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Agency OS Acquire

Turn prospecting, outreach, and sales handoff into one operating workflow.

Agency OS Acquire keeps prospect lists, qualification, outreach, conversations, and pipeline on the same record your delivery team uses after the client signs. It is running today as a private pilot, and founding agencies can help shape it.

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Private Pilot Running as an internal private pilot. Outreach sends are not live from the platform yet.

Product illustration
  • Qualified3
    • Roofing co. · North
    • Med spa · Downtown
    • HVAC · East
  • In conversation2
    • Dental group
    • Landscaper
  • Call booked1
    • Physio clinic
  • Won → Onboarding1
    • Law office

Example prospects. Won deals become client records without re-entry.

Built for

  • Agencies building outbound-acquisition systems
  • Lead-generation agencies
  • Sales-development teams
  • White-label growth partners

Primary outcome

Prospecting and sales handoff on the same record your delivery team will use after the client signs.

The problem

Sales learns everything about a client. Delivery starts from zero.

Prospect research lives in a list tool, outreach in a sequencer, conversations in an inbox, and the deal in a CRM. When the client signs, onboarding asks the same questions sales already answered.

  1. Lists scattered across exports
  2. Qualification notes lost at handoff
  3. Outreach disconnected from the pipeline
  4. Onboarding that repeats discovery

From list to client

Sales assets go through review too.

Demo sites, case studies, and opportunity packets are reviewed before they go to a prospect. Case studies are used only when they are verified and approved.
  1. Lists
  2. Qualify
  3. Enrich and verify
  4. Sequence
  5. Conversation
  6. Pipeline
  7. Handoff

Capabilities

What Acquire does today

Every Acquire capability is in private pilot on an internal workspace. Outreach sends are not live from the platform yet.

  • Prospect listsPrivate Pilot
  • Prospect qualificationPrivate Pilot
  • Data enrichmentPrivate Pilot
  • Email verificationPrivate Pilot
  • Outreach sequencesPrivate Pilot
  • Conversations inboxPrivate Pilot
  • Sales pipelinePrivate Pilot
  • VA outreach queuePrivate Pilot
  • Sales assetsPrivate Pilot
  • Handoff to onboardingPrivate Pilot
Available Shipped and used in real production work.Beta Built and tested; early use, still being refined with agencies.Private Pilot Built but gated: enabled only with guided setup for pilot agencies.Planned On the roadmap. Not available yet.

Shared client context

The prospect record becomes the client record.

What sales learns (services, locations, goals, contacts) carries into onboarding, so delivery starts with context instead of a blank form.

  • Business facts
  • Services
  • Locations
  • Contacts
  • Goals
  • Conversation notes

Implementation

How to get involved

  1. 01

    Apply

    Acquire is available to founding agencies as part of the pilot.

  2. 02

    Scope

    We review your outbound motion and the tools you use today.

  3. 03

    Pilot

    Lists, qualification, and pipeline are configured with you.

  4. 04

    Shape it

    Your feedback directly sets what ships next in Acquire.

What to know today

  • Outreach sends are blocked by configuration during the pilot.
  • Enrichment and email verification run outside the platform; Agency OS reads the results.
  • Replies are logged manually; there is no automated reply ingestion yet.

Same platform

Works with

Your agency already has a process.Agency OS makes it repeatable.

Book a Product WalkthroughApply as a Founding Agency