B2B sales technology / Prior product-team work
Research-led LinkedIn and email outreach systems
Built infrastructure for automated, agent-assisted outreach across LinkedIn and email at a B2B sales technology company.
Experience of Callum Holt, founder of 13Labs
Relevant when B2B sales teams need research, message preparation and channel activity to stay connected.
This account describes the published project scope. Client identities, system screenshots and measured performance results are not included in this project record.
The work behind the system
A sales team needs lead research, message creation and campaign steps to work together across channels without losing context.
What Callum built
- Built LinkedIn automation infrastructure as part of an AI sales platform.
- Worked on systems that coordinate lead research, personalised messages and email outreach.
- Helped turn individual outreach actions into a repeatable campaign workflow.
What this work taught us
Useful outreach starts with evidence about the prospect and a clear handoff between research, messaging and execution.
Applying the pattern to your business
For a similar workflow, start with the inputs, decisions and handoffs. The steps below are implementation guidance for a new project, separate from the delivered scope above.
1. Keep the research evidence
For a similar B2B workflow, attach the source and relevant findings to the prospect record. A reviewer should be able to check why a draft mentions a company or business need.
2. Review the message
Prepare drafts from that research and check the claims, relevance and intended recipient before approving any outreach.
3. Coordinate channel activity
Define how a reply, meeting or stop request changes the next action. Give the team a shared view of the conversation before another channel step runs.
What to measure in a similar build
Record a baseline before the build, then compare the same workflow after testing and handover. These measures help define acceptance criteria for your project.
- Prospect records with a usable source for the research.
- Drafts requiring correction before approval.
- Duplicate contact attempts and handoffs requiring manual intervention.
Related project experience
Sales and marketing automation for high-ticket education - Built extensive sales and marketing automation pipelines for a high-ticket adult education business.
Have a workflow like this?
We can scope the repeated work, decide what is worth automating and build a system your team can use.
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