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How Sendoso used AI to automate hyper-personalized outbound

Sendoso's lean Marketing team leans into AI, experimentation and automation to scale their outbound strategy. 

Key Signals
Past Champions
 
 

Playbook Overview

 

When should you run this playbook?

  • You have a ton of buying signals but it’s hard to combine them for more targeted outreach
  • You’re trying to get more results with a lean team 
 

Who to target?

ICP target accounts (excluding current customers) that have signals and/or have relevant tech stack.

 

Playbook goal?

To strategically engage with ICP accounts and buyers that are showing relevant buying signals, boosting their pipeline while staying lean.

 

Responsible teams?

Marketing teams that are responsible for building pipeline through outbound.

Sendoso, the leading gifting platform, wants to boost their pipeline to accelerate growth but needs to do so efficiently. Their marketing team leans into AI and automation to experiment and scale their outbound strategy. 

The Play: Signal-Based Outbound with Gem-E

Sendoso partners with UserGems’ AI agent, Gem-E, to monitor their target accounts for all relevant buying signals. 

Gem-E then creates and prioritizes buyers that Sendoso should engage with. Lastly, it creates and sends emails to those buyers on behalf of Sendoso's BDRs.

Here’s how they did it:

Provide Target and ICP accounts:

Sendoso provided a list of high-priority accounts that their Sales team is going after, and a list of ICP accounts that the Marketing team (and BDRs) are targeting.

Look for People-level Signals:

Gem-E finds any Past Customers/Champions and any New Hires/Promotions at the accounts.

Then it looks for any missing members of the buying group that Sendoso should multi-thread.

Add Relationship and CRM Data:

UserGems syncs with Sendoso’s Salesforce to detect any relationship data or context that would be helpful for the outbound.

For example:

  • If there is a past Closed Lost opportunity & what the closed lost reason was
  • If there are any past Sendoso users at the account to connect them with the new buyer

Draft Personalized AI Messaging:

Gem-E combines account signals, people signals, CRM context to draft personalized AND relevant emails for each prospect.

It then sends these email sequences on behalf of Sendoso’s sellers. Sendoso fully automates this step through Outreach and Instantly, removing all manual work for their BDRs and AEs.

Add Strategic Gifting 

By combining signals surfaced by Gem-E with Sendoso’s Smart Send AI, Sendoso will include links to personalized gifts. 

For example, when a decision-maker starts a new role, Smart Send AI can trigger a thoughtful, tailored gift aligned with the outreach messaging. This additional layer of personalization not only strengthens engagement but also creates a memorable touchpoint for the prospect.

Example:

Example:

The Results: Personalized & Relevant Outreach That Feels Human

After launching this play, Sendoso created 47 opportunities in 30 days. 

In addition to the pipeline related wins (which are great!) Prospects on multiple occasions praised the outreach for being "incredibly well-researched" and "personalized to their needs."

The kicker? These messages were 100% automated by Gem-E. Sendoso’s CMO even received direct compliments about how detailed and thoughtful their SDRs’ outreach was—unaware it was powered by AI.

What Makes This Play Different

While many tools can surface signals, Gem-E’s dynamic AI messaging was the game-changer for Sendoso. Here’s why:

Combines Multiple Signals:

Gem-E doesn’t stop at a single signal like intent or job changes. It combines company signals + people signals + CRM insights—to create outreach that feels deeply personalized.

AI-Driven Personalization at Scale:

Gem-E’s messaging mimics the level of research a human SDR would spend hours doing.

The result? Outreach that’s specific, relevant, and timely—without manual effort.

Seamless Automation:

Messages are distributed automatically through Outreach and Instantly, ensuring SDRs never have to lift a finger.

Here’s how to replicate Sendoso’s success:

Identify High Value Accounts:

  • Use your intent tools to surface in-market accounts, then sync with UserGems
  • Upload your ABM accounts into UserGems
  • Gem-E AI can automatically select good-fit accounts based on your current customers’ ICP

Layer Relevant Signals:

Add people signals (e.g., job changes, new hires, promotions, multi-thread) to give your prospect a message with a clear reason to connect.

Automate the Message:

Connect Gem-E with tools like Salesloft and Outreach to scale messaging without your SDRs worrying about managing another play.

The Takeaway

By combining multiple signals, automating signal-based AI messaging and smart gifting, Sendoso delivered hyper-personalized outreach that felt researched, relevant, and human—at scale.

If you’re struggling to build pipeline and having a lean team, steal Sendoso’s playbook to automate outreach that stands out, human, and drives results.

 

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