Every rep runs the same motion.
Prospect research that lands in structure, outreach that pauses for your approval before anything leaves the building, follow-ups that write themselves from the meeting, proposals that inherit all of it. The process is the playbook, and the AI runs it.
what monday looks like
- 01Install the Sales Outreach pack
- 02Point Prospect Research at your segment: it lands as structured tasks, not a doc
- 03Draft outreach with the approval gate on: nothing sends until you release it
- 04After the first meeting, the follow-up workflow already has the context
The outreach motion, step by step
Prospect research
Companies and contacts land as structured, deduplicated tasks.
Outreach drafted
The message is written against your positioning, inside the process.
You approve the send
An approval gate holds every outbound message until a human releases it.
Meeting follow-up
Notes, commitments and next steps captured into the same thread of work.
Proposal
Inherits the research, the conversation, and the decisions that led here.
install these
questions
Will AI email my prospects on its own?
Not past an approval gate. Outbound sits behind requires_approval; the workflow drafts, the run stops, and nothing leaves until a human releases it. Remove the gate only when you decide to.
What comes in the box?
The Sales Outreach pack: Prospect Research, Outreach Message, Meeting Follow-Up, and Proposal, each a real workflow with steps and gates you can inspect on this site before installing.
How do we keep every rep on the same motion?
The motion is the template. Edit a step once and every subsequent run, for every rep, inherits it. The playbook stops being a doc people half-remember.
Where does the context from a call end up?
In the thread of work: follow-ups and proposals run inside the same task lineage, and decisions recorded on steps become memories the next run recalls.