Automating Outbound Sales Enrichment for a Financial Services Firm

Outbound was working for Phillip Capital, but it was expensive in the one resource the team could not buy more of, which was time. Before a rep could send a single message, they had to chase down details on each prospect across a handful of sources, piece together a picture of the company, and then write the outreach from scratch. Multiply that by a full lead list and most of the day disappeared into research and copywriting before any real selling happened.

We started by mapping the work the team was doing by hand, then rebuilt it as an automated enrichment pipeline. Using Apollo, Hunter, and Firecrawl, the system gathers the contact and company data a rep would normally hunt for manually and assembles it into a clean, structured profile for every lead. What used to mean a string of open browser tabs now happens automatically in the background.

With that context in place, Claude drafts outreach that reads like it was written for the person receiving it, referencing the specific details that make each message relevant instead of falling back on a generic template. Every draft lands in a queue ready for the rep to review and send with a single click, so a human still signs off on the message while the slow part is already done. The whole flow is held together with async Python, so it can process an entire list without anyone babysitting it.

The team now moves through the same volume of leads with a fraction of the manual effort. Research that used to eat the morning is finished before the first coffee, outreach that used to be written one painful email at a time is ready to review in bulk, and reps spend their hours on conversations instead of preparation. The pipeline scales with the lead list rather than with the team's working hours.