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Build an Always-on Outbound Campaign with AI, Signals & Gifting

Sendoso's Marketing & BDR team leans into AI and automation to scale their outbound capacity. 

Key Signals
AI Outbound Agent
Job Changes
Cust. Competitors
 
 

Playbook Overview

 

When should you run this playbook?

You want to prioritize the warmest accounts & buyers using multiple buying signals, which are extremely time-consuming for reps to do

You’re trying to get more results with a lean team 

 

Who to target?

 

Playbook goal?

 

Responsible teams?

  • Marketing
  • Sales Development
  • Sales (Account Executives)

47 opportunities in 30 days.

Not by spamming. Not by brute force.

Most outbound fails because it’s generic. The best teams? They don’t just find accounts…they layer signals to reach the right buyers at the right time.  

And they do it at scale.

Here’s how Sendoso got 20% reply rates and generated 47 opps in 30 days (and how you can too):

Summary of the play:

  1. Sendoso uses Gem-E (an AI outbound agent) to constantly monitor their target accounts for all relevant buying signals. 
  2. Gem-E builds list and prioritizes buyers that Sendoso should engage with.
  3. Gem-E combines signals and Sendoso's CRM data to write and send emails to those buyers on behalf of Sendoso's BDRs.

Step 1: Provide list of accounts

  • Sendoso provided a list of accounts that their Sales team is going after, and
  • A list of all ICP accounts that the Marketing team and BDRs are targeting.

Step 2: Look for buying signals

Gem-E monitors those accounts for buying signals that are relevant to Sendoso.

For example:

  • Past Champions = If they loved you before, they’ll bring you in again.
  • New Decision Makers (New hires & Promotions) = fresh opportunities.
  • Buying Group Gaps = Who’s missing? Multi-thread like a pro
  • Competitors of Sendoso's customers = 2.5x more likely to convert

Step 3: Build list  

Gem-E creates new contacts (if missing) and enriches contacts with Names, Titles, Email Addresses, Phones, Locations

Step 4: Research & add CRM context

Gem-E scans Sendoso’s Salesforce to detect any relationship data or context that would be helpful for the outbound for each account.

For example:

  • If there is a past Closed Lost opportunity & what the closed lost reason was
  • If there are any past Sendoso users at the account to connect them with the new buyer

Step 5: Write and send emails

Finally Gem-E combines the relevant signals and Sendoso's CRM data to write emails/sequences for each prospect.

Sendoso then fully automates the sequence sending through Outreach and Instantly, removing all manual work for their BDRs and AEs.

Add Strategic Gifting : By combining signals surfaced by Gem-E with Sendoso’s Smart Send AI, Sendoso will include links to personalized gifts. 

Example:

Example:

Set Up This Playbook in UserGems:

  1. Create an Audience of your selected accounts
  2. Select Signals that you want
  3. Create a Workflow, eg "Outbound Campaign"
  4. Select your email sequence
  5. Activate Gem-E
  6. Preview Gem-E's AI messaging. Add custom prompt if needed
  7. Save
 

About the Author

 

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