Cold Email Playbook
The Taylor Haren Cold Email Tech Stack Oct 2026
The tools I use to build our lists, run cold email, and figure out what's actually getting us customers.
We used to spend $25,000 a month on lead data and the software to process it. Now I use Claude Code to run the job, connect the data providers directly, and let Python do the repetitive file work. We can pull 1 million leads in 20 minutes on our current setup.
I'll walk you through the whole thing: connecting the tools, finding and validating emails, cleaning the files, keeping the data, building the offer, sending, and seeing what worked. I use Halo for our client campaigns. If I were setting this up myself on Instantly, here's how I'd do it, which inboxes I'd look at, and what it would cost.
As of October 26, we'd booked 92 meetings from 293,000 emails with zero positive replies for WealthReach. They could just book from the email. That's why I care about what happens after we send it, including the people who never reply.
Build it
Start with the stack, or use 8 - Launch in <24 hours, then run the next 90 days as your first-day checklist.
- 01The $25,000/month stack we replaced
- 02Install and connect the tools
- 03Build, verify, and export your market
- 04Store the leads and refill the queue
- 05Choose an offer and write the first email
- 06Set up sending: Halo, Instantly, and costs
- 07Connect OutFound and find the winners
- 08Launch in <24 hours, then run the next 90 days
Want us to run it?
If you'd rather have us do it, my team builds the lists, sets up sending, writes and tests the campaigns, and keeps it running.