AI Use Case
Automate Sales Outreach with AI
Scale outbound without spam: governed personalization, enrichment, and CRM workflows with safe controls and clear metrics.
Problems
What’s slowing teams down
Common bottlenecks we see before AI workflows are implemented.
Generic outreach
Unpersonalized messages reduce response rates and brand trust.
Manual follow-ups
Sales teams spend hours on repetitive follow-ups and CRM work.
Tool fragmentation
CRM, enrichment, and sequences drift without automation.
No measurement loop
Without tracking, improvements are guesswork.
Delivery
What we deliver
Implementation-ready modules designed for reliability, safety, and real operations.
Template-first personalization
Personalize within strict templates and rules.
Enrichment + scoring
Score intent before triggering sequences.
CRM routing + follow-ups
Route replies and update records with clean summaries.
Safety + monitoring
Checks, logs, and metrics to keep outcomes measurable.
Deliverables
What you’ll get
Concrete outputs designed for predictable handoff and measurable improvements.
Personalization engine with templates and rules
Enrichment + scoring workflow (optional)
CRM integration (create/update, notes, tags)
Follow-up automation and routing
Monitoring and quality checks
Source code + operator handoff notes
Process
How we work
A pilot-first approach, with the quality and governance needed for production rollouts.
Define
Templates, ICP, and constraints.
Integrate
CRM + triggers + workflows.
Guard
Checks and optional review queue.
Launch
Metrics and iteration plan.
Stack
Suggested implementation stack
A practical stack we can adapt to your constraints and existing systems.
Automations
Example automations
A few workflows that usually deliver ROI quickly.
Account research summary → outreach draft
Lead enrichment and scoring before sequences
Reply triage and routing with summaries
CRM note updates and follow-up scheduling
Start Small
Start small in 7 days
Three pilot-friendly options that reduce risk and ship value fast. Choose one, share access, and we deliver a production-ready baseline.
Standard
AI delivery standard
Quality and safety practices we ship with AI builds so the system stays measurable, maintainable, and production-ready.
Logging + tracing
Conversation and tool traces with request IDs, error visibility, and debug-friendly runbooks.
Guardrails + safety
Tool allowlists, PII-safe patterns, refusal behavior, and escalation routes for edge cases.
Evals + regression tests
Golden queries, scorecards, and regression checks so quality improves over time instead of drifting.
Cost + latency controls
Caching, prompt discipline, retrieval tuning, and routing so your app stays fast and predictable at scale.
Documentation + handoff
Architecture notes, environment setup, and next-step roadmap so your team can iterate safely after launch.
Security-first integration
Secrets isolation, role-based access, audit-friendly actions, and minimal data retention by design.
Pricing
Typical pricing ranges
We confirm scope before starting. These ranges help you plan a pilot versus a full rollout.
Pilot workflow: $900–$3,500
CRM + enrichment rollout: $2,500–$8,500
Timelines
Delivery timelines
Common timelines for pilots and production hardening, depending on integrations and governance.
Pilot: 1–2 weeks
Expanded rollout: 2–4 weeks
Risks
Risks & mitigation
The failure modes we design for so reliability and trust stay high.
Spammy messaging
We enforce templates, compliance checks, and optional human review for sensitive or low-confidence cases.
Bad enrichment data
We validate sources and apply thresholds before triggering outreach.
AI Case Examples
Micro case studies (anonymous)
A few safe examples of outcomes we build for real operations—no client names, just results.
Secure Mobile Solution in Australian Defence Ecosystem
Problem: Secure data workflows were required in a regulated environment with strict access controls.
Solution: Hardened architecture with strict auth, encrypted storage, and audit-friendly engineering patterns.
Outcome: Deployed securely within a regulated ecosystem with clear handoff and operational guidance.
AI Knowledge Base Across 2,000+ Pages
Problem: Teams needed fast answers across long PDFs, but search was slow and results were inconsistent.
Solution: RAG with hybrid retrieval and reranking, plus grounded answers and safer fallback behavior.
Outcome: Reliable answers with <10s response times and measurable improvements on real queries.
Ops Automation with AI + n8n
Problem: Manual approvals and CRM syncing created delays and data inconsistencies across tools.
Solution: Event-driven automation with validation gates and AI-assisted classification where it improved routing.
Outcome: Reduced manual workload significantly with more reliable workflows and operator visibility.
Relevant Gigs
Start with a fixed-scope gig
Pick a gig to launch a pilot quickly with clear deliverables and timeline.
Compare
Decision guides
Quick comparisons to help you choose the right approach before building.
Related Services
Explore deeper implementations
When you need more depth than a pilot, these services cover full delivery.
Explore
More AI pages
Additional pillars and use cases to help you plan your roadmap.
FAQ
Frequently asked questions
Will this spam prospects?
No. We enforce template governance and safety checks, and can add human review for sensitive cases.
Can you integrate our CRM?
Yes. We integrate via API/webhooks and confirm permissions during kickoff.
Can it research accounts automatically?
Yes, within approved sources and constraints. We keep it template-driven and measurable.
How do you measure success?
We track reply rate, meeting rate, workflow reliability, and compliance metrics.
Can we start with one segment?
Yes. A pilot typically targets one segment and one workflow before expanding.
Do we own templates and code?
Yes. Source code and the template set are delivered at handoff.
Want an AI pilot for your workflow?
Start with a fixed-scope gig or request a tailored implementation plan for your systems.