Cold email outreach
Coordinate approved email sequences, sending schedules, and follow-up steps around agency-reviewed messaging.
Pipeline Pilot for Marketing Agencies
AI Lead Generation Software for Marketing Agencies
Pipeline Pilot helps agencies configure team-approved cold email, AI voice-call, SMS follow-up, and appointment-setting workflows for agency new business and client outreach programs. Your agency controls audiences, messaging, schedules, calling windows, escalation rules, and client handoffs.
$597/month · $150 one-time setup · Month-to-month
Agency outreach, configured
Keep new-business outreach in a defined workflow.
Agencies balance their own business development with client delivery. Pipeline Pilot helps an agency configure a consistent outreach process around approved audiences, materials, schedules, and human handoffs.
It supports the outreach and appointment-setting activities that happen before a discovery conversation, while your agency remains responsible for client relationships, sales discussions, and campaign decisions.
AI voice calls
Configure calling workflows, approved calling windows, escalation rules, and human handoffs for the audiences your agency selects.
SMS follow-up
Add consent-aware SMS follow-up and suppression controls to the campaign process your agency manages.
Appointment-setting workflows
Surface interested replies and discovery-call requests with the activity context your team needs to manage the next step.
Two practical agency use cases
Agency new-business outreach
Configure a defined target audience, team-approved messaging, schedules, and handoff rules for your own discovery-call workflow.
Book an agency consultationClient campaign operations
Discuss reseller and campaign-configuration options with Apps2Grow, then manage separate approved audiences, messaging, and handoffs for each client campaign.
Explore reseller optionsYour agency stays in control.
Before outreach begins, your team can review target roles, industries, company characteristics, geography, and contact sources. You approve messaging, schedules, calling windows, escalation rules, and client handoffs.
Review agency and client audiences before campaign activity begins.
Approve email messaging, call guidance, and SMS templates.
Set calling windows, suppression controls, escalation paths, and handoffs.
Manage client relationships, sales conversations, and applicable requirements.
Marketing-agency FAQs
Can a marketing agency use Pipeline Pilot for its own new-business process?
Yes. Agencies can configure approved audiences, outreach materials, schedules, and handoffs for a defined new-business workflow.
Can agencies use Pipeline Pilot for client outreach programs?
Agencies can discuss reseller and campaign-configuration options with Apps2Grow. Each campaign should have its own approved audience, messaging, communication rules, and handoff process.
Which outreach channels can an agency configure?
Pipeline Pilot supports team-approved cold email, AI voice calls, consent-aware SMS follow-up, and appointment-setting workflows.
How much does Pipeline Pilot cost?
Pipeline Pilot is $597 per month plus a $150 one-time setup fee. It is month-to-month, and telephony usage is passed through at cost.
Does Pipeline Pilot replace an agency's sales or account team?
No. Pipeline Pilot supports configured outreach and appointment-setting activity before a human conversation. The agency remains responsible for client relationships, sales conversations, approvals, and applicable requirements.
How does Pipeline Pilot support outreach compliance?
Teams can configure approved audiences, messaging, calling windows, suppression controls, and handoff rules. Each agency remains responsible for applicable requirements in its own and its clients' markets.
See Pipeline Pilot in your agency workflow.
Review the outreach channels, campaign controls, reseller options, and handoff steps that fit your agency.
Related resources: reseller program, Pipeline Pilot pricing, and Pipeline Pilot vs. Artisan.