Screenshot of the Outbound prospecting and meeting booking portal interactive demo
Screenshot of the interactive demo, on sample data

Outbound prospecting and meeting booking portal

Run one owned outbound workflow from lead discovery to booked meeting.

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For
Sales teams and founders running outbound prospecting without a dedicated sales operations function
Solves
Lead sourcing, intent signals, outreach, replies and meeting booking sit in separate rented tools, so pipeline work is fragmented and hard to review.
Delivers
Reviewed pipeline of qualified prospects and booked meetings
Built in
about 4 weeks of creation time, MVP in 5 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
01

What it does

Run one owned outbound workflow from lead discovery to booked meeting.

  1. Discover and update new leads from permitted data points.
  2. Detect purchase intent signals from approved online sources.
  3. Send personalized email sequences automatically.
  4. Book sales calls on the calendar when prospects show interest.
  5. Reach prospects across email and LinkedIn.
  6. Verify and filter prospects for quality and relevance.
  7. Handle replies and objections with configurable escalation rules.
  8. Run follow-up sequences for non-responders and retries.
  9. Tailor outreach using job descriptions, company activity and social interests.
  10. Report engagement and refine strategy from analytics.
  11. Provide a simple interface for lead discovery and campaign setup.
  12. Generate message content from natural language prompts.
  13. Compose, organize and respond to emails with suggestions.
  14. Test outreach variations and optimize on response signals.
  15. Combine discovery, enrichment, intent, sequencing and deliverability in one product.
  16. Search a large contact database of professional contacts and local businesses.
  17. Connect third-party data and storage services.
  18. Integrate with popular email platforms.
  19. Compare the reviewed result with the recorded baseline and value assumptions.
  20. Capture corrections and named-owner approval before consequential use.
  21. Export a versioned reviewed pipeline of qualified prospects and booked meetings with source references and unresolved questions.

Everything these tools do, in one app

What goes in, what comes out

What the customer puts in
  • Permitted prospect data
  • Intent signals
  • Approved message templates
  • Calendar rules

AI drafts, people review. Operational coordination portal.

What the customer gets
  • Reviewed pipeline of qualified prospects
  • Booked meetings
02

How it works

The workflow

  1. In
    Start with

    Permitted prospect data, intent signals, approved message templates and calendar rules

  2. 1

    Confirm the buyer's problem and scope

  3. 2

    Collect permitted prospect data

  4. 3

    Intent signals

  5. 4

    Approved message templates and calendar rules

  6. 5

    Then follow this sequence: 1

  7. Out
    Finish with

    Reviewed pipeline of qualified prospects and booked meetings

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 approved sending domain and one connected mailbox; final send, pricing and meeting commitments remain human. A model suggestion is never a verified fact, professional decision or authorization to act.

What your team sees

Primary screens: Campaign brief and targeting rules, Editable prospect and sequence preview, Client proof and delivery. Use a thumbnail gallery for campaigns, a large central editing canvas for sequences and prospect lists, and a right-hand panel for intent signals, constraints and comments. Let users compare sequence versions side by side. Display draft, changes requested and approved states. Provide a client preview link with comments anchored to the relevant prospect or message. Make the task-specific outcome reviewed pipeline of qualified prospects and booked meetings visible beside its evidence, review state and value baseline.

Accounts and administration

Project ownership, asset versions, client comments, approval states, usage allowances, revision 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

Customer-owned prospect lists, authorized intent sources and permitted research sources. Cloud data storage, CRM import/export and calendar destinations. Start with file exchange and validate destination specifications before promising direct CRM sync. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

03

How we build it

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

    5 days

    One buyer segment, one recurring use case; first modules: discover and update new leads from permitted data points; detect purchase intent signals from approved online sources. Manual review in the loop. Built by our AI software factory.

  3. 3

    Paid pilot

    6 days

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

  4. 4

    Full product

    10 days

    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 sales teams and founders running outbound prospecting without a dedicated sales operations function use it to solve "lead sourcing, intent signals, outreach, replies and meeting booking sit in separate rented tools, so pipeline work is fragmented and hard to review"?
  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 meetings booked per outreach hour and reply-to-meeting conversion.
  4. Measure, then decide. Track qualified meetings booked per outreach hour and reply-to-meeting conversion; 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 approved sending domain and one connected mailbox; final send, pricing and meeting commitments remain human. Implement one approved input format, a bounded representative case set and the first two task modules: discover and update new leads from permitted data points; detect purchase intent signals from approved online sources. Support the third module with operator review: send personalized email sequences automatically. 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 reviewed pipeline of qualified prospects and booked meetings. Retain the explicit scope boundary: One approved sending domain and one connected mailbox; final send, pricing and meeting commitments remain human.

