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    Pipeline & Outbound

    AI Sales Agent

    A digital worker that researches accounts, builds target lists, writes personalized outreach, follows up, qualifies replies, and books meetings on your calendar.

    Deploy This Agent

    Deployment timeline

    2–3 weeks to deployment

    Potential ROI

    Typically replaces 1–2 SDR seats of manual prospecting capacity

    Ideal customer

    Service businesses and B2B teams with 10–100 employees that need more qualified meetings without hiring another SDR.

    Responsibilities

    • Researches prospects and accounts
    • Builds and enriches target lists
    • Writes personalized outreach
    • Runs multi-step follow-up sequences
    • Qualifies inbound and outbound replies
    • Books meetings directly on your calendar
    • Updates the CRM after every touch
    • Reports pipeline activity daily

    Business outcomes

    • More qualified meetings per month
    • Consistent outreach that never goes quiet
    • CRM data that stays accurate without manual entry
    • SDR-level capacity at a fraction of a salary

    Example workflow

    1. 1Pulls new accounts matching your ICP
    2. 2Researches each company and contact
    3. 3Drafts personalized first touch and follow-ups
    4. 4Sends across email and LinkedIn on schedule
    5. 5Classifies replies and qualifies interest
    6. 6Books the meeting and logs everything in CRM
    7. 7Sends a daily pipeline summary for human review

    Expected deliverables

    • Live outbound engine with warmed sending infrastructure
    • Qualified meetings on your calendar
    • Weekly pipeline and reply-quality reporting

    Integrations

    HubSpotSalesforceInstantlyLinkedInClayGoogle CalendarSlack

    Industries

    Professional ServicesManufacturingITFinancial ServicesConstruction