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Outbound infrastructure

Multi-channel outbound system for an executive search firm

A working email and LinkedIn pipeline for reaching founder and leadership candidates across India and the Middle East.

01 / Phase

Source data

ICP lists, CSVs, manual research

02 / Phase

Clean + enrich

Deduping, validation, field mapping

03 / Phase

Sequence

Instantly email and HeyReach LinkedIn

04 / Phase

Track

Replies, booked calls, campaign notes

Client context

An executive search firm needed a repeatable way to reach founders and senior operators without turning every campaign into manual list work.

Problem

The team had strong domain expertise, but lead sourcing, enrichment, sequencing, and follow-up lived across disconnected spreadsheets and tools.

What was built

  • Defined the ICP and source lists for priority geographies and company types.
  • Cleaned and enriched lead data before loading it into outbound channels.
  • Connected Instantly for email and HeyReach for LinkedIn touches.
  • Created a simple reporting loop so replies and campaign learnings could improve the next batch.

Metrics and notes

  • Approximately 500 leads prepared for multi-channel sequencing.
  • Manual campaign setup work reduced by moving repeatable steps into a pipeline.
  • Reply and booking reporting kept inside the operating loop for campaign iteration.
Multi-channel outbound system for an executive search firm | gritelos