Bill Stathopoulos

Founder

👋 I'm Bill, and here's my story:

1. Building SalesCaptain, an Outbound & AI GTM agency for B2B SaaS to $3M+ ARR, while being a digital nomad for 4 years.
2. Authored a book - "Cold Email Secrets"
3. Scaled a Growth Marketing Agency to $1M ARR at the age of 28. Grew the team from 7 to 25+ employees in 3 years. Closed clients like Nestle, Revolut, GE, and the Singapore Airport.
4. Helped multiple startups go from zero to $5M+ revenue in 18 months since 2015
5. Trained 2,500+ Growth Marketers in the last 5 years
6. Built the speakers lineup for Ad World, with 50k+ attendees and 100+ speakers, making it the largest advertising conference in the world
7. Interviewed Seth Godin, Scott Galloway, Arianna Huffington, Rory Sutherland, the CMO of Samsung, the CMO of Hubspot, and 30+ world-class Marketing executives.
8. Published the book “Cold Email Secrets”, the bible of modern Outbound & GTM. 
9. Named “Top Lead Generation Voice” on LinkedIn in 2024
10. Became the Clay Club Host in London, leading a team of 15+ GTM Engineers

What you'll get working with me:
🧲 Your Go-To-Market (aka GTM) Strategy
🏀 Optimize your Marketing channels; make the most of your budget
🏆 Build systems for User Acquisition, Activation, Retention, and Revenue

Peace, love & growth ✌️

Bill

Co-Founder

We build and scale Outbound Sales systems that include multi-channel prospecting, lead response, and our cutting-edge processes to help you build your business.

Most people who call themselves GTM engineers won’t last the next 12 months!

That’s exactly why we built the SalesCaptain AI GTM Coaching Program.
For the next cohort, we’re opening one scholarship seat.
One person gets full access for free.
 
The market is already separating surface-level skill from real capability.

Knowing one or two tools does not carry a team anymore.
Budgets tighten, channels and tools change fast and last year’s plays are expired.
 
Running GTM now requires command of the full motion.
From data to message to campaign to pipeline. And from first signal to booked meeting.
 
The program runs for 8 weeks and I teach it myself.

We work through:
* Outbound structure
* Clay list building
* Campaign setup and copy
* GTM systems and infrastructure
* Operating as a GTM engineer inside a real team
 
We have weekly live sessions, a private Slack channel and all recordings included.
The scholarship gives full access to all of this.
 
To apply 👇 
Comment GTM and repost this post.

 
We’ll announce the selected participant at the beginning of December.
 
We’re training the next top 5% of GTM engineers.
This scholarship makes space for one more.

The program's link is in the 1st comment.
#aigtm #scholarship #gtmengineer #clay

CEO, SalesCaptain | Clay London Club Lead 👑 | Top lemlist Partner 📬 | Investor | GTM Advisor for $10M+ B2B SaaS

We walked into a time machine and saw what GTM looks like in 2028.
That’s what Clay Club Paris felt like.

After talking with Varun Anand (Clay), Charles Tenot (lemlist), Frank Sondors 🥓 (Salesforge.ai 🔥) and other operators in the room, the pattern were obvious.

The strongest teams aren’t arguing about tactics or tools anymore.
They’re redesigning their GTM in 2026 around these 5 values:

1️⃣ SYSTEM DESIGN
The strongest teams build GTM as one connected system. CRM, enrichment, outbound and reporting move as one. If people are still moving data manually between tools, no matter what you do, this setup won’t scale.

2️⃣ ACCOUNT STRATEGY
The best teams spend more time deciding who not to target than rewriting copy. Insisting on volume is nothing but a way of hiding weak targeting.

3️⃣ DATA
Pipeline quality depends on your data quality. 
Find unique data sources that will set you apart. Make sure your Outbound decisions are not relying on opinions, they must rely on signals.

4️⃣ PEOPLE & PARTNERS
- Great hires think in workflows, not tasks, they design how leads, data, and decisions flow across the team.
- The strongest partners run their own product in production (example: Clay). If they don’t trust it for their own GTM, they won’t make yours better.

5️⃣ COMMUNITY
A few hours in the right room replaces months of trial and error (that's why events like Clay Club matter). 
Make sure you invest in attending/organizing the right events and talking to real operators. If people travel to be there, you know that room matters.

If you want to build GTM the way the strongest teams do, tomorrow I’m sitting down with Davide Grieco, Clay’s Head of Growth.

We’ll walk you through how Clay (a $3B+ company) runs its own GTM internally. 
Prepare your questions, we're revealing everything.
Here's the link: https://lnkd.in/egmdt3uy

P.S. A Paris trip isn’t complete without a stop at lemlist. That team is exemplary of these GTM values.
Later, Julia Guenier told me the visit landed with them, and the energy after it was 🔥. That meant a lot :))

A $30M SaaS CEO confirmed something to me that most GTM teams don’t want to hear:
AI isn’t making sales faster.

Last week in Bucharest, I spent an hour with Charles Tenot, CEO of lemlist.
Talking about the uncomfortable parts of building a real SaaS company.

What became obvious fast to both of us was this 👇 

Growth almost never stalls because of the market.
It stalls because companies stop building for customers.

Lemlist didn’t hit a wall because demand disappeared.
 They hit it because too much energy went into fixing systems,
and not enough into shipping things users cared about.

Charles walked me through a few decisions most teams won’t touch, but for Lemlist they changed everything:

- They killed SEO even though it worked.
- They stopped writing content they wouldn’t read themselves.
- They rebuilt the team around product velocity, not headcount.
- They treated brand like an asset, not a channel.
- They accepted the truth about AI: it looks better in RevOps than in real sales workflows.

In his words:
“AI looks great in operations. Sales barely uses it.”

And that gap explains most “AI transformation” failures.
We’re building software for teams that design workflows…
Not for the people who actually run them.
Until AI lives inside the rep’s day, not just inside the dashboards,
productivity will stay flat.

We also went deep on:
– Why traffic lies
– Why attribution rarely tells the truth
– Why dashboards don’t create leverage
– Why outbound is shifting from volume to precision
– And why CEOs shouldn’t fix problems, they should clarify them

This was a founder conversation about what breaks, and what actually fixes it. And I really appreciate his openness and honesty.

If you’re building SaaS, leading GTM, or trying to grow without getting lost… believe me, you’ll see yourself in this!

Full interview is live: https://lnkd.in/eznRgyTr

#lemlist #aiinsales

Last night we brought together 20+ GTM leaders for a private dinner in Bucharest 🇷🇴  on the sidelines of Tekpon AI Summit.

Lately, I’ve started making these small, private dinners a regular thing.
It’s my way of being focused on real conversations with the people running GTM every day, and staying close to the actual operators, about what’s working and what’s breaking and what they're doing next.

Here are some key points from the conversations we had:

- AI is forcing org design changes. GTM teams are getting leaner, more cross-functional, and structured to ship faster (not just operate faster).

- Outbound in commoditized markets needs more than volume, strong positioning and localization are becoming (the) real differentiators.

- Scaling product-market-fit isn’t one playbook. Early-stage teams need speed and a sharp narrative. Later-stage teams are solving for specialization, structure, and focus.

I love these insights because they come from unscripted conversations between people actually building.

Next dinner is in London on Dec 2.

