A workflow that researches every lead, scores fit, drafts follow-up in your voice, and keeps the sequence moving. Your rep reviews and sends. The lead never goes cold.
Sales & Outreach from Compass AI Group is a custom workflow that enriches every new lead, scores it against your ideal customer profile, drafts follow-up in your voice, and runs the sequence, all inside your CRM (HubSpot, Salesforce, Pipedrive, Close, or custom). Drafts go to your rep for approval; nothing sends on its own. Built for Canadian SMBs and CASL-compliant by default. Scope and price are set in Charting after a free Bearings call.
A preview of the follow-up workflow we build for Canadian firms. Same enrich, draft, and sequence pattern, your voice, your CRM, your CASL rules.
A new demo request lands in your CRM. The workflow picks it up before your rep sees it.
Enrich, qualify, draft, follow up. Nothing sends on its own. The prep work your top rep would do if they had ten hours per lead instead of ten minutes.
When a lead enters your CRM (form fill, list import, demo request), the workflow pulls company size, industry, tech stack, recent news, funding, and decision-maker signals from public sources.
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.
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.
Runs the follow-up sequence, watches replies, re-prioritizes when something changes, and writes the next message in context. No templated bumps.
Configured for who you sell to, what triggers a conversation, and what a good follow-up looks like in your business.
The specific data sources and email vendors depend on your CRM (Customer Relationship Management) and ICP (Ideal Customer Profile). The workflow on top is what makes the difference. CASL (Canada's Anti-Spam Legislation) compliance is built into the workflow.
Every service on this site starts the same way, so you never pay for a build before the problem is measured.
Two operators talking about your business. Where the time goes, what it costs, and whether this service is even the right fix.
Fixed scope, fixed price, fixed timeline before any work starts. If a Bearings Report should come first, we say so.
You see the work every week. True North measures the result against the baseline we recorded at the start.
A heating-and-cooling company sends forty quotes a week and follows up on the ten the owner remembers. The workflow scores every open quote, drafts a follow-up that references the job and the season, and puts the top ones in the rep’s inbox each morning. Nothing sends without a click.
Baseline: ~$255K lifetime revenue, 1,791 orders, sell-through of existing inventory before any ad spend.
Baseline, day zero
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.
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.
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.
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.
Templated cold email gets about 1.5% replies. Buyers trained themselves to ignore it. A follow-up that references something real about the prospect, in a human voice, still gets 6 to 10%. This workflow does the personalization at a scale your rep cannot.
30+ years operatingLean Six Sigma Black BeltCertified Project ManagerToronto, CA
A free 30-minute Bearings call. Two operators talking about your business. No deck. No pitch. An honest read on what to fix first, and whether AI belongs in it.