Turning a stale lead list into a self-running outreach engine
New leads are enriched, synced to the CRM and followed up with personalized AI-drafted emails until they reply.
The challenge
Lead data went stale quickly and manual follow-ups were inconsistent, so good leads fell through the cracks.
What we built
- Every new lead is validated and enriched through Apollo and Clay.
- Clean records are created or updated in HubSpot, avoiding duplicates.
- AI drafts personalized outreach sent from the rep's own inbox.
- A 7-step follow-up sequence stops automatically the moment a lead replies.
Results
- Higher CRM data accuracy
- More targeted, timely outreach
- Less manual follow-up work
Step by step.
Capture
A form submission or CRM webhook starts the flow.
Enrich
Contact data is validated and enriched.
Sync
A clean record is created or updated in the CRM.
Personalize
AI drafts tailored outreach.
Follow up
An automatic sequence runs until the lead replies.
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Let's see what this could look like for you.
Tell us about your process and systems. We'll outline an approach, the guardrails it needs and a pilot plan.
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