Outbound Catalyst
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The Outbound Automation Playbook

For sales leaders who want automation that targets buyers already showing interest. It covers nailing your ICP, telling intent from triggers, building account and lead lists, and enriching contacts before you send.

Automation7 steps
  1. 01

    Define who you are for

    • Write down your ICP, and who you are NOT for
    • Name your unique value proposition in one line
    • List the 3 most critical jobs to be done and how you impact each
    • If you cannot answer these, interview your customers first
  2. 02

    Fill in the ICP and messaging template

    • List 3 market facts that explain why customers should care now
    • Document firmographics (region, size, industry, stage) and the buyer persona's tools, content and events
    • Write 3 pains each for the organization, the decision-maker and the user
    • Turn it into a one-sentence value proposition using a proven template (Steve Blank, Strategyzer)
  3. 03

    List your intent signals and triggers

    • Intent: actions that show interest, like site visits, profile views, post comments, webinar sign-ups
    • Triggers: data points that give you a reason to reach out now
    • List every signal and trigger that could apply to your business
    • Treat them as lead sources, not guaranteed conversions
  4. 04

    Build your account list

    • Start broad in Sales Navigator with basic firmographic filters
    • Narrow down with real-time data, AI research and human checks
    • Feed the process example companies, their challenges and fit indicators, not just industry and size
  5. 05

    Pull leads from target accounts

    • Find the right contacts inside your filtered account list in Sales Navigator
    • Enrich each contact with verified data before outreach
    • Keep outreach focused on the accounts you chose, not the widest possible net
  6. 06

    Source leads from social engagement

    • Scrape engagers on high-performing lead magnet posts in your space
    • Track who engages with industry thought leaders
    • Pull your own post engagers and your profile viewers into a list
    • Bonus: mine the connections of key people, with tight ICP filtering
  7. 07

    Enrich, then automate the sends

    • Run emails through enrichment APIs like LeadMagic and Prospeo
    • Classify and qualify leads in Clay before they enter a sequence
    • Send through API-based tools (Smartlead, Lemlist) to high-intent accounts only
    • Let the automated system handle LinkedIn engagement

Tools mentioned

  • LinkedIn Sales Navigator
  • Phantombuster
  • Lemlist
  • Clay
  • Smartlead
  • BetterContact
  • Prospeo
  • LeadMagic
  • Heyreach
Next playbookThe LinkedIn Playbook

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