AI Sales & Outreach Programs

You already have
the list.

Most organizations sitting on a large database are working a small fraction of it, because the outreach that gets replies is the kind that takes twenty minutes a person to write. That constraint is the thing we remove.

Not a blast. Not a mail merge with a first name in it. A short, specific note per person, written around who they actually are, at a volume no team could produce by hand.

2,000
Messages/day cap per Google Workspace user
Google, paid editions
~33%
Average open rate, association email
Higher Logic, ~1,500 organizations
~48%
Open rate on segments under 500
Same source
01

What you get, month one

Every engagement starts with the same base system. It gets configured to your business rather than invented for it, which is why it is running inside the first month. The outreach program is built on top of this, not instead of it.

Your Daily Assistant

One brief each morning covering your calendar, what needs a reply, what is overdue, and what is coming. Then it stays available all day. Ask it what is on your plate, have it draft something, have it check a detail. It knows your business, your contacts and how you write.See it running →

Inbox Triage & Drafted Replies

Every incoming message sorted by who it is from, what it concerns and how urgent it is, with a reply already drafted in your voice. You review and send.

Email Labeling & Cleanup

Messages filed automatically to the right contact, campaign or project, and the noise cleared out on a schedule. What stays in the inbox is what genuinely needs you.See it running →

LinkedIn Inbox Triage

Connections researched, replies drafted in your voice, the queue actually worked instead of ignored for three weeks.See it running →

Calendar Management

Scheduling, follow-up windows and deadline cycles handled, with everything counted backward from the date that actually matters.

Meeting Follow-Up

Every call captured, summarized, and turned into action items and a follow-up draft before you have left the room.See it running →

Your Document Library

Up to eight custom templates for the documents you produce over and over, matched to your brand colors and formatting, drafting in seconds instead of hours. We build these around what you actually send.See it running →

Personalized Intelligence Brief

A recurring digest built around your specific business and interests. Real sources, real articles, filtered to what is actually relevant to you rather than a generic industry newsletter.

02

What "hyper specific" actually means

The word gets used loosely. Here is the literal sequence that runs behind a single email, for every person in a segment.

The old way

One message, forty thousand people

A template with {{first_name}} in it. Everyone gets the same paragraph. Recipients recognize it instantly, because they get nine of them a day. Reply rates round to zero.

What we build

Forty thousand messages, one at a time

Each person is researched first. The note references their actual company, their actual role, something they actually did, and your actual history with them. Short, direct, and it reads like you wrote it at your desk.

The chain behind one email

Segment selected Contact record pulled and verified Company, role and recent activity researched Your own history with them read: emails, events, notes Angle chosen from what is actually true about them Written short, in your voice, with your sign-off Your choice: review queue, or straight out Sent on a staggered human schedule Replies classified and routed back to you
You decide how hands-on this is

You can approve what goes out, or it can run on its own. Both are supported and the switch is per campaign, not per program. Reviewing a batch takes sixty to ninety seconds and it lifts reply rates meaningfully, so most people review the first few campaigns and then let the segments they trust run unattended. Some never review at all. That is a decision about your time, not a limitation of the build.

03

What we would build for you

These are the pieces of a complete outreach program. We would not build all of them at once. Tap any of them for the detail.

01

The Database Audit

One clean, segmented database out of everything you currently have in four places.

Always first
Export everything: CRM, spreadsheets, event platform, inboxMerge and dedupe across sourcesVerify addresses, quarantine the dead onesFill in company, role, location, industryClassify into segments that map to how you sellScore by engagement historyOne database you can actually target from

What it does

Pulls every list you have into one place, removes duplicates, verifies which addresses are still live, fills in the company and role information that is missing on most records, and sorts everyone into segments that correspond to something you would genuinely say differently to. Then it scores each contact on how engaged they have been, so you know who is warm before you write a word.

What changes

You get a real count and a real map of what you own. Segmentation is what makes everything downstream work, and it is the thing nobody has time to do by hand. This is also where we find out what your systems will actually give us, which is what makes the rest of the plan specific rather than theoretical.

