Use cases · GTM & outbound agencies
Personal outbound, at scale, in every client's voice.
An AI teammate per client builds the list, researches every prospect, drafts in the client's voice, and keeps the CRM honest. You sign off on the send.
Only an example
No two GTM & outbound agencies run the same way. What follows is one example of the shape, not a template. What you build for your clients, in your market, with your own method, is something only you can build, and it is yours.
What the AI teammate takes on.
The outbound motion, per client.
List and research
Prospects that match the client's segment, each one researched, each one with a real opener, staged in a sheet for review.
Drafts in the client's voice
Every email drafted from the client's examples and your corrections. Staged as drafts, never sent without a yes.
Pipeline report
Every Friday in the client channel: replies, meetings, what moved in the CRM, who to follow up with.
A week, in three moments.
Fictional clients, one way of doing it. Your own version will look different, because it is yours.
Works inside your everyday tools.
Connect the firm's accounts once, or a client's accounts to that client's room only.
All integrations
Apollo
HubSpot
Salesforce
Gmail
LinkedIn
Google Sheets
CalendlyWhy an outbound agency runs on this.
Research, not a merge field
The AI teammate reads a prospect's site and posts and writes an opener that could only have gone to them.
Each client's voice, sealed
A client's examples, sequence rules and CRM live in that client's room. Nothing crosses.
You approve, you don't write
Every draft is staged. Send the good ones, edit the rest, and the AI teammate learns from the edits.
Questions people ask.
Does it send automatically?
Not until you say a sequence no longer needs sign-off. Every email is staged as a draft in the client's mailbox for a person to send.
Where do the prospects come from?
From the client's own closed-won data and the prospecting tools you connect to their room, such as Apollo, LinkedIn and the CRM.
Will it sound like the client?
It writes from their examples and your corrections. A correction made once holds for every future draft for that client.
Can it keep the CRM current?
Yes. Replies, meetings and stage changes are written to HubSpot or Salesforce in that client's room, and reported on Friday.
What stops one client's list reaching another?
The room. A client's prospects, drafts and CRM connection exist only in that client's sealed room.
Can it handle follow-ups?
Yes. It drafts the follow-ups on the schedule you set, stops the moment someone replies, and flags warm replies to you.
Other firms, same shape.
RevOps consultancies
CRM hygiene, forecasts and the weekly pipeline review, per client.
Read more
Marketing agencies
Campaign reporting and content, per client, in their channel.
Read more
Recruiting & staffing firms
Shortlists, scheduling and search updates, per client.
Read more
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