Outbound agents that work every day, without burning lists.

Problem → Outcome

Problem: manual outbound is slow, inconsistent and doesn't scale. Generic templates burn lists and violate compliance rules.

Outcome: outbound agents that send 50–1,000 personalised, compliant messages per day, pull from your CRM and sync replies back.

Targets:

  • Send 50–1,000 personalised outbound messages per day per agent.
  • Maintain compliance with Australian Spam Act and consent frameworks.
  • Sync all replies, outcomes and opt-outs back to CRM in real-time.
Outreach agent workflow
Three-step implementation

How it works (3 steps)

1

Define ICP, offer and consent rules – map ideal customer profile, value proposition, messaging and compliance requirements.

2

Connect data and channels – integrate CRM, email infrastructure and personalisation data sources.

3

Launch controlled volumes then scale – start with low daily volumes, monitor deliverability and response, then increase.

Technical prerequisites

  • Email infrastructure with sending capacity (e.g. SendGrid, AWS SES or similar).
  • CRM or lead database with API access for contact data and outcome syncing.
  • Consent policies and opt-out handling aligned with Australian Spam Act.
  • Product or service data for personalisation (features, pricing, case studies).
Technical prerequisites
Service level agreement

SLA

  • Volume caps – respect daily sending limits and ramp schedules to maintain deliverability.
  • Deliverability monitoring – track bounce rates, spam complaints and adjust sending patterns.
  • Incident response – initial response to P1 incidents (sending failures, compliance issues) within 2 business hours.

Implementation timeline

  • Week 1 – ICP workshop, messaging development, compliance review.
  • Week 2 – email and CRM integration, agent configuration, testing.
  • Week 3 – pilot launch with 50-100 sends per day, deliverability validation.
  • Week 4+ – scale to target volume, refine messaging based on response data.
Implementation timeline
Deliverables

What you get

  • Configured outbound agents with sequences, personalisation and compliance rules.
  • CRM and email infrastructure integration with outcome syncing.
  • Governance playbook covering consent, opt-outs and escalation.
  • Dashboards tracking volume, deliverability, responses and pipeline contribution.
  • Optional ongoing monitoring, A/B testing and list management.

FAQs

How do you ensure consent compliance?

We design sequences with clear opt-out mechanisms, honour consent records in your CRM and follow Australian Spam Act requirements for commercial electronic messages.

Can we use our existing sequences?

Yes. We can adapt and enhance existing sequences with personalisation and automation, or build new ones from scratch.

Which channels do outreach agents support?

Email by default. LinkedIn messaging and other channels subject to platform policies and integration availability.

Who owns the contact data?

You do. All contact data, outcomes and engagement history remain in your CRM. We access only what's needed to run agents.