Agency Pipeline Automation
Table of Contents
Overview / Overview
Agencies often face problems such as limited manpower, large number of clients, and high pressure on bookings and income.
Agency Pipeline Automation integrates re-interactive emails, reminder templates, recommendation terms and other playbook to provide a set of reusable multi-client working methods to ensure that each email is continuously produced and each lead can be followed up.
Service object / Who It’s For
- Outsourced outreach/appointment service team
- Manage recommended and channel sharing partners
- Revenue teams requiring multi-workspace governance and data standardization
Core Workflow / Core Workflow
Create database｜Lead Intelligence
- Automatically search, filter and enrich contacts by each customer’s ICP using a lead intelligence network
- Ensure list is verified, hard bounce <1%
Arrangement｜Sequence Orchestration
- Reuse re-interaction and reminder sequences to reactivate stagnant threads
- Continuously run cold start activities to achieve continuous pipeline growth
Creative QA
- Use responsive email engine to unify templates to ensure consistent display on different devices and clients
- A/B testing to optimize themes, CTAs and content
Referral & Partner Tracking
- Embed PartnerStack disclosure and commission tracking in sequences
- Automatically generate recommendation reports so partners can participate with confidence
Success Metrics / Key Metrics
-Email response rate and number of meetings per customer
- Contribution of different sequences to ROS
- Income from recommendations and complete audit records
This solution can be shared directly with agency teams or customers, demonstrating how Dureach uses AI agents to ensure continuous pipeline output and visualized ROI** in a multi-customer, multi-sequence environment.
AI agents enrich customer information, analyze personas and signals, craft personalized copy, and reply instantly.