Define the offer, buyer problem and evidence of fit. Map the market using company, technology and timing signals—then exclude the accounts that don’t belong.
THE OUTPUTA focused market and clear buying hypothesis.
Apollo · AI Ark · BuiltWith · TheirStack
02DATA
Find your people. Fill in the picture.
Identify the buying group. Enrich profiles, verify emails and check relationship history, keeping the source and observed date with every useful fact.
THE OUTPUTA usable account and buying-group record.
Limadata · LeadMagic · Prospeo · Findymail
03AGENTS
Turn signals into understanding.
Answer the questions a list cannot. Research fit, changes and likely needs. Bring the evidence into a concise brief, with uncertainty made clear.
THE OUTPUTUseful context, with sources and unknowns.
Claygent · Linkup · Parallel · Firecrawl
04ORCHESTRATION
Make the decision. Connect the next step.
Deduplicate, score and qualify. Route strong fits forward, send uncertainty for review and keep ownership clear. Build retries that avoid duplicate actions.
THE OUTPUTA clear decision, owner and approved action.
Clay · Cargo · n8n
05EXECUTION
Start a conversation. Keep it relevant.
Create a relevant email, LinkedIn touch or seller task from approved context. Check sending readiness, contact history and opt-outs before outreach begins.
THE OUTPUTA recorded conversation attempt, with follow-through.
Instantly · Smartlead · lemlist · HeyReach
06EXECUTION
Catch the reply. Prepare the meeting.
Classify responses, stop follow-ups when someone replies and route the conversation to its owner. Connect scheduling, preparation and meeting notes.
THE OUTPUTAn owned response and a prepared sales conversation.
HubSpot · Slack · Calendly · Fireflies
07ORCHESTRATION + EXECUTION
Carry the context. Close the loop.
Keep proposals, decisions and next steps attached to the account. Recycle “not now” contacts when appropriate. Use replies, meetings and costs to improve the next campaign.
THE OUTPUTA connected handoff and a better next campaign.
Qwilr · PandaDoc · Attio · HubSpot
A focused pilot first. Measure qualified accounts, useful replies, meetings and cost—then scale what works.