Sales Playbook

Outbound Playbook

14-Day Phone-Centric ยท Multi-Channel ยท Quarterly Motion

1,000 Target Accounts / Qtr
50 Qualified Opps / Qtr
$50K Avg Deal Size
$2.5M Pipeline Goal / Qtr

Every successful outbound motion is built on four non-negotiable pillars. When all four are strong, pipeline follows. When one breaks down, the whole system suffers.

01
The List
Right accounts. Right people. Right signals.
Foundation

Outbound starts long before the first call. It starts with a curated, scored list of ICP-matched accounts โ€” filtered to the exact personas most likely to buy, enriched with verified contact data, and prioritized based on warm path signals. A bad list wastes every rep hour that follows. A great list multiplies every touchpoint.

Build the Account List
  • ICP-matched accounts (industry, size, revenue, tech stack)
  • 1,000 target accounts per quarter
  • Top 50 flagged as S-Tier Dream Accounts
Map the Personas
  • T1 โ€” Economic Buyers (CRO, VP/SVP of Sales)
  • T2 โ€” Champions (Head of Enablement, Sr. Director of Sales)
  • 2 contacts per account minimum
Enrich & Score
  • Phone, email, and LinkedIn verified
  • Scored 0โ€“5 via Orbb, Trigify, and B2C2B signals
  • S / A / B / C tier assigned before handoff to reps
02
The Message
POV-led. Channel-specific. Built to start conversations.
Differentiation

Prospects don't respond to feature dumps or generic intros โ€” they respond to reps who clearly understand their world and have a point of view on it. Every touchpoint should lead with a POV: what you believe is true about their situation, what most people get wrong, and why that matters to them specifically. The message is what earns the right to a conversation.

โœ‰ Email
  • POV-driven multi-touch sequence
  • Short, direct, and insight-led โ€” not feature-led
  • Break-up email on Day 13 that earns a response
๐Ÿ’ฌ LinkedIn DM
  • Engage before you pitch โ€” comment, react, connect
  • DMs reference their content or shared context
  • Never mirror the email โ€” different channel, different angle
๐Ÿ“ž Cold Call
  • Permission-based opener โ€” earn the right to share your POV
  • Lead with the problem statement, then bridge to the solution
  • Phone-centric sequence: 7 calls over 14 days
  • Voicemail only on Day 13 โ€” make it count
03
The Rep
Skill, consistency, and accountability โ€” every single day.
Execution

The best list and the sharpest message still fail in the hands of an undertrained rep. Outbound is a skill โ€” it degrades without consistent practice and sharpens with deliberate repetition. Reps must own their tone, trust the process, and hold themselves accountable to the motion daily. Skill debt is the silent pipeline killer.

Tone & Delivery
  • Confident, peer-to-peer โ€” never apologetic or timid
  • Call recordings reviewed weekly for coachable moments
  • POV internalized โ€” not read, lived
Consistency
  • 25โ€“30 accounts worked every single day โ€” no exceptions
  • Full 14-day sequence completed before recycling
  • Dispositions logged in real time โ€” no guessing later
Accountability
  • Weekly metrics review: dials, connects, meetings set
  • In-workflow coaching via PClub โ€” not one-off sessions
  • Skill gaps identified and closed in the flow of work
04
The Follow-Up
Pipeline lives and dies in the follow-through.
Pipeline

Most pipeline is lost not because the prospect wasn't interested โ€” but because the rep stopped too soon. Qualified pipeline is built by reps who follow up with the same energy on Day 13 as they had on Day 1. Multi-channel persistence, done with relevance and respect, is what separates the reps who hit quota from the ones who wonder why their pipeline dried up.

Multi-Channel Persistence
  • Phone + email + LinkedIn working together โ€” not independently
  • 7 calls, 4 emails, 4 LinkedIn touches over 14 days
  • Each channel reinforces the others without mirroring them
Sequence Discipline
  • No touchpoint skipped โ€” every day in the sequence matters
  • Day 7 voicemail and Day 13 break-up treated as high-priority
  • Warm path activated at any point a signal appears
Recycle & Re-Engage
  • No-response accounts re-enriched and returned at 6 months
  • NUR and NNW contacts nurtured with relevant content
  • No high-fit account is ever permanently abandoned
01 The List Qualified targets
02 The Message POV-led outreach
03 The Rep Skill & consistency
04 The Follow-Up Pipeline conversion
S
S-Tier Dream Account Playbook
High-touch, relationship-first motion for elite accounts
๐ŸŽฏ Top 50 Dream Accounts
๐ŸŽ™๏ธ
Podcast Prospecting
Tier 1 โ€” Economic Buyers
  • 1Identify Tier 1 (EB) persona at each dream account
  • 2Podcast becomes the primary door opener โ€” invite as a guest instead of a cold pitch
  • 3Post-episode follow-up creates a natural transition into a business conversation
  • 4Offer "Skill Sprint" lead magnet exclusively to S-Tier contacts post-episode
๐Ÿ—“๏ธ 4 podcast episodes / month
๐ŸŽฌ
Video Resource Library
Tier 2 โ€” Champions
  • 1Identify Tier 2 (Champion) personas via LinkedIn
  • 2Send a curated, personalized video resource demonstrating value before asking for anything
  • 3Topics: Problem POV ยท Solution POV ยท Revenue Flywheel ยท Math of Sales Training ยท Training vs. Transformation ยท Building Enablement
๐ŸŽฌ 4 videos / month
10% Dream Accounts โ†’ Qualified Pipeline
5 Qualified Meetings at $100K ACV
$500K Qualified Pipeline Generated
1
Define Crystal Clear ICP

Nail down exactly who we're going after before any outreach begins.

