A controlled sales-process infrastructure for Amalia: a set of rules and agents that source the right accounts cleanly, start better conversations with decision-makers, track every relationship as it progresses, and improve the process over time. The map below shows how it fits together.
The Research Agent staging layer cross-references every contact against Amalia's live database before it can enter a campaign. Zero duplicates, no list pollution, and continuous data-quality enrichment built in from the start.
02 - Example Target Accounts
The Quality Director and IT Director jointly own the buying decision: the Quality Director holds the budget and mandate, the IT Director provides technical sign-off. Targeting both covers the full buying committee, so deals don't stall on a missing approver.
Account Profile
Big pharma - EU / US$100M+ revenueOne account - two contacts
Decision-makers and budget holders only.
Quality Director
Budget holderPrimary target
IT Director
Co-decision makerSecondary target
03 - Example Sales Process Rules
Before any campaign is automated, we define the rules that control the system. These guardrails keep the data clean, the brand safe, and Amalia in control of every send.
Existing customers and contacts on open deals are suppressed automatically. No active relationship ever receives cold outreach.
Warm and cold paths never overlap. A contact sits in one path at a time, so no one is messaged twice for the same thing.
Daily and weekly send caps plus per-contact frequency limits. Volume stays human, deliverability stays protected.
Every signal is validated against the live record before a single message fires. No outreach on stale or unconfirmed data.
Video assets and any new messaging pass a human-approval gate before they go live. Amalia signs off on the voice.
Sending windows respect each contact's working hours and timezone. Do-not-contact requests are honoured permanently.
HubSpot is the single source of truth. Every touchpoint, reply, and status writes back to the CRM in real time.
04 - Campaign Architecture
All touchpoints and signal events sync to CRM in real time
Always-running cold outreach for ICP-fit contacts. Signal monitor runs in parallel throughout - signal fires at any point and the contact moves to Campaign B immediately.
Triggered when a signal fires on a contact in outreach. Thras pre-records 2 videos per signal (8 total). Assets deploy automatically when a signal is detected. The four signals below are illustrative examples from our research - the final signal set is confirmed with Amalia.
EntrySignal fires on contact in outreachExitsReply received - Thras's deskNo reply - 60-day pause
B1 - FDA Inspection
B2 - DSCSA Deadline
B3 - Annex 11 Update
B4 - Director Job Move
Contacts already connected to Amalia run on their own track. They may already know the brand, so they skip the cold opener and get a shorter, relationship-led introduction that builds on the existing connection. Kept fully separate from cold outreach to avoid mismatched messaging.
EntryExisting connection / warm networkExitsReply received - Thras's deskSignal fires - Campaign B
* Campaign segments and signals shown are examples based on research. We work with you on segmentation and targeting.
05 - Relationship Logic Layer
Signals do not only trigger campaigns. They feed a decision layer that picks the right next action for each contact, so the system stays relationship-aware, not just campaign-driven.
The system looks at
The signal that firedThe contact's roleThe account's fitPrevious touchpointsLast interaction dateReply historyCurrent CRM status
Then decides the next step
Trigger signal-specific outreachContinue baseline relationship trackPause outreachSurface the contact for manual reviewAdd to relationship watchlistSync the next action into HubSpot
06 - What Lands on Thras's Desk
Every item below is written to the contact's HubSpot record in real time
Who
Name, role, account
Signal
What triggered this
History
Every prior touchpoint
Reply
Full message text
Angle
Suggested response framing
07 - Success Metrics
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Increased reply rate per account
Positive, interested replies, not just opens.
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Amalia stays top of mind
Warm and repeat replies as target accounts remember Amalia across the cycle.
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Right prospects, reached consistently
Decision-makers covered on cadence over the long sales cycle.
08 - Reporting & Feedback Loop
Every campaign, signal, reply, and touchpoint is tracked, so Amalia can see what is working and improve the process over time. Reporting is built in from the start, not bolted on later.
Quality replies. Which accounts and personas are responding positively.
Reply themes. The objections, interests, and buying signals that show up most often.
Signal performance. Which signals create the strongest conversations.
Account coverage. Which priority accounts have the right director-level contacts mapped.
CRM cleanliness. Whether contacts, touchpoints, replies, and statuses are captured correctly.
Next-step visibility. Which contacts need follow-up, pause, review, or reactivation, and whether the team is notified at the right time with the right context.
Launch, measure, learn, refine, improve. The process gets sharper every cycle.