More customer contact, better prepared, at lower cost
New business needs a steady rhythm of first contacts. In most teams outreach happens in phases and stops when deals and admin fill the diary. Hundreds of AI and outreach tools exist. The hard part is which steps to automate, how each message stays personal without sounding like AI, and how every reply lands in the CRM.
Watch the video: explaining automated outreach in two minutesOutreach runs every week, whoever is busy
More first conversations every week, without adding headcount.
Every message personalised from what is known about the prospect.
Every reply logged in the CRM, ready for follow-up.
+24% more sales activity in less time
Download the case to see which outreach steps were automated and what came back.
Lead funnel over time
Weekly
– 24 Aug25 Aug
– 31 Aug01 Sep
– 07 Sep08 Sep
– 14 Sep15 Sep
– 21 Sep22 Sep
– 28 Sep
Lead funnel overview
One outreach programme, from the customer’s own tool
Contacted407
Delivered347 (85.3 %)
Opened251 (72.3 %)
Clicked or Accepted invitation32 (9.2 %)
Replied109 (31.4 %)
Unsubscribed0 (0.0 %)
Outreach happens when someone has time, not every week
Outreach happens in phases, when someone has a quiet week.
Messages are generic with little research done, so few prospects reply.
Follow-ups are forgotten once the diary fills up.
Nobody can say what was sent and what came back.
Outreach is automated, so the team has more time to talk to customers and prospects
Define the ideal customer profile and build the target list.
Personalise each message from what the prospect publishes.
Automate the outreach steps and log every reply in the CRM.
Hand over to sales to pick up the conversations with prospects.
1AutomatedLoad leads
From the CRM into the outreach tool
2AutomatedResearch the person
A personalised flow for every prospect
3AutomatedAutomated outreach
LinkedIn and email, sent in the salesperson’s name
- 4Automated
Lead scoring
Replies and clicks show the warmest leads
5Your sales teamSales takes over
Calls start with the warmest leads
This is an example setup of how the process could look.
Best if you want more new-logo selling time without adding headcount
- You want more new logo sales
- Cost of sales is a priority for management
- You want to use AI and automation in practice, not as an experiment
- You want processes that run through the CRM so they can be automated and measured
- You are looking for a single tool to fix sales instantly
- You will not redesign processes or enforce adoption
- You will not follow up the replies within a short time (ideally below 1 day)
- Manual, relationship-only selling is non-negotiable
If this sounds interesting for your team, book a meeting with us. Or use the form below.