lead research and outreach
An outreach system that uses website visits to find likely contacts, research them, and send personalized emails—with researched leads passed to sales reps for follow-up.
the project at a glance
the solution
I built an outreach system that starts with the people visiting the website. It finds the best estimated contact, researches that person and their company, and sends customized emails based on what it learns.
For a high-value lead, it sends the research to a sales rep so they can make an informed call. The aim is to give both the email and the rep a useful understanding of who they are contacting and why the conversation might matter.
what it can do
- 1Find likely contacts from website visits
Uses visitor identification to find the best estimated contact behind a visit and connect them with a company.
- 2Research the person and the company
Builds a picture of the contact and their business to give the outreach relevant context.
- 3Send emails tailored to the person
Uses that research to write and send customized emails, with checks for existing customers and previous contact.
- 4Give sales reps a prepared lead
Flags high-value leads and sends the person and company research to a sales rep, giving them context for a follow-up call.
- 5Keep track of the conversation
Connects replies and contact details to the CRM so the sales team can follow the conversation.
More about my AI engineering work, or get in touch.