AI SDR (Casa) · B2B Outbound

Reach the companies you sell to, and hand your reps the ones who reply.

AI SDRClearline SoftwareGrowth plan · week 12Pitch brief
ResultsPipelineCompaniesEmailsRepliesMeetings
Replies and meetingsWeeks 1 to 12
Replies · weekly120since week 4
01224First sendsPitch revisedMailboxes addedWk 1Wk 4Wk 8Wk 12
Meetings booked · weekly225 this week
036Wk 1Wk 4Wk 8Wk 12
What moved
Meetings booked22handed to your reps
Interested46of 120 replies
Sent24,000to 6,900 contacts
Deliverability98.6%across 18 mailboxes
This week’s changes
Pitch revisedEmail 2 rewritten on the replies
Live
Mailboxes added6 more, on 2 new domains
Live
Market widenedOhio and Florida added
Live
RepliesWeeks 1 to 12
Replies · weekly120since week 4
01224Wk 1Wk 4Wk 8Wk 12
Meetings22to your reps
Interested46of 120
Sent24k6 domains
This week’s changes
Pitch revisedEmail 2 rewritten on the replies
Live
Mailboxes added6 more, on 2 new domains
Live
Interested replyBright Smile Dental Group, introduced to Marcus

You tell us who you sell to and what to say. We find the companies, write to each one, send from our domains, and hand your reps the ones who want to talk.

Companies others miss

Reach the companies Apollo and ZoomInfo don’t list.

Describe who you sell to: the industry, how the business is structured, and where it is. You approve the market, then the list is built from 10M+ US businesses, grouped by location and tagged by industry, so it holds the operators a lead database never lists. Up to three contacts an account, each verified before the first email.

Seen inthe Companies tab, with the criteria that found each one
Companies found2,600
Sells to dental groups5+ locationsUS, all marketsNot a current customer
Bright Smile Dental GroupDallas, TX
14 locations
Northview OrthoColumbus, OH
6 locations
Coastal Family DentistryTampa, FL
9 locations
Summit Dental PartnersDenver, CO
22 locations
Riverbend SmilesPortland, OR
5 locations
Built from
10M+US businesses

Grouped by location and tagged by industry.

Contacts and dossiers

A dossier on every company, and a verified contact to write to.

For each company AI SDR reads the site, what the business is doing in its market and who it competes with, and verifies the contact before anything is sent. The dossier is what the first email is written from, so the pitch names the thing that business is dealing with, in the language of its industry and its market.

Seen inthe dossier on every company, in the Companies tab
DossierBuilt Sep 3
Bright Smile Dental Group14 locations · Dallas, TX
Company
Site42 pages read · implants, ortho, sedation
Growth2 locations opened · hiring in marketing
AngleGrowing fast, no in-house marketing lead yet
Contacts
Dana WhitfieldDirector of Marketing · verified
Luis OrtegaVP Operations · verified
Contacts verified
6,900across 2,600 companies

Each checked before the first email.

The pitch

You approve the pitch. We write every email from it.

Before anything is sent, your account team works out the pitch with you: the angle for this market, the offer, the proof to lean on, the tone, the follow-up sequence and what to leave out. You approve it. Every email is then written from that brief and the company’s dossier, so each speaks to the business reading it.

Seen inthe pitch brief, and every email as sent in the Emails tab
Pitch briefApproved
AngleGroups lose the implant query as they add locations
OfferA visibility read across every location
ProofA 14-location group, up 31% in calls over 90 days
NeverDiscounts · Competitor names · Urgency
Worked out together
Email 1 of 3
Dana at Bright Smile

Congratulations on the Frisco and Plano openings. Growth this fast usually strains the implant pages.

Sending and follow-up

We send every email, follow up, and hand your reps the replies.

The email is written from the dossier, sent, and every reply is read and sorted. An interested reply gets your rep introduced on the thread. Everything else is answered, scheduled for later or filtered out. Your part is two approvals: the market and the pitch. First sends go out in week four.

