Screenshot of the Sales prospect discovery and outreach coordination portal interactive demo
Screenshot of the interactive demo, on sample data

Sales prospect discovery and outreach coordination portal

Reduce tool sprawl and manual handoffs while keeping outreach personal.

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For
Sales teams and founders running outbound prospecting in small and mid-sized B2B companies
Solves
Prospect data, intent signals, outreach messages and follow-ups live in separate rented tools, so teams lose context and send generic messages.
Delivers
Reviewed prospect lists and personalized outreach sequences
Built in
about 5 weeks of creation time, MVP in 6 days
Investment
$14,500 for the MVP, $49,500 for the full product
Run it
Inside your business, or as part of your offer to clients
01

What it does

Reduce tool sprawl and manual handoffs while keeping outreach personal.

  1. Find potential prospects matching stated criteria.
  2. Track recent prospect actions and events for buying intent.
  3. Add contact details and relevant information to leads.
  4. Rank leads by likelihood to engage.
  5. Accept plain-language ideal-customer descriptions to generate lead lists.
  6. Generate tailored messages and sequences per prospect.
  7. Send follow-up messages on a set schedule.
  8. Sync data and workflows with the buyer's CRM.
  9. Show campaign performance and response metrics.
  10. Organize and segment prospect lists.
  11. Filter prospects by industry, company size, role and other criteria.
  12. Keep lead information current and actionable.
  13. Verify contact accuracy in real time.
  14. Send outreach directly from the platform.
  15. Consolidate conversations in one inbox.
  16. Suggest campaign fine-tuning.
  17. Test different ideal customer profiles at scale.
  18. Export lead data for sales teams or partners.
  19. Generate marketing materials and social posts.
  20. Track launch progress and deadlines.
  21. Provide templates and guides for campaigns.
  22. Let team members coordinate tasks in real time.

Everything these tools do, in one app

What goes in, what comes out

What the customer puts in
  • Permitted prospect data
  • Intent signals
  • CRM records
  • Outreach history

AI drafts, people review. Operational coordination portal.

What the customer gets
  • Reviewed prospect lists
  • Personalized outreach sequences
02

How it works

The workflow

  1. In
    Start with

    Permitted prospect data, intent signals, CRM records and outreach history

  2. 1

    Confirm the buyer's problem and scope

  3. 2

    Collect permitted prospect data

  4. 3

    Intent signals

  5. 4

    CRM records and outreach history

  6. 5

    Then follow this sequence: 1

  7. Out
    Finish with

    Reviewed prospect lists and personalized outreach sequences

AI does the heavy lifting, people stay in charge

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the 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 and permitted data source; final message approval and sending remain human. A model suggestion is never a verified fact, professional decision or authorization to act.

What your team sees

Primary screens: Prospect search and list builder, Outreach sequence editor, Centralized inbox and analytics. Use a table view for prospect lists, a large central editor for message sequences, and a right-hand panel for intent signals, enrichment details and CRM sync status. Let users compare sequence variants side by side. Display draft, approved and sent states. Provide a shared team view with comments anchored to the relevant prospect or message. Make the task-specific outcome reviewed prospect lists and personalized outreach sequences visible beside its evidence, review state and value baseline.

Accounts and administration

Project ownership, prospect list versions, team comments, approval states, sending allowances, message limits, export history and a rights record for supplied data. 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, permitted prospect data sources and authorized outreach channels. Cloud data storage, CRM import/export and email or messaging 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.

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

    6 days

    One buyer segment, one recurring use case; first modules: find potential prospects matching stated criteria; track recent prospect actions and events for buying intent. 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 sales teams and founders running outbound prospecting in small and mid-sized B2B companies use it to solve "prospect data, intent signals, outreach messages and follow-ups live in separate rented tools, so teams lose context and send generic messages"?
  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 conversations per outreach hour and reply-to-meeting rate.
  4. Measure, then decide. Track qualified conversations per outreach 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 and permitted data source; final message approval and sending remain human. Implement one approved input format, a bounded representative case set and the first two task modules: find potential prospects matching stated criteria; track recent prospect actions and events for buying intent. Support the third module with operator review: add contact details and relevant information to leads. 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 prospect lists and personalized outreach sequences. Retain the explicit scope boundary: One fixed outreach channel and permitted data source; final message approval and sending remain human.

What the build depends on. Prospect data upload and preview, asynchronous enrichment 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 and permitted data source; final message approval and sending 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: find potential prospects matching stated criteria; track recent prospect actions and events for buying intent. Manual review in the loop.

    $14,500 · about 6 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.

    $14,500 · about 7 days of creation time

  3. Phase 3

    Full product

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

    $20,500 · about 3 weeks of creation time

Indicative total, MVP to full product$49,500about 5 weeks of creation time · start with the MVP from $14,500

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 in small and mid-sized B2B companies run it inside the business: permitted prospect data, intent signals, CRM records and outreach history in, reviewed prospect lists and personalized outreach sequences 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#912775
  • accent#54c977
  • surface#f1e4ed
  • 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 prospect package. Offer a monthly outreach allowance after repeat demand. Quote complex multi-channel or CRM migration separately. These are test prices, not market benchmarks. Package the initial sale as one bounded reviewed prospect lists and personalized outreach sequences. 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

Reduce tool sprawl and manual handoffs while keeping outreach personal. Demonstrate a concrete reviewed prospect lists and personalized outreach sequences 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 in small and mid-sized B2B companies professional communities; specialist consultants serving this buyer; permissioned partner introductions; practical demonstrations at relevant trade or practitioner events.

Lead magnet

A reviewed sample reviewed prospect lists and personalized outreach sequences from a small authorized input set, with a transparent calculation of qualified conversations per outreach hour and reply-to-meeting rate and no promised savings.

The first 30 days

  1. Week 1: interview five sales teams and founders running outbound prospecting in small and mid-sized B2B companies and inspect a recent example of prospect data, intent signals, outreach messages and follow-ups living in separate rented tools.
  2. Week 2: prepare a consented or synthetic demonstration of the stated task modules.
  3. Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
  4. Week 4: measure qualified conversations per outreach 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 conversations per outreach 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 conversations per outreach 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 reviewed prospect lists and personalized outreach sequences. 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 message styles, prospect criteria 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 in small and mid-sized B2B companies. Repeatable delivery and useful integrations matter more than access to a base model.

Alternatives and positioning

GojiberryAI, Intently, Coldreach (YC W23), Gro, Persana AI for Prospecting, LinkedLeads and 10xlaunch, plus manual research and spreadsheets. Compare this product with the buyer's present method on qualified conversations per outreach 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

Data enrichment calls, message generation attempts, storage, reviewer hours, client revision rounds and licensed data sources. Additional initial validation requires representative authorized sample preparation, buyer interviews, buyer-side evaluation and bounded validation of reviewed prospect lists and personalized outreach sequences. 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 messages and sending scope. One fixed outreach channel and permitted data source; final message approval and sending 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 6 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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