Playbook: an agency outbound motion in one week
An illustrative week-by-week workflow for standing up a repeatable agency outbound motion using AI research, verification and automated follow-up.
Published 2026-09-01 · 6 min read
This is an illustrative workflow showing how the platform is designed to be used. It is not a customer case study and contains no performance claims.
Day 1 — Business profile
Add the client's website and a short description. Generate the Growth Intelligence Report and review the summary, ideal customer recommendation and suggested strategy with the client. Correct anything the AI misread.
Day 2 — Targeting
Generate the ICP and targeting plan. Agree the disqualifiers explicitly; this is the step that prevents wasted sends later.
Day 3 — Data
Import the client's existing contacts, event exports and CRM extracts. Map columns, deduplicate, run verification and review the processing timeline. Promote only verified, non-suppressed contacts.
Day 4 — Sending identity
Authenticate the sending domain and verify the identity. Confirm warm-up caps are appropriate for a new domain.
Day 5 — Campaign
Generate the campaign and the follow-up ladder. Edit tone and offer so it sounds like the client, not like software. Schedule activation.
Week 2 onward — Operate
Work replies in the CRM, review Autopilot recommendations, and re-verify new imports before they enter a campaign. Repeat the same five days for the next client.
Run this with AI Autopilot
Business analysis, targeting, lead cleaning, verification, CRM, AI email campaigns and funnels in one subscription — $72.97/month with 500 AI credits included.