Sales intelligence and compliant outreach workflow.
Growth Agent
Revenue workflow co-pilot. Research target accounts, diagnose fit, draft personalized outreach, and hand approved leads to sales.
Pilot outputs
Sales intelligence and compliant outreach workflow.
- Prioritized account list
- Evidence-backed customer briefs
- Reviewed outreach drafts
- CRM handoff fields
- Ideal customer profile
- Target regions
- Offer and proof points
- CRM or spreadsheet format
Best-fit customers
The first pilot is selected when the business owner, data owner, and reviewer can all participate.
- Founder-led B2B teams entering new regions
- Export, SaaS, industrial, or service companies with clear ICPs
- Sales teams that need research quality before automation
- Target account sample
- Approved offer language
- Proof points and case notes
- CRM field definition
- Compliance or suppression list
Architecture
A governed agent is a workflow surface: approved materials, reasoning workspace, review queue, and handoff target.
- Website and public account research
- ICP scoring and exclusion rules
- Human review queue
- CRM or spreadsheet handoff
- Week 1: ICP, offer proof, suppression rules
- Week 2: research brief and scoring prototype
- Week 3: outreach drafting and approval workflow
- Week 4: pilot review, CRM export, next-region plan
Workspace modules
The pilot is delivered as an operating workspace your team can inspect: intake, reasoning, review, handoff, and reporting are visible instead of hidden in a chat thread.
Target accounts are scored with source notes, exclusion checks, ICP fit reasons, and region/language tags.
Outbound drafts wait for a named reviewer before any message leaves the workspace.
Approved leads are formatted into the fields sales already uses, with source evidence kept beside each row.
Acceptance table
Acceptance is measurable before build begins, so business owners can decide whether the pilot is ready to scale.
Acceptance criteria
Acceptance is defined before build so the pilot can be reviewed by business owners.
- Each lead includes source evidence
- Messages require human approval
- Suppression list is respected
- CRM handoff is exportable
Risk boundaries
Each pilot defines what the agent may answer, draft, escalate, or refuse before it reaches real users.
- No external send without approval
- No scraping of private systems without written scope
- Every recommendation keeps source evidence
- Sensitive industries require stricter review gates
- How many target accounts per month?
- Which regions and languages matter first?
- Which CRM or spreadsheet fields are mandatory?
- Who approves outbound messages?
System touchpoints
A governed agent is a workflow surface: approved materials, reasoning workspace, review queue, and handoff target.
- CRM or spreadsheet handoff
- Website and public account research
- Suppression list
- Owner / reviewer / approver workflow
- No named workflow owner
- No approved sample material
- Expectation that AI acts externally without human review
- Need for a fully autonomous system before a pilot proves value
Procurement evidence packet
For enterprise buyers, the first trust asset is not a logo wall. It is a packet of artifacts that lets your team inspect scope, evidence, owners, review gates, and handover quality before scaling.
- Redacted artifact examples
- Workflow blueprint
- Material inventory
- Acceptance table
- Review log
- Operating playbook
- Owner / reviewer / approver named
- Source whitelist approved
- System touchpoints scoped
- Risk actions remain in review
- Acceptance metric agreed
Security and governance
Agents are scoped before they act. Source material, user roles, approval gates, logs, and escalation rules are defined as part of the deployment.
Agents answer from a documented whitelist of files, pages, tables, and policies. Anything outside the scope is treated as unknown until approved.
We map who can ask, view, approve, export, or escalate. Restricted material is tested with role-based review cases before launch.
Email sends, CRM updates, approvals, customer promises, and finance-related actions stay in draft or approval mode until rules are signed off.
FAQ
Share your website, process description, or a small document set. We will reply with a recommended pilot scope, required materials, and a practical deployment path.
Only after review rules are approved. The pilot defaults to draft and approval mode.
Yes. It can prepare multilingual research and outreach packs.
Send one workflow. We will map the first agent pilot.
Share your website, process description, or a small document set. We will reply with a recommended pilot scope, required materials, and a practical deployment path.