Outreach · Use case
Signal-based outreach
Reach accounts the day they hire, grow, post or change leaders.
Signal-based outreach · flow
Click a step to preview what the customer sees.
Ledgerly
LinkedIn · step 1 of 4
Signal · Account starts hiring
Glow Bar posted 2 purchasing jobs.
LinkedIn · preview
reply rate vs cold
3x
pipeline in a quarter
$17.1k
watch types
6
industries use it
1
SaaS & B2B software
i
Typical results once this playbook is live. Yours will depend on your audience and offer.
Industries that run this playbook
How it works, step by step
Signal
Account starts hiring
Glow Bar posted 2 purchasing jobs.
Match
Matched to the record
Neha Kulkarni, ICP 84, not in any deal.
Day 1
Timely intro
Congrats on the Pune expansion…
Reply
Deal created
“Pricing for 12 locations?” · $2.2k
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
SW
Signal watches
Outreach
Watch accounts, searches, keywords, posts and past buyers. New people land matched.
Explore the feature→
MS
Multichannel sequences
Outreach
Email, LinkedIn, WhatsApp, SMS and call steps with conditions that stop on reply.
Explore the feature→
WV
Website visitor ID
Outreach
See which companies visit your site and which pages they read, then act on it.
Explore the feature→
DA
Deals and pipelines
CRM & AI
Pipelines fed by replies, orders and signals, with the full thread on every deal.
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.
Account starts hiring
Signal-based outreach · Signal
Matched to the record
Signal-based outreach · Match
Timely intro
Signal-based outreach · Day 1
Deal created
Signal-based outreach · Reply
Customer story
Outbound finally knows who our customers are. We stopped emailing people with open tickets, which was embarrassingly common.
KM
Verified customer
Karan Mehta
VP Sales, Ledgerly
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→
