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Outreach Planner

1 of 36 tasks done
List building routine
  • Build a core-audience list by industry, size, and locationDiscover
  • Build a list of companies using a competitor you displaceDiscover
  • Find companies hiring for a role that signals they need youSignals
  • Find one contact per company, the person who owns the problemDiscover
  • Find a second, third, or fourth contact at a company you have emailedDiscover
  • Build a lookalike of the accounts that engage with you mostDiscover
  • Pull an engaged segment of everyone who opened, clicked, or repliedEngagement
  • Split, merge, and dedupe your lists so nobody is contacted twiceLeads
  • Verify a new list, and re-verify anything older than 90 daysBulk Email Verifier
Deliverability hygiene
  • Verify every address before it goes into a sequenceBulk Email Verifier
  • Re-verify any list older than 90 days, since about 22% of email data goes stale each yearLeads
  • Re-run the Deliverability Checker after any change to your sending setupEmail accounts center

AugustTest a new angle on a fresh audience

  • Content reactivation to anyone who engaged but never booked a call with you.

    How to run it
    • Filter: January–June, Status = Opened/ClickedEngagement
    • One email, plain text, no URLs or files
    • Frame: “Reminded me of you”
    • Low-friction CTA: “Worth a call?”
    Example email

    This reminded me of you

  • Account expansion at your January–June engaged companies.

    How to run it
    • Domain Search on your January–June engagedDomain Search
    • Use the new angle from July
    • Tailor to blocker, budget, or champion
    • One contact per company at a time
    Example email

    The one thing I haven't asked you

  • Fourth-quarter list-engine work. Hiring is a buying signal.

    How to run it
    • Create a Signal for your target audienceSignals
    • Save decision makers at hiring companiesLeads
    • Run Deliverability CheckerDeliverability Checker
    • Build the list now for October’s urgency play
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v3.0.2

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