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Outbound Strategy

Align outbound sales with leading revenue programs

Outbound has traditionally operated as a silo’d strategy owned by Sales. As SaaS growth teams better instrument technology to drive deeper levels of personalization, outbound is now being integrated directly into overall growth strategy. Driving outbound sequence automation in alignment with targeted ABM yields incremental ACV while shortening sales cycle velocity.

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Sequence Design

Every touchpoint has a purpose

We build multi-channel sequences that align message, channel, and timing to each prospect's journey stage — no spray-and-pray, no generic templates.

Email
01
Day 1
Personalized intro
Hook
"I noticed [company] recently expanded into [market] — we helped [similar co] build pipeline there in 90 days..."
Open rate target
35–45%
›
LinkedIn
02
Day 3
Connection request
Note
"Hi [name], sent you a note via email — saw your post on [topic] and wanted to connect around [shared interest]..."
Accept rate target
20–30%
›
Email
03
Day 6
Value-led follow-up
Hook
"Sharing a quick benchmark — [ICP companies] at your stage typically see [stat]. Here's how we approach that..."
Reply rate target
8–15%
›
Phone
04
Day 10
Discovery call ask
Voicemail
"Hi [name], [your name] from Formulytic. Left you a couple of notes — just need 15 minutes to share what I found..."
Connect rate target
10–18%
›
Email
05
Day 14
Final follow-up
Hook
"I'll leave the door open — if [problem] becomes a priority, I'm one email away. Worth 15 minutes?"
Meeting booked
3–6%
Channels:
Email
LinkedIn
Email (follow-up)
Phone
Break-up email
Illustrative sequence — customized per ICP, journey stage, and messaging matrix.

Outbound Sales
framework

Our Outbound Sales framework includes:

  • Outbound platform administration
  • Platform integration with marketing automation & CRM
  • Alignment of outbound sequences to journey stage
  • Alignment of content to journey stage
  • Marketing to Sales handoff
  • SDR to AE alignment
  • Workflow automation between lead nurture + outbound sequences
  • Outbound Sales performance measurement

ABM Targeting

Not all accounts get the same treatment

We build a tiered account model based on ICP fit, intent signals, and revenue potential — so your team's time is invested where it has the highest probability of return.

T1
Tier 1 — Strategic
Hyper-personalized, high-touch outreach
10–25
target accounts
Personalization depth
Full research brief per account
Channels
Email · LinkedIn · Phone · Direct mail
Sequence length
12–16 touchpoints
SDR time / account
3–5 hrs research
Mtg rate target
15–25%
T2
Tier 2 — Targeted
Semi-personalized, industry-role outreach
100–250
target accounts
Personalization depth
Industry + role + pain point customization
Channels
Email · LinkedIn · Phone
Sequence length
8–12 touchpoints
SDR time / account
30–60 min research
Mtg rate target
8–15%
T3
Tier 3 — Scaled
Automated, persona-level outreach at scale
500–2,000
target accounts
Personalization depth
Dynamic variables + intent signal triggers
Channels
Email · LinkedIn automation
Sequence length
5–8 touchpoints
SDR time / account
Clay-enriched, automated
Mtg rate target
2–6%

Results you can expect

Increased Pipeline

We bring together your people, processes and strategy to ensure that every single piece of the revenue generation puzzle is as efficient and effective as possible.
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Increase Conversion & Velocity

Strategically align outbound sequence touchpoints against defined ABM journey stage progression. Considering a matrix between journey stage, content type, and outbound touchpoint, you’ll be equipped to better align outbound sequence copy with ABM messaging for a consistent user experience.
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Technology & Process

Our team of senior consultants will aid in outlining technology platform needs, through to integration within our existing tech stack and ongoing administration. We’ll also work alongside your revenue and sales teams to define a new outbound framework, complete with sequence touchpoints and messaging.
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Templates

Outbound Email Sequence Naming Conventions Template

Meet your marketing partner

•••

We are B2B SaaS demand gen consultants who ingrain ourselves in your marketing team for seamless communication and execution. We are here to be a part of the conversation, provide guidance on marketing movement, and facilitate results.

Let’s get to work

Book a strategy call to:
  • Build a measurable lead lifecycle
  • Grow opportunity pipeline
  • Reduce customer acquisition costs
  • Increase marketing’s contribution to pipeline
About Us
Services
Learn More
Our Office
  • 4790 Irvine Blvd
    Ste 105-214
    Irvine, CA 92620
Formulytic