Boosted sales outreach with AI workflow: How I did it

Your outbound playbook isn’t broken. It’s trapped in messy CRMs. AI agents can unlock it. Most teams have the right strategy—but their best data is locked away. The uncomfortable truth: Even world-class GTM plans fall flat if outreach is generic and disconnected. Here’s how I solved this: I built the AI Agent Playbook—a framework for designing, testing, and scaling multi-functional agents inside Clay workflows. These agents do more than automate: → Research fresh leads, surfacing unique data points competitors miss → Personalise outreach at scale, using context from job changes, funding, and psychographics → Activate pipeline with ultra-targeted messaging, not just “first name” mail merges The result? Teams move from “spray and pray” to systematic, context-rich outbound. (Seen it firsthand. Verkada, Rippling, and others are already running this way.) What makes the Playbook different: – It’s not just automation. – It’s a repeatable system for building semi-autonomous revenue engines. – It unlocks both scale and effectiveness—without drowning in CRM chaos. Here’s the difference: ✅ Predictable growth ✅ Outreach that actually lands ✅ Revenue teams focused on value, not manual busywork Want to see the Playbook in action? Curious how AI agents can transform your GTM pipeline? Drop your thoughts below or DM me for a deeper dive into the full framework. How are you unlocking outbound potential with AI agents? 🚀 #GTM #AI #Clay #SalesEngineering #Outbound #RevenueEngineering

◈ I burned through $18K+ testing 40+ AI sales tools. Most were hype. Some were broken. But the right 16 tools scaled us to $40K MRR Here’s the stack that actually delivered: AI Agents → Relevance AI.AI (Agent Builder) → Instantly.ai (Reply Agent) Sales Engagement → lemlist (Multi-channel) → Instantly.ai (Cold Email) → Valley (LinkedIn AI SDR) → Outreach Playbook Talks (LinkedIn Outreach) Data Enrichment → Clay → Prospeo.io Data Sourcing → Exa → Apollo io → Ocean.io → LinkedIn Sales Navigator Data Scraping → Apify → Firecrawl Intent Signals → Clay → Common Room Visitor Identification → Vector 👻 Workflows → Clay (GTM Workflows) → n8n (General Automations) → Default (Inbound Workflows) MCPs → Claude Sales Assistants → Attention → Momentum Worldwide.io Messaging → Twain → Octave CRM → Attio → HubSpot.com → Breakcold ➡️ I’m still experimenting—what’s your #1 sales tool right now? ✅ Comment it Below. Also, Repost this and I will send you the Best GTM Strategy Playbook.

I just finished creating a GTM workflow guide that shows exactly how teams are saving $500K+ annually with Zapier AI Agents. Want access? Here's what's inside: • Teams saving 500+ hours/year • 15-30% conversion improvements • 28% ticket deflection rates • Real company data (not projections) But the game-changer? Step-by-step tutorials. Like this 8-step process to build your first AI agent: 1. Create agent in Zapier 2. Define its purpose 3. Give it tools 4. Test the workflow 5. Connect to your apps 6. Set triggers 7. Monitor performance 8. Scale what works Real workflows I documented: RevOps Automation: Lead hits website  → AI enriches data  → Scores intent  → Routes to right rep  → Books meeting  → Updates forecast Result: Company processes 20% more deals with same team SDR Force Multiplier: New lead  → AI researches company  → Finds decision makers  → Crafts personalized outreach  → Tracks engagement  → Alerts for hot leads Result: 40% time savings on qualification Customer Success at Scale: Support ticket  → AI categorizes  → Checks knowledge base  → Drafts response  → Human approves  → Customer happy Result: Vendasta saves $1M+ annually The guide includes: ✓ Workflow diagrams you can copy ✓ ROI calculators for each department ✓ 8-week implementation roadmap ✓ Integration blueprints ✓ Success metrics dashboard Comment "ZAPIER" to get the complete GTM Workflows Guide. Or you can get it here: https://lnkd.in/ggKth-6t Lets stop focusing on if AI will replace your team and focus more on multiplying their impact. Your competitors are still doing this manually. That's your opportunity. #GTM #AI #Revenue #zapier

