Sales Outreach
Run outreach from prospect research to signed proposal. The AI drives research, messaging, follow-up, and proposals.
Free to start · installs all 4 workflows
One connected process
These workflows hand work to each other — what one level plans, the next level executes. The AI drives between them inside your conversations.
- 5 steps · 2 checkpoints
Prospect Research
Build a qualified prospect list from ICP to review. The AI drives through Find, Qualify, and a list-review checkpoint.
- 5 steps · 1 checkpoint
Outreach Message
Send personalized outreach from prospect to logged outcome. The AI drives Research, Draft, and a send checkpoint.
- 5 steps · 1 checkpoint
Meeting Follow-Up
Turn a meeting into a sent follow-up. The AI drives through Extract, Draft, and a send-review checkpoint.
- 5 steps · 2 checkpoints
Proposal
Build a client proposal from requirements to client-ready. The AI drives through Scope, Draft, and two checkpoints.
Inside the kit
Sales
Prospect Research
Build a qualified prospect list from ICP to review. The AI drives through Find, Qualify, and a list-review checkpoint.
Sales
Outreach Message
Send personalized outreach from prospect to logged outcome. The AI drives Research, Draft, and a send checkpoint.
Sales
Meeting Follow-Up
Turn a meeting into a sent follow-up. The AI drives through Extract, Draft, and a send-review checkpoint.
Sales
Proposal
Build a client proposal from requirements to client-ready. The AI drives through Scope, Draft, and two checkpoints.
Ready to automate?
Install the whole kit, start a task, and let the AI drive the work through your workflows.