Make, Relevance
Sales Co-pilot
Built for a brand marketing agency to automate lead research and outreach - while keeping every message personal and on-brand.
Smarter outreach that feels personal - and scales effortlessly
This automation transforms a static lead list into qualified conversations. By combining data enrichment, personalised message generation, and multi-channel outreach, it allows sales teams to spend more time closing and less time preparing.
Results at a glance
70% time saved per lead outreach
50% increase in message personalisation
3× higher reply rate than Lemlist campaigns
The problem
The agency’s sales team was manually researching every lead, looking for company context and crafting custom messages one by one. With growing lead volumes, this process slowed down outreach velocity and caused inconsistent communication quality across reps.
The solution
We built a co-pilot system that handles every step of lead outreach - from enrichment to message generation and delivery. The agent takes in a scraped list of leads, enriches each with company and role data, crafts a relevant message using the founder’s tone, and sends it through the right channel - email or LinkedIn. Each interaction is then logged automatically in the CRM for tracking.
How it works
Input: A list of scraped leads from the client’s pipeline.
Enrichment: Relevance pulls company and personal details to build context.
Message creation: GPT-5 Mini generates tailored outreach messages using stored company data and tone guidelines.
Delivery: Browserflow handles LinkedIn messages; Gmail API sends emails.
Tracking: Every message and reply is synced back to the CRM (Google Sheets).
Impact
70% less manual time per outreach
3× improvement in reply rates vs standard campaign tools
Consistent tone and brand voice across all outbound messages
Seamless CRM updates for visibility and reporting
Build overview
Duration: 2 weeks (strategy, integration, testing)
Stack: Make, Relevance, GPT-5 Mini, Browserflow, Google Suite
Client: Brand marketing agency
In summary
The Sales Co-pilot helped a marketing agency triple its response rate while eliminating manual lead prep. By merging enrichment, AI-driven personalisation, and channel-specific outreach into one system, the team achieved consistent, human-like communication at scale — without adding new tools or headcount.
Next work
