Automated B2B lead management and AI outreach
This workflow is a comprehensive, production-grade automation for B2B lead management and multichannel outreach, designed for Sales Development Representatives (SDRs), growth teams, and sales operations. It covers the...
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This workflow is a comprehensive, production-grade automation for B2B lead management and multichannel outreach, designed for Sales Development Representatives (SDRs), growth teams, and sales operations. It covers the entire SDR pipeline: from lead ingestion and validation, through enrichment, scoring, AI-powered outreach, reply handling, analytics, and reporting.
Key Features: - Lead validation (email, suppression, geo/GDPR) - Multi-source data enrichment - Lead scoring and tiering (HIGH/MEDIUM/LOW) - AI-generated personalized cold emails (with A/B subject testing) - Multichannel outreach (Email, LinkedIn, WhatsApp) with rate limiting and compliance - AI-based reply simulation and intent classification - Automated routing (qualification, follow-up, manual review) - Full event logging to database - Aggregated analytics and daily reporting - Human-readable AI summary and Slack notifications
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What This Workflow Does
1. Lead Ingestion & Validation - Loads leads from a source (test data, CRM, webhook, etc.) - Validates email format and checks against suppression lists (blocked domains/emails) - Applies geo and GDPR compliance logic (blocks/flags leads from restricted countries)
2. Data Enrichment - Enriches each lead via one or more external APIs (company info, tech stack, revenue, etc.) - Handles enrichment failures gracefully and logs them for analytics
3. Lead Scoring & Segmentation - Scores leads based on industry, country, company size, revenue, and pain points - Segments leads into HIGH, MEDIUM, or LOW tiers for tailored outreach
4. AI-Powered Outreach Generation - Uses OpenAI (or compatible LLM) to generate personalized cold email content - Creates A/B tested subject lines for each email - Generates LinkedIn and WhatsApp message variants for multichannel outreach