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A new lead lands in your CRM. Before you’d normally find a moment to write them, Marcus has already pulled up their latest post, drafted a message that opens on it, and queued it for your approval — on email or WhatsApp, whichever they actually answer. Outbound is the specialist your org’s operator hands cold outreach to. The research, the writing, the timing, and the follow-up chase leave your plate; the one thing that stays yours is the call on whether a message is good enough to send.

The difference between a “blast” and Apollo Space outbound

Most cold outreach tools do a blast: take a list, send the same text to everyone, swap in {first_name}, and call it “personalization.” Recipients see through it immediately — reply rates hit the floor. Apollo Space works differently. For every lead, Marcus does public research (via Scout/Tavily), composes a message grounded in a real signal about that lead, and sends it on the right channel at the right time.

Campaign types

Drip

A sequence of N touches spread over time. Configurable cadence. Each touch is a fresh composition — not a reused parameterized template.

Oneshot

A single touch. Useful for point-in-time sends (launch, event, announcement). Ends on reply or after N days.

Follow-up

Reactive cadence: sends the next touch only if the recipient hasn’t replied within the defined window. Auto-drops on reply.

Campaign flow

1

You define the audience and intent

Select a set of leads from the CRM (filter, imported list, entire pipeline) and describe the campaign goal in plain text (e.g., “introduce product X to prospects in sector Y”).
2

Signal gather (per lead)

Marcus delegates to Scout a public search on each lead — website, recent post, new hire, award, job change. Output: 3–5 cited snippets that ground the composition.
3

Compose (per lead)

Using the signals, the org’s voice, and the recipient’s persona, Marcus generates the draft. At this point it decides:
  • channel (email vs. WhatsApp based on availability)
  • tone (formal / casual, per the org’s voice_md)
  • specific CTA (call, link, reply, demo)
4

HITL — human approval (optional)

By default, every draft waits for approval. You review the text, see the snippets that informed it, and approve / edit / reject. Alternative modes: auto-approve (low-risk campaigns), batch-approve (approve an entire run after a spot-check).
5

Delivery

Once approved, Marcus sends via the configured channel (email via Resend / Gmail, WhatsApp via Twilio). Idempotent — retries never duplicate a message.
6

Tracking + follow-up

Marcus watches for:
  • Reply detected → routes to the relationship owner’s chat
  • No-reply after N days → triggers the next touch in the cadence
  • Bounce / opt-out → marks lead as invalid + pauses the sequence

WhatsApp 24-hour window

Meta has a strict rule for WhatsApp Business:
  • Once the customer messages you, a 24-hour window opens
  • Inside that window: you can send any free-form text
  • Outside it: the first message must be a Meta-approved template
Marcus handles this automatically:
  • Detects whether an open window exists with the lead
  • Window open → free-form text in the org’s voice
  • Window closed → an appropriate template from your Twilio Messaging Service
No manual action needed — the rule is followed 100% of the time.

Metrics

Each campaign and each individual touch exposes:
MetricWhat it means
Delivery rateDelivered / sent (filters out bounces)
Open rateDetected opens (email only — WhatsApp has no reliable read receipt)
Reply rate% of leads who replied
Reply-to-CTA rate% of replies that accepted the call to action
Opt-out rate% of leads who asked to stop
Bounce rate% of emails that weren’t delivered
Total costStars consumed over the course of the campaign

When NOT to use automated outbound

This section is here to be honest:
  • Enterprise sales with 6-month+ cycles — automated outbound helps with the first touch, but the rest of the cycle is human consultative work. Don’t try to automate the entire sale.
  • Highly regulated markets (healthcare, finance) — check local rules on cold outreach first. Apollo Space gives you the tools, but legal responsibility is yours.
  • Low-quality purchased lists — outbound on a bad list is spam even with personalization. You burn your domain and phone number.

Next steps

Marcus

The agent that executes outbound, in depth.

WhatsApp setup

Connect Twilio and an approved number.

CRM

The lead base that outbound campaigns operate on.

Brain

Where org voice and knowledge live.