A self-refilling engine. Specialized agents find the right companies, build enriched contacts, and write outreach in each person's voice. Salesforce runs a 77 day cadence, and a phone-first call engine keeps Dylan dialing. Tap any block for detail.
One loop, always turning
1Discover — agents find and score companies worth pursuing
2Build — enrich the contact through Apollo and create it in Salesforce
3Write — all 13 touches drafted in Dylan's and Ian's voice
4Automate — Salesforce flows run the 77 day cadence
5Engage — Dylan works tasks, sends, and calls
6Close — a positive reply becomes an Opportunity, and maintenance agents keep the wheel spinning
PHASE 1
Discover
Find + score companies
→
PHASE 2
Build
Enrich + create contact
→
PHASE 3
Write
Draft all copy
→
PHASE 4
Automate
Salesforce cadence
→
PHASE 5
Engage
Send · call · reply
→
PHASE 6
Close
Opportunity created
Scheduled agentOn demand agentCall Task EngineGoogle SheetSalesforce flowHuman in the loop
▸ Tap any agent, sheet, or flow for what it does and how it connects.
🧩
Why it looks like many small agents, not one
The original v1.4 all in one prospecting agent was retired. It was split into the specialized agents below so each runs on the model that fits its job: efficient models for discovery, scoring, and data hygiene, stronger models for the copy that goes out under your team's names. Same quality of output, lower token cost. Look for the EFFICIENT and PRECISION tags on each agent.
1Discover · find & score companies
Two agents decide who is worth pursuing, then write a prioritized target list to a sheet the team can see.
Efficient
🛰️ New Account Discovery
Identifies net new companies and scores them on signal strength.
Monthly
Efficient
🎯 Account Scout
Scores companies on signal strength and outputs a prioritized account list.
A target is pulled, enriched through Apollo, dedup checked, and created in Salesforce with every field in place.
Efficient
🔎 Contact Scout
Takes a company and person, enriches through Apollo, and creates a fully loaded Salesforce contact.
On demand
Efficient
🧬 Enrichment & dedup
Apollo adds email, phone, verification, and intent. Dedup checks email then LinkedIn. Account lookup sets the onboarded flag.
Built in
Dedup runs early, before enrichment and copy, so no tokens are spent on a contact that already exists. Roughly 40 percent of identified contacts are duplicates.
3Write · all 13 touches, in each voice
Copy is drafted per contact and stored on the record. These are the precision-model agents. A person reviews before anything sends.
Precision
✍️ Dylan's Copy Agent
Outreach copy in Dylan's voice from Salesforce context.
On demand
Precision
⏭️ Lookahead Copy Writer
Drafts upcoming Stage 2 touches ahead of time in Dylan's voice.
Weekly
Precision
📈 Ian's Copy Agent
Drafts the value add emails in Ian's voice.
Weekly
Precision
🖊️ Nikki's Copy Reviser
Polishes two email draft fields on existing contacts.
On demand
4Automate · Salesforce runs the cadence
The contact lands with all copy in place. Flow 1 ignites the sequence, and a daily scheduler walks the 77 day day map.
Contact created · 27 fields
Outreach status runs on the Contact object, separate from the existing Opportunity pipeline.
Signal SourceSpecialtyEmail VerifiedIntent Score13 copy draftsOnboarded?
🟦 Flow 1 · Sequence Init
On create: status Cold, Touch 0→1, makes the Touch 1 LinkedIn task.
Record triggered
🟦 Flow 2 · Cadence Scheduler
Daily 7 AM CT. Advances touches, gates auto send on email verification, drafts every task.
Scheduled
🟦 Flow 3 · Reply Handler
Routes replies: Positive→Engaged, Not Interested→Deferred, Opt Out→Excluded.
Record triggered
🟦 Flow 4 · Warming + 🟦 Flow 5 · Opens
Opens and LinkedIn connects mark warming and unlock the conditional Touch 9 call.
Record triggered
The 13 touch cadence · 77 days · 3 stages
Stage 1 · Initial outreach
Stage 2 · Value & credibility
Stage 3 · Direct ask
LinkedIn Email PhoneVerified emails auto send. Everything else is a ready to work task for Dylan.
5Engage & close · human in the loop
Every touch is a ready to work task. Dylan sends, calls, and qualifies. Ian supplies value and estimates.
👤
Dylan works the daily task list, sends LinkedIn and calls, and handles replies. Ian supplies the value add touches, estimates, and qualifies. A positive reply pauses the sequence and becomes the handoff.
👤 Dylan's task list→✓ Opportunity · Qualify stageWhere this system ends and selling begins.
📞Call Task Engine · the phone-first loop
A self-refilling loop that keeps Dylan's phone queue full for the onboarded accounts. Updated this week to a phone-first strategy.
Efficient
📞 Queue Restocking Agent
Verifies decision makers at onboarded accounts, keeps the queue full.
Drops ready to dial call tasks into Salesforce every weekday.
Weekdays 5 AM
→👤 Dylan & cold callers↺
Turned up to 30 tasks per day new
Dylan asked to scale from 10 to 30 ready-to-dial tasks per weekday. That is a task-count change on the Task Dropper, with queue depth watched across the 16 onboarded accounts so no company is over touched.
New 2-week lapsed dial campaign new
A phone-first layer added Jul 8. Targets contacts with no activity in 2+ weeks, excludes wind-related job titles, and aims for 60 dials per day. Calls now take priority over email outreach.
∞Always on · hygiene & reporting
Background agents keep the data clean and the numbers flowing to leadership. This is what keeps the flywheel spinning.
Efficient
🧹 sf Weekly Maintenance
Phone backfill, stale task audit, sequence health, coverage.
Weekly
Efficient
🔧 Salesforce Maintenance
On demand cleanup: field gaps, duplicates, sequence data.
As needed
Efficient
🚫 Exclude Existing Contacts
Tags legacy contacts so they never enter the sequence.
As needed
Efficient
📊 Sales Pipeline Reporting
Compiles and emails the weekly pipeline report to leadership.