How It Works

Your rep and agents, step by step

From outbound prospecting to inbound capture to closed deal — here's what your rep and agent team do every day to grow your pipeline.

Workflow 01

Inbound Capture + Instant Response

Leads arrive from forms, inbound email, chat, referrals, or events. Your agent team auto-confirms receipt (in your brand's voice) and routes to the right qualification lane based on what they know about your buyers.

Output: Lead created + routed + response sent from your email

Workflow 02

Outbound Prospecting + Lead Gen

Your rep doesn't just wait for leads to come in — they actively build your pipeline. They tell their agents what kinds of leads to find, where to look, and how to approach them. Agents handle the volume: collecting prospects, sending outreach from your email domain, and managing the prospecting workflow within RepRelay. Your rep directs the strategy; agents execute it at scale.

Output: Targeted prospect list + outreach sent + pipeline seeded

Workflow 03

Enrichment + Research

Whether a lead came inbound or was sourced outbound, agents enrich every record: company lookup, role and title, funding signals, prior touchpoints, and a likelihood-of-fit score — all built from what they've learned about your business and buyers.

Output: Enriched lead record + recommended qualification approach

Workflow 04

Rep-Led Qualification

Your rep engages where it counts — via email, call, or DM. Agents propose message drafts, surface questions, and summarize replies. When something comes up that your rep isn't in the best position to answer, agents loop you (or your delegate) in directly — so the right information gets to the right place without slowing things down.

Output: Qualification data captured + conversation log + next step

Workflow 05

Deal Development + CRM Handoff

As leads get qualified, your rep adds them to your CRM with full context. Agents develop deals through follow-up, scheduling, and nurture. When it's time for the human conversation — when a prospect needs to talk to your business staff — agents hand off a structured brief: who they are, what they need, and what to pitch.

Output: Qualified leads in your CRM + handoff brief delivered to your team

Workflow 06

Nurture + Pipeline Management

Not ready yet doesn't mean dead. Agents keep the pipeline warm with follow-ups based on timing, budget, and interest level. Your rep checks in periodically and adjusts prospecting strategy based on what's working. Your CRM stays clean and up to date.

Output: Pipeline stays warm without burning your team's time

Getting started is fast

From signup to live pipeline in under two weeks.

Week 0

Setup

  • Connect your email domain and inbound sources
  • Connect your CRM (or we set up a lightweight pipeline)
  • Define your buyers and routing rules
  • Match you with a rep

Week 1

Learn + Launch

  • Rep learns your business with you or your delegate
  • Agent team is trained on your product, buyers, and voice
  • First inbound leads captured and first outbound prospecting begins

Week 2+

Scale

  • Rep refines prospecting strategy based on early results
  • Outbound volume scales as agents learn what works
  • Qualified leads land in your CRM with full context
  • Weekly review: pipeline, conversion, insights
Get Started