For agencies

Run account-based outreach for every client — fully isolated.

Spin up an isolated workspace per client, each with its own context, voice, mailboxes, and deliverability. AI drafts every touch; your team reviews and sends. One console, every account.

For sales teams →

Free 15-minute intro — no commitment.

Isolated workspace per client
Drafted, reviewed, then sent
Deliverability built in

Client isolation

Hard client isolation, custom context per client

Every client gets a separate, row-level-isolated workspace with its own Library, brand voice, playbooks, and agents. Switch between clients in a click — nothing leaks across the wall.

  • Row-level security keeps each client's data fully separate
  • Per-client Library, brand voice, playbooks, and AI agents
  • Switch the active client workspace in one click
  • Per-workspace API tokens and MCP for your own tooling

Workspaces

Switch client
  • Northstar HealthActive
  • Apex Manufacturing
  • Riverbend Capital
  • Lumen Logistics

Deliverability

Deliverability your clients expect

Connect each client's own mailboxes and domains, then keep them healthy.

  • Gmail & Outlook

    Connect each client's own Google or Microsoft mailboxes through secure OAuth.

  • SPF, DKIM & DMARC

    Per-domain DNS health checks flag problems and tell you exactly what to fix.

  • Custom tracking domains

    Branded, per-client tracking domains replace the default across pixels, links, and unsubscribes.

  • Branded link tracking

    Open and click tracking run on the client's own domain — opt-in, and off by default.

  • Inbox rotation & warmup

    Rotate across a client's inboxes with per-inbox limits and a warmup ramp.

  • Live health checks

    Inbox and domain health are monitored so issues surface before they hurt sending.

Guardrails

ABM workflows with the guardrails clients need

Every control is scoped to each client's workspace.

Sending windows

Each client sends only during its own business hours, timezone, and chosen days.

Account caps

Per-account daily push limits stagger outreach so no company gets flooded.

Touch limits

Per-account and per-contact daily touch caps span email, LinkedIn, and calls.

Pacing floor

A minimum send interval and per-inbox spacing keep volume human.

Kill switch

Pause any client's outbound instantly, with a reason, whenever you need to.

Pipeline board

Each client gets its own board from prospect → working → engaged → closed.

Drafted and reviewed

Every email drafted by AI, reviewed by your team

AI drafts each email and LinkedIn touch in the client's voice. Your team reviews, edits, and approves before anything goes out — so the work scales without losing your standards.

  • AI drafts email and LinkedIn touches in each client's brand voice
  • Review, edit, or reject from one queue before send
  • LinkedIn touches are sent by a person, from a queue
  • Nothing leaves a client's workspace without human approval

Review queue

Awaiting approval
  • BluePeak — VP OperationsReady
  • Cedar & Co — FounderReady
  • Vantage Foods — CFOEdited
  • Orion Health — DirectorReady

Recursive learning

Smarter every week — per client

Each client workspace runs its own weekly review. The agent reads that client's signals and proposes improvements your team approves — so every account compounds over time.

  • A weekly review per client workspace
  • Concrete, reviewable proposals — your team stays in control
  • Accepted changes are versioned into that client's Library
  • Runs on the schedule you set

BluePeak · weekly review

Mon 9:00
  • Opener resonating with Operations buyersInsight
  • Add proof point: 30% faster onboardingProposal
  • Tighten CTA for the CFO personaProposal

Operate on their behalf

Set up and run outreach on your clients' behalf

Operate each client's program end-to-end from its isolated workspace.

  • A workspace per client

    Stand up an isolated workspace, seeded with a starter library and default agents.

  • Load their target lists

    Drop in a client's target accounts from a CSV or CRM export — deduped and staged before going live.

  • Their domains & mailboxes

    Connect the client's own sending domains and inboxes; they keep ownership.

  • Your own tooling

    Per-workspace API tokens and MCP let you wire each client into your stack.

  • Your team, organized

    Owner, admin, and member roles with invitations and an audit trail.

  • Multi-round campaigns

    Re-open accounts for new rounds with strategy that avoids repeating angles.

How it works

One workspace per client. Reviewed outreach for each.

  1. 01

    Create a client workspace

    Stand up an isolated workspace, seeded with a starter library and default agents.

  2. 02

    Load accounts & context

    Import the client's target accounts and tailor the library, voice, and playbooks to them.

  3. 03

    AI drafts, you review

    AI researches and drafts every touch; your team approves, edits, or rejects before send.

  4. 04

    Send and learn

    Outreach sends within each client's deliverability and pacing rules, and a weekly review proposes what to improve.

Bring your clients into the fold

See how agencies run isolated, reviewed, account-based outreach across every client — starting with a quick intro.

A free 15-minute intro. No commitment.