How ZPT Works

AI agents that chain multiple steps together autonomously. Source, research, qualify, draft, follow up. Just like a human sales rep would.

The sales pipeline

Find Prospects

Source leads from LinkedIn, directories, maps, conferences, and competitor intel.

Enrich & Qualify

Build full profiles with decision-maker data, company intel, and ICP scoring.

Personalized Outreach

Draft emails using the company's voice, positioning, and prospect research.

Manage Pipeline

Track activity, follow-ups, and sync with your existing CRM (HubSpot, etc.).

Find Prospects

Source leads from LinkedIn, directories, maps, conferences, and competitor intel.

Enrich & Qualify

Build full profiles with decision-maker data, company intel, and ICP scoring.

Personalized Outreach

Draft emails using the company's voice, positioning, and prospect research.

Manage Pipeline

Track activity, follow-ups, and sync with your existing CRM (HubSpot, etc.).

ZPT Sales

Managed sales operations from sourcing to closed deal.

Connect existing tools

HubSpot, Apollo, LinkedIn, Google Maps, email. No migration. No new software.

ZPT sources and enriches prospects

Multi-channel sourcing: LinkedIn, directories, maps, conferences, competitor intel, job postings.

Personalized outreach, ready for approval

Every draft uses the company's voice, positioning, and specific prospect research. Nothing generic.

Pipeline managed end-to-end

Full activity logging, follow-up tracking, CRM sync, weekly reporting.

ZPT Advisory

Consulting for companies that want to build and run their own agentic workflows.

+Deploy a local, structured folder system tailored to the company's workflow
+Not limited to sales: marketing, content production, business plans, operational tasks
+Connect AI agents to existing tools while keeping data local
+Ongoing support and periodic updates as the system evolves

The ZPT folder structure

Every ZPT deployment runs on top of a structured local folder. This is the foundation: organized, transparent, and fully customizable to match any workflow.

project-name/

account-management/CRM — Prospect data and profiles, organized by pipeline stage

company-context/Context — What the business is: overview, product, ICP, positioning

skills/Standards — How output should look: templates, formats, quality rules

memory/Memory — Lessons learned, preferences, patterns discovered over time

output/Deliverables — Drafts, content, reports ready for review

workflows/Processes — How tasks get done: step-by-step procedures

mcp/Tools — Available integrations and tool configurations

CLAUDE.mdInstructions — Operating instructions for the AI agents

The structure above is an example. Every deployment is customized to match the company's actual workflow, tools, and processes. The customization options are virtually endless.

Enrichment templates

The company provides content and guidelines. ZPT turns that into structured, actionable intelligence.

Company	Contact	Role	Email	Status
Acme Corp	Jane Smith	CRO	jane@acme.com	Verified
Beta Inc	Tom Brown	VP Sales	tom@beta.io	Enriched
Gamma SA	Lisa Muller	CEO	lisa@gamma.de	Verified
Delta Ltd	Mark Roberts	Head of Sales	mark@delta.co.uk	Pending

Templates are fully customizable. Each client defines their own fields, scoring criteria, and output format.

Getting started is fast

ZPT needs context about the company, the ideal customer profile, and the tools already in use. Most onboarding completes within a few days. The more detailed the input, the better the output from day one.

Pricing

A fraction of what a single SDR costs.

Starter

~$300/mo

+Sourcing
+Enrichment

Get Started

Growth

~$600/mo

Everything in Starter, plus:
+Outreach drafting
+Pipeline management

Get Started

Full Service

~$1,000/mo

Everything in Growth, plus:
+CRM sync
+Content creation
+Meeting support

Get Started