Outbound, pipeline and sales automation
Build an outbound process your sales team can follow. Levered connects account research, outreach workflows and CRM handoffs, with review before messages are sent.
Aux needed one operator across several different client problems
Aux owned the client relationships. Delivery spanned paid search, measurement and website work across several PE-backed companies, each with its own systems and reporting needs.
Levered worked inside the partner’s cadence, handling implementation and preparing weekly readouts. Four concurrent workstreams in 2026 included distributor acquisition measurement, an industrial funnel diagnostic and fintech tracking repair. Each has its own outcome; they are not combined into a portfolio return.
Historical partner-delivery model. Aux retained the client relationship; end clients remain anonymized. One of the four workstreams subsequently closed.
Read the case study and measurement contextWhat the work involves
Scope of work
- 1.Define buyer criteria and research steps
- 2.Build reviewable outreach and handoff workflows
- 3.Connect activity to pipeline records
What we need to begin
- 1.Approved target criteria, account access and a sending review process
How we evaluate progress
- 1.Relevant replies, conversations, opportunities and delivery health
What you get
- A prospect eligibility and research workflow
- Reviewable outreach and sequence drafts
- A CRM handoff and follow-up process
- Data sourcing, sending permissions and delivery health need review. Prepared records and campaign creation do not prove messages were delivered or read.
Where we might start
Build a prospect research and review queue for one buyer segment. Keep identity, relevant context, exclusions, approved messages and pipeline follow-up connected.
Common questions
Does automation mean messages go out without review?+
No. Research, drafting and queue preparation can be automated while sending stays within the agreed approval process. A staged campaign is not a delivered message.
Can we automate follow-up as well as research?+
Yes, within agreed permissions, suppressions and review gates. Keep the actual message and recipient approval separate from scheduling or queue preparation.
Related services and evidence
Revenue
Help sales reach the right accounts and move opportunities forward. Levered supports account-based campaigns, outbound, sales materials and customer expansion.
Account-based marketing
Reach the companies you want to win with campaigns built around their needs. Levered connects account research, relevant content and sales follow-up.
Expansion and upsell campaigns
Help existing customers discover the next product or service that fits. Levered builds expansion campaigns around customer needs, purchase history and sales follow-up.
Sales collateral and enablement
Give salespeople materials that help a buyer make a decision. Levered develops presentations, case studies and follow-up content around the questions that come up in real deals.
Embedded Growth Operator for a PE Consulting Firm: Four Clients at Scale
Aux needed delivery support across several PE-backed clients. Levered handled paid search, measurement and site work within the partner’s existing client cadence, supporting four concurrent workstreams in 2026.
Let’s talk about what you need
Tell us what you need to change. We’ll talk through the work and whether Levered is a fit.
Book a callRather talk? Call (310) 745-0014 anytime.