02
Engagement · v. 2026.1
Conversation Engine

Activity into
qualified conversations.

AI personalization at scale, multichannel sequencing, and reply intelligence — engineered as the engine that turns outbound activity into briefed meetings and marketing signal.

Engagement
$40k – $90k
Install
60 days
Who it's for
Teams with activity, no qualifying system
Exhibit 02The Situation · what we keep finding on call onev. 2026.1
The Situation

You have activity. You don't have a qualifying system.

Messages go out. A few replies come back. Some are interest, most are noise, and there is no consistent way to tell them apart at the moment they land. The good replies get cold while someone manually triages an inbox.

Meanwhile, the personalization layer is a {first_name} token, the sending posture is one shared domain, and the marketing team has no visibility into what the outbound layer is hearing.

CNV.ENG is the engine underneath: AI-written context per account, deliverability-safe sequencing across channels, and reply intelligence that classifies, scores and routes every response — into sales and into marketing.

Exhibit 02bEngagement schematic · conversation enginev. 2026.1
Engagement Schematic

The shape of the install, end to end.

The four phases of the engagement at a glance. Each phase below ships with its own exhibit, scope, and handover artefact.

ENGAGEMENT SCHEMATIC · CONVERSATION ENGINEConversation Engine
  1. I
    AI Personalization
    Per-account context, written at scale
  2. II
    Automated Sequencing
    Multichannel orchestration, deliverability-safe
  3. III
    Reply Intelligence
    Triage, qualification, routing in real time
  4. IV
    Handover
    Briefed meetings on the right calendar
Exhibit 03What We Install · the three layersv. 2026.1
What We Install

Three layers. One conversation engine.

01 · LAYER 01 · AI.PER

AI Personalization

Per-account research compressed into a single context object — used to write first messages that read as if a human spent 20 minutes on the account, at the volume of automation.

02 · LAYER 02 · SEQ.AUT

Automated Sequencing

Multichannel orchestration across email, LinkedIn and voice — sequenced, throttled and deliverability-safe. Built on top of properly warmed sending infrastructure, not bolted to your primary domain.

03 · LAYER 03 · RPL.INT

Reply Intelligence & Qualification

Every reply is read, classified, scored against your rubric, and routed — to a closer's calendar, to a nurture loop, or to the marketing system as an enrichment signal.

Exhibit 04Cadence · the 60-day installv. 2026.1
The 90-Day Plan

Diagnose. Build. Activate. Optimize.

Phase 01Weeks 1–2

Diagnose

Audit existing activity, sending posture, reply handling. Define the qualification rubric.

  • Activity diagnostic
  • Deliverability audit
  • Qualification rubric
Phase 02Weeks 3–5

Build

Sending infrastructure, AI personalization layer, multichannel sequences, reply triage rules.

  • Domains + mailboxes
  • Personalization layer
  • Sequences built
  • Reply triage live
Phase 03Weeks 6–7

Activate

Sequences go live; replies routed in real time; first briefed meetings hit closers' calendars.

  • Multichannel live
  • Reply ops running
  • Briefed meetings
Phase 04Weeks 8–9

Optimize

Cohort tuning, message iteration, handover. Your team operates the engine from day 61 forward.

  • Cohort tuning
  • Operating runbook
  • Handover
Exhibit 05Delta · before and after installv. 2026.1
Before & After

The outbound function:
today vs. day 60

Five things change inside the outbound layer during a 60-day install. Left: most teams' starting point. Right: what your team operates after handover.

Today · Day 0Fragmented

What you're running now.

  • PersonalizationToken swap, {first_name}
  • SequencingOne tool, one channel, hope
  • RepliesLost in a shared inbox
  • QualificationAnyone with a pulse booked
  • Marketing feedbackSales and marketing siloed
After Techxero · Day 60One system

What you operate after install.

  • PersonalizationPer-account context, generated
  • SequencingEmail + LinkedIn + voice, orchestrated
  • RepliesTriaged, classified, routed
  • QualificationScored against rubric at reply time
  • Marketing feedbackReply signal feeds both
Exhibit 06Handover · what transfers to your teamv. 2026.1
What Your Team Owns After

Installed. Then transferred.

The engagement ends with your team operating the system — not with a retainer that quietly never closes. Everything below is yours: the repos, the docs, the credentials, the playbooks.

01

AI personalization layer

The context-object schema, prompt library, and per-account brief generator — yours, in your accounts.

02

Sending infrastructure

Secondary domains, mailboxes, LinkedIn senders, warmup posture and rotation rules.

03

Sequence library

Every sequence, every channel, every step — versioned, documented, ready to fork.

04

Reply triage engine

Classification rules, routing logic, qualification rubric — wired into your CRM and notification stack.

05

Operating runbook

Daily, weekly and monthly cadence written for the person who operates the engine after handover.

06

Six-month support window

Senior operators on call for tuning, deliverability escalation, and the quarterly optimisation pass.

Exhibit 07Proof · field signal on filev. 2026.1
Proof

Named engagements. Illustrative numbers.

A selection of signals from engagements on file. Full briefs, scope, and quarter-by-quarter cadence live in the case-study room.

Fractile Studio
BIM · VDC Services
12×
Qualified conversation rate vs. prior outbound; reply triage surfaced hidden champions inside target accounts.
Siegel Advisory
Healthcare · FS Advisory
$4.2M
Pipeline attributed to AI-personalized outreach into named healthcare and financial-services executives.
RAPS Consulting
IT Staffing · Workforce
150+
Qualified roles sourced via multichannel sequencing; reply intelligence surfaced hiring signals competitors missed.
Source · engagement archive · audited Q1 2026Open the full archive
Exhibit 08Q&A · pre-engagement questionsv. 2026.1
Frequently Asked

Questions we get before the audit.

  • No. The tool layer is commodity. The engagement engineers the buyer context, the sending posture and the reply intelligence around it — that is what makes the difference.
Exhibit 09Engagement intake · architecture reviewv. 2026.1
Request the architecture review

A written diagnostic of
your conversation engine.

A senior operator reviews your current activity, sending posture and reply handling, and replies within one business day with a written diagnostic and a realistic 60-day forecast.

Senior operator reply · within 1 business day

02 · CNV.ENG

Activity is not the problem. The engine underneath it is.

When personalization, sequencing and reply intelligence run as one system, briefed meetings become a function — not an event.