STRATEGY AGENT

Meet your 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.

The numbers speak for themselves

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

2x

More meetings

20%

More high-intent replies

3x

Faster meetings booked

WHY START HERE, WITH YOUR STRATEGY AGENT

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

From strategy to execution, each agent plays a distinct role in your unified LinkedIn outbound system.

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.

"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 giving me such a direct ROI."
Jason Malki
Founder & CEO @ StrtupBoost

"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."

Greg Wise
Co-founder @ OneScreen AI
"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."
Eric Kerkes
Director, GTM @ Pursuit

"Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totalling approximately $3.3M in new assets. It basically works for me in the background as I carry on with my normal day."

Sheena Schreiner
Investment Advisor @ Wellington-Altus

"Before CoPilot AI, I wasn't connecting with C-suite executives on a national basis. Leaders in companies that had $35 million to $20 billion in annual revenue was my bread and butter. I didn't want to limit myself to networking events – but instead, scale at a national level."

Karen Brown
CEO @Exponential Results
"In just 6 months, I've had 200 introductions which has led to at least 70 meetings. And of those, I've closed seven new client households with a total of 21 policies. CoPilot AI brings me extra introductions every week that I just wouldn’t be able to get in-person or manually."
Aaron Curry
Partner @ Catalyst Finance Group

"Despite building my company from scratch with 2 business partners since last June, we're projected to hit $800,000 revenue by the end of this year, relying solely on CoPilot AI for my outbound outreach."

Chantil Ellenburg
Co-owner @ Tradewize Recruiting

"Time is really on your side when you're working with CoPilot AI. I used to spend hours and hours on phone calls to nowhere. And with CoPilot AI, I have been able to target effectively. The people I get a hold of are actually, truly interested."

John S. Simpson Jr.
Senior Market Strategist @ Walsh Trading
"I think CoPilot AI does a great job at alleviating all the cumbersome work of prospecting. For a BDR, it's a blessing. A lot of teams still do it manually because they don't have a tool in place."
Anthony D'Silva
Team Lead, Business @Humi Soft Inc.

"Although it's been only 4 months since I started using the platform, business generated through CoPilot AI has grown into 10% of my overall revenue. More importantly, Im getting higher quality leads that refer me to other leads, that refer me to others. It's like a domino effect."

Jim Shagawat
Partner Advisor @ Advice Period

"I've booked 33 meetings & 9 warm leads in just over 60 days. I've even managed to lower my cost per lead to just shy of $18. I wouldn’t be able to achieve anywhere near this prior to CoPilot AI."

Xavier Chang
Principal Consultant @ XC Consulting LLC

"The platform gets better and better. There seems to be a critical mass aspect to CoPilot AI. My search lists are getting better, and my account is becoming more established. I've gotten 40 new connection replies within the last couple of days."

Damir Geljo
VP, Sales @ Omnigence Asset Management

"We've grown tremendously. We grew in 2020, 30%, 2021, 33%, and 2022, 65%. And we have no sales department. I watch a baseball game late at night. I turn on CoPilot AI every night and I go through for about a half hour and I respond to everyone. Can't get easier than that."

John Durante
Principal @ Risk Logic Inc.

Frequently asked questions

Still have questions? Book a free consultation and we would be happy to answer.

What is the Strategy Agent and how does it support outbound sales?

The Strategy Agent is an AI sales agent designed to build a complete outbound sales strategy before any outreach begins. Unlike traditional outbound tools, the Strategy Agent analyzes your business, market, and buyers to define ideal customer profiles (ICPs), buyer personas, positioning, and messaging, creating a strategic foundation for high-performing LinkedIn outbound sales.

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. This approach helps teams using CoPilot AI achieve higher reply rates, stronger pipeline quality, and better ROI compared to other LinkedIn automation tools.

Ready to delegate your outbound to our AI sales agents?

Take a deeper look at AI-powered LinkedIn outbound in action and see how our team of agents helps you:

  • Unlock a personalized LinkedIn outbound strategy in minutes
  • Target and connect with the high-fit, high-value prospects
  • Scale outreach and follow-ups while keeping it human
  • Book consistent meetings on autopilot