Skip to content
Scenario · Automated sales loop

Sourcing, scripts and follow-up run themselves. You close.

The parts of selling that scale badly are the parts nobody enjoys: finding the right accounts, writing the first message, and remembering to follow up. Those run continuously so your time goes to the conversations that need a person.

  • Lead sourcing
  • First-touch scripts
  • Follow-up cadence
The problem

The main challenges in this scenario.

Sourcing eats selling time

Hours go into building lists that a specialist could assemble continuously in the background.

First touch is generic

Personalisation is the first thing dropped under volume, and response rates follow it down.

Follow-up goes missing

Most pipeline is lost not to rejection but to the third message that never got sent.

How the team runs it

A four-step flow. You confirm the key steps.

  1. 01Research Analyst

    Build and qualify the list

    Accounts matched to your actual ICP, with the trigger event that makes each one worth contacting now.

  2. 02Sales Consultant

    Write the first touch

    Openers grounded in something specific to that account rather than a merge field with a company name in it.

  3. 03Team Leader

    Hold sensitive actions

    Nothing sends externally without approval. The queue shows what is waiting and what it will say.

  4. 04Customer Success

    Run the cadence

    Follow-ups tracked and drafted on schedule, escalating to you the moment a reply needs judgement.

Recommended team
  • TLTeam LeaderApproval gate and sequencing
  • RAResearch AnalystSourcing and qualification
  • SCSales ConsultantScripts and proposals
  • CSCustomer SuccessFollow-up cadence
Browse the full roster
What you get back
  • A qualified account list with the trigger event for each
  • First-touch scripts personalised per account, held for approval
  • A follow-up cadence that runs without anyone remembering it
  • Replies routed to you the moment they need a human
“The pipeline stopped depending on whether I had a good week for prospecting. I only see the conversations that are actually live.”
Commercial lead, B2B services

Spend your hours on the deals, not the list.