Outreach · Use case
Cold email outreach
Personalised cold email from warmed, rotated mailboxes, with AI first lines and replies in one inbox.
Cold email outreach · flow
Click a step to preview what the customer sees.
Kosh Finance
Email · step 1 of 4
Day 1 · Intro with an AI first line
Hi Priya, saw Finlytics is hiring 3 finance ops roles. Teams that size usually outgrow spreadsheets.
Email · preview
inbox placement
96%
reply rate
8.4%
bounce rate
0.8%
industries use it
3
Banking & fintech, Logistics & delivery 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→
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
Day 1
Intro with an AI first line
Hi Priya, saw Finlytics is hiring 3 finance ops roles. Teams that size usually outgrow spreadsheets.
Day 3
Short bump in the same thread
Worth a 15-minute look? Here’s how Ledgerly closed month-end 4 days faster.
Day 6
Case study
How a 60-person fintech moved off spreadsheets in a week.
Day 9
Breakup email
Should I close your file? Happy to reconnect next quarter.
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→
DS
Deliverability suite
Outreach
Warm-up, mailbox rotation, bounce limits and DNS checks that keep you in the inbox.
Explore the feature→
PA
Prospecting and enrichment
Outreach
Search people and companies, then enrich emails and phones with credits shown first.
Explore the feature→
AA
AI agents
CRM & AI
Sales, support and success agents that read the full timeline and act at the autonomy you set.
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.
Intro with an AI first line
Cold email outreach · Day 1
Short bump in the same thread
Cold email outreach · Day 3
Case study
Cold email outreach · Day 6
Breakup email
Cold email outreach · Day 9
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→
Multichannel outreach
Outreach
Email, LinkedIn, WhatsApp, SMS and calls in one sequence that stops the moment anyone replies.
See the playbook→
Outbound sales
Outreach
Find accounts, reach decision makers and turn replies into deals, with the full history on every record.
See the playbook→
