From zero outbound infrastructure into a self-running pipeline.

Email deliverability, LinkedIn automation, CRM integration, enrichment pipelines, and reporting, across two engagement phases.

the starting point

No outbound infrastructure - no dedicated email domains, no automation tools, no sequences.
No email deliverability setup - no SPF, DKIM, DMARC, or BIMI records.
LinkedIn profiles weren't configured for outreach - no automation, no Sales Navigator workflow.
CRM was used for manual record-keeping, not pipeline tracking.
No reporting layer for campaign metrics or lead activity.

what we did

Phase 1 (Outbound Infrastructure): Email deliverability infrastructure: domain purchase, SPF, DKIM, BIMI, and DMARC setup and ongoing maintenance.
LinkedIn automation across 2 profiles with Sales Navigator integration - connection requests, InMail, and follow-up sequences.
CRM integration for lead tracking, status updates, and handoff to the client's sales team.
Slack Connect workspace with Canvas for async reporting, content approvals, and bi-weekly metrics delivery.
Cohort-specific targeting logic — filtered out ELD-dependent companies, segmented by fleet type, company size, and role.
Phase 2 (Automation Rebuild): Replaced managed outbound with a self-serve automation stack - Clay for enrichment and account scoring, Instantly for email sequencing, Icereach for LinkedIn automation.
Do-not-contact list integration from Phase 1 data to prevent overlap.

outcomes

Forecast accuracy

~50%

HubSpot adoption

70% CRM

Manual reporting

65% saved

Tool cost saved

~$1,000/mo