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Outbound

Outbound reaches Prospects who match the ICP, with a legal basis for contact and within the touch Limit.

Outcome

PartThis Process
OutcomeEach day’s outreach reaches only Prospects with a legal basis for contact and no Suppression, and every reply reaches the Sales Engineer.
ReadsICP, Prospect
LeavesProspect, Contact, Message
Runs inEach Startup

Accountable

Sales Lead, Sales Team.

Workflows

WorkflowRunsTeam
Outbound sequenceevery daySales Team

Who does each step

Outbound: who does each step4 steps in 1 Workflow, across 1 Role: Prospector. The table below lists every step.ProspectorPiaWorkflowOutbound sequence1 · Prospect.createAdd Prospects only from sources with alegal basis for contact.2 · Contact.suppressDrop anyone with a Suppression from anysibling Startup.3 · Message.createSend the day’s Sequence steps within themonthly touch Limit.4 · Lead.assignRoute each reply to the Sales Engineer.Outbound: who does each step4 steps in 1 Workflow, across 1 Role: Prospector. The table below lists every step.WorkflowOutbound sequenceProspector1 · Prospect.createAdd Prospects only from sources with a legalbasis for contact.Prospector2 · Contact.suppressDrop anyone with a Suppression from any siblingStartup.Prospector3 · Message.createSend the day’s Sequence steps within themonthly touch Limit.Prospector4 · Lead.assignRoute each reply to the Sales Engineer.
Each box is a step, numbered within its Workflow, with the Verb it calls, under the Role it runs as. The table below adds approvals.
WorkflowStepRoleCallsApproval
Outbound sequence1. Add Prospects only from sources with a legal basis for contact.ProspectorProspect.createNone
Outbound sequence2. Drop anyone with a Suppression from any sibling Startup.ProspectorContact.suppressNone
Outbound sequence3. Send the day’s Sequence steps within the monthly touch Limit.ProspectorMessage.createNone
Outbound sequence4. Route each reply to the Sales Engineer.ProspectorLead.assignNone

Events

DirectionWhenWhat happens
InEvery dayStarts Outbound sequence
OutProspect.createdRaised by step 1 of Outbound sequence
OutContact.suppressedRaised by step 2 of Outbound sequence
OutMessage.createdRaised by step 3 of Outbound sequence
OutLead.assignedRaised by step 4 of Outbound sequence

Plays

Controls

No Control names this Process or a Workflow of it.

Settings

SettingTypeDefaultSaySet with
outbound.monthlyTouchesinteger3Contact each prospect at most three times a monthSetting.update

Failure

A failed step retries; when retries run out, the Action goes to the Sales Lead.

Loop

StepValue
HypothesisProspects chosen by a dated signal buy more often than Prospects chosen by fit alone.
MeasurePlay-sourced Customers over 30d, at least 200 observations
LearnThe learn step reads the Readout, records Evidence and a Decision, and drafts the next Variant.

Code

Text
Turn on outbound

Enable

Off until someone calls Process.enable. Process.pause stops new Actions; Actions in progress finish.

Text
Contact each prospect at most three times a month

Example

A court-filings API targets litigation-support firms. Outbound sequence adds 40 firms from a licensed list, drops 3 a sibling Startup has suppressed, and sends day one to the rest. No firm gets more than two touches a month.