An outreach agent that knows your agency
as well as your best rep does.
An AI agent for agency outbound, wired directly into a structured knowledge base of your case studies, offer, and positioning, so every message it sends sounds like it came from someone who actually knows the work. Built to source, personalize, send, and log replies without a human touching a spreadsheet.
Three failure modes capping outbound growth.
Every agency trying to scale outreach hits the same three walls. Different shapes, same root cause: outbound and institutional knowledge were never built as one system.
Outreach doesn't scale past one rep
Prospecting, personalizing, and sending happen one message at a time, so growth is capped by how many hours a human can spend on outbound in a day.
Knowledge lives in one person's head
Case studies, positioning, and proof points sit scattered across docs, decks, and Slack threads. Every new hire and every new campaign starts from scratch.
Outreach and knowledge never connect
Messages get sent without pulling from what actually makes the agency credible, so personalization stays generic even when the proof points exist somewhere in the building.
One agent, one knowledge base, fully owned.
A Claude powered outreach agent wired directly into a structured knowledge base built from your case studies, offer positioning, and ICP definition. Prospects get sourced and enriched against your criteria, and every outbound message the agent drafts pulls its proof points and tone straight from the knowledge base instead of a generic template. Sequencing runs across email and LinkedIn with a human in the loop approval step at launch, removable once trust is built. Replies get classified automatically, interested, not now, wrong fit, and routed so nothing sits unanswered. The knowledge base stays current as new wins land, so the agent's pitch gets sharper over time instead of going stale. Every account, workflow, and API key belongs to your agency from day one, no dependency on Jason to keep it running.
What you get. Phase by phase.
Every phase ships with concrete deliverables you sign off on before the next begins. No vague "ongoing collaboration" hours, no mystery scope.
- Structured knowledge base built from your case studies, offer positioning, ICP definition, and proof points
- Source docs, decks, and Slack threads consolidated into one system the agent can query
- Versioning and update workflow so new wins get added without a rebuild
- Access control and ownership set up on your infrastructure from day one
- Prospect sourcing pipeline built against your ICP, Apollo or Clay depending on fit
- Enrichment layer pulling firmographics, tech stack signals, and decision maker contact info
- Lead scoring against your ICP criteria before any outreach fires
- Deduplication and suppression rules to protect existing relationships
- Claude powered agent drafting personalized outreach pulling directly from the knowledge base
- Sequencing logic for email and LinkedIn with configurable cadence and tone
- Reply classification and routing, interested, not now, wrong fit, handled automatically
- Human in the loop approval step before first send, removable once trust is built
- Automated daily and weekly reports on sends, replies, and meetings booked
- Slack alerts for hot replies and meeting requests so nothing sits unanswered
- Workflow automation replacing manual list pulls and outreach tracking spreadsheets
- Dashboard for pipeline visibility across every active campaign
- Documentation and Loom walkthroughs for updating the knowledge base and adjusting agent behavior
- All accounts, API keys, and workflows transferred to full agency ownership
- Self serve guide for adding new case studies or shifting ICP criteria
- 30 day support window for tuning agent tone and reply handling
Four weeks. Knowledge base to live agent.
Each week ships a working deliverable. Click any week to see exactly what lands in your stack by Friday.
Deliverables this week
- Structured knowledge base built from your case studies, offer positioning, ICP definition, and proof points
- Source docs, decks, and Slack threads consolidated into one system the agent can query
- Versioning and update workflow so new wins get added without a rebuild
- Access control and ownership set up on your infrastructure from day one
Deliverables this week
- Prospect sourcing pipeline built against your ICP, Apollo or Clay depending on fit
- Enrichment layer pulling firmographics, tech stack signals, and decision maker contact info
- Lead scoring against your ICP criteria before any outreach fires
- Deduplication and suppression rules to protect existing relationships
Deliverables this week
- Claude powered agent drafting personalized outreach pulling directly from the knowledge base
- Sequencing logic for email and LinkedIn with configurable cadence and tone
- Reply classification and routing, interested, not now, wrong fit, handled automatically
- Human in the loop approval step before first send, removable once trust is built
Deliverables this week
- Automated daily and weekly reports on sends, replies, and meetings booked
- Slack alerts for hot replies and meeting requests so nothing sits unanswered
- Documentation and Loom walkthroughs for updating the knowledge base and adjusting agent behavior
- All accounts, API keys, and workflows transferred to full agency ownership
Let's build the outreach engine.
A 30 minute call where I share my screen, walk through how the knowledge base and agent connect, and confirm scope against your current outbound stack and ICP. Happy to walk through commercials on the call.