Announcing Trellis

Today we're launching Trellis.

It's the workspace every Lead Line Partners engagement runs in from here on. We built it for a plain reason. When we work many accounts under your sellers' names, you should be able to see all of it, while it can still change. So open Trellis and the work is there: the accounts we picked and why, the emails before they go out, and every reply and call on the person it belongs to. Ask it about any account, person or call and it answers from your own workspace.

Trellis comes with the service. We don't sell it on its own.

The work itself is account-based marketing (ABM) at scale. Companies that sell to buying committees rarely win a deal through a single person, so we work whole accounts, with several people at each, across more accounts than a team could research by hand. And because each account is researched in depth, each conversation starts better, and enough of those conversations build your revenue pipeline.

Each engagement takes the shape of your business, so the work follows who you sell to, how your sellers are organized and how you want to sound. Our team does the research and writes the messages, with AI helping along the way, and Trellis is where that work reaches you. You read it, change it, approve it or send it back, and your decisions return to us. Nothing goes out until someone on your side, or ours, says yes.

The messages go out under your sellers' names.

Why Trellis exists

ABM at scale runs on depth, and depth is a lot of work. Reaching a committee means researching the account, working out who sits on it, and writing to each person in a way that fits their role. We engineer that research into a repeatable process, which is how the depth reaches many accounts at once. But run it across that many accounts and the volume outgrows what anyone can follow from the outside.

So the work has to be visible while it can still change: the accounts before they're chosen, the messages before they go out.

We built Trellis so the work sits somewhere you can open whenever you look. Onboarding starts it: we write your business down, who you sell to, why they buy and how you sound, and you read it in Trellis and add your own directions. Our team's research and drafts come in. And your decisions go back to us: which accounts you want worked, what you changed in a draft, the reason when you say no. So before each new search we read what you decided and changed, and when we send research again, your decisions and edits stay as you left them.

You'll still talk with our team regularly. And in between, Trellis puts each decision in front of you when it's ready. That takes the place of the status meeting.

We don't promise meetings. But Trellis shows you what happened, whatever it was.

What a digital twin is

Outbound from an engagement goes out under the names of your real sellers. Each of them has a digital twin: the identity their outbound carries, with their name, their seat (Demand Gen, BDR, Sales Director, whichever seats you run) and their voice in the first person. One twin per person, and never a shared alias.

Behind each twin, our team researches the account and writes and sequences each message, with AI helping and in that seller's voice, on outbound infrastructure that Lead Line Partners builds and runs. A sequence is one person's emails and steps, in order, and a twin's sequence holds the emails and the LinkedIn steps. Nothing goes out under a twin until your executive or our team approves it.

Your seats are your own, and every step in a sequence names the seat that sends it, so seniority writes to seniority.

But calls stay with your sellers: they place them, and a twin never dials.

Why a twin, and what the buyer sees

A twin mirrors one specific person, so the accountability stays with a person. The name on the email belongs to someone who holds a seat on your team, the voice is theirs, and the relationships are theirs. A buyer who wants to know who's writing can find a colleague with a real role. And a buyer who replies reaches that colleague. The twin starts the conversation, and the seller has it from the first reply.

It's also what lets ABM at scale stay personal. Each person's emails are written from the account's research and that person's role, so one team can cover many accounts while every message still belongs to someone real. And our team carries the groundwork under each seller's name, so your sellers' hours go to the conversations.

What changes for you

One place, from first account to last reply

We find the accounts. You choose which ones we work. Each one arrives on Radar with the reason we picked it, the tier it earned and the dated signals behind both, then waits for you to approve, hold or decline. Nothing arrives pre-approved.

After the send

Replies land on the account's timeline, under the person who wrote them, next to the emails and calls that came before. And a reply pauses that person for every seat, and so does a call that connects.

A selling team for a buying committee

Each person on a committee carries a buying role, and each step in their sequence names the seat that sends it. So your BDR writes to the managers while your Sales Director writes to their vice president.

Every channel in one sequence

Outbound runs under your own sellers' names and seats, through each seller's twin. Email, LinkedIn and call steps run in one sequence. And your sellers' calls land on the same timeline as the emails.

Your day opens on what needs you

Today opens on the decisions waiting on you, then the steps your sellers owe and anything held up, and why. And every change in a person's heat (Cold, Warm, Hot, On fire) is written down with its cause, so a person who warms up arrives with a reason you can read.

