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All Work
AI-Enabled Outbound & Demand GenConsumer Brand

AI-Enabled Outbound Engine for a National Consumer Company

After running the strategic market map and profit-pool analysis, we built the AI-native outbound engine to capture the opportunity it surfaced — matching the client's account base to its sponsorship partners, firing personalized co-branded campaigns off the seasonal calendar, and routing ready-to-close deals to the right channel.

$0M+Revenue Opportunity Sized
0K+Client Accounts Mapped
0Sponsorship Categories
0+Expert Interviews
The Challenge

The licenses were there. The motion to monetize them wasn't.

The client held co-branding rights across major sponsorship partners and a large corporate account base — many of whom were already partners. Every season opened multiple co-branded buying occasions per partner. On paper, a multi-hundred-million-dollar opportunity.

But connecting those two lists, generating co-branded creative, timing outreach to the right occasions, and managing per-partner licensing complexity was too manual for the existing sales structure to execute. The opportunity was real — the outbound engine to capture it didn't exist.

The Approach

From strategic diligence to a live, AI-native outbound engine

We started with the market map and profit pool — which surfaced this play and sized it — then stayed on to build the engine. A stage-gated path: diagnose the value, build against validated scope, roll it into the workflow, then operate and improve it as data compounds.

Phase 1
Diagnose & Diligence

Mapped how co-branded licensing actually works inside the business — process, people, technology, and numbers. Validated the build scope and sized the business case off real occasion volume and conversion assumptions.

Phase 2
Product Build

Built the outbound engine end to end: partner-to-client matching, value ranking, automated co-branded creative generation, rules-aware pricing, and seasonal campaign assembly — proven on a handful of live marquee moments.

Phase 3
Rollout & Change

Embedded the engine into the AEs' daily workflow, drove sustained adoption, and captured the first round of improvements from live performance data.

Phase 4
Operate & Improve

Ran and improved the live system in production — continuous iteration on ranking, generation, and conversion as usage and data compound, owned by the team that built it.

The Campaign

Occasion-based outreach, timed to the sports calendar

Every partner has several moments a year where co-branded merchandise is relevant — season openers, marquee events, playoffs, back-to-school, and holiday drops. The engine treats each as a trigger: it matches the partner to the right client, generates the co-branded creative and pricing, and fires a personalized package weeks ahead of the moment.

The creative hook led with the product, not a pitch — a finished co-branded mockup, priced, timed to the moment, ready to approve. Each ready-to-close opportunity routes to the channel that closes it best — and every season compounds on the last.

Existing AccountsThe engine identifies the opportunity, builds the co-branded materials, and hands the rep a ready-to-send package — creative, pricing, and timeline. One click to approve. Largest volume, easiest to activate.
Strategic AccountsFor top enterprise accounts, the engine assembles a full brief — partner status, creative, pricing, compliance, and occasion timeline — and routes it to the enterprise team to take the meeting.
Net-New PartnersMost partners are not yet clients. The engine runs the full cycle — identify, create, outreach, book, close — directly. Largest opportunity, best economics.
Capabilities Demonstrated

The full AI-enabled outbound and demand-gen motion

Concrete proof points across the workflows that drive pipeline creation, conversion, and SDR/BDR productivity.

AI-Assisted Targeting

Matched a large client base against thousands of sponsorship partners, then ranked the highest-value account-partner combinations by value, timing, and likelihood to close.

Signal- & Intent-Based Prospecting

Built occasion triggers off the live seasonal calendar so outreach fires the moment a co-branded opportunity becomes relevant — each partner has multiple buying moments every year.

Personalized Outbound Messaging

Auto-generated co-branded creative and pricing at scale, paired with human-in-the-loop hooks that led with a finished product instead of a cold pitch.

Performance-Driven Sequencing

Engineered a seasonal campaign cadence mapped to the calendar so every occasion compounds — each category, each year, building on the last.

Demand Gen Experimentation

Designed three-channel routing — existing accounts, strategic accounts, and net-new partners — piloted live across a handful of marquee moments to find the highest-yield motion per segment.

Revenue Intelligence & Attribution

Built the bottom-up opportunity model that sized the pool, plus the KPI architecture tying each campaign back to revenue.

The Engine

From a high-volume match universe to a $200M+ opportunity

Match Universe
Accounts × Partners
Priority Targets
Highest-value combos
Seasonal Campaigns
Seasonal moments
Revenue Opportunity
$200M+
Deliverables

What we built and operated

Strategy & Sizing
  • Market mapping and profit-pool analysis (MMPP)
  • Bottom-up opportunity model across categories
  • Prioritized account-partner target list
  • Expert interview program across the organization
The Outbound Engine
  • Account-to-partner matching at scale
  • Automated co-branded creative generation
  • Pricing calculator by category and tier
  • Seasonal campaign sequencing engine
Activation & Operations
  • Three-channel routing and outreach workflows
  • Personalized co-branded outreach packages
  • Compliance and fulfillment coordination
  • KPI dashboards tying campaigns to revenue
Outcome

A repeatable outbound engine against a nine-figure whitespace

The strategy work sized the prize. The engine made it executable — turning a motion the existing sales team could barely run into an automated, occasion-driven outbound system that matches, creates, prices, and pitches at scale. Even modest capture of the whitespace translates to eight figures in net-new annual revenue.

This is what strategy-to-execution looks like. We didn't hand off a deck. We mapped the market, sized the pool, built the engine, and ran it — owned by the team that built it, so it compounds with every season.

Ready to build your outbound engine?