Automated Outbound

March 12, 2026

Tools used

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An automated framework for structuring and running outbound campaigns.

Fivos Aresti

Step 1: Create ICP Model

Define targeting framework before sourcing accounts. Identify:

Firmographics
- Industry
- Headcount
- Revenue
- Geography
Technographics
- Tech stack
- Tools used
- Infrastructure signals
Account-fit signals
- Hiring activity
- Funding stage
- Website traffic
- Engagement signals

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Step 2: Define Campaign Strategy

Select campaign structure based on goal.

Volume-Based Campaigns
- Segment by:
  - Industry
  - Headcount
- Target broad ICP segments.
Micro Campaigns
- Narrow targeting by:
  - Sub-vertical
  - Specific job titles
  - Specific pain points
Signal-Based Campaigns
- Target accounts with active buying signals:
  - ABM list
  - Website visitors
  - Event attendees
  - Ad engagement

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Step 3: Source and Enrich Accounts

Build account list from multiple sources.

Aggregate into Clay and:

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Step 4: Source and Segment Contacts

Pull contacts from qualified accounts.

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Step 5: Build Copy and Personalization

Structure outbound messaging.

Include:

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Step 6: Launch Outreach

Email Outreach via Instantly
- Configure sending infrastructure
- Apply daily sending limits
LinkedIn Outreach via HeyReach
- Configure DM limits
Log activity into CRM and update:
- Contact records
- Deal stages
- Reply status

Send Slack notification when: