Solution
Lead generation & outreach
Find, research and draft to the right accounts — with a person approving every message.
The situation
Prospecting is research, copy-pasting and follow-up scheduling. The research is the valuable part and it gets rushed, because the rest eats the hours.
What the system takes over
- Account and contact sourcing from the lists and tools you already use
- Research summaries per account, pulled from public pages
- First-draft outreach that cites the research, in your voice
- CRM updates and follow-up reminders when a reply arrives
How a run goes
Four steps, and the last one is a person.
- 01
Source
Target accounts pulled from your criteria and existing lists.
- 02
Research
Each account summarised from public sources, with the links kept.
- 03
Draft
A personalised first message written against that research.
- 04
Approve
You review and send. Nothing goes out unreviewed.
Where a person stays in chargeEvery outbound message is a draft until a person sends it. The system prepares; you decide.
Built with
The tools involved.
In delivered work — appears in something that shippedCompatible — the system can connect to it; scoped per project, no track record claimed
- n8nIn delivered work
- MakeIn delivered work
- GmailIn delivered work
- OpenAIIn delivered work
- ClaudeIn delivered work
- HubSpotCompatible
- SalesforceCompatible
- SlackCompatible
See it
Questions
What people ask first.
- Does it send emails by itself?
- No. It writes drafts and stages them. A person approves each one — that is a design rule, not a setting.
- Which CRM does it write to?
- The one you already run. HubSpot, Salesforce and similar are scoped per project; the audit confirms the connection before anything is built.
Next solution: Document intake & extraction
Losing hours to work an AI system could handle?
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