AI-Driven LinkedIn Outreach Workflow

Want new sales leads?

Generate consistent qualified appointments through automated yet personalized engagement

PHASE 1

🎯

Target Definition

Ascertain Sales Country - Geographic market & timezone

Ascertain Persona - Buyer profiles & pain points

Ascertain Company Size - 10–50, 51–200, 201–1000+

Ascertain Positions - Target job titles

PHASE 2

📝

Data Preparation

Export to LinkedIn auto bot outreach

Clean & verify data

Upload to outreach auto bot system

Output: Validate contact list

PHASE 3

Outreach Automation

4-Message Sequence:

1️⃣ Connection + intro

2️⃣ Value message

3️⃣ Follow-up question

4️⃣ Final nudge

Cap: 35–40 msgs/day

PHASE 4

💬

Lead Capture & Engagement

Monitor inbox for responses

Tag leads: Interested, Follow-up, Not Now

Manual responses to warm leads

Set appointments via calendar link

PHASE 5

📊

Results & Metrics

Expected Output: 5+ qualified appointments/month

A/B testing on message copy

CRM integration (HubSpot, Zoho, Notion)

Quarterly refinement

PHASE 6

📈

Scale & Optimize

Expand to new personas & regions

Automate follow-ups for warm leads

Build content drip campaigns for nurturing

Multi-channel integration (email, SMS)

ROI tracking & reinvestment planning

Workflow Process Flow

Define Target Audience

Prepare Data

Automate Outreach

Capture Leads

Convert & Analyze

Scale & Grow

Key Performance Indicators

5+

Qualified Appointments/Month

35-40

Messages/Day (Safety Limit)

4

Message Sequence Steps

Continuous

Message Testing & Optimization

Automation Plans

Self-Run Plan

✅ Full automation control

✅ DIY message sequences

✅ CRM integration available

✅ Analytics dashboard

✅ No long-term contract

Month 1 Setup

$299

Per Month After

$199

Managed Plan

✅ Dedicated AI bot

✅ Human agent support

✅ 160 hours remote management

✅ Full sequence optimization

✅ Quarterly persona refinement

Monthly Investment

$1,500