Outreach · Use case
Recruiting outreach
Source candidates, reach them on LinkedIn, email and WhatsApp, and keep every conversation on one candidate record.
Recruiting outreach · flow
Click a step to preview what the customer sees.
CarePoint Clinics
LinkedIn · step 1 of 4
Source · Search candidates
Senior React engineers, 5+ years, Bengaluru and remote.
LinkedIn · preview
candidate reply rate
41%
to first interview
5 days
record per candidate
1
industries use it
3
Clinics & hospitals, Education & edtech and more
i
Typical results once this playbook is live. Yours will depend on your audience and offer.
Industries that run this playbook
Clinics & hospitals
Health
Bookings, reminders, reports and follow-ups patients actually read.
See how it works→
Education & edtech
Services
Counsel leads fast, keep students engaged and collect fees on time.
See how it works→
SaaS & B2B software
B2B
Signals, outbound, onboarding and renewals on one account record.
See how it works→
How it works, step by step
Source
Search candidates
Senior React engineers, 5+ years, Bengaluru and remote.
Reach
Personal note and voice note
Hi Rohan, loved your talk on design systems. We’re hiring a staff engineer.
Follow up
Role details
The role, the team and the salary band, in one short email.
Schedule
Book the first call
Pick a slot for a 20-minute chat with the hiring manager.
Guardrails applied automatically
✓Consent checked
Each step checks opt-in for its channel before sending.
✓Quiet hours
Nothing marketing-related at night in their time zone.
✓Frequency cap
Counts toward the weekly limit per person.
✓Exit on goal
The flow stops the moment the goal is met.
Channels in this playbook
Features that power it
MS
Multichannel sequences
Outreach
Email, LinkedIn, WhatsApp, SMS and call steps with conditions that stop on reply.
Explore the feature→
LV
LinkedIn voice notes
Outreach
Record a sample once, verify it’s you, and generate natural voice notes from sequence copy.
Explore the feature→
CO
Custom objects
CRM & AI
Model what you sell: subscriptions, stores, vehicles, policies. On every paid plan.
Explore the feature→
UI
Unified inbox
Support
Every channel in one inbox, with the customer’s record beside every chat.
Explore the feature→
Where it lands
On the customer’s timeline, and in your revenue number.
Links to
Every step is logged on the customer’s record, with the channel, message and outcome.
Rolls up to
Revenue and outcomes are credited once, to the step that earned them.
Search candidates
Recruiting outreach · Source
Personal note and voice note
Recruiting outreach · Reach
Role details
Recruiting outreach · Follow up
Book the first call
Recruiting outreach · Schedule
Customer story
Reminders on WhatsApp halved our no-shows, and reception finally has time for the patients in front of them.
DA
Verified customer
Dr. Anand Kulkarni
Medical Director, CarePoint Clinics
Common questions
Start from the template, adjust copy and timing, and it’s live the same day.
Related use cases
LinkedIn outreach
Outreach
Profile visits, connection notes, messages and voice notes from each rep’s own account, inside safe limits.
See the playbook→
Cold email outreach
Outreach
Personalised cold email from warmed, rotated mailboxes, with AI first lines and replies in one inbox.
See the playbook→
Multichannel outreach
Outreach
Email, LinkedIn, WhatsApp, SMS and calls in one sequence that stops the moment anyone replies.
See the playbook→
