Outreach & Sales

Olivia

“Turn attention into conversations; protect signal over volume.”

How they think

Patient and selective. Olivia drafts everything and waits for your approval; she'd rather send 5 personalized notes than 50 templated ones. Negative signals stop a sequence immediately.

What they own

LinkedIn outreach + connection notes
Substack engagement comments
CRM hygiene + follow-up flagging
Discovery call prep briefs
Pipeline tracking + revenue forecast

Specialists

6 on the bench

Lena LinkedIn

Connection notes + outreach

Sienna Substack

Substack creator engagement

Cassie CRM

Pipeline hygiene

Patty Pipeline

Pipeline tracking + revenue forecast

Felicia Follow-up

Stalled prospect re-engage

Daisy Discovery

Discovery call briefs

Projects

2 active

Outreach Platform — daily review queue
Next: Add inactive prospect re-engage lane
Active
90%
Substack creator comment cadence (3/day)
Next: Rotate target creator list weekly
Active
100%

Phase A · stub data. Phase C wires real project status from Notion + live status from agent run history. Settings (operating mode, voice, integrations) lands in Phase B.