B2B outreach lead sourcing and follow-up portal

For

B2B sales teams and founders running outbound prospecting

Solves

Lead sourcing, enrichment, outreach, follow-up and call notes live in separate rented tools, so data and workflow stay fragmented.

Delivers

Reviewed pipeline of qualified leads with approved outreach and follow-up

Built in

about 5 weeks of creation time, MVP in 6 days

Investment

$13,500 for the MVP, $46,000 for the full product

Run it

Inside your business, or as part of your offer to clients

Run lead discovery, enrichment, outreach and follow-up in one owned portal.

1. Discover leads matching target criteria.
2. Enrich missing contact and company details.
3. Score leads and detect buying intent.
4. Generate personalized email drafts in brand voice.
5. Send approved outreach and schedule follow-up sequences.
6. Support multi-channel outreach across email and LinkedIn.
7. Prioritize and organize replies in a shared inbox.
8. Capture call notes and record conversations.
9. Prepare meeting briefs from lead research.
10. Run scheduled prospecting on a regular cadence.
11. Capture and enrich leads from any web page via browser extension.
12. Automate browser-based prospecting tasks.
13. Place AI-assisted cold calls that qualify and book meetings.
14. Sync leads and activity to CRM.
15. Tailor workflows and templates to the sales process.
16. Compare the reviewed result with the recorded baseline and value assumptions.
17. Capture corrections and named-owner approval before consequential use.
18. Export a versioned reviewed pipeline of qualified leads with approved outreach and follow-up with source references and unresolved questions.

Everything these tools do, in one app

• Lead discovery and sourcing Automatically finds potential customers matching target criteria.Found in AI Agents by B2B Rocket, Jeeva 2.0, Vidyard Prospector and 4 more
• Contact data enrichment Fills in missing contact and company details from external sources.Found in Oskar by Skarbe, Jeeva 2.0, Vidyard Prospector and 3 more
• AI-personalized email outreach Generates and sends customized email messages to prospects.Found in AI Agents by B2B Rocket, Jeeva 2.0, Vidyard Prospector and 3 more
• Automated follow-up sequences Sends scheduled follow-up messages to maintain engagement.Found in Oskar by Skarbe, Jeeva 2.0, Vidyard Prospector and 1 more
• Lead qualification and intent detection Scores and prioritizes leads based on likelihood to convert or buying signals.Found in AI Agents by B2B Rocket, Oskar by Skarbe, Touch AI and 1 more
• CRM integration Connects with CRM platforms to sync data and streamline workflows.Found in AI Agents by B2B Rocket, folk Assistants
• Campaign analytics dashboard Tracks outreach performance and provides insights for optimization.Found in AI Agents by B2B Rocket, Vidyard Prospector
• Multi-channel engagement Supports outreach via multiple channels like email and LinkedIn.Found in AI Agents by B2B Rocket, Jeeva 2.0
• Inbox management and prioritization Organizes and prioritizes emails to focus on important communications.Found in Oskar by Skarbe, Jeeva 2.0
• Meeting preparation briefs Provides research summaries to prepare for sales calls.Found in Jeeva 2.0
• AI notetaker and call recording Takes notes during calls and records conversations for reference.Found in Oskar by Skarbe, Jeeva 2.0
• Browser-based automation Uses autonomous agents to interact with web pages for prospecting tasks.Found in Reavion
• Scheduled prospecting Runs lead generation on a regular cadence across web platforms.Found in Reavion
• AI voice agents for cold calling Automates cold calls, qualifies prospects, and books meetings.Found in Persana AI Sales and Voice Agents
• Chrome extension for lead generation Enables instant lead capture and enrichment from any website.Found in Persana AI Sales and Voice Agents
• Customizable workflows and templates Allows tailoring of automation sequences to specific sales processes.Found in Persana AI Sales and Voice Agents
• Brand voice creation Captures a company's tone and style for consistent messaging.Found in Pebbles Ai
• Strategy assistant Analyzes underperforming campaigns to identify and fix issues.Found in Pebbles Ai