Why it comes first

Association email averages roughly 33% open across the board, but segments under 500 contacts open near 48%. Same list, same sender, different targeting. The audit is not overhead. It is the multiplier on every campaign after it.
02

Sending Setup & Capacity

Sending as you, from addresses that are recognizably yours, with enough headroom to actually hit volume.

Always first
Confirm your current sending setupWork out the daily volume you actually wantAdd sending addresses on related domains as neededAuthentication configured on eachVolume distributed across themReplies land back in your normal inbox

The capacity math, plainly

Google Workspace caps a single user at 2,000 messages a day across the web interface, SMTP and the API. That is a hard platform ceiling, not a guideline. If you want to be sending one to two thousand individually written emails a day, one address is the entire budget with nothing spare for your actual correspondence. So the answer is more sending addresses, not a different tool.

How we set it up

Additional addresses on domains that are obviously yours and structured the way your organization already is. It still reads as you, replies still come back to the inbox you already work, and your primary domain keeps doing what it does. We configure authentication on each one and ramp new addresses gradually, because a brand-new address sending at full volume on day one is the one thing that reliably goes wrong.

The honest constraint

New sending addresses need a ramp. Two to four weeks to reach full volume. That is calendar time and it cannot be bought down. It is also the reason the first campaign is a small, warm one: it does useful work while the capacity is still coming online.
03

The Personalized Outreach Engine

The one you came here for. An individually researched and written note for every person, at volume.

The core buildHighest impact
You pick a segment and the point of the campaignEach contact researched individuallyYour own history with them read and usedA specific angle chosen per personWritten short, in your voiceReview queue, or straight outStaggered send, follow-ups sequencedReplies classified and routed

What it does

You choose who and why. Everything after that runs on its own. Each email is built from what is actually true about that person: their company and what it does, their role and what it implies, anything notable they have done recently, and every previous interaction they have had with you. Written short — four or five lines, the way a person writes when they are busy, not a marketing paragraph. The follow-up sequence is written the same way and stops the moment someone replies.

What changes

The ceiling on outreach has always been writing time, so the compromise has always been to send something generic. This removes the compromise. The database you have been unable to work becomes something you can run a real campaign against in an afternoon, at five hundred to two thousand a day, and it still reads like personal email.

What it is worth

A person writing genuinely researched outreach manages perhaps 15 to 20 a day. That is roughly 400 a month, one person, doing nothing else. The same output runs across your whole list, every day, and the list stops being an asset you own and starts being one you use.
04

The Reply Engine

Volume creates a second problem. This is the answer to it.

Pairs with 03Biggest time saver
Reply arrivesClassified: interested, not now, wrong person, referral, opt out, out of officeSequence stopped for that contact immediatelyResponse drafted in context of the whole threadHot ones surfaced first with a booking linkCRM updated, nothing dropped

What it does

Sorts every reply by what it actually is, drafts the appropriate response, and puts the ones that matter at the top of your day. Out-of-office messages get re-queued for the return date rather than counted as replies. Wrong-person responses trigger a redirect to the right person. Anyone who asks to be left alone is removed from every future campaign automatically.

What changes

A successful campaign is the thing that breaks most outreach programs. Send two thousand personal emails a day and you get real reply volume, and if it lands in one inbox unsorted the good ones go cold while you work through auto-responders. This is what keeps a working program from collapsing under its own success.

05

Signal-Triggered Outreach

Stop deciding when to reach out. Let the reason decide.

Highest reply ratesNeeds a paid data source
Watchlist built from your databaseMonitored for role changes, company news, filings, permitsSignal detected and matched to a contactNote written around that specific eventOut within a day of the news

What it does

Watches your existing contacts for the events that make an email welcome rather than intrusive. Someone takes a new role, their company announces something, a project breaks ground, a filing appears. The message goes out while it is still news, and it opens with the reason rather than a pitch.

How it actually works

This is worth being precise about, because the obvious method does not work. Scraping LinkedIn is not a reliable source — there is no compliant bulk access and accounts get restricted. What does work is buying the signal. Clay, Apollo and ZoomInfo all sell job-change tracking as a product: you upload your contact list, they monitor it, they tell you when someone moves. Company news comes from news APIs. Permits, licenses and corporate filings come from county and state records, which are public and structured.

