Personal outbound at a pace one seller can keep up with
Every weekday morning the engine finds eight people who fit, checks they're still in the seat, and drafts a message to each one in the seller's own voice. Then it waits. Nothing goes out until the seller approves it.
Good outbound is slow, and fast outbound is spam
Before
- Finding the right person, checking they still had the job, and reading enough to say something specific took most of a morning
- So it got skipped on busy weeks, which is every week
- Sequencing tools sent generic messages people could spot in one line
- No shared record, so two of us could end up writing to the same person
Now
- Eight researched prospects and drafts waiting every weekday
- The seller spends a few minutes approving, editing or declining
- Every message is written from what's actually on that person's profile
- A shared tracker with one owner per prospect, plus reply status on every send
The engine does the research. The seller makes every call
Source by persona
One lead per persona from Sales Navigator, filtered by title, region and company size.
Screen the seat
Anyone who just changed jobs, is leaving, or is already in the tracker gets dropped.
Open to work, skip
Draft in your voice
The title picks the angle. A COO hears about cycle time, an IT director about data control.
You approve
Thumbs up, edit, or decline with a reason. Every reason becomes a rule for the next run.
Send, confirm, track
Approved messages go out and each one is confirmed in the inbox before it counts.
One email with the numbers and the new batch
Each run starts by sweeping the inbox and writing reply status into the tracker. The report opens with campaign numbers, calls out any interested reply the seller hasn't answered yet, and links to the approval page.
- Learns from declines. A draft to a program manager once led with software internals. The decline reason became a rule: program managers hear about the mission, and the whole title group gets it from then on.
- Backs off when you're busy. If too many drafts are waiting on the seller, it skips sourcing that day instead of piling on.
- Hands off to the CRM. An interested reply becomes a qualified deal once the seller confirms need, budget and timing.
- Runs for more than one seller. Each person gets their own personas, voice and approval page from the same engine.
- Interested Morgan Ellis, COO, Marsh Point Precast. Not answered yet.
- Referral Lee Avery pointed us to their IT lead
7 of 7 approved, all confirmed in the inbox.
8 leads, one per persona.
Open the approval pageWhat it changed for us
We run it across two very different markets: defense program offices and commercial operators here in the Southeast. The same engine handles both because the persona and title decide the message. The rules it has learned from our declines are the part we'd never have written down on our own.
Sales Navigator for sourcing, any CRM for the rest
Sourcing runs on LinkedIn Sales Navigator because that's where B2B buyers keep their titles current. The tracker is a shared spreadsheet and deals go into HubSpot for us. Any CRM with an API works for the tracking and the deal handoff.
What AI Advisory clients get
- Personas and search filters for your market, tested live before anything runs
- A voice profile for each seller, built from their own writing
- A private approval page for each seller
- A shared tracker with one owner per prospect and reply status on every send
- Deal handoff into your CRM once a reply is qualified
- Rules that keep improving from your edits and declines
Questions about the outbound engine
Does it ever send anything on its own?
No. Every message waits on the approval page until the seller approves it, and silence is never treated as a yes. It sends exactly what was approved, including any edits.
Who answers the replies?
The seller does, personally. The engine sorts the replies and flags the interested ones nobody has answered yet. It never writes back to a prospect.
Will the messages sound like AI?
They're drafted from rules taken from the seller's own writing, and every draft goes through a check for flattery, filler and generic openers before the seller sees it. The seller still reads every one before it goes out.
Can more than one person on our team use it?
Yes. Each seller gets their own personas, territory, voice and approval page. The tracker is shared, so two sellers never work the same prospect.