Industry / Vertical
  • B2B SaaS
  • Software Development
  • Technology, Information & Internet
Company Size
  • 200+ employees
  • 20+ reps on sales team
  • (SDRs, AEs, AMs, etc.)
Geography
  • USA
  • Canada & New Zealand
  • EMEA & UK
Revenue
  • $10M+ average annual revenue
Target Tech Stack (Tools They Use)
Gong Clari Salesloft Outreach Avoma Chorus.ai
2
Build 1,000 Target Accounts

Each quarter begins with a curated list of 1,000 accounts matched against the ICP โ€” scored, enriched, and ready for outreach.

ICP-matched Scored & Enriched Quarterly Refresh
3
Map Tier 1 & Tier 2 Personas

Identify the right contacts at every account across both buying tiers.

Tier 1 โ€” Economic Buyers
  • CRO
  • SVP of Sales
  • VP of Sales
Tier 2 โ€” Champions
  • Area VP of Sales
  • VP / Head of Enablement
  • Sr. Director of Sales
4
Data Enrichment & Scoring

Every contact is fully enriched and validated before a single touchpoint goes out.

Orbb Process โ€” Warm Path Identification
Identify Connector
Internal ยท Customer ยท Past Champion
โ†’
Build Referral Link
Maximize intro conversions
โ†’
Log in SFDC Notes
Referral link saved for rep
Additional Tools
  • Trigify โ€” social signals
  • B2C2B โ€” existing users
Validation
  • Phone verified
  • Email verified
  • LinkedIn confirmed
โญ Lead Scoring System โ€” Max 5 Points
๐Ÿ”— Orbb โ€” Warm Path
Internal intro available 2 pts
Connector/customer intro 1 pt
๐Ÿ“ก Trigify โ€” LinkedIn Signal
Engaged with our content 2 pts
Used relevant keyword 1 pt
๐Ÿ‘ค B2C2B โ€” Existing User
Paying member at company 1 pt
5 pts
โญ S-Tier
Immediate priority
3โ€“4 pts
๐Ÿ”ฅ A-Tier
Top of sequence
1โ€“2 pts
โœ… B-Tier
Standard sequence
0 pts
โ„๏ธ C-Tier
Cold โ€” no signals
5
POV Messaging (Provided)

All outreach is rooted in a point-of-view framework โ€” three ready-to-deploy assets per rep.

โœ‰ Email Sequence

POV-driven multi-touch email flow

๐Ÿ’ฌ LinkedIn DM Sequence

Personalized DM messaging guide

๐Ÿ“ž Cold Call Guide

Permission-based opener ยท Problem statement ยท Solution bridge

6
Execute 14-Day Multi-Channel Sequence

A phone-centric sequence threading across both tiers (T1 + T2) for multiple entry points into each account.

Day 1
๐Ÿ“ž Call #1 (no VM)
Day 2
๐Ÿ’ฌ LinkedIn Connection Request
Day 3
๐Ÿ“ž Call #2 (no VM ยท diff. time)
Day 5
๐Ÿ“ž Call #3 (no VM) ๐Ÿ’ฌ LI DM #1 or Engagement (don't reference call)
Day 7
๐Ÿ“ž Call #4
Day 9
๐Ÿ“ž Call #5 (no VM) ๐Ÿ’ฌ LI DM #2 or Engagement (don't reference call)
Day 11
๐Ÿ“ž Call #6 ๐Ÿ’ฌ LI DM #3 or Engagement (don't reference call)
Day 13
๐Ÿ“ž Call #7 โ€” Leave Voicemail โš‘ Last Shot โœ‰ Email #4 โ€” Break-Up Email
Day 14
๐Ÿ’ฌ LI DM #4 โ€” Final Touch
Call Completions (Dispositions)
MSMeeting Scheduledโœ“ Done
ALCompletion โ€” Activatedโœ“ Done
NNCompletion โ€” Not Nowโœ“ Done
NMCompletion โ€” Not Meโœ“ Done
REFCompletion โ€” Referralโœ“ Done
NICompletion โ€” Not Interestedโœ“ Done
NURCompletion โ€” Nurtureโœ“ Done
NISLCompletion โ€” Not In Swimlaneโœ“ Done
CIConnect โ€” IncompleteNo
NLWCNo Longer With CompanyNo
DNCDo Not CallNo
NAWrong Number / PersonNo
Lead Status Buckets
B1Uncontacted
B2Working
B3Priority
B4Scheduled
B5Incomplete
B6Needs Attention
B7Disqualified
7
Measure Success Metrics

Quarterly targets that define what "winning" looks like.

