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Build an outreach sequence for warm leads

Use the signal, research and a relevant offer to start a conversation worth replying to.

01

Choose leads with a relevant reason to engage

Start with fit and buying intent, then look at the underlying engagement. Prioritize recent activity that connects to the problem you solve.

traxy Leads table sorted by best fit, with Run agent and Needs approval in the Outbound Agent column
Sort by fit, check the signal, then run the Outbound Agent on the leads worth contacting.
02

Research what you need for the offer

Use the Outbound Agent to check the additional facts your message requires and filter on those conditions. The aim is to make the offer relevant, not to repeat the initial ICP check.

Outbound Agent research step listing what the agent will look for, with qualification checks and message inputs
Qualification checks decide whether a lead fits. Message inputs fill your draft.
03

Write an opener and useful follow-ups

Make the first message specific and easy to answer. Follow up with something useful, such as an example, a case study or an idea, instead of repeating the same request.

Outbound Agent write messages step with an opener and follow-ups written in your voice
The plan writes an opener and follow-ups in your voice.
04

Measure conversations and booked calls

Track connection requests, accepts, replies, warm replies and calls booked. Compare message variants and adjust the research rule or offer based on the responses.

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