Revenue Workflow

Multi-Channel Outbound

A full-stack outbound system that combines automated email sequences, LinkedIn engagement, manual prospecting, and phone calls. Each channel runs on specific signals and triggers to move accounts from cold to demo.

OperationalTime to value · 3 to 4 weeks13 tools

The outcome

Converts ICP signals into qualified pipeline by routing prospects through coordinated email, social, and voice touchpoints.

How it flows

How it flows.

Source

Signal Sources

Source

Website Visitors

Source

Newsletter Subscribers

Store

Closed/Lost Opps

Process

Enrichment + Waterfall

Channel

Email Sequences

Channel

LinkedIn Automation

Agent

Manual Prospecting (1hr/day)

Process

Social Listening

Output

Positive Email Reply

Output

LinkedIn Profile Visit

Agent

Call Queue

Output

Demo Booked

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Build it, step by step

Build it, step by step.

01
Build signal-based lists
Enrich accounts with firmographic, technographic, and behavioral signals in Clay. Segment into cold ICP lists, website visitors, newsletter subscribers, and past opportunities.
- Pull firmographic data from Ocean.io for account fit scoring
- Append technographic signals from BuiltWith and Apify for stack triggers
- Identify website visitors via Warmly and newsletter subscribers from Beehiiv
- Tag closed-lost and no-show opportunities from CRM for re-engagement
- Waterfall email discovery through BetterContact and Findymail
02
Run automated email sequences
Deploy four evergreen sequences in Instantly triggered by list membership. Each sequence targets a distinct signal: cold ICP, positive email reply, website visit, or missed opportunity.
- Cold sequence: 5-touch cadence for net-new ICP accounts with firmographic or technographic fit
- Visitor sequence: 3-touch follow-up for accounts that hit key site pages
- Re-engagement sequence: 4-touch for closed-lost or no-show contacts after 90+ days
- Warm-up sequence: 2-touch for positive email responders transitioning to calendar link
03
Automate LinkedIn engagement
Use HeyReach and Teamfluence to engage profile visitors, demo requesters, and social listeners. LinkedIn runs parallel to email, not as a replacement.
- Send connection requests to qualified profile visitors from founder or company account
- Multi-thread demo inbound leads across 2-3 stakeholders using Teamfluence
- Monitor keyword-based social activity via Discolike and engage with context
- Follow up with LinkedIn messages for contacts who opened or clicked email but did not reply
04
Manual prospecting block
Reserve one hour daily for human-led LinkedIn outreach on a curated list of top-tier accounts. Focus on starting conversations, not sending pitches.
- Work from a list of 50 to 100 named accounts refreshed weekly
- Target 3 to 5 contacts per account to create multi-threaded coverage
- Personalize messages based on recent activity, mutual connections, or content
- Log all activity in HubSpot to coordinate with email and call sequences
05
Cold calling prioritization
Dial into warm and semi-warm lists daily. Calling targets accounts with behavioral signals or previous engagement, not random cold scrapes.
- Call website visitors who returned 2+ times in past 7 days
- Dial positive email responders who did not book a meeting
- Re-engage closed-lost or partial submission opportunities after 90 days
- Work through cold ICP lists only after warm queues are exhausted
- Track call outcomes in HubSpot to trigger next-step sequences