Urban Roots / Sales research & outreach agents
From prospect research to follow-up.
Automated sales research and outreach that supports Urban Roots’ wholesale business, connecting prospect discovery, relevant introductions, and follow-up tracking.
Prospect researchOutreach automationFollow-up tracking
TEAM REQUESTFind relevant wholesale prospects and prepare the next outreach batch.
AGENTResearch business fit, organize contact information, and prepare introductions for the outreach workflow.
01Research fit
02Prepare outreach
03Track follow-up
Prospect research → Outreach → Replies & handoff
The brief
Create a repeatable way to identify potential wholesale accounts and keep outreach moving.
What we built
Set up sales research and outreach automation, with an outreach ledger and reply-handling workflow to support follow-up.
This illustration contains no customer records or actual outreach correspondence.
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