Ask, and a brief on the call screen

Ask opens from the top bar on any account, person or call, and answers from what's in your workspace, with the records it read named underneath. When a seller places a call, a short brief titled Before you dial appears on the call screen. During the call, cues can answer from your own documents and name the source. None of it sends, approves or dials. And what a seller wants to keep, that seller pins, saves or adds to a call brief.

Where the AI stops

Our team drafts with AI outside Trellis. Inside Trellis the AI summarizes accounts and people, answers your questions in Ask, prepares a brief for a call and gives your sellers cues during it. It can't send, approve or dial, or change who's in a sequence. An answer stays with the person who asked until they choose to keep it. And every approval has a person's name on it.

Workflows: a digital twin team that mirrors your org

Your selling team already has a shape. Demand Gen opens conversations, a BDR follows up, a Sales Director brings the senior voice, and the seat names are whatever your company uses (they differ everywhere). Each seller on that team has a twin. And each twin works from its own seat.

So a campaign on one account reads like your org chart at work: the twin in each seat writes to its counterpart on the buying committee, in that seller's voice, and every step names the seat that sends it.

Triggers move the account from seat to seat. If a person doesn't reply, the next step goes out. An email opened twice can bring in the next seat, a new signal on the account can do the same, and a booked meeting hands the account to the seller who owns it. Before launch you can read those branches, and each unsent step shows its spacing from the previous step.

And when the next seat steps in, its email goes out as a reply in the existing thread, so the buyer sees one conversation from one company. A step can also copy a colleague from another seat. And Copy Review shows who's copied.

The workflow ends at the handoff to a human, and the handoff is built to be clean. A reply goes back to the seller it belongs to: it opens a thread that seller picks up, and our team can't reply in your name. So the seller starts with the whole history in view, because the emails, the calls and the replies sit on one timeline. Once a seller has the thread, the other seats stay quiet until someone resumes them. The booked meeting goes to the seller who owns the account.

But teams change. When a seller leaves, their twin runs only until its steps are done, and new work goes to the replacement from the start.

Inside Trellis

Accounts and signals

Every proposed account arrives on Radar with its reasons attached.

The card says why we picked it, why it sits in tier 1, 2 or 3, and which dated signals support that, each with its source. A hiring pattern or a change in leadership is something you can weigh against what you already know about your own market. And the date tells you if a signal is fresh or old. (Our team wrote those reasons, with AI, before the card reached you.)

Then you decide. You approve, hold or decline, and a decline carries a reason. And that reason goes into our next search, so the second batch of accounts reflects what you said about the first. When our team approves an account on your behalf, Trellis records who did it and when.

You can add accounts yourself, too. They arrive without our reasons, since we didn't pick them, and they wait for a decision like any other. And when the person or account you have in mind isn't on the list at all, you can search outside it by name or with filters and add the account to Radar. Search for a person and you can add the account they work at, and request research on them. Radar also shows what it watches for, your profile and your signal list, in plain words, so you can see what we're looking for and check it against the accounts we propose.

We keep looking while you work. New candidates arrive as proposals. Full research runs only on the accounts you accept, which keeps the deep work pointed where you've chosen. And before anyone at an accepted account is written to, we check on our side that they still work there. A send waits until that check is on file and current. If it isn't, the send shows on Today as held.

Multi-threaded campaigns

A committee buys, so a campaign writes to the committee. Every account has a committee chart: the people we've mapped, with a mark for how sure we are of each one and a source where we have one. Where the connections between them are our inference, the chart says so. Each person carries a buying role: economic buyer, champion, coach, technical evaluator, procurement or legal, blocker, end user or executive sponsor. And for each value proposition you work, an account shows which of those roles we've found and which are still open, plus how far each person has got: mapped, in a sequence, touched, replied or held. So a champion with no economic buyer behind them is a visible gap, and the open roles shape the next campaign.

What each person reads follows from that role. Every value proposition carries its own buyers and its own messaging, and each person's emails are written from the account research and their role, for the seat that sends them. So a technical evaluator and an economic buyer at the same account read different emails, built on the same research. Seniority writes to seniority: your BDR writes to the managers while your Sales Director writes to their vice president.

Each person's sequence can cross channels. Email starts it. A LinkedIn step, a connect request or a message, shows up on Today for the seller who works that account, and your seller marks it done once it's sent. A connect request waits there until your seller marks it accepted, and an acceptance can move the sequence to its next step. Calls work the same way. And they land on the same timeline as the emails that came before them.

Sequences branch. No reply moves a person to the next step, and a reply takes a different branch. You see every branch before launch. And unsent steps show their spacing relative to the step before them.

