Outreach
The outbound playbook: speed-to-lead owned end to end, cadence by column, campaigns on a service, audiences as rules, and attribution you can act on.
View as Markdown- 1Speed-to-lead, owned end to end — any source (your form, a partner's form via API key, chat capture) → text in seconds → email pair → deal with first attribution.
- 2Cadence by column — New → intro email; Contacted → day-2 SMS; Warm → WhatsApp; Cold → closing email. The board IS the sequence.
- 3Campaigns on a service — voice campaigns (the receptionist calls the list with a chosen flow and per-row variables), WhatsApp template campaigns, SMS campaigns — same numbers, same agent, same suppression list.
- 4Audiences as rules — never-contacted, contacted-before, created-after, by tag/stage/attribute — living filters over Contacts, which refills itself from sheets, CRMs, and webhooks.
- 5Attribution you can act on — every deal knows its source; double down on the page or campaign that pays.
The compliance spine
Aggressive outreach survives only on clean hygiene: A2P registration done properly, one workspace-wide suppression list, STOP honored everywhere instantly, quiet hours holding sends. All of it is enforced at the platform layer — a campaign physically can't text an opted-out contact.
The math
Sell outreach as usage + management: base ~$297/mo + per minute/message, or wrap it into the vertical package with a monthly "conversations started / jobs booked" report. The report is the retention.