Automated outbound

Create account-specific outreach from verified buying context and approved positioning, while keeping people in control of what gets sent.

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How the workflow runs

  1. 01

    Qualify the reason

    Start only when the account fits and there is current evidence worth acting on.

  2. 02

    Choose the stakeholders

    Match the business context to the people, roles, and relationships most relevant to it.

  3. 03

    Craft the message

    Use approved positioning and proof to make the outreach specific and effective.

  4. 04

    Gate the send

    Apply freshness, tone, permission, volume, and human-review rules before activation.

Evidence in, action out.

The operating problem

Scaled outbound amplifies weak research, stale data, and generic personalization before teams can catch the damage.

How the workflow runs

Start from qualified accounts and verified evidence, then draft role-specific messages within approved positioning and rules.

Evidence and inputs

Qualified records, signals, CRM context, personas, claims, proof points, tone, previous touches, and suppressions.

Actions and handoffs

Draft messages and call points, recommend timing, populate sequences, pause stale plays, and record activity in CRM.

Operating outcome

Every message has a current reason, relevant audience, and traceable evidence, while sellers retain control.

Controls for production

Human approval, send limits, exclusions, prohibited claims, freshness, permissions, opt-outs, and message provenance.

A platform designed for outcomes

Bespoke outbound systems that fit how your business operates, and how it wins.

Company Brain

Supplies coworkers with approved positioning, persona notes, CRM exports and evidence for each outreach angle.

Coworkers

Use fresh CRM signals and supplied account evidence to draft relevant messages and record approved outreach.

Approvals

Outbound messages wait for a seller to check the contact, claims and timing before sending. The run is retained.

One intelligence layer from plan to delivery

16x

Faster time-to-insight

5

Fewer tools needed

80%

Avg. cost reduction

8 hrs

Saved per team per week

Better intelligence, better outreach

Read qualification, signals, contacts, and history from GTM systems; return approved drafts, sequence inputs, pauses, and complete provenance.

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Connected sources

SlackConnected
SalesforceConnected
IntercomConnected
BigQueryConnected
StripeConnected

Related use cases

01

ICP and market segmentation

Define where you win, which accounts belong, and how sales and marketing should prioritize them—using evidence instead of broad firmographic labels.

Explore workflow 02

Account-based campaign activation

Build campaigns around the accounts you want to win, the people involved, and the signals that make outreach timely.

Explore workflow 03

Intent and engagement scoring

Combine engagement with account and contact research to understand fit, identify buying intent, and prioritize follow-up with a clear reason.

Explore workflow 04

Campaign and message intelligence

Turn customer evidence, market change, and win/loss insight into campaigns built around what buyers care about now.

Explore workflow 05

Lifecycle and nurture orchestration

Move accounts between education, nurture, sales follow-up, and reactivation when their situation changes—not when a timer expires.

Explore workflow 06

Event and market monitoring

Find market and account events early enough to shape campaigns, sales plays, and executive response while the context is still useful.

Explore workflow 07

Buying-signal monitoring

Detect meaningful changes across accounts and contacts, combine them into context, and give teams a defensible reason to act now.

Explore workflow 08

Lead qualification

Qualify leads and accounts against shared fit, urgency, intent, and buying-committee standards before sales accepts the handoff.

Explore workflow 09

Lead generation

Build smaller, cleaner account and contact audiences from explicit market criteria, custom research, and current evidence.

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Account research

Give sellers a current, source-backed view of the account, its priorities, stakeholders, risks, and the most credible path into a conversation.

Explore workflow 11

Pipeline and deal-risk monitoring

Monitor deals for lost momentum, weak stakeholder coverage, competitive pressure, and missing next steps before forecast calls expose the risk.

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Turn AI potential into real business outcomes

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