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From a cold workspace to a working pipeline in five steps.

All on one data model, with deliverability built into every step rather than bolted on at the end.

  1. Step 01

    Onboard your workspace

    Create a workspace, connect a sending domain and let Outboundrix walk you through SPF, DKIM and DMARC. Invite your team and give each person a role; an API key reaches only the scopes you tick.

    • Guided domain authentication
    • Mailbox connection and pool setup
    • Roles, scopes and audit logging on by default
  2. Step 02

    Bring in the people you want

    Set your ideal customer, then let the lead scraper fill a list from Trusted Leads’ data with people who match it, at a steady pace. Already have a list? Import a CSV of up to 200 MB (by plan), post leads to an inbound URL from any form, Zapier, Make or n8n, use the REST API, or sync HubSpot, Salesforce or Pipedrive. Everyone lands in one People table, linked to their company.

    • The lead scraper on Trusted Leads’ data, by your ideal customer
    • CSV, inbound URL, REST API or CRM sync
    • Companies made from work domains
  3. Step 03

    Build the sequence

    Write a sequence of email steps with a delay before each one. Follow-ups go out as replies in the same thread from the same mailbox, any step can carry A/B variants, and a spam-word check runs as you write. Need branching? Workflows (on every plan) can branch on contact data and wait for a reply.

    • Email steps with delays
    • Threaded follow-ups and A/B variants
    • Spam-word check as you write
  4. Step 04

    Send safely

    Launch from a rotated mailbox pool. A send schedule ramps every mailbox from 7 to 25 a day over three weeks, rotation spreads volume, and every send checks the mailbox’s authentication and the suppression list first. A campaign pauses itself if its bounce rate reaches 6% once 200 people have been emailed.

    • Rotated mailbox pool
    • Send schedule: 7 to 25 a day, never more
    • Auth and suppression checks per send
  5. Step 05

    Work the replies and the pipeline

    Replies from every connected mailbox land in one inbox, and a real reply stops that person’s sequence, or everyone’s at their company if you choose; auto-replies do not. Switch on the reply agent and it labels each reply, opens a deal and a task for an interested one, and drafts your answer for you to approve. Deals move on the pipeline board, and a won deal makes the person a customer and pauses their sequences.

    • Unified inbox across mailboxes
    • The reply agent: labels, deals, tasks, drafts
    • A pipeline that updates itself

No tool-juggling and no Friday export ritual. Every action a rep takes happens on the same records and shows up everywhere at once.

  1. 09:00

    Open Home, not five tabs

    A rep starts on one screen: the drafts the reply agent left under Needs you, the campaigns sending and the deals by stage. No exports, no tab-switching.

  2. 09:40

    Add a fresh list

    They set the filters for their ideal customer and the lead scraper fills a list at a steady pace, or they import a CSV. Adding the list to a campaign is one step.

  3. 11:15

    Sends just work

    Steps go out through the mailboxes you connect — Gmail, Microsoft or SMTP — with rotation and per-mailbox limits handled for you.

  4. 15:30

    Approve, qualify, advance

    The reply agent has labelled the day’s replies and drafted answers. The rep approves or edits them in the thread, and moves the deal the agent opened a stage. Nothing is entered twice.

No exports

Every step reads and writes the same records. There is no CSV between import and sequence.

No glue jobs

Deliverability, CRM and reporting are part of the system, not integrations you maintain.

No reconciling

Pipeline numbers come from the same records the work happens on, so nothing drifts in an export.

Prefer to drive it by API? Read the docs

Go from zero to a live sequence today.

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