Stopping keeps the seats coordinated. A reply usually changes what the next seat should say, so one reply pauses that person for every seat, and so does a call that connects, whatever the outcome, because a seller now has the conversation. They stay paused in every other campaign for your company until someone resumes them by hand. But an out-of-office doesn't stop anything (and if one is missed, it can be marked so the person goes back in). An unsubscribe or a hard bounce blocks the address, and a soft bounce is only stored. A do-not-contact entry stops every seat on every channel.

And warm paths come into the same picture. Your team's connections are matched to target accounts, and you decide whether to pursue one.

A campaign closes on its own once every person in it has finished, and it then shows as Completed with a date. Each person's row says how they finished: all steps done, the sequence ended, the email bounced, they opted out, or they're on do not contact. Add someone to a completed campaign and it opens again. When a campaign ends, its retrospective feeds the next one: our team starts the follow-on, and you approve it again.

Copy Review and approvals

Our team writes every email, with AI, and Copy Review is where you read it. It shows each person's whole sequence word for word, branches included, so you read what that person will read, in order. And each email shows who it comes from and any seats copied on it.

Fix anything in place. Change an email after approving it and the sequence goes back to awaiting review. And one approval covers one person and their sequence.

But launch takes one more yes, from your executive or from our team, and Trellis asks for it twice. That yes also approves any email nobody has decided on yet, so read the undecided ones first. Once an email has gone out, you can't rewrite it.

A do-not-contact entry beats every approval, your executive's included, and every person is checked against the list again before anything goes out. Seats with the right permission can add one themselves. From a person's drawer, Stop lets you pause them with a reason, or set do not contact for the person, the address or, for your executive, the whole company. That entry can't be undone from the drawer. And the same menu lets you flag a person as the wrong fit, as someone who has left the company, or as holding a different title. Left the company pauses them, and you can resume them later.

Every approval records who gave it, in what role, and when, and launch records what it covered. So when someone asks later who said yes to an email, the answer is on file. And your executive can also pause a running campaign.

A decision waiting on you can reach you by email too, so you don't have to be in Trellis to know it's there.

Inbox and timeline

Replies land in Inbox, one thread per person, next to the emails that went out and any calls that happened. When your seller answers, the reply goes from the address the buyer wrote to, so the buyer sees one conversation with one sender.

You can also tell Trellis what kind of reply it was. On a thread that hasn't been typed yet, pick Interested, Meeting booked, Referral, Not now, Not interested, Neutral or Wrong person. And the outcome follows on that person's record.

Committees answer as committees. If a colleague at the account replies on someone else's thread, Inbox says who answered, and the person you wrote to stops too. If a reply comes from an address we can't place, it lands as an unmatched reply with the original message beside it. Nothing runs on it automatically, and you choose whether to stop the sequence or ignore it.

And the Sent tab lists every email that went out, one row per person per sequence. A cancelled sequence stays on the list.

Each account keeps one timeline: emails, LinkedIn steps and calls from every seat, in order.

So when your Sales Director picks up a thread the BDR started, the history is already there, and so is the call that came between. When a seller does something by hand, Log touch puts it there too: an email, a LinkedIn action or a call, what happened and the result. A reply logged that way pauses the person like any other. And when you open a person, every email, phone number and LinkedIn address on record is there, with where it came from and when.

Open an account or a person and you'll find a summary: where things stand and what we've done there. Every number in it is worked out before the AI writes a word. And it draws only on what's in your workspace.

Today is where the day starts. It opens on the decisions waiting on you, then the steps your sellers owe, like a LinkedIn message or a call, and any send that's held. After that come any warm paths, the newest replies and other engagement, and who warmed up or cooled down.

If a send is held, Today tells you. The tile names the person and gives the reason in plain words, like a draft that isn't approved yet or an employment check that is due, and where there's something to do about it, it points to the step that clears it. Some of those steps are yours, like approving a draft in Copy Review. The rest are ours. The tile says so.

Ask

Ask is a button in the top bar. Press it on an account, a person or a call and the pane opens already knowing what you're looking at, with a chip at the top that names it. Type a question in plain words. If the answer needs another record, attach it with @: another account, a person, a campaign or a Brain document. The answer arrives as it's written, with a Sources line naming every record it read.

It answers from what's in your workspace, and it doesn't draft or send anything. And if the workspace can't answer a question, it says so. A tougher question gets a Think harder switch, which gives it more thought before it answers.

Under each answer sit three buttons. Pin to summary puts the question and the start of the answer on that account's or person's summary, where your team reads it. Save as note keeps the answer as a note on the account or person. Add to brief puts it in your next call brief for that person or account. Until then, the answer stays in your own Ask thread.

