If you are looking to scale your outreach, you've likely come across Instantly.ai. This cold outreach software, launched in 2021, promises to help you find, contact, and close your ideal clients.

But before you commit to it, there are a few things to consider. 

Is it worth the investment? 

What do others have to say about it? 

And how does it compare to other tools on the market?

If you're ready to get answers to these questions, dive into our review that reveals:

• Notable Instantly.ai features
• Downsides to using it
• Real users’ opinions on the tool
• How much it costs

We’ve even added a list of 12 alternatives, just in case Instantly features do not fulfil your business needs.

Let’s jump right in!

Instantly.ai or alternatives?

Instantly.ai is one of the cold email software and an email management platform that has quickly become popular for email outreach. 

This cloud-based tool allows users to set up automated email campaigns with follow-ups to reach leads at scale.

Users can add leads to their campaigns by either importing a CSV file with lead information or using Instantly.ai’s native B2B Lead Finder tool.

The software also offers a Unibox, which consolidates all email conversations in one place and various options for message personalization. 

Speaking of personalization, to enhance your outreach, you can use its:

• Pre-set or custom variables
• Spintax - multiple variations of a text to avoid repetition
• Liquid syntax - dynamic text based on data

Additionally, Instantly.ai supports A/Z testing, which lets you test up to 26 different versions of email copy.

Data from Instantly.ai can be pushed to different CRMs and tools via Zapier webhooks.

However, the platform also has a built-in CRM that helps track lead statuses and enables you to make calls and send SMS directly from the platform.

Finally, the software can verify your leads' emails, reducing the chance of bounces and protecting your domain's reputation.

With the basics covered, let’s take a closer look at Instantly.ai’s main features.

Instantly.ai features

Unlimited email accounts

Instantly.ai allows you to connect and manage unlimited email accounts.

As they like to say, this enables you to:

‘’Infinitely scale your outreach.’’

However, despite being able to connect unlimited email accounts, the tool caps the number of active leads and emails you can send per month based on the subscription plan.

Nonetheless, Instantly.ai is still useful for email outreach, especially for those who need to reach a large number of leads quickly.

Why? Because you can use all connected accounts in the same campaign. 

This is possible due to the software’s inbox rotation feature. This feature alternates sending emails from different accounts. In turn, it helps you send more emails daily without triggering automation detection.

Unlimited email warm-up

Instantly.ai is one of the few sales outreach tools (or outreach tools in general) with a built-in unlimited email warm-up functionality. 

This means that you can warm up every new email address that you connect to it to ensure that:

• Fewer emails end up in spam
• Your sender’s reputation remains optimal 

B2B Lead Finder

Instantly's B2B Lead Finder is a database with 160M contacts designed to help find leads that are highly relevant and accurate.

The feature relies on a range of filters — some of which match Sales Navigator filters. These include:

• Job Titles
• Location
• Industry
• Employees
• Revenue
• Domains
• ...etc.

What's more, the feature supports keyword-based searches and lets you apply multiple filters simultaneously. This helps you better narrow your search and pinpoint the most promising leads according to your Ideal Customer Profile (ICP) and buyer persona.

Another useful feature of the Lead Finder is Lead Enrichment. To use it, upload a list of contacts, and the system will enrich it with additional data. 

Instantly.ai disadvantages

Instantly.ai excels in many aspects. However, certain disadvantages make it less than ideal and position other tools as superior.

Instantly.ai doesn’t support multichannel outreach of any kind.

Moreover, email sequences that you can create with Instantly.ai are pretty basic. You can’t set them up to adjust based on your leads’ behavior. So, if your leads don’t respond, there’s not much you can do.

Why, yes, messages can be personalized. Unfortunately, rich media content, including images and GIFs, can’t.

Analytics could also be improved to provide deeper insight into campaign performance. Additionally, there is no option to export stats to CSV or PDF.

While Instantly.ai claims you can scale your outreach infinitely, that's not quite accurate. In fact, their basic plan lets you send 5,000 emails per month only. Consequently, the mid-tier plan limits you to 100,000 emails, and the top plan caps at 500,000 emails. 

Plus, they limit the number of leads you can upload to the platform. Depending on the plan, you can either upload 1,000, 25,000, or 100,000 leads.

Finally, while the tool can enrich your leads’ information, including their emails, this functionality will cost you extra. Not to mention, there are limits to how many leads you can enrich.

This is a huge con, considering that a certain tool lets you send tens of thousands of emails a month and verify as many emails as you want at no additional cost.

But we’ll get to that shortly.

What Instantly.ai reviews say

While doing the research, we stumbled across both positive and negative Instantly.ai reviews.

As for the positive aspects, we noticed many users are praising the interface.

For instance, one of them, Jonas R, says:

‘’The automation of follow-ups and the user-friendly interface make it incredibly efficient for managing my cold outreach campaigns.’’

On the other hand, Zirva Z. has pointed out certain flaws in her review:

‘’The leads aren't great, and being limited to adding only 100 at a time is really frustrating.’’

She also went on to mention that:

‘’It's not very useful unless you have a really high budget.’’

Instantly.ai pricing

Instantly.ai has 2 main pricing categories  — Sending & Warmup and Leads — with multiple sub-plans.

Sending & Warmup is the pricing plan for sending and warming up emails. 

As such, it doesn’t include access to the B2B Lead Finder and is divided into 3 individual sub-plans. 

The pricing varies and is determined based on the number of leads you can upload and emails you can send.

Meanwhile, Leads plans are meant to streamline prospecting and entail full access to the B2B Lead Finder feature. 

There are a total of 4 of these. They differ in price depending on the number of leads you can verify and include:

But remember, if you want to use Instantly.ai to send and warm up emails and generate leads, you can’t purchase a plan from a single category. Instead, you’ll need one from each.

This means that the price of using the software can quickly skyrocket. 

For instance, if you were to subscribe to their lowest-tier subscriptions, you’d pay a total of $84 for both each month. On the other hand, their highest-tier plans combined set you back an exorbitant $850 a month. 

That said, you might be better off using a tool that offers much more at a lower price.

12 best Instantly.ai alternatives

Are you interested in exploring other software on the market? If so, here are 12 compelling alternatives to Instantly.ai that may provide you with better value for your money.

1. Skylead

Well, hello - that’s us! 😊

Skylead is a LinkedIn automation tool and cold email software for agencies and alike who want to scale their business.

It's commonly used by:

• Sales professionals and entrepreneurs who aim to free up as much as 11 hours a week for booking 3x more meetings.
• Marketing professionals seeking to distribute content and secure more backlinks.
• Recruiters on the hunt for the best talent.
• Lead generation agencies focused on acquiring high-quality leads for their clients. 

The biggest difference between Instantly.ai and Skylead is the support for LinkedIn outreach. 

As a matter of fact, our software allows you to create multichannel campaigns that combine different LinkedIn and email outreach actions. All thanks to our Smart sequences.

The tool also lets you personalize messages with AI data-enriched variables, liquid syntax, and spintax, and preset and custom variables. While at it, you can even engage in A/B testing to determine how to best approach leads. 

However, what truly sets Skylead apart in the personalization department is our native image and GIF personalization feature.

Not to mention, Skylead also offers infinite email warm-up, courtesy of our partnership with an email warm-up tool, Mailivery.

Finally, our tool comes with advanced reporting capabilities and even supports CSV and PDF exports. You can also integrate it with any CRM or tool you like, using Zapier webhooks or API.

Now, let’s get deeper into our features that are changing the outreach game as we know it.

Account-based prospecting

The best way to find your ideal leads is to find your ideal companies first. That is exactly what Skylead offers - account-based prospecting. With it you can:

• Create account lists directly in Skylead
• And discover contacts by company to reach out to them.

In other words, once you add your companies, Skylead can help you find and match contacts within those selected companies. This way, you can focus on your target companies that are most likely to convert and have greater lifetime value.

AI data enrichment

Apart from email discovery and verification, we introduced a game-changing feature - AI data enrichment, which you can use to:

1. Enrich contact & company data
2. Prompt AI to get specified info or generate personalized icebreakers for each contact
3. Use all gathered info directly inside your sequences as variables.

It’s Clay-like in what it can discover, but it’s connected to your outreach workflow, so you avoid constant tool switching and data importing.

LinkedIn automation

Skylead is a cloud-based LinkedIn automation tool.

It’s the best among other types of LinkedIn automation tools (browser extensions & desktop apps) in that:

• It exists on the ‘’Cloud’’. This means that it doesn’t require an Internet connection or power to run.
• It comes with a dedicated IP address (proxy) that shields your activity, an integrated inbox, and the possibility of adding multiple accounts.
• The tool mimics human behavior, browsing through LinkedIn and scrolling just as a human would. 

Now, with Skylead, you can automate much of your LinkedIn prospecting and LinkedIn lead generation through targeted outreach campaigns.

To create one, you can use the following lead sources:

And, yes, you can connect any LinkedIn Premium, Sales Navigator, or Recruiter account to the software.

Once you do, you can use Skylead to:

• View your leads' profiles
• Follow them
• Send them invites to connect
• Automate LinkedIn messages and LinkedIn inMails

However, the tool isn’t limited to performing actions on LinkedIn. So, feel free to add emails to the mix — including the email discovery and verification feature — and turn the tool into a complete multichannel outreach platform.

Email automation

Much like Instantly.ai, Skylead lets you add unlimited email accounts to help you send tens of thousands of emails a month. 

However, unlike it, it doesn’t limit the number of active leads you can have. You can input unlimited leads, allowing you to reach out to more people.

If you were wondering how it’s possible to send thousands of emails a month, well, it’s because our tool supports inbox rotation. This means that Skylead alternates sending emails from different accounts to keep you within safe limits on each.

Infinite email warm-up

To make sure your emails land where they are supposed to, your mailboxes must be warmed up.

Luckily, Skylead has partnered up with an email warm-up tool, Mailivery, to make this a reality.

This tool allows you to warm up infinite email accounts to stay away from spam and protect your senders’ reputation. Completely free of charge for all our Skylead users.

Email discovery & verification

Namely, our software can find and verify your leads’ emails. In turn, it reduces the chances of bounces that impact deliverability and your sender’s reputation.

And guess what? You can take advantage of this feature without breaking your campaign creation flow. 

Just add the Find & Verify Email step to your sequence for the tool to find and double-verify the existence of your leads’ emails.

The best thing about this feature is that it has one of the highest, if not the highest, email-finding probabilities on the market. 

Not to mention, it’s both unlimited and comes at no extra cost. In other words, as long as you’re subscribed to the tool, you can use it as much as you want. 

This makes Skylead more cost-effective than Instantly.ai, which requires a separate subscription to enrich emails.

Smart sequences

And that brings us to the star of the show: Smart sequences.

In essence, they are algorithms that combine the above-mentioned LinkedIn and email actions with if/else conditions. As a result, you get coherent outreach flows that unfold according to the way your prospects behave.

For instance, let’s say you tried adding a lead to your network on LinkedIn, but they haven’t accepted the invite.

If this were a simple sequence, you’d get stuck at this step and miss the opportunity to get to the lead.

But with Smart sequences, you get to maximize touchpoints by covering every possible scenario.

In this case, you can add the ‘’If Connected’’ condition to your campaign and then define the following steps.

For example, you can set up Skylead to automatically message your lead when they accept your connection request. If they don't, you can try to locate their email address, and if the tool finds it, send them an email. But if that doesn't work, you can always send an InMail to maximize getting in touch with leads.

Of course, there are a thousand more ways this can go. Smart sequence builder is your playground, so feel free to experiment with different branching paths.

Or, you can try our tried and tested Smart sequences templates inside the tool for guaranteed results!

Smart inbox

Smart inbox, although serving the same purpose as Instantly.ai’s Unibox, is far superior. That’s because it not only aids email management. It also lets you manage your conversations on LinkedIn, Sales Navigator, and Recruiter, whether it’s messages or inMails.

But what makes our Smart inbox truly irreplaceable is the opportunity to label chats. These labels are great because they can help you keep track of ROI and conversions. That said, you can choose between a couple of predefined ones or add your own.

Image & GIF personalization

They say a picture is worth a thousand words. And we agree, which is why we introduced our image and GIF personalization feature.

Believe it or not, by personalizing visuals for each recipient, you can increase your response rate to more than 63%.

That said, our image and GIF editor lets you upload any picture you like and personalize it with:

• Your lead’s name
• Their and/or your profile image
• Their and/or your company logo
• A custom message

The choice is yours! Either way, you’ll surely leave a lasting impression. 

In fact, just look at the astonishing 76% response rate we got using the following visual!

Advanced analytics

Speaking of results, Skylead comes equipped with advanced analytics, which are available on the Reports page. 

Here, you can see how all of your campaigns are performing or examine the stats for a single campaign.

That said, there are 3 ways to observe results:

• In a graph form, to visually compare oscillations between different metrics;
• In table-view, to observe fluctuations on a daily basis;
• Step-by-step, to see how your A/B tests are performing.

Unlike Instantly.ai, Skylead even lets you download these reports. The good news is that there are 2 different formats to choose from: CSV and PDF.

What Skylead reviews say

Skylead reviews are positive, with people praising it for what it has helped them accomplish.

For instance, Daniel Hoffmann, a Managing Director at Toplevel Performance, has said that:

“Since I’ve started working with these clients and using Skylead, I have earned approximately $33.000.”

In the meantime, NewPoort's founder, Toine Boelens, has highly praised our Smart sequences email finder and verifier:

‘’If/else conditions in Smart Sequences are also great. It's low code, so it's great because I'm not good at coding yet. I also like the Find & verify business email step, which finds email addresses most of the time. So you get, like, two ways you can get in touch with the client. ‘’

Instantly.ai vs. Skylead

Pricing

All of Skylead’s native features + access to InboxFlare come with a monthly subscription of only $100 per seat.

AI data enrichment acts as an add-on. What makes this pricing truly different is simple: our core value is not to make money from these credits, and it will never be our business model. Credits are priced based on the actual costs of our third-party providers (OpenAI, Bright Data, etc), and we offer a special rate of $1 for 100 credits. 

To test out the tool and its functionalities, feel free to take advantage of our 7-day free trial period. Moreover, our customer support remains available for a 1-on-1 onboarding call—completely free of charge!

2. Lemlist

Lemlist is a cloud-based tool primarily used for email outreach. Nonetheless, its higher-tier subscription supports multichannel outreach, letting you add automatic LinkedIn actions and calls to the mix.

In terms of LinkedIn automation, the tool can visit your leads' profiles, invite them to connect, and send them a message. Moreover, you can add conditions to your sequences to cover several outreach scenarios.

You can also perform any other action on LinkedIn. However, you’ll need to add it as a manual step to your campaign, the same as calls.

The software offers advanced personalization features, including custom images, intro lines, and dynamic landing pages. 

It's also known for Lemwarm, a built-in email warm-up tool that helps emails stay away from spam.

Now, even though Lemlist comes with an email finder and verifier, like Skylead and Instantly.ai, it limits the number of emails you can discover and verify by plan. In fact, even with their most expensive plan, you can only discover and verify up to 1,000 emails a month. If your needs exceed this, you can purchase additional credits. However, this comes at a cost of $1 per 100 verified emails.

That's not it for limitations, though. For instance, you can't connect unlimited email accounts to the tool. Moreover, although Lemlist offers a B2B lead database with over 450M contacts, the quality of leads isn't the highest.

This is somewhat compensated for with the Chrome extension for prospecting on LinkedIn. However, considering that Chrome extensions inject code into LinkedIn that may jeopardize your account, you might want to think twice before using it.

Instantly.ai vs. Lemlist

Pricing

3. Apollo

Apollo.io is a multichannel sales engagement platform that combines email, LinkedIn outreach, and cold calls in seamless sequences. 

It allows users to set up campaigns that feature both automatic and manual emails.

When engaging leads via LinkedIn, Apollo can automate connection requests, messages, and interactions with posts. 

However, its multichannel sequences—known as Playbooks—are relatively simple. Namely, unlike Skylead's Smart sequences, they don't unfold according to your lead's behavior, making them less than ideal.

Regarding integrations, the platform natively integrates with tools like Pipedrive, HubSpot, and Slack. 

The software also has A/B testing capabilities, which help optimize outreach efforts. Additionally, it comes with a built-in AI writing assistant that those previously using ChatGPT for sales writing may find convenient.

Now, in terms of pulling leads into a campaign, Apollo does it through its databases of over 275M contacts. However, certain users have complained about the quality of these leads.

Like Lemlist, the platform can also scrape new leads from LinkedIn. However, this process, yet again, involves using a Chrome extension and could lead to account penalties.

Instantly.ai vs. Apollo

Pricing

4. Smartlead.ai

Smartlead is a robust email outreach tool designed to automate and streamline lead generation efforts. 

It supports unlimited email accounts and email warmups, features inbox rotation, and uses a Master Inbox for streamlined email management. 

The platform offers advanced personalization options like variables, spintax, and liquid syntax, along with split testing capabilities for up to 26 email variants. 

Smartlead also integrates with various CRMs, including HubSpot, via API and webhooks.

However, it has some drawbacks. 

For example, it lacks image and GIF personalization and an email discovery feature that Skylead has.

And while you can create subsequences for each campaign to make it reactive to your leads' behavior, you must break the campaign creation flow to do so. Not to mention, you can only add leads to your campaign through a CSV file or HubSpot.

Instantly.ai vs. Smartlead.ai

Pricing

Pro and Custom plans support adding additional seats, with each costing $29 a month.

5. Mailshake

Mailshake is a cloud-based tool designed primarily for sending emails and follow-ups. 

Nonetheless, it does have a Chrome extension that transforms it into a multichannel outreach and may lead to getting your LinkedIn account restricted. You can use it to set up simple outreach sequences to automatically:

• View your leads' profiles on LinkedIn,
• Send them invites to connect,
• And messages.

At the same time, you can use the extension for cold-calling purposes, as it comes with a built-in dialer and call recorder. However, this option is available strictly for leads based in the US and Canada. 

Moreover, you can integrate the tool with more than 1,000 software via Zapier webhooks. In terms of native integrations, there are those with Pipedrive and HubSpot.

A/B testing is supported, too, and so is inbox rotation. Unfortunately, you can't connect unlimited email accounts to Mailshake as you can with Skylead and Instantly.ai. In fact, the highest-tier subscription limits you to a maximum of 5 accounts.

LinkedIn automation and calls are restricted to the highest-tier plan, too.

Lastly, the use of a Chrome extension for LinkedIn actions risks account restrictions.

Instantly.ai vs. Mailshake

Pricing

6. Woodpecker

Woodpecker is a tool that automates emails and follow-ups to help individuals connect with ideal clients.

What's great about it is that it lets you connect as many email accounts to it as you want, just as Skylead, Instantly.ai, and Smartlead do. The same can be said about inbox rotation.

Sequences you can create with Woodpecker are condition-based. This means they adapt according to the way your leads behave.

With Woodpecker, you can A/B test up to 5 different variations of your message copy. And if you have trouble writing, its AI writing assistant is there to help.

Moreover, the tool supports plenty of 3rd party integrations, such as the one with Dux-Soup. This integration allows its users to tap into LinkedIn outreach, not just email, but it will cost you more.

That said, not everything's ideal with this tool. 

