How we built an AI-powered research and outreach engine that eliminated the impossible tradeoff between volume and personalization.
The company's sales lead was managing outbound outreach for a B2B technology company. The critical workflow was breaking down under the weight of manual processes.
Each prospect required individual research (LinkedIn profiles, company news, web presence, role-specific context) before writing a single personalized message. At 15-30 minutes of research per prospect, the team was capped at roughly 50 personalized outreach messages per week. That volume wasn't enough to fill the pipeline. Increasing volume meant sacrificing personalization, which killed response rates. Lose-lose.
Each prospect receives an AI-powered deep research profile with primary interests, pain points, expertise areas, and recommended personalization hooks.
An automated pipeline that eliminates the per-prospect research bottleneck. Instead of spending 15 to 30 minutes manually scanning each prospect, the engine runs AI-powered deep research using web search, then outputs a structured intelligence profile with recommended outreach angles, sender-prospect alignment analysis, and pain point mapping in seconds.
Each prospect gets a full AI-powered deep research pass using live web search. The system scans LinkedIn profiles, company websites, news sources, press releases, public records, and technology stack databases to build a comprehensive research summary automatically.
Identifies recent company events, leadership changes, funding rounds, hiring activity, regulatory deadlines, and other conversation-worthy triggers that create natural outreach openings.
Outputs structured intelligence profiles with research summaries, primary interests, identified pain points, and recommended outreach angles. Each profile tells you exactly what to reference in your outreach and why it matters to that specific person.
The system analyzes both the sender's background and the prospect's profile to surface shared interests, overlapping expertise, and common ground. This alignment data feeds directly into message generation so every email opens with a genuine connection point.
Each prospect is scored against a configurable Ideal Customer Profile covering company size, industry fit, decision-maker authority, and urgency signals. Low-fit prospects are filtered before you spend time on them.
For every enriched prospect, the AI generates specific, numbered outreach angles based on their actual situation. Not generic templates. Each angle references real data points about the prospect's company, role, recent activity, or industry challenges.
Takes the enriched prospect profiles and generates tailored outreach at scale. The system uses a multi-model AI architecture with dedicated models for research, transformation, email generation, and refinement. Each message references the prospect's actual work, company context, and industry challenges while maintaining a consistent brand voice.
Named, configurable email strategies tailored to specific verticals. Each strategy encodes industry language, regulatory context, and sector-specific hooks. Strategies are versioned and editable, so messaging evolves as the team learns what works.
The system maps each prospect's pain points against a configurable set of product value propositions using keyword-based relevance scoring. Messages automatically highlight the capabilities most relevant to each prospect's specific situation.
Full control over email tone, maximum word count, length enforcement, product mention frequency, and structural elements like opening compliments and closing questions. Every parameter is adjustable without touching code.
Generated emails can be refined through an AI-powered chat interface. Tell the system to adjust tone, add a specific reference, shorten the message, or rework the hook, and it regenerates while preserving the prospect-specific research context.
Generates email sequences, LinkedIn messages, and follow-up cadences from the same enriched prospect profile. One research pass feeds outreach across every channel.
Different AI models are assigned to different tasks based on their strengths. Web search models handle deep research. Fast models handle classification and transformation. Advanced reasoning models handle email generation. Each model is independently configurable.
Processes entire prospect lists via CSV import while maintaining individualized personalization for each contact. The system handles bulk enrichment and message generation without sacrificing quality on any individual lead.
A complete web-based management interface for lead tracking, company profile configuration, email strategy editing, value proposition management, pain point mapping, sender profile enrichment, and AI model selection. No engineering support required for day-to-day operation.
The lead management dashboard tracks every prospect through the enrichment pipeline with full status visibility and bulk operations.
| Metric | Before | After |
|---|---|---|
| Personalized outreach capacity | ~50/week | 250/hour |
| Personalization depth | Surface-level | Deep, prospect-specific |
| Research time per prospect | 15-30 minutes | Seconds (automated) |
| Outreach tracking | Manual Google Sheets | Automated pipeline |
The most telling result: The system's bottleneck shifted from "can't personalize fast enough" to "sending too fast for email infrastructure." The constraint is no longer human effort. It's the sending limits that protect domain reputation.
Let's talk about automating your sales pipeline without losing the personal touch.
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