Qualification needs a rubric
Before any automation touches outbound, define fit signals, disqualifiers, and the minimum account context required to personalize credibly.
Drafting is not sending
We treat generated outreach as a proposal. Reps approve, edit, and send—until quality metrics prove the system is reliably on-brand.
CRM hygiene is non-negotiable
If your CRM is a graveyard of stale fields, assistants will confidently propagate errors. Start with cleanup jobs and validation rules, then layer intelligence.
