02 / Outbound Sales Engine
Outbound that
earns the reply.
We find and verify your prospects, research each one and write messages around their business. Every batch is approved by a person before sending, with outreach and replies brought together in one managed system.
Configured for your business. Operated by Elevate AI.
Find the right people
Source, verify and research each prospect.
Personalise. Review. Reach out.
Human-approved messaging across email and/or LinkedIn.
Bring your team into the conversation
Track replies in your portal and connected HubSpot.
A repeatable approach to reaching new customers
Your team has a business to run.
We manage the outbound.
Good outreach starts before the first message. OSE connects prospect sourcing, individual research, tailored copy and human review with the day-to-day work of running your campaigns.
We recommend a configuration based on your audience, offer and sales capacity, then agree the channels, scope and responsibilities with you.
Your team approves the targeting and messaging playbook, brings the market knowledge and takes over interested conversations. We operate the engine, review campaign copy and keep you informed through your portal and connected HubSpot account.
How the engine works
From the right audience
to the next conversation.
- 01
Source
Approve a written brief covering roles, industries, regions and company sizes. We source to that brief or work with your list, verify email addresses and remove duplicates before outreach.
- 02
Research
Research each prospect individually: what their company does, the market it serves and how your offer could be relevant. That context stays with the prospect record.
- 03
Personalise
Use that research and your approved playbook to draft messages for each reader. Vary the angle, structure and style to find what starts useful conversations in your market.
- 04
Human approval
AI drafts. A person reviews and approves every batch before it can send. Proposed changes to your messaging also go through human approval before they take effect.
- 05
Outreach
Run email, LinkedIn or both from a shared prospect history. Sending volumes and regional schedules are managed carefully, with follow-up stopped when a reply is detected.
- 06
Learn
Review genuine reply patterns each week to understand which approaches work. Use those findings to propose improvements, refine messaging and plan appropriate follow-up.
Visibility built in
See what your
outbound is doing.
Genuine replies. Complete conversations.
A clear view of what happens next.
Your campaign leads
From first outreach to a reply.
| Company | Outreach stage | Last activity |
|---|---|---|
| Example ConsultingProfessional services | Replied | Today |
| Example ManufacturingManufacturing | Outreach in progress | Yesterday |
| Example LogisticsTransport | Up next | Yesterday |
3 example leads shown
Understand the responses
Read full conversations and filter interested responses. Out-of-office messages and automatic replies are separated from genuine reply counts.
See the patterns
Review activity by campaign and channel, when replies arrive and which industries respond. The portal refreshes hourly through the sending day.
Take the next step
Search leads, download replies as a CSV and record when a conversation becomes a booked meeting. Keep the outcome connected to the outreach that started it.
HubSpot integration
The conversation continues
in your CRM.
Connect your HubSpot account and prospect contacts, emails and LinkedIn messages sync into your CRM with their original activity timestamps. Your sales team can pick up the conversation with the history already there.
HubSpot integration is available now. We agree the connection and sync scope during setup, so the engine fits how your team manages opportunities.
Getting started
A clear brief. An approved plan.
- 01
Tell us about your business
Complete a guided online brief covering your offer, audience and tone of voice. We agree the channels, scope and who will respond to opportunities.
- 02
Approve your playbook
Review the targeting criteria and messaging approach before campaign copy is drafted. Your playbook guides the research, angles and language used for your business.
- 03
Launch and review
Prospects are sourced or imported, verified, researched and prepared for review. Sending ramps as accounts warm, with portal access and regular reviews as the campaign develops.
A straightforward commercial model
Set up once.
Manage consistently.
OSE has an initial configuration fee and an ongoing monthly service fee. Your proposal sets out the channels, scope and any agreed options.
OSE has a binding initial three-month engagement from the service commencement date in your signed proposal. It then continues on a rolling monthly basis. Cancellation requires 30 days’ written notice and cannot take effect before the initial term ends, except where the service agreement permits earlier termination.
Onboarding counts towards the initial term. Configuration and monthly fee payment dates are stated separately in your signed proposal.
We don’t price per meeting or promise a number of meetings or sales. Results depend on factors including your market, proposition, data and how your team follows up.
Understand the pricing approachRead the service termsA few useful answers
Before we talk.
A conversation is a good place to start
See the engine in action.
Walk through the process and portal with us. We’ll discuss your audience, show how the engine works and establish the right scope for your business.