Sales research and outreach
Research every lead, draft outreach that lands
A sales development agent that researches each account and contact, drafts personalized outreach grounded in real signals, and keeps your CRM clean. Reps spend their time talking to qualified people instead of doing admin.
The problem
Reps lose hours researching accounts, hunting for the right contact, and writing outreach one message at a time. Generic templates get ignored, and CRM data goes stale the moment someone gets busy. The result is fewer real conversations and a pipeline built on guesswork.
The outcome
more qualified meetings per rep
How the work actually flows
No black box. This is the real data and agent flow, from the moment work arrives to the moment it is done, with a human in the loop wherever the stakes are high.
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Source
Take a target account or lead list and pull contacts that match your ideal customer profile.
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Research
Gather firmographics, recent news, tech signals, and role context from the web and your own data.
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Qualify
Score each lead against your fit and timing criteria so reps focus on the ones worth a conversation.
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Draft
Write personalized outreach grounded in the specific signals found, in your sequence and tone.
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Sync
Log the research, score, and drafted messages to your CRM and queue them for rep review.
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Hand off
Pass warm replies to a rep with a one-page briefing on the account and the best next step.
What we build
- ICP-based contact sourcing and enrichment
- Multi-source account and contact research with citations
- A lead scoring model tuned to your fit and timing signals
- Personalized outreach drafting in your sequences and voice
- Two-way CRM sync with a rep review and approval step
Representative stack
We choose tools to fit the job and your constraints. We are not tied to any one vendor.
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Let's adapt this blueprint to your systems
Take the assessment. We start from this reference and tune it to your data, your tools, and your bar for quality.