
AI Sales Automation Expert: Build Data & Outreach Workflow
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Description
Experience Level: Expert
Estimated project duration: 1 - 2 weeks
I am looking for an expert in AI-driven sales orchestration to help scale the GTM (Go-To-Market) engine for a specialized industrial product called TorqCut (onshore hydraulic chopsaws for the piling, decommissioning, and demolition markets).
What I’ve done so far:
I previously built a customized salesflow using:
Gemini for deep market and company research.
Salesrobot for LinkedIn outreach (I will continue to manage this part myself).
Lindy.ai for customized email workflows.
The Problem:
While the "Deep Research" identified the right companies, the email data was often inaccurate or stale. I am seeing too many "wrong" contacts or bounces, which is wasting automation credits and harming deliverability.
The Goal:
I need to insert a high-quality service into the middle of this flow that can find and verify high-integrity contact data (specifically Lead Engineers, Procurement Managers, and Operations Directors) before they hit the outreach stage.
My Current Thinking:
I am currently deciding between Clay and Apollo.io as the data engine.
I am leaning toward Clay because of its "waterfall enrichment" and "Claygent" capabilities, which could allow us to scrape prospect websites for specific technical signals (e.g., companies that own 8–24 tonne excavators, which are the required carriers for our TQ-16 to TQ-32 models).
I already have Lindy.ai set up and working for the outreach layer, so the solution must integrate seamlessly with it although I am open to better alternative setups to achieve the same result
The Ask:
I am looking for an expert to:
Assess the current stack: Are Apollo or Clay still the best data engines for industrial/construction leads in 2026, or is there a superior AI-first solution I’m missing?
Build the "Middle Layer": Set up a robust, automated workflow that takes my research/signals and provides "Golden Records" (95%+ verified emails).
Optimize for Scale: I want to reach approximately 1,000 targeted prospects per month at an efficient cost.
Integration: Ensure the verified data flows automatically into my existing Lindy.ai sequences or a superior alternative is provided.
Important Note:
I am fully open to other ideas. If you believe there is a "better way" to achieve this using new autonomous AI SDR agents (like 11x.ai, Artisan, etc.) or a different tech stack that is more efficient or cost-effective than what I’ve proposed, I want to hear your recommendation.
Requirements:
Proven experience with Clay (waterfall enrichment, Claygent) or Apollo.io.
Experience with Lindy.ai or similar autonomous AI agents.
Deep understanding of B2B data verification and deliverability (SMTP handshakes, catch-all detection) .
Ability to demonstrate how you’ve scaled outreach to 1,000+ leads/mo previously.
Please include in your proposal:
Which data engine you recommend for the industrial cutting/engineering market and why.
A brief overview of how you would structure the workflow from "Signal" to "Sent Email."
Estimated monthly tool/software costs for 1,000 verified leads.
Looking forward to hearing your ideas!
What I’ve done so far:
I previously built a customized salesflow using:
Gemini for deep market and company research.
Salesrobot for LinkedIn outreach (I will continue to manage this part myself).
Lindy.ai for customized email workflows.
The Problem:
While the "Deep Research" identified the right companies, the email data was often inaccurate or stale. I am seeing too many "wrong" contacts or bounces, which is wasting automation credits and harming deliverability.
The Goal:
I need to insert a high-quality service into the middle of this flow that can find and verify high-integrity contact data (specifically Lead Engineers, Procurement Managers, and Operations Directors) before they hit the outreach stage.
My Current Thinking:
I am currently deciding between Clay and Apollo.io as the data engine.
I am leaning toward Clay because of its "waterfall enrichment" and "Claygent" capabilities, which could allow us to scrape prospect websites for specific technical signals (e.g., companies that own 8–24 tonne excavators, which are the required carriers for our TQ-16 to TQ-32 models).
I already have Lindy.ai set up and working for the outreach layer, so the solution must integrate seamlessly with it although I am open to better alternative setups to achieve the same result
The Ask:
I am looking for an expert to:
Assess the current stack: Are Apollo or Clay still the best data engines for industrial/construction leads in 2026, or is there a superior AI-first solution I’m missing?
Build the "Middle Layer": Set up a robust, automated workflow that takes my research/signals and provides "Golden Records" (95%+ verified emails).
Optimize for Scale: I want to reach approximately 1,000 targeted prospects per month at an efficient cost.
Integration: Ensure the verified data flows automatically into my existing Lindy.ai sequences or a superior alternative is provided.
Important Note:
I am fully open to other ideas. If you believe there is a "better way" to achieve this using new autonomous AI SDR agents (like 11x.ai, Artisan, etc.) or a different tech stack that is more efficient or cost-effective than what I’ve proposed, I want to hear your recommendation.
Requirements:
Proven experience with Clay (waterfall enrichment, Claygent) or Apollo.io.
Experience with Lindy.ai or similar autonomous AI agents.
Deep understanding of B2B data verification and deliverability (SMTP handshakes, catch-all detection) .
Ability to demonstrate how you’ve scaled outreach to 1,000+ leads/mo previously.
Please include in your proposal:
Which data engine you recommend for the industrial cutting/engineering market and why.
A brief overview of how you would structure the workflow from "Signal" to "Sent Email."
Estimated monthly tool/software costs for 1,000 verified leads.
Looking forward to hearing your ideas!
Nicholas M.
100% (5)Projects Completed
7
Freelancers worked with
2
Projects awarded
10%
Last project
28 Aug 2020
United Kingdom
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Hi Nicholas, before I send a proposal, could you please clarify:
1. What’s your definition of “verified” (e.g., zero bounces, SMTP-verified, catch-all allowed, manual review %) and your current bounce rate?
2. Do you already have a seed list/signals (companies + roles + geos), and what’s the target market focus (UK/EU/US)?
3. What exactly should the middle layer output: CSV to Lindy, API, Google Sheet, CRM push — and which system is the source of truth?
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