Who it is for · Sales

More conversations, less groundwork.

You want to sell, not research. The system takes over what sits before the conversation: it finds the trigger, checks whether the company fits, writes the outreach with that trigger as the opener and classifies the replies. What reaches you is a meeting with context, not a row in a list.

What you do with it

The day-to-day in this role.

  • Generate pipeline through LinkedIn and email sequences
  • Reach out on signals: whoever has a reason right now, not whoever is next on the list
  • Classify replies and turn them into meetings
  • Run your day from the feed rather than from a list

The cases that belong here

Built from the same blocks as all the others, only the selection is cut for Sales.

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Post to pipeline

Whoever writes a widely read post in your market has reach and a stated view on your topic, which makes them a better lead than the people who only hit like.

Läuft an bei
A post on your topic performs unusually well: many reactions, many comments.
Lohnt sich für
Vendors whose buyers speak publicly about their field: B2B software, consulting, agencies, specialist services.
Ergebnis
The authors of those posts enter outreach qualified, with their own post as the opener.
LinkedInEmail TabelleAgentSequenzWissen
So läuft er — 6 Schritte
  1. Find the right posts An agent watches your topic area and flags posts getting unusual traction. Not every post is a find. What you are looking for is reach on your topic, not reach as such.
  2. Author and reactors arrive separately For a given post the source returns both: the person who wrote it, and the people who reacted. The author carries the value POST_AUTHOR in the interaction type column.
  3. The gate on POST_AUTHOR This is exactly where the two plays part ways. This one filters on POST_AUTHOR and leaves the reactors alone. The author took a public position, the likers only nodded.
  4. Enrich and check against the ICP The person gets company, role, size and a verified email address. Then they are scored against your ideal customer profile, because reach alone does not make a buyer.
  5. Their own post is the opener The outreach refers to what the person wrote, to their argument rather than their job title. Someone who takes a public position expects disagreement or a follow-on, not a pitch.
  6. Enrol across two channels LinkedIn and email run in one sequence. Replies are detected and classified, and whoever replies on one channel stops being contacted on the other.

Vorher verbunden sein muss: A connected LinkedIn profile · Named topics or search terms to watch

Signal-based outbound

It is not who belongs to the target group that gets contacted, it is whoever has a reason right now.

Läuft an bei
A buying signal fires: funding round, job posting, technology change, a new executive.
Lohnt sich für
Teams with a large addressable market where timing decides the reply rate.
Ergebnis
Outreach at the moment of the trigger instead of in list order, with the trigger as the opener.
EmailLinkedIn WorkflowTabelleSequenzWissen
So läuft er — 5 Schritte
  1. The signal gets named What counts as a buying signal for you is written into the workspace knowledge. That is not a setting in the code, it is an entry you can change when your market changes.
  2. A workflow listens for it A workflow hangs off that exact event. It does not run on a schedule, it runs when the signal fires, and only then.
  3. Check first, act second Before any action the gates run: unsubscribe, blacklist, contactability, caps. A signal is a reason, not a free pass.
  4. Enrich and classify The company in question and the right contacts are fetched and scored against the ICP. A signal at a company that does not fit leads nowhere.
  5. Outreach that names the reason The copy names the concrete trigger. Not 'we help companies like yours', but the reason this message arrives right now.

Vorher verbunden sein muss: At least one signal source being watched · A stored ideal customer profile

WhatsApp qualification and booking

The channel people actually reply on, with qualification and booking inside the same conversation.

Läuft an bei
A lead has opted in or come to you, and a mobile number is on file.
Lohnt sich für
Sales teams with short decision paths: trades, energy, local services, retail.
Ergebnis
A qualified meeting confirmed in the calendar, without anyone chasing by phone.
WhatsAppEmail SequenzAgentWorkflow
So läuft er — 5 Schritte
  1. The opener is short WhatsApp does not tolerate email length. The first contact is a question, not an introduction, and it passes the same gates as every other channel.
  2. The reply gets classified Replies are read and sorted: interest, question, wrong person, refusal. A refusal ends the sequence immediately and puts the lead on the exclusion list.
  3. Qualify in the conversation Instead of a form, an agent asks the two or three questions that decide fit for you, inside the running chat and in your tone of voice.
  4. Book the meeting there and then If it fits, the booking link goes out with concrete slots. The booked meeting lands in the calendar and in the CRM with no step in between.
  5. A human takes over when it matters Anything ambiguous goes into the queue rather than out the door. You approve, and the system does nothing consequential unasked.

Vorher verbunden sein muss: A connected WhatsApp account · A connected booking tool (cal.com or Calendly)

CRM reactivation

The lost deals in your own CRM are the cheapest pipeline you have.

Läuft an bei
A deal has sat on lost, paused or inactive for months.
Lohnt sich für
Teams with a grown CRM holding more history than anyone can follow up on.
Ergebnis
Reopened conversations with contacts you already know, without spending a cent on new data.
CRMEmailLinkedIn IntegrationTabelleSequenzWissen
So läuft er — 5 Schritte
  1. The CRM is the source, not the target Lost and stalled records are pulled in as rows in a table. No purchase, no enrichment cost for contacts you already hold.
  2. Check what has changed Is the contact still there? Has the company grown? Has the original objection gone away? A contact where nothing changed is no reason for a second message.
  3. The objection becomes the opener Too expensive, no budget, bad timing, went with a competitor. Each of those needs a different approach. The copy is built from the actual reason, not from a template.
  4. Approach gently Existing contacts tolerate less frequency than cold ones. The sequence is shorter, the intervals are longer, and the exclusion list applies unchanged.
  5. Write the results back Replies, meetings and the new status flow back into the CRM, onto the existing record, without creating duplicates.

Vorher verbunden sein muss: A connected CRM (HubSpot, Salesforce or another)

None of these is a bespoke build. What is listed here also runs in the other departments, with a different opener and a different audience. See all use cases.

Does this fit your case?

30 minutes: we look at your target group, your CRM and your channels and tell you which of these cases will carry first for you.