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AI Outbound Automation

Connie

Automating outbound prospecting into a consistent, always-on webinar conversion flow.

Status: In DeliveryTimeline: OngoingRole: Product + Workflow DesignTeam: Marketing, Sales Ops, RevOps

Build an autonomous outbound workflow that consistently identifies target carriers, executes qualification messaging, and routes interested prospects into conversion paths.

Connie automates early-funnel prospecting by handling carrier qualification outreach, webinar invitation, and handoff into application flow without repetitive manual execution.

Carrier prospecting and qualification required repetitive manual effort from business teams, creating inconsistent outreach cadence and limiting funnel throughput.

My Contribution

  • •Designed Connie to automate top-of-funnel carrier outreach and webinar conversion flow
  • •Defined qualification and invitation logic for rolling webinar enrollment
  • •Mapped handoff criteria from outreach engagement to application routing
  • •Structured performance feedback loops for outreach quality and conversion stages

Process

Prospecting Workflow Mapping

Documented manual outreach and qualification steps to identify repetitive operator work.

Agent Flow Design

Defined decision logic for qualification messaging, follow-up timing, and invite triggers.

Funnel Integration

Connected outreach responses to webinar invitation and downstream application handoff.

Performance Review

Tracked engagement and conversion behavior to refine targeting and messaging cadence.

Key Features

Automated Carrier Qualification

Runs outbound qualification messaging against targeted carrier cohorts.

Rolling Webinar Invitations

Invites qualified prospects into an on-demand webinar flow on a recurring schedule.

Application Path Routing

Routes engaged prospects into the next conversion step with less manual intervention.

Challenges & Solutions

Challenge

Carrier prospecting required repetitive manual effort from business teams.

Solution

Built Connie to run outreach and webinar invitation flow autonomously on a rolling schedule.

Outcome

Recovered team time and increased consistency of top-of-funnel execution.

Challenge

Inconsistent outreach cadence reduced funnel reliability.

Solution

Implemented always-on scheduling and standardized follow-up logic.

Outcome

Improved execution consistency and reduced dependence on ad hoc team capacity.

Results

  • •Automated a previously manual prospecting motion into a scalable always-on outreach workflow.
  • •Improved consistency of top-of-funnel execution across qualification and invitation steps.
  • •Reduced operational lift for business teams running repetitive outbound motions.

Frontend

Next.jsReact

Backend

Agent orchestration workflowsProspecting and routing logic

Tooling

Outreach sequencingWebinar automationFunnel analytics

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