AI • OUTBOUND • GTM
Turn a Cold Company List IntoAI-Scored, Personalized Outbound
Outbound Intelligence Engine sources, enriches, scores and personalizes outreach across email, LinkedIn and phone using AI and workflow automation — then gates every send behind a human review, by design. Built as a working system, not a demo.
Outbound Intelligence Workflow
9
Tools Connected
3
Outreach Channels
3
AI Assets per Lead
100%
Human-Gated Sending
The Problem
A raw list of companies is not a pipeline. Manual list-building gives you names with zero context — no fit signal, no sense of who deserves a rep's time, and no personalization beyond a mail-merged first name.
- No fit scoring
- Personalization doesn't scale
- Signals live in five different tabs
- One channel, one message, no nuance
The Solution
Outbound Intelligence Engine treats every lead as a decision, not a row. Each company is enriched, scored against a weighted ICP model, researched for a live signal, and turned into three distinct, channel-appropriate messages — before a single email goes out.
- Weighted ICP scoring
- Live signal research via Claygent
- Three tailored messages per lead
- Tier-gated, human-approved sending
SYSTEM ARCHITECTURE
A Signal-to-Send Outbound Pipeline
Every lead moves through the same disciplined path — sourced, enriched, scored, personalized and routed — before it ever reaches an inbox.
Source List
Apollo.ioConsolidate
Google SheetsEnrich
ClayScore
Weighted ICP modelPersonalize
Claygent + AIOrchestrate
n8n, self-hostedCreate Record
NotionSend Email
GmailQueue Manually
LinkedIn + callTier Gate
Hot onlySync & Visualize
Zapier → Looker StudioSCORING ENGINE
Every Lead is Scored Before a Human Sees It
A weighted model checks firmographic fit, persona fit and buying signals — then Claygent researches one live, specific detail worth mentioning before AI drafts the outreach.
Executive Summary
Strong firmographic and persona fit — decision-maker title, right company size, and an existing sales-engagement stack signal active outbound investment. Recent SDR hiring indicates budget and urgency behind this hire.
Recommended Actions
- Reference the SDR hiring push in the opener
- Lead with the tooling gap, not a hard pitch
- Route to Hot-tier automatic send
- Queue a matching LinkedIn touch for manual review
TECHNOLOGY STACK
Built on a Free-Tier, Self-Hosted Stack
Every tool was chosen to prove real GTM-ops fluency within genuine free-tier constraints — not to pad a list with logos.
Apollo.io
SourcingBuilds the initial ICP-fit target list.
Clay
Enrichment & ScoringRuns the enrichment waterfall, ICP formula and AI personalization.
n8n
OrchestrationSelf-hosted on a personal server; routes every lead end to end.
Notion
CRMSystem of record, plus the manual LinkedIn/call work queue.
Gmail
Automated SendingSends Hot-tier email via OAuth, gated behind the tier check.
Zapier
Data BridgeSyncs new CRM records into the analytics data layer.
Google Sheets
Data LayerLightweight store that feeds the live dashboard.
Looker Studio
AnalyticsLive tier distribution, score leaderboard and pipeline status.
BUSINESS IMPACT
Built to Scale Beyond a Pilot List
The current build automates scoring, personalization and tier-gated sending end to end. The architecture is intentionally modular, so new signals and channels can be added without a redesign.
What it does today
- ✓ Sources and enriches target companies via Clay
- ✓ Weighted ICP scoring across firmographic, persona and signal fit
- ✓ AI-personalized email, LinkedIn and call content per lead
- ✓ Self-hosted n8n orchestration with tier-based routing
- ✓ Automated Gmail sending gated to Hot-tier leads only
- ✓ Notion CRM with a manual LinkedIn/call review queue
- ✓ Live Looker Studio pipeline dashboard
Planned Enhancements
- Reply and meeting-outcome tracking feeding back into scoring
- Multi-touch sequencing (day 3, day 7 follow-ups)
- Native job-posting and funding signal enrichment in Clay
- CRM-native LinkedIn and call activity logging
- A/B testing across personalization prompts
PROJECT SUMMARY
More Than a Script — A Working GTM System
GTM teams don't need more disconnected tools. They need systems that qualify, personalize and route outreach before a rep ever opens a spreadsheet.
This project combines sourcing, enrichment, AI personalization, workflow orchestration and analytics into a single outbound pipeline — built on free-tier and self-hosted infrastructure to prove the underlying fluency, not just the concept.
Beyond demonstrating automation skills, it reflects how I approach GTM operations: designing systems that reduce manual work while respecting platform limits, data quality and the judgment calls that matter — like keeping every send behind a human, by design.