The outbound world is at a crossroads.   For years, companies relied on the churn-and-burn SDR model: junior employees grinding through lists in legacy systems, long ramp ups, high attrition, and generic outreach that never breaks through.   Now, the AI SDR fad promises to eliminate human sellers altogether. But here's what they're missing: empathy, creativity, and nuanced judgment can't be automated away.   But at Unify, we believe a better future is possible.   We believe the future belongs to AI-empowered sellers (top performers who combine human judgment with AI efficiency).   Unify for Sales Reps lets these sellers focus on high-value accounts while AI handles the repetitive work.   Our latest capabilities prove it:   👩🔬 Custom AI research prompts Powered by GPT-5 through our in-house Observation Model surface account insights like tech stack, funding, earnings.   🧑🏽💻 Intelligent reply handling Uses our AI Observation Model to classify replies and send real-time Slack alerts for positive responses. You can dynamically adapt responses to the context of each conversation with custom AI snippets and data variables.   🦾 One-off play enrollment Lets reps add a specific company or person directly into a Play from Unify or the browser extension, unlocking the full power of Plays without changing triggers or uploading CSVs.   📋 Bulk task management Enables reps to complete, skip, or reassign open tasks in batches, saving time and keeping focus on high-value work.   And because all these capabilities live under the same roof, you don't get tool whiplash.   Spellbook already generated $2.59M in pipeline and closed $250K directly attributed to Unify. And email open rates jumped from <25% to 70-80%.   The market needs AI-empowered sellers who bring empathy and judgment to every interaction while AI handles the busywork.   And we're building the tools to make it happen. You can see for yourself at the link in the comments!

🚀 Big day at Unify! We just announced a massive update to Unify for Sales Reps: the only outbound solution built specifically for AI-empowered sellers. What’s new today: 🕵️♂️ Custom AI Research Prompts – richer context for personalization 🧠 Intelligent Reply Handling – Slack alerts + AI snippets for faster follow-up ✅ Bulk Task Management – complete, skip, or reassign tasks in batches 👤 One-off Play Enrollments – add accounts to campaigns without CSVs These updates move us further away from churn-and-burn BDR models and AI-SDR fads — and toward a model where human touch meets AI efficiency. We're already seeing amazing results too! In just 7 months on Unify (and 2.5 months on Sales Reps), Spellbook generated $2.59M in pipeline and $250K in direct revenue. Proof that AI + human sellers is the future of outbound. If you’re curious how Unify can transform outbound, check out the launch post in comments or DM me!

💡 3 AI Automations That Instantly Save Time & Boost Conversions In the past months I’ve been testing different AI automation flows for marketing & sales teams. Here are 3 that always deliver results: 1️⃣ Lead Qualification Bot Instead of wasting hours on unqualified leads, an AI bot pre-qualifies them with 3–4 smart questions and only pushes the right ones to sales. 👉 Result: up to 40% faster pipeline. 2️⃣ LinkedIn Outreach Flow Short, AI-personalized openers (<40 words) generate higher reply rates than long “story” messages. 👉 Result: ~30% more responses, less time wasted. 3️⃣ E-commerce Customer Care Automation AI agents answer 70% of repetitive customer questions instantly and free up human agents for complex cases. 👉 Result: lower costs + happier customers. 🔑 People often think “automation = complexity.” In reality, it’s about removing friction and letting humans focus on the highest-value tasks. 👉 Which of these 3 do you see as most valuable for your business: lead qualification, outreach, or customer care? #AI #Automation #LinkedInOutreach #LetsGetThisAutomated

