Lead lists at Omni
Hi Marcus,
When a new rep starts at Omni, who builds their first list? If it's the rep, that eats their first few weeks.
I can have that list ready before they start. Free for 15 minutes next week?
Alex
An agent adds new buyers every week, and your reps take the replies and calls.
A demo of the Clu sequence builder. Alex Kim adds four steps from the step library: an email that starts right away, a manual task two business days later, a follow-up email three business days after that which replies in the same thread, and a call task two business days later where an agent writes the call script for 5 credits a lead. He launches the sequence and fourteen leads start moving through the steps. When Naomi Osei replies, her reply lands in the Inbox and the sequence stops for her.
10,000+ users, from founders to full sales teams
Waits count business days, so nothing sends on a weekend.
A timeline of one lead, Marcus Vale, VP of Sales at Omni, in the Series B outbound sequence. Monday at 9:20 AM he receives an email from Alex Kim. Wednesday Alex gets a manual task to check Omni's open sales roles, and marks it done. The weekend is skipped. The next Monday a follow-up email arrives as a reply in the same thread. On Wednesday Alex calls him with a script an agent wrote, and logs Meeting booked.
{{lead.first_name}} and {{company.name}} fill in for every lead, and follow-ups stay in the same thread.
An email template in the Clu sequence editor, with the subject Lead lists at company name and a body that uses the lead's first name and company name. Beside it, the preview of that email for three leads: Marcus Vale, VP of Sales at Omni; Yuki Tanaka, Head of Sales at Sanity; and Aviva Roth, VP of Sales at Gamma, each with their own values filled in.
An opener, discovery questions, objection handling and a voicemail, written for each lead.
A call session in Clu Tasks, on task 3 of 20. The Call script agent writes a script for Marcus Vale, VP of Sales at Omni, with an opener, the reason for the call, discovery questions, what to say if he pushes back, a close and a voicemail. The one guess it could not verify is marked confirm. Alex calls him, logs Meeting booked and marks the task done.
It lands in your Inbox, and you answer from the same mailbox.
The Clu Inbox, with three conversations waiting under Needs reply. Naomi Osei, VP of Sales at Distyl, answers the first email of Series B outbound: Tuesday works. Send me an invite? The sequence stops for her, her conversation lands at the top of Needs reply and a reply task is created. Alex answers from the same mailbox and the task is done.
A missing or unverified email, an unsubscribe or another active sequence keeps a lead out.
See how agents runAn agent called Weekly ICP outbound runs every Monday: 25 new people match the ICP, the Qualification skill scores them, 14 qualify, are enriched and synced to Salesforce, and the last step adds them to the Series B outbound sequence. Each lead is checked first: 11 are ready, and 3 are excluded with a reason: missing email, active in another sequence, and unverified email.
Clu pushes them into Salesloft or Lemlist with the fields mapped. Gastronomous had outbound running in one day.
The Send to Sequencer action in Clu. Lemlist is selected, with the action Add Lead to Campaign pointed at Series B outbound in Lemlist. First name, last name, company, verified work email and phone number are mapped to Lemlist fields, and 14 leads from the list Series B sales leaders are sent to Lemlist. Salesloft is the other option.
Email from your own Gmail or Outlook, plus call tasks and manual tasks. Waits count business days, so nothing sends on a weekend.
By default the sequence ends for that lead and the reply lands in your Inbox. You can set it to keep sending. On calls, Meeting booked and Not interested end it too.
Yes. Clu, our agent, writes the sequence emails and sends them from your own Gmail or Outlook inbox. The Call script agent writes a script for each call, at 5 credits a lead. A reply stops the sequence.
By default, one email every 20 minutes, Monday to Friday from 9:00 AM to 6:00 PM, up to 40 a day per mailbox. You can change each limit.
Pick them in Find People or a lead list, upload a CSV, or let an agent add them each week. Every lead is checked before the first step.
Yes. End any agent with Add to sequence. A missing or unverified email, an unsubscribe or another active sequence keeps a lead out.
Yes. Push verified leads into Salesloft or Lemlist with the fields mapped, or run outreach in Clu from your own mailbox.
Add call steps when you want them, and every reply lands in your Inbox.
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