Why, yes, the Dux-Soup integration turns Woodpecker into a multichannel outreach solution. The catch is, however, that they must subscribe to Dux-Soup’s Turbo plan for this to be made possible. This raises the cost of a subscription that's already steep and depends heavily on the number of contacted prospects.

Instantly.ai vs. Woodpecker 

Pricing

The exact cost of the Cold Email and Agency plan is determined by the number of leads contacted. It ranges between $29 for 500 contacted leads and $395 a month for 25,000. 

Although price points for these plans are the same, they differ in one thing: the Cold Email plan is designed for individuals, whereas the Agency plan is meant to be used by teams. That said, the latter supports adding additional users at the price of $27 per user.

Additionally, the Dux-Soup integration adds an extra $55 a month to the subscription.

7. Salesloft

Salesloft is a cloud-based sales engagement platform ideal for sales teams that want to automate workflows and connect with more prospects. 

Its Cadences—a form of campaign—integrates email, phone, and Sales Navigator tasks, though only emails are automated.

Nonetheless, the platform shines in email tracking and advanced analytics, offering A/B testing and customizable email templates. 

However, Salesloft only integrates with Sales Navigator, missing support for LinkedIn Premium and Recruiter accounts.

Additionally, it lacks the Smart sequences that Skylead has, which limits touchpoints with leads. 

Users have also complained about a less user-friendly interface and a buggy dialer.

Instantly.ai vs. Salesloft

Pricing

At this time, Salesloft doesn’t disclose its pricing details for either of its plans: Essentials, Advanced & Premier. Instead, upon visiting the "Pricing" page, their bot prompts you to contact their team for a tailored quote.

However, the information on the Internet suggests that users are paying anywhere from $75 to $125 per user a month.

8. Outreach.io

Outreach.io is a complete sales engagement platform designed to streamline the sales process for enterprise teams. 

It integrates email, phone, LinkedIn, and live chat into a unified workflow, allowing for seamless multichannel outreach.

The platform lets you create personalized outreach sequences with automated follow-ups and response-based triggers. However, any actions on LinkedIn that are part of your sequences must be completed manually.

The tool integrates well with popular CRMs like Salesforce and HubSpot for smooth data synchronization.

Key features include robust email tracking, detailed analytics, A/B testing, and a library of customizable email templates. 

Outreach.io also provides AI-driven sentiment analysis, call scheduling, and a pipeline calculator to estimate necessary sales expenses.

Its conversation intelligence tool, Kaia, offers real-time call transcription and insights, enhancing sales interactions and coaching.

In terms of cons, it's worth noting that the platform can be expensive for small businesses. Furthermore, no free trial is available, and the interface is complex.

Also, the platform connects to Sales Navigator accounts only and caters primarily to sales professionals. As such, it may lack features that marketing experts and lead generation agencies need, such as email discovery and verification.

Lastly, users can connect a maximum of 2 email accounts to the tool unless otherwise outlined in the contract.

Instantly.ai vs. Outreach.io

Pricing

Much like Salesloft, Outreach.io doesn’t disclose pricing details to non-users. Instead, the price is customized and heavily depends on the number of users within a team.

However, we did some research online and found that one user was quoted $130 per month per user, with a minimum requirement of 20 users.

9. QuickMail

QuickMail is an effective outreach tool that goes beyond email campaigns. 

It supports multichannel outreach, combining email, LinkedIn, calls, and SMS to help you reach your prospects where they are.

Linked outreach actions that QuickMail can perform are automatic and include:

• Profile views
• Connection requests
• Messages

Contrary to tools like Skylead, which let you import leads directly from LinkedIn, QuickMail offers 2 import options: a CSV file or Google Drive.

The tool comes with a built-in email warm-up and an inbox rotation feature that maintains high deliverability rates. It supports A/B testing and natively integrates with popular CRMs like Pipedrive and HubSpot. Nonetheless, you can integrate any tool with it via Zapier.

While email verification is available, QuickMail relies on 3rd party tools for this. 

Similarly, Image and GIF personalization, while there, isn't native. For this, you’ll need Hyperise, which incurs additional costs.

Moreover, if you want to use LinkedIn in your outreach, you'll need QuickMail’s Chrome extension, which can put your account at risk.

You can add unlimited team members to your QuickMail account. However, you can connect a maximum of 50 email accounts and 15 LinkedIn accounts to the tool. And this is for the highest-tier subscription.

Instantly.ai vs. QuickMail

Pricing

10. Snov.io

Snov.io is a cloud-based multichannel outreach tool that lets you create automated campaigns that combine emails and LinkedIn touches. These include profile visits, post likes, messages, and connection invites.

The platform lets you add "triggers" to your sequences, similar to Skylead's if/else conditions. These make your outreach smart and adaptable based on how your prospects react. 

Additionally, Snov.io comes with a built-in email warm-up tool and a CRM. While the CRM isn’t the most advanced, it has enough functionality to be a good choice for those on a budget.

Snov.io can verify your leads' emails, but this feature isn’t unlimited. In fact, the number of emails you can verify depends on your plan. 

Furthermore, for LinkedIn automation, you’ll need to pay an extra $69 per LinkedIn account you want to add to the software.

While Snov.io's LinkedIn automation is cloud-based, the tool prompts you to use their 2 Chrome extensions: 

• One for prospecting on LinkedIn
• Another for finding leads' emails across the web. 

However, if you choose to use them, be cautious, as a Chrome extension is not the safest way to do prospecting on LinkedIn.

Instantly.ai vs. Snov.io

Pricing

11. Salesblink

SalesBlink is one of the best Insantly.ai alternatives for cold emailing. 

It uses its AI, BlinkGPT, to craft smart email sequences with follow-ups that adapt based on your leads' behavior. 

Plus, with its email warm-up feature, your messages are more likely to land in your leads’ inboxes instead of their spam folders.

SalesBlink lets you connect unlimited email accounts and automatically rotates them while sending emails, thus keeping you within safe limits. 

Furthermore, it comes with a Unified inbox that keeps all your conversations in one place, similar to Skylead, Instantly.ai, and Smartlead.

Although SalesBlink supports adding multichannel tasks to your sequences, these tasks need to be done manually, making them compliant with LinkedIn's ToS.

The tool also provides email verification, but this feature is limited. Simultaneously, it isn't available to subscribers to the lowest-tier plan.

Instantly.ai vs. Salesblink

Pricing

The number of emails you can send with the software depends on your plan. 

For example, the basic plan lets you send up to 6,000 emails, while the top tier allows up to 100,000.

12. Hunter.io

Hunter.io is a tool renowned for its email finding and verification capabilities.

It boasts a user-friendly interface and frequently updates its database with new publicly available emails. 

One of its standout features is the ability to invite team members and grant role permissions, which makes team collaboration much easier. 

Additionally, Hunter.io offers multiple cold email templates and supports integrations with various CRMs and software via Zapier.

However, there are some limitations. For example, you can only create outreach campaigns if you connect a Gmail or Outlook account. Other email service providers are not supported. It also lacks features like A/B testing, advanced message personalization, and email warm-up.

Furthermore, the tool requires a bit of a learning curve, and the support response time can be slow. 

Instantly.ai vs. Hunter.io

Pricing

How to cancel Instantly.ai subscription?

If you’re not satisfied with Instantly.ai, you can cancel your subscription and try another tool from our list.

Here's how:

1. Log in to your account.
2. Go to the Billing page.
3. Under your active plan (s), find the "Cancel plan" button. Click it to confirm your cancellation.

If you have one plan only, you can use it until the end of the billing cycle.

However, if you have both a Lead Finder and Email Outreach plan and cancel only one, the cancellation of said plan takes effect immediately.

Also, if you want to cancel multiple plans, keep in mind that you'll need to cancel each one individually.

Lastly, to confirm your plan is canceled, look at the date listed next to the plan on the Billings page.

Frequently asked questions (FAQs)

What is instantly.ai?

Instantly.ai is an advanced email automation tool designed to help individuals manage their email campaigns more effectively. It offers a range of features, including unlimited email accounts, email warm-up, B2B Lead Finder, and a Unibox.

What does Instantly AI do?

Instantly.ai automates various aspects of cold emailing and customer relationship management. It helps users manage multiple email accounts, warm up emails to improve deliverability, find new leads, and keep track of them. The platform also consolidates all emails into a single inbox, making it easier to manage conversations and follow-ups.

How to use instantly.ai?

Using Instantly.ai is easy. Just create an account, add and configure email accounts, and use the email warm-up feature to prepare your accounts for sending. Then, create and launch your email campaigns and manage interactions through Unibox. Finally, use the tracking and analytics page to analyze campaign performance.

Is instantly.ai free?

Instantly.ai is not free but offers various pricing plans to suit different needs and budgets. Each plan provides access to a range of features, allowing you to choose the one that best fits your requirements.

Does Instantly AI have a free trial?

Yes, instantly.ai offers a free trial for new users. This allows you to test out the platform and its features before committing to a paid plan.

How many emails can you send with Instantly AI?

The number of emails you can send per month depends on the plan. For instance, the lowest plan limits you to sending 5,000 a month, whereas the Custom plan allows you to send more than 500,000.

Instantly.ai vs. alternatives: What’s the better option?

And there you have it—our deep dive into Instantly.ai and its top 12 alternatives.

As you’ve discovered, Instantly.ai has some powerful features.  But it's not perfect, mainly because of the lack of multichannel outreach support that tools like Skylead have.

That said, if your strategy relies heavily on engaging prospects across multiple channels, Instantly may not be for you.

Luckily, your perfect alternative is out there, waiting for you to discover it.

We've given you the options. Now, it's up to you to try them out.

But why not start with Skylead? 

With a 7-day free trial, you can experience the true power of email and LinkedIn automation combined.

So, come chat with us, sign up, and begin scaling your outreach — to infinity and beyond!

Have you ever left a meeting thinking, “This could have been an email”? Truth be told, we all have.

Most meetings go off the rails, not because the presenter isn’t capable, but because there’s no clear sales meeting agenda. This results in missed opportunities, zero alignment, and participants zoning out instead of speaking up.

A well-structured agenda turns that around. It gives your meetings purpose, keeps everyone focused, and makes sure they leave with clear takeaways.

That’s why we asked our sales team at Skylead to explain how they structure agendas that lead to meetings people actually want to attend, and are now sharing their 2 cents on:

• What a sales meeting agenda should include
• 7 steps to create one that actually works
• Best practices to make meetings feel - dare we say - productive

As a bonus, we’ll be throwing in free agenda templates you can plug into your next meeting.

And while the tips below are based on internal team syncs mostly, the same structure can also help you lead better sales conversations with clients - whether it’s a discovery call, demo, negotiation, or quarterly/annual business reviews.

Shall we?

What is a sales meeting agenda? [+ why you need one]

71% of senior managers believe meetings are unproductive and inefficient. Other statistics show that 65% of people feel they regularly waste time in meetings. Not to mention, 51% of employees regularly work overtime due to meeting overload, with 78% of them saying they are expected to attend so many meetings that it's hard to get their work done.

What does all of this tell you?

That the meeting itself isn’t the problem. The lack of structure is.

A sales meeting agenda acts like a map. It tells the participant(s) where you're headed, what’s worth discussing, and how to get there without taking detours. It keeps everyone aligned on goals, time, and ownership, helping meetings become a tool rather than a time drain. 

As Patrick Lencioni, author of Death by Meeting, puts it:

And the reverse is true too:

Good meetings - built on clear agendas - lead to better decisions, tighter alignment, and participants who actually want to show up the next time.

What should be included in a sales meeting agenda?

Now, what does a sales meeting agenda look like?

At its core, it’s a simple document - nothing fancy. You can outline it in a Google Doc, host it on Notion, or even write it down on a piece of paper if you're more old-school; it doesn't matter. As long as it’s structured, that is.

That being said, we asked our sales team what every sales meeting agenda should include, and this is what they told us:

• Clear objectives and goals 
• Agenda items with time allocations 
• Assigned presenters
• Discussion points 
• Action items and follow-ups

Types of sales meetings [+ internal & client-facing]

Salespeople don’t just attend internal meetings. In fact, most of the time, they spend in external meetings with leads, prospects, and clients.

That said, below is the breakdown of the most common sales meeting types, along with the role they play in the sales cycle.

Prospecting & discovery meetings

• Initial outreach - Connecting with new leads to spark interest and qualify fit.
• Discovery sessions - Uncovering a prospect’s challenges, goals, and the type of decision-making process.

Product & value-based meetings

• Demos - Walking prospects through the product, tailored to their needs.
• Proof of concept (POC) reviews - Validating technical fit or showcasing advanced functionality.
• Trial check-ins - Supporting leads who are actively testing the product.

Deal progression meetings

• Proposal discussions - Reviewing pricing, timelines, and next steps.
• Negotiation meetings - Aligning on terms, contracts, and expectations.
• Business decision-maker meetings - Engaging budget holders or executives to drive final buy-in.

Customer growth & retention meetings

• Quarterly or Annual Business Reviews (QBR/ABR) - Strategic check-ins to review performance and roadmap alignment.
• Renewal & expansion planning - Assuring satisfaction, identifying upsell/cross-sell opportunities.

Internal sales meetings

• Pipeline reviews - Syncing with sales managers to assess deal status and blockers.
• Account strategy sessions - Cross-functional alignment on high-priority accounts.
• Team huddles - Quick daily or weekly meetings to check in on goals, share updates, or raise immediate roadblocks.
• Sales performance reviews - Reviewing individual or team metrics, sales KPIs, and areas for improvement with leadership.
• Training & enablement sessions - Ongoing learning moments to sharpen product knowledge, objection handling, or sales techniques.
• Onboarding sessions for new reps - Introducing tools, sales outreach templates, and team structure.
• Retrospectives or post-mortems - Reflecting on lost deals or campaign performance to identify what worked and what didn’t.
• Territory or quota planning meetings - Setting sales targets, reviewing coverage, or reassigning accounts.

📝 Note: No matter the type and whether internal or external, every meeting benefits from a clear agenda,  especially when there are multiple stakeholders or big decisions on the table.

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How to create a sales meeting agenda [7-step framework]

Now that you know the different sales meeting types and the main components of a great agenda, it’s time to learn how to use them to actually build one.

But instead of giving you a generic checklist, we’re sharing a framework our sales team coined and absolutely swears by.

They call it the SCAAPID framework: 7 steps to creating a sales meeting agenda that’s clear, efficient, and outcome-driven.

Here’s what the letters stand for:

• S - Set clear meeting objectives
• C - Choose relevant topics
• A - Assign roles & responsibilities
• A - Allocate time for each section
• P - Plan for engagement
• I - Include learning, feedback & training opportunities
• D - Define action items & next steps

Sounds good in theory, right? Let’s walk through how to actually implement each part.

1. Set clear meeting objectives

Before you think about topics, presenters, or time slots, ask yourself:

What’s the one thing this meeting needs to achieve?

Your objective is a filter for every item on the agenda. Without one, your meeting becomes a list of updates that could have been a Slack thread.

So, add your meeting objective as the very first line of the agenda doc. It sets expectations and keeps everyone honest about the purpose.

That said, a good meeting objective is:

• Specific (e.g., ''Identify top 5 stuck deals and define next steps,” instead of “Talk about pipeline.”
• Relevant - Tied to your sales cycle, metrics, or current roadblocks.
• Outcome-driven - It leads to a decision and/or action.

Here are a few examples to paint a better picture:

2. Choose relevant topics 

Once you’ve nailed your objective, the right topics will almost pick themselves. That’s because your objective naturally narrows the scope.

Say your objective was to identify stuck deals. Then it makes sense to focus on pipeline reviews, stage-specific blockers, and next steps - not pricing updates.

When in doubt, ask yourself:

• Does this topic help us hit our meeting goal?
• Is this the right audience for this topic?
• Will this lead to a decision or the next step?

In other words, instead of thinking about what the meeting should talk about, think: 

What will help us accomplish the meeting objective?

For example, if you're preparing for a demo call with a prospect who's evaluating multiple tools, topics like “feature overview” or “UI walkthrough” might sound relevant, but they only help if they’re tied to the pain points uncovered in discovery. 

So, instead of a generic demo, focus on use cases that matter to them (e.g., automation, reporting, integrations, etc). That’s what will actually move the deal forward.

3. Assign roles & responsibilities

Every internal sales meeting should have clearly assigned roles to keep things efficient, on track, and actionable.

It's simple, really. If no one owns the meeting, it's bound to drag, derail, or result in...well, nothing.

On the other hand, when everyone knows their role, the meeting runs like clockwork, and more importantly, leads to real outcomes.

In terms of roles, you'll need a:

• Facilitator - to keep the meeting focused and transition between topics. That's typically the sales manager or whoever called the meeting.
• Presenter(s) - owns specific agenda items. Can be an SDR, account manager, anyone who’s responsible for that topic, really.
• Note-taker - responsible for capturing notes and sharing them post-meeting. Though these days, tools and extensions can automate this role.
• Timekeeper - useful for packed agendas. Helps keep each section within time.

Roles look a bit different in external or client-facing meetings. You likely won’t assign a “timekeeper” or “note-taker” in front of the client, and often, these meetings are 1-on-1 between the rep and the buyer. But that doesn’t mean roles don’t matter.

Behind the scenes, you’ll still want to prep who’s leading the conversation, who’s owning the follow-up, and what materials or demos are being presented.

Not to mention, throughout their lifecycle, the client may interact with different people across your organization, from SDRs to account executives to the customer success team. That’s why having clarity on who’s responsible for what is important. After all, it’s what makes for a smooth and consistent buyer experience.

📝 Note: Add names next to agenda items ahead of time, so everyone comes prepared, and nothing slips through the cracks.

4. Allocate time for each section

Raise your hand if you’ve ever been in a meeting that was supposed to take 30 minutes... but somehow stretched to an hour and a half.

Yeah, us too.

That’s what happens when you don’t assign time to topics. One section gets too much airtime, someone goes on a tangent, and - before you know it - you’ve spent 45 minutes dissecting one missed deal while everything else gets rushed or skipped.

The fix? Add time blocks to each agenda item. It doesn’t have to be exact to the minute, but it should give everyone a sense of how much breathing room each part has.

A few rules of thumb:

• Prioritize based on the meeting objective.
• Cap open discussions (they’ll expand if you let them).
• Leave 5 minutes at the end to recap and lock in next steps.

This applies just as much to external meetings as it does to internal ones. 

Let’s say you’re running a 30-minute demo with a prospect. Without a rough time structure, you might spend too long on general features they don’t care about and run out of time before you get to the part they actually need. 

Instead, aim for something like:

• 5 minutes: Quick recap of their use case
• 15 minutes: Focused product walkthrough
• 5 minutes: Q&A
• 5 minutes: Next steps

And if something needs more time? It probably deserves its own meeting.

5. Plan for engagement

A common mistake in sales meetings is treating them like a one-way update. Someone talks, others nod, and 30 minutes later, the meeting’s over, with little input or discussion.

The thing is, the best sales meetings are joint sessions where all members (or the majority of them) actively participate.

But if you want people to participate, you need to make space for it - in the agenda AND in the way the meeting is run.

Here are a few ideas on how to make that happen.

How to get teammates to participate in internal meetings

Start with quick wins

Kick things off on a high note by dedicating the first few minutes to celebrating something, such as a:

• Deal that moved forward unexpectedly
• Great objection handling moment
• Creative email subject line that got a hard-to-reach prospect to reply
• Milestone hit by the team (quota, response rate, etc.)