Thanks to everyone who joined the table 💚 
Frank Sondors 🥓, Mike Korba, Ciprian Vlad, Cristian Dina, Robert Jackson Batiste Pasquet, Ignacio Villanueva Martin, Catalin Gealapu, Robert Strobl, Marijana Gligoric, Osman Koc, Hai Ta, Abdul Mukati, Alina Mitrica, Alina Ionciu, Dan Tabaran, Elizaveta Chugunova, Mihai Vinatoru, Fulvio Covone, Tommaso Fè and of course Theo Kanellopoulos.

Apologies if I missed anyone, let me know in the comments.

#gtm #dinner

95% of go-to-market teams are drowning in data,
and 0% know what to do with it!
 
That’s the brutal gap we uncovered yesterday in our live session with Davide Grieco (Head of Growth at Clay).

I will get straight to it.

Here are 6 things the most advanced teams are doing (and you should be copying in 2026):
 
1️⃣ Leads → pipeline, only when routed intelligently.

Webinar signups, demo requests, product usage...all of it lands in Slack or your CRM. But without prioritization, reps don’t know where to focus, and leads go cold. 
Top teams auto-score and route leads based on fit, behavior, and deal potential, so sales only acts when it matters.

2️⃣ Intent doesn't always trigger action.

A single website visit doesn’t trigger a sequence. Clay’s team proved that orchestration only works when fit + behavior + value are layered before making a move.
 
3️⃣ The 3-dimensional scoring system.

Leading teams score every account across these 3 core dimensions👇 

1. Account Fit Score: Tech stack, GTM motion, sales team size.
2. Engagement Score: Product usage, events, LinkedIn activity.
3. Contract Potential: Will this account be worth $5K or $500K?
 
4️⃣ Every account gets routed into one of these 4 tiers:

- Low fit, low engagement → Ignore or self-serve.
- High fit, low engagement → Educate & warm up.
- Low fit, high engagement → Monitor with product nudges.
- High fit, high engagement → Full GTM firepower: sales + ads + content.
 
5️⃣ Go-to-market teams are in sync

Sales, Marketing, and RevOps work off the same live dashboards (powered by Clay) where scores, tiers, and signals update in real time.
 
6️⃣ Everything maps back to revenue.

Every live stream, post, and paid ad is tracked, not just by clicks, but by which ICP accounts engaged. Engagement score goes up → campaign triggers fire → pipeline grows.
 
Is this just another GTM framework? ❌ 
No, This is what Clay, a $100M ARR company (with a $3.1B+ value) is doing internally, and it’s working.

I'm sharing the full slides from the session, because I believe every GTM team should have this playbook!

Comment SLIDES and I’ll DM you the full deck.
+ Link to the full webinar video in the first comment.

LFG🔥

We built a predictive outbound engine for a $35M SaaS that finds buyers before they raise their hand. 
This changed their pipeline forever.

Before, this is how Outbound worked 👇 

You would scrape lists, launch cold emails, and hope someone was “in market.” 
Most replies--> Not interested/Wrong timing/ Or worse-no reply at all.

Now, our process changed that model.

Here’s how we do it:

1️⃣ Step 1: Start with intent

We use Propensity, Bombora and Warmly, to track which companies are researching relevant topics.
No more industry limits, we open the filters wide to spot interest across every sector.

💡 Optional: Add a growth filter if you want to get even tighter, but the main thing is finding those “hidden” buyers.

Output: A live list of companies already searching for solutions you offer. These are not cold leads, they are future buyers you catch before the market does.

2️⃣ Step 2: Enrich and qualify, fast.

Now we drop those accounts into Clay or BetterContact

We pull:

→ Company size, revenue, funding, HQ
→ Who they’re hiring (remote, distributed roles)
→ Decision-makers in HR, Ops, IT, Finance (or whatever is relevant)
→ Fresh news: funding, layoffs, partnerships, expansions...etc

Every bit of context shapes your outreach (No more “saw you have a dog” lines. Each message hits real pain points, in real time.

The result?

A pipeline full of warm accounts, primed for outbound. 
Each one shows real signals.

The best part: These leads convert. 
We see up to 4-5% positive reply rates, and half of those turn into booked calls.

Outbound is about building systems that spot real buying intent, enrich every record, and make every touch count.

Want to see how this works for your team? DM me or drop a comment below and I’ll show you our workflow.

#outbound #saas #b2b #workflow #clay

Most outbound problems start in the same place: 
You’re talking to the wrong people.

I see teams rewriting copy 10 times, testing 4 versions of the offer, arguing about subject lines…
and the reply rate is still stuck at 1–2%.

This is not because the email is bad.
It's because the list is.

Here’s the simple way I look at outbound:
→ Targeting: who you’re reaching
→ Messaging: what you’re saying
→ Offer: what you’re proposing
(+ Deliverability and Infra: whether your email even lands)

If the audience is off, nothing else matters.

You can’t “out-copywrite” a bad list.
The only soft KPI I obsess over is positive replies.
(Not replies, POSITIVE replies).

If those aren’t moving, you’re hitting the wrong segment, full stop.

We learned this building campaigns for both early-stage teams and big brands.
- More volume won’t fix it.
- Personalization won’t fix it.
- A clever opener won’t fix it.

Here’s what actually works:
→ Pull real data from your CRM before you guess anything
→ Build a list around pain, not job titles
→ Use Clay to enrich and filter, don’t just scrape everything that moves
→ Test in small batches (50–100) before scaling
→ Watch for buying signals, not vanity signals
→ Protect your domains

When you get the audience right, everything downstream gets easier.
Your message lands.
Your offer makes sense.
Deliverability improves because people actually respond.

Curious: what’s the targeting mistake you see most often?

#targeting #leadgen #deliverability #gtm #outbound

Just because you can see a signal doesn’t mean you should use it in your outreach.

In the webinar we had with Frank Sondors 🥓 from Salesforge 🔥, we talked about one of the easiest ways teams break intent-based campaigns:
 
They take the signal…
and put it straight into the first line of the email.
 
“Hey, I saw you joined this webinar.”
“Hey, I noticed you liked that post.”
 
Good signal + bad experience = dead reply rate.
 
I shared what I call the Underwear Rule:

You can have deep visibility on a prospect, but you don’t have to mention everything you know.

Here’s how to use signals properly (and actually increase replies):

1. Use the signal to pick the right audience

Signals tell you who’s worth contacting, not what to write.
Examples: webinar topic, pricing page visit, post engagement, job change.

2. Write the message around the problem, not the signal

Don’t say “I saw you…”
Instead, talk about the challenge the signal points to.
That’s where relevance comes from.

3. Keep the opener clean

Lead with an idea, question, or observation, not creepy surveillance.
Your first line sets the tone.

4. Use the signal to choose the CTA

Hot signal: ask about timing.
Warm signal: ask about priority.
Cold-ish signal: ask about relevance.

5. Let the signal guide your segmentation, not your copy

Signals = filters.
Your copy = insight.
That’s the whole game.

I would love to know which signal would win "The most useful" award in your outbound this year?

#intent #intentsignals

A $3.1 Billion company is not built only on features.
The secret sauce is in how teams move.

Clay didn’t become the giant it now is only by shipping better software.
They did by rewriting how a GTM company is designed.

I saw it up close.

I remember in March 2024 we were running webinars teaching teams how to use Clay.
Back then, most had heard of it.
But very few knew how to build systems with it.