Calling

Your sellers call from the desktop browser, on a number assigned to them. One of your sellers places every call. None by a twin.

Every seller with a number can also forward it. From their own Profile they turn forwarding on and save a number, and a call they don't answer goes there. It's their setting. They don't need to ask us.

When a seller places a call to someone in the workspace, a card called Before you dial opens on the call screen. It lists the questions that person is likely to ask, what has already been said to them, any steps on hold for them, and answers the seller saved from Ask. A Sources line names the records it read.

Nothing records until the seller presses Record, and only the person on that number can start or stop it. (What the caller tells the other person about a recording is up to the caller.) During a recorded call, the transcript and short AI cues appear on the seller's screen, and no other screen in Trellis shows them. A cue can answer a question the buyer raises from your own documents, with the document named under it. A cue can also offer to go deeper: it shows the question it would ask, the seller can edit it, and nothing runs until the seller presses Ask. And the full answer comes back as an Answer ready cue, with a button that opens it on that call.

Afterward the AI marks a likely outcome and keeps a summary of the call, which it can draw on when you ask about that person. But the outcome the seller logs is the one that counts. The call and its recording then land on the account's timeline, next to that person's emails. That matters most when the next seat picks up the account. It starts from what was said.

Network and warm paths

Your sellers' LinkedIn connections sit in each seller's own account, and cross-checking them against a target list by hand rarely gets done. Trellis does the cross-check.

Upload your connections, or have a teammate share theirs from a link that works once and then expires. A teammate's file is read on their own device, and only one-way fingerprints leave it. Anyone you don't select is discarded.

Connections are matched to the accounts we're working, and the path shows up for the seller who can use it. But nothing is sent from a match: it tells you who knows whom, and whether to pursue it is yours to decide. The same path appears on Today, next to the decisions waiting on you, and when you do pursue it, outreach into your own network goes under your executive's twin, in their voice.

Network maps are built without scraping anyone's connections, and the people who share theirs never become Trellis users.

Measurement and the bill

Each person in a sequence carries a heat: Cold, Warm, Hot or On fire. A booked meeting counts most. Heat fades as signals age, and nobody is scored before they enter a sequence. Repeat opens are capped, so a busy inbox can't inflate a score, and an open that looks like a mail scanner scores nothing (security scanners open mail all the time, and they rarely buy anything).

Every change in heat is written down with its cause, so when a person moves from Warm to Hot you can open the entry and see which signal did it. Nothing tunes itself. Our team sets the levels for your workspace. And you pick how fast heat fades.

Reports run by period, value proposition, cohort and sender seat, with who warmed up and who cooled down. A By sender table shows what each seat did. And a Conversations count keeps a connected call apart from a reply. A short weekly summary arrives by email and in Trellis, with the biggest account changes and a count of the decisions waiting on you.

The bill is transparent, itemized usage billing.

How an engagement runs

An engagement starts with the Brain. Onboarding writes your business down (who you sell to, why they'd buy, how you sound), and you read it in Trellis, add your own directions, and our team works from it.

By your first sign-in, Radar already holds accounts waiting on a decision. You approve, hold or decline, and a declined account carries your reason into our next search. Several value propositions are normal, each with its own buyers and messaging, and you can add one mid-engagement without erasing anything earlier. Our team researches the accounts you accept, writes each person's sequence with AI, and puts it in Copy Review. You read it, fix what you want fixed, and approve one person at a time. Launch takes one more yes, from your executive or from us, and it asks for that yes twice, because it also approves any email nobody has decided on yet.

And between those steps you're in regular touch with our team, and Trellis carries the rest. Every new search starts from what you decided.

Our team drafts with AI and a person approves what goes out. Codified where it helps. Human where it counts. Inside Trellis the AI summarizes accounts and people, answers questions, prepares a brief for a call and gives your sellers cues during it. It can't send, approve or dial, change who's in a sequence, or edit the Brain. A do-not-contact entry beats every approval, your executive's included.

On who sees what, each client's records are kept apart by rules in the database itself, and access is by invitation only, from your executive or from us. And we run an internal security review program on Trellis.

Working with Lead Line Partners

Trellis suits B2B companies that sell to buyers in the United States and want a say in which accounts we work. If your team is organized into seats and you want your sellers' names on the outbound, we run the ABM around them and Trellis is where you see the work.

We map the committee first, match seniority to seniority, and hand every conversation to a named person on your side.

If that describes your team, bring your seats and the accounts you'd want worked first, and talk to us.