Plan on AI Board

Plan outbound campaigns visually

Map every sequence, A/B test, reply flow and CRM handoff on AI Board, with ZicAgent drawing the first draft. Then build the campaign in AI Email Marketing from a plan the whole team has seen.

100 free credits when you sign upNo card required

The problem

Campaigns built in a hurry break in a hurry

Most sequences go live before anyone has seen the whole flow.

  • The plan lives in five places

    Copy in a doc, the list in a sheet, timing in a chat thread. Nobody sees the whole campaign until it is already sending.

  • Reply paths are an afterthought

    What happens after an Interested reply, an out of office or a no? It usually gets decided the day the first reply lands.

  • A/B tests nobody can read

    Two subject lines, three follow ups and a branch. Without a picture, the team cannot tell what is being tested or why.

How ZicReach fixes it

Draw it, agree on it, then build it

AI Board holds the plan. AI Email Marketing runs it.

  1. 01Map
  2. 02Draft
  3. 03Build
  4. 04Hand off

Step 1: Map the whole campaign on one board

Start from a sequence template or a blank canvas. Lay out the lead list, each email, the waits, the A/B test and what happens to every kind of reply, with notes on timing right next to the steps.

  • Sequence templates to start from
  • A/B tests drawn as branches
  • Notes on send times and exceptions
Before
Copy in a doc, timing in a sheet
With ZicReach
One map with every step and branch

Step 2: Ask ZicAgent to draw the reply flows

Describe the flow in plain words and ZicAgent draws it on the board as a flowchart you can edit. Ask it to explain the board and it sums up the plan in a few lines, ready for the team or a client.

  • Flowcharts from a plain request
  • Explains a board in a few lines
  • AI tasks use credits, see pricing
Before
Reply rules decided on the fly
With ZicReach
Every reply path drawn before launch

Step 3: Build it in AI Email Marketing

Turn the map into a campaign: steps, waits, A/B variants and send windows in each lead's time zone, sent from mailboxes that are warmed for free. The board stays open as the reference.

  • Steps, waits and A/B variants
  • Send windows in each lead's time zone
  • Free email warmup on every mailbox
Before
Rebuilding the plan from memory
With ZicReach
The map and the sequence side by side

Step 4: Interested replies reach the CRM, as planned

Replies land in Unibox tagged Interested, Neutral or Not interested, and Interested ones become deals on the CRM board. The handoff you drew is the handoff that happens.

  • Every reply in one inbox
  • Tagged Interested, Neutral or Not interested
  • Deals opened from Interested replies
Before
Hot replies lost in an inbox
With ZicReach
A deal on the board for every yes

ZicReach for outbound teams at a glance

board templates, including sequences and A/B plans
100+
board templates, including sequences and A/B plans
diagram types ZicAgent draws, from flowcharts to timelines
8
diagram types ZicAgent draws, from flowcharts to timelines
share links for your team and clients
Read-only
share links for your team and clients
for email warmup, on every plan
$0
for email warmup, on every plan

Your week

A campaign week, planned before it sends

One board carries the plan from the kick off to the first meetings.

  1. Mon

    YouKicks off the Q4 campaign

    ZicReachAI Board

    Drew the campaign map: 3 emails, an A/B subject test and a reply branch.

  2. Tue

    YouReviews the plan with the team

    ZicReachAI Board

    A read-only link put the map in front of the team and the client.

  3. Wed

    YouWrites the copy

    ZicReachEmail Marketing

    Built the sequence from the map, with both subject lines as A/B variants.

  4. Thu

    YouLaunches

    ZicReachEmail Marketing

    Sent from warmed inboxes, in each lead's working hours.

  5. Fri

    YouPipeline review

    ZicReachCRM

    Interested replies opened deals on the CRM board, as the map said.

Works with

Plan here, send from the tools you use

Send from Gmail, Outlook or any SMTP mailbox, and ask Claude, ChatGPT or Cursor to work in ZicReach over MCP.

MCP server and API

FAQ

Questions, answered

What outbound teams ask us most, in short answers.

What is AI Board?

The whiteboard inside ZicReach. Map campaigns on an infinite canvas with notes, shapes, connectors, frames and tables, or ask ZicAgent to draw the diagram for you.

Does the board build the campaign for me?

The board is the plan. You build the campaign in AI Email Marketing with the board open beside it, or ask ZicAgent to set the campaign up and confirm it before anything changes.

Can I start from a template?

Yes. The gallery has more than 100 templates, including cold email sequences, A/B test plans and reply handling flows. You can also save your own boards as templates.

Can I share the plan with a client?

Yes. Create a read-only link and anyone with it can view the board without changing it. You can also export it as a PNG or SVG image.

Does AI Board use credits?

AI tasks on the board, like ZicAgent drawing a flowchart or explaining a board, use credits. The pricing page lists credit costs and plans.

Does it work on a tablet?

Yes. Boards work on phones and tablets with touch, and every change saves on its own.

Draw the campaign. Then send it.

Start with 100 free credits, no card required. Map your next campaign on AI Board and build it in AI Email Marketing the same day.

100 free credits when you sign upNo card requiredFree Email Warmup, always

100free credits on every new account, no card required