Circulos AI

Sales AI Skill

Sales Outreach

Orchestrate multi-channel sales outreach across email, phone, social selling, video, and direct mail with coordinated cadences, personalization at scale, A/B testing, and performance optimization. Use when building outbound prospecting campaigns, designing multi-touch sequences, optimizing outreach performance, creating voicemail scripts, or scaling outbound teams. Triggers on phrases like "sales outreach", "outbound cadence", "multi-channel prospecting", "cold outreach campaign", "outreach sequence", "phone + email cadence", "social selling outreach", "outreach A/B testing", "prospecting campaign", "meeting booking rate", "outbound calling", "voicemail script", "breakup sequence", "outreach personalization".

Sales Outreach

Multi-channel outbound engagement framework combining email, phone, social selling, and events into coordinated, measurable cadences that drive meetings, build pipeline, and accelerate revenue.

Outreach Strategy & Cadence Design

MULTI-CHANNEL OUTREACH CADENCE (16 touches over 25 business days)
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Channel Mix Strategy:
  → Email: 7 touches (44% of cadence) — primary channel, async, scalable
  → Phone: 4 touches (25% of cadence) — immediate engagement, high conversion
  → LinkedIn: 4 touches (25% of cadence) — social proof, relationship building
  → Video: 1 touch (6% of cadence) — differentiation, personalization
  → Rule: Never more than 2 consecutive touches via same channel

TOUCH-BY-TOUCH CADENCE:
  Touch 1 — Day 1: Cold Email (Introduction)
    → Personalized opener referencing company-specific insight
    → Value proposition tailored to prospect's role
    → Social proof (similar company result)
    → CTA: "Open to a 15-minute call this week?"
    → Expected: 35–50% open rate, 3–8% reply rate

  Touch 2 — Day 2: Phone Call + Voicemail
    → Call attempt (3 rings minimum, leave voicemail if no answer)
    → Voicemail script:
       "Hi [Name], it's [Your Name] from [Company]. I'm reaching out because
       [one-sentence reason tied to their company/role]. We've helped [similar
       company] achieve [result]. I'd love to share what's working for them.
       My number is [number] — feel free to call or text back. Have a great day."
    → Log call outcome in CRM (answer, voicemail, busy, wrong number)

  Touch 3 — Day 3: LinkedIn Connection Request
    → Personalized note (300 character limit):
       "Hi [Name], reached out via email about [topic]. Would love to connect
       here as well. I see you're [role] at [company] — [specific observation]."
    → Expected: 25–40% acceptance rate

  Touch 4 — Day 5: Email (Value Add — thread continuation)
    → Subject: Reply to original email (thread continuation)
    → Share relevant case study or data point
    → No hard CTA — "Thought this might be useful given [their situation]"
    → Expected: 1–3% reply rate

  Touch 5 — Day 7: LinkedIn Engagement (comment or content share)
    → Comment on prospect's recent post (insightful, not promotional)
    → OR share relevant industry article via LinkedIn message
    → Goal: Stay visible, build familiarity

  Touch 6 — Day 8: Email (Personalized Video)
    → 30–60 second Loom video referencing prospect's specific situation
    → Script: "Hi [Name], put together a quick video showing how [similar
       company] solved [problem]. [2-minute demo walkthrough]. Would love to
       chat if this is relevant for you."
    → Expected: 5–10% reply rate (highest of all email types)

  Touch 7 — Day 10: Phone Call #2
    → Different angle: "Hi [Name], I sent over a quick video last week about
       [topic]. Wanted to check if you had a chance to see it?"
    → Voicemail if no answer (different message than Touch 2)

  Touch 8 — Day 12: Email (Social Proof)
    → "[Similar Company] achieved [result] in [timeframe]"
    → Direct testimonial or customer quote
    → CTA: "Would a similar approach work for [Company]?"

  Touch 9 — Day 14: LinkedIn Message (if connected)
    → "Hi [Name], sent you a few emails about [topic]. Wanted to check in
       directly — is this something your team is exploring right now?"
    → Low-pressure, conversational tone

  Touch 10 — Day 15: Email (Direct Question)
    → "Hi [Name], quick question — how is your team currently handling [process]?"
    → Provocative, easy to answer
    → Expected: 2–5% reply rate

  Touch 11 — Day 17: Phone Call #3
    → "Hi [Name], I've sent a few emails about [topic]. I don't want to keep
       filling your inbox — is this relevant right now, or should I circle back later?"
    → Voicemail (shorter, no pressure)

  Touch 12 — Day 19: Email (Check-in)
    → "Hi [Name], still relevant? I know inboxes get busy — just checking if
       [topic] is something you're considering."
    → Short, respectful of time

  Touch 13 — Day 21: LinkedIn (Last attempt)
    → Profile visit + engagement (if previously unconnected)
    → OR final message: "Last note from me — [value proposition]. If timing
       isn't right now, feel free to reach out when it is."

