Automated GTM agent that discovers companies, finds decision makers, and generates personalized cold emails using AI.
### ๐ FREE Step-by-Step Tutorial **๐ [Click here to follow our complete step-by-step tutorial](https://www.theunwindai.com/p/build-an-ai-email-gtm-outreach-agent-team) and learn how to build this from scratch with detailed code walkthroughs, explanations, and best practices.** An intelligent, fully automated B2B outreach system that discovers companies, finds decision makers, researches company intelligence, and generates personalized cold emails using AI agents. ## โจ Features ### ๐ **Automated Company Discovery** - Uses Exa search to find target companies based on industry, size, and business criteria - Identifies companies showing growth, recent funding, or expansion - Supports multiple company categories: SaaS/Technology, E-commerce/Retail, Financial Services, Healthcare/Biotech, Manufacturing/Industrial ### ๐ฅ **Intelligent Contact Finding** - Automatically discovers decision makers in target departments - Finds email addresses and LinkedIn profiles - Targets roles like CEO, CTO, VP of Engineering, CMO, VP Marketing, Sales Directors, HR Directors ### ๐ฌ **Deep Company Research** - Comprehensive company intelligence gathering - Analyzes website, recent news, product offerings, technology stack - Identifies pain points, growth opportunities, and market positioning - Extracts insights relevant for personalized outreach ### โ๏ธ **Personalized Email Generation** - Creates highly personalized cold emails based on research - Uses department-specific templates for different professional types - Maintains friendly, conversational tone (20-year-old sales rep style) - Avoids corporate jargon and clichรฉs - References specific company challenges and achievements ### ๐ฏ **Smart Targeting** - **Company Categories**: SaaS/Technology, E-commerce, Financial Services, Healthcare, Manufacturing - **Company Sizes**: Startup (1-50), SMB (51-500), Enterprise (500+), All Sizes - **Target Departments**: GTM (Sales & Marketing), HR, Engineering/Tech, Operations, Finance, Product, Executive Leadership - **Service Types**: Software Solution, Consulting Services, Professional Services, Technology Platform, Custom Development ## ๐ ๏ธ Installation 1. **Clone the repository** ```bash git clone <repository-url> cd ai_email_gtm_reachout_agent ``` 2. **Install dependencies** ```bash pip install -r requirements.txt ``` **Note**: Make sure you have Agno version 2.0.4 or higher installed. 3. **Set up API keys** ```bash # Required API keys export EXA_API_KEY="your_exa_api_key" export OPENAI_API_KEY="your_openai_api_key" ``` ## ๐ Quick Start 1. **Run the application** ```bash streamlit run ai_email_gtm_reachout.py ``` 2. **Configure your outreach campaign**: - Select target company category and size - Choose departments to target - Enter your contact information - Describe your service offering - Select personalization level 3. **Launch automated campaign**: - Click "Start Automated Campaign" - Watch as AI discovers companies, finds contacts, researches details, and generates personalized emails ## ๐ Usage Guide ### Step 1: Target Company Discovery - Choose from predefined company categories - Select preferred company size - Specify number of companies to find (1-20) ### Step 2: Your Information - **Required**: Name, Email, Organization, Service Description - **Optional**: LinkedIn, Phone, Website, Calendar Link ### Step 3: Outreach Configuration - Select service/product category - Choose personalization level (Basic/Medium/Deep) - Pick target departments ### Step 4: Generate Campaign - Review your configuration - Click "Start Automated Campaign" - Monitor progress and view generated emails ## ๐จ Email Templates The system includes department-specific templates: ### GTM (Sales & Marketing) - Software Solution templates - Consulting Services templates ### Human Resources - Software Solution templates - Consulting Services templates - Investment Opportunity templates ### Marketing Professional - Product Demo templates - Service Offering templates ### B2B Sales Representative - Product Demo templates - Service Offering templates ## ๐ง Configuration Options ### Company Categories - **SaaS/Technology Companies**: Software, cloud services, tech platforms - **E-commerce/Retail**: Online retail, marketplaces, D2C brands - **Financial Services**: Banks, fintech, insurance, investment firms - **Healthcare/Biotech**: Healthcare providers, biotech, health tech - **Manufacturing/Industrial**: Manufacturing, industrial automation, supply chain ### Personalization Levels - **Basic**: Standard personalization with company name and basic details - **Medium**: Includes recent company news and achievements - **Deep**: Comprehensive personalization with specific pain points and opportunities ## ๐ Output Format Each generated email includes: - **Personalized Email**: Ready-to-send cold email - **Company Research**: Detailed company intelligence - **Contacts Found**: Decision maker information ## ๐ API Requirements ### Exa API - Used for company discovery and research - Get your API key from [exa.ai](https://exa.ai) - Required for finding companies and gathering intelligence ### OpenAI API - Used for email generation and content creation - Get your API key from [platform.openai.com](https://platform.openai.com) - Required for AI-powered email personalization ## ๐ฏ Use Cases ### Sales Teams - Automated prospecting for B2B sales - Personalized outreach at scale - Target specific industries and company sizes ### Marketing Agencies - Client prospecting campaigns - Lead generation for multiple clients - Industry-specific outreach strategies ### Consultants - Business development automation - Service offering promotion - Professional network expansion ### Startups - Investor outreach - Partnership development - Customer acquisition