1. Overview & Context
AI Outreach is a Q1/Q2 2026 initiative to modernise how SYENSQO's Marketing and Communication teams identify, enrich, and engage cold leads at scale. It combines Clay's enrichment capabilities with Salesforce CRM workflows and Smartlead for email sending — all governed by a light Agile delivery model.
1.1 Strategic Goals
- Expand cold lead reach: target leads that have gone cold using AI-enriched signals and structured eligibility rules.
- Eliminate manual data transfers: replace CSV exports/imports with a native Clay ↔ Salesforce connector.
- Real-time Sales visibility: surface outreach volume, reply outcomes, and positive responses in Salesforce dashboards.
- Governance & brand safety: define who can be targeted, how AI agents are identified, and how escalations are handled.
1.2 Epics Overview
Epic | Priority | Goal | Key Deliverables |
|---|---|---|---|
🛡️ Audience Governance | P1 | Target only eligible cold leads; govern AI identity | Eligibility decision tree, campaign checklist, AI identity guidelines |
✅ Deliverability & Data Trust | P1 | Sync Clay & Salesforce reliably via native connector | Connector configured, field mappings, sync runbook |
📊 Sales Visibility | P1/2 | Real-time outreach performance & follow-up visibility | SFDC dashboards: volume, replies, positives, SLA |
🧩 Salesforce Data Model | P2 | Structured, GDPR-safe field set for AI & enrichment | MVP field set, naming conventions, DPO review |
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