What it costs, and when it is worth it

Job-change monitoring is priced per contact per month by the data provider. On a list of forty thousand that is a real line item, so it is usually pointed at a chosen watchlist rather than the whole database. Worth it when a role change or a filing genuinely predicts a need in your world. Not worth it when your outreach is about relationships rather than transactions. We will tell you honestly which one you are.
06

Event Fill & Follow-Up

For anyone whose business runs on getting the right people in a room.

Events & membership
Event created with a date, place and themeRight segment identified from the databaseIndividual invitations written, not a blastRSVP nudges keyed to each person's behaviorNo-show recovery the next morningPost-event follow-up referencing who they met

What it does

Turns each event into a targeted campaign rather than a broadcast. It selects who should be in the room based on theme, location and history, invites them individually with a reason specific to them, chases the maybes, recovers the no-shows without making it awkward, and follows up afterward in a way that references the actual evening.

What changes

Attendance quality rises because the invitation was aimed. Follow-up stops being the thing that never happens because the week after an event is always busy. And the compounding value, the reason people come back, is that the follow-up proves someone was paying attention.

07

Sponsor & Partner Pipeline

Finding them, opening them, renewing them, and proving what they got.

Revenue side
Target profile defined from who already sponsors wellLook-alike companies found and researchedRight decision maker identifiedOpener written around their market and audienceRenewal outreach timed off the anniversarySponsor recap showing what they actually received

What it does

Works the sponsor side with the same machinery as the member or client side. Finds companies that look like your best current sponsors, opens the conversation with something specific about their market rather than a rate card, and then handles the part everyone forgets: a recap at renewal time that shows the sponsor exactly what they got, in writing, before they have to ask.

What changes

Sponsorship revenue is usually relationship-dependent and therefore capped by one person's calendar. This makes it a pipeline with stages and a renewal motion, which is a different kind of business.

08

Dormant List Reactivation

The people who were engaged once and are not anymore. Usually the largest untouched group you have.

Fastest first win
Dormancy defined against your own normal rhythmLast real interaction found and readWhat has changed for them since then, researchedRe-engagement written from that historyResponders returned to the active segment

What it does

Identifies everyone who used to engage and stopped, works out from your own records what the relationship actually was, and writes a note that references it honestly. Not "we miss you," but a specific reminder of a real interaction and a specific reason to talk now.

What changes

This is usually the fastest measurable win in the engagement, because these people already know you. It is also the cleanest way to prove the whole thing works before pointing it at anything bigger.

09

Campaign Intelligence & Attribution

Which segments, angles and senders actually produce meetings.

Measurement
Every send, open, reply and booking loggedGrouped by segment, angle, sender and send windowWhat worked fed back into the next campaignOne report you actually read

What it does

Tracks outcomes rather than vanity metrics. Reply rate and meetings booked by segment, by angle, by who it came from and when it went out.

What changes

Most outreach is run on instinct because nobody has the data to run it any other way. Once you can see that one segment replies at four times another, the next quarter's plan writes itself.

04

What we will tell you before you ask

Four things about this category that shape how we would build your program. Worth hearing now rather than in month three.

One

The audit gives you a real number

Any list that has been built over years across several systems will contain duplicates, addresses that have gone dead, and people who changed jobs. That is normal and it is not a criticism of how anything was run. What the audit produces is an accurate count and a proper segmentation, which is worth considerably more than a bigger number that is partly fictional.

Two

Approval is a dial, not a rule

We can build the approval step in on purpose, and for most people it is worth it early on. Published comparisons from sending platforms put fully autonomous outreach in the low single digits for replies and human-reviewed drafting several times higher. Those figures come from vendors, so treat them as directional. Either way it is your call, per campaign, and the system supports both.

Three

Volume is a capacity question

Google Workspace allows 2,000 messages a day per user. If the target is one to two thousand individually written emails a day, that is one address fully consumed with nothing left for normal correspondence. The fix is additional sending addresses on domains that are recognizably yours, ramped up over a few weeks. Not a different platform, and not sending from somewhere that does not look like you.

