The outreach checklist
The outreach
checklist.
Tick it off before a send, while it runs and after the replies come in. Print one for each campaign.
VooReach, a product of webxlr8
The outreach checklistBefore you
press send
Contacts, script,
sender and link
Contacts enriched. Name, title, company, email and phone filled from Apollo and Lusha.
Duplicates dealt with. Flagged duplicates reviewed before import, so nobody gets the same message twice.
Brand and industry set. On every contact in the send. Chrome extension imports arrive with brand, industry and owner pre-set.
Right library. The script comes from this brand and this industry.
Preview read. {{firstName}} and {{company}} show real values, with no raw braces left.
Channel fits. A connection request, a LinkedIn message and an email each read differently.
Sender assigned. The right LinkedIn or email sender, assigned to the person running this send.
Booking link included. {{booking_link}} is in every script that asks for a call.
Availability current. Working hours and date overrides match the weeks ahead.
The outreach checklistRead the log
while it runs
Every send logs
to the contact
LinkedIn sends
Connection requests and messages, sent in bulk from the Chrome extension.
Email results
Per contact, from the bulk composer, with the reason for each one.
| State | What to do about it | ||
|---|---|---|---|
| Sent | Nothing yet. Watch for replies. | ||
| Queued | Let it finish before sending anything again. | ||
| Failed | |||
| Skipped |
Failed rows opened. The reason read on each one.
Skipped rows checked. Fix the contact, or leave it out.
Queued left alone. No second send to the same people.
Right sender. Nothing went out from the wrong account.
Campaign state right. Active, or paused if something is off.
Counts written down. In the tally above, for next time.
The outreach checklistTurn replies into
booked meetings
Through your
booking link
A prospect replies
You answer with your booking link
They pick a slot they can take
It lands on your calendar with a Meet or Teams link
The meeting ties to the contact and campaign
Every reply answered. With the booking link wherever a call makes sense.
Contact status updated. So the next person to open the contact knows where it stands.
Meetings tied up. Each booked meeting shows against its contact and its campaign.
No-reply contacts noted. Ready for a follow-up script, not a repeat of the first one.
Campaign marked completed. Once nothing is left to send.
Scripts to rewrite listed. Below, while you still remember why.
See it with your own prospects. vooreach.com
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