5% Accounts โ†’ Qualified Opps
50 Qualified Opps Booked / Qtr
$50K Average Deal Size
$2.5M Pipeline / Quarter
8
Account Recycling

Non-penetrated accounts are re-enriched and returned to rotation within six months. No high-fit account is permanently abandoned.

Re-enriched 6-Month Cycle Always Fresh
9
Quarterly Cadence Reset

The motion resets each quarter with a refreshed account list โ€” combining new accounts and recycled opportunities to maintain consistent pipeline coverage.

Loops back to Step 2 โ€” refresh & repeat each quarter
300 Accounts / AE
600 Contacts (T1 + T2)
25โ€“30 Accounts / Day
๐Ÿ†
Daily Priority Stack
Work contacts in this order โ€” every single day
1
๐Ÿ”— Warm Path Available (Orbb)
Internal intro first, then connector/customer intro. Activate the warm path before any cold outreach begins.
Always First
2
โญ Lead Score (S โ†’ A โ†’ B โ†’ C)
S and A-Tier before anything else. C-Tier only if capacity remains after top tiers are covered.
Score-Driven
3
๐Ÿ‘” Persona Tier (T1 before T2)
Economic Buyers (CRO / VP Sales) before Champions โ€” but run both in sequence simultaneously at each account.
Multi-Thread
4
๐Ÿ“… Sequence Day (Urgency Flag)
Day 7 (voicemail) and Day 13 (break-up email) contacts get flagged โ€” nothing falls off without a proper close-out touch.
Urgency Flag
โญ
Score Triage โ€” How to Handle Each Tier
Based on the 5-point enrichment scoring system
5 pts โญ S-Tier White-glove. Activate Orbb path immediately. Do not cold-call first.
3โ€“4 pts ๐Ÿ”ฅ A-Tier Top of sequence. Hyper-personalized outreach. Reference the signal.
1โ€“2 pts โœ… B-Tier Standard full sequence. Some signal โ€” worth the motion.
0 pts โ„๏ธ C-Tier Cold only. Work last. Recycle at 6 months if no response.
๐Ÿ“Š
Daily Volume Breakdown
At 25โ€“30 accounts/day ร— 2 contacts each
25โ€“30 Accounts Touched / Day
50โ€“60 Contact Touches / Day
10โ€“12 Days to Cycle All 300

At this pace, the AE cycles through all 300 accounts within the 14-day sequence window โ€” no account goes cold between touches. FrontSpin's power dialer makes 50โ€“60 daily touches achievable in a 3โ€“4 hour calling block.

โ˜๏ธ
Salesforce Field Setup
Build these fields on the Contact record โ€” they drive the FrontSpin sort order
API Field Name Field Type Purpose
Lead_Score__c Number (0โ€“5) Total score from enrichment
Score_Tier__c Formula (Text) Returns S / A / B / C based on score
Orbb_Path__c Picklist Internal / Connector / None
Trigify_Signal__c Picklist Content Engagement / Keyword / None
B2C2B_Member__c Checkbox Paying member exists at account
Persona_Tier__c Picklist T1 (Economic Buyer) / T2 (Champion)
Sequence_Day__c Number Synced back from FrontSpin (1โ€“14)
Lead_Status__c Picklist B1 Uncontacted โ†’ B7 Disqualified
List View Sort Order โ†’ Orbb_Path__c (Internal first) โ†’ Score_Tier__c โ†’ Persona_Tier__c โ†’ Sequence_Day__c
โšก
FrontSpin Daily Workflow
How the AE starts and runs their day
1
Pull Salesforce List View
Filter to your 600 contacts, sorted by the priority stack: Orbb โ†’ Score Tier โ†’ Persona Tier โ†’ Sequence Day.
2
Import List into FrontSpin
Push the sorted SFDC list into FrontSpin as your daily dial list. The sort order from Salesforce becomes your call priority queue.
3
Flag Orbb Contacts Before Dialing
Any contact with an Internal or Connector path โ€” pause and activate the warm intro first. Don't cold-call a warm lead.
4
Run Power Dialer Block (3โ€“4 hrs)
Work through 50โ€“60 contacts. Log dispositions in real time (MS ยท AL ยท NN ยท NM ยท REF ยท NI ยท NUR ยท NISL). FrontSpin syncs back to SFDC automatically.
5
Flag Day 7 & Day 13 Urgency
Before ending the day, review any contacts on Day 7 (voicemail day) or Day 13 (break-up email). These cannot slip โ€” close them out properly.
6
Update Lead Status Buckets in SFDC
End of day โ€” move contacts to the correct B1โ€“B7 bucket. This keeps the list view accurate for tomorrow's queue.