Outbound agents Named practice

We build outbound agents around your policies.

We design and build custom outbound agents. Each one is written around your policies, your customer profile and your approved claims.

ACCOUNTLISTAGENTPOLICYCHECKAPPROVALSENDOUTBOUND ONLY

What you get

An outbound agent has eleven parts.

The drawing shows what an agent decides and where a person on your team stays in control.

The eleven parts in order: Buying signals, Account research, List building, Contact data, Personalization, Channels and timing, Sending health, Reply handling, Meeting booking, Record updates, Learning loop. A person approves first sends before the sending part. A stop switch sits on sending. Every action is recorded. Results feed the next review.

Controls

Three controls stay with your team.

  1. AGENTPREVIEWAPPROVESSEND

    01 Approval

    A person approves first sends.

    A person sees a preview and approves before the first message in any program goes out.

  2. ALL SENDS HALT

    02 Stop

    Any agent can be stopped at once.

    A named person on your team holds the stop switch.

  3. AGENTDATA READPOLICY DECISIONAPPROVER

    03 Record

    Each agent’s actions are recorded.

    The record holds the agent, the data it read, the policy decision and the approver.

Where it sits

Outbound depends on the first two steps.

  1. 01 Connect

    Account and contact data, sending identities and a suppression list.

  2. 02 Policies

    Who may be contacted, what may be claimed, sending caps and stop triggers.

  3. 03 Outbound agent

    We build the agent after those two steps.

  4. 04 Improve

    A person approves any change to targeting, claims or caps.

This page describes email outreach for companies selling in the United States. Your counsel reviews outreach compliance before any send.

Partners

A partner is on every call and in every build.

Amir Torabi, partner at The Partner Shop.
Amir TorabiPartner, San DiegoHe designs and builds custom outbound agents.
Nicholas Romaya, partner at The Partner Shop.
Nicholas RomayaPartner, Los AngelesHe started a SaaS partner program from nothing. It recruited 450+ partners and held 1,870+ partner conversations.

Meet the partners

Next step

Tell us which workflow you want rebuilt.

The first step is a call with a partner.

Book a call
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