Front office · CASL-aware follow-up

Your top rep’s quality. On every lead.

Sales and outreach from Compass AI Group is a workflow inside your CRM that researches every new lead, scores the fit and drafts follow-up in your voice. Your rep approves each message before it sends, the sequence keeps moving, and every touch is logged. Built for Canadian owner-operators and CASL-compliant by default.

About one in six Bearings Reports says: do nothing yet.

Plot Your CourseSee how we work
Every lead, worked the same way
A new lead in your CRM is enriched, scored A, B or C against your ideal customer profile, and drafted in your voice. C leads go to a nurture list. Your rep approves every send; the message goes out, is logged in the CRM, and follow-ups pause on a reply or an opt-out.New leadform, import,demo requestEnrichcompany, recent news, roleScoreA, B or C against your ICPDraftin your voice, from what it foundC leadsnurture listYour rep approvesnothing sends on its ownSent, loggedin your CRMFollow-ups on schedule;pause on a reply or an opt-outA new lead in your CRM is enriched, scored A, B or C against your ideal customer profile, and drafted in your voice. C leads go to a nurture list. Your rep approves every send; the message goes out, is logged in the CRM, and follow-ups pause on a reply or an opt-out.New leadform, import, demo requestEnrichcompany, recent news, roleScoreA, B or C against your ICPDraftin your voice, from what it foundC leadsnurture listYour rep approvesnothing sends on its ownSent, loggedin your CRMFollow-ups on schedule;pause on a reply or an opt-out
FIG. 00A sample setup, not a client’s. The workflow does the research and the first draft; a person approves every message before it sends.

S.01One lead

What happens when a demo request lands at 9:12 a.m.

The research your best rep would do with an hour to spare, done before anyone opens the CRM. The rep still decides what goes out.

Run log: one inbound lead, form fill to first follow-up
  1. 09:12ArriveA demo request lands in the CRM from northwood.example, a sample engineering firm: “interested in OCR for our drawings archive”.
  2. 09:12EnrichRole, company size, sector, tools in use and a recent municipal contract win are pulled from public sources and written back to the record.
  3. 09:13ScoreFit A against the ideal customer profile. The lead moves to the top of the rep’s list for the morning.
  4. 09:14DraftA five-sentence email in your voice: it mentions the contract win, answers the archive question plainly, and asks for a short call.
  5. 09:31ApproveThe rep reads the draft, changes one line and sends it. The CRM stage moves to Engaged and the consent basis is recorded: implied, inquiry form.
  6. Day 4Follow upNo reply, so the next message is drafted and queued for approval. The sequence pauses on a reply, a booked meeting or an opt-out.
FIG. 01Sample lead at a sample business on the reserved .example domain. Real mechanics; the times are illustrative, not a promised result.

S.02What you get

Four things happen to every lead.

Enrich, qualify, draft, follow up. We build it inside your CRM and your inbox, and the person who scopes it builds it and stays until it runs.

  1. 01

    Enriches every new lead

    When a lead enters your CRM (form fill, list import, demo request), the workflow pulls company size, industry, tech stack, recent news and decision-maker signals from public sources.

  2. 02

    Qualifies before your rep sees it

    Scores the lead against your ideal customer profile, flags A, B or C fit, and routes it. Your rep starts the day with the top ten leads sorted, not two hundred to triage.

  3. 03

    Drafts outreach in your voice

    Written from samples of your best emails, and it references something specific to the prospect: a recent contract, a product launch, a shared contact. Your rep reviews, edits if needed, and sends.

  4. 04

    Keeps the follow-up moving

    Runs the follow-up sequence, watches replies, re-prioritizes when something changes, and writes the next message in context. No templated bumps, and nothing sends without a click.

Price and start

Scoped in Charting after your Bearings call: fixed scope, fixed price, fixed timeline in writing, before any work starts.

After the build, a Managed Compass plan keeps it tuned and running.

It starts the way every engagement does: Bearings, Charting, Heading, True North (diagnose, scope, build, run). See the Method

S.03CASL and plumbing

CASL-compliant by default, not added afterwards.

Canada’s Anti-Spam Legislation (CASL) decides who you may email and what each message must carry. The workflow enforces it on every send. Enrichment sources and email infrastructure are chosen per build to fit your CRM and your buyers.

Consent
Only leads with valid express or implied consent are contacted; the basis is recorded on each record.
Identification
Every message names who is sending it and how to reach you.
Unsubscribe
Every message carries a working opt-out, and opt-outs stop the sequence at once.
EU contacts
GDPR rules apply to any contact in the EU.
Approval
A person approves every send. Nothing goes out on its own.
Storage
Canadian data residency by default.

Works with your CRM. HubSpot, Salesforce, Pipedrive, Close and Folk natively; a custom CRM through its API. Enrichment, meeting notes and next steps are written back, and records are never duplicated.

S.04Best for

Best for a business that loses deals to a slow reply.

A good fit

  • You lose deals to whoever answers first, and follow-up depends on who remembers.
  • You send forty quotes a week and chase the ten the owner remembers.
  • Your CRM has hundreds of leads nobody has touched in six months.
  • Your best rep writes great emails and the rest of the team does not.

Not yet

  • You have no list with consent behind it. CASL comes first; we can help you build one properly.
  • You want messages to send with nobody reading them. We do not build that.
  • Nobody owns the replies. Faster outreach only helps if someone picks up the conversation.

Sometimes the answer is a better process, not AI at all.

S.05Questions

Outreach questions, answered plainly.

Is this just another Apollo or Outreach.io replacement?

No. Those tools give you contact data and a templated sequence. We build a workflow that researches each lead individually, writes the message from what it actually finds (company news, hiring signals, your past interactions), and hands a ready draft to your rep. Same outbound plumbing, better judgment on top.

Will prospects know the emails are AI-drafted?

Not if it is done well. Drafts are written in your voice from samples of your past emails, reference something specific to the prospect, and end with a real question. Your rep reviews and sends. Nothing sends on its own.

How does it work with my CRM?

Native integrations with HubSpot, Salesforce, Pipedrive, Close, and Folk. The workflow reads the lead, writes back enrichment data, meeting notes, and next steps, and never duplicates records. A custom CRM is wired through its API.

Is it CASL-compliant?

Yes, by default. Only leads with valid express or implied consent are contacted, unsubscribe lists are respected, and every message carries the required identification and opt-out. GDPR rules apply to any EU contact. Compliance is built into the workflow, not added afterwards.

S.07Next step

Plot your course.

A free 30-minute Bearings call. You and the Compass team, talking about your business. An honest read on what to fix first, and whether AI belongs in it.

Book Your Bearings Call

Or reach the Compass team directly: batwal@compassaigroup.com, 416-409-2112