# STRATEGY AGENT

## Meet the agent behind your Linkedin outbound sales strategy

The Strategy Agent is the brain of your outbound motion; turning company research into a clear, competitive outbound sales plan.

### Storylane

Storylane is a platform for creating and sharing interactive demos. Welcome to the future of interactive demos.

## Experience Chapters

Pick what you are interested about below

1. **Strategy Agent**: Who learns your persona and business
2. **Targeting Agent**: Who identifies prospects that fit your ICPs
3. **Reply Agent**: Who handles your inbox aiming to book meetings

## The numbers speak for themselves

CoPilot AI clients launch campaigns within minutes and start generating high-value relationships within days. In 2025, we powered:

- **2x** More meetings
- **20%** More high-intent replies
- **3x** Faster meetings booked

## Great outbound is built, not guessed

Your Strategy Agent learns your business inside and out, then turns that insight into action.

### Identifies your ideal customers

Uses your offering, value proposition, and patterns in your market to create high-fit, high-intent customer segments.

### Outlines what matters most

Surfaces the goals, pain points, motivations, and buying triggers of your ideal customers, defining how and when to best reach them.

### Defines how you stand out

The agent takes everything it knows about you and turns it into clear positioning and messaging angles that ensure your outreach resonates.

# UNDER THE HOOD

## The foundation behind your Strategy Agent

The Strategy Agent is built on AI models that analyze your company’s public data and market signals to create the Business Profile that powers your outbound strategy.

### Your online presence

Using your website, LinkedIn presence, and publicly available content, the agent self-trains on how your business is positioned today.

### Market signals in your industry

Monitoring industry trends, competitor activity, and buyer signals, the agent identifies what’s resonating in your market.

### Business Profiles

Using the insights gained, the agent synthesizes them into a structured Business Profile that acts as the foundation of your outbound plan.

## THE FLYWHEEL EFFECT

Three agents working together to scale your LinkedIn outbound

- **Strategy Agent**: Develops your outbound sales plan and shares important details with the Targeting and Reply Agents.
- **Targeting Agent**: Builds high-intent audiences and ready-to-launch campaigns that align with your outbound sales plan.
- **Reply Agent**: Manages prospect conversations using context from the Strategy and Targeting agents to book meetings on your behalf.

## Testimonials

**Jason Malki**  
Founder & CEO @ StrtupBoost  
“I’m always thinking about different ways to connect with entrepreneurs and founders and for me, I like having CoPilot AI be this solution I can depend on. I probably cannot tell you any other software I’ve ever used that’s given me such a direct ROI.”

**Greg Wise**  
Co-founder @ OneScreen AI  
“The best part is I can set it and forget it. I let it run in the background and wait until people come through who are ready to talk. I genuinely use CoPilot AI as if it’s my BDR and that’s how I’ve structured my entire sales organization so far.”

**Eric Kerkes**  
Director, GTM @ Pursuit  
“CoPilot AI is incredible. Since our ICP lives on LinkedIn, it's the perfect way to start conversations without getting lost in an email echo chamber. It works. It's easy to use. It converts meetings.”

**Sheena Schreiner**  
Investment Advisor @ Wellington-Altus  
“Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totaling approximately $3.3M in new assets. It basically works for me in the background as I carry on with my normal day.”

## Frequently asked questions

### How does the Strategy Agent create an outbound sales strategy using AI?

The Strategy Agent uses AI models trained for outbound sales and go-to-market strategy to analyze your company’s public data, competitive landscape, and industry market signals. It synthesizes this information into a structured Business Profile that guides AI-driven outbound targeting, personalized LinkedIn outreach, and campaign execution across your AI sales agents.

### How is the Strategy Agent different from AI SDR or outbound automation software?

Most AI SDR tools and outbound automation software focus on sending messages or increasing volume. The Strategy Agent focuses on strategy and decision-making first, ensuring targeting, segmentation, and positioning are correct before automation begins.