Step 1
Target accounts identified
Signal
Agents used
AI Agent Recipe
Reach people who shape the decision with targeted messaging that speaks to their role and reality.
What this recipe gets you
Solves for sales outreach that’s too generic and inconsistent to land with the people who shape the decision.
PIPELINE
Engage the right buyers, every time
Target personas are surfaced and engaged consistently, so more accounts get worked before they go cold.
RELEVANCE
Make outreach highly personalized
Every message is grounded in real research and shaped to the individual's role, so it reads as timely and relevant.
SCALABILITY
Give sellers time back in their day
Persona outreach follows the same process every time, so your team can work more without adding manual effort.
How it works
Outreach connects to the CRM and tools your team already uses, then layers on AI agents that handle the manual work a rep would otherwise do. Here's the full path, from target account identification to a message that speaks directly to a buyer's priorities and goals.
1
Target accounts identified
Signal
2
Revenue Agent finds the right personas
AI Agent
3
Research Agent investigates each company
AI Agent
4
Personalization Agent tailors the message
AI Agent
5
Outreach sends on behalf of the rep
Action
ICP-matched accounts are surfaced via CRM data, third-party enrichment*, or account scoring.
It identifies and enrolls contacts matched to your target audience into the right sequence.
It identifies core focus areas, current priorities, recent news, and any signals relevant to key stakeholders.
It crafts outreach that speaks to the individual's role while weaving in account-level context.
Targeted, research-backed messaging goes out automatically or queues for review before sending.
See the recipe in action
Book time to see your AI agent recipes in action and explore how they can help your team drive predictable revenue with Outreach.
Configuring your agents is easy
In Outreach, you set up an agent once using plain-language instructions. No code required. You tell it what to look for and what to produce. Here's how two of the agents in this recipe work together: one builds the account picture, the other turns that context into personalized outreach.
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FAQ
How does the agent identify who the economic buyer is?
The Research Agent analyzes company structure, org charts, LinkedIn data, and reporting lines to find the person most likely controlling budget decisions. For SMBs, this might be the owner/CEO. For enterprise, it's usually a C-level or VP. The recipe learns your typical buying patterns over time and gets smarter.
Should I only target the economic buyer or multiple stakeholders?
Target both. The economic buyer approves budget, but the end user and their manager influence the decision. The recipe identifies all key stakeholders, prioritizes the economic buyer first, then suggests a sequence for engaging the broader committee.
How do I personalize for different roles?
The recipe auto-generates role-specific messaging. CFOs hear about ROI and cost savings. VPs of Sales hear about productivity and quota attainment. IT teams hear about integration and security. Same product, different angle depending on who's reading.
What if the person I want to reach is hard to find or contact?
The recipe suggests alternative entry points: a peer at the company you already know, an executive champion who can make an introduction, or a different stakeholder who can route your message upward. It's about finding the path of least resistance.
How do I know if I have the right champion in the account?
The right champion is someone with: (1) clear need for your product, (2) budget control or influence, (3) organizational trust and credibility, (4) time/willingness to be a champion. The recipe scores potential champions against these criteria.
Does targeting the right buyer actually improve close rates?
Significantly. Deals with an identified economic buyer have 60-70% higher close rates than deals that are still searching for the right stakeholder. The recipe cuts the "stakeholder hunting" phase in half by identifying the right buyer upfront.
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