AI Outreach Platform

Girard's AI Outreach Platform is a complete sales engagement solution that rivals Apollo, Outreach.io, and Salesloft. Automate prospecting, run multi-channel sequences, and let AI handle the repetitive work while you focus on closing deals.

Overview

The Outreach Platform provides:

• AI SDR Agent - Autonomous lead scoring and qualification
• Multi-Channel Sequences - Email, LinkedIn, SMS, calls, and voicemail drops
• A/B Testing - Statistical testing with automatic winner selection
• Deliverability Tools - Email warmup, SPF/DKIM/DMARC monitoring
• Intent Data - Bombora and G2 intent signals
• CRM Sync - Bidirectional sync with Salesforce, HubSpot, Pipedrive

Getting Started

Navigate to Outreach

Access the outreach platform from the dashboard sidebar:

• Outreach Dashboard - /outreach
• Sequences - /outreach/sequences
• Contacts - /outreach/contacts
• Email Accounts - /outreach/email-accounts
• Deliverability - /outreach/deliverability

AI SDR Agent

The AI SDR Agent automates prospecting and qualification:

Lead Scoring

Automatic lead scoring based on:

• Company fit (size, industry, location)
• Engagement signals (email opens, link clicks, replies)
• Intent data (Bombora surge, G2 visits)
• Website behavior (page views, time on site)

lead_score:
  fit_score: 85      # ICP match
  engagement: 72     # Interaction history
  intent: 90         # Buying signals
  behavior: 65       # Website activity
  total: 78          # Weighted average

Reply Analysis

AI analyzes every reply to:

• Classify sentiment (positive, negative, neutral)
• Detect objections and concerns
• Identify buying signals
• Suggest next best action
• Auto-categorize (interested, not now, unsubscribe, OOO)

Meeting Booking

Autonomous meeting scheduling:

• Parse availability from replies
• Propose calendar times
• Handle rescheduling
• Send confirmations and reminders
• Add to CRM automatically

Multi-Channel Sequences

Sequence Builder

Create sophisticated outreach sequences:

1. Navigate to Outreach > Sequences
2. Click New Sequence
3. Add steps with the visual builder
4. Configure timing and conditions
5. Assign contacts and launch

Step Types

Step Type	Description	Example
Email	Personalized email	Cold outreach, follow-ups
LinkedIn View	View prospect profile	Warm up before connect
LinkedIn Connect	Send connection request	With personalized note
LinkedIn Message	Send InMail or DM	After connection accepted
SMS	Text message	Quick follow-up
Call	Phone task	Live conversation
Voicemail Drop	Pre-recorded voicemail	Consistent messaging
WhatsApp	WhatsApp message	International prospects
Telegram	Telegram message	Tech-savvy prospects

Example Sequence

name: "Enterprise Outreach"
steps:
  - day: 0
    type: linkedin_view
    description: "View profile to create notification"

  - day: 1
    type: email
    subject: "{{firstName}}, quick question about {{company}}"
    body: |
      Hi {{firstName}},

      I noticed {{company}} is {{trigger_event}}.
      Companies in {{industry}} typically see...

  - day: 2
    type: linkedin_connect
    note: "Hi {{firstName}}, saw your work at {{company}}..."

  - day: 4
    type: email
    subject: "Re: {{firstName}}, quick question about {{company}}"
    body: "Following up on my previous email..."

  - day: 5
    condition: "linkedin_connected"
    type: linkedin_message
    message: "Thanks for connecting! I wanted to share..."

  - day: 7
    type: call
    script: "Enterprise call script v2"

  - day: 10
    type: email
    subject: "Final thought for {{company}}"
    body: "Last attempt - break-up email..."

Personalization Variables

Use dynamic variables throughout your sequences:

Variable	Description	Example
{{firstName}}	Contact first name	"Sarah"
{{lastName}}	Contact last name	"Chen"
{{company}}	Company name	"TechCorp"
{{title}}	Job title	"VP of Sales"
{{industry}}	Company industry	"SaaS"
{{location}}	Contact location	"San Francisco"
{{trigger_event}}	Why reaching out	"just raised Series B"
{{mutual_connection}}	Shared LinkedIn connection	"John Smith"
{{recent_post}}	Their recent content	"your article on AI"

AI Personalization

Enable AI-powered personalization:

personalization:
  enabled: true
  model: "claude-3-sonnet"
  instructions: |
    Research the prospect and personalize the opening line.
    Reference their recent LinkedIn activity or company news.
    Keep it natural and conversational.

