Frequently asked questions

We recommend starting with highly repeatable work that follows a consistent process. Think about the steps your team repeats when researching prospects, sending introductions or following up. When the inputs, steps and expected next actions are clear, you have a workflow that can be automated with Lineer. Start with one of those workflows and decide where your team should stay involved.

Outbound can work alongside referrals as a separate sales channel, with insights from each informing the other. Many of our customers focus on both. Insights from referral conversations can help you identify audiences and messages to explore through outbound. What you learn from outbound can, in turn, sharpen how you explain your offer and the introductions you ask for. Each channel contributes its own opportunities while helping you understand your buyers better.

You can assess where Lineer could add value by identifying work that takes up your team’s time and follows the same process repeatedly. Prospect research, cold email outreach and nurture may be good candidates when your team already has a consistent way of doing them. Once you’ve identified a repeatable workflow, explore which steps Lineer could automate and where human judgment should remain. If the process changes every time, clarify it before automating it.

Your team stays in control through shared access to prospect data and configurable approvals for agent actions. You can use the prospect data Lineer provides for your own outreach too. That gives people and agents a common starting point for working with prospects. You can also choose which agent actions require approval, so your team stays involved in the steps you want to review.

Lineer’s sales agents can help with cold email outreach, nurturing prospects and research. Outreach agents help research prospects, draft introductory emails and follow up. Nurture agents help continue existing conversations, while research agents gather context about people and companies. Choose the agent for the job, then set its audience, instructions, tools and approval requirements.

Choosing Lineer means working with a company whose entire business is developing sales agents. We focus our time on how they research, communicate and support sales teams. If you want a company dedicated to that work, that’s what Lineer offers. We also understand the appeal of building your own. That’s where we started. We enjoyed developing sales agents so much that we decided to make it our entire focus. If you’ve built something you want to keep developing, we understand that path too.