An agent that prepares outreach instead of blasting it. It researches an account from sources you approved, checks it against your criteria, drafts a first message for a person to review, and sorts the replies. Nothing leaves without a named approval.

Outbound work is mostly preparation. Someone reads about the company, decides whether it fits, finds the right person, writes something specific and logs it. Done well it takes an hour per account. Done fast it becomes a template with a first name in it, sent to people who never asked and addresses nobody can account for.

What exists today is a working demonstration on test data, which we can walk you through. It shows one account researched with sourced facts, contacts skipped for provenance and preference, a draft a reviewer edits and approves, and replies sorted into interested, not interested and opted out. Sending is switched off. Connecting it to your own systems is the project.

02The problem

What Goes Wrong Without It

Research nobody can trace

A claim about the prospect appears in a message and no one knows where it came from.

Lists of unknown origin

Contact details bought or scraped, with no record of where they came from or when.

Opt-outs that do not stick

Someone asks to be removed and receives the next message in the sequence anyway.

The same person contacted twice

Two reps, or two lists, reach one person with two different pitches.

Claims added under pressure

A figure or a client name slips into a draft because it sounds convincing.

Activity counted as outcome

Messages sent are reported as pipeline, and replies as meetings.

03Step by step

From the First Signal to the Record

An example of one case, in 6 steps. The same steps play in the picture at the top of this page.

Account chosen

A reviewer names a company. The agent reads your approved sources and returns the facts with their links.

Fit decided

Your criteria are applied. An account outside them is reported with the reason, and nothing is drafted.

Contacts screened

Each contact is checked for where the details came from, for opt-outs and for duplicates.

Draft written

A message is drafted from your template with one sourced fact, and waits for a person.

Reviewed and approved

The reviewer edits it. An unsupported claim blocks approval until it is removed.

Reply sorted

A reply is classified, the CRM is updated, and a follow-up is drafted only where one makes sense.

→Request a quote

What We Need to Scope This

The process as it runs today, in a few lines.
The systems it touches, for example research, CRM, sending, preferences.
Rough monthly volume, and who approves what.

Request a quote Book a 30-minute callA quote starts from a written scope, so that the figure means something.

04Outreach agent

Six jobs it carries through

Account research

Builds a short brief from sources you approved.

Reads only the sources on your list
Keeps each fact with its link and date
Drops anything from another source
Says when it found nothing usable

Works inApproved research sources

Where it stopsA fact without a source does not reach a draft.

Fit check

Applies your criteria before anyone is contacted.

Uses rules you can read and edit
Marks missing data as unknown
Gives the reason for each result
Stops at accounts outside the criteria

Works inYour criteria

Where it stopsNo fit, no draft.

Contact screening

Decides who may be contacted at all.

Checks where each contact's details came from
Honours do-not-contact marks
Applies your suppression list
Removes duplicate addresses

Works inCRM, suppression list

Where it stopsProvenance is recorded with every contact.

Draft for review

Writes a first message for a person to edit.

Uses your template and one cited fact
Flags figures and client claims it cannot source
Returns to review after any edit
Needs a named approval

Works inYour templates and approved claims

Where it stopsIt cannot approve its own draft.

Reply handling

Sorts replies and prepares the next step.

Recognises interest, refusal and opt-out
Remembers an opt-out and cancels open drafts
Drafts a follow-up for a person
Passes questions to your team

Works inMailbox, CRM

Where it stopsAn unclear reply is left for a person.

CRM upkeep

Keeps one record per contact with what happened.

Creates or updates, never duplicates
Records the source and date of the details
Records the reply in the contact's words
Reports drafts, approvals and replies as such

Works inCRM

Where it stopsIt has no status for a meeting or a sale.

05Operating boundaries

Sending Is a Separate Permission

Preparing a message and sending it are two different things here. The agent researches, screens and drafts. A message leaves only through a sending connection that you switch on, only after a named person approved that exact text, and never to someone who opted out.

Whether you may contact a given person in a given country is a legal question for your business. The agent enforces the rules you set. It does not decide them.

Facts with a source and a date
Contacts with a recorded origin
Opt-outs honoured and remembered
Named approval for every draft
Sending off until you permit it
Replies counted as replies

06Scope

The Systems Around It

The systems named here are the kind this agent works with. Which ones it connects to in your case is settled in the scope.

Research

Sources you approve, such as company websites and newsrooms
licensed data providers

CRM

HubSpot
Salesforce
Pipedrive
or a custom CRM

Sending

Your email or sequencing platform, connected only when you permit it

Preferences

Suppression lists
unsubscribe records
do-not-contact marks

Templates

Your approved messages and the claims you allow

Review

The people who may edit and approve drafts

07Questions

Straight Answers

No. In what we demonstrate, sending is switched off and the only sender records the message without sending it. In a project, sending is a separate connection that you enable, with a daily limit, and it only ever sends drafts a named person approved.

Lead qualification handles people who came to you. This agent prepares contact with people who did not. That changes what matters: where the contact details came from, whether the person may be contacted, and who approved the wording.

From sources you approve, such as a company's own website, its newsroom or a data provider you hold a licence for. Contacts from a source that is not on your list are skipped, and every fact in a draft keeps its link and the date it was read.

A working demonstration on test data. It shows one account researched with sourced facts, contacts skipped for provenance and preference, a draft a reviewer edits and approves, and replies sorted into interested, not interested and opted out. Sending is switched off. It is not connected to live systems, so the project is the integration with your own systems, your rules and a controlled pilot.

Start a project

Bring One Account You Would Research by Hand

We will run it through the demonstration with you and compare the brief and the draft with what your team would have written.

Start an AI agent project Book a free 30-minute consultation

Response within 24 hoursFree consultation and scopingNDA available on request

AI SDR and Sales Outreach Agent