Product
One business, nine stages.
Follow a client from signature to renewal. Every stage runs on the same lead record, the same reply engine and the same cockpit, above the tools your clients already use.
Stage 0 · the system
What sits where.
Sending stays in Smartlead, Instantly, HeyReach and the dialers. Outwire sits above all of them and decides what happens next.
Data in, any source
- CSV / Sheets
- Clay / Apollo
- Copy from anywhere
Sending tools, theirs not ours
- Smartlead
- Instantly / EmailBison
- HeyReach
- Expandi / LGM
- Aircall / JustCall / AI voice
Outwire core
- Connectors
- Unified lead graph
- Relay reply engine
- Guardrails
- Routing rules
- Analytics
- Client workspaces + portal
Where leads end up
- CRM
- Slack / WhatsApp
- Calendar
- Client portal
- Back to sending tools
The journey
From signed client to renewal.
1Sign the client
Capture the promise on day one.
When you close a client, Outwire records the commercial shape of the deal before any tool is touched. Everything downstream reports against it: delivered versus committed, margin, renewal risk. No spreadsheet later.
- Retainer, term, start and renewal date
- Commitment: meetings, positive replies or volume per month
- Channels sold: email, LinkedIn, calling or a mix
- The client gets a portal invite at signature. Transparency starts on day one.
Sign the clientSimulatedNew client record
Acme SaaS
Signed- Retainer
- $6,500 / month
- Term
- 6 months, renews 14 Mar
- Commitment
- 12 meetings / month
- Owner
- AM: Riya · SDR: Tom
EmailLinkedInClient portal: onboarding in progress3 of 6 steps2Onboard in an hour
Onboard in an hour, not a week.
A six-step wizard turns a new client into a configured workspace, a Relay voice profile, live connectors and routing rules. Your account manager answers questions. The platform does the setup.
- Voice profile from three real replies, the top five objections and a banned-phrase list
- Start from playbooks: SaaS founder outbound, recruiting on LinkedIn, local services calling-first
- Every SDR edit to a Relay draft sharpens that client's voice, and only that client's
Onboard in an hourSimulatedOnboarding wizard
- Client basicsOffer, pricing, proof8 min
- ICP and disqualifiersTitles, size, never-contact10 min
- Voice for RelayTone, objections, banned phrases12 min
- Connect toolsAPI keys or OAuth10 min
- Routing and autonomyWhere replies go, what Relay may send8 min
- Portal and reportLogo, recipients, metrics5 min
Workspace live in53 min3Connect the stack
Connect what they already use.
Each client workspace connects to its own sending tools, dialers, data and CRM. Every connector shows live health, so a broken sync is a badge on your dashboard, not a surprise on the client call.
- Three vendors per category, so a throttled API never strands you
- Webhooks where they exist, polling where they don't
- LinkedIn is only reached through vendors like HeyReach, never automated directly
Connect the stackSimulatedConnectors · Acme SaaS
- SmartleadEmailSynced 2 min ago
- InstantlyEmailSynced 3 min ago
- HeyReachLinkedInSynced 1 min ago
- ExpandiLinkedInToken expires in 3 days
- AircallCallingSynced 6 min ago
- HubSpotCRMConnected
4Launch campaigns
Launch wherever campaigns live.
Lists come from Clay, Apollo or a spreadsheet. Copy comes from a writer, a GPT or the client. Campaigns are still built in the sending tool. Outwire mirrors them, checks them, and starts tracking the moment they go live.
- ICP match against what the client defined
- Collision check: already in another sequence, channel, or in the CRM as a customer
- Suppression for do-not-contact, competitors and open pipeline
- Copy scanned against the client's banned phrases
Launch campaignsSimulatedPre-flight · campaign mirror
SmartleadAcme · Q4 founders · 1,240 leads- ICP match96% of list fits the client's ICP
- Collision14 already in a HeyReach sequence, removed
- Suppression3 competitors, 2 open deals excluded
- Copy scanNo banned phrases found
Cleared for launch. Tracking starts when it goes live.
5Relay handles replies
Relay handles every reply.
A reply lands from any channel. Within seconds Relay has classified it, scored intent, drafted an answer in the client's voice, and decided whether it can send alone, needs one tap, or needs a human. Every decision is logged.
- Under 80 words, one next step, matched to the prospect's register
- Never invents pricing, dates or names
- Reads the full cross-channel thread and how similar replies were handled before
- Unsubscribe and legal words freeze every sequence for that person, everywhere, instantly
Relay handles repliesSimulatedRelay decision flow
6Leads get routed
Routing rules you can read out loud.
