AI Agent
Sales Outreach Agent
Handles the top of your sales funnel without needing a human to manage it.
What is this?
Understanding Sales Outreach Agent
The top of your sales funnel is where most businesses bleed time. Someone has to find leads, qualify them, write personalised outreach, follow up three times, and update the CRM — all before a single meeting is booked. A Sales Outreach Agent does all of this automatically. It connects to your CRM and lead sources, scans for high-priority prospects, writes personalised emails based on each contact's role and company context, sends them, follows up, and books meetings directly on your calendar. Your team closes deals. The agent does everything before that.
Core Capabilities
Our Process
How We Deploy It
Define Your ICP
We work with your sales team to define the exact criteria for a qualified lead and the tone and style of your outreach.
Connect Your Stack
We integrate the agent with your CRM, email provider, and calendar. All connections use secure OAuth — we never store credentials.
Train on Your Playbook
We upload your sales playbook, case studies, and customer success stories so the agent writes in your voice.
Monitor and Improve
We track open rates, reply rates, and meeting bookings weekly and refine the agent's messaging based on what is working.
Real Examples
What This Looks Like in Practice
After a trade show, 300 business cards are uploaded. The agent scores each contact, assigns them to the right rep, writes a personalised email referencing their specific product interest, and schedules follow-ups.
A sales team of 5 receives 80 inbound demo requests in a week. The agent qualifies each one using your ICP criteria, responds instantly to high-priority leads, and books meetings automatically.
For every deal that goes quiet for more than 7 days, the agent sends a personalised check-in and notifies the rep if there is still no response after a second attempt.
How It Works Technically
Agent Architecture
CRM / Lead Source
Salesforce / HubSpot / CSV
Lead Scoring
ICP criteria evaluation
Email Drafting
LLM with context injection
Send and Track
Gmail / Outlook API
Meeting Booked
Calendly + CRM updated
Technology Stack
Real Impact
Case Study
Context
A B2B software company with a 4-person sales team and 2,800 leads in their CRM that had not been worked.
The Problem
The team was too small to manually work through the lead backlog. High-priority leads were getting lost. Average response time to new inbound leads was 11 hours, costing them deals to faster competitors.
What We Built
We deployed the Sales Outreach Agent connected to their HubSpot CRM. Within the first week, the agent processed all 2,800 dormant leads, booked 23 meetings, and reduced average response time to new leads to under 4 minutes.
4 minutes
Response Time
23
Meetings Booked (Week 1)
₹40L
Pipeline Value Added
See It Live
Interactive Demo
Watch a real step-by-step simulation of this agent completing an actual business task from start to finish.
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Get Started
Want this agent working in your business?
Book a free audit and we will show you exactly how we would deploy this for your specific workflows.