Outreach · Use case
Account-based outreach
Coordinate every touch across a buying committee, with signals, website visits and deals on the account record.
Account-based outreach · flow
Click a step to preview what the customer sees.
Kosh Finance
LinkedIn · step 1 of 4
Watch · Target accounts watch
25 accounts watched for hiring, growth and new leaders.
LinkedIn · preview
contacts engaged per account
4.2
meeting rate
2.6x
open pipeline
$50.6k
industries use it
4
Banking & fintech, Travel & hospitality and more
i
Typical results once this playbook is live. Yours will depend on your audience and offer.
Industries that run this playbook
Banking & fintech
Financial
Onboarding, KYC nudges, collections and alerts, with compliance on by default.
See how it works→
Travel & hospitality
Services
Enquiries, itineraries and on-trip help across time zones.
See how it works→
Logistics & delivery
B2B
Proactive delivery updates, address fixes and COD collection.
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
Watch
Target accounts watch
25 accounts watched for hiring, growth and new leaders.
Signal
Account visits pricing
Aster Hotels viewed pricing 3 times this week.
Committee
Reach 3 stakeholders
Tailored notes to Procurement, Ops and Finance.
Meeting
Exec call booked
Deal $3.9k · 4 contacts engaged.
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→
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→
CO
Custom objects
CRM & AI
Model what you sell: subscriptions, stores, vehicles, policies. On every paid plan.
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.
Target accounts watch
Account-based outreach · Watch
Account visits pricing
Account-based outreach · Signal
Reach 3 stakeholders
Account-based outreach · Committee
Exec call booked
Account-based outreach · Meeting
Customer story
Friendly WhatsApp nudges collect more than our call centre did, at a third of the cost.
KB
Verified customer
Kunal Bhatia
Head of Collections, Kosh Finance
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→