Rules are plain sentences your account manager sets per client. Hot leads land in the client's Slack, the CRM and the calendar. No Zapier, no n8n, no "who owns that automation".
- Interested replies post to Slack, open a CRM deal and pause other channels
- Referrals become new, enriched leads linked to the referrer
- A sending tool only knows its own sequences. Outwire knows the person, so it can stop them all.
Leads get routedSimulatedRouting rules · Acme SaaS
When a reply is Interested (score over 70)
thenPost to client SlackCreate CRM dealPause other channelsWhen a prospect replies on any channel
thenStop every other sequence, in every toolWhen the same person is in two clients' lists
thenFlag conflict before either sends
7Guardrails watch infra
Know before the domain burns.
Most agencies find out a domain is burned when the client asks why replies stopped. Outwire reads the health signals every tool already exposes, warns days earlier, and attaches the fix.
- Email: bounce trends, spam complaints, blacklists, warmup health
- LinkedIn: acceptance decay, pending invites, vendor restriction warnings
- Calling and data: connect rate, number reputation, list quality, credit burn
Guardrails watch infraSimulatedGuardrail alert
outreach-acme.com bounce rate 6.1% over 3 days
Pause the two mailboxes on it and rotate to the reserve domain.
8Cockpit and reports
Every client on one screen.
The founder's morning view across every client, channel and tool: what was delivered, what is at risk, and the three things to fix today. Each client sees the same view scoped to them, plus a white-label report every Monday.
- Funnel by channel, campaign, sender and SDR
- Delivered versus promised, per client, live
- Ask in plain English from Slack or Claude: "Which clients are behind on meetings this month?"
Cockpit and reportsSimulatedAgency cockpit · last 30 days
Positive replies
412
Meetings
96
Cost / meeting
$118
Meetings delivered vs promised
- Acme SaaS14/12
- Northline Recruiting9/10
- Bharat Logistics5/12
- Finwell Advisors11/10
9Renew and scale
Walk into every renewal with proof.
The loop closes at renewal. Outwire hands your account manager the ROI story, and hands the founder the numbers to decide which clients to grow, fix or drop.
- Renewal pack 30 days out: meetings versus promised, pipeline created, cost per meeting, best angles
- Margin per client: retainer minus tools, data credits, SDR time and Relay usage
- Anonymised network benchmarks by industry, channel and offer
- Turn on LinkedIn or calling for a happy client without changing anything else
Renew and scaleSimulatedRenewal pack · auto-generated
Acme SaaS
Renews in 30 days · sent to Riya
- Meetings delivered
- 41 of 36
- Pipeline created
- $412k
- Cost per meeting
- -12% trend
- Margin
- 58%
Recommended next quarter
Email is proven. Add LinkedIn upsell
Try Relay
Pick a reply. Watch Relay decide.
Classification, intent, confidence and tier, then a draft in the client's voice, or a hard stop.
Pick a reply
Relay · live decision
Maya Chen, Head of Growth · Email via Smartlead
“Sounds interesting, can you send pricing?”
Pricing is on this client's human-only list. Relay never invents numbers, so it prepares notes for the SDR and sends nothing.
Notes for the SDR
High intent: Maya opened all three emails and clicked the case study. Playbook says share the pricing one-pager and offer a 20-minute call with two slots from the client's calendar.
- Slack alert to #acme-leads
- CRM deal created: Replied
- LinkedIn steps paused
- Reply delay
- 2–9 min
- A random pause after the prospect writes, so replies never land seconds later.
- Send window
- 08:00–18:30
- Monday to Friday in each client's time zone. Outside it, replies wait for the next opening.
- Auto-send cap
- 60 / day
- Per client. Anything past the cap waits for a person.
- Approvals to autopilot
- 5
- Every client starts in training. Light edits count, heavy rewrites reset the streak, and a manager confirms the switch.
- Misses to go back
- 2 of 10
- Two bad drafts in the last ten put the client back in training, automatically.
- Stalled replies
- 3
- Three replies that go nowhere and a person takes the thread.
- Words per draft, max
- 120
- One question, no em dashes, no "circle back". Checked before anyone sees it.
- Bounce warning
- 3% × 3 days
- Checked hourly, with LinkedIn acceptance, pending invites and connect rate.
See your agency on one screen.
Connect the tools you already pay for. Your first client is onboarded in about an hour, and every reply is handled from then on.