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Case study · From the Pluris libraryReceipt no. 8701
What sucked

The sales team needed a faster and more consistent way to create personalized outreach emails for prospects.

Before the solution, drafting required the user to manually interpret the prospect's role, persona, company website, industry, email domain, and likely business context before writing the first message and follow-up sequence. This created inconsistency, slowed outreach preparation, and made it harder to validate whether the message was aligned to the prospect's industry and buyer persona. The project was triggered by the need to improve sales outreach quality, reduce manual drafting time, and support better conversion through more relevant first-touch and follow-up emails.

HR & People OperationsSales & RevenueUnder 4 weeks
What they built

RAM Solutions built a Microsoft Copilot Studio agent for the company's sales team. The agent captures structured prospect inputs, name, role, buyer persona, company URL, and industry, and applies a predefined Brand DNA layer (voice, tone, audience, key themes, topics to avoid) to draft one personalized first-touch email and three follow-ups as a complete outreach sequence.

What changed
95% less outreach prep time

Preparing personalized outreach for a 10-contact batch fell from nearly 8 hours to about 20 minutes, roughly 7.66 hours saved per batch.

45 min → 2 min per email

Each personalized email, including follow-up drafts, dropped from around 45 minutes to two minutes or less.

Consistent brand voice at scale

Brand DNA, voice, tone, audience, key themes, and topics to avoid, is applied to every draft, so quality holds as outreach volume rises.

Time to results
Under 4 weeks
Company size
1,001-5,000 people
Project cost
Under $25K
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Who did it
Will Sanchez
Intelligent Automation Architect & Process Transformation Consultant, RAM Solutions

Vetted by Pluris.