  Touch 14 — Day 22: Email (Breakup)
    → Subject: "Should I close your file?"
    → "Hi [Name], I don't want to keep reaching out if this isn't a priority.
       I'll close your file for now — feel free to reach out when [trigger].
       Best of luck with [specific initiative]."
    → Expected: 2–5% reply rate (breakup emails get surprising responses)

  Touch 15 — Day 25: Email (Re-engagement — only if new trigger exists)
    → Reference new company news, industry event, or product update
    → Fresh angle (different from previous 13 touches)
    → New CTA

  Touch 16 — Day 30: Phone Call #4 (Final)
    → "Hi [Name], this is my last outreach for a while. If [topic] ever becomes
       a priority, feel free to reach out. All the best."
    → Log as "Cadence complete" in CRM
    → Enter prospect into 90-day nurture sequence

EXPECTED OVERALL RESULTS (per 100 prospects):
  → Total touches sent: 1,600
  → Email opens: 35–50 (35–50% of emails)
  → Replies: 10–15 (10–15% overall)
  → Positive replies: 6–10 (6–10%)
  → Meetings booked: 5–8 (5–8%)
  → Qualified opportunities: 2–4 (2–4%)
  → Pipeline generated: $100K–$200K (at $50K ACV, 25% win rate)
  → Cost per meeting: $20–$50 (data + tools + rep time)

Personalization at Scale

PERSONALIZATION FRAMEWORK (5 Levels)
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Level 1 — Basic (Merge Tags, <10 seconds per prospect):
  → {FirstName}, {CompanyName}, {JobTitle}, {Industry}, {City}
  → Example: "Hi {FirstName}, I noticed {CompanyName} operates in {Industry}..."
  → Tools: Mail merge, CRM automation, sequence platforms
  → Volume: 100+ prospects/day (fully scalable)
  → Effectiveness: Low — baseline only, not differentiated

Level 2 — Trigger-Based (Semi-Automated, 15–30 seconds per prospect):
  → Recent funding: "Congrats on the $X Series B — saw [Investor] led the round"
  → Job change: "Welcome to [Company] — excited to see what you build in this role"
  → Product launch: "Saw [Company] launched [Product] — impressive [feature]"
  → Hiring signal: "Noticed you're hiring for [role] — scaling the [team]?"
  → News/press: "Great article in [Publication] about [topic]"
  → Tools: Apollo (trigger alerts), LinkedIn Sales Navigator, Clay
  → Volume: 50–80 prospects/day
  → Effectiveness: Medium — shows you paid attention

Level 3 — Research-Based (Manual Research, 2–5 minutes per prospect):
  → Competitor mention: "I see you're evaluating [Competitor] — here's what
     [similar company] found when comparing..."
  → Tech stack: "Noticed you're using [Tool X] — our integration helps [company]
     reduce [metric] by X%"
  → LinkedIn activity: "Your recent post about [topic] resonated — we've seen
     similar patterns with [customer]"
  → Customer overlap: "We work with [Company A] and [Company B] — both faced
     [similar challenge] in your space"
  → Tools: BuiltWith (tech stack), LinkedIn manual research, company website
  → Volume: 20–40 prospects/day
  → Effectiveness: High — demonstrates deep understanding

Level 4 — Hyper-Personalized (Extensive Research, 5–15 minutes per prospect):
  → Video personalization: 30-second Loom video referencing company specifics
  → Handwritten note + physical mail: For C-level targets at strategic accounts
  → Custom audit/assessment: "I audited your [page/process] — here are 3 quick wins"
  → Mutual connection outreach: Warm intro through shared LinkedIn connection
  → Tools: Loom, Stamp.me, Snail Mail, LinkedIn
  → Volume: 5–10 prospects/day (very time-intensive)
  → Effectiveness: Very high — 15–25% reply rate possible