Why 90% of AI Implementations Fail to Generate ROI  (And How to Be in the 10% That Succeeds) After analyzing hundreds of AI automation projects across different businesses, I discovered a pattern that separates $2,000 implementations from $20,000+ transformations. The difference? It's not about the technology – it's about WHERE you apply it. 📌 The Revenue Distance Problem Most businesses start their AI journey by automating back-office tasks: document processing, scheduling, internal workflows. While these save time, they're missing the biggest opportunity. Systems that directly touch revenue generation deliver 3.5x higher ROI than pure efficiency plays. Here's why: ✅ Revenue-touching AI = Unlimited upside potential ❌ Cost-saving AI = Limited to 100% of current costs Three principles I've seen work consistently: 1️⃣ Start where money flows – Lead generation and sales conversion automation deliver immediate, measurable impact 2️⃣ Think subscription, not transaction – A $2,500/month automation service beats a $10,000 one-time project every time 3️⃣ Perfect is the enemy of profitable – Companies that launch imperfect MVPs in 30 days outperform those spending months on "perfect" solutions by 5x The math is simple: When AI helps you close one extra deal per month, the ROI calculation becomes obvious. When it saves 10 hours of admin work, the value proposition gets murky. 💡 Action step for this week: Audit your current AI initiatives. Are they reducing costs or generating revenue? The answer might explain your ROI challenges. What's your experience with AI implementations? Where have you seen the biggest wins? #AIAutomation #BusinessGrowth #DigitalTransformation #ProductManagement #ROI

Working longer hours won’t grow you. Free 3 hours daily with AI and increase revenue by 30%: I used to waste time on admin. Manual follow-ups. Repetitive emails. CRM updates. It drained focus from client work. Growth stalled. So I automated: • AI wrote personalized emails • AI logged CRM activity • AI handled meeting follow-ups • AI drafted reports from call notes Result: 3 hours saved every day. 30% more revenue in one quarter. More client time. More new deals. Why this works: • AI handles repetitive tasks with zero context switching • You focus on sales and delivery • Speed compounds into more revenue opportunities What to avoid: • Automating broken processes • Ignoring quality checks • Using AI without clear goals Simple start today: • List your 5 most repetitive tasks • Choose one AI tool to replace them • Run it daily for 2 weeks • Measure hours saved and revenue impact You don’t grow by working more. You grow by working on what matters. You’ve seen what’s possible. Now it’s your turn. DM me “AI” and we’ll set up a call to get you started.

🤖 How AI Turned My Sales Process Into a Predictable Lead-Gen Machine Let’s be honest: cold outreach used to feel like rolling dice. Some weeks were great, others were… frustrating. But then I started integrating AI tools into my sales workflow and everything changed. Here’s how AI is reshaping the way I generate and qualify leads. 1️⃣ Smarter Prospecting – Tools like Apollo.io + AI filters help me predict which leads are most likely to convert before I even reach out. 2️⃣ Personalization at Scale – Instead of generic templates, AI drafts hyper-relevant first-touch messages based on a prospect’s role, company updates, or industry news. 3️⃣ Data Enrichment in Seconds – What used to take hours of manual research (company size, tech stack, decision-makers) is now automated. 4️⃣ Predictive Analytics – AI dashboards forecast which deals are at risk of stalling, so I can prioritize the right accounts. 5️⃣ Follow-Up Automation – Chatbots + sequencing tools keep conversations alive while I focus on high-value interactions. The Impact: 📈 Consistently hitting 20+ meetings/month. 📉 Reduced time spent on manual research by 60%. 📈 Higher response rates (because prospects feel seen, not spammed). Takeaway: AI isn’t replacing salespeople it’s making us more human by freeing up time for actual conversations. The reps who master AI-assisted selling today will lead tomorrow. #AISales #LeadGeneration #SalesTech #B2BMarketing #PredictiveAnalytics #OutboundSales #SalesLeadership #AIinBusiness #SaaSMarketing #FutureOfSales

🚀 From Generic Emails to AI-Powered Personalization — All with n8n Trade shows are exciting… until you get back with hundreds of leads and realize: 👉 You either send a generic follow-up to everyone 👉 Or spend weeks writing emails one by one For a client, I tried something different. With n8n, the open-source automation tool that’s been hyped all year, I built a single workflow that: ✅ Reads all product brochures with OCR and stores them in a vector database ✅ Pulls leads from HubSpot and extracts extra info from their websites ✅ Uses AI (RAG + LLMs) to generate personalized email drafts for each lead Instead of “Dear {First Name}, here’s our catalog”… …each email now references the company’s own claims, USPs, and relevant products from the trade show. The result: scalable, authentic personalization that feels human — but is powered by automation. And yes, it runs on a self-hosted n8n instance — no data leaks, full control. More details on how it was done: https://lnkd.in/dnRdqRys 💡 Curious how AI + automation can transform your sales follow-up? Let’s talk.