Find and qualify leads, then launch personalized email campaigns

Finds new sales leads, checks if they fit your ideal customer, then sends each one a personalized email sequence.

How the work actually flows

It branches. Exactly one path is taken; runs once per each new lead.

Pattern: Exclusive Choice (4) · Multiple Instances without Synchronization (12)

flowchart TD trig(["scheduled new lead pull"]):::trigtime s0[["research lead details"]]:::mi s1["check ideal customer fit"]:::task s2["write personalized email sequence"]:::task s3["launch outreach campaign"]:::svc trig --> s0 s0 --> s1 s2 --> s3 gx{"× does lead fit ideal customer profile"}:::gate s1 --> gx p00["verify email"]:::task gx -->|"lead qualifies"| p00 p01["proceed to outreach"]:::task p00 --> p01 p10["drop lead"]:::task gx -->|"lead disqualified"| p10 p01 --> s2 p10 --> s2 out[/"qualified leads loaded into campaign"/]:::out pay{{"personalized outreach without manual research"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Lead Generation & ProspectingImage & Media ProcessingSpreadsheet & Database OpsSurvey & Feedback
Connects
ApolloAirtableInstantly.aiOpenAIJina AIApifyPerplexity

The problem it solves

Finding new leads and writing personal outreach emails eats up hours every week, and generic mass emails get ignored. You end up either buying expensive lead lists that go stale or spending your best salesperson's time on research instead of closing deals.

Who it fits

A sales team or agency running outbound prospecting campaigns.

How it works

  1. New leads are pulled in based on your target criteria
  2. Each lead is researched using company details, recent news, and social activity
  3. The lead is checked against your ideal customer profile before spending money on email verification
  4. AI writes a three-email personalized sequence for each qualified lead
  5. The finished list is pushed into a live outreach campaign
What you get

Qualified leads your team can act on

You get new leads researched, checked against your ideal customer profile, and started on a personalized email sequence.

What you get

A ready-to-launch, personalized outreach campaign of qualified leads.

What you need

Accounts with Apollo, Airtable, Instantly.ai, and an AI provider such as OpenAI or Anthropic, plus enrichment tools like Apify and Jina AI.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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