Playbooks
Practical outreach recipes.
Starting points you can turn into agents. Results depend on your market and data.
Hiring-signal outreach
Target companies hiring for the function you serve; reference the public job post, never assume pain.
New-leader welcome
Reach people within 90 days of a verified role change with a modest, role-relevant note.
Customer lookalikes
Seed from best customers; label prospects as lookalikes, not as showing a buying event.
Website interest follow-up
Company-level visits only — suggest contacts who work at the visiting company without claiming they visited.
Event follow-up
Import attendee lists you are authorized to use and send a reviewed recap within 48 hours.
Re-engage closed-lost
Pull authorized CRM cohorts and ask what changed since the last conversation.