AgencyOS Outbound

Outbound Command Center

Build lists, enrich leads, score fit, segment, generate angles, sequence, track replies, handle objections, book calls, create deals, and hand off to RevMax.

Highest priority

Prospect goal

100/day

Default demo throughput

First touches

50/day

Approval-gated send queue

Follow-ups

20/day

Manual tasks and proposal nudges

Replies

Positive replies need action

Outbound Loop

Every step remains visible and approval-gated before execution.

1Build list

2Enrich leads

3Score fit

4Segment

5Generate angle

6Sequence

7Track replies

8Handle objections

9Book calls

10Create deal

11Generate proposal

12Learn from outcomes

Approval Queue

AgencyOS never auto-sends outbound messages without explicit approval.

Step 1 / email

approval-required

Personalized opener waits for MarketX approval before send.

Step 2 / linkedin

approval-required

Review account context, then send the approved LinkedIn note manually.

Step 3 / call

approval-required

Call only after prior steps are approved and consent checks are complete.

Lead Sources

Local tools are setup-gated. CSV and manual fallback are always available.

UpBox

manual

Opportunity source for Upwork jobs. Convert selected opportunities into leads, deals, and RevMax proposal handoffs.

opportunityclientbudgetskills

LinkedIn Prospector

setup-needed

Local extension/tool source detected. AgencyOS exposes a setup card and CSV/manual fallback; no private data scraping is added.

/Users/jenson/dev/infra/linkedin_prospector

profilecompanyrolelinkedin URL

LinkedIn Leads

setup-needed

Local lead extension source detected. Use export/import handoff until a compliant connector is configured.

/Users/jenson/dev/infra/linkedin_leads

leadcompanytitlelinkedin URL

Indeed Scraper

setup-needed

Local Indeed tool source detected. Kept as a setup-gated source card with manual imports only.

/Users/jenson/dev/infra/indeed_scraper

companyjob posthiring signallocation

Outscraper API

configured

Official Outscraper API source for Google Maps business lists. Requires OUTSCRAPER_API_KEY.

accountwebsitephoneaddress

CSV Import

manual

Safe fallback for externally sourced lists. Import, dedupe, enrich, score, and approve before sequencing.

companycontactemailphone

Manual Leads

manual

One-off lead entry for referrals, partner intros, calls, and reply-driven opportunities.

accountcontactsourcepain angle

Lead List Builder

Sources feed one list flow: build, enrich, score, dedupe, segment, approve, sequence.