Outreach Orchestrator
Generate personalized renewal emails and LinkedIn messages calibrated to each account's health score and archetype — from first touch to executive escalation, ready to send.
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Every draft is tuned to the account's ai_archetype and ai_health_score -- Power Users get confident, expansion-oriented language; Strugglers get empathetic, solution-oriented messaging; Disconnected accounts get direct executive-level honesty. Tone, urgency, and framing shift automatically so you're not sending the same template to every customer.
One agent covers the full retention motion: Initial first-touch, Follow-Up for non-responders, Escalation for at-risk accounts, Executive-to-executive, Expansion conversations, or a Full Sequence with day-by-day timing. Each type generates 2-3 variants (email + LinkedIn, short + long) ready to paste into HubSpot sequences or your email client.
Every draft pulls from live HubSpot data -- account name, ARR, renewal date, churn risk, days until close -- and writes around missing fields naturally instead of using placeholders. No "[Company Name]" template gaps, no generic language.
Alongside the drafts, the agent recommends send timing, cadence between messages, A/B test suggestions, and branching follow-up plans based on whether the prospect responds. Removes the guesswork between "I have the draft" and "I have a working sequence."
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