What goes in, what comes out

The workflow

1. In
   Start with

   Target criteria, permitted contact sources, brand voice and campaign rules

2. 1

   Confirm the buyer's problem and scope

3. 2

   Collect target criteria

4. 3

   Permitted contact sources

5. 4

   Brand voice and campaign rules

6. 5

   Then follow this sequence: 1

7. Out
   Finish with

   Reviewed pipeline of qualified leads with approved outreach and follow-up

AI does the heavy lifting, people stay in charge

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One fixed outreach channel set and approved brand voice; final send and qualification decisions remain with the sales owner. A model suggestion is never a verified fact, professional decision or authorization to act.

What your team sees

Primary screens: Target criteria and sources, Lead review and enrichment, Outreach and follow-up queue, Call notes and meeting briefs, Campaign analytics. Use a table for leads with filters and status, a detail panel for contact data and intent signals, and a queue for messages awaiting approval. Show draft, approved and sent states. Provide a client preview link with comments anchored to the relevant lead or message. Make the task-specific outcome a reviewed pipeline of qualified leads with approved outreach and follow-up visible beside its evidence, review state and value baseline.

Accounts and administration

Project ownership, lead versions, client comments, approval states, usage allowances, sending limits, download history and a rights record for supplied material. Add organization access boundaries, named reviewers, usage caps, data retention controls, export logs and explicit approval for external actions.

Integrations and data access

Buyer-owned CRM, email and calendar accounts and permitted contact sources. Cloud data storage, CRM import/export and outreach destinations. Start with file exchange and validate destination specifications before promising direct sending. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.

1. 1

   Scoping call

   Day 1

   Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.

2. 2

   MVP

   6 days

   One buyer segment, one recurring use case; first modules: discover leads matching target criteria; enrich missing contact and company details. Manual review in the loop. Built by our AI software factory.

3. 3

   Paid pilot

   7 days

   Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

4. 4

   Full product

   3 weeks

   Self-serve onboarding, billing, monitoring and the wider integration set.

5. 5

   Run and improve

   Monthly

   We host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.

Why we start with an MVP

An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.

1. Pick the riskiest assumption. Here: will B2B sales teams and founders running outbound prospecting use it to solve "lead sourcing, enrichment, outreach, follow-up and call notes live in separate rented tools, so data and workflow stay fragmented"?
2. Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
3. Run a paid pilot. Agree quality and outcome thresholds before the pilot using this measure: Qualified leads per sourcing hour and reply-to-meeting rate.
4. Measure, then decide. Track qualified leads per sourcing hour and reply-to-meeting rate; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase. Then expand, change course or stop, with evidence instead of opinions.

MVP scope for this solution. Pilot scope: One fixed outreach channel set and approved brand voice; final send and qualification decisions remain with the sales owner. Implement one approved input format, a bounded representative case set and the first two task modules: discover leads matching target criteria; enrich missing contact and company details. Support the third module with operator review: score leads and detect buying intent. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

After the MVP. Once paid pilots prove usefulness, automate repeatable reviewed steps and add one verified source integration. Expand supported inputs and case volume only after new evaluation cases pass. Build reusable customer configurations and recurring value reports around a reviewed pipeline of qualified leads with approved outreach and follow-up. Retain the explicit scope boundary: One fixed outreach channel set and approved brand voice; final send and qualification decisions remain with the sales owner.

What the build depends on. Lead upload and preview, asynchronous sourcing jobs, editable version history, reviewer access and tested export formats. High-fidelity outreach requires specialist sales QA. Obtain representative authorized cases, baseline measurements, qualified reviewers and a buyer-side decision owner. Specific limitation: One fixed outreach channel set and approved brand voice; final send and qualification decisions remain with the sales owner.

A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.

Running costs per month

A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.

Your brand, or this one

Run it under your own brand, or start from this concept style.

