An AI sales stack supports research, drafts and CRM upkeep. Before marketing messages are sent, verify data sources, the permitted channel, consent or an applicable exception, and objections. Automation does not replace these checks.
An AI sales stack supports research, drafts and CRM upkeep. Before marketing messages are sent, verify data sources, the permitted channel, consent or an applicable exception, and objections. Automation does not replace these checks.
Before research and sending: document purpose, source and contact permission; check a central objection list. Process only approved contacts. Block uncertain cases for qualified assessment; human approval does not substitute for consent.
30 minutes one-to-one — pick your own slot
Instead of a fixed weekly session we talk about your case directly: one concrete bottleneck, 30 minutes on Zoom, free and without obligation.
After booking you receive the confirmation with the Zoom link. Free and non-binding, no purchase required.
Select optional tools by task; you do not need every subscription. Checked 16 September 2026. Prices depend on plan, usage, region and billing cycle.
| Task | Tool | Billing and limits | Budget |
|---|---|---|---|
| Research | Clay | Actions and Data Credits are separate; your own API keys do not remove Actions or external provider charges. | Plan + usage + team time |
| Data export | Apollo | Check export credits and plan limits. Standard plans are for internal use; sharing data with customers requires a separate agreement. | Plan + usage + team time |
| Drafts | Claude | Budget chat/team subscriptions and external API usage separately. | Plan + usage + team time |
| Optional video | HeyGen | Native integrations may use regular feature credits; the standalone API is billed separately by usage. | Plan + usage + team time |
| CRM automation | n8n | Full workflow executions rather than individual steps. Include hosting, operations and external API costs. | Plan + usage + team time |
| Meeting notes | Fireflies | Transcription depends on the plan; advanced AI features use separate credits. Initial credits are one-time and shared by the team. | Plan + usage + team time |
After checking contact permission, start with a small approved dataset.
Before research and sending: document purpose, source and contact permission; check a central objection list. Process only approved contacts. Block uncertain cases for qualified assessment; human approval does not substitute for consent.
Choose one task and a budget; check existing CRM features first.
Verify data sources, usage rights and plan allowances. Do not invent personalisation or accept unverified data.
Have people review drafts; test video only as an option. Record the integration route and the credit balance actually charged.
Test CRM suppression lists, failures and spending limits. Measure qualified replies, unsubscribes, working time and total cost.
In outreach the legal frame matters as much as the tool.
Section 7(2) no. 2 UWG generally requires prior express consent for marketing emails, including B2B. Presumed consent for certain B2B phone calls is not email permission. The section 7(3) exception requires all conditions: address obtained during a sale, promotion of the sender’s own similar offers, no objection, and clear objection information when collected and each time used. Sender details and an unsubscribe link alone are insufficient. Assess other countries and channels separately.
This is a test hypothesis, not a guaranteed effect. With lawfully contactable groups, compare qualified replies, unsubscribes and production costs against a text version. Without a reliable comparison, a higher reply rate is unproven.
Matching stacks for other roles — each with a stack table, workflow and common mistakes.
A research stack helps find, organize and analyze material. Reliable results require checking original sources, individual claims and calculations.
A suitable AI stack follows the specific process and its data. A provider name, EU headquarters or self-hosting alone does not establish compliant processing.
Back to the hub with the stack overview and all 7 role-based stacks.
We support sales workflows with documented approvals and CRM suppression lists. Legal suitability depends on the specific use.
Not an independent performance test or a promise of sales results. If plan descriptions conflict, use the specifically confirmed configuration.
Actions and Data Credits are separate; your own API keys do not remove Actions or external provider charges.
Check export credits and plan limits. Standard plans are for internal use; sharing data with customers requires a separate agreement.
Budget chat/team subscriptions and external API usage separately.
Native integrations may use regular feature credits; the standalone API is billed separately by usage.
Full workflow executions rather than individual steps. Include hosting, operations and external API costs.
Transcription depends on the plan; advanced AI features use separate credits. Initial credits are one-time and shared by the team.
Checked on 16 September 2026; general guidance, not approval of a specific case.
Section 7(2) no. 2 UWG generally requires prior express consent for marketing emails, including B2B. Presumed consent for certain B2B phone calls is not email permission. The section 7(3) exception requires all conditions: address obtained during a sale, promotion of the sender’s own similar offers, no objection, and clear objection information when collected and each time used. Sender details and an unsubscribe link alone are insufficient. Assess other countries and channels separately.
Personal data also require GDPR checks: lawful basis, data minimisation, information under Articles 13/14, processor arrangements and any international transfers. After a marketing objection, stop processing for direct marketing (Article 21). A public or purchased address does not establish marketing consent.
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