Since then, as SalesCaptain we’ve touched Clay from every angle:
• Webinars, events and Clay Clubs
• Running Clay workflows inside 60+ real teams
• Building and sharing Clay tables that went viral on LinkedIn
• Being recognized as a Clay Solutions Partner
• Watching our team build tables from mid-air paraglides and under the Great Pyramid of Giza as part of the Clay World Record
...etc

And here’s what I want to highlight 👇 

The most impressive thing about Clay was never just the product.
It was the operating system behind it.

Clay doesn’t run like your typical SaaS company.
It runs like a studio.
Builders, operators, community, partners…
All working in public.
All sharing what actually works.
All treating GTM as a craft, or an art.

Examples from inside Clay:
👉 Marketing, Growth and Sales don’t “align”, they operate as one system.
👉Accounts don’t move by MQL stages, they move by behavior.
👉Teams aren’t built around channels, but around buyer movement.

Notice anything?

GTM in Clay is not a department.
It is company design.

On December 9, Davide Grieco (Head of Growth at Clay) and I are going live and revealing EVERYTHING.

We’ll walk through:
• How Clay designs teams around the buyer journey
• How growth connects sales and marketing in practice
• How decisions run on signals
• How execution scales without adding layers
• How the same operating model runs inside SalesCaptain and across every team we work with.

If you’re still trying to “optimize” your GTM,
Time to wake up!
Your competitors are redesigning their companies around it.

Tuesday, December 9: https://lnkd.in/egmdt3uy

(Picture from the latest Clay Club in Paris with Varun Anand Co-Founder of Clay, Charles Tenot CEO of lemlist, and Frank Sondors 🥓 CEO Salesforge.ai 🔥)

The 30+ Clay workflows we rely on going into 2026.

Yesterday we had an amazing webinar with Frank Sondors 🥓 from Salesforge 🔥, where we walked through the top Clay and GTM workflows going into 2026.

Here's a quick recap since many asked for a breakdown 👇 

- The old B2B GTM game of add reps, push more emails, hope for pipeline is breaking down. AI is everywhere and channels are flooded. 
Getting the right attention is hard and costs keep climbing. 

Here’s how we are facing this:

→ Clay became our GTM data warehouse. We plugged in 150+ sources: intent, CRM, hiring, events, social, you name it. 

→ We split outreach into 3 layers: 
1️⃣ AI Outbound for hyper-personalized reach at scale (50+ signals, real data enrichment, real prospect pain points). 

2️⃣ Intent-Based Audiences for targeting people who show the right buying signals (hiring, visiting our site, mentioning us, attending events). 

3️⃣ Inbound-Led Outbound for those already aware and engaged with our brand (catching the warm leads before they go cold). 

→ Every workflow runs off real-time triggers. New CMO hire/Product launch/ Company raises a round...etc, they get a message they’ll actually want to open. 

→ A small team of 5-6 reps built enough pipeline to keep pace with teams of 50. (Yes, really, ask Frank Sondors 🥓) 

→ We ran event workflows for speaking gigs, sent local cues in cold outreach, and mapped out who in our ICP was moving jobs.

→ Before, we relied on “more hands.” Now, it’s “more brains”. This means automation, data, signals, and speed, all working together through workflows that talk to each other. 

The truth is, traditional outbound is not coming back (you need to let go).

GTM needs to evolve, and the systems behind it are now the biggest advantage. 

The full slide deck from the webinar is ready for anyone who wants a closer look. Drop “CLAY” below if you want it. 

#clayworkflows #gtm #webinar

On 9 Dec, you’ll see exactly how Clay uses Clay to run its own GTM motion.
(And how that’s shaping everything we build for 2026.)

Yes, we are unveiling the system we operate on daily.

Because if I opened your CRM right now, could you show me the 20 accounts you’d bet your quarter on?

And i'm not talking about the logos, or leads that “feel hot.”
But the ones that actually matter right now, who fit, who are in market, have money and will move.

That’s the standard Clay runs on internally.

Every account is scored by what we call at SalesCaptain, "The GTM Rule of 3"
1. Fit: Who actually matters
2. Behavior: Who’s active, showing intent
3. PCV: Where the deal value sits

High Fit, High Behavior, High PCV --> Sales moves.
Low Fit, Low Behavior --> CRM automation takes over.
This ensures marketing and sales don’t argue about stages, instead, they move accounts.

This is the model we’re using internally at SalesCaptain.
And it’s the same framework we implement across companies building high-efficiency GTM engines.

On Dec 9, Davide Grieco and I will walk you through:

• How GTM is shifting from channel-first to signal-first
• The matrix Clay uses to map every account to TOFU, MOFU, BOFU
• What real account prioritization looks like using data + AI
• The workflows teams should build going into 2026
• Case studies from Clay and SalesCaptain teams in the field

You’ll leave with a working model for how to run GTM in 2026.

You don't want to miss this.
More details and link in comments.

🔥 The lead scoring blueprint you wish you had 3 quarters ago.
Built on Clay’s internal prioritization model,
and it’s the same system we apply internally at SalesCaptain and with our clients.

At SalesCaptain, we work with go-to-market teams across industries. 
And this prioritization matrix consistently drives impact.

Why? Because it aligns sales, marketing, and growth around the ONLY two questions that matter:
1. Is this account the right fit?
2. Are they showing meaningful engagement right now?

We walked through this in our recent webinar with Clay, where we shared a practical 2x2 matrix that drives everything from outbound plays to PLG routing to paid campaigns.

👉 If you only update one thing in your GTM motion for 2026, make it this.

Here is how the "2026 GTM Prioritization Matrix" works

✅ Account Fit Score
We look at indicators like:
- B2B vs B2C
- GTM motion (PLG + SLG)
- Stack: Salesforce, HubSpot, Snowflake, Clay...etc.
- ICP signals: size, vertical, hiring patterns
- Similarity to past closed-won accounts
➡️ This tells us if this account worth pursuing at all?

✅ Engagement Score
We track behaviors like:
- Pricing page visits
- LinkedIn engagement
- Webinar attendance
- Product activation
- Positive replies to outbound
➡️ This tells us: are they leaning in, right now?

Then we tier every account accordingly:

🟥 Tier 4: De-prioritize
→ Low fit, low engagement
→ No sales effort. Light nurture via PLG motion

🟦 Tier 3: Opportunistic Sales
→ High engagement, low fit
→ Route to PLG. Sales steps in only when signals are strong

🟨 Tier 2: Marketing Nurture
→ High fit, low engagement
→ Warm up with content, events, and thought leadership

🟩 Tier 1: Target Accounts
→ High fit, high engagement
→ AE multi-threading, dinners, BOFU ads, the full pipeline play

This matrix now powers every core GTM workflow we run:
* Clay-based scoring + tiering
* CRM enrichment
* Real-time Slack alerts
* Tier-specific outbound messaging
* Dynamic paid campaigns
* Internal dashboards
* Client workflows

No matter if you’re running outbound, PLG, ABM (or all of the above) this system adapts and scales.

We’ve deployed versions of it for category leaders, high-velocity startups, and bootstrapped teams.
It works, it scales, and it gets your entire GTM speaking the same language.

These strategies separate good GTM from elite GTM.
Save this post and share it with your team.

90% of teams using AI personalization are fooling themselves.

Why?

Because a like is not demand.
And a comment is not intent.

We both know most prospects give you NOTHING to personalize.
No posts, opinions or any real signal.
Just a job title and a logo.
(Scroll LinkedIn  and you’ll see it.)

So what happens?
You scrape a name.
Grab a company.
Dump it into a prompt.
AI spits out something that looks personal.

But where’s the connection?
Nowhere.

