Sales & lead generation

Prospecting is research, enrichment, writing and data entry across five tools. Your AI tool can do all of it through Keystile — while your CRM stays clean, your sending domains stay safe, and nothing goes to a prospect you didn’t mean.

Apps to connect

CRM

Find & enrich leads

Outreach & sequences

Meetings & follow-up

Prompts to copy

Build a target list

Using Keystile, find 25 heads of operations at independent wealth-management firms in California
with Apollo, enrich each with Hunter for a verified email, and add them to HubSpot as contacts in
the "Q4 RIA outreach" list. Skip anyone already in HubSpot.

Research before a call

Using Keystile, prepare me for my 2pm with Dana Ortiz at Brookline Wealth: her LinkedIn profile,
the company's recent news, our past emails and HubSpot notes, and three questions to ask.

Draft a sequence (don’t send)

Using Keystile, write a 3-step email sequence for the "Q4 RIA outreach" list about cutting
onboarding time, and load it into Lemlist as a draft campaign. Don't start it.

Keep the CRM current

Using Keystile, take today's Fathom call notes, update each deal's stage and next step in
Salesforce, and create a follow-up task for anything promised.

Pipeline check

Using Keystile, list Salesforce opportunities closing this month with no activity in 10 days, and
draft a nudge email for each. Don't send.

Guardrails sales teams turn on

Starting an email sequence or sending to more than 10 prospects at once needs a person’s approval — held for a person
Deleting or merging CRM records in bulk is not allowed for AI agents — stopped
Exporting contact lists with personal details outside the CRM needs a person’s approval — held for a person
Outreach must not claim a relationship, referral or meeting that did not happen — stopped

And a budget on paid enrichment, so a loop can’t burn a month of credits in an hour:

A budget on apollo, clay, hunter, lusha, proxycurl: $150 a month, and $25 a day.