CASE STUDY · NORTHBOUND AGENCY
“Onboarding used to eat two days per client. OUTLNK runs it in under a minute and the kickoff is already on the calendar before I close my laptop.”
DR
0%LESS ONBOARDING ADMIN
0sAVG. RUN TIME
0%KICKOFFS BOOKED DAY-ONE
OUTLNK is an AI agent that takes over the moment your closing call ends — welcome email, client workspace, tracker, and kickoff booked before the rep even logs the win.
A deal flips to Closed-Won in your CRM — or you mark the win by hand. That single event wakes the agent.
It reads the account, picks the right playbook, and drafts every step: who to email, what to schedule.
Welcome email, Notion workspace, Sheets tracker, and kickoff call — done in one run, in your own accounts.
Anything sensitive pauses for a one-tap approval. Everything else just happens. You watch it in the console.
A personalized welcome email goes out from the rep's own inbox the moment the deal closes — not three days later.
Notion space cloned, account brief filled, docs shared. The client logs in to something that already knows them.
The agent reads availability across your team and the client, and locks the kickoff before momentum fades.
A full timeline of what the agent did, for which account, with timestamps — auditable and exportable.
Set guardrails. Anything outside them waits for a human tap. Routine work never does.
No new logins for your clients. The agent acts through the Gmail, Notion, Sheets, and Calendly you already use.
“Onboarding used to eat two days per client. OUTLNK runs it in under a minute and the kickoff is already on the calendar before I close my laptop.”
“The first impression is everything in high-ticket. Clients think we hired a whole ops team overnight.”
“What sold me was the approval step. The agent moves fast but I still sign off on anything that touches the client.”
“It runs inside our own Gmail and Notion. Zero new logins for clients, zero change management. It just works.”