Selling it to your own clients: the go-to-market playbook

Pricing to test

Test a USD 300-1,500 fixed pilot for one defined lead package. Offer a monthly production allowance after repeat demand. Quote complex voice or multi-channel campaigns separately. These are test prices, not market benchmarks. Package the initial sale as one bounded reviewed pipeline of qualified leads with approved outreach and follow-up. Recurring fees must specify volume, review depth and integration support. For exchanges, test a disclosed coordination or successful-service fee rather than holding customer funds. Reprice only after measuring real delivery labor; platform-build cost is separate from a commercial pilot fee.

Message to test

Run lead discovery, enrichment, outreach and follow-up in one owned portal. Demonstrate a concrete reviewed pipeline of qualified leads with approved outreach and follow-up using the buyer's approved example and show the baseline, corrections and actual delivery effort.

Where to find buyers

B2B sales teams and founders running outbound prospecting professional communities; specialist consultants serving this buyer; permissioned partner introductions; practical demonstrations at relevant trade or practitioner events.

Lead magnet

A reviewed sample reviewed pipeline of qualified leads with approved outreach and follow-up from a small authorized input set, with a transparent calculation of qualified leads per sourcing hour and reply-to-meeting rate and no promised savings.

The first 30 days

1. Week 1: interview five B2B sales teams and founders running outbound prospecting and inspect a recent example of lead sourcing, enrichment, outreach, follow-up and call notes live in separate rented tools, so data and workflow stay fragmented.
2. Week 2: prepare a consented or synthetic demonstration of the three task modules.
3. Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
4. Week 4: measure qualified leads per sourcing hour and reply-to-meeting rate, reviewer effort and repeat-purchase interest. This is a demand-validation plan, not a thirty-day full-product delivery promise.

Paid pilot

Agree quality and outcome thresholds before the pilot using this measure: Qualified leads per sourcing hour and reply-to-meeting rate. Continue only if the buyer accepts the actual output, the intended job outcome improves without unacceptable errors, and measured delivery cost fits willingness to pay. Revise or stop if access is unavailable, qualified review cannot be provided, or apparent savings disappear after corrections and support. Use held-out cases when comparing model quality; use a properly reviewed comparison design before making causal claims. Record missing cases and negative results alongside successful outputs.

Success metrics

Qualified leads per sourcing hour and reply-to-meeting rate; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase.

Retention and expansion

Repeat the workflow when the buyer again needs a reviewed pipeline of qualified leads with approved outreach and follow-up. Retain permissioned settings and reviewed examples, report realized value honestly, and sell increased volume or adjacent approved workflows only after contribution margin and quality remain acceptable.

Why clients would pick it

A reusable library of approved target criteria, brand voice rules and review examples, together with reliable delivery for a narrow sales niche. Build a permissioned library of representative task cases, reviewer corrections and verified operating constraints for B2B sales teams and founders running outbound prospecting. Repeatable delivery and useful integrations matter more than access to a base model.

Alternatives and positioning

AI Agents by B2B Rocket, Oskar by Skarbe, Jeeva 2.0, Vidyard Prospector, Reavion, Muraena, Touch AI, Persana AI Sales and Voice Agents, Pebbles Ai and folk Assistants. Compare this product with the buyer's present method on qualified leads per sourcing hour and reply-to-meeting rate. Offer a bounded paid workflow instead of claiming broad autonomous expertise. Market uniqueness and competitor coverage are not verified.

Main delivery costs

Sourcing attempts, enrichment lookups, voice or call processing, storage, reviewer hours, client revision rounds and licensed source data. Additional initial validation requires representative authorized sample preparation, buyer interviews, buyer-side evaluation and bounded validation of a reviewed pipeline of qualified leads with approved outreach and follow-up. Track cost per accepted lead, including correction work, unsuccessful cases and support.

Preserve contact consent, source attribution, message accuracy and usage permissions. Sales owners approve substantive messages and outreach scope. One fixed outreach channel set and approved brand voice; final send and qualification decisions remain with the sales owner. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.