Seen inthe Pipeline tab, every stage counted
PipelineRunning
1
Copy writtenIn the language of dental groups, from the dossier
6,900emails
2
SentFrom 6 domains, 25 a mailbox a day
24,000sends
3
RepliedEvery reply read and sorted
120replies
4
InterestedWants a conversation
46threads
5
Handed offYour rep introduced on the thread
22meetings
Your part
2
Approve the market
Approve the pitch
Tuned weekly

Run every week on what the replies say.

The campaign is never left to run. Each week your account team reads the replies and the numbers, rewrites the email that is not landing, adds mailboxes as the list grows, widens or narrows the market, and keeps the do-not-contact list current. A mailbox that slips is rested. Your part stays at two approvals: the market and the pitch.

Seen inthe Pipeline tab, with what changed and when
This week · week 125 changes
Pitch revisedEmail 2 rewritten on what replied
0.4% to 0.6%
Mailboxes added6 more, on 2 new domains
18 total
Market widenedOhio and Florida added
+340 companies
Do-not-contact11 added from the replies
Enforced
Mailbox restedhello-dgpartners, box 2
Back Monday
Read and changed by your account team
Reply rate this week
0.6%from 0.4%

After email 2 was rewritten on what the first replies said.

Your domain protected

Sent from our domains, warmed and watched, yours untouched.

Outreach goes out from sending domains and mailboxes we own and run: registered, authenticated, warmed for two weeks or more before the first send, and rotated. Each mailbox sends 25 a day, so volume comes from adding mailboxes rather than pushing any of them. Your primary domain never sends, and no domain or mailbox cost is passed through.

Seen inthe deliverability report, every domain and mailbox, each week
Sending infrastructureOurs, watched daily
brightreach-mail.com3 mailboxes · warmed 3 weeks
99.1%
dgoutreach.net3 mailboxes · warmed 3 weeks
98.4%
hello-dgpartners.com3 mailboxes · warming
98.2%
clearlinesoftware.com
Untouched · 0 sends
Deliverability
98.6%across 18 mailboxes

On 6 domains, 25 sends a day each, no mailbox cost passed to you.

Qualified replies

Your reps only see the replies worth their time.

Every reply is read and sorted. The ones that want to talk get your rep introduced on the thread, with the dossier attached. A later date is scheduled. Out-of-office notes, declines and removals are handled without a rep seeing them, and anyone who asks off goes on the do-not-contact list. The inbox your team works from holds conversations.

Seen inthe Replies tab, sorted, and the hand-off on the thread
Replies120 since week 4
Dana Whitfield · Bright Smile“Yes, let’s talk. Thursday works.”
Handed off
Priya Raman · Summit Dental“Send me the implant numbers first.”
Handed off
Kim Adler · Riverbend“Not this quarter, try us in January.”
Follow up Jan
Auto-reply“Out of office until Sep 22.”
Filtered
Front desk“Please remove us.”
Do not contact
Introduced on the thread
Marcus T.Your rep · 22 threads
Only people who want to talk
Local businesses

Reach the local businesses lead databases miss.

In a city, AI SDR reads the map and the search results the way a buyer does, so it finds the practices, shops and offices that never appear in a lead database, and their multi-location parents. For a business that sells to local operators, that is the list nobody else is emailing.

Seen inthe Companies tab, by market
Dallas marketLocal search read
“dental implants Dallas” · the map and the results, read
Lakewood Family DentalDallas · 3 locations
Found here
Prestonwood SmilesPlano · 2 locations
Found here
Oak Cliff Dental Co.Dallas · 4 locations
Found here
Aspen DentalNational chain
In the databases
In this market
58 of 74operators found

Businesses here that the lead databases do not list.

What the work covers.

The list, the outreach, and the hand-off to your reps, with the numbers by week.

