Prospecting & Outreach

Outreach Email Co-Pilot

Drafts a cold or warm outreach email to any CRM lead, grounded in real account context. One product, one proof point, one soft CTA, under 90 words. Ready to edit in about 6 minutes, with thin account records flagged in the draft.

Account ExecutiveSales Development Rep

≤90 words

Per outreach body, one product, one proof, one CTA

6 min

To a ready draft vs. 30 min manual

~50%

Relative lift in cold-outreach reply rate

One lead, end to end

One lead chosen. Draft is ready.

See the outreach co-pilot take Dana Cole from a picked lead to a 78-word draft ready to edit.

Draft OE-1147

Content-download lead · Mid-Market, TX

AI
6 min to a draft

Intake
Organize
Evaluate
Deliver

01 · Intake

Lead selected

Seller picked Dana Cole from the content-download list

New case

Packet open

Prospect: Dana Cole · Director of Operations
Organization: Tri-County Health · Mid-Market, TX
Request: Personalized outreach email · Seller name given for sign-off

Case packet · 3 sourcesComplete

Incoming

CRM leadsContent-download and inbound-website listReceived
Lead recordName, title, segment, state, statusReceived
Seller sign-offSeller name for the closing lineReceived

02 · Organize

Context gathered

Account lookup empty, lead data and web research used

Pulled together

Context set

Account lookup by full nameQueried 'Tri-County Health', no rows returned
Fallback to lead-level dataSegment, state and title carried forward
Web research on the companyRecent press on an EHR migration

Matched record

Lead: Dana Cole
Title: Director of Operations
Segment: Mid-Market · TX
Account record: Not found

03 · Evaluate

Persona and product chosen

Operations buyer persona, intake automation selected

Checks applied

One product picked

Persona matchDirector of Operations mapped to operations buyerPersona library
Product selectionIntake automation, for the staffing-pressure angleProduct library
Opening hookEHR migration press used as the openerWeb research

Deciding finding

Account context missing

No account rows for Tri-County Health, so the draft rests on lead-level data and flags the gap.

Personalization basis

Segment: Mid-Market
State: TX
Hook: EHR migration

04 · Deliver

Draft ready to edit

Shown in chat and written to a Markdown draft file

Draft ready

78-word draft, gap flagged

Opens on their EHR migration, pitches intake automation with one proof point and a soft CTA, and flags thin data.

Word count: 78 words
CTA: Soft
Account context: Not found, noted

Brand-voice check

Passed

Opened on them, not us

Next step

Seller edits

Then sends from email

Audit trail

Lead list retrieved10:02
Account lookup, no rowsLead-level fallback10:03
Persona and product mapped10:05
Markdown draft written78 words10:08

6 min to a ready draft vs. 30 min manual

Illustrative case · sample data

Use Case 1

Targeted Single-Lead Outreach

Trigger: Seller wants a personalized email to a specific CRM lead

1.Retrieve content-download and inbound-website leads and present the full list

2.Ask the seller to select one lead and provide their name for sign-off

3.Enrich with account context (segment, size, EHR environment)

4.Run web research on the company for a relevant opening hook

5.Map the prospect's title to a buyer persona and select one product

6.Draft a sub-90-word body with one proof point and one soft CTA

7.Present in chat and write a Markdown draft file for review

✓

Seller gets a personalized, brand-compliant outreach email grounded in real account context, ready to edit and send.

Use Case 2

Thin-Data Fallback

Trigger: Account record is missing or incomplete

1.Query accounts using the full organization name

2.Detect a no-result or sparse account record

3.Fall back to lead-level data and note the gap

4.Keep claims grounded in product and positioning data

5.Deliver the draft with the personalization limitation flagged

✓

Outreach still ships even with incomplete CRM data, without manufactured detail.

Integrations

CRM (Salesforce, HubSpot)

Email (Gmail, Outlook)

Web Research & News

Buyer Persona & Product Library

Account Enrichment Data

Brand Voice / Positioning Guidelines

Industries

all

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Help me write outreach to a lead from our content-download list.

Outreach Email Co-Pilot

I'll pull the content-download and inbound-website leads so you can choose one. Then I enrich the account, map the title to a persona, and pick one product for a draft under 90 words.

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Sample scenarios. Actions and outputs are illustrative.