These celebrations not only energize the room but also create a culture where small wins are seen and shared.

You’d be surprised by how often this sets the tone for an open, productive meeting.

Make space for open discussion

Not everything can (or should) be scripted. That said, reserve 5-10 minutes toward the end for open conversation. This can be guided by a prompt like:

• What’s one challenge you’re currently facing?
• Anything you need help with this week?
• Any learnings worth sharing with the group?
• etc.

The goal isn’t to force people to speak, but to give them a chance to.

Add a moment of recognition

Don’t finish the meeting until you’ve acknowledged someone’s effort. Even if it’s just a minute, a quick shoutout for a solid follow-up email after no response, a killer cold outreach message, helping a teammate, or anything else for that matter, is worth calling out.

It signals that showing up and doing the work doesn’t go unseen. And over time, it builds a culture where people feel genuinely appreciated. 

This matters a lot more than you may think. In fact, people rarely leave their jobs because of the work itself. They leave because they feel invisible. Numbers-wise, 66% of employees say they’d leave their jobs if they didn’t feel appreciated. Thus, a bit of recognition in each meeting can go a long way in keeping your team around.

How to keep participants engaged in client-focused meetings

Client-facing meetings are a little different. You don’t need icebreakers or shoutouts; you just need to avoid turning it into a lecture. The best way? Get them involved early and often.

Try this:

• Ask open-ended questions throughout - Instead of presenting for 20 minutes straight, pause to ask: “How does this process work in your team today?” or “Would this help solve the bottleneck you mentioned earlier?”
• Let their answers guide the flow - If they lean into a certain feature or use case, spend more time there instead of going through a generic demo.
• Leave space for objections - Don’t save all questions until the end. Build in time for them to raise concerns so you can handle them in real time.
• Summarize and check for alignment - Every few minutes, recap what you’ve covered and confirm if it lines up with what they were hoping to see.

The better the engagement, the more your buyer participates, the more invested they feel, and the closer you are to landing the next step.

6. Include learning, feedback & training opportunities

Most people focus on numbers and next steps, but forget that every meeting is also a chance to level up. Without space for learning or reflection, meetings become routine recaps; useful, sure. But transformative? Not really.

So, carve out a few minutes for learning, shared insights, or feedback.

It doesn’t have to be formal. In fact, the more rep-driven and practical it is, the better. Think of it as peer-to-peer knowledge sharing that sharpens the team’s sales tactics and builds a culture of continuous improvement.

And when it comes to external meetings, don’t overlook them as learning moments, either. A simple question, such as “Was this helpful?” or “Is there anything you’d like us to go deeper on next time?” shows you care and gives you feedback you can use to improve future meetings.

7. Define action items & next steps

You’ve had the meeting. Topics were discussed. Heads nodded. People participated. Great. But what happens afterward?

If there’s no clear follow-up, all that alignment and input quickly fades, and you’re back at square one.

That’s why every meeting should end with defined action items. Who’s doing what? By when? How will progress be tracked?

Here’s a simple format we like:

• Action - What needs to be done?
• Owner - Who’s responsible?
• Due date - When will it be done?

…and what that looks like in real life:

• Action: Send follow-up emails to new leads
• Owner: Priya
• Due date: Friday

After the meeting, send a quick summary to the participant(s) (email, Slack - whatever works best). This keeps responsibilities clear, reinforces accountability, and gives everyone a handy reference.

Sample sales meeting agenda templates

Not all sales meetings are created equal, as you’ve seen.

For this reason, we've created 3 agenda templates: 1 general for internal purposes and 2 designed for client-facing meetings. Use them as a starting point and adjust accordingly.

1. Internal sales team meeting agenda

Frequency: Monthly, Quarterly, or Annually
Duration: 45-120 minutes (depending on scope)
Attendees: Sales reps, managers, leadership, and cross-functional stakeholders
Presenters {By role and name}:

2. Demo meeting agenda

Frequency: As scheduled with prospects
Duration: 30-45 minutes
Attendees: Account executive / Sales rep + Prospect(s)
Presenters {By role and name}:

3. Follow-up / Proposal meeting agenda

Frequency: After demo or late-stage in the sales cycle
Duration: 20-30 minutes
Attendees: Account executive / Sales Rep + Prospect(s) / Decision-makers
Presenters {By role and name}:

Best practices for running effective sales meetings

Even with the best agenda, how you run the meeting matters just as much. 

Below are some tried-and-tested habits to make your sales meetings more effective.

Send the agenda in advance

Don’t make people walk into the meeting blind. Share the agenda at least 24 hours in advance so attendees have time to prepare, especially if they’re presenting or expected to contribute.

As for where to send it? Whatever you already use - Slack, email, Notion, a shared doc. Just make sure it's accessible and linked in the calendar invite.

Set ground rules

When running internal sales meetings, simple ground rules go a long way in making them more productive.

Some examples:

• Cameras on (if you’re remote)
• One person talks at a time
• Keep updates under 2 minutes
• No multitasking (Slack, inbox, etc.)

Set the tone upfront, and remind people as needed. A few expectations agreed on early can save a lot of time (and eye rolls) later.

Stay on track and respect time

Use your agenda as a guide, not a suggestion. Keep an eye on time allocations and gently move things along if a topic is dragging. If something important comes up but doesn’t fit the flow, take note and spin it off into a follow-up - or another meeting.

Time boundaries matter even more in external meetings. If you say the call will take 30 minutes, make sure it does. Prospects often have back-to-back meetings, and going over can leave a bad impression or cut into the most important part of your pitch.

Only schedule meetings when necessary

Some meetings should really be emails. 

That said, if the goal is to share information, give status updates, or report numbers that don’t require discussion, don’t book one.

Save meetings for when real-time collaboration or decision-making is truly needed. Otherwise, you're just eating into everyone's deep work time.

Sales meeting effectiveness checklist

Want to know if your sales meeting agenda is actually working? Don’t guess - track it!

Here’s a simple checklist you can revisit after each meeting for assessment:

Pulse check

• Did attendees feel the meeting was a good use of time?
• Was there feedback on how to improve it next time?

(Use a quick Slack poll or ask during wrap-up.)

Action follow-through

• Were action items clearly defined (owner + due date)?
• Were those action items completed by the next meeting?
• Did the meeting move deals forward or solve real blockers?

Engagement

• Did multiple team members contribute or ask questions?
• Was there an open discussion or knowledge sharing?
• Were people focused (no multitasking, cameras on, etc.)?

Meeting quality

Give a quick 1-5 rating on these:

• Clear objective
• Time managed well
• High participation
• Useful takeaways
• Concrete next steps

If you’re seeing a lot of ❌s or low scores, it’s a signal to adjust the agenda, tighten the structure, or switch up the format.

Frequently asked questions

What are the 4 P's of a meeting agenda?

The 4 P’s typically stand for Purpose, Product, People, and Process. They help ensure your meeting has a clear objective (Purpose), produces tangible outcomes (Product), involves the right stakeholders (People), and follows a structured flow (Process).

What should be included in a sales meeting agenda?

A strong sales meeting agenda should include clear objectives, key topics with time allocations, assigned roles or presenters, discussion points, space for feedback and learning, and defined action items and next steps.

Who is responsible for creating the sales meeting agenda?

Typically, the person running the meeting should own the agenda, which is most often the sales manager or rep leading the call.

How detailed should the agenda be?

Enough to set clear expectations, but not so detailed that it overwhelms. Include objectives, topics, time estimates, and owners. If extra context is needed, link to supporting docs rather than dumping everything into the agenda.

What tools should I use to create and manage sales meeting agendas?

Whatever your team already uses. Common tools include:

• Notion or Confluence for shared docs
• Google Docs or Sheets for collaborative agendas
• Asana, ClickUp, or Trello to track post-meeting tasks
• Slack or email for agenda distribution and follow-ups

How can I make sure every person stays engaged during internal sales meetings?

Assign them to lead different parts of the agenda, ask for input often (e.g., quick polls or round robins), and include open floor or recognition segments. Engagement often comes down to participation.

What’s the best way to follow up after a sales meeting?

Send a short summary that includes the key takeaways, action items, and deadlines. Use Slack, email, or whatever your go-to channel is. This keeps everyone accountable and ensures next steps don’t fall through the cracks.

Set your sales meetings up for success

A good sales meeting gives you clarity, alignment, and energy to tackle the next challenge. And it all starts with a clear sales meeting agenda.

So, take the templates, adopt the SCAAPID framework, try the best practices, and adjust them accordingly. Because when your meetings run better, you perform better.

And if you want more to report on (and brag about) in your next internal sales meeting, Skylead can help. This LinkedIn automation tool and cold email software helps you automate LinkedIn outreach and cold email campaigns while managing the rest of your sales engagement process from one place. As a result, you get to book 3x more meetings with prospects in less time, while also avoiding tool hopping.

Sign up for a 7-day free trial today and show up to your next meeting with results worth talking about!

Email Marketing has maintained popularity over the years. 

It is an efficient way to get new leads, nurture relationships, and raise awareness about your business.

With the right strategies, you can gain new customers, as well as develop trust with current clients.

That is, it can become a trusted way to boost sales and grow your pipeline in no time or simply sustain good results long term.

Some businesses have not yet developed tactics for productive Email Marketing. That’s why it is resulting in modest effects or no effects at all. 

Disappointed by sparse returns, some have given up on the idea. Most likely, they missed out on the perks provided by a good Cold Emailing strategy. 

But were they right? 

Why is Email Marketing important?

It’s true that in order to grow your business through Email Marketing, you need to know a few tips and tricks. However, keep in mind that learning them will be very rewarding.

Did you know that, according to several studies, campaigns that were implemented through email generated significantly more profit compared to ones run through Social Media Networks?

Fact check: A whopping 99% of consumers check their emails every single day. Therefore, the cold mailing is one of the most reliable ways for businesses to develop relationships and boost sales.

Investing a single dollar in Email Marketing brings a return on investment of 40 USD.

Check how much better it rates compared to other forms of Digital Marketing in the chart below.

Knowing just how profitable Email Marketing is makes learning the right methods definitely worthwhile. Additionally, with the right tool, you are guided through the experience with the utmost care provided by our Customer Support Team and cutting-edge technology.

With Skylead, you can send up to 100 emails per day. However, we always recommend starting off with a lower number, so that your emails don’t end up in a Spam folder.

Contacting leads through email is for sure the most sustainable way to reach more people over time. 

So, how do you start Email Marketing or improve existing strategies?

We’ve prepared 10 tips and tricks to help you boost your sales via email and help you achieve the best results

1. Understanding your audience

When starting out with Email Marketing, it’s crucial for you to understand your target audience.

Who are they? 

What do they like? 

How can they benefit from your services or products? 

After you answer these questions, it will be much easier for you to figure out the perfect way to reach out to them. You will be able to find the tone your audience will enjoy, one that will truly captivate their attention.

But, wait, that seems like a lot of work!

Don’t worry. With Skylead’s state-of-the-art tool, the process of targeting is eased to the extent that building your perfect customer pool will take less than 5 minutes. 

With Sales Navigator filters, you can do the prospecting on LinkedIn and find leads according to their location, employment, connection degree (1st, 2nd, or 3rd degree), position, used keywords, groups, and much more. In other words, you can narrow down your ideal audience to decision-makers who will benefit from your services big time. 

And this is the part of LinkedIn Lead Generation done right. 

Also, keep in mind that writing a copy that will be relevant to your target market is now pretty simplified. It will for sure result in a higher response rate compared to generalized Email Strategies.

2. Expanding your mailing list

Many people make the mistake of thinking that putting a form on their website and hoping that visitors sign up will be enough to expand their Mailing list.

Unfortunately, it doesn’t really work that way. 

In order to really build an extensive network of potential clients, you’ll either need some time and creativity to get more leads, or you can rely on our innovative Email Discovery feature. It will help you access the email addresses of the most important people related to your industry in just a few clicks. 

Skylead’s Email Discovery feature brings the possibility of collecting personal email addresses, incorporated in a lead’s profile, or even a business email.

The alternative is creating lead magnets that will help you receive email addresses. Give something for free in exchange for contact details. It can be a free ebook, a case study, or a product sample – really anything potential customers might find valuable enough to hand out their email address. 

True, this can take quite some time and resources. But if you’ve already managed to acquire a rich source of contacts, make sure you make the best use of it.

3. Nurture relationships 

In order to reap the most benefits of your EM strategy, it will be necessary to build a relationship with people and companies from your contact list. 

You can achieve this by sending out regular emails and follow-ups. These need to keep the interest of respective clients, which is crucial for boosting your sales efforts. 

It’s not easy to manually send emails to each contact on your list. We understand that you’re already busy building your business and don’t have enough time to allocate to that part.

That’s why we at Skylead developed a tool that can help you save up to 7 hours a day. Skylead is there to send multiple emails, customize automated messages, and schedule your follow-ups. Furthermore, it provides a well-organized dashboard and inbox, ensuring you never miss a single message.

4. Segment your mailing list

Not every offer will be equally interesting to your entire list. That’s why segmenting the list is a very important step. It can help you keep your efforts engaging by only sending relevant information. 

The sublime labeling option in Skylead’s inbox allows you to best segment your recipient list using easy-to-use tags, helping you provide a tailored experience for your subscribers. 

Segmenting your lead list will help you speak directly to your consumer. You will be able to provide them with engaging content that will keep you out of the spam box.

5. Mix up your campaigns by using different outreach channels

You’re used to having Skylead on your side with LinkedIn steps such as Connection Invites, Messages, View & Follow Options, and LinkedIn InMails, but we don’t want you to stop there.

No, we want you to use the full potential of our tool! It is here for your business to shine. 

Email, as a powerful form of Direct Marketing, is integrated into our platform, allowing you to set up a campaign with LinkedIn located steps, but also send your messages via email.

And the best thing is – you can mix emails with every other step there is to make the most of this LinkedIn automation tool and cold email software!

6. Test, test, test

Skylead helps you run multiple campaigns where you can comfortably run A/B tests to figure out the most efficient approach for you.

Try it by pitching two campaigns A and B, to slightly different target groups, with slightly different messages and see how they will react. Track the outcome and find what works best for your business.

Also, there are target groups that are naturally more OPEN for InMails. Make sure not to forget that feature.

By combining all the features and options Skylead offers you, you’ll be more than able to run a good test.

7. Ask for feedback

The best way to keep prospects from your Mailing list engaged is to ask them what they’d want. 

Sounds too simple? 

Well, people love to be included and appreciate the effort to accommodate their needs. Therefore, asking them about things they’d like to see in your newsletter or suggestions regarding your product/service will not only provide you with helpful information but also make your contacts feel appreciated. 

That way, your contacts will be interested and invested, making it more likely that they’ll reply or hopefully make a sale. As soon as they see you care about their opinion, they’ll be twice as likely to engage with you.

8. Warm up your cold emailing

What better way to keep your audience engaged than to find a way to speak directly to them? 

Just because you automated sending, it doesn’t mean you should write them as if you’re speaking to a large group, disregarding their personalities and needs. 

Skylead is bringing you a great way of designing your messages so they seem as if every single email was aimed directly at that particular person. 

Wondering how to do that? We got you covered! 

Use tags in a message and include details such as first and last name, occupation, years of experience, education, and other relevant data to add warmth to your cold emailing. 

9. Create a highly enjoyable customer experience

It’s worth repeating that impersonal ads, promotions, and sales pitches in emails make a lousy customer experience. 

How can you do better, you ask? 

Put yourself in the shoes of the receiver. Would you be annoyed or entertained by the content?

Our technology will instantly pause the automation if someone replies. This will give you space to decide whether it’s okay to continue the sequence. If so, you can get a lead back to the campaign.

That’s how we nurture sequences based on leads’ actions and prevent them from sending unwanted emails if they state they are not interested.

10. Add an extra something

Show your subscribers you care about them by including an extra token of affection. 

Try Skylead’s awesome Image Personalization feature that will add some color to plain text, making it even more appealing to potential customers.

Choose between our funny or even corporate visuals if you like, and include details such as the recipient’s name, occupation, workplace, and more, to make a cool addition to brightening their day. 

You can choose from a variety of templates we’ve prepared for you or simply import some of your images to really stand out from the crowd and multiply your response rate. 

One way to grab the attention of your audience is to also congratulate them on holidays for the New Year by including your logo and recipient’s name on a cool, personalized card – what better way to nurture your relationship with clients than to send them a cool e-card and wish them good luck. 

Read more about our new Email Automation & Image Personalization features here.

And, of course, if any questions arise, you can always count on us to chat it through.

Thank you for reading, and stay tuned for more blogs. Also, feel free to begin your Skylead free trial and explore all the features that we've got to offer!

Over the years, cold email marketing turned out to be the right choice to unleash the full potential of outreach as a Lead Generation strategy - apart from LinkedIn lead generation, that is. 

With its minimal cost and extensive reach, it is clear that cold emailing has probably the highest ROI compared to other marketing approaches. 

In the present day, modern email marketing has drifted away from the one-size-fits-all model. It is now based on consent, segmentation, and personalization. Consequently, the response rates went up and so did their value.

However, the minimum requirement for cold email marketing is to have your leads', preferable business, emails. If you run into their private ones, it is only up to you to use them for outreach purposes. 

Here are 8 easy ways to find your leads' business emails that work. 

Ask them for it 

There are different ways of asking for your lead’s email. 

Make an online form for people who visit your website and would love to be updated on a regular basis through your newsletter. 

Or, insert a pop-up asking your visitors to subscribe to your newsletter first to access your website’s content. This one can be a bit annoying, as many people might give up unless whatever you have to offer is absolutely worthy of sharing their information. 

If you don’t have a newsletter or it is not aimed towards your leads, try giving your website visitors a free gift in the form of a PDF or audio file that will bring value to their business in exchange for their email address. 

Lastly, you can do a LinkedIn prospecting of your own and reach out to people who would be interested in subscribing to your newsletter.

Subscribe to your lead’s newsletter 

Yes, that’s correct. If your lead doesn’t want to subscribe to your newsletter, you can always do vice versa. You will eventually get an email from them that you can use to reach out. 

Check their website 

Each brand most likely has a website. If not, there is for sure some kind of online presence in the form of a LinkedIn, Facebook, and/or Instagram account (see below). 

When you visit your lead’s website, search the “Contact”, “About Us”, and/or “Team” pages. 

These are the places where their general email or a message form is located. It might not be the contact of the person you would like to speak to. However, by reaching out to them, explaining who you are, and asking for a specific person’s email address, you might actually get it. 

Check their social media 

As mentioned above, if not a website, there is for sure some kind of social media presence. 

LinkedIn

Start with LinkedIn, the biggest professional network out there. If a lead has a publicly available email, it will most likely be on their LinkedIn profile. If not, try finding their company’s LinkedIn page, search for the generic email, and ask for the target lead’s direct contact. 

Anyways, there are two ways of scraping a publicly available email from LinkedIn - manually and with Skylead. 

Depending on the number of leads and your company’s outreach policy, you can decide what works best for you. 

Scraping emails manually

There are three places you should look for an email address on LinkedIn. 

1. Click on the “Contact Info” section. 

2. Check out their LinkedIn cover picture, especially if a corporate one. 

3. Read the Profile Summary. 

Sometimes users leave their business email at the end or in the middle of their LinkedIn bio section to make it seem like a call to action. Make sure you read it to the end. 

