Your top rep's quality. On every lead.
An agent that researches every lead, scores fit against your ICP, drafts personalized outreach in your voice, and handles the follow-up sequence. Your rep reviews and sends. The lead never goes cold. The template-spam era is over.
Sales & Outreach Agents from Compass enrich every new lead, score them against your Ideal Customer Profile, draft personalized outreach in your voice, and run the follow-up sequence — all integrated with your CRM (HubSpot, Salesforce, Pipedrive, Close, or custom). Drafts go to your rep for approval; nothing sends autonomously. Built for Canadian SMBs and CASL-compliant by default. Single-purpose builds run $8,000–$18,000 CAD; full pipeline-glue builds with CRM integration run $18,000–$35,000.
One lead lands. A real conversation starts.
A preview of an outreach agent built for a Canadian agency. Same enrichment + draft + sequence pattern, your voice, your CRM, your CASL rules.
A new demo request lands in your CRM. The agent picks it up before your rep sees it.
Four behaviours on every lead.
Enrich, qualify, draft, follow up. Nothing autonomous, nothing spammy. The agent does the prep work your top rep would do if they had ten hours per lead instead of ten minutes.
Enriches every new lead
When a lead enters your CRM (form fill, list import, demo request), the agent pulls company size, industry, tech stack, recent news, funding, and decision-maker signals from public sources.
Qualifies before your rep ever sees it
Scores the lead against your ICP (Ideal Customer Profile), flags A/B/C fit, and routes accordingly. Your rep starts the day with the top 10 leads sorted, not 200 leads to triage.
Drafts personalized outreach in your voice
Trained on samples of your best emails. References something specific to the prospect (their recent funding, a product launch, a shared contact). Your rep reviews, edits if needed, sends.
Handles follow-up so leads do not rot
Schedules the 3-touch sequence, watches replies, re-prioritizes when something happens (job change, news, opens), and writes the next message in context - not a templated bump.
Same agent shape. Your pipeline reality.
The agent is configured for who you sell to, what triggers a conversation, and what a good follow-up actually looks like in your business.
Pre-RFP relationship nurture
Your firm only bids on RFPs from buyers who already know you. The agent finds the right procurement contacts at target municipalities, drafts intro emails referencing their recent project pipeline, and books the relationship-building coffee 6 months before the RFP drops.
Past-client retention sequences
When a client closes their last matter, the relationship goes cold. The agent watches the matter database, drafts a check-in 90 days after closure referencing what you worked on, and keeps the firm top of mind without making partners feel like salespeople.
Buyer and seller lead reactivation
You have 600 cold leads from open houses 18 months ago. The agent re-enriches each one (did they buy? did they list? are they hiring movers?), drafts a relevant nudge, and surfaces the 30 who actually have a transaction signal in the next quarter.
Lapsed-member win-back
Members churn quietly. The agent flags 30 / 60 / 90 day lapses, drafts a personalized message referencing their favorite classes and the new schedule, and routes to the membership coordinator with one-click send. Win-back rate jumps from 8% to 22%.
Real enrichment data. Production email infrastructure.
The specific data sources and email vendors depend on your CRM (Customer Relationship Management) and ICP (Ideal Customer Profile). The agent on top is what makes the difference. CASL (Canada's Anti-Spam Legislation) compliance is built into the workflow.
Outreach questions, answered plainly.
Is this just another Apollo or Outreach.io replacement?
No. Apollo gives you contact data and a templated sequence. We build a custom agent that researches each lead individually, personalizes the message based on what it actually finds (their company news, recent funding, hiring signals, your past interactions), and routes the human-ready draft to your rep. Same outbound infrastructure - smarter brain on top.
Will my prospects know it is an AI writing the emails?
Not if it is done well. The agent drafts in your voice from samples of your past emails, references something specific to the prospect, and ends with a real question. The output is a draft your rep reviews and sends - not autonomous spam. The goal is to get your top rep's quality on every email, not to remove humans from the loop.
How does it integrate with my CRM (Customer Relationship Management)?
Native integrations with HubSpot, Salesforce, Pipedrive, Close, and Folk. The agent reads the lead, writes back enrichment data + meeting notes + next-step suggestions, and never duplicates records. If you use a custom CRM we wire to its API (Application Programming Interface) directly.
What about CASL (Canada's Anti-Spam Legislation) and GDPR compliance for outbound email?
CASL-aware by default. The agent only enriches and contacts leads with valid express or implied consent, respects unsubscribe lists, and stamps every outreach with the legally required identification and opt-out. GDPR (General Data Protection Regulation) for any EU contact. Compliance is built into the workflow, not retrofitted.
How is success measured?
Reply rate, meeting-booked rate, pipeline-sourced revenue. We instrument the workflow so you can see each step's conversion: leads enriched → emails sent → opens → replies → meetings → closed. If a stage drops, the agent flags it. Most clients see 2-3x reply rate vs. their old templated sequences.
How much does a sales agent cost to build?
Pricing depends on integration depth and sequence complexity. The bill depends on: which CRM you use and how clean the API is, the number of enrichment sources to integrate, how many personas or playbooks the agent runs, whether multi-touch sequences need custom logic, and how much voice-training data we are starting with. Single-playbook pilots are the lightest entry. Real numbers come out of the free Bearings call after we map your current outreach process.
Generic outreach has the same conversion as no outreach.
Templated cold email gets ~1.5% reply rates in 2026. Buyers trained themselves to ignore it. Personalized outreach - referencing something real about the prospect, written in a human voice - still gets 6-10%. The agent on this page does the personalization at scale your rep cannot.
Plot Your
Course.
A free 30-minute Bearings call. Two operators talking about your business. No deck. No pitch. Just an honest read on whether AI is the right tool - and if so, where I'd start.