Outbound that researches like your best rep.
Canopy Outbound is AI SDR software that runs on HubSpot or Salesforce. Agents find accounts showing buying signals, research each one with cited facts, and draft a personal first touch sent from your reps' warmed mailboxes. Reps approve each message before it sends, and every touch, reply and meeting is written back to the CRM.
What changes on day one.
Without Canopy
- Reps spend most of the morning researching before they write a single email
- A ceiling of around ten genuinely personal messages per rep per day
- Templated blasts that damage sender reputation and earn two replies
- Positive replies sitting in a shared inbox for hours
- The same template running for months after it stopped working
With Canopy
- Research for every account is done before the rep logs in
- Ten times the volume per rep, with every message still personal
- Dedicated, warmed mailboxes with verified lists and sensible daily volumes
- Positive replies in the owner's Slack within seconds, with full context
- Openers, angles and timing rewritten automatically from reply data
Outbound that improves itself.
Every week, agents test new versions of your messaging against a holdout, measure them on positive reply rate, and keep what wins. Every change is logged, explained and reversible.
Every change is tested against a live holdout, measured on positive reply rate, and logged with its result. How self-improvement works ›
From signal to outcome,
with your team in the loop.
How Outbound runs, step by step. Agents handle the repetitive work, and people approve what matters.
- Signal
Find the moment
Hiring, funding, stack changes and product signals surface the accounts worth contacting this week.
- Research
Research every account
Company, person, stack and timing, gathered the way your best rep would, with every fact cited.
- Write
Write and sequence
A personal first touch and follow-ups in your voice, sent from your reps' warmed mailboxes.
- Route
Route the replies
Replies are classified in seconds. Positive ones reach the account owner in Slack with full context.
Agents work the hours.
Your team makes the calls.
Here is how a typical day runs once Outbound is live. The repetitive work happens before anyone logs in, and people spend their time on decisions and conversations.
Everything Outbound handles for you.
Signal-based targeting
Target lists built from buying signals and your ICP, screened against your CRM and exclusion lists before anything sends.
Cited research
Every claim in a message links back to the fact it came from, so reps can check the reasoning in one click.
Sequences per account
Agents build the sequence for each account rather than forcing every prospect through one template.
Sending infrastructure
Dedicated domains and warmed mailboxes, with recommended daily volume per mailbox and verification on every list.
Reply classification
Positive, objection, out of office, not now and unsubscribe, sorted automatically and logged to the contact.
CRM write-back
Every touch, reply and meeting is written back to HubSpot or Salesforce against the right contact and account.
Where teams put it to work.
New market entry
Research-grade outreach into a segment or region your team has never sold to, without hiring ahead of demand.
Partner and channel outreach
Personal outreach to resellers, integrators and partners, where every message has to reference their business.
Executive-led campaigns
Short, personal notes in an executive's own voice, with the research done and the replies routed back to them.
Judged on outcomes.
We never optimize for open rate. Outbound is judged on conversations and pipeline.
outbound volume per rep, with the research done for them
average positive reply rate across our agentic outbound systems
of positive replies convert into booked meetings
No new system of record.
Outbound reads from and writes back to the tools your team already uses. Your CRM stays the source of truth.
Clay
Instantly
HubSpot
Salesforce
Slack
Claude
ZeroBounce
DripifyDefault mode: Approve to send
- Choose draft only, approve to send or automatic for this workspace.
- Every draft shows the evidence it used and a confidence score.
- Every send is logged with who approved it and what they saw.
Software, plus the people who run it.
Outbound is never handed over with a login. Your Canopy GTM Engineers build it, tune it every week and answer for the numbers alongside your team.
Build and refresh your ICP, signal definitions and exclusion rules
Write and version the research brief and message frameworks
Monitor deliverability, mailbox health and daily volumes
Run a weekly review of replies, meetings and what to change
“We've seen a huge uptick in the revenue contribution from CRM and email marketing thanks to your work. The blend of strategic expertise and effective implementation you offer is rare.”
Tom Hurst · Partner, Growth Division
Outbound questions.
Anything else, contact us.
What is AI SDR software?
AI SDR software uses AI agents to do the account research and first-touch writing an SDR would otherwise do by hand. Canopy Outbound finds accounts showing buying signals, researches each one with every fact cited and drafts a personal first touch. Your reps approve, send and book the meeting.
Will this burn our domains?
Sending runs on dedicated, warmed mailboxes with recommended daily volumes, and every list is verified before it sends. Your primary domain is never used for cold outbound.
Do SDRs still have a job?
Yes, a better one. Agents take the research and drafting off their plate, and reps spend their time approving, replying and running meetings.
Can we bring our own lists?
Yes. Lists can come from Clay, a CSV or a CRM view. Every list is screened against your CRM and exclusion lists first.
How personal is personal?
Each message is grounded in facts about the company and the person: what they build, what changed recently and what they own. Every fact is cited, so a rep can check it before approving.
What about LinkedIn?
Outbound can coordinate LinkedIn touches alongside email, so a prospect sees one consistent conversation rather than two unrelated campaigns.
Where do the buying signals come from?
Outbound watches hiring, funding, tech stack changes and product signals, matched against your ICP, with research and enrichment running through tools such as Clay. Every target list is screened against your CRM and your exclusion lists before anything sends.
Who approves Outbound messages?
Your reps. Outbound starts on approve to send: each draft waits as a full preview with its cited evidence and a confidence score, and one click sends it. Admins you designate can move the workspace to automatic later, only where results justify it.
What happens when a prospect replies?
Each reply is classified in seconds as positive, objection, out of office, not now or unsubscribe, and logged to the contact. Positive replies reach the account owner in Slack within seconds, with the full context of the account and the conversation.
How is Canopy Outbound measured?
On conversations and pipeline: response rate, positive response rate, meetings booked and pipeline created. Outbound is never optimized for open rate. Every week, Learnings tests new openers, angles and timing against a holdout and keeps what earns more positive replies.
Who runs Canopy Outbound day to day?
A GTM Engineer from your Canopy pod. They build and refresh your ICP, signal definitions and exclusion rules, version the research brief and message frameworks, watch deliverability and mailbox health, and run a weekly review of replies, meetings and changes with your team.
Explore the other workspaces.
Further reading.
AI SDRs: what they do, where they fall short, and how to run one
What an AI SDR does, where it falls short, and how to run one: what to hand the agent, what stays with your reps, and the KPIs that matter.
Baseline these six sales KPIs before you buy another GTM tool
Six sales KPIs to pull from your CRM before you buy another GTM tool, with the formula for each, where it lives in HubSpot and what to compare it to.
Speed-to-lead should be minutes, not days
Speed to lead should be minutes. Where the five minute rule comes from, how slowly B2B teams still reply, and how an agent drafts the first touch.
Apply to become a launch partner.
We're onboarding a small group of revenue teams ahead of general availability. Launch partners get founder-led deployment, launch pricing in writing, and a direct line into what we build next.
- Founder-led deployment
- Launch pricing, in writing
- A say in the roadmap