Using Skylead to scrape emails

Collecting publicly available information of your 1st, 2nd, and 3rd-degree connections tends to be quick and effective with Skylead. 

Check out how it works. 

Turn on the “Collect contact information” option. 

What Skylead does is visit each of your leads’ LinkedIn profiles and collect their publicly available data. 

Once the magic has been done, use the “Export data” on the “Campaigns Page” to export emails and other information in a CSV file.

Have in mind that the “Collect Contact Info” can be just one of the steps of your automated outreach. Skylead’s Smart Sequences allow you to combine different actions based on your leads’ behavior while serving your business goals and creating a valuable database that you can export and reuse at any moment. Therefore, building an outreach campaign with Skylead can serve multiple purposes. 

Or you can decide to make a campaign with the sole intention of collecting your leads' publicly available emails and other valuable data. 

Facebook

Go to the company or individual’s page on Facebook and check out the “About " section. 

Step #1

Step #2

Instagram

There are two options for finding somebody’s email address when it comes to Instagram.
The first one is only available and visible in the app.

Click on the “Contact” option. 

This action will take you to see the following information. 

The second option is available in both desktop and app versions.

Just check the “Info” section of the targeted profile. 

Try following the pattern 

There are two ways to "guess" your lead's business email. 

The first way starts with knowing the name of your lead’s company. Try composing a generic email such as info@domain.com or contact@domain.com. Reach out and ask for the direct contact of a person you would like to talk to. 

The second way is knowing the company’s business email pattern. If one of the employee’s emails goes like john.smith@domain.com, there is a great chance that your desired lead’s email is also composed of name, dot, last name, at sign, and domain. 

Then, try inserting it in your email provider and see if it will be recognized or if the picture will show up. However, keep in mind that not having a picture doesn’t necessarily mean it’s not the correct one. 

Use Email Permutator 

Using an Email Permutator is one of the options.

Go to the main page and type in your lead’s name, surname, and domain.  

The Email Permutator produces all the possible email combinations based on the inserted data.

How will you know which one is the right one? Insert all of them in the recipient's field of your email and see which one will be recognized by your provider. If there is one with a profile picture, it is most likely to be the right one.

Search on Google  

There are several ways through which Google can help you find someone’s email address. 

Here are three. 

• Search “james.johnson@amazon.com” 

By using quotation marks in your query, you’re telling Google to search for results that contain that exact keyword. If your lead's business email ever showed up anywhere publicly, it will be displayed.

• Type site:amazon.com James Johnson email address in Google search

By using the site: domain, Google will give you results only from that domain. 

• Search [James Johnson] + email 

Google will find your lead’s email address if it was ever published somewhere on the web. 

Use Skylead

Use Skylead’s Email Discovery & Verification feature to find your prospects’ business emails even without being connected on LinkedIn. 

With a Smart Sequence as simple as this one, Skylead will provide you with verified business emails, implying the lowest possible bounce rates. 

After the sequence is executed, you can go ahead and export all the collected data in a CSV file. 

In case you didn't know, Skylead is a LinkedIn automation tool and cold email software, email finder, and scraping tool, all in one platform. 

Sure, you can use it to find and verify emails and scrape publicly available data. But you can also opt for LinkedIn, Email, or combined outreach (LinkedIn + Email) that will serve your business goal best while bringing down the manual work to a minimum.

This is just one of the numerous options you have with Skylead!

Summary

Finding somebody’s email address doesn’t necessarily have to be difficult, but it can be time-consuming. 

The best approach will depend on the number of leads you want to reach and your company’s outreach policy. 

However, with nowadays software development, it is worth keeping in mind that automating the process of finding somebody’s business email and getting through to that person can be a quick and painless process. 

Think about it. 

Or sign up for a 7-day free trial to explore all the possibilities you can have with Skylead. 

Blank email interface. The insertion point flickers on your document. You can feel it staring back, almost judging you for not knowing what to write anymore for your cold email outreach. You tried everything - it’s not working, and you don’t understand what you are doing wrong.

Once again, without any inspiration, you scribble what your company does, offer a product, and mass blast it. 

You wait. A couple of days later, history repeats itself. There is no response.

You think to yourself ’’This is too hard’’, or worse ’’This is not working for me’’.

As Darth Vader, you start breathing heavily. Take off the mask and get wind of the list of cold email mistakes you're probably making, what impact they have on your email metrics, and how to fix them to improve email campaign performance.

Do not worry. These mistakes happen to everybody.

The most important cold email outreach metrics

Before we dive deep into these email mistakes, let’s recap the metrics you need to track that will tell you a lot about your overall campaign performance.

Understanding and tracking the email metrics is crucial when deciding if your outreach campaign was victorious. It’s like putting a billboard up in the city and not knowing how many people saw it or bought your product afterward. Thanks to technology, now you can.

To be more precise, to measure email performance, you need to know how many emails were bounced, opened, responded to, and how many people converted via cold email outreach. Once you have that mastered, you can start creating engaging cold email campaigns.

#1 Cold email metric: Bounce rate

Bounce Rate in email outreach is the total percentage of email messages that have not been delivered successfully. This can happen if, for example, an email address is invalid or there is a technical issue with the email provider.

How to calculate email bounce rate

Example: 

Let’s say that during your email campaign, you sent 1000 email messages. Out of those, 98 weren’t successfully delivered. The calculation would go like this:

Bounce Rate = 98 / 1000 x 100 = 9.8%

#2 Cold email metric: Open rate

Email open rate is the percentage used as an indicator of email campaign health. The higher it is, the better. 

This metric doesn’t tell you a lot about the email convertibility as a whole. However, it can indicate why it wasn’t opened, whether or not your subject line, or preview text (first several words of your email body) are appealing, or can imply broken email deliverability. 

How to calculate email open rate

Example: 

Taking the numbers from the previous example, say, you have 1000 sent out, 98 out of those bounced and 565 were opened. The calculation will go like this:

Open rate = 565 / ( 1000 - 98 ) x 100 = 62.63%

#3 Cold email metric: Response rate

It’s nice to have a high Open rate, but it is even better to have a high Response rate, as well. As per its name, this metric indicates the number of individual emails in the cold campaign that leads responded to. This metric shows the quality of your email’s content. Ultimately, a good response rate means that you’ve managed to get the lead’s attention.

How to calculate email response rate

Example:

Continuing the example thread. Now you have 902 unique emails that have been delivered. Out of those, only 133 leads responded. The calculation goes like this:

Response rate = 133 / 902 x 100 = 14.75%

#4 Cold email metric: Email conversion rate

Conversion is an activity when a lead completes a desired goal, such as signing up for Demo or starting the Subscription. That said, the conversion rate for email outreach is the percentage of prospects who took the desired action from your email campaign. 

To find out more about conversions, their types, and other KPIs, check out 5 Must-Know KPI Metrics to Grow Your B2B Business [Bonus Metrics Included].

Needless to say, the conversion rate is the ultimate metric to figure out if an email campaign was successful.

How to calculate email conversion rate

Example: 

Out of 902 successfully delivered emails, you have 36 conversions in total. Calculation is the following:

Conversion Rate = 36 / 902 x 100 = 3.99%

Now let’s see what email mistakes you are making that negatively impact these metrics and how to correct them.

Cold email outreach mistakes to say goodbye to

Successful email outreach is a lot tougher than ever these days. With so many emails clogging up the leads' inboxes, it is hard to remember and know what best works for your targeted prospects, let alone see the mistakes that slither in without you even noticing. ‍

That’s why we created this ultimate guide to the most common email mistakes, how they affect the metrics, and how to fix them. First, let's break the email mistakes down into the following four categories to make it easier. There are Email Mistakes:

1. Affecting Deliverability 
2. Regarding Content
3. Related To Attitude Towards the Prospect
4. Affecting Sales Process

I Email mistakes affecting deliverability 

1. Acquiring poor quality leads

Let’s address the elephant in the room: many came across a situation where you are weighing options, whether you should go for a cheaper alternative or not, when buying prospects’ data. Unfortunately, the cheaper option almost always leads to devastating results in the end.

Starting, the leads’ contact information you get from unverified vendors might be completely untargeted for your outreach. You can get every mistake right on this list, but if your ICP is not targeted, the entire email outreach will fail. 

Or, maybe the prospect’s name is incorrect, and you might address them wrongly, which will definitely affect the response rate, and you will lose this lead. Forever. 

But there is a worst-case scenario above all: if emails are invalid or non-existent, they can crumble your email outreach efforts because it increases the bounce rate and risks getting your domain blacklisted. 

Think of it as the butterfly effect: the bigger the bounce rate is, the more it damages your domain health and increases the danger of getting your emails in the spam folder or being blacklisted. It also decreases your open rate, response rate, and conversion rate in the long run.

What to do?

Buy the data from well-established and verified data vendors or gather the right information as first-party data yourself. 

Another solution is to find a reliable partner for data research or introduce your sales team to one of the top sales engagement platforms - one that includes outreach and email discovery and verification features. 

2. Adding a big number of links or sending the broken ones

Everyone wishes to tell the prospect as many things as possible about our product or service. We want to show them the blogs, ask for a meeting, attach a whitepaper file, and add alternative comparison pages for them to see. While this confuses the prospect regarding CTA (which we will mention below), it also overcrowds the email itself, making email providers raise their robot heads as bloodhounds. Too many links or files in your email will trigger a warning to the email provider and increase the possibility for your emails to wind up in the Spam folder. 

Furthermore, if you send a broken link to prospects, they will think of you as an unprofessional or worse spammer, and it will decrease the response and conversion rates, as they will lose interest in you.

What to do?

Try to keep the number of links to a minimum as you can (preferably without any links), and of course, check the links before sending. 

Additional tip: If in your signatures you have linked icons, check every one of them. As those links count as well, and sometimes they get broken, it’s better to be safe than sorry.

3. Sending too many messages per day

We all wish to send as many emails as possible for a short period. But this is a big mistake, especially if your email address is new. Sending too many emails per day can result in your messages ending up in the Spam folder. This can be one of the causes of your open rate dropping. 

What to do?

Slowly warm up your email address manually by sending a low number of emails, and then gradually increase the volume over time. Or, use email warm-up tools to do it automatically. The warm-up of a new email address or domain can last from 30 to 90 days. 

II Email mistakes regarding content

4. Being too casual or too formal

Balance is everything. Sales representatives sometimes go overboard trying to get their prospects to laugh, which only ends up being too cringey. We do not say GIFs or jokes are bad; we even use them in outreach and thread them to the context of the message. So know what thy boundaries are. 

Then, on the other side of the scale, we have an overly formal approach. The truth is that everyone wishes to be respected, so a formal approach is good, but if you go overboard, you will sound like a robot.

What to do?

Find the balance between the two scales. You can even send personalized GIFs or Images to show creativity and genuine interest, but keep it tasteful.

When it comes to an overly formal approach, you can loosen up a bit. 

5. Subject lines mistakes

Coming up with the subject line cannot be an easy feat. It has to be attractive, short, explain everything, but still leave the prospect interested in clicking on it. As challenging as it is, there are still some mistakes people make when it comes to these:  

• Spammy or clickbait subject lines - Big no. It will only enrage your prospects.
• Subject lines not specific enough for the market – This can cause lower open rates, as the prospects will not relate to the email at all.
• Subject lines in caps lock - It’s good to be excited, but you don’t need to shout at your leads to get their attention.

What to do? 

These mistakes influence every important email metric, starting with open rate, so make sure to avoid them. Think about how you would attract the leads’ attention and bind the subject line as a whole with the email body. Even better, try to make the subject line a prequel to your Preview text of the email and make it a united lead magnet.

6. Message copy not relevant to the market

As mentioned for the subject line, you need to keep a close eye on your email content's relevance to the market, as well. Writing an email not relevant to the industry can result in a lower response rate and conversion rate.

What to do?

Go full private detecting on this one. Research the industry, find the pain points. Go even further - find prospects' companies and information about them. Show them you understand the industry problems and what solution you offer instead.

7. Self-centered messages to prospects

Writing messages that are more focused on you instead of your prospects’ companies can come across as being too aggressive or assertive, resulting in lower response rates.

What to do?

Instead, be aggressive in knowing your lead: Showcase the research you did on them, ask for the call to know more about their pain points, and see how your product or service can aid them further. 

People resonate with what’s in it for them. Talk about them, gain their interest through email. 

Example:

8. Adding too many CTAs or not at all

As mentioned above, if you wish to show the prospect the blog posts, ask for a meeting, add alternative comparison pages for them to see, and top it off with a YouTube video - Stop. 

All these are a type of call to action, and piling them in one email will only confuse the prospects regarding CTA. 

On the other hand, if you do not use CTA at all, you will lose the purpose of your cold outreach, so the prospects won’t have any action in their mind to fulfill. 

What to do?

The goals of outreach campaigns are different for every purpose. Define one short CTA, and stay away from the unclear ones.
For more information on CTA in sales emails, check out our Detailed Guide On Crafting The Powerful Call To Action.

9. Not enough value

Often, our value proposition is not deep enough, doesn’t hit the bullseye, and is too generic. This directly affects the response rate, and you will lose the prospect because you weren’t compelling enough. 

What to do?

Once again, put on your detective glasses and go into a deep search for a particular prospect’s main pain points. You need to know and understand them. 

If you can explain their situation better than they can, they will automatically assume you have the solution and gain interest.

Example:

10. Unnecessary text length

If your cold email message is too long and has numerous paragraphs, take a step back. 

Let's say you are reaching out to CEOs or other higher-up positions. They usually have a lot on their plate, so you probably know the one virtue they lack is time. Please make sure not to waste it. 

What to do?

If you can draw the line through any piece of your text without losing the value, remove it. 

Let's say you have sentences such as: 

• I know you are busy, but... 
• I’m following up... 
• I’d love to give you a demo… 
• Do you perhaps know when would be the best time...

You won't lose the value if you cut them off. So instead, tell them something short, sweet, and essential about their business in particular, straight to the point:

• I see that your company struggles with VALUE...
• Would Wednesday at 10 AM work for you...

III Email mistakes related to attitude towards the prospect

11. Questioning the prospect's integrity and authority

Now we have a mistake example, which is a little further down the cold email outreach sequence. Let’s say you have a correspondence with the lead from a medium or large company, and you are not sure if they are a decision maker or not.

Asking a straightforward question ’’Are you the right person?’’ or responding’’I guess you are just not the right person to reach out to’’ after they do not reply is a big no-no. 

Simply do not ask a straightforward question if someone is a decision-maker. If not a decision-maker, they would feel invalidated.

Or maybe they indeed are, but your outreach was just not compelling enough to respond to, or they might think ’’If I'm not, would you treat me with the same respect?’’ Either way, this is how you will decrease your conversion rate. 

What to do?

If you really wish to know if someone is the right person to reach out to, then you can say something like this: 

When you bought this {{Product}} in the past, who was involved in the process?

12. Being authoritative over or submissive under the prospect 

There are three ego states in the body: child, adult, and parent ego states. If you command someone to do something, you talk to someone from the parent's ego state, and they will automatically go to their child's ego state. 

An example would be ’’Let me know the time that works for you’’.

How would you feel if you got this sales email?

Would you want to rebel against that sentence? Your prospect would want to rebel, too. 

Another example would be if you start your email with just a prospect's name, it will trigger a child's ego state, and they will think they are in serious trouble. You would want to increase the chance of somebody responding, so when cold outreaching, your goal should be to trigger ONLY their adult ego state. 

What to do?

So, what exactly should one avoid in communication?

1. Commanding prospects to do something (Child ego state trigger)
2. Putting accountability on them for not responding (Child ego state trigger)
3. Invalidate their objections (Child ego state trigger)
4. Sentences like: 

• Just checking in...
• I know you are busy, but…
• Would you have the time… (Parent ego state trigger)

Overall, avoid triggering their Parent or Child ego state. Instead, trigger an adult ego state. 

For example, instead of saying:

Would you have the time…

You can offer an up-front contract. For example, write the exact time and date of the meeting and ask for consent. Additionally, provide a sales meeting agenda for your call. 

13. Judging or making the prospects feel bad

Even though you think you will never do this to your prospects, this type of mistake is one of the most common ones. 

The first example is being harsh regarding the leads' choice to use similar products. Even though you are not saying anything bad about the leads themselves, you are indirectly insulting the decision they made. This easily translates to insulting them.

What to do?

Instead of judging the prospect for using a competitor and bragging about why your product is better, say something like this:

Oh, you are using an XY competitor? That’s great! So you are familiar with the type of product itself. What differs our product from theirs is…

Also, do not allow your words to make your prospects feel bad. Put the onus on you, not on your prospect. 

Example: 

IV Email mistakes affecting the sales process

14. Not setting up follow-up message sequences

Not having your follow-up game is the next in line of common lead generation mistakes (both for lead generation on LinkedIn and off). If the prospect doesn’t reply, do not give up. 

Follow-up emails always get a better response rate than the first email. In this study, there is an illustration of difference as follow-ups got 18% response rate higher than the first email, 13% to the fourth, and 27% to the sixth email *.

What to do?

Set up follow-up emailing sequences for the prospects who did not respond. Even if they do not respond to these follow-ups, insert them for other purpose sequences. Never give up, and never give in. 

15. Not tracking email campaigns’ performance

As we mentioned in the beginning, tracking is everything when it comes to your sales effort, especially if we talk about cold outreach.

If you do not know what you are tracking, how would you know if the channel is effective?

What to do?

So be sure to set and track the following: 

• Bounce Rate
• Open Rate
• Response Rate
• Conversion Rate

On the other hand, you can use a LinkedIn automation tool and cold email software, such as Skylead, to track it for you. Analyze the chosen tool thoroughly and start tracking your performance. 

Honorable mentions

We cannot finish this blog without mentioning a couple of short email mistakes that are essential to correct.

16. Poor Grammar - You have so many grammar checkers and tools available on the internet nowadays to remove sloppiness in communication.

17. Using initials - signing your email message using your initials, such as J.K., can come across as unprofessional. Use your full name and surname in your signature. 

18. Not personalizing the email - Nowadays, in cold outreach, you need to step up your personalization game, especially if you did the prospecting on LinkedIn first. To learn all about outreach personalization, check out Cold Outreach: Increase The Level of Personalization [+Templates]

Summary

Cold email outreach is still a powerful tool for lead generation and conversion if done right. Take time to study all of the mistakes mentioned above, let them be your guide, and double-check. 

Here are all the email outreach mistakes to serve you as a checklist: 

1. Acquiring Poor Quality Leads

2. Adding A Big Number Of Links Or Sending The Broken Ones

3. Sending Too Many Messages Per Day

4. Being Too Casual Or Too Formal

5. Subject Lines Mistakes

6. Message Copy Not Relevant To The Market

7. Self-Centered Messages To Prospects

8. Adding Too Many CTAs Or Not At All

9. Not Enough Value

10. Unnecessary Text Length

11. Questioning The Prospects' Integrity and Authority

12. Being Authoritative Over Or Submissive Under The Prospect 

13. Judging Or Making The Prospects Feel Bad

14. Not Setting Up Follow-Up Messages Sequences

15. Not tracking email campaigns’ performance

16. Poor Grammar

17. Using initials 

18. Not personalizing the email 

Now get to cold email writing - You’ve got this. Godspeed!

Wish to use email and LinkedIn in your outreach and successfully track their performance? See Skylead in action - Start your 7-day Free Trial.

