Automation for Sales Outreach & Engagement

Due to word limit count, detailed project Scope is given in the attached document, please go through this before applying.

Hi,

We are looking to build an automated sales outreach process to minimize manual efforts to talk to correct prospects. The below SOW covers a breakdown of our requirements and we want to work with qualified automation experts who have done similar work and have delivered high quality work flows with built-in fail-safe mechanisms, error handling and success metrics. We will be working with experts who can provide support post delivery of project to avoid any breakage in the workflow.

Project Brief: Automated Sales Outreach & Engagement Workflow

1. Project Goal & Objective
Primary Objective: To build a semi-automated, scalable, and highly personalized sales outreach system.
Business Goal: To consistently generate [e.g., 5-10] qualified introductory calls per week with our Ideal Customer Profile (ICP).
Core Principle: We will automate the repetitive, low-value tasks (data gathering, sending follow-ups) to free up human time for high-value tasks (research synthesis, personalization, and conducting calls).
2. Proposed Technology Stack
Lead Database / CRM: Airtable (preferred) or Google Sheets. This will be our "single source of truth."
Lead Sourcing: LinkedIn Sales Navigator, Apollo.io.
Data Verification: A service with an API, such as ZeroBounce, NeverBounce, or the built-in verification in Apollo.
Automation Glue: Make (formerly Integromat) or Zapier. This will connect all the other tools.
Sales Engagement (Outreach): A platform like Instantly.ai, Smartlead.ai, or Salesrobot for running the email/LinkedIn sequences.
Scheduling: Calendly (or similar tool like Chili Piper/SavvyCal).
Intelligence Gathering APIs: An SEO audit tool with an API (e.g., SEOptimer, Semrush API) and a web scraping tool/service.

3. Detailed Workflow Breakdown - Read document for full SOW.