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.

💡 Why now?
Q1/Q2 have no major campaign waves planned, creating an ideal window to deliver governance, data trust, and integration foundations before scaling resumes. This aligns with team capacity across MARCOM, CRM, IT Infra, DEMAND7, and AI Squads.

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
🚀 Scale Readiness	P2	Infrastructure & data quality to scale 5k → 50k emails	Sending blueprint, normalization rules, sanity checks
✨ Assisted Operations	P2	AI-assisted draft replies (human-in-control)	Ownership model, pilot plan, draft reply guardrails

1.3 Sprint Schedule

Sprint	Dates	Status	Focus
Sprint 0	Feb 2–15	✅ Done	Refinement & Jira setup
Sprint 1	Feb 9–23	✅ Done	Governance foundations
Sprint 2	Feb 23–Mar 9	✅ Done	Clay ↔ SFDC connector
Sprint 3	Mar 9–23	🔄 In Progress	Dashboard build (MVP)
Sprint 4	Mar 23–Apr 6	⏳ Upcoming	Scale readiness
Sprint 5	Apr 6–20	⏳ Upcoming	Assisted operations