What would you say is the first thing that catches your prospects' attention in their inbox? That is right, email subject lines. They are undoubtedly the most integral part of your cold email outreach. In just seconds, the fate of your outreach success is determined.

How? Well, if you do not create catchy email subject lines, you risk getting your email deleted, your open rate becomes much lower, and you will be disregarded as Spam. Consequently, this ultimately leads to a lower number of warmed-up leads and closed deals. Furthermore, effort and time spent will go to waste.

Don’t panic. We’ve got your back.

In this article, we explain what the subject line is and why it is important for your email outreach. Furthermore, we are digging deep into catchy email subject examples, why they work, and how to help you create your golden subject line that catches your prospects’ attention immediately.

What is an email subject line and why is it important?

Let’s start with the basics. When you open up your email inbox, you can notice the 3 following components of the email message:

• Sender’s name,
• Subject Line, 
• And the preview text. 

The email subject line is a text line next to the sender’s name, describing the title of the email message. In other words, it is an indication of what the message is about and why you should read it. 

The email subject line communicates value, sets expectations, and entices recipients to discover more about the topic by reading the email message. 

Getting your email subject line just right will make you stand out in the sea of other emails and increase the open rate. In sales terms, this means increasing the chances of getting your message across and warming up leads so you can close more deals.

Another thing worth mentioning is the importance of the Preview Text.

A preview text, aka preheader text, is a line next to the subject line that shows the beginning of your email message. In some cases, preview text can be custom-made if you use newsletter software or similar tools, but in most cases, it shows a preview of your message. That is why it is important to perceive them in synergy rather than as separate components to make your outreach as effective as you can (but we will talk more about this below).

How to write catchy email subject lines: Tips to get started

Email subject lines’ first and foremost purpose is to get your prospects to open up your email. In other words, you need to catch their attention and entice them towards this action. 

Therefore, make email subject lines mean something. Let’s go through a couple of steps to get started. 

1. Determine the type of subject lines

As a salesperson, especially when doing cold outreach, your job is to set the tone of the email subject lines. There are many ways to do it - making bold, sweet, or commanding statements - but first, you need to figure out the email content. After that, write down the email core meaning, and choose the type of tone that best fits your outreach message, personality, and prospects’ preferences. 

The usual subject line types for sales are:

2. Straight to the point 

Be clear and concise about your email subject lines whenever you can. The reason is that often prospects prioritize the emails by their subject line and order of reading/replying. For this reason, the email subject line should communicate what the message is all about and its importance. 

Avoid vague subject lines, such as “While I wait for your response”, which don't show anything about the email content, as it will end up at the bottom of the priority list, and prospects will eventually forget it.

However, this doesn’t mean you can’t get crafty with it. You can create wordplay such as “Let’s Taco ‘bout your performance”, create a theme as “Let’s schedule a coffee chat”, or even use the power words to enhance your catchy email subject lines.

3. Power words in email subject lines

Specific words can trigger an emotion in us on a conscious or subconscious level. Let's take the word “happy” for instance. After reading it, you suddenly felt a slight uplift in your mood, didn’t you? What happens with the word “Sad”? You felt slightly down there, correct? 

Words are indeed powerful. So using specific words in subject lines can do the same for your prospect. To be more precise, using Power words can really catch your prospects’ attention and activate an emotion. Furthermore, if you put the Power word at the beginning of the subject line, it will draw even more attention.

Here is a list of power words to catch your prospects’ attention and get them to open up your email:

Note: The important thing is to set expectations with power words, but be careful not to overpromise, as this will only annoy your prospects. And do not go overboard with them.

4. How long should email subject lines be 

On average, email subject lines should ideally be 4 to 7 words. If you need more words, aim for a subject line no longer than 9 words, which is the upper limit. Furthermore, contemporary inboxes can reveal up to 60 characters on average, depending on the email provider. 

Also, keep in mind that some people check their emails on mobile devices, which show only 41 to 50 characters. This roughly translates to 7 to 8 words. Therefore, to lower the number of characters, you need to remove any filler words, such as just, hi, thanks, going to, etc.

Note: If you plan to reach out to your prospects using LinkedIn InMail, you should know that the subject line character limit is 200 characters. Check out our complete guide on how LinkedIn InMail works and 13 InMail templates for a better response rate.

5. Use subject lines and preview texts in synergy

As we mentioned earlier, the preview text is a line of text found next to the subject line. It shows the first couple of words of your email message. In addition, it can show custom text if you use a newsletter software tool. 

Preview text is just as important as the subject line - it is your chance to deepen the message and make it more effective to get your prospects to open up an email. 

Preview text is usually 35 to 90 characters long, depending on the email provider. To make a subject line and preview text work together, it is best to perceive a preview text as a collection of details that didn’t fit the subject line. Here is an example:

Subject line: 🎁 A discount gift for you

Preview text: Happy Women’s Day! Up until the end of March, you get a discount of […]

Note: To convince a prospect to keep on reading the email and perform the desired action, make sure you get your opening paragraph and a Call To Action right.

Email subject lines best practices [and some worst ones to keep away]

Now that we’ve set the email subject lines and basic steps, let’s go through the best practices and what you need to avoid.

Subject lines best practices 

1. Personalization

Did you know that personalizing subject lines can increase the open rate by 22.2%? The increase in open rate happens because personalization creates a sense of familiarity in leads. Especially if you found those leads by prospecting on LinkedIn. Furthermore, it comes across as genuine and that you care for them. 

Personalize your email subject lines using the following demographic, psychographic, and firmographic data:

• Interaction with your brand
• Their location
• Years in the company
• Current company
• Interests and values

To gain a full understanding of how powerful personalization in outreach can be, check out our blogs on how to increase the level of personalization in outreach and how to personalize images and GIFs to improve response rate.

2. Use emojis in the email subject line

In modern-day times, emojis can be a nifty tool to spice up your subject line. They are a friend in need to get your point across, make your email stand out in the inbox, and they cost only one character (speaking of saving the space in the subject line :).

To back this up, take a look at the following statistics:

Emojis in subject lines had an open rate of 56% higher than those without them.

Not bad, ha 🧐?

3. Include numbers

Catchy email subject lines that include numbers achieve 45% higher open rates. This way, prospects will perceive your subject line as more precise and attract their attention. Use numbers to state how many tips you send them, time stamps, or statistics to increase the value.

4. Email subject lines specifying time

Providing your prospects with the right information that is in correlation with time will attract their attention, as it represents information that is a “current trend”. A nicely timed subject line will increase the open rate, as well as the response rate, depending on the email body.

Example: 

Here is how to boost your April website performance

5. Hint at the valuable content

One of the perfect ways to increase the open rate is to give your prospects a sneak peek at the body of the email. This catchy email subject line’s teaser can be in the form of content that prospects will value, such as images, infographics, and guides with the top 5 tips.

Example:

Why Sales Needs To Get Out There And Use Social Selling More (Webinar)

6. Subject line testing

You need to test your email subject lines to be sure you got them just right, and there are a couple of ways you can do it.

A/B testing

Every audience is different, and in some cases, one subject line that worked previously won’t be that effective anymore. And then, there is the following fact:

A/B testing can increase email open rates by 49%.

That is why you need A/B tests as much as possible. In order to do this, take 3 to 5 subject lines and send out those cold outreach emails to check which one has the highest open rate.
For example, in Skylead, you can test different subject lines for your outreach campaigns on autopilot and see which one works best for you.

Online email subject line testers  

Online email subject line testers are nifty tools to have at hand if you are not sure about the effectiveness of your subject lines. Whether you wish to test the emotional tone of voice or the overall effectiveness of your subject lines, you can use tools such as Send Check It, EMV Headline Analyzer, or GradeMyEmail.

Email subject lines DON’Ts

1. Hi there

Avoid phrases such as Hi there, Greetings, or Hello. The reason is that they aren’t specific enough and do not show any hint of what the email message is all about. Instead, draw your prospect’s attention by clearly stating the purpose.

2. Misleading prospects

Being deceptive and promising your prospect one thing in the subject line and showing them another will annoy them. Consequently, you will lose trust and respect instantly. Not to mention, you will fail to close the deal with the prospect forever. Therefore, avoid clickbait, or RE: and FWD: entirely just to get them to open up an email.

3. DO NOT USE ALL CAPS OR A BUNCH OF EXCLAMATION POINTS!!!

See how that was unnerving and frenetic? Using letters in Caps Lock or with multiple exclamation points is a synonym for spammers these days. It also looks aggressive and distasteful, and you do not wish that for your brand, trust us. Furthermore, if you use this kind of email subject line, you risk getting your emails in the Spam folder. However, Caps Lock and exclamation points are not prohibited - you can always use one from time to time to emphasize your statement, but please do not go overboard.

4. Avoid spammy words

Similar to all-caps-lock words and multiple exclamation points, spam words can also ruin your outreach efforts. These words have been all over the internet for many, many years (not to mention billiards in the 80s) and are now considered repulsive and plain out pushy. 

Here are a couple of examples to watch out for:

• Act Now
• Cash 
• Cheap
• Credit
• Double your ROI
• Earn Extra cash
• Millionaires
• Free
• Fast money
• Get it today

Catchy email subject lines examples and templates

Follow-up email subject lines

1. Had a {{Topic}} idea for you since we last spoke 

Example:

Had a social selling idea for you since we last spoke

2. Been thinking about what you said 

3. Should I give up on you and close the file? 

4. I forgot to mention in our meeting that…

5. The final and easy step…

6. Tuesday meeting at 10 PM

7. Sending info I promised 👉

8. I spoke with {{ReferredName}} and they said…

Example:

I spoke with Mark, and he said…

9. Down to business - How we can help

10. Need any help?

11. {{firstName}} I need your advice

12. Have 5 minutes for a quick call?

13. I don't expect you to open this email, but…

General cold outreach email subject lines

1. ❤️ how you contribute to {{DesiredResult}}

Example:

❤️ How you contribute to closing the deals faster

2. {{firstName}} let’s connect

3. Are you completely happy with {{CompetitorName}}?

4. Get lifetime access to {{SoftwareName}}

5. What are your insights from {{Event}}?

6. The most exciting opportunity for {{Industry}} companies in 2024

Example:

The most exciting opportunity for insurance companies in 2024

7. Saw your amazing post - Interested in creating shared content?

8. Exclusive for {{CompanyName}}: 3 tips to get conversion faster 

9. Congrats on {{Achievement}} 🥳

Example:

Congrats on becoming CEO 🥳

10.  Join forces? 👊

Urgent email subject lines 

1. Do you have these numbers and analytics yet?

2. Hot conversion data insight for {{CurrentMonth}}, 2024

3. Resource on {{Topic}} that’d go great in your {{Topic}} post

Example:

Resource on Email Statistics that’d go great in your Outreach post

4. Omg {{firstName}}...

5. It doesn’t look good

6. 10 must-know trends to keep up with the market

7. Your Free Trial is ending!

8. Save 30% before the New Year

Email subject lines that entice curiosity

1. Everyone’s favorite {{Occupation}} trick is…

Example:

Everyone’s favorite Sales trick is…

2. 🤫 Real secret to {{Task}} or {{Benefit}} is…

Example:

🤫 Real secret to outperform outreach is…

3. About your approach…

4. I have a question about how {{DoingRelevantTask}}

Example:

I have a question about how you handle budgeting

5. Does Thursday work for you? 

6. New year, a new strategy to {{Goal}}

Example:

New year, a new strategy to achieve 50+ conversions a month

7. Are you taking advantage of your detailed reporting?

8. How we accomplished {{DesiredResult}} in 2 months

Example:

How we accomplished 6x more sales in 2 months

9. {{RelevantTopic}} trends that are the talk of the town

Example:

Sales strategy trends that are the talk of the town

10. Save 5 hours a week with {{Task}} on autopilot 

Example:

Save 5 hours a week with outreach on autopilot

11. 56% of {{JobPosition}} use this trick to improve conversion

12. A cheat-sheet for better conversion — Interested?

13. {{Topic}} resources that can help you at this time

Example:

Cold outreach resources that can help you at this time

14. 4 tips to help increase sales during hard times 💪

15. It’s that simple 😃

16. Few in the {{IndustryType}} know about these hacks

17. Pick one of these 2 strategies

Email subject lines that address pain points

1. How to survive {{PainPoint}}

Example:

How to survive working 10 hours a day

2. 5 easy steps to beat {{PainPoint}}

3. How to deal with {{PainPoint}} 

Example:

How to deal with the LinkedIn algorithm

4. 5 Ideas for {{PainPoint}}

5. A resource to help you with {{PainPoint}}

6. How happy are you with {{Department}} performance?

Example:

How happy are you with the sales performance?

7. Steal this strategy from us - It will work for {{PainPoint}} 😁

8. 7 tips for turning {{PainPoint}} around 

9. Proven solution to {{PainPoint}}

10. Tired of {{PainPoint}}? Let’s have a chat

Subject lines that relieve pain and offer a solution 

1. The fastest way to reach your Q2 target 💹

2. Here is the shortcut to {{Benefit}} 🙌

Example:

Here is the shortcut to tracking performance easier 🙌

3. Help is on the way - best strategies for LinkedIn lead generation

4. Problem with closing the deals? Here is how to fix it easily

5. Save up 5 hours of work per week

6. {{ProductOrSolution}} empowers companies such as {{CompanyName}} 

7. Ready to implement {{Tool}} to eliminate {{PainPoint}}?

Example:

Ready to implement Skylead to eliminate wasting time on manual outreach?

Personalized email subject lines

1. {{firstName}}, I was researching {{CompanyName}} and…

2. {{ReferredName}} said to reach out to you… 

Example:

Your colleague Steve said to reach out to you…

3. {{ReferredName}} thinks you’ll love us too

4. {{firstName}} I loved your post on LinkedIn about {{Topic}}

Example:

Sandy, I loved your post on LinkedIn about how to modernize sales

5. Does this work for you {{firstName}}?

6. {{firstName}}, a quick question regarding your performance

7. {{firstName}}, I notice you try to achieve a 50% increase in sales

8. Opportunity for {{CompanyName}}

9. Partner up with {{CompanyName}}

10. {{firstName}}, I have a story for you

11. {{TheirCompetitorName}} VS {{CompanyName}}

12. {{firstName}} perform {{Task}} better from Now on 💪

Example:

Andy performs outreach better from now on 💪

13. New managing employees strategy for {{CompanyName}}

14. Loved the blog you wrote for {{CompanyName}}🔥

15. {{firstName}} I missed you at {{Event}}

16. What is your expert opinion on {{Topic}}, {{firstName}}?

Example:

What is your expert opinion on social selling, {{firstName}}?

17. {{firstName}} is there a lot on your plate r/n?

Humorous email subject lines

1. 🌮 Can we Taco ‘bout your growth?

2. ⚽ I wondered why the ball was in my court, then it hit me

3. I tried an elevator pitch - it was great on so many levels 🆙

4. 🐝 You are likely an indecisive bee. Might I call you maybee?

5. 🤝 Connect with you in the present or the future? It’s kinda tense

6. 🪐 Should I organize a space for our meeting and planet?

7. ⛵ Need a {{Topic}} strategy arc? I Noah guy.

Example:

⛵ Need a Sales strategy arc? I Noah guy.

8. My coffee is mugged and waiting for your call 😅

9. I'm gonna make him an offer you can't refuse…

10. May the Force be with you, and {{YourCompanyName}}🌌

11. {{ReferredName}} said to say hello to his little friend 🙋

12. “You can’t handle the truth!” Or can you?

13. Shaken, not stirred. 🍹 A {{Resource}} you asked for.

Example:

Shaken, not stirred. 🍹 A Guide To Outreach you asked for.

14. I like {{ProductOrAService}} as my wine - sweet and victorious. Do you? 🍷

Frequently asked questions

How can one effectively A/B test different subject lines to find the most effective one for their audience?

A/B testing for email subject lines involves sending two variants to a small segment of your audience to see which performs better, then using the more successful one for the broader audience. Monitoring open rates for each variant provides actionable insights. You can automate A/B testing by using the LinkedIn automation tool and cold email software with such a feature, like Skylead.

Are there specific strategies for crafting subject lines that improve click-through rates, not just open rates?

To improve click-through rates, subject lines should create curiosity or offer value that compels the recipient to discover more inside the email. Personalization and urgency can also encourage clicks by making the email feel more relevant and time-sensitive to the reader.

How do the recommended subject lines perform across different industries, such as tech versus creative fields?

The performance of subject lines can vary by industry due to different audience expectations and content relevance. Customizing subject lines to reflect the specific interests and language of your target industry is crucial for maximizing engagement.

Summary 

Strong and catchy email subject lines are mesmerizing and alluring to your prospects. They are links between your leads and your message. For this reason, it is important to make it as perfect as you can so you can increase the open rate, nurture the prospect, and ultimately close the deal. And when you pass through the importance of it all, creating email subject lines and testing them can be fun indeed. 

Here is a quick throwback of what you should and shouldn’t do when writing the email subject lines.

Now it’s your turn. Go and rock out those subject lines! 

Wish to use Skylead for your outreach campaigns and A/B test your emails? You can also add LinkedIn outreach into the mix, given that this cold email software also doubles as one of the best LinkedIn automation tools!

Is that a yes we hear? If so, we would be glad to hear from you and chat. Say hi by scheduling a demo with us or start your 7-day free trial now!

Disclaimer: Skylead is not affiliated, endorsed by, or connected with LinkedIn in any way.

Using Chat GPT for sales has proved particularly useful for increasing productivity and efficiency. That’s because it can be a powerful tool for writing highly personalized sales templates that get replies and help you book more meetings, among others.

But, like any other tool, it only works if you know how to use it. Or, rather, if you give it correct prompts.

Our sales and marketing team at Skylead began using Chat GPT in November 2022, when it became widely accessible. Since then, we’ve had plenty of time to test what’s working and what isn’t. And now, we’re bringing all our findings here for you to explore.

Thus, in this blog, we’ll show you exactly how you can use Chat GPT for sales. More specifically, how to use ChatGPT for account-based selling—a strategy that focuses on hyper-personalized outreach to high-value accounts.

We’ll also cover:

• What Chat GPT is and how it works;
• Why you should use it for account-based prospecting and selling;
• Specific sales use cases;
• Examples of how we give prompts to Chat GPT for prospecting, sales messages, and subject lines;
• What Chat GPT can’t do.

Off we go!

What is Chat GPT and how does it work?

What better way to explain what Chat GPT is than to go straight to the source? 

Thus, here is what Chat GPT had to say about itself:

‘’I am an AI language model developed by OpenAI. I process natural language prompts and generate text-based responses that aim to be coherent, informative, and relevant. My training involves analyzing large datasets of text to understand context, structure, and meaning, enabling me to assist with tasks such as answering questions, creating content, or solving problems.’’

And no, Chat GPT doesn’t "think" like a human. Rather, it’s a chatbot that uses machine learning technology (a type of AI called the "transformer model") to process and generate text. This technology allows it to analyze your prompts and predict the most likely responses based on the data it was trained on.

Speaking of data, GPT-3, which we were introduced to in November 2022, was trained on approximately 570GB of data derived from a larger dataset of about 45TB (terabytes). 