Then comes the big mistake:
Someone liked a post.
So you assume interest.

❌ Wrong.

That person might be bored.
Half-asleep on a train.
Doomscrolling before a meeting.
Nothing about that means they want to buy.

Activity is not intent.

AI can’t create demand out of thin air.
So you end up sending “custom” messages that are all the same
except for the first name, and calling it personalization.

Here’s how we actually run it at SalesCaptain (and how you should too):

1. AI filters by company, role, and pattern
2. Write by segment, not fantasy personas
3. Use variables for real context
4. Keep the voice human

If your personalization starts and ends with a prompt, it’s not personalization.
It’s a fancy automation with better grammar.

P.S. The photo below is from a special interview with a CEO of a $30M ARR SaaS. It drops soon. Stay tuned. 😉

#aipresonalization #gtm

Your job title is killing your outbound.

One of the strangest patterns we are seeing in Outbound:
Teams do everything right. They have:
→ strong offer
→ clean data
→ good workflows
→ optimized profiles
…but their acceptance rate still tanks.

Why?
Because the outreach is coming from someone with “Sales” in their title.

People don’t want to talk to:
❌ BDRs
❌ SDRs
❌ Account Executives

They want to talk to the person behind the thinking.
In LinkedIn lingo: a thought leader.

Here’s what actually works 👇 

1️⃣ Run outreach from leadership profiles
CMO, CEO, COO...etc anyone whose title naturally signals expertise and decision-making.
Even if they’re not the ones pressing “send,” their profile creates trust and gets conversations started.

2️⃣ Keep your sales titles out of the front line
You can still route replies to your reps.
Just don’t let a “BDR” title be the first thing a prospect sees.

3️⃣ Treat LinkedIn profiles like landing pages
Your headline and top section shape acceptance rates more than the copy inside your message. Read that again.

4️⃣ Apply this to both email AND LinkedIn
Email inboxes filter by sender name.
LinkedIn surfaces your title immediately.
In both cases, the wrong title can lower your engagement rate.

If you’re not getting responses, don’t jump to rewrite your sequence.
First check whose name is sending it.
Let me know if you faced a similar issue, or if you have any questions drop them below.

#outbound #bdr #sdr #linkedin

What can your SDR actually produce in 5 minutes?
I ask every team the same question.

For most reps, the answer is:
Almost nothing… because the workflow is full of friction.

Those 5 minutes usually disappear into admin work:
CRM checks, fixing fields, searching for contacts, bouncing between tools, rewriting the same intro line.

And there's nothing I love more than removing friction!
Then, 5 minutes becomes a surprisingly productive unit.

Here’s what a “5-Minute SDR Workflow” looks like in the systems we build at SalesCaptain:

Minute 1:
Open LinkedIn → Identify a new contact → Add + enrich instantly
(When it comes to EU, we use Surfe here to pull enriched data + correct fields)

Minute 2:
Auto-sync to CRM → fields mapped, company matched, no duplicates

Minute 3:
Check job-change alerts → Does this person recently move roles?
If yes → add to a “new role” micro-segment (high intent)

Minute 4:
Add contact to correct sequence based on tier:
Tier 1 → personalized multichannel
Tier 2 → semi-automated
Tier 3 → automated

Minute 5:
Add one line of personalization using ICP pain points → send first touch

One rep.
Five minutes.
One fully activated contact, correctly enriched, correctly segmented, correctly sequenced.
If that’s not real output, I don't know what is!
 
For Outbound to work best, automate/compress everything that slows reps down.
Once you remove the admin, every 5 minutes becomes meaningful.


I'm adding a link here if you want to try Surfe for free: https://bit.ly/4rygOiB

The 5 Min SDR Workflow

You can delegate campaigns, but never delegate knowing what works.

In the early days as a founder, you are the sales team
You are the product manager
You are marketing
There is no other way. You need to see every reply, feel every objection, and spot every pattern in the feedback.

You learn fast when you run outreach, write copy, and jump on calls yourself. 
You see what channels drive real conversations. 
You hear what features make people say yes. 
You know what gets ignored.

That is not busywork. That is the job! 
You build your playbook from the inside out.

But as the company grows, your time gets pulled in new directions. 
Team building, hiring, culture, leadership...etc.
Suddenly, running every campaign yourself is not the highest ROI. 
You have to let go of the day-to-day.

Here’s what you need to remember: stepping back does not mean stepping away.

You can hand over the outbound engine, you can hire a marketing lead. But you cannot lose the pulse. 
The moment you stop knowing what messaging lands, which channels convert, or what customers want, your edge is gone.

Your business only stays alive if you keep the connection, which means:

→ Staying close to your team’s feedback
→ Reviewing campaign results together
→ Jumping into customer calls when needed
→ Tweaking strategy based on what is working now

You move from solo operator to team captain, but the market never stops moving, so you cannot stop listening.

I have lived this at every stage-agency, SaaS, conference, outbound, you name it. The founders who win are the ones who keep learning, even when they delegate.

When do you think is the right moment to let go? I would love to know how you did it.
#founder #gtm #saas #startup #outbound

I’m giving away a full outbound system-built for you, free.
In partnership with ZenABM and HeyReach.io

Signal-led outbound, (according to Kyle Poyar), is the #2 bet for marketers in 2026.

Yet many teams fail to apply it!
And it's not because they lack tools,
but because they lack the GTM engineering power to connect them.

You can spend thousands on “deals” this Black Friday.
But without a connected, intent-driven process, you’ll still have no pipeline.

That's why we decided to give away something better than any discount code.

A fully done-for-you Intent-Led Outbound Operation.

Built for you
End-to-end
Free.

Here’s how we will do it 👇 

→ ZenABM (free): capture high-intent accounts from your LinkedIn ads
→ Clay (done-for-you): auto-prospect the right ICPs inside those hot accounts
→ SalesCaptain (done-for-you): write and build winning LinkedIn + email sequences
→ Outbound setup (free): launch Smartlead + HeyReach.io campaigns
👇
You start booking meetings in weeks.

If it works (and it will), you keep the tools at a 20% discount.
If not? No commitment.

I honestly think this is a deal of a lifetime 🔥 

Slots are limited and open until December 5th.

First come, first served.
If you want in, the link is below in the comments.  

#outbound #signalled #free

Founders are searching for a stamp that doesn’t exist.

My cousin is an orthodontist.
She went to uni, did her master’s, got her accreditation, and now has a paper that literally says:
“You’re good enough.”

From that moment on, 90% of what she’ll face in her career, she’s trained for.

Founders don’t get that.

There’s no school, no license, and no moment where someone hands you a certificate saying:
“Congrats, you now know how to hire, fire, sell, market, lead, forecast, do finance, and not lose your mind.”

You just wake up everyday and try not to break the company.

Lately, I’ve been obsessed with two things to stay sane and keep scaling:

1️⃣ Systems for alignment
I’m reading "Measure What Matters" (thanks Theo Kanellopoulos for the recommendation) because as SalesCaptain grows, I can’t be in every room.
So we need to rely more on OKRs not as “productivity hacks”, but as a system to answer:
“How do I make sure people know what matters without me intervening?”

2️⃣ Beliefs for sanity
I’m rereading "The Greatest Salesman in the World", not for new tactics, but actually for reminders:
* You’re a unique creature, stop trying to fit in.
* Approach people with love if you want them to open up.
* Success might be one more bend in the road away. Keep going.

Of course, tools matter and tactics help.