What the build depends on. Prospect upload and preview, asynchronous enrichment jobs, editable version history, reviewer access and tested export formats. High-fidelity sending requires deliverability QA. Obtain representative authorized cases, baseline measurements, qualified reviewers and a buyer-side decision owner. Specific limitation: One approved sending domain and one connected mailbox; final send, pricing and meeting commitments remain human.

04

Investment

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

  1. Phase 1

    MVP

    One buyer segment, one recurring use case; first modules: discover and update new leads from permitted data points; detect purchase intent signals from approved online sources. Manual review in the loop.

    $13,500 · about 5 days of creation time

  2. Phase 2

    Paid pilot

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

    $13,500 · about 6 days of creation time

  3. Phase 3

    Full product

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

    $19,000 · about 10 days of creation time

Indicative total, MVP to full product$46,000about 4 weeks of creation time · start with the MVP from $13,500

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.

StageHosting and infrastructureAI usageTotal per month
MVP and paid pilotabout 3 customers$30–$60$40–$90$70–$150
Full productabout 50 customers$110–$210$280–$560$390–$770
05

Run it or resell it

Internally

For your own team

Sales teams and founders running outbound prospecting without a dedicated sales operations function run it inside the business: permitted prospect data, intent signals, approved message templates and calendar rules in, reviewed pipeline of qualified prospects and booked meetings out, reviewed by your people.

For your clients

As part of your offer

Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.

Your brand, or this one

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

  • primary#91276a
  • accent#54c96a
  • surface#f1e4ec
  • ink#22201e
Headings
Space Grotesk
Text
Inter
Voice
Direct, upbeat, outcome-focused
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 campaign package. Offer a monthly production allowance after repeat demand. Quote complex multi-channel or high-volume sending separately. These are test prices, not market benchmarks. Package the initial sale as one bounded reviewed pipeline of qualified prospects and booked meetings. 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 one owned outbound workflow from lead discovery to booked meeting. Demonstrate a concrete reviewed pipeline of qualified prospects and booked meetings using the buyer's approved example and show the baseline, corrections and actual delivery effort.

Where to find buyers

Sales teams and founders running outbound prospecting without a dedicated sales operations function 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 prospects and booked meetings from a small authorized input set, with a transparent calculation of qualified meetings booked per outreach hour and reply-to-meeting conversion and no promised savings.

The first 30 days

  1. Week 1: interview five sales teams and founders running outbound prospecting without a dedicated sales operations function and inspect a recent example of lead sourcing, intent signals, outreach, replies and meeting booking sit in separate rented tools, so pipeline work is fragmented and hard to review.
  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 meetings booked per outreach hour and reply-to-meeting conversion, 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 meetings booked per outreach hour and reply-to-meeting conversion. 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 meetings booked per outreach hour and reply-to-meeting conversion; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase.

Retention and expansion

Repeat the workflow when the buyer again needs reviewed pipeline of qualified prospects and booked meetings. 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 sequences, targeting 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 sales teams and founders running outbound prospecting without a dedicated sales operations function. Repeatable delivery and useful integrations matter more than access to a base model.

Alternatives and positioning

Sparkbase, Outhop, Ava 2.0, Zaplify, Scalez, fyli and Magic Inbox, plus manual prospecting and generic CRM tools. Compare this product with the buyer's present method on qualified meetings booked per outreach hour and reply-to-meeting conversion. Offer a bounded paid workflow instead of claiming broad autonomous expertise. Market uniqueness and competitor coverage are not verified.

Main delivery costs

Generation attempts, data enrichment, 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 reviewed pipeline of qualified prospects and booked meetings. Track cost per accepted output, including correction work, unsuccessful cases and support.

06

Safeguards

Preserve prospect consent, source attribution, message accuracy and usage permissions. Buyers approve substantive changes and sending scope. One approved sending domain and one connected mailbox; final send, pricing and meeting commitments remain human. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.

Get this solution built

Built for you by our AI software factory, MVP in about 5 days. Tell us about your business and how you want to run it: inside your company, or as part of what you offer your clients. We reply within one working day.

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