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SALES AUTOMATION

Sales Automation Pipelines

Streamline sales processes and increase conversion rates

Sales Automation

Competitive Win-back Campaign

Re-engage customers lost to competitors by highlighting your new features or improved value proposition.

INTEGRATIONS

linkedin.com
gmail.com
apollo.io

AGENTS

Research Specialist
Content Writer
Outreach Specialist

PIPELINE

linkedin.com
Identify Lost Deals

Collect records of customers who left for competitors within the past few months.

apollo.io
Competitive Analysis

Compare your offerings with competitor solutions to pinpoint your competitive edges.

3
Create Offers

Design special pricing, pilot programs, or unique bundles to entice former customers.

Approval
gmail.com
linkedin.com
Execute Campaign

Launch targeted outreach (email, LinkedIn, phone) showcasing your new advantages.

5
Monitor Results

Track open/reply rates, measure conversions, and refine subsequent campaigns.

Sales Automation

Lead Enrichment

Gather firmographic and contact details on new leads to ensure high-quality data for sales outreach.

INTEGRATIONS

clearbit.com
hunter.io

AGENTS

Research Specialist
Data Analyst

PIPELINE

1
Lead Identification

Capture or import new leads from various sources (events, inbound forms, partner referrals).

clearbit.com
Company Enrichment

Use Clearbit or other tools to add details like company size, industry, and location.

hunter.io
linkedin.com
Contact Enrichment

Search for decision-makers’ emails and LinkedIn profiles to enrich your database.

4
Lead Scoring

Assess leads based on fit (revenue, vertical) and engagement (downloads, site visits) before final approval.

Sales Automation

Sales Outreach

Automate personalized touchpoints, follow-ups, and tracking to convert leads into customers.

INTEGRATIONS

gmail.com
clearbit.com

AGENTS

Content Writer
Outreach Specialist

PIPELINE

1
Lead Selection

Filter your enriched database to find leads with the highest potential ROI.

clearbit.com
Content Creation

Develop outreach templates and tailor them based on buyer persona, industry, and prior engagement.

gmail.com
linkedin.com
Outreach Execution

Send email sequences or LinkedIn messages, monitoring response rates and performing A/B testing.

4
Follow-up

Schedule automated reminders to follow up with unresponsive leads, with final approval gating if needed.