The Outbound Starter Kit

Simple outbound tools for Consultants & B2B Pros.

The Outbound Starter Kit is a lightweight, self-serve outbound system you run yourself — sourcing, tracking, follow-up, and reporting, all inside tools you already use. No retainer. No managed service. Just the process top performers use, built on what actually moved the needle after testing AI across the full outbound pipeline — not what looked good in a demo.

Get early access to the Kit and tell us what's actually useful.

The problem

You don't need a full agency. You need a system that doesn't take a team to run.

You know how to close. What's missing is a repeatable way to find the right people, stay on top of replies, and keep your pipeline moving — without hiring an SDR or duct-taping together five tools.

No simple way to source prospects

Manually searching LinkedIn or directories one by one eats hours you don't have — and most "scraping" tools sit in a legal gray area you'd rather avoid.

Leads tracked nowhere, or everywhere

A few names in a notes app, a few in your inbox, a few you just remember. Nothing in one place means nothing gets followed up on.

Replies fall through the cracks

A prospect responds and it sits in your inbox for three days. By the time you follow up, the moment's gone.

No visibility into what's working

Without basic reporting, you're guessing whether your outbound is actually producing anything.

What's in the Kit

A lightweight outbound system, built in tools you already have.

Everything runs on Google Sheets, Gmail, and Apps Script — no new software to learn, no per-seat subscriptions, no vendor lock-in. Built to be compliant with platform terms of service and prospecting/data privacy law from the ground up.

Compliant Sourcing Tool

Pulls business and contact data from verified, terms-of-service-compliant sources (like the Google Places API) — no scraping, no gray-area data brokers. Tagged automatically by industry and location.

Deal & Lead Tracker

One sheet for every prospect: stage, next step, deal size. Replaces scattered notes with a single source of truth.

Referral Partner Tracker

A simple table to track who's sending you warm intros — so referral relationships get nurtured, not forgotten.

AI Reply Classifier

Reads every inbound reply, automatically sorts it into a category — positive, negative, out-of-office, not interested, wrong person — and triggers a pre-written response matched to that category. No AI-generated replies, no guessing what happens next — just the right templated response, sent automatically based on what the reply actually says.

Manual Capture Tool

For when you're browsing LinkedIn, a job board, or a directory yourself — log a prospect in one click without breaking your flow.

Booking & Reporting Sheet

Tracks calls booked and gives you a simple weekly view of what your outbound is actually producing.

Where AI actually helps (and where we didn't use it)

We tested AI across the entire outbound process before building this.

Most of it didn't hold up — autonomous agents that send weird emails, chatbots that lose deals, multi-agent systems that look great in a demo and break in production. Every time we tried to remove a human from the loop completely, results got worse.

What did work: AI making specific steps faster, not replacing the process.

Enrichment

Pulling hiring signals, funding news, and tech stack so you're emailing people who have a reason to care right now.

Reply sorting

The AI Reply Classifier flags positive, negative, and out-of-office replies and triggers a pre-written response for each category, so nothing sits in your inbox for three days.

Copy testing

Generating multiple angles fast so you can kill what's not working sooner.

The Kit is built around that lesson. It's still a process you run — find the right people, say something relevant, follow up, get on a call. AI just removes friction from the steps that benefit from it.

Compliant by design

Built to keep you compliant, not just productive.

Outbound only works if it doesn't put you at risk. Every tool in the Outbound Starter Kit is built around:

No scraping

Sourcing tools pull from approved APIs and public data sources, not scraped or purchased lists.

Email & messaging compliance

Sequences are built with CAN-SPAM and opt-out requirements in mind from the start.

Platform terms of service

Outreach methods are designed to respect LinkedIn, Google, and email provider usage policies, so your accounts stay in good standing.

Data handling

Prospect data lives in your own Google Workspace, under your control, not on a third-party platform.

Who the Kit is for

Consultants · B2B Pros.

Built for people who already prospect for themselves and want a simple, repeatable system — not a managed service or a sales team. If you're a solo operator or small team doing your own outbound, this is built for you.

Consultants
B2B Pros
Who it's not for

If you're looking for a fully managed, done-for-you lead gen service, this isn't that. The Kit is a set of tools you run yourself — we'll show you how to set them up, but you (or your team) are the one sending and following up.

How it works

From templates to a working pipeline — at your own pace.

01

Get the Kit

Get the Sheets templates and Apps Script files for your role — pre-built, ready to customize.

02

Set it up in your Workspace

Connect it to your own Google account and Gmail. No new platform to log into.

03

Customize for your ICP

Adjust the sourcing fields and tracker columns to match who you're targeting.

04

Run it yourself

Source, track, follow up, and report — all inside the system, at your own pace.

FAQ

Questions, answered.

Do I need to know how to code?

No. The Kit uses Google Sheets and Apps Script, but everything is pre-built — you customize fields and settings, not code.

Is this compliant with LinkedIn / email / data privacy rules?

Yes — sourcing avoids scraping in favor of approved APIs and public data, and outreach sequencing is built with CAN-SPAM and platform terms of service in mind.

Is this a managed service?

No. The Outbound Starter Kit is a self-serve toolkit. You run your own outbound — the Kit gives you the system to do it efficiently and compliantly.

What tools do I need already?

Just Google Workspace (Sheets, Gmail) and a few minutes to set things up.

Does the AI Reply Classifier write replies on its own?

No. It classifies the reply and triggers a pre-written, pre-approved response based on that category — it's not generating freeform text. That's intentional: autonomous AI-generated replies are exactly the kind of automation that fell apart in our testing. You write the responses once; the Kit just knows which one to send and when.

How is this different from a CRM?

It's lighter-weight and built specifically for outbound prospecting — sourcing, sequencing, and reporting in one place, without the overhead or cost of a full CRM platform.

Contact

See the Kit. Try it out. Tell us what's useful.

Reach out and we'll walk you through the Outbound Starter Kit and talk through what would actually help your workflow as we build this out.

Email us: teambrandversa@gmail.com

Get early access

Join the early access list.

Leave your name and email — we'll be in touch with the Kit and a quick walkthrough.