A/B Testing

Creating Tests

Test different approaches scientifically:

1. Navigate to Outreach > A/B Testing
2. Click New Test
3. Select what to test:
   • Subject lines
   • Email body
   • Send times
   • Sequence steps
4. Define variants (up to 4)
5. Set sample size and confidence level
6. Launch test

Test Types

Test Type	Description	Metrics
Subject Line	Compare email subjects	Open rate
Body Copy	Compare email content	Reply rate
CTA	Compare calls to action	Click rate
Send Time	Compare delivery times	Open rate
Sequence	Compare entire sequences	Meeting rate

Statistical Significance

Tests run until statistical significance:

test_results:
  variant_a:
    name: "Short Subject"
    sent: 500
    opens: 150
    open_rate: 30%
  variant_b:
    name: "Long Subject"
    sent: 500
    opens: 175
    open_rate: 35%
  winner: "variant_b"
  confidence: 95%
  status: "complete"

Contact Management

Importing Contacts

Import contacts from multiple sources:

• CSV Upload - Bulk import with field mapping
• CRM Sync - Automatic sync from Salesforce/HubSpot
• API - Programmatic import
• Scraping - Lead generation from web sources
• LinkedIn - Sales Navigator export

Contact Lists

Organize contacts into lists:

Static Lists:

• Manually curated contacts
• Fixed membership
• Good for specific campaigns

Dynamic Lists:

• Rule-based membership
• Auto-update as data changes
• Filter by any field

Example dynamic list:

list:
  name: "Enterprise Prospects"
  type: dynamic
  rules:
    - field: "company.employees"
      operator: ">"
      value: 500
    - field: "company.industry"
      operator: "in"
      value: ["SaaS", "FinTech"]
    - field: "title"
      operator: "contains"
      value: ["VP", "Director", "Head of"]

Enrichment

Automatic contact enrichment:

• Clearbit - Company data, social profiles
• ZoomInfo - Contact data, org charts
• Apollo - Email verification, phone numbers
• LinkedIn - Profile data, connections

Email Infrastructure

Email Accounts

Connect and manage email accounts:

1. Navigate to Outreach > Email Accounts
2. Click Add Account
3. Choose connection method:
   • OAuth - Gmail, Outlook (recommended)
   • SMTP/IMAP - Custom email servers
4. Configure sending settings

Warmup

Automatic email warmup to improve deliverability:

• Gradual volume increase
• Realistic reply patterns
• Domain reputation building
• Warmup progress tracking

warmup:
  account: "sales@company.com"
  status: "active"
  daily_volume: 25
  target_volume: 100
  progress: 65%
  reputation_score: 85

Deliverability Dashboard

Monitor email health:

• SPF Status - DNS configuration
• DKIM Status - Signature setup
• DMARC Status - Policy enforcement
• Blacklist Check - IP reputation
• Inbox Placement - Delivery rates

Analytics & Reporting

Sequence Analytics

Track sequence performance:

Metric	Description
Open Rate	% of emails opened
Reply Rate	% of emails replied
Click Rate	% of links clicked
Meeting Rate	% converted to meetings
Bounce Rate	% of failed deliveries
Unsubscribe Rate	% of opt-outs

Rep Performance

Track team performance:

• Emails sent per rep
• Reply rates by rep
• Meetings booked
• Pipeline generated
• Revenue attributed

Funnel Analysis

Visualize the outreach funnel:

Contacts Added:     1,000
Sequences Started:    800 (80%)
Emails Delivered:     780 (98%)
Emails Opened:        234 (30%)
Emails Replied:        47 (6%)
Meetings Booked:       12 (26% of replies)
Opportunities:          8 (67% of meetings)

Best Practices

Email Best Practices

1. Personalization - Always personalize the first line
2. Subject Lines - Keep under 50 characters
3. Length - 50-125 words optimal
4. CTA - One clear call to action
5. Mobile - Test on mobile devices
6. Timing - Send Tuesday-Thursday, 9-11am

Sequence Best Practices

1. Spacing - 2-3 days between touches
2. Channels - Mix email and LinkedIn
3. Steps - 5-7 steps optimal
4. Follow-up - 80% of deals close after 5+ touches
5. Exit Criteria - Clear rules for sequence completion

Compliance

Maintain compliance with:

• CAN-SPAM - Unsubscribe in every email
• GDPR - Consent and data handling
• CCPA - California privacy rights
• CASL - Canadian anti-spam law

API Reference

Sequence Execution

# Start sequence for contact
POST /api/v1/outreach/sequences/{id}/enroll
{
  "contactId": "con_123",
  "variables": {
    "trigger_event": "just raised Series B"
  }
}

# Pause sequence
POST /api/v1/outreach/sequences/{id}/pause
{
  "contactId": "con_123"
}

# Skip step
POST /api/v1/outreach/sequences/{id}/skip
{
  "contactId": "con_123",
  "stepId": "step_3"
}

Contact Management

# Create contact
POST /api/v1/outreach/contacts
{
  "email": "sarah@company.com",
  "firstName": "Sarah",
  "lastName": "Chen",
  "company": "TechCorp",
  "title": "VP of Sales"
}

# Enrich contact
POST /api/v1/outreach/contacts/{id}/enrich
{
  "providers": ["clearbit", "zoominfo"]
}

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