Pactag Technologies
Est. 2021 · Boulder, CO · Privately heldStart a conversation
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Pactag
Client-facing systems

IntelliReach Agent.

Founder, B2B servicesUnited States.

Time on lead research

Hours → minutes

First-email quality

Founder-grade

A · Challenge

Outbound was generic and labor-intensive. The founder spent hours each week researching prospects, copy-pasting context, and writing first emails by hand. The few replies that came back rarely justified the time.

B · What we built

A description of the system itself — what it does, what it touches, and where it lives in the business.

  • 01

    Sourced leads matching the firm’s ideal customer profile and pulled enrichment from LinkedIn and the prospect’s public web footprint.

  • 02

    Built a model-driven personalization layer that reads recent posts, role context, and company signals before drafting.

  • 03

    Drafted first-touch emails in the founder’s voice — never templated — and queued them for review or scheduled send.

  • 04

    Logged every outreach in the CRM with the personalization rationale, so reps could pick up the conversation without re-reading the lead.

C · What it does now

Observed outcomes in the running system. We deliberately do not publish numbers we cannot verify.

  • Cold-outreach research collapsed from hours per week to a single review pass.

  • Each first email references the prospect’s actual context, not industry boilerplate.

  • Sales operators stopped writing first drafts and started editing them.

D · Built on

The tools wired together for this engagement. Selection is driven by the work, not by a preferred-vendor list.

ClaudeLinkedIn enrichmentMake.comHubSpotGmail API

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