Level 5 — Account-Based (Strategic Accounts, Custom Program per Account):
  → Multi-stakeholder outreach: Different messages for each buying committee member
  → Custom content: Industry-specific case studies, custom ROI analysis
  → Executive engagement: C-level to C-level outreach, board-level messaging
  → Physical gifts: Curated gifts tied to prospect interests or company culture
  → Tools: Demandbase, Terminus, 6sense (ABM platforms)
  → Volume: 1–5 accounts/week (intensive)
  → Effectiveness: Highest — 20–40% engagement rate for strategic accounts

PERSONALIZATION LEVEL BY TARGET VALUE:
  → <$10K ACV: Level 1 only (basic automation, high volume)
  → $10K–$50K ACV: Level 2 (trigger-based, moderate volume)
  → $50K–$100K ACV: Level 3 (research-based, lower volume)
  → >$100K ACV: Level 4–5 (hyper-personalized, strategic)

Channel-Specific Strategies

EMAIL OUTREACH:
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  Best practices:
    → Keep emails short: 75–125 words (optimal reply rate)
    → One clear CTA: Don't ask for multiple actions
    → Subject lines: < 50 characters, curiosity or value-based
    → Send times: Tuesday–Thursday, 8–10 AM or 1–3 PM (prospect's timezone)
    → Follow-up: Thread continuation (reply to original email, not new thread)
    → Avoid: Attachments, links (first email), multiple CTAs, spam trigger words
  Deliverability:
    → Use separate sending domain (not primary company domain)
    → SPF/DKIM/DMARC configured correctly
    → Warm up new inboxes (2 weeks, gradual increase)
    → Max 30–50 cold emails per inbox per day
    → Monitor bounce rate (< 2%) and spam complaints (< 0.1%)

PHONE OUTREACH:
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  Best practices:
    → Call volume: 40–60 dials per day (SDR), 20–30 dials (AE)
    → Connect rate: 15–25% (1 in 5–7 calls reaches decision-maker)
    → Peak call times: 8–9 AM, 11 AM–1 PM, 4–5 PM (prospect's timezone)
    → Leave voicemail on every call attempt (3 rings minimum)
    → Follow-up email after voicemail: "Left you a voicemail about [topic]"
  Opening scripts:
    → "Hi [Name], this is [You] from [Company]. I'm reaching out to [role]s
       at [industry] companies about [specific outcome]. Do you have 30 seconds?"
    → "Hi [Name], [You] from [Company]. I know I'm catching you cold —
       I'm calling because [specific reason related to their company].
       Is this a bad time?" (gives them an easy out → builds rapport)
  Gatekeeper handling:
    → Be respectful: "I'm trying to reach [Name] about [specific topic].
       Could you point me in the right direction?"
    → Don't: Fake names, lie about purpose, be pushy
    → Do: Use prospect's name confidently, state purpose clearly

LINKEDIN SOCIAL SELLING:
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  Connection strategy:
    → Send 20–30 connection requests per day (LinkedIn limit: ~100/day)
    → Always include personalized note (300 character limit)
    → Acceptance rate: 25–40% (with personalization)
    → Follow up after acceptance: Wait 1–2 days, then send value message
  Engagement strategy:
    → Comment on prospect's posts: Insightful comments (not "Great post!")
    → Share relevant content: Industry articles, company blog posts
    → Post your own content: 2–3 times per week (thought leadership)
    → Like and engage with prospect activity (visibility without pressure)
  InMail strategy (if connection request not accepted):
    → Send InMail after 3 days of unaccepted connection request
    → Reference connection request: "Sent a connection request — wanted to
       also share [value] here..."
    → InMail limit: 5–10 per week (avoid appearing spammy)

VIDEO OUTREACH:
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  Best practices:
    → Length: 30–60 seconds maximum (optimal completion rate)
    → Personalization: Reference prospect by name and company in first 5 seconds
    → Content: Screen share demo, whiteboard explanation, or talking head
    → Tools: Loom ($0–$12.99/month), Vidyard ($65–$500/month), Bombard ($29/month)
    → Tracking: Video view rate, completion rate, replay count (engagement signals)
  Script template:
    → "Hi [Name], [Your Name] here from [Company]. I put together this quick
       video because [specific reason related to them]. Here's what
       [similar company] achieved: [show screen/diagram]. I'd love to chat
       if this is relevant for [Company]. No pressure — just wanted to share."
  Reply rate: 5–10% (highest of all outreach channels)

