Skip to content

Processes/growth — marketing, subscriptions, and retentiongrowth

Outbound sales sequences — growth processOutbound sales sequences

moderatepartially automatable🔁 weekly⏳ has async waits

Stand up outbound: build the target list in the CRM, draft and launch the sequence, monitor replies, book meetings, and qualify on the call.

List building, sequencing, and scheduling run through CRM APIs behind a human send approval. Call qualification stays human.

Current agent ceiling

An agent can run 5 of 6 steps 1 of them behind a human approval gate ⏸

⚡ Closable with today’s market (1 — via Voice Agent Platforms): Qualify on the call (a voice agent can place the call and hold on the line)

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

01Build the target list

agent
1 API call
  • POST /crm/v3/objects/contacts

02Draft the sequence copy

agent

or:Salesforce Sales Cloud logoSalesforce Sales Cloud61·Twenty logoTwenty49

03Set up and launch the sequence

agent
HubSpot logoHubSpot45⏸ approval gatemedium risk

04Send and monitor replies

agent
HubSpot logoHubSpot45⏳ async

or:Salesforce Sales Cloud logoSalesforce Sales Cloud61·Twenty logoTwenty49

05Book meetings with responders

agent

or:Cal.com logoCal.com60·SavvyCal logoSavvyCal26

06Qualify on the call

human

⚡ agentic workaround: a voice agent can place the call and hold on the line Retell AI, top of Voice Agent Platforms

Context the agent needs first: ideal customer profile (from the founder)

The market options

Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.

CRM10 steps

Simulate this process

simulated dry run from the mapped process — no real calls are made
For agents Process manifest (JSON)·/llms.txt