed on day 4.

Pre-launch checklist

Module 9 · After the send

The Unibox and turning replies into agents

Every reply from every mailbox lands in one place. How fast and how well we answer decides how many replies become contracted agents.

Labels and what they trigger

Label	Use it when	What InfiATS does
Interested	They want details, ask a question about the plans, or say yes.	Creates the agent in the ATS and starts the follow-up campaign from the same mailbox.
Call booked	A call is scheduled.	Stops the follow-up.
Not now / later	Polite delay.	No more cold email; keep the note for a future campaign.
Not interested	A clear no.	Added to the block list.
Unsubscribe	They ask to be removed.	Added to the block list. Never email again.
Out of office / wrong person	Auto-replies or the wrong contact.	No action, or note a better contact if they give one.

How to answer

Fast. Same business day, ideally within the hour. Interest cools quickly.
From the same mailbox, in the same thread. The Unibox does this for you.
Use the templates (for example "Cancer: request form") and personalize the first line to what they wrote.
Answer their question first, then send the Tally form: https://tally.so/r/QKRoA1.
Never argue with a "no". Thank them and label it.

The automatic follow-up

After "Interested", the agent gets up to 10 follow-up emails over 30 days pointing to the Tally form. It stops when the agent replies, when you mark Call booked, or when the agent's status changes in the ATS (for example after they submit Tally and a CD starts working them).

Handoff to the team

When the Tally form arrives, the ATS assigns a Contracting Director and the normal process begins: the Administrative Clerk makes the first calls and schedules callbacks, the CD sends contracting by plan and submits the agent for quality review.

Module 10 · After the send

Monitoring, metrics and troubleshooting

Read the numbers every day for the first week of a launch, then a few times a week.

What to watch

Metric	Healthy	Act when
Mailbox health	90+	A mailbox stays Resting for several days
Bounce rate	Under 2%	Rising toward 5% (auto-pause point)
Reply rate	Steady or rising	Near zero after a few hundred sends
Interested replies	A share of all replies	Replies are mostly "who are you?" or "remove me"
Tally forms from outreach	Growing week over week	Interested replies but no forms
Unsubscribes / complaints	Rare	Several in one day from one campaign

We don't track opens in cold emails (tracking pixels hurt delivery), so replies and Tally forms are the numbers that matter.

Troubleshooting

Symptom	Likely cause	What to do
Campaign is live but sends nothing	No mailbox is Ready, outside the sending window, or daily limit reached	Check mailbox status, schedule and the ramp day
Health stuck at "No data yet"	Warm-up job not running	Tell the system owner (warm-up function and its schedule)
Many mailboxes Resting	Spam placement, often new domains or a weak ending	Don't force sends. Let warm-up recover; consider removing weak domains from campaigns
Campaign paused itself	Over 5% bounces	Re-verify the list before resuming
Replies but no Interested	Wrong audience or unclear offer	Review the list source and rewrite email 1
Low replies, good health	Copy isn't landing	Test a new hook or subject on the next chunk
Check DNS shows red	Missing SPF, DKIM or DMARC	Fix in the domain's DNS before sending

Test one thing at a time

When you change copy, change one element (the hook, the subject or the ask) and compare chunks. If you change everything at once you won't know what worked.

Module 11 · Operations

Daily routine, rules and compliance

The habits that keep outreach running for months instead of weeks.

Daily (10 – 20 minutes)

Work the Unibox: answer and label every reply.
Check mailbox health and any campaign that paused.
Confirm the day's sends went out (Send history).

Weekly

Review replies, Interested and Tally forms per campaign.
Prepare and verify the next list chunk.
Run Check DNS on any new domain or mailbox.
Share the numbers with management.

Compliance (CAN-SPAM)

Every cold email has a clear way to opt out and our postal address. InfiATS adds both, plus a one-click unsubscribe header.
Honor opt-outs immediately and permanently. The block list does this automatically.
Subject lines must not be misleading, and we always say who we are.

The golden rules

NeverSend cold email from theinfinitusgroup.com.

NeverPut more than 3 mailboxes on one domain.

NeverSend campaigns from a mailbox that isn't warmed and healthy.

NeverImport an unverified list or email someone on the block list.

NeverAdd images, tracking or HTML templates to cold emails.

AlwaysAnswer replies the same day, from the same mailbox.

AlwaysPreview 10 versions and send a test before a launch.

AlwaysLaunch big lists in chunks and watch the first days.

AlwaysKeep warm-up running, forever.

Practice

Outreach tools

Plan a launch, test spintax and check a draft before it reaches InfiATS.

Capacity calculator

Ready mailboxes

Emails per mailbox / day

Contacts in list

Emails in sequence

Business day	Daily limit	Sent so far

Spintax tester

Your text (spintax and merge tags)

Test first name (leave empty to test fallback)

Sender name

Cold email checker

Subject

Body

Reference

Glossary

BAS: The cold email training guide our method is based on. Its rules for warm-up, limits, copy and replies are built into InfiATS Outreach.
Sending domain (burner): A domain used only for cold email, so our main domain is never at risk.
Mailbox / inbox: One email account that sends and receives (for example harold@tigagents.com).
SPF, DKIM, DMARC: DNS records that prove a domain is allowed to send and that its emails are authentic.
MX: DNS record that says which server receives email for the domain.
Warm-up: Small daily volume of email between our mailboxes and seed accounts, opened, replied and rescued from spam, to build reputation.
Health score: Share of warm-up emails that land in the inbox over the recent window. 90+ is Ready.
Resting: A mailbox under 90 health. It keeps warming up but sends no campaign emails.
Slow ramp: A new launch sends 25%, 50%, 75%, then 100% of the daily limit over 4 days.
Daily limit: Ready mailboxes × emails per mailbox per day.
Provider matching: Sending to Gmail addresses from Google mailboxes and to Outlook addresses from Microsoft mailboxes.
Spintax: {{RANDOM | a | b}} syntax that creates many versions of an email.
Merge tag: A field like {{firstName | there}} filled with the contact's data, with a fallback.
Sequence: The ordered emails of a campaign with the days between them.
Chunk: A part of a big list (up to 2,000 contacts) launched at one time.
Bounce: An email that couldn't be delivered, usually because the address doesn't exist.
Bounce protection: Automatic pause when a campaign passes 5% bounces after 200 sends.
Block list: Emails and domains that never get cold email: bounces, unsubscribes, "not interested" and manual entries.
Unibox: One inbox for all replies across all mailboxes, where we label and answer.
Follow-up campaign: Up to 10 emails over 30 days sent after an "Interested" label, leading to the Tally form.
Tally form: The intake form agents fill to start the process. It creates the agent in the ATS and assigns a CD.
mail-tester: A free site that scores a test email for spam signals and authentication.
CAN-SPAM: US law for commercial email: honest headers and subjects, an opt-out, and a postal address.

Certification

Final exam

15 questions across the whole course. You need 12 correct (80%) to pass.