Outbound has changed. Complexity and outdated advice make it harder than it needs to be. This practical Lunch & Learn shows you the modern, simpler path: define a narrow ICP, build lookalike account lists, read real buying signals, and run human-personalised, AI-assisted, omni-channel plays that engage every stakeholder at the right accounts—at the right time.
We’ll compare the “2018 way” (manual list building, long sequences, generic break-ups) with today’s signal-driven approach: automated lookalike sourcing, validated contacts, AI-assisted emails, deliverability hygiene, and calling when intent is present. You’ll leave with plug-and-play frameworks for emails, call openers, objection handling, and a simple set of metrics to track effort, effectiveness, and outcomes.
What you’ll learn
- ICP & Lookalikes: How to tighten your ICP and spin up lookalike account lists using your best customers as a model—so you focus on the 20% of accounts that move the needle.
- Buying signals & timing: Spot intent, hiring, and trigger events to reach the right people at the right moment—and avoid wasting time where there’s no budget or use case.
- AI-assisted omni-channel: Use AI to accelerate research and write relevant, mobile-ready emails; then multi-thread with LinkedIn, calls, and light gifting for high-value targets.
- Email frameworks that get replies: Observation → Problem/Insight → Credibility → What you do → Interest CTA—plus notes on tone, context, and “not-BS” tests.
- Call openers & objection handling: Field-tested talk tracks, permission-based openers, and simple closes that progress deals without pressure.
- Metrics that matter: Track calls, quality connects, qualified meetings, and pipeline so your team stays accountable and focused on revenue.
- Discovery shortcuts: Four must-ask questions and worksheets to quantify pain, align to executive goals, and expand the buyer’s “after” vision.
Who should attend
Founders, sales leaders, SDR/BDR managers, and marketers who want a faster path to qualified meetings—and a repeatable system their team will actually use.