But every founder needs two invisible frameworks:
1. A system to align the team.
2. A belief system to keep the fire burning.

Scott Ward (HabitStack) unpacked this beautifully in our chat.
You can watch the full interview here: https://lnkd.in/eAgHjSrH

Still no stamp. But maybe that’s the point. 😉 

Let’s keep building.🔥

Here’s the exact 5-layer AI outbound system behind our $3M ARR.
It only requires 3 tools! 
And you can use it today.

This is how we built SalesCaptain’s AI-Led Outbound system into a repeatable machine:

1️⃣ Identify your ICP & sub-niches

Start with a broad market, then slice it into micro-segments.
Instead of “manufacturing companies,” I go for “food packaging manufacturers in the UK.”

2️⃣ Identify problems for each sub-niche

Map the pain points for every group.
Compliance headaches, logistics issues, tight margins...etc.
Now, your outreach moves from “let's just send to anyone (the infamous spray and pray)” to “pain-driven.”

3️⃣ Create templated emails for each niche

NO generic templates. No ‘Hi {first_name}, I hope this finds you well.’ nonsense.
I build mini playbooks per niche, pairing pain with value (let me know if you want an example in the comments).
Each email has a job: speak to the problems that matter.

4️⃣ Personalization with AI

AI comes in to scale what works.
Pull company news, intent data, and triggers into every message using Clay.
You move from manual 1:1 writing to AI-assisted relevance at scale-without losing the human touch. For this, and the previous step, tools like Twain or Octave can help a lot.

5️⃣ Send emails

This is the execution part, where tools like Instantly.ai and lemlist connect the dots.
The system loops, learns, and improves with every send.

The creativity: who to target, what pain to solve, how to structure... 
still comes from YOU.
AI takes over the repetitive parts.

That's the basis of AI-led outbound, scaling without compromising on quality!

If you want more workflows like this, let me know in the comments below.

#ailedoutbound #aiinsales #workflows

Michel Lieben 🧠

Founder / CEO @ ColdIQ | Scale Outbound with AI & Tech 👉 coldiq.com

I’m (Michel) the Founder & CEO at ColdIQ, a sales prospecting agency (+ we compare the latest sales tech, too!).

We worked with 100+ B2B organizations (including SaaS & Agencies!) and are using Clay, Prospeo, FullEnrich, Instantly, Lemlist, Ocean.io - alongside other great sales tools - to run outbound campaigns that flood 🌊 our (and our clients’) inboxes with interested prospects.


We can help you:

• If you’re a B2B business leader who doesn’t have the time to handle your prospecting engine or to hire and manage salespeople… You can outsource your lead gen to us, and we’ll transparently show you the exact way we run your campaigns. (We’ll provide SOPs, too… if it works so well that you want to build your in-house team).


• If you’re a sales leader or an outbound agency owner: We’ll help you set up the exact systems & tools we use to run automated ‘trigger-based’ campaigns that convert like crazy. 


• And… if you simply want to improve your B2B sales automation skills or learn to run these campaigns yourself, we’ll teach you by building a campaign from scratch together with you —from ‘idea’ to ‘running campaign’ (we’ve done it more than 50 times already, and the rumour says people ❤️ed it).


We've launched hundreds of campaigns, so you don't have to.


Thus - if you: 
- are a B2B service/solution provider making > $50k/month
- provide solutions with Lifetime Value > $10k
- want to shortcut your outbound success


We can help.

Send a DM, and I'll share more details.

Alternatively, reach out to michel[at]coldiq.com 
or via the website 👉 coldiq.com 


__________



And if you're looking to build your top-of-funnel tool stack... 
Check our curated lists of the best outbound tools here 👇

👉 coldiq.com/tools 👈
👉 coldiq.com/ai-sales-tools 👈

Performance-based B2B lead generation 💥 | coldiq.com
→ We help you scale your prospecting activities by implementing outbound sales systems in your business. We take care of sourcing leads, researching your ICP, crafting the sales messages, automating sending and ensuring the high deliverability of messages. We let you focus on what brings money into the business: closing deals.

I turn 31 today. My business made $557,000 last month. But before that, I failed 7 businesses in a row:

Here’s what I tried building... 
and why I'm convinced each 'fail' got me closer to a 'win'


1. I started a clothing brand with my friend Thibault Selderslagh.

👎 We barely managed to sell 15 t-shirts. We had to order minimum 400. So we ended up with 385 t-shirts... now collecting dust somewhere.

👍 But, I learned how to create websites during this process.

↳ ... a skill I used to create the V1 of my website ColdIQ.


2. I co-founded a raffle lottery in the UK 🇬🇧

👎 I invested 40,000€ of my personal savings. We only managed to sell £1,000 worth of lottery tickets.

👍 But, I learned to run ads while desperately trying to sell these tickets.

↳ ... a skill we now use to book 50+ monthly meetings via ads. And that we offer as a service to clients (with some closing > $1M as a result!)


3. I tried to become an Instagram influencer.

👎 I found a hack that grew my account to 29,000 followers. Then it stopped working, and I've lost followers ever since. I never made a dime from the platform, nor did I get offered any free brand product.

👍 But, I learned about social media & algorithms.

↳ ... a skill that got me to be a LinkedIn influencer instead (😆). But more seriously, this led to 15,000,000+ impressions & 1,000+ inbound meetings for my company.

(And we now offer it as a service too... send a DM!)


4. I ran a sports betting affiliate website.

👎 I grew it to $6,000/mo, until it dropped to 0 overnight because of regulation changes in Belgium 🇧🇪

👍 But, I learned a lot about monetizing affiliate brand deals.

↳ ... a skill that allows us to generate > 5-figure per month in passive affiliate revenue.


5 & 6. I started an MMA Betting blog AND a Crypto blog.

👎 None of them made a single $1.

👍 But, I learned SEO & Copywriting

↳ ... skills that are responsible for driving 100s of thousands of visits to ColdIQ's website.


7. I launched a Facebook Ads agency

👎 I booked 15 meetings, and didn't manage to close a single client.

👍 But, I learned cold email in the process.

↳ ... a skill that turned into a service we currently deliver for 70+ clients, amounting to > $500K in MRR.


Takeaway?
You win, or you learn.

And each failure turns into a lesson that lets you try again... better.

So keep pushing!

P.S: Want a free strategy call with us? Book it here - https://coldiq.com/

Founder & CEO at ColdIQ | Tomorrow’s GTM Systems, Built for you 👉 coldiq.com

Failing 7 businesses before growing one

Silicon Valley is the hub of GTM unicorns.

But have you seen what’s going on in Europe?

Giants are being built in countries with just 11M inhabitants 🇸🇪 🇧🇪

And it’s happening all over the continent.

Here are some of my favourite EU success stories:

1. Odoo 🇧🇪

Founded by Fabien Pinckaers, Odoo quitely grew to 40M€ MRR and is now valued at well above $5B.

They did that by breaking all the rules:

→ A generous Freemium model.
→ Kept it open source & community-powered.
→ Built 100s of apps, instead of just ONE block.

All the while: 

- his board was trying to get him fired.
- spending 7 years near bankruptcy.
- losing 16M€ from overnight

Today, it’s 6500+ employees & 750M€ in revenue in 2025.

I’m especially proud of this one, as a fellow Belgian 🇧🇪!


2. Lovable 🇸🇪

Founded by Anton Osika & Fabian Hedin… it’s the loudest success story of the year.

Lovable hit $200M ARR last week, one year after hitting $1M ARR.