But, as impressive as GPT-3 was, it lacked up-to-date information and browsing capabilities. Therefore, it was much inferior to the models we have now, including:

• GPT-4, now a legacy model;
• GPT-4o and its faster variant, the GPT-4o mini, great for everyday tasks;
• o1 for advanced reasoning and o1-mini for faster reasoning;
• o1 Pro, the best model to date, capable of providing answers to the hardest questions. (*available only to Pro subscribers)

Not to mention, OpenAI has recently gifted us Search GPT, a search engine built directly into Chat GPT that delivers conversational responses complete with relevant sources.

So, as you can see, Chat GPT has come a long way since its inception. And while many things have changed, one thing remains the same: it is a powerful ally for sales reps.

Let’s see why!

Why use Chat GPT for sales?

According to HubSpot, 47% of salespeople around the globe have used Generative AI in 2024. What’s more, the majority of them decided to use Chat GPT for sales tasks rather than its competitors (Microsoft Copilot, Gemini, Claude, etc.).

Thinking about using it yourself? Here are a few compelling reasons to do so, particularly if you are doing account-based selling:

1. Scalability

Chat GPT can make the account-based selling process scalable by helping you come up with sales messages, emails, and follow-ups for individual leads or accounts. But not just any messages. We’re talking about hyper-personalized ones that hit the mark. As long as you feed it the right inputs, that is, such as your ICP’s pain points, goals, and industry details.

2. Speed and efficiency

If you’re reading this, chances are you’ve tried your hand at writing sales messages. Thus, you know that doing it from scratch can be incredibly time-consuming. Well, not with Chat GPT. This chatbot can streamline content creation for various touchpoints, be it LinkedIn messages, LinkedIn inMails, cold emails, or follow-ups. 

Just think about it. Instead of spending 30 minutes on one cold email, you can spend 5 minutes giving prompts to Chat GPT and tweaking the response. Multiply that across your outreach strategy, and you’d be saving hours on end.

3. Consistent messaging

The average SaaS sales cycle lasts 84 days. When it comes to account-based selling, the process can last a lot longer, meaning it’s important to stay consistent all the way through. Chat GPT can help out with that by making sure your tone, messaging, and overall approach remain uniform. For example, once you’ve found successful prompts, you can reuse them to maintain brand voice while scaling your outreach.

4. Handling sales objections

Sales reps often face repetitive objections, typically concerning pricing, product/service fit, or timing. Lucky for you, Chat GPT can help generate objection-handling responses tailored to specific situations. Just provide it with the specific objection and a desired tone (e.g., conversational, formal, persuasive), and you’ll get replies that move the conversation forward.

5. Enhancing sales teams’ productivity

Let’s face it: salespeople perform at their best when they focus on…well, selling. In other words, building relationships and closing deals. Seeing as Chat GPT can take on repetitive tasks of generating ideas for outreach, drafting copy, summarizing lead insights, and more, it’s clear that it can be a serious productivity booster for sales.

Chat GPT for sales use cases

Using Chat GPT when trying to land high-value accounts (or any accounts for that matter) has its merits.

But the question is, what stages of the sales process should it be used for? Truth be told, all of them.

Nevertheless, let’s show you a few areas where it proved most useful for us at Skylead.

Prospecting assistance

If you’re thinking about using Chat GPT for sales prospecting, think again. This chatbot can’t help you find leads and accounts, and if you ask us, it will never be a good replacement for the best prospecting tool out there - Sales Navigator.

Nonetheless, it can complement your LinkedIn prospecting efforts by helping you refine and prioritize the right accounts through:

• Research – Essential in account-based selling is to approach each lead with deep insights. Chat GPT can help summarize information from a LinkedIn profile, company news, industry trends, etc, giving you a clear understanding of your prospects.
• Lead qualification – Not every account deserves your attention. By feeding Chat GPT key details, you can quickly validate if a lead aligns with your ideal customer profile and Buyer Persona before investing time and resources.
• Lead scoring – Prioritization is crucial when working with a small number of high-value accounts. Using Chat GPT, you can create sales frameworks that rank leads based on growth potential, industry fit, or other scoring criteria, helping you focus your efforts on the most promising accounts.

Lead generation support

Much like you can’t use it for direct prospecting, Chat GPT can’t magically generate leads for you. What it can do, however, is streamline the LinkedIn lead generation and lead gen process in general.

For example, you can use it to:

• Generate personalized ice-breakers (e.g., LinkedIn connection messages) according to, for example, your leads’ latest LinkedIn posts.
• Write compelling outreach messages that will resonate with your audience. Yours is to provide it with information on your ICP and Buyer Persona, their pain points, and your service/products’ USPs, and tweak the output accordingly.
• Draft effective follow-up messages that keep leads engaged without coming off as pushy.

Moreover, you can ask Chat GPT to provide several iterations for each of these. Then, you can engage in A/B testing to determine which brings about the best results.

What more control over your lead generation? Your best bet is to use Chat GPT in combination with a software that streamlines the sales engagement process.

Sales enablement

While a sales engagement platform helps you get more sales opportunities, sales enablement tools empower your team with resources to close those opportunities more effectively.

Chat GPT is no such tool. But it can, once again, complement the process by generating content that helps sales reps communicate and strategize better among each other.

For example, you can use it to create onboarding material for new team members, sales playbooks, cold outreach templates, cold calling scripts, objection handling guides, and more.

Client onboarding

Closing a deal is only half the battle. If your clients aren’t onboarded properly, chances are, the deals will flop. This is where Chat GPT can come in handy. 

Namely, it can be used to generate guides that walk clients through setup, best practices, and product adoption so as to help them get used to it.

Additionally, you can use Chat GPT to create troubleshooting guides or answer frequently asked questions.

You can also use it to generate welcome emails and, thus, set the right tone at the beginning of the onboarding process. 

How to use Chat GPT for sales

There are plenty of ways you can use Chat GPT for sales.

But it’s not enough to just use it. You need to know HOW to use it.

One of the biggest problems is that not everyone knows how to communicate with Chat GPT, which is the key factor in successfully using this very advanced chatbot. 

Basically, the better prompts you give, the more satisfying results Chat GPT will bring back.

However, bear in mind that the prompt you give doesn’t need to be final. 

Once you give the initial prompt to Chat GPT, you can always adjust its answers in 3 ways: 

• By giving another prompt(s) a try;
• By feedbacking the answer and giving additional prompts to make Chat GPT adjust the answer;
• By editing the answer manually to fit your needs, especially if it needs a small tweak. 

Now, let’s go ahead and show you practical examples of how to engineer Chat GPT prompts for sales. 

How to give prompts to Chat GPT for sales prospecting

Before we get deeper into the topic, let me just clarify once again that Chat GPT can’t be used for prospecting on LinkedIn. 

It even confirmed so itself!

And here’s what it said when asked why it can’t find prospects:

So, as you can see, the reasons are purely legal and ethical.

Nonetheless, that doesn’t mean you absolutely can’t use Chat GPT for sales prospecting. You just need to be creative about it.

That said, let’s show you a few ways this advanced chatbot can lend a hand in the process.

Way #1: Have Chat GPT summarize leads’ information and identify pain points

Chat GPT is great at summarizing information. For that reason, it can be quite an ally when researching your leads.

Unfortunately, for the reasons above, you can’t give it a LinkedIn profile URL and expect it to extract the information you need.

I tested this out myself by giving it a prompt with my profile URL.

Here’s what it had to say:

Still, I wanted to double-check if this is something it really can’t do, so I gave it a different prompt.

Since I have no experience with ‘’artificial intelligence and machine learning,’’ I was fairly certain Chat GPT couldn’t get profile information from a URL alone. 

However, it can work with the information you copy-paste from profiles.

But since this would take a while (depending on how much information is there), the better approach is to download your lead’s profile in PDF format.

Once you’ve downloaded it, simply attach it to the chat and give a prompt.

This is what I got:

You can also ask Chat GPT to identify pain points your lead could be facing based on the information it collected, as I did here.

And if the response is too long, like mine was, you can always ask it to summarize it further.

Way #2: Feed your ICP and Buyer Persona information and give a prompt to qualify leads

The percentage of deals you close will depend on the quality of your leads.

Thus, before you invest time and resources into contacting the lead, you need to determine if they align with your ICP and Buyer Persona. In other words, you need to qualify them.

Luckily, Chat GPT can help you qualify leads by feeding it your ICP and Buyer Persona details.

Since it already helped me filter out information from my lead’s profile, I gave it the following prompt to see if we were the right fit.

Meanwhile, Chat GPT responded with this:

Not bad, Chat GPT, not bad!

Way #3: Input criteria of choice and give a prompt for lead scoring

Similarly to qualifying leads, this chatbot can also help you score them based on any criteria of your choice (e.g., job type, events attended, engagement level, etc.).

To get the desired results, create a prompt that includes your specific scoring criteria. Then, include lead data that aligns with it.

Here’s the prompt I gave.

And the response.

How to give prompts to Chat GPT for sales messages 

In this chapter, we will show an example of how we instruct Chat GPT to write a cold email. 

For the best results, we always advise our users to give precise instructions on the types of sales messages they want Chat GPT to write. 

Also, sometimes, you need to make it clear that you need Chat GPT to generate both a cold email and a corresponding subject line. Meanwhile, other times, by simply asking it to write an email, it will suggest the subject line as well. 

That said, Chat GPT is not perfect, and it cannot read your thoughts (thank God!), so always strive to be as precise as possible when giving prompts. 

So, let’s go ahead and see different ways to converse with Chat GPT for sales. 

Way #1 Copy & paste information and give a prompt

So, to start, assemble the following on a sheet of paper: 

• The characteristics of your ICP and Buyer Persona(s) within;
• Pain points of your Buyer Persona and how your problem solves those pain points;
• Unique selling proposition of your product or service. 

Then, you can copy and paste the relevant information, such as the desired length of your email, your buyer persona’s goals and pain points, how your product solves them, and/or your product's USP. 

So, this was my initial prompt.

This is what I got. 

I personally found this email to be a bit too salesy and kind of “dry.” And this is exactly what I mentioned as a feedback. 

So, there’s no need to write an entirely new prompt. You can give honest feedback to Chat GPT. 

Here’s what I’ve got. 

As you can see, you can go on and on like this.

You can give feedback to Chat GPT on any part of the sales message you get or even edit the initial prompt until you find the most satisfying results. 

Here’s where you can edit your prompt. 

I will again remind you that, sometimes, it’s easier and better to edit the email manually or even mix and match different parts of different sales messages generated by Chat GPT. 

Way #2 Copy & paste information and give a prompt to use messages in a sales automation tool

You can apply the same principle (or any other below) to prepare sales messages to use in sales automation software. 

Just make sure you tell Chat GPT which variables (placeholders) you would like it to use so that the automation tool you’re using can personalize your sales outreach at scale. 

I used the same prompt as above, just changed the instructions part. 

Here’s the prompt. 

This is what I got. 

I liked the answer, but I noticed it was above 80 words. (again, always check because Chat GPT is not perfect!)

So, I gave feedback and got another result. 

(Also, by clicking the “Try again” button, you can go on and get new solutions over and over again.)

Way #3 Upload your lead's LinkedIn profile and give a prompt

You can upload your lead’s LinkedIn profile and give the same instructions as above to write a more personalized message. 

Firstly, go to your lead’s LinkedIn profile and download it in PDF format.

Again, the reason why you want to download the PDF lies in the fact that Chat GPT is not ‘’on LinkedIn.’’ This means you can’t simply copy and paste someone’s LinkedIn URL because their profile isn’t publicly available information.

You can, however, copy-paste information from your lead’s LinkedIn profile or take a screenshot of their profile. You’ll get the same results.

Either way, for the sake of practice, let’s say you decided to download a file, as I have.

Once you’ve done so, upload the PDF to Chat GPT and give the instructions.

This is what I’ve got. 

I wasn’t very happy with the result, so I asked Chat GPT to give me a few other solutions. 

And another one. 

And another solution. 

Remember that you can also combine the 1st, 2nd, and 3rd way to give prompts for more precise instructions. 

That is, upload your lead’s CV and then write their pain points, goals, and your product's unique selling points in the prompt. 

Way #4 Use LinkedIn posts to personalize icebreakers in your cold emails

A great way to instantly connect with your leads and increase your response rates is to make a reference to their LinkedIn post that resonated with you and that (ideally) you can tie to your product or service. 

Just copy and paste the post to Chat GPT and give a prompt to use it in the introduction of your cold email. 

Again, the reason why you cannot just copy and paste the link to the post is that Chat GPT can only use publicly available information. As such, it cannot access LinkedIn profiles or posts published on them.

Here’s what my prompt looked like. 

This is what I’ve got. 

I have to be honest; I was pretty happy with it right away. 

Way #5 Use Chat GPT to fight the most common objections

The simplest way to use Chat GPT to address the most common objection handling situations is to upload the email you’ve sent, your lead’s objection, and instruct Chat GPT on how to answer it. 

You can copy/paste the majority of the information. 

Here’s what my prompt looked like. 

This is what I got from Chat GPT.

I felt as if it was selling right off the bat a bit, so I gave another prompt. 

Way #6 Use Chat GPT to write follow-ups after no response

Following the previous example, you can also ask Chat GPT to write a follow-up email after no response. 

The easiest way to give a prompt to Chat GPT is to copy/paste the email and give instructions. 

Of course, if you need something more specific, make sure you include details, too. 

My prompt was very simple this time. 

This is what I got. 

I didn’t like the answer because I wanted my lead to answer or start a conversation with me instead of pushing for a sales pitch. 

How to give prompts to Chat GPT for sales subject lines 

Whether writing an email or InMail, subject lines are the key factor to a higher open rate. 

That said, here are 3 ways to use Chat GPT for sales subject lines. 

Way #1 Copy & paste your cold email and give a prompt

Copy and paste the email to Chat GPT and ask it to suggest subject lines. 

Here’s what my prompt looked like. 

This is what I’ve got. 

You can go ahead and play with it just like we did in the previous examples. 

I asked Chat GPT to make the subject lines shorter, for example. 

Way #2 Insert keywords and important information and give a prompt

Describe your product (you can also copy and paste information regarding your ICP and Buyer Persona that you think should be included in your subject line) and give a prompt to Chat GPT. 

Here’s my prompt. 

Here’s what I’ve got. 

Best practices for writing ChatGPT prompts for sales

As you can see, if you want to get the most out of ChatGPT for sales, your prompts need to be of high quality.

Generally speaking, a vague or incomplete prompt will result in generic responses, while a clear and detailed prompt will produce satisfactory results. 

That said, here are some best practices to follow when crafting prompts for your sales tasks:

• Be specific and detailed - The more information you provide, the better the response will be. Include details such as your leads’ characteristics (e.g., job title, industry, pain points), the purpose of the message, your USP, and your value proposition.
• Provide context - Give Chat GPT background information to help it generate appropriate responses. Context might include the goal of your message (e.g., book a meeting, respond to an objection) or the tone you want to achieve (e.g., semi-casual, formal, friendly).
• Break down complex prompts - If you need Chat GPT to generate multiple pieces of sales engagement content (e.g., an email and subject line), make this clear in your instructions. You can also break prompts into steps to keep it focused.
• Ask it to act as a sales expert - For a more precise response, have Chat GPT walk a mile in your shoes. This primes it to approach your request with the tone, expertise, and structure a sales professional would use.
• Use examples and templates - If you have a preferred style or template, share it with Chat GPT as part of the prompt. This helps make sure the output aligns with your expectations.
• Give it feedback - Chat GPT rarely gets it perfect on the first try. Therefore, it’s best you treat the first output as a draft and refine it by giving feedback or further instructions.
• Keep it action-oriented - Sales messages require a clear call to action. So, to make sure the response drives the next step, include instructions for a CTA in your prompt.

Limitations of using Chat GPT for sales

While Chat GPT is a powerful tool that can improve various stages of the sales process, it’s not without its limitations. 

Therefore, when using it, it’s important to have realistic expectations and use it as a complement—not a replacement—for your existing sales strategy.

That said, here are a few areas where it falls short.

1. It can’t find or generate lead

Despite its versatility, Chat GPT isn’t a prospecting tool, as mentioned. That means it can’t browse LinkedIn, scrape data, or find new leads for you.

However, Chat GPT can help once you’ve collected lead information by, for example, summarizing profiles, generating outreach messages, or qualifying leads based on the details you provide.

2. It’s not always accurate or up-to-date

In the past, when Chat GPT didn’t have access to the Internet, it struggled to provide up-to-date information. That doesn’t seem to be the problem any longer, at least not by a high margin. However, it still tends to frequently ‘’hallucinate’’. In other words, this chatbot has a tendency to provide false information. Therefore, it’s important to fact-check every response it provides.

3. It requires clear prompts

Chat GPT doesn’t possess human reasoning and logic. So, if your prompts are vague, generic, or incomplete, the output will reflect that. Therefore, to get high-quality responses, you must provide clear instructions, context, and details.

To paint a better picture, here is an example of a bad and a good prompt:

• Bad prompt: “Write a sales email.”
• Good prompt: “Write a cold email for a SaaS tool that automates LinkedIn outreach. The target is mid-level marketers struggling with lead generation. Keep it under 100 words, friendly, and include a CTA.”

4. It lacks human nuance and emotional intelligence

No matter how advanced Chat GPT is, it can’t fully replicate human creativity, tone, or emotional intelligence. While it can generate effective outreach messages, it might miss subtle cues or context that a human would naturally pick up on.

So, if you want to use Chat GPT for sales, use it as a starting point, but always add your personal touch.

5. It can be too generic without refinement

While Chat GPT can quickly produce sales copy, the output may lack originality—especially if you don’t refine it. 

Generic messaging is a surefire way to turn prospects off, particularly in account-based selling, where hyper-personalization is key.

To avoid this:

• Continuously provide feedback to Chat GPT to improve the tone and content.
• Combine different outputs or edit manually to inject creativity and personalization.

For an added touch of personalization, we recommend using Chat GPT-generated sales copy with Skylead’s native image and GIF personalization feature.

Just upload your visual into the built-in editor in our tool, and enrich it with:

• Text;
• Variables (e.g, your leads’ first name, last name, company name, etc.);
• Your leads’ or your LinkedIn profile image;
• Your leads’ logo;
• Custom logo.

Feel free to play around with it as you see fit. And who knows? You may even beat the 76% response rate that we got using this feature!

Frequently asked questions

Can I use Chat GPT for sales?

Yes! Chat GPT is a powerful assistant for creating sales content, including LinkedIn messages, cold emails, and follow-ups. It streamlines repetitive tasks and helps you focus on strategy and relationship-building. However, it’s important to treat Chat GPT as a support tool and add your personal touch to ensure authenticity.

Can Chat GPT find sales leads?

No. Chat GPT isn't a replacement for prospecting tools like Sales Navigator. However, it can help you qualify leads, summarize research, and prioritize high-value accounts by analyzing lead details you’ve already collected. Think of it as a tool for organizing your prospecting list, not building one from scratch.

Are Chat GPT-generated messages GDPR/compliance-friendly?

Chat GPT itself does not guarantee GDPR compliance. Thus, it’s up to you to make sure your outreach follows GDPR. To ensure compliance, avoid using personal data without permission. Also, always include an unsubscribe button in cold emails. When in doubt, review messages manually or consult legal experts.

What are the costs of using Chat GPT for sales?

The cost depends on the Chat GPT subscription you choose. The free plan offers basic features with slower responses, while the popular Plus plan costs $20/month. In the meantime, Teams pay $30/user monthly, and the recently introduced Pro plan is $200/month. For the Enterprise pricing, contact OpenAI’s sales team.

