an agency was doing outreach the hard way. finding leads, researching them, writing personalized emails, logging them in the crm, following up — all manual. the volume they could push was capped by the hours they had and follow-up was inconsistent.
the team already lived in slack so we built the whole system around it. a slack app lets the team kick off lead gen by filling out a form right inside slack. from there the backend takes over — scraping and sourcing leads, validation and deduplication, personalized outreach emails generated with claude, crm tagging, and sending. every step has a human-in-the-loop approval gate in slack. the team reviews and approves before anything goes out — without leaving the tool they already use.
they went from a bottlenecked manual process to a full start-to-finish pipeline with quality controls built in. they could track what was working, iterate on messaging, and improve over time without adding headcount.
- 5x increase in outbound volume without growing the team
- higher consistency in follow-up cadence and messaging
- full pipeline visibility with tracking and iteration built in