DIRECT MAIL / PHYSICAL OUTREACH:
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  Best practices:
    → Use for: C-level targets, strategic accounts, post-event follow-up
    → Items: Handwritten note, custom gift, book, industry report
    → Timing: Send 3–5 days after email outreach (surprise factor)
    → Personalization: Reference specific prospect detail on package
    → Cost: $10–$50 per piece (track ROI per meeting booked)
    → Tools: Stamp.me (handwritten notes, $3–$8/note), Visme (custom mailers)
    → Effectiveness: 70% open rate for physical mail (vs. 40% for email)
    → Follow-up: Email within 3 days of delivery: "Sent you something via mail..."

Performance Tracking & Optimization

OUTREACH PERFORMANCE DASHBOARD
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Channel Performance Benchmarks:
  ┌────────────────────┬────────────┬────────────┬────────────┬────────────┐
  │ Channel            │ Volume     │ Response   │ Meeting    │ Revenue    │
  │                    │ per rep    │ Rate       │ Rate       │ per 100    │
  ├────────────────────┼────────────┼────────────┼────────────┼────────────┤
  │ Email only         │ 50/day     │ 5–8%       │ 2–4%       │ $20K–$40K  │
  │ Phone only         │ 40/day     │ 8–12%      │ 4–7%       │ $40K–$70K  │
  │ Email + Phone      │ 50+40/day  │ 10–15%     │ 5–8%       │ $60K–$100K │
  │ Email + Phone + LI │ 50+40+20/d │ 12–18%     │ 6–10%      │ $80K–$150K │
  │ Full cadence       │ All        │ 15–20%     │ 8–12%      │ $100K–$200K│
  │ ABM (strategic)    │ 5–10/wk    │ 20–40%     │ 15–25%     │ $200K–$500K│
  └────────────────────┴────────────┴────────────┴────────────┴────────────┘

A/B Testing Framework:
  → Test ONE variable at a time (isolate impact)
  → Sample size: Minimum 200 prospects per variation (statistical significance)
  → Duration: 14–21 days (captures weekly patterns)
  → Winner threshold: >10% improvement in target metric
  → Document: Every test, result, and conclusion in shared spreadsheet

  Variables to test:
    1. Subject line: Curiosity vs. Value vs. Personalization
    2. CTA: Direct question vs. Soft ask vs. No CTA
    3. Email length: Short (50 words) vs. Medium (100 words) vs. Long (150 words)
    4. Send time: 8 AM vs. 10 AM vs. 2 PM
    5. Channel order: Email-first vs. Phone-first vs. LinkedIn-first
    6. Video vs. Text: Personalized video vs. equivalent text message

Reply Classification:
  → Positive reply (50–60% of replies): "Yes, interested" / "Tell me more" / "When can we meet?"
     → Action: Book meeting immediately (same day if possible)
  → Neutral reply (20–30% of replies): "Send me info" / "Maybe later" / "What do you do?"
     → Action: Send relevant resource + follow-up in 3 days
  → Negative reply (10–20% of replies): "Not interested" / "We have a solution" / "No budget"
     → Action: Log reason, enter suppression list, re-engage in 6 months
  → Question reply (10–15% of replies): "What's your pricing?" / "How does it work?"
     → Action: Answer question + propose next step

Scaling Outreach:
  → 1 SDR: 200–300 prospects/week, 10–15 meetings/week
  → 5 SDRs: 1,000–1,500 prospects/week, 50–75 meetings/week
  → 10 SDRs: 2,000–3,000 prospects/week, 100–150 meetings/week
  → Manager: 1 SDR manager per 6–8 SDRs
  → Tools needed for scale:
     - Sequence platform: Outreach, SalesLoft, Apollo ($49–$300/user/month)
     - Data provider: ZoomInfo, Apollo, LeadGibbon ($49–$800/month)
     - Dialer: Aircall, RingCentral, Dialpad ($25–$50/user/month)
     - LinkedIn automation: Expandi, Dux-Soup ($50–$150/month) — use cautiously
     - Email warm-up: Smartlead, Instantly ($29–$99/month)

Integration Points

Edge Cases

Disclaimer: All rights reserved by Circulos AI. These skills are specifically designed for Claude Code, Claude Cowork, Codex, and OpenClaw. When using or referencing any skill, please provide proper attribution to Circulos AI.