Deliver work your clients can review and reuse.
An agency’s workflow must fit each client’s market, sources and approval process. The repeatable part is the outcome contract: a checked contact, a useful brief or a reviewed campaign audience. Client-specific rules still belong to that client.
Start with a reviewed outbound campaign or account research. Contact enrichment supplies the audience data, and shared workflows make the delivery process maintainable.
Outcomes for your team
Turn a target market into a reviewed campaign
Connect account selection, contact data and relevant context before a campaign reaches your sending tools.
Illustrative output · Campaign handoff
Audience ready for approval
Checked contacts · relevant context · suppression
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Reach the right people
Turn names and profiles into checked contact details, with a clear reason to accept or hold each result.
Illustrative output · Contact record
Ready for review
Identity matched · work email checked
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Walk into every meeting prepared
Bring account changes, relationship history and open questions into a brief a rep can check before the call.
Illustrative output · Meeting brief
A useful next question
Recent change · prior conversation · source
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Make GTM workflows work for the whole team
Turn useful personal automations into a shared process people can find, review and improve.
Illustrative output · Shared workflow
One process, many users
Shared rules · run history · accountable owner
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Evidence from customer workflows
Adapt’s customer story shows why moving personal automations into a shared workflow helps a team improve the process together. That shared-workflow pattern offers a starting point for a client delivery process.
From outcome to implementation
Open an outcome to see its business context, example and workflow. Its relevant guides contain the procedures and review checks; applicable prebuilt Plays or a custom workflow provide the implementation.
For your first run, use the Deepline quickstart. For an established workflow, follow the guide linked from the outcome you chose.
For client workspace and credential setup, use multi-org setup.