The list

Found in your market, verified, and yours to see

  • Account discovery in your geographies and industries, from 10M+ US businesses
  • Up to three contacts an account, enriched and verified
  • A dossier on every company: the site, its market, its competitors
  • Do-not-contact enforced across every campaign
  • The list grows month by month, up to the plan’s companies, and stays yours

The outreach

Written to each business, sent from our domains

  • The pitch brief agreed with you: angle, offer, proof, tone, sequence, never-say
  • Email copy per prospect, written from the brief and the dossier
  • Sending domains registered, mailboxes provisioned, authenticated and warmed two weeks or more
  • 25 sends a mailbox a day, with rotation and daily deliverability checks
  • All sending infrastructure owned and run by us, no domain or mailbox cost passed through

The hand-off

Replies read, meetings handed over, numbers by week

  • Every reply classified: interested, later, decline, removal, auto-reply
  • Interested threads handed to your reps on the thread, dossier attached
  • Reply rate, positive replies and meetings by week on the dashboard
  • The emails as sent, each with its dossier and its reply
  • A four-week ramp: infrastructure weeks one and two, deliverability verified week three, first sends week four

Built for the companies that sell to businesses.

Described by how you are structured and who you sell to, because that decides the list and the pitch.

The company selling to local operators

Practices, shops, groups and offices in the markets you name. The list is read off the map and the search results, so it holds the operators and their multi-location parents that no database lists.

The vertical company selling nationally

One industry, every state. The list is built by industry and structure, the pitch is written in that industry’s language, and the market widens state by state as the replies come in.

The sales team without an outbound function

Reps who close, and nobody prospecting. The list, the emails, the follow-ups and the sorting are run for you, and your reps take the interested replies on the thread.

What you see each week, and any time you log in.

The list, the emails and the meetings, in Casa and in your reps’ hands.

DashboardSends, replies, interested replies and meetings booked, by week.
The emails as sentEvery email, the dossier it was written from, and its reply.
Company dossiersThe site, the market, the competitors and the verified contacts.
Hand-off on the threadYour rep introduced to each interested reply, with the context attached.
Deliverability reportEvery sending domain and mailbox, with its health.
Your account teamThe people who agree the pitch with you, read the replies each week and change what is not landing.

Three plans, sized by how many companies and emails you want each month.

Starter, Growth and Scale differ in how many companies are on the list and how many emails go out each month, with up to three contacts a company. Emails reset each month, and the companies stay on your list. Every plan includes the account team, the pitch agreed with you, the sending infrastructure, and the four-week ramp.

StarterUp to 6,000 companies on the list and 6,000 sends a month. For a market you are testing.See pricing →
GrowthUp to 12,000 companies and 15,000 sends a month. For a market you are working.See pricing →
ScaleUp to 18,000 companies and 30,000 sends a month. For several markets, or the country.See pricing →

Straight answers about AI SDR.

What is included?

The market and the pitch agreed with you, then the campaign run on AI SDR: companies found in your geographies and industries, up to three contacts an account verified, a dossier on each, every email written to that business and sent from domains and mailboxes we own and run, every reply read and sorted, the interested ones handed to your reps on the thread, and the numbers by week in Casa.

Who can it find?

The companies you describe: by industry, by how they are structured, such as multi-location groups or independent operators, and by where they are, from a national list to the markets you name. It works from 10M+ US businesses, grouped by location and tagged by industry, so a company too new or too small for a lead database is on the list.

Where do the contacts come from?

Each company is researched on its own: the site, what it is doing in its market, the competitors around it. Contacts are found in that research and verified before the first email goes out, up to three an account.

Does it send from our domain?

No. Outreach goes out from secondary domains and mailboxes we register, authenticate, warm and monitor, at 25 sends a mailbox a day. Your primary domain never sends, and no domain or mailbox cost is passed through to you.

What do we have to do?

Two approvals: the market and the pitch. After that, your reps take the interested replies that are handed to them on the thread, with the dossier attached.

When do the first emails go out?

Infrastructure is set up in weeks one and two, deliverability is verified in week three, and the first sends go out in week four. Mailboxes warm for two weeks or more before they send.

Do you guarantee meetings?

No. What you see is every email sent, every reply and every meeting booked, by week, and the pitch changes when the numbers say it should.

What does it cost?

Three plans, Starter, Growth and Scale, sized by how many companies are on the list and how many emails go out a month. The pricing page has the details, and a conversation gets you the plan that fits your market.

See who you could be reaching.

Tell us who you sell to and where. We’ll pull a sample of the companies and contacts AI SDR would find, name the plan that fits, and show you the first pitch.