At ColdIQ, we use it to build free tools for lead generation purposes.

Testing out prototypes required technical people. 
Most of our team is able to spin off a ‘free email finder’ or a ‘custom client dashboard’ in a day.


3. lemlist 🇫🇷

The French success story that should be studied by everyone in GTM.

Founded by Guillaume Moubeche, now led by Charles Tenot.

It includes lemlist, Taplio & now Claap under one umbrella.

Some things to takeaway:

- A 300K+ combined followers, employee-wide LinkedIn content strategy.
- Unseen build-in-public transparency by their Founder & the entire team.
- Bold acquisitions (i.e: Taplio, Claap) so their app ecosystem covers every GTM function.

At ColdIQ, they're our #1 choice for all our multichannel prospecting campaigns!


4. n8n 🇩🇪

They’ve been a staple in automation teams for some time…

But with the rise of AI agents… they became a category of one.

More modulable than their competitors, more powerful, less expensive… it’s an essential component of modern AI + GTM tech stacks.

It’s saving our team hours of work everyday!


Other GTM success stories across Europe:

🇨🇿 Apify
🇫🇷 Aircall
🇫🇷 arcads AI
🇫🇷 Argil
🇫🇷 Dust
🇫🇷 FullEnrich
🇫🇷 Hyperline
🇫🇷 Prospeo.io
🇬🇧 Attio
🇬🇧 ElevenLabs
🇬🇧 Synthesia
🇲🇰 HeyReach.io
🇪🇸 Genesy
🇪🇪 Pipedrive
🇦🇹 Storyblok
🇳🇱 Expandi
🇳🇱 Framer

… and the list goes on!

P.S: What EU SaaS is on your radar at the moment?

How I would find my first 10 clients if I had to restart from 0:

It's how I've hit > $6.5M+ ARR in 3 years 👇

1. I'd find a ‘free’ way to get my brand out there.

In the beginning: 

You have lots of time.
You have little money.

So you want to start with a time-consuming channel that doesn’t require much funds.

This could be:
→ Writing blog articles.
→ Creating LinkedIn posts.
→ Recording YouTube videos.
→ Being active in niche communities.

I tried them all.
The one that worked best for me was LinkedIn.

It’s what I recommend to all my friends in B2B to get started.


Software you can use:
- Design: Canva or Figma
- Content Ideation: Taplio or Scripe 


2. I'd direct this ‘visibility’ to a short landing page.

Your brand efforts will gather interest.

Interested visitors will check your site or your social profiles.
You want them to understand asap how you help.

The most effective way I found to do so, is to record a 5-min video sales letter, breaking down your offering.

Some people won’t buy straight away.

For them, I’d suggest creating a lead magnet to grab their email addresses
… and nurture them with valuable content over the long term.

For the ones that didn’t provide their emails, you can use visitor identification software to de-anonymize them (in the US).


Software you can use:
- VSL Hosting: Wistia
- Landing Page: Webflow or Framer
- Visitor Identification: Midbound or Instantly.ai


3. I'd reach out to warm ‘high-fit’ leads.

Many prospects will engage with your content but won’t try to schedule a call

Still, they might be interested.

In this case, I’d suggest reaching out to every prospect who’d make an ideal client but hasn’t messaged you yet.

I recommend writing your first 25-50 messages by hand, before trying to automate.

This could look like:
“Hey {{name}}, seems my post on {{topic}} resonated with you. Are you working on {{potential initiatives}}? Happy to swap notes if that’s helpful.

Whatever you write… the magic of manual notes is that it forces you to re-read & improve your messaging every time.

This allows you to uncover patterns…
Which will be invaluable once you scale your sending.


Software you can use:
- Email Outreach: Instantly.ai
- LinkedIn Outreach: Expandi
- Multichannel Outreach: lemlist
- Email Finding: Wiza, Prospeo.io, LeadMagic or FullEnrich.


4. I'd repeat the above steps for 3 months straight before considering giving up. 

This 100% works.
It sounds simple, but it’s challenging to keep working hard when things are uncertain.

Working hard is difficult on its own.
But working hard, when doubting that there’s a point, is even harder.

To make it work, you must somehow convince your brain that you’re not doing this for nothing. Even when you get 0 results in the first weeks, or months.

Repeat these steps enough times.
And you’ll inevitably improve.

Improve enough…
And soon enough, you’ll reap the rewards of your hard labour.

Good luck ✌️

P.S: Who's starting something new in 2026? 👇

Claude can now build advanced n8n workflows from a single prompt.

Just use this Claude project setup, and it will handle 90% of the work 👇

This completely changed how we build automations at our $6.5M ARR agency…

Here’s precisely how we run this:

1. Write a basic prompt describing your workflow. 

Claude (Sonnet 4.5) will read it, break it down & output an n8n JSON file that can be imported.

2. Claude takes care of the complex implementation.

That is:
- Filed mappings + expressions
- Data flow between nodes
- Trigger configurations
- Conditional branches
- Sticky notes for docs
- Error handling

Beware: there are usually a few small items to debug, and it won’t add your API keys for you. But everything else is handled.

Now, what’s included in the system:

1️⃣ Full Claude Project Setup

The system infrastructure that transforms Claude into an n8n workflow builder. 
(Just need to copy paste & you’re ready to go!)


2️⃣ Over 70 n8n Documentation Pages

The official n8n GitHub documentation from which we extracted syntax, capabilities & node references. 

That’s how Claude knows how to build functioning workflows.


3️⃣ Templates & Frameworks

Templates + Frameworks you can copy-paste for use cases like lead routing and social listening.


4️⃣ Real-life Examples 

Our actual prompts vs. the workflows Claude ended up building.
(So you can see what worked well, and what did not).


5️⃣ SOPs to always stay updated with the latest Docs

Step-by-step guide to pull and compile n8n documentation every time there’s a new feature.
(Which is every week in AI world)


Once again, this is democratising complex workflow buildouts.

Starting from scratch or piecing together documentation used to take a lot of time.

“How to build n8n workflows?” has always been a bigger challenge than “what n8n workflow shall I build?”

This flips the questioning on its head.

Spend most of your time thinking about which automation moves the needle for your business. Not how you'll build it.

...and leverage Claude to get 90% of the way there.

If you want to get the entire system, including the documentation package & guide to set it up yourself, comment “PROMPT”, “n8n” or “CLAUDE” and I’ll DM it to you!


P.S: Kenny Damian is our n8n 🐐 at ColdIQ, and the man behind the agentic workflows we build for our > $10M ARR clients. If you want to get access to these value drops before everyone else… you NEED to follow him!

Most companies bet their entire LinkedIn strategy on the Founder.

We get the whole team involved:

Last month, this allowed us to sign 14 new deals, totalling ~$70,000 in MRR for our agency. Plus, another 16 customers won for our educational program.

It’s a win-win.

For the team:
→ They grow their brand, a precious asset they own… and that will benefit them whatever they decide to pursue.

For us:
→ They send visitors to our site and generate qualified leads every single day.

Everyone shares around their domain of expertise: 

- Ivan talks about ABM, LinkedIn Ads & Funnels.
- Millie shares tips on Founder-Led branding.
- Monika shares her best cold email rewrites.
- Kenny shares his latest n8n workflows.

… and the combined posting volume makes it challenging not to come across ColdIQ on your LinkedIn feed.

2026 will be the year of Employee-led branding.

Don’t miss this shift.

We completely changed the way we run GTM at ColdIQ.