How can you integrate Chat GPT with CRM software to streamline the sales process further?

Integrating Chat GPT with CRM software can be achieved through APIs or webhook integrations. This allows automated data exchange, enabling Chat GPT to personalize communications based on CRM data and improving the sales process by offering tailored interactions and insights.

Can Chat GPT be used to generate not just initial outreach messages but also to automate ongoing communication based on recipient responses?

Yes, Chat GPT can be used for more than initial outreach; it can automate ongoing communication by analyzing recipient responses and generating follow-up messages. However, this requires a sophisticated setup to interpret responses accurately and respond appropriately, maintaining a balance between automation and personal touch.

Make the most of Chat GPT for sales!

As you may see, your options for using Chat GPT for sales are infinite. 

Our only advice is not to be afraid to experiment and to give new prompts and feedback until you are completely satisfied with the result. 

Also, keep in mind that you can always manually adjust any response Chat GPT gives. 

But why stop there when you can pair it with one of the best LinkedIn automation tools and cold email software out there?

Yes, we’re talking about Skylead!

Make the most of Chat GPT for sales with Skylead and our 7-day free trial. Start landing more meetings, closing 3x more deals, and saving 11+ hours every week.

Got questions? Feel free to drop by our chat. Or, schedule a demo with our sales team and see just how powerful our tool is—live in action!

Automating LinkedIn messages can transform your outreach strategy. Imagine saving hours each week while booking more meetings. 

Moreover, using software that automates LinkedIn messages is like having one powerful way to accelerate your outreach and reach more customers faster. That's why, in this guide, you'll discover:

• Why LinkedIn automation matters;
• How to understand and choose the right tools for automation;
• How to generate a target list of your audience so your LinkedIn message automation has better results and leaves you with more time for other tasks;
• A step-by-step guide on how to set up messaging automation effectively;
• Best practices and tips for maximizing your success with automated messages.

Understanding the importance of LinkedIn automation

As a network, LinkedIn is a powerful platform for sales reps, marketers, founders, and other professionals. However, manually sending LinkedIn messages to reach people from your lead list can be time-consuming. 

Automating LinkedIn messages with tools like our Skylead, a LinkedIn automation tool and cold email software, can be a game-changer. It's proven to save up to 11+ hours of work per week by putting outreach tasks on autopilot, relieving you from the burden of manual outreach. This way, you can focus more on relationship-building and closing deals, making your work more efficient and effective.

Secondly, automation helps you stay consistent with your messaging, which is something our user, Dennis Goyal, experienced firsthand. He notes:

"The outreach became very consistent with Skylead because it was completely automated. I used to do it manually, but it was very inconsistent. Like, I was able to do it 3 days in and then got bored."

Consistency is vital to building relationships and trust. By automating, you ensure that every connection gets a timely and personalized message.

Finally, automation tools provide you with the power to track responses and engagement. This data is not just information; it's a strategic tool for refining your approach and improving your results over time. In other words, it gives you a sense of control and direction in your outreach efforts. 

So, you see? By adopting automation, you're not just saving time; you're enhancing your overall outreach strategy. This makes it easier to scale your efforts and achieve your business goals.

1# step: Choose the right tool to automate LinkedIn messages

Selecting the right LinkedIn automation tool is crucial for your success. There are various tools available, each with unique features. However, there are some dangers as well.

Pick the best LinkedIn automation tool type

Firstly, consider using a cloud-based solution, the kind that is our Skylead. They run entirely on the web, and you don’t have to keep your computer on as opposed to desktop apps or Chrome browser extensions. Moreover, if you use a Chrome extension, you risk getting your LinkedIn account restricted. 

It’s because these types of tools inject code into LinkedIn, so this network can detect it and restrict you. However, this is not the case with cloud-based solutions; you simply get your dedicated IP address to shield your online activity.

Another significant advantage of cloud-based solutions like Skylead, as opposed to browser extensions and desktop apps, is the convenience they offer. With Skylead, you can have an integrated inbox and easily manage multiple LinkedIn accounts, a feature not commonly found in other types of tools. This makes it an ideal solution for professionals who are managing multiple accounts. 

Considering price VS feature ratio

Secondly, consider the features vs price ratio. For example, if you plan to automate LinkedIn messages, then look for LinkedIn automation tools that can automate both paid and free InMails, such as Skylead. This feature is rare on the market but it’s pretty useful to get to as many people on LinkedIn as possible. 

Also, many tools don’t have email automation, so you can’t maximize getting in touch with your leads using both channels. The money you pay might be similar, but this crucial feature might be missing. 

For example, if you opt for our tool, you can add an unlimited number of email accounts at no extra cost. Skylead will auto-rotate them to send thousands of emails per month, bypassing the email and even LinkedIn limits.

The third feature to look out for is a Smart sequence. Smart sequences are algorithms that automate LinkedIn messages and emails and combine them with if/else conditions. This way, you can create a coherent outreach flow that the tool will follow and execute depending on your leads’ behavior.

The one feature you might not know you needed is Email finder & verifier, which lets you use your automated email outreach to the fullest potential. Some tools might have it but limit their usage or don’t have it at all. For example, in Skylead, you can include it into your Smart sequence, and it will double-verify as many emails as you’d like without breaking the outreach flow.  

The last feature you should consider is native image & GIF personalization. Add it to your automated LinkedIn emails to increase the response rate up to 63%. 

These are just our feature recommendations because we know and tested their benefits. However, at the end of the day, you are the one who knows what your precise outreach needs and goals are. Just make sure you compare every tool's price vs. features ratio, and make this one of your deciding factors.

2# step: Find leads and prepare your lead source

Prospecting suitable leads is integral for your LinkedIn outreach and automation success. You can reach out all you like, but if your leads aren’t appropriate for your business, you won’t have much success. 

By taking the time for prospecting, you set the stage for a successful automated outreach campaign. This ensures that your messages reach the right people, increasing your chances of positive responses.

To find suitable leads, you must first define your niche, ideal customer profile, and buyer persona. ICP represents the list of characteristics of the company ideal for your business, such as industry, headcount, location, etc. Meanwhile, the Buyer persona contains all the attributes of the decision-maker or product user within that company.

Both of these documents need to contain actionable pieces of information that you can use to find your leads on LinkedIn. In other words, apart from other info, go to LinkedIn, check out the filters, and add that information to documents. If you’re unsure how to do it, check out our step-by-step guides on creating an Ideal customer profile and Buyer persona, and feel free to use templates.

Once it is all written down, search LinkedIn for the target occupation.

Then hit People, and use additional filters, such as industry and location, to narrow your search. Once done, hit Show results and save that search URL. We’re going to need it for the next step.

However, using Sales Navigator filters, you can choose Account filters to find your ICP and search for your buyer persona within that company page. You can also use Lead filters to find the Buyer persona directly. We’ll choose the second option.

Once you use the desired filters, copy that search URL for the next step.

3# step: Create your LinkedIn automation campaign

To automate LinkedIn messages, register for the automation tool of your choice and add your LinkedIn account. We’ll use Skylead as an example. 

Once in a dashboard, navigate to the Create new campaign button.  

Next, choose your lead source, aka where Skylead will pull prospects from, and import them. This is where you can paste your search URL from the previous step. 

Just so you know, in Skylead, you can pull your leads from 10 different sources:

• LinkedIn search result
• Sales Navigator search result
• Recruiter search result
• Recruiter Talent Pool
• Recruiter Pipeline URL
• LinkedIn posts
• LinkedIn event attendees 
• Sales Navigator Lead list
• CSV file
• Or via API

Don’t forget to name your campaign, and once done, hit Next. 

In the following step, you can set up your additional campaign settings. Here is where you select the emails you'll use in your outreach so Skylead can auto-rotate them. You can also choose to track the number of clicks or opened emails.

In LinkedIn settings, you can choose to collect contact information and other options that suit your needs. When you’re finished, it’s time to move on to creating a Smart sequence. 

Smart sequence creation for LinkedIn message automation

To create a smart sequence, drag and drop the actions and conditions from the side menu and group them in a coherent flow.

Let's start by adding a connection request. Personalization is key when you automate LinkedIn messages. Use variables such as first name, occupation, and current company to make each message feel unique, or add your own custom variables. 

Make your messages even more personal to your target audience. Mention common connections or specific reasons for reaching out.

Now, we want to check if the prospects have accepted our connection requests. To do this, we'll place the If connected condition. 

If prospects accept our connection requests but do not reply, you can add your follow-up messages. Automated follow-ups ensure you stay on your leads' radar without manual effort. Space the time between them to avoid overwhelming your contacts. Typically, a sequence of three to four messages works well.

However, if the lead doesn’t reply, you can find their email and reach them via different channels. To achieve this, drop Find & verify and the If email verified step. 

If Skylead finds an email, you can send one and a follow-up. However, if everything else fails, you can automate LinkedIn InMail as a last resort. 

There is one other way to personalize messaging campaigns, and it’s image and GIF personalization. To do this, click the LinkedIn message, InMail, or email and hit Add image. Once you upload your media, customize it using variables and your and your leads' profile pictures, and save it.

Once done creating a sequence, start your campaign, and you're done.  

We have a lot of proven Smart sequence templates, such as founder approaching founder, that has a 29% reply rate. So feel free to explore and use them for your messaging campaigns.

4# step: Monitor and optimize your messaging campaigns

To automate LinkedIn messages most successfully, you have only one thing left to do - check for analytics. 

When evaluating the effectiveness of your LinkedIn message automation, it's essential to focus on and point out specific key metrics. That said, these metrics will provide you with valuable insights into the performance of your automation:

1. Open rate to check how effective is your email subject line and if you should tweak it;
2. Response rates to see how each automated message performed: If a particular message has a low response rate, consider tweaking its content or timing;
3. Conversion rate to validate the performance of the entire smart sequence;
4. Acceptance rate to see how effective your connection requests are.

You can check your analytics in Skylead by visiting the Reports page.

Here, you have 3 different ways to check for your analytics:

• The graph shows the overall performance of the campaigns and the ratio between metrics.
• Tabular shows daily metrics and spot patterns and trends, such as what days have the best outreach results, so you can fine-tune your outreach days.
• Step-by-step analysis examines each step so everyone can see what messages worked or didn’t and adjust accordingly. 

In Skylead, you can test up to 5 variants of the same message. So, if you’ve A/B tested your content, you’ll see your results in step-by-step analytics.

One of the best tips we can give to the sales team or everyone is to experiment with different strategies, lead sources, sequence steps, and timing. This way you can see what works best and what your focus should be.

3 best & proven automated LinkedIn message templates

LinkedIn connection requests example

Message template:

Hi {{firstName}}, 

I hope we can connect and see if there is a potential for a mutual collaboration 🙂

If not, I’d be happy to add you to my network.

Results:

49% acceptance rate

39% response rate

InMail template & example

Message template:

Subject line

{{whatyourProductDoes}} actually helps {{benefit}}, {{firstName}}!  🙂

InMail text

Hi {{firstName}}, 

It would be silly of me to think you’re not using a {{yourProductOrServiceType}}, but it’s a no-brainer to present something new on the market that actually helps with {{whatYourProductOrServiceImproves}} specifically. 

{{introAboutYourProductOrService&WhatSetsItApart}}

{{descriptionWhoIsYourProductOrServiceFor&Benefits}}

Let me know if this sounds interesting to you.

Anyways, our Marketing team wrote a great blog on the topic of {{yourProductOrServiceType}}. I hope it helps: LINK

Best, 

Results:

20% response rate

Real-life example:

Subject line
 
SEO Tools actually help boost your rankings, Alex!   🙂

InMail text

Hi Alex, 
It would be silly of me to think you’re not using an SEO tool, but it’s a no-brainer to present something new on the market that actually helps with improving search engine rankings specifically.

SEO Genius is an advanced SEO tool designed to provide unbiased reviews and comprehensive insights. What sets it apart is its ability to integrate AI-driven analysis for more accurate keyword research and competitive analysis.

Our tool is perfect for marketers, content creators, and businesses looking to enhance their online presence. It offers benefits like increased website traffic, higher search rankings, and actionable insights to optimize your content strategy.

Let me know if this sounds interesting to you.

Anyways, our Marketing team wrote a great blog on the topic of SEO tools. 
I hope it helps: LINK


Best, 

LinkedIn message template & example

Message template:

Hi {{firstName}}, 

Thanks for connecting! 😊 I hope we will have a chance to chat, since I’d like to discuss {{yourProduct’sAreaOfExpertise}} if that’s okay with you.

Results:

11% response rate

Real-life example:

Hi Emanuel, 

Thanks for connecting! 😊 and I hope we will have a chance to chat, since I’d like to discuss multi-channel outreach and outbound sales, if that’s okay with you.

Best tips & practices to automate LinkedIn messages

Respond promptly

While automation handles the bulk of the work, personal engagement remains crucial for success. That said, it’s important you engage with prospects who respond promptly. In other words, automation can handle the initial outreach, but taking over the conversation and nurturing it is essential for building relationships. 

That said, sales people can engage with leads by visiting our Smart inbox, which gathers all LinkedIn and email messages in one place. This way, you don’t have to navigate between different platforms. 

In it, you can label your leads, check their details, and respond to them quickly by using Saved replies.

A/B test your LinkedIn messages

To best optimize and improve automated LinkedIn messages, you should A/B test each message. 

To do so, click the LinkedIn message of choice while creating a smart sequence and adding variations.

You can test out your LinkedIn messages, personalized images, calls to action, and InMail and email subject lines.

Remember, the key to success is not just in the initial testing but in the ongoing review and adjustment of your strategy. This active engagement ensures continuous improvement and better results over time.

Integrate your LinkedIn automation tool with CRM

Selecting the right CRM tool is crucial for effective LinkedIn automation. Popular options like HubSpot, Salesforce, Pipedrive, and Octopus CRM offer seamless integration with almost any system. 

These tools help you manage your contacts more, track interactions, and even send leads’ data to Skylead. Just make sure to integrate your CRM with Skylead.  

When selecting a CRM for LinkedIn automation, it's essential to choose one that aligns with your business needs and offers robust integration features. This ensures that you're not just investing in a system but in a solution that will help your business thrive.

Realizing the power of automated LinkedIn messages 

Automating your LinkedIn messages carries many benefits and can transform your outreach efforts. That said: 

• By choosing the right tool like Skylead, 
• Prospecting high-quality leads, 
• Creating an effective campaign, 
• And continuously monitoring and optimizing your strategy, 

you can save time and connect more effectively with your target audience. 

Automation allows you to maintain consistency in your messaging and ensures you reach a larger target audience. 

Moreover, you can build stronger relationships and generate more opportunities with the right approach. 

So, are you ready to automate your LinkedIn messages? If so, register for our 7-day free trial, and our customer support will be there, guiding you each step of the way. 😊

FAQ: Common questions about LinkedIn automation

Can LinkedIn messages be automated?

Yes, LinkedIn messages can be automated using various LinkedIn automation tools, such as Skylead. These tools allow you to send personalized messages to multiple contacts without manual effort. They help put your outreach on autopilot and ensure consistency in your messaging.

Can I schedule messages on LinkedIn?

Absolutely! You can schedule messages on LinkedIn using automation tools. This feature lets you plan your outreach in advance and send messages at optimal times. Scheduling ensures that your messages reach your contacts when they are most likely to engage.

Can LinkedIn posts be automated?

Yes, LinkedIn posts can also be automated via LinkedIn bots. Some automation tools are specialized for scheduling and publishing posts on your behalf. This keeps your profile active and engaging without constant manual updates. 

How to set auto message in LinkedIn?

Setting up auto messages on LinkedIn is straightforward. You can use third-party tools like Skylead to create your outreach campaign. Simply add LinkedIn messages in a coherent flow and connect them with conditions. Then, start your campaign to automate the entire outreach flow.

Does LinkedIn allow automation?

No. LinkedIn doesn’t like its users to use automation. That is why they imposed limitations, such as the number of connection requests you can send per week. However, as long as you use reputable tools and not in an excessive way, you’ll avoid account restrictions and be free to automate your outreach.

Disclaimer: Skylead is not affiliated, endorsed by, or connected with LinkedIn in any way.

The topic of how to cancel a LinkedIn invitation is rarely discussed, simply because people tend to leave invites pending for… Well, forever.

However, everyone should monitor their pending invites, especially if you are in sales or a recruiting business, as the integrity of your LinkedIn profile can get damaged. Yes, it’s that serious.

So to keep your integrity intact and help you reduce the number of pending invites in the first place, in this article, we’ll cover:

• Why do you need to cancel your LinkedIn invite;
• What you need to know about the cancellation process;
• How to cancel LinkedIn invitations that are pending for a long time;
• Why your LinkedIn invites aren’t getting accepted;
• How to create engaging invitations that will increase your acceptance rate.

Why should you cancel your pending invitations?

You should cancel LinkedIn invite because of 3 reasons:

• There’s a risk of getting your account restricted;
• Your LinkedIn experience can get damaged;
• LinkedIn won’t allow you to send new ones unless you clear the list.

Let’s clarify these statements.

Firstly, and most importantly, if you do not cancel your LinkedIn invite for a long time, you risk piling them up. It would be fine if LinkedIn didn’t have an eye out for suspicious activities. And, yes, LinkedIn does consider this suspicious. 

In other words, if you do not withdraw your pending invites after a month or two and leave them piling up, LinkedIn can restrict your account. Moreover, you won’t be able to send any other connections until you clean out your pending invite list. 

Secondly, if the connection doesn’t accept the invite for a while, the chances are they either are not interested, or they aren’t within your business industry. 

To clarify. The quality of your network on LinkedIn plays a significant role in experiencing benefits while using this platform. So, one of the things that will boost your career is taking the effort and making a strategy to connect only with people related to you and your business, and cancel LinkedIn invites sent to those who are not.

Lastly, a word on the street is that if you have too many pending requests, LinkedIn won’t allow you to send new ones. Some people say they reached a whopping 3000 pending invites before LinkedIn restricted them from sending more invites. LinkedIn didn’t publish the precise number of how many pending requests you can have officially. However, to avoid this scenario some people experienced in the past, be sure to clean your list regularly.

What you need to know before proceeding to cancel LinkedIn invite?

Before you withdraw any of your LinkedIn invites, you should know a couple of things first.

First of all, you can’t cancel LinkedIn invites in bulk.

Also, if you send a LinkedIn connection request to a person, they will see the notification as soon as they log into their account. However, in case you cancel the LinkedIn invite before the user sees it, they wouldn’t even know that you’ve sent it.

In addition, canceling an invite will stop the recipient from receiving further LinkedIn notifications or emails to remind them of the request.

When can you cancel your LinkedIn invite?

You can cancel LinkedIn invite you’ve sent accidentally or that you regret sending, as long as the LinkedIn member hasn’t accepted your invitation.

In case the LinkedIn user accepts your connection request, there is always an option to remove them from your connections.

If you withdraw your request, you will have a tiny restriction.

After you cancel your invite, you won’t be able to resend it to the same recipient for up to 3 weeks.

How to cancel LinkedIn invite in 5 simple steps?

In case you’ve sent the requests you wish to withdraw or are pending too long, here’s how you can do it.

Cancel LinkedIn invite via desktop

First, go to Linkedin, and click on My Network in the header bar.

