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Account research, outreach, and pipeline, run by our team

You take the sales calls.
We run outbound.

Our team researches accounts, verifies buyers, and runs outreach across email, LinkedIn, and calls. Email goes out from your own inbox. You set the qualification and send rules, and each week we review results with you before changing the next sweep.

30 minutes, on your real accounts. Empty research runs use no credits.

Example run: hundreds of live sources surface a funding signal, the buying committee is mapped from your personas, and a source-linked draft is prepared for review.

Research before outreach

  • Hundreds

    of sources per account

  • 2 years

    of account history

  • Hundreds

    of people screened against your personas

How the work gets done

You get a team, not a login

In the working session, we encode your market, qualification rules, proof, and plays. Then we run the research, buyer search, outreach, and weekly upkeep. There is no stack to assemble, no SDR to hire, and no agency handoff: the work stays in your workspace, where you can inspect the source, buyer rationale, message, and send status for every account. Every change is versioned and reversible.

You

  • Your market and customer truth
  • Qualification decisions
  • Product proof and objections
  • Sales calls and closing

SalesCopilots

  • Live account research
  • Buyer verification and enrichment
  • Source-grounded sequences
  • Sending, replies, and pipeline upkeep

When your motion needs a workflow the product does not have, we scope it together and build it.

You pay for completed work. Empty research runs use no credits, and any account can be stopped at any time. We have to earn the next run.

Between working sessions, weekly sweeps refresh monitored accounts, surface new signals and leaders, and pull departed champions out of active sequences.

Protect the market you have

Your market is too valuable for AI spray.

Your target market is finite. Before a message leaves your inbox, we verify the account, the buyer's current role, the source, and the send conditions. Weak timing waits. A reply or bounce stops the remaining sequence.

Accounts that pass every check are ready to send. Accounts with weak signals wait, monitored weekly. Accounts outside your rules are disqualified before credits are spent. Replies and bounces stop the remaining sequence.

How it works

We run every outbound step before the sales call.

Research, buyer verification, enrichment, multichannel outreach, replies, and early pipeline stay connected to the same account and source.

Step 1

Start with the right account

Bring a list or build one with us in the working session. The engine profiles each company (industry, divisions, subsidiaries, leadership) and your qualification rules filter poor fits before credits are spent.

  • Parent and subsidiary relationships mapped
  • Poor-fit accounts removed before outreach
Step 2

Read the history before writing

The first sweep reads two years of company history. For monitored accounts, weekly re-sweeps add what changed: every finding dated, scored for urgency, and linked to the source it came from.

  • Time-sensitive signals expire: stale news never anchors an email
  • Every claim cites a source you can open
Step 3

Find the buyers who fit

Your personas drive discovery. We scan hundreds of profiles live for each account. Every match gets a current-role check and a confidence level, and personal triggers are caught along the way: a new role, a promotion, a post about your problem space.

  • Current role checked before outreach; monitored departures pulled from sequences
  • Work email and phone revealed in one click
Step 4

Draft, send, and track the result

Persona-specific email, LinkedIn, and call steps, drafted from the account findings and sent from your real inbox. Replies land in one place. Meetings and early deals sit beside the outreach that created them.

  • The CFO and the CIO get different emails, from different evidence
  • Replies stop the sequence; bounces protect your domain
The source changes the angle
  • Press releasecited opening line
  • Earnings callstated-priority angle
  • Job postsgrowth-area follow-up

See the full run on accounts you care about.

Bring five targets. We'll show the source, the buyer match, and the draft, live on the call.

Live account research

See what changed. Open the source.

Every finding is fetched live, dated, deduplicated, scored, and linked to the original source. Open the filing, earnings call, job post, executive post, or page change behind the message.

Example weekly sweep: the engine checks press, filings, earnings calls, hiring, LinkedIn, podcasts, website changes, and the account's technology stack, then files each dated finding into the account's research feed with a link to its source. A duplicate story is merged, the funding round is scored urgent, and your custom rules gate the account.