Four

Warm lists behave differently

Everything above is far easier when the people receiving it already know your name. Association and membership senders average around a thirty-three percent open rate, and small targeted segments run near forty-eight. If your list is people who have met you, attended something, or done business with you, you are starting from a fundamentally better position than a company buying data.

05

What lands, and when

Dates rather than an allowance. We would confirm this against your systems during setup before promising anything specific.

Weeks 1–4

Base system live, and the database audited

Everything in section one running and configured to you. In parallel, every list you have is merged, deduped, verified, enriched and segmented, and you get an honest count of what you actually own.

Weeks 3–6

Sending capacity in place and ramping

Additional sending addresses stood up on domains that look like yours, authentication configured, volume ramping. This runs alongside the audit because the ramp takes calendar time regardless of what else is happening.

Weeks 5–10

The outreach engine, proven on the dormant segment

The research and drafting chain built and tuned to your voice against emails you have actually sent, then run first as a controlled campaign into the dormant list. Real results, and the tuning happens where the stakes are lowest.

Weeks 9–14

Reply engine and full-volume campaigns

Reply classification and routing live, follow-up sequencing on, and the program opened up to the segments that matter most, at the daily volume your sending capacity supports.

Weeks 13–18

The rest of the catalog

Events, sponsors, signals, reporting. Layered on top of a system that is already working. This is where outreach stops being campaigns you launch and starts being something that runs.

Month 5 onward

Operation and improvement

Ongoing tuning of the writing, monitoring of everything running, and one to three enhancements a month.

Two honest caveats

New sending addresses need a ramp and it takes the weeks it takes. And what is possible depends on the systems you run and what they will let us read. We confirm that during setup, before anything is promised.

06

Two ways to buy this

Either the outreach program comes as part of the full operating system, or it stands alone as a defined project. Which one is right depends on whether you want the rest of it.

Path A  ·  The full stack, with the outreach program built into it

Most popular

Core

The whole base system running, plus custom builds for your business over time.

$2,500 /mo
Six-month minimum · 30-day exit window · then month-to-month
  • The full base system in section one, configured to your business
  • A custom automation built for you every one to two months, chosen from the catalog above
  • Two hours of strategy time per month
  • Ongoing monitoring, fixes and improvements to everything running
  • Async support, one to two business day response
Full Stack

Full Stack

For teams that want CRM automation and a faster build cadence.

$4,500 /mo
Six-month minimum · 30-day exit window · then month-to-month
  • Everything in Core
  • Full CRM automation, your choice of Close, HubSpot or Pipedrive
  • A faster build cadence with a priority queue
  • Custom flows and custom skills built around your workflow
  • Weekly strategy meetings
  • Priority support

Path B  ·  The outreach program on its own, under contract

If the daily assistant, inbox and document work is not what you need, the outreach program can be scoped and contracted by itself, in three phases.

Phase one

Foundation

Database audit and sending capacity. Fixed fee, scoped to the size and state of your list, quoted after we have seen it.

Scoped
Phase two

The engine

The research, drafting and reply chain built and tuned to your voice, proven on a controlled segment first. Fixed fee, one time.

Scoped
Phase three

Program operation

Running it: campaign management, continuous tuning, and additional builds off the catalog. Monthly, on a defined term.

Monthly
How the number gets set

Phase one and two are quoted as fixed fees once we know two things: how many records you have and what condition they are in, and what your systems will let us connect to. Both are answered in a short working session, and neither costs anything to find out. We would rather give you a real number late than an invented one now.

A few things worth knowing

You own the account, the domains and the data. Everything is set up in your name, on your billing, from day one. If we ever part ways you remove our access and keep the whole system.

We will tell you what to buy instead. When something you describe is already solved well by a product you can subscribe to, we will name it and tell you to buy it rather than charge you to rebuild it.

We run our own company on this. The daily assistant, the document library, the inbox triage, the outreach. All of it was built for our own business first.

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