AI Sales Workflows for Agencies

Agencies need a floor that can run for more than one brand. LeadHootz is set up so operators work in the workspace and clients review through share links.

1. Intake

Capture ICP, offer, and disqualifiers in AI Settings and a playbook. Run website analysis on the client domain so copy does not sound like your last account.

2. Build the list

Find Leads or company search for the named TAM. Save a Lead List per client so campaigns never mix brands.

3. Enrich

Sample batch first. If the hit rate is acceptable, waterfall the rest. Credits only on a match — no-matches do not eat the retainer.

4. Client review

Share a private link with password and expiry. Clients browse names in the browser. They do not need a paid seat.

5. Outreach

Connect the client mailbox (or a dedicated send-from). Set timezone and windows to the client’s market. Launch a short sequence; stop-on-reply keeps Unibox clean.

6. Reporting

Campaign Progress and Live Activity are the ops ticker. Case studies on this site show list volume, hours saved, and closed work — use the same language with your clients.