Review before send in Stage 1

Every note Stage 1 sends goes out from your own LinkedIn and your own email, under your name. A senior buyer who gets a bad one doesn't blame the software. They remember you.

So by default, nothing with words in it reaches a prospect until you've read it and said yes.

What it does

Review before send is on for every new workspace. With it on, every first message, every follow-up, every email and every intro ask to a mutual connection waits for your approval before it goes.

Invites and profile visits still go on schedule. They carry no words, and holding them would only slow the sequence down.

The approval is for the message, not the account. Approving an account starts the outreach and schedules the touches. Each message with words in it still stops at you on its way out.

How it works

When a message comes due, Stage 1 checks it before anything else. Has this person replied? Have they opted out? If either is true, the message is skipped, approved or not. Then, with review on, any message you haven't approved stays where it is until you do.

Approved messages go inside your sending hours and your daily limits. By default that's up to 20 invites, 40 LinkedIn messages and 40 emails a day per sending account, between 8 and 5 in your time zone, with weekends off.

The second LinkedIn note is written later than the rest. It only goes when something new happened at the account after your first message, so Stage 1 writes it the moment it comes due. With review on, it then waits for you like any other message. If nothing new happened, it's skipped.

The email step only exists if Stage 1 found a work email for that person inside your plan's allowance. Every email carries a line that lets the reader reply stop, and a stop puts them on your opt-out list on every channel.

Where you find it

Open the Desk and tap Going out. Every message waiting to send is there, grouped by the day it's due. Each one shows who it's to, which step it is, the channel, the door and the construct it came from, and a Needs approval or Approved tag. Emails show their subject line.

Approve one at a time, or tap Approve everything due by tomorrow to clear the next 24 hours in one go. Tap Edit on any message to change it first. An orange note under a message means it breaks a rule, like a sentence that opens with I or We or a placeholder left in brackets. Fix it before you approve.

The toggle sits at the top of Going out. Only the workspace owner can turn review off. With it off, messages go on schedule, and you can still read and change them there first.

Why it's on by default

Volume tools treat approval as friction. In a services sale it's the job. You're writing to a few people at each account, and every one of them could be a six-figure engagement. One careless note to an economic buyer costs more than a week of slower sending.

And you know things Stage 1 doesn't. That the CIO just spoke at your client's event. That the account went quiet for a reason. That this person would rather hear from your partner than from you. Review is where that knowledge gets into the message.

We wrote the case for this long before the feature shipped, in owning every send. For what to change when you read a draft, see the forwardable note, line by line.

Stage 1 does the research and the drafting. You decide what goes out under your name.