And now, we’re making it official 👇

ColdIQ started as an outbound agency.

It’s still the biggest chunk of the work we do.
It’s how I found our first clients.
And it’s still an essential part of our GTM engine.

But as we ran our own go-to-market at ColdIQ…

We started experimenting with new channels:

- Google Ads
- Meta Ads
- SEO
- YouTube
- Quora Posts
- Reddit Posts
- Niche Communities
- Newsletter Sponsorships

… but most importantly:

→ LinkedIn Content
→ LinkedIn Ads

By adding LinkedIn content to the mix, we built one of the most powerful distribution engines in the GTM niche.

30M impressions.
2500+ B2B meetings.
250,000+ followers gained.
$4,000,000+ in deals influenced.

And we got much better results with our cold emails, without changing anything, just because this content engine built so much social proof.

And then, we pushed it one step further. 

We realised we had published so many proven posts… that if we pushed these in front of more of our target personas… we’d potentially book even more meetings.

So we did…

And, once again, the numbers looked great.
(LinkedIn Ads aren't 'that' simple, but you get the gist!)

This is when I started doubting the ‘logic’ behind our offering.

We’re killing it at 3 B2B channels…
So why are we delivering just 1?

If a GTM Leader in B2B Tech came to me asking: “Hey Mich, I have $20K to spend per month on my GTM… what shall I do?”

I wouldn’t tell them: “Just send as many cold emails as humanly possible”

I’d tell them to run a GTM engine that syncs Outbound, with LinkedIn Content & LinkedIn Ads.

So we quietly started offering this to clients.
But didn’t advertise it on our site.

Up until the results were undeniable.

It’s worked so well for us.
It’s worked amazingly well for orgs like AirOps. 
(who closed >$1M via our ABM engine & went from $2M to $15M just this year)

And I’m betting it’ll work for you if you’re a GTM Tech, AI SaaS or B2B Tech company.

If you’re wondering how the machine operates, have a look at the video ↓

Or schedule a call with our team here: coldiq.com


Talk soon ✌️

Founder: “There are so many sales tools, how do I even pick?”
Me: "I run outbound for 75+ companies. Start here 👇"

(Pick just 1-2 tools per category)

1️⃣ Databases

Accurate data sourcing is the foundation for successful outbound.

You need at least one very reliable data platform.

Some of my favourites include:

1. Clay (starts at $149/mo)
↳ They aggregate 100+ data providers in one place, including as intent platforms and AI agents.

2. Openmart (from $149/mo)
↳ My favourite database for SMBs & local businesses.

3. LinkedIn Sales Navigator (from $99/mo)
↳ The O.G B2B database.

4. Exa’s websets (from $49/mo)
↳ List building agent that retrieves niche data based on plain English prompts.


2️⃣ Enrichment

Your sourced lists will often miss contact data (i.e: email addresses & phone numbers)

To enrich these, I recommend a combination of:

- Wiza (starts at $49/mo)
- FullEnrich (starts at $29/mo for 500 credits)
- Prospeo.io (starts at $39/mo for 1,000 credits)
- LeadMagic (starts at $99.99/mo for 10,000 credits)


3️⃣ Agents

AI agents best prospecting use-case is automating lead research.

Depending on use case, I'll use:

1. Relevance AI (starts at $19/mo)
↳ Ideal to build custom agentic workflows.

2. Claygent (starts $149/mo)
↳ Within Clay, best agent to perform at scale research on your lead lists.

3. n8n (starts 24€/mo)
↳ One of the most flexible, powerful & cost-effective workflow builder.


4️⃣ Signals

You can’t know for sure that companies are in-market for your services.
But you can make an educated guess by monitoring buying signals. 

Some reliable platform to source these signals include:

- Clay (starts at $149/mo)
- Common Room (starts at $1,000/mo)
- Trigify.io for social signals (starts at $149/mo)

lemlist also recently release a ton of signals within their all-in-one platform.


5️⃣ Outreach

Next up, you’ll want to contact your leads, while maximising the likelihood of your messages getting delivered.

Some great options include:

- Instantly.ai for email outreach (starts at $37/mo)

- Expandi for LinkedIn outreach (starts at $99/mo)

- lemlist for multichannel outreach (starts at 69€/mo)


6️⃣ Closing

Tech doesn’t replace a great seller, but they can help by:

1. Facilitating deals data logging, storing & cleaning: Attio (starts at 36€/mo)

2. Recording meetings,taking notes & gathering sales insights: Attention.

3. Capturing lead interactions, and routing insights to Salesforce: Momentum.io (from $69 per user per month)

4. Automating inboud routing: Default (starts at $500/mo)

5. Building clean proposals: Qwilr (starts at $39/mo)


P.S: Have you tried a great sales software recently?

Which one it is? 👇

Sales Technology Stack

LinkedIn content got ColdIQ past $550,000 in MRR.

And this workflow turns each of our posts into pipeline:

Here's the step-by-step breakdown:

STEP 1: CAPTURE REAL-TIME ENGAGEMENT

Each profile view, like and comment gets automatically tracked.

Someone engaging with you or your content doesn't mean they'll buy from you... But it could be a sign.

STEP 2: DATA ENRICHMENT

For each of these engagers, Clay enriches data on the person & their company.

- Job title
- Tech stack
- Hiring signals
- Company size
- Funding rounds

All of this information is enriched within minutes.

STEP 3: AI QUALIFICATION

Most of the people who engage with your content aren't a good fit for your offerings.

We use OpenAI & Claude's flagship models to score each contact.

- Great fit? We moved them to the next step.
- Not a fit? We stop the enrichment process here.

AI qualified based on criteria such as:

- B2B vs. B2C
- Geography fit
- Industry match
- Company size match
- Estimated customer LTV
- Seniority, Function & Job Title

STEP 4: CRM DEDUPLICATION

Before doing anything more, we verify: is this lead already in our records?

→ Is it an existing customer?
→ Are we already in talks with them or their team?

If so, skip them.

→ Are they a net new contact?

If so, push them to sequence.

At scale, it's difficult to avoid it entirely...
But you want to avoid reaching out to existing customers.

STEP 5: WATERFALL ENRICHMENT

We find contact data via a waterfall that includes Wiza, Prospeo.io, FullEnrich & LeadMagic.

This allows us to maximise our coverage, and get from ~50% verified email to > 85%.

STEP 6: CONTEXTUAL OUTREACH

Depending on the prospect's tier, we'll engage via email or multi-channel outreach.

Each prospect gets a tailored message via Instantly.ai or lemlist that references the topic of the post they engaged with.

Something along the lines of:

"Hey {{first_name}}, saw you engage with posts on {{topic}}, so I figured you'd be interested in this breakdown laying out how Snowflake sourced 60% of its pipeline from SDRs using {{unique mechanism}}"

STEP 7: POSITIVE REPLIES & BOOKED MEETINGS

This system consistently books 100+ qualified meetings for ColdIQ.

And it runs 24/7 on autopilot.

→ Every content piece can become a lead magnet.
→ Every engagement can turn into a qualified opportunity.
→ New conversations happen every day.

If you're posting on LinkedIn and not at least monitoring WHO engages with your posts... you're missing out.

Are you currently tracking your LinkedIn engagement?

P.S: We can build this workflow for you, alongside other GTM plays, including some similar to those we built for AirOps... that helped them get from $2M to $15M ARR just this year. 

Book a time with our team if you're interested :)

I tested way too many AI Sales tools.