The brain

Replies and meetings change the next sweep.

Your buyers' world keeps shifting — funding, hires, priorities — and the strategy shifts with it. Each week, we adjust who qualifies, which signals matter, and what the messages say from real outcomes. Every change is visible, versioned, and reversible.

  • Replies & meetings
  • Signal feedback
  • Persona matches
  • Sharper personas
  • Recalibrated scores
  • Better messaging
Versioned · inspectable · reversible
Connected outbound

Skip the outbound stack. Or shrink the one you run.

Research, buyer discovery, enrichment, sequences, inbox, and early pipeline arrive already connected. Starting fresh? Skip the assembly. Already on Salesforce? Keep it. We run research and outreach around it.

Typical outbound stack

9 tools

Every handoff adds exports, field mapping, deduping, and another place for the workflow to break.

Doing this yourself typically means Apollo, Sales Navigator, Clay, Outreach, a starter CRM, an email verifier, inbox warmup, spreadsheets, and Zapier, plus the CSV exports, deduplication, re-imports, field mapping, and sync repair between them.

The jobs are already connected

  • Live account research Built in
  • Buyer discovery Built in
  • Contact enrichment Built in
  • Multichannel sequences Built in
  • Pipeline and deals Built in

One workspace, set up and run by our team.

Commercial model

Buy a credit pack. Credits draw down as work completes.

Credits draw down for account research, optional monthly monitoring, and contact enrichment. Every feature, seat, setup session, and weekly tuning is included.

Full service · credit-based

Credits

Credits meter completed work: account research, optional monitoring, and per-contact enrichment. Exact rates are scoped to your accounts on the call, before you decide anything.

A run that finds nothing uses no credits.

No seatsNo platform feeNo feature gates
See the full pricing breakdown
Also built in

Run the rest of outbound in the same workspace

Run sequences, collect replies, enrich contacts, update early deals, and connect your own workflows from the same account record.

  • Built-in pipeline

    Accounts, contacts, deal stages, and next-step suggestions live beside the outreach that created them. Salesforce sync is there when you already use it.

  • Sequences & inbox

    Email, LinkedIn connects & DMs, calls, and tasks in one flow. Replies collect in one place and stop the remaining steps.

  • Contact enrichment

    Verified work email and phone revealed in one click, straight from the buyer record.

  • Gmail & Outlook sending

    Send from your real inbox: verification, daily limits, throttles, and automatic stops on reply or bounce.

  • Chrome extension

    Add a LinkedIn profile to a campaign from the page you're on.

  • MCP API

    Wire SalesCopilots into your own tools, agents, and workflows.

The questions buyers ask first

Do I need a sales team already?

No. The person taking the calls can be a founder, an AE, or an established sales team. The working session encodes your motion either way, and our team runs the work from there.

Do we have to replace our current stack?

No. The outbound work runs in one workspace while connecting to Gmail or Outlook, Salesforce, and your own tools through the MCP API. We map what stays before anything changes.

Who controls what gets sent?

You do. Send rules are configured per play: new plays start in review and approval, and you decide whether a proven play can move to automatic sending. Replies and bounces stop the remaining sequence automatically.

How is pricing scoped?

Credits draw down for account research, optional monitoring, and per-contact enrichment. Exact rates are scoped to your accounts and ideal customer profile on the call, and empty research runs use no credits.

How do security and sending permissions work?

Before you connect anything, we walk your team through the data each integration can access, the permissions used, and how sending access is controlled. Bring your review requirements to the call.

Put five target accounts on the screen.

Bring five target accounts. On the call, we show the current signals, the verified buyers, and the source-linked outreach we'd use for each one. You see the work before you spend a credit.

No deck. No trial setup. Just your accounts, researched.

Booking the walkthrough doesn't purchase credits or create a paid commitment.