The problem this solves
Reps spend the best hours of the day researching accounts and drafting first-touch emails, and pipeline still depends on how much of that grind got done. Meanwhile AI outreach done lazily is already flooding inboxes with generic messages that burn goodwill. The opportunity is real and so is the failure mode - an agent deployed without context or review produces spam with your signature on it.
How we work
The agent is only as good as the context it can read, so we start there: the CRM data it will draw on - notes, past emails, firmographics, website signals - has to actually exist and be accurate for the accounts in scope. If your relationship history lives in an old CRM or personal inboxes, we fix that first, because an agent without context writes messages that could have been sent to anyone.
Then we configure the agent deliberately: which accounts and personas it works, what triggers it to act, and message framing aligned with how you actually talk to prospects. Early output runs through human review, and we calibrate against what your reps would genuinely send until the drafts clear that bar consistently.
Deployment is staged - one segment, measured, then wider - with clear guardrails on volume and a working rhythm where reps review, edit, and learn from the agent instead of blindly forwarding its output.
Deliverables
- CRM context readiness assessment and fixes for target accounts
- Agent targeting and trigger configuration
- Message framing calibrated against your real outreach
- Human review workflow for agent output
- Staged rollout with volume guardrails
- Performance baseline and tuning after first cycles