Here are the categories I’m closely watching in 2026:

1/ Workflow Builders

Why?

↳ They help you build advanced, multi-step, automated prospecting workflows.

Example use-case: Running a signal-based Clay campaign that scores leads, segments them into several tiers, adds an AI-personalized first line… and pushes contacts to your favourite sequencer. For 1,000+ leads. On autopilot.

Examples include:

→ Relevance AI
→ Outbond
→ Clay
→ n8n


2/ MCPs

Why?

↳ They enable AI agents to take actions by connecting to your tools. Without you needing to manually open them.

Example use-case: Connecting Claude MCP to Google Calendar so that it… 

[1] checks how many sales calls you have today
[2] researches each prospect
[3] provides relevant talking points for the qualified ones…
[4] cancels meetings with unqualified leads. 

All that, without opening your calendar app.

You can prompt via tools such as:
→ Cursor
→ Claude
→ VS Code
→ Mistral AI

And connect to your apps using:
→ Docker, Inc
→ Pipedream
→ Composio


3/ All-in-One Sales Platforms

Why?

↳ They consolidate every essential cold outreach feature within one platform.

Example use-case: Warming up domains, building a lead list, monitoring relevant signals, enriching contact data & automating email outreach (Instantly.ai) or multi-channel outreach (lemlist) without any other prospecting tool. In essence, running your entire prospecting campaign in one place.

Examples include:

→ Instantly.ai
→ Expandi
→ Artisan
→ lemlist


4/ Sourcing Agents

Why?

↳ They source data autonomously, given a set of prompts.

Example use-case: Sourcing a list of Sales Leaders, based in SF, in VC-based startups that have > 5X’d revenue 2 years in a row within the last 3 years… by simply telling Exa, in plain English, that this is the list you’re trying to build.

Examples:

→ Relevance AI
→ Outbond
→ Claygent
→ Tavily
→ Apify
→ Exa


5/ Conversation Intelligence

Why?

↳ They record meetings & extract relevant insights from your business conversations.

Example use-case: Reviewing your latest 100 sales calls via Attention’s agent to figure out the most frequent objections your sales team gets from prospects.

Examples:

→ Momentum.io
→ Fireflies.ai
→ Attention


6/ Signal Platforms

Why?

↳ They monitor intent signals to help you uncover prospects in buying mode.

Example use-case: Monitoring previous product buyers (champions) in Common Room, to pitch your solution when they move to a new company (that doesn’t use your product yet!)

Examples:

→ Common Room
→ TheirStack
→ Outbond
→ Clay


7/ AI SDRs

Why?

↳ They automate your prospecting entirely.

Example use-case: Letting Valley write your outreach, qualify your leads, monitor replies & answer on your behalf.

Examples:

→ Artisan
→ Valley

P.S: What AI Sales software category are you betting on in 2026?

AI Sales Categories for 2026

How I get > 30% replies via LinkedIn DMs

By doing the opposite of the 100+ weekly pitches I get:

CONTEXT

I sent 5M+ outbound messages for my $6.5M+ ARR Agency.

Nowadays...

Answering DMs costs me more time than running campaigns.

I'm the CEO at a 33-person company.
(I can't imagine how much outreach execs in big orgs get)

That said, I know most execs check their inbox.
And many reply.

Here's how I decide whether I'll respond or not...

And how I changed my own outreach because of this ↓


✅  DMs offering free work

Some DMs offered a free landing page rewrite or samples of already-made work.

I ran prospecting campaigns and pitched free custom lead lists.
(These were getting me more positive replies than I could handle)

My recommendation: Imagine your prospect is an existing client. What's the first thing you'll do for them? Do it already and send it over!


✅ DMs asking to be referred

Let's say you:
1. Send a message based on a current initiative of ColdIQ
2. Searched who is in charge of this initiative.
↳ I'll gladly refer you to said person

PS: You can automate this 'play' via Clay by combining intent signals & retrieving a leader/manager in a specific department.


❌ DMs asking for time on the 1st touchpoint

Meetings are my personal hell.
I'm fighting every day to eliminate as many of them as possible.

If you're "just asking 15 min of my time" to pick my brain, I won't answer.


✅ DMs from ‘known’ people

An unfair truth in cold outreach: $WHO sends a message matters even more than WHAT the message is.

If you're a well-known executive, I'll most likely reply.

I saw this firsthand as I grew my LinkedIn to 60K+ followers...

The exact same message would perform better, without changing anything.

Pro tip: If you sell B2B products, build your brand on LinkedIn.


❌ Generic templated outreach

The only way to make impersonal, generic outreach work is to send at a massive volume (millions of messages).

LinkedIn doesn't allow such volume.

So you'd be better off doing this by email.
Or better yet... not at all.


✅ DMs sharing valuable insights

Jihad explained this better than I could under one of my posts:

"
The best "free work" isn't actually work → it's insights.

I send technical audits of prospects' platforms.
→ 5-minute analysis
→ 3 specific optimization opportunities 
→ No strings attached

Example: "Your checkout flow has a 23% drop-off at payment verification. Here's why + 2 quick fixes."

- Takes me 10 minutes.
- Shows immediate value.
- Demonstrates expertise without asking for anything.

The key: Make it so valuable they'd typically pay for it.

Generic "free consultation" = everyone does this.
Specific actionable insight = rare.
"

Solving prospects' issues before they pay you a dime is the fastest way to gain their trust.


🔘 Videos or Voice Notes

I listen to voice notes or watch videos.

It annoys people.
But if they're well done, they'll grab attention.

What's a DM you receive you could NOT ignore?

Share it 👇

30% LinkedIn DMs

AI agents are replacing human employees.

Funny enough, they operate in very similar ways:

The smartest agents don’t work alone.
They work in teams.

Some behave like assistants.
Others as managers.

And as with any sort of team, there are different ways to structure their collaboration.

To illustrate this:
We can look at how 3 multi-agent setups would handle the same task…

For example: Scheduling a quarter business review with an important client.


1️⃣ Hierarchical setup

A manager agent assigning tasks to its agent team members.

1. The manager receives a task = Schedule a business review.

2. It tells a subordinate agent to check potential times to meet with the clients.

3. Another agent checks product usage from the client. "Has usage recently dropped? Is engagement still strong?"

4. A 3rd agent drafts an email based on client availability & product usage: 

"Hey Achilles, it's been a while - wanted to ensure you're using the product to the fullest. How about a quick chat next week, Wednesday?”

5. The manager reviews everything and sends the email.


2️⃣ 'Human-in-the-Loop' 

A smart assistant tapping your shoulder when needed.

1. The agent drafts the business review email and finds some available times.

2. But… it sees the client gave negative feedback 2 weeks ago.

3. Before sending the email, it asks you: “Do you want to review the email before I send it?"

4. You make small tweaks, and you send it.


3️⃣ 'Sequential' setup

Like a factory or an assembly line where each person does one task and hands it off to the next.

1. 1st Agent asks: "Is a quarterly business review due?" based on the client's last meeting time.

2. 2nd Agent pulls client's usage data.

3. 3rd Agent drafts a short email.

4. 4th Agent sends the email to book the meeting.


So, when should you use which?

As a rule of thumb:

- Hierarchical setups work well for complex, multi-step tasks.

- Human-in-the-loop setups are recommended for high-stakes, sensitive tasks.

- Sequential setups for ordered workflows with clear dependencies.


P.S: What's one process in your team that would run better...
with some smart agents working behind the scenes? 👇

taplio

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