CEO Contact Sourcing & Outreach Drafting

Every list of companies coming in the door, whether it was a tradeshow scan or a spreadsheet export from a conference, needed the same manual slog before a rep could send a single email.

Someone had to figure out who actually ran the company, cross-check that name against whatever the CRM said (which was wrong often enough that nobody trusted it blind), pull together a few lines about what the company did, and then write an email that didn't read like a template.

With 50 people doing this by hand for every new batch, most of the week went into research and data entry instead of selling.

Intake runs on a webhook that accepts CSV, XLSX, XLS, or PDF uploads, normalizes whatever column structure the source file has via GPT-5-mini, fills in missing domains through Perplexity, and writes each company into SQL Server with its own batch ID.

An orchestrator loops through the batch one company at a time, calling a dedicated CEO-sourcing sub-flow that runs Perplexity first for an independent name, then waterfalls through Salesforce, Hunter.io, and ZoomInfo (with its own token caching so one credential covers the whole run), checking every candidate against the Perplexity result with a custom Levenshtein-based name matcher before trusting it.

Company intelligence comes from a web-search sub-flow and Firecrawl scraping the company's own site, feeding a rating step that scores completeness and attractiveness. Email drafting pulls the rep's own recent Salesforce emails, tasks, and events as style samples and drafts through either OpenAI or a Gemini/Bedrock pairing, then adds the lead to a Salesforce campaign so it lands in the rep's queue instead of anywhere near a send button.

A separate error handler and a scheduled repair workflow watch every execution and restart anything that gets stuck, so one bad company doesn't stall the whole batch.

300 hours saved a year ($12,000/year at a $40/hour rate)

Before this, someone had to look up a company's CEO, check that name against the CRM, pull a quick read on what the business does, and write an email from scratch, roughly 5 to 10 minutes per company. Now that work happens automatically, and the person's only job is to review the draft and send it, a couple of minutes at most. Across 500 to 1,000 companies a month, that adds up to about 300 hours a year given back to the team, worth roughly $12,000 at a $40/hour rate.