Once you do, you will see the list of invites other people sent you. Hit See all # in the top right corner. 

If you don't have any invites you need to approve on this page, the section will look slightly different. In this case, just click the Manage button.

Here, you can see all the invites people sent you. To find the ones you sent out, go to the Sent tab and click the Withdraw button to cancel the LinkedIn invite.

Lastly, LinkedIn will double-check if you wish to withdraw your invite with the notification. Continue the cancellation process, and you will be done.

Canceling invites via Android 

You can withdraw invitations using your android phone too, and the process is not that different than the one using your PC. 

First, go to your Network page, and click the Invitations button.

Next, click the Sent tab, and withdraw the invites you wish.

How to cancel LinkedIn invite on iOS

The process is somewhat different on iOS devices. So if, for example, you have an Apple phone, here is how you can cancel LinkedIn invite.

First, go to Notifications at the bottom of the screen. Then, click the Invitations button at the top. After the pop-up opens up, click View invitations you sent.

From there, choose the LinkedIn invites to withdraw and cancel them one by one.

Let Skylead do the withdrawal for you

Canceling LinkedIn invites, one by one, can work if you have just a few pending. However, what should sales managers or recruiters do when they have thousands of invites pending? Should they all cancel the thousands of invites manually? No.

Remember when we said you could not cancel LinkedIn invites in bulk on LinkedIn? The point still stands - you cannot withdraw them all at once… Within the LinkedIn platform, that is.

However, you can use an automation tool for LinkedIn and Email outreach, such as Skylead, to do it for you.

In other words, you can use our LinkedIn outreach tool and set how many pending connections you wish to have before Skylead starts removing them automatically to keep your account safe and healthy. 

Why your LinkedIn invitations aren’t getting accepted

Speaking of connecting on LinkedIn, the best case practice is to connect with people related to you, your position, and your business industry. Naturally, if you are a salesperson or a recruiter using LinkedIn for lead generation, you’d go with your target group.

In the end, no matter who you wish to connect to and why, the goal is the same – to get the right message across and be accepted. However, there are numerous reasons why your LinkedIn invitations aren’t getting accepted or stay pending for a long time. So, to help you increase your acceptance rate, let’s first cover the possible reasons why this metric is not high at the moment.

1. Incomplete LinkedIn profile

Sending invitations actively to users without previously setting up your profile is a huge mistake.

There are many profiles on LinkedIn that look like this, and you don’t want yours to be one of them. 

Start from yourself - would you accept an invite from this kind of profile? No, you wouldn’t. 

If you have no photo, no description of any kind, and no experience details, no one on LinkedIn will take you seriously. Why would they want to connect with you without knowing who you are, right?

So if you send a request to someone with a profile like the one above, go back and cancel LinkedIn invite yourself. Then focus on setting up your LinkedIn profile first.

2. Someone is really not interested in accepting the invite

One reason may be that the user does not wish to connect with you and just prolongs declining your invite. I know - it’s like ripping off the band aid, but it had to be said. 

3. Outreaching unknown people without context or common connections

This depends on the person, but some LinkedIn users don’t accept unfamiliar people. To clarify, those people sometimes see nothing they have in common with you, which makes them skeptical.

In this case, it’s good to have or reference a mutual connection, so they do not ignore your request.

4. Sending generic message requests 

This mistake is the one that most LinkedIn users make. They think that writing something generic like “Hey, I’d like to connect with you” is enough to have their request accepted. Yeah, right!

These requests may be accepted in some cases, but not by a person who gets a lot of invites daily. Such people tend to get tons of messages that resemble yours and mostly ignore them. So, why would they make an exception for you?

What’s more, with this kind of message or no message at all, there is a chance the recipient can click the Ignore button and then the I don’t know this person option. With too many “I don’t know this person clicked“, you risk getting your account restricted by LinkedIn.

5. First touch selling 

The chances of successfully selling something via the LinkedIn invitation request are close to zero. 

You have probably received tons of invitation messages where someone is trying to sell insurance to you.

It is not the way sales work. Nowadays, it’s all about social selling and sales engagement, where building trust and delivering value come before the pitch.

In your invitation message, you should explain why you want to connect with the user you’re reaching out to, but not by trying to sell something. First, focus on personalizing, building normal human connections, and providing value before they buy anything you’re selling.

How to create engaging LinkedIn invites and boost acceptance rate

We cannot stress this enough. Before you even start creating and sending out your invitations, you need to optimize your LinkedIn profile first.

Almost every LinkedIn user will check your profile before they decide whether they should accept or ignore your invitation. That’s why it’s in your interest to give them a strong reason to accept your invitation, get value from you, and create a relationship.

After you’ve taken care of your profile, you’re ready to start inviting other users to connect. Here is our advice on how to do it more efficiently.

Prepare the ground for an invitation

It’s easy to connect with your colleagues or someone you know because those people know you personally.

However, even if you don’t know someone, you can try to remove that obstacle by becoming more familiar with that person. In other words, it’s good to start engaging with the posts of those potential connections. 

Start liking their posts, create meaningful comments, and try to make a connection with them before sending an invite. 

This will pave the way for you to build a relationship, and those users will start to perceive you as someone who is a valuable connection. Consequently, you won’t get in a position to cancel a LinkedIn invite that has been pending for a long time.

Personalize your invite messages

Before sending an invitation, make your messages as personalized as you can. It is a must if you want to improve your acceptance rate.

Sending personalized messages helps you leave a good first impression. Also: 

• Addressing users by their names, 
• Referencing something familiar to them, 
• And avoiding generic phrases 

play an important role in creating a strong relationship between you two.

Start by answering how you came across their profile and what made you want to connect. Don’t worry - the time you invest in LinkedIn prospecting your potential connection always pays off here.

Since you’re limited to 300 characters, you can use it to be more direct and honest. 

Discover 20 ready-to-use connection invite templates with up to 78% acceptance rate.

Mention common interests

Adding many LinkedIn users who aren’t from your niche can decrease the quality of your LinkedIn feed and make it full of irrelevant content. That’s why connecting with someone that you share interests with is a great approach.

Mentioning the shared interests in your invite will show those users that you’ve invested some time into getting to know about them and their work. Moreover, you can mention the topic you wish to discuss with them. A message with these two elements will skyrocket your acceptance rate for sure. So, you won’t have to be in a position to cancel LinkedIn invite that has been pending for a long time. 😉

For example, start your message by commenting on your mutual job position, an event you both attended, or a post you both liked a while back. 

Involve a little humor 

It’s essential to have a professional tone of voice when you write your connection invite. However, “professional” doesn’t mean not having some sense of humor. You can always add a subtle joke here and there to make your invite stand out.

Moreover, using humor in your outreach is a nice pattern interrupt and has an immediate effect. Here is our example.

Check out our list of 35 position-related jokes ready to use in your outreach. 

At the end of the day

We hope this article helped you understand why your requests have been pending for a long time and learn the tricks to improve the acceptance rate. 

Remember: you must keep track of the requests you sent and clear the list on time. This is just so you don’t land on the LinkedIn radar for suspicious activity and get restricted.

That said, we recommend you invest time in your connection messages and your LinkedIn profile because, that way, you'll likely not be in the situation where you have to cancel a LinkedIn invite.

And if you wish to save 11+ hours a week, hours that you can better spend crafting winning messages and optimizing your profile, Skylead is here to help! It's the #1 LinkedIn automation tool and cold email software to use if you wish to optimize your sales processes.

Sounds good? Sign up for our 7-day free trial & take a glimpse at what it can do for you!

Sales engagement gets talked about a lot. Sales engagement process? Much less so, and that’s where most teams get stuck.

Many sales organizations invest in better tools, automate more touchpoints, and add more channels, yet deals still stall, follow-ups fall through, and results stay unpredictable. Not because reps aren’t talented or trying hard enough, but because there’s no clear system behind how engagement should actually happen from the first touchpoint to close and beyond.

If you already understand what is sales engagement but struggle to make it consistent across deals, reps, or channels, what you need is a structured sales engagement process - a defined sequence of stages where each interaction has a purpose, a goal, and a clear signal for what comes next.

Lucky for you, you don’t have to look hard to find it, as we’ll be walking you through:

• What this process entails
• How it differs from the traditional sales process
• Why it’s critical for a predictable pipeline and revenue

You’ll also learn about the 7 core stages high-performing sales teams follow (ours at Skylead included) and the elements that make the process scalable.

What is the sales engagement process?

The sales engagement process is the structured, repeatable system sales teams use to manage interactions with prospects and customers across the entire buying journey.

In practical terms, it defines:

• When to engage
• How to engage
• Why does a specific interaction happen at a given moment

The sales engagement process turns engagement into a clear sequence of stages, where each stage has a goal, a set of recommended actions, and signals that tell reps when it’s time to move forward.

That said, many people confuse sales engagement with the sales engagement process. And although they’re related, they are not exactly the same. 

Sales engagement is the umbrella term that describes all interactions between sales reps and prospects - emails, calls, LinkedIn messages, demos, follow-ups, and everything in between. 

Sales engagement process, on the other hand, is more specific. It defines how those interactions are organized, sequenced, and repeated across deals so engagement stays consistent, intentional, and measurable, no matter who’s selling or which channel is used.

Sales process vs. sales engagement process

Here’s another distinction we need to make: the sales process and the sales engagement process are NOT the same.

A traditional sales process is stage-based and outcome-oriented. It typically includes stages such as:

• Lead generation
• Qualification
• Discovery
• Demo or presentation
• Proposal
• Closing

Its primary purpose is visibility and control. It helps sales teams track where deals are, forecast revenue, and understand what needs to happen next from a pipeline perspective.

What it doesn’t define in detail is how reps should engage prospects inside those stages.

That’s what the sales engagement process does. It lives inside the sales process, and clarifies:

• Which interactions should happen at each stage
• Which channels are most effective at that point
• How often should reps follow up
• What buying signals indicate progress or disengagement

In other words, while the sales process tells you that a deal is in the qualification stage, the sales engagement process tells you how to approach the prospect at this stage, what kind of message to send, when to follow up, and what outcome signals readiness to move forward.

Without this layer, reps are left to figure things out on their own.

Why is an effective sales engagement process important?

Sales engagement doesn’t fail because teams don’t send enough messages. It fails because engagement isn’t coordinated.

When there’s no defined process, reps rely on personal habits, memory, and intuition to decide when to follow up, which channel to use, or how to move the prospect to the next step in the journey. That might work for a handful of deals. It breaks the moment volume increases, or more people join the team.

A structured sales engagement process changes that dynamic, and the impact shows up in a few very real ways.

It strengthens customer relationships and builds long-term loyalty

From the buyer's side, inconsistent engagement is easy to spot. They get chased when they’re not ready, ignored when they are interested, or contacted multiple times with no awareness of previous conversations. That kind of experience slows deals down while also eroding trust.

When there’s a clearly defined engagement process, buyers are met with relevant, well-timed interactions that reflect where they actually are in their decision-making. Instead of feeling pressured or forgotten, they feel guided. That same consistency carries into post-sale follow-ups, which is why teams with structured engagement processes tend to see more renewals, upsells, and referrals over time.

It positively impacts sales cycle length, conversion rates, and revenue

Some deals stall because momentum is lost. Follow-ups are delayed. Messages repeat the same pitch. Buying signals go unnoticed. And suddenly, a ‘’warm’’ opportunity goes cold.

Research shows that B2B deals typically require between 8 and 15 meaningful touchpoints before closing, and complex sales can need 20 or more interactions. Yet many reps stop following up too early or engage without a clear plan. A structured process closes that gap, leading to higher conversion rates and shorter sales cycles, which, naturally, translates into more revenue.

It brings predictability and scalability to the pipeline

One of the biggest challenges sales leaders face isn’t closing deals. It’s forecasting them.

When engagement varies from rep to rep, the pipeline becomes hard to trust. Some deals move fast, others stall silently, and it’s unclear whether that’s due to buyer intent or execution gaps.

A sales engagement process makes performance easier to predict because engagement follows defined patterns. You can see where deals slow down, which stages cause drop-offs, and which touchpoints perform best.

That visibility is also what makes scaling possible. Instead of relying on a few top performers, teams can replicate what works across the entire organization, onboard new reps faster, and grow volume without sacrificing quality.

It aligns sales, marketing, and customer-facing teams

Without a shared engagement process, teams operate independently.

Marketing generates leads without knowing how they’ll be followed up on. Sales engages prospects without visibility into prior touchpoints. Customer success picks up accounts with little context on what was promised during the sale.

A defined sales engagement process acts as a common thread across teams. It aligns messaging, timing, and expectations throughout the buyer journey, from first interaction to long after the deal is closed.

The result is a smoother handoff, fewer dropped balls, and a more consistent experience for both buyers and internal teams.

Not to mention, a whopping 54% of sales leaders agree that working with the marketing teams leads to an increase in revenue growth, with 61% of marketers saying that creating content in collaboration with sales helps generate higher quality leads.

7 core stages of the sales engagement process

High-performing teams don’t just do sales outreach and hope deals will close by themselves. They guide prospects through a sequence of stages where each interaction builds on the last one, responds to buyer behavior, and pushes the conversation toward a clear outcome.

While the exact details vary by industry, deal size, and sales motion, most effective sales engagement processes follow the same core stages, including:

1. Prospecting and lead identification
2. Outreach
3. Qualification
4. Presentation and engagement
5. Proposal and negotiation
6. Closing
7. Post-sale follow-up and retention

Together, they cover the full journey - from first contact to long after the deal is signed.

Notice how some of these stages above overlap with what’s typically included in a sales process itself? That’s intentional.

The difference is this: the sales process tells you where a deal is, while the sales engagement process tells you how to engage the prospect at that point.

1. Prospecting and lead identification

In the sales process, prospecting is often treated as a prerequisite, something that happens before engagement really begins.

In the sales engagement process, it’s where engagement starts.

That’s because who you choose to engage with determines the quality of every interaction that follows.

At this stage, the goal isn’t to contact as many people as possible. It’s to identify accounts and contacts that are worth engaging right now, based on fit and context.

Effective prospecting focuses on:

• Matching your ideal customer profile (ICP)
• Identifying business decision-makers
• Spotting signals that justify outreach (growth, role changes, new initiatives, tech adoption, etc.)

This stage also defines who should not enter your engagement flow. Filtering out poor-fit or low-intent leads early prevents wasted follow-ups, irrelevant messaging, and stalled deals later in the pipeline.

When prospecting is treated as the first engagement stage, not just where you build a prospecting list, outreach becomes more relevant, conversations start faster, and downstream stages convert more consistently.

2. Outreach

This is the stage most teams think of when they hear sales engagement. Emails, LinkedIn messages, calls, follow-ups. But without a clear engagement framework, outreach quickly turns into a mix of one-off messages, inconsistent follow-ups, and channel hopping with no real agenda behind it.

In a structured process, outreach is intentional and sequenced. Every touchpoint has a role to play.

At this stage, the goal isn’t to pitch or push for a decision. It’s to open the door to a conversation and give the prospect a reason to respond.

That starts with context. A prospect should immediately understand why you’re reaching out and why now, whether that’s tied to their role, a recent company change, or a specific problem they’re likely dealing with. 

From there, channel choice matters just as much. Some conversations start best over email, others on LinkedIn, and some only move forward after a call reinforces earlier touchpoints.

Follow-ups are part of this stage, too. They’re planned in advance, spaced intentionally, and adjusted based on how the prospect reacts, not sent just because “it’s been a few days.”

Just as importantly, outreach includes signals, which a sales engagement platform can help you track and act upon. Opens, replies, clicks, profile views, meeting bookings, and even silence all provide feedback. Those signals dictate what happens next, whether that’s moving to qualification, changing the message, switching channels, or pausing engagement altogether.

Need a proven framework for targeted outreach? 

Download our sales playbook to see how we engaged our leads and scaled Skylead from 2,500 to 10,000+ users in just 9 months. As a bonus, you’ll get access to outreach sequences and message templates that you can immediately use to jump-start your engagement.

3. Qualification

Once cold outreach turns into an actual conversation, the focus shifts from getting a response to understanding whether the opportunity is worth pursuing further. In other words, it’s time to qualify the lead.

Qualification is a series of interactions where reps learn whether the prospect has a real problem you can solve, how urgent that problem actually is, who’s involved in the decision, and whether it makes sense to keep investing time and effort

Effective qualification happens through:

• discovery calls and exploratory conversations
• thoughtful follow-up questions
• paying attention to engagement signals (responsiveness, depth of answers, willingness to share context, etc.)

4. Presentation

This is the point where prospects expect to see how your solution applies to their situation.

It’s also where you translate what you learned throughout the process into a focused experience that answers one core question for the prospect:

“Can this actually solve our problem?”

Presentation can take form of multiple formats, depending on the deal and how the buyer prefers to engage.

In practice, that often includes:

• Live demos centered around one or two use cases discussed during qualification
• Walkthroughs of specific workflows or outcomes that prospects care about
• Short presentations that frame the problem first, then show how your solution fits
• Supporting materials like case studies, examples, or recordings shared after the call

What matters most at this stage is relevance. Potential buyers lose interest quickly when presentations feel generic or disconnected from earlier conversations, making it imperative to prepare a sales meeting agenda in advance.

This is also where engagement becomes more interactive. Prospects ask more detailed questions, bring in additional stakeholders, and start evaluating trade-offs. Pricing, technical constraints, or internal approval processes often come up here, and objection handling has a direct impact on whether the deal keeps moving.

When this stage is done well, the prospect gains clarity - not just about the product, but about the next step. That clarity is what makes moving into proposal and negotiation feel natural rather than forced.

5. Proposal and negotiation

By the time a deal reaches this stage, the prospect is no longer evaluating whether to move forward, but how.

Many teams treat this as a simple handoff: send a quote, wait for feedback, follow up if nothing happens. In reality, this stage is where most of the fine print of the decision gets worked out, and where deals either close or fall through.

The proposal itself should reflect everything uncovered earlier in the process. Scope, pricing, timelines, and included features shouldn’t come as a surprise. If they do, it usually means something was missed in the qualification or presentation.

What actually happens here is a series of small but important exchanges. Prospects ask clarifying questions. New stakeholders get looped in. Procurement or legal may request changes. Internal priorities surface that weren’t visible before.

Negotiation, in this context, means removing obstacles that prevent a decision. Sometimes that means adjusting terms or offering discounts. Other times it means explaining trade-offs, reinforcing value, or helping the buyer navigate internal approval.

This stage also demands tighter engagement than any other. Slow replies or unclear next steps can derail deals that were otherwise ready to close. That’s why proposal and negotiation need to be treated as an active engagement phase, with defined follow-ups, clear timelines, and explicit ownership on both sides.

6. Closing

By now, the prospect understands the problem, sees how your solution fits, and has agreed (at least in principle) on scope and terms. The goal of this stage is to help them complete the decision and finalize the deal.

Closing usually involves:

• confirming final approval from all decision-makers
• completing contract signing and paperwork
• aligning on start dates, onboarding steps, or handover to implementation

Reps play a coordination role at this point. They follow up on outstanding approvals, answer last-minute questions, and keep momentum alive without applying unnecessary pressure.

Once the agreement is signed, the deal seamlessly moves forward into post-sale engagement, without a drop in communication or context.

7. Post-sale follow-up and retention

The buyer’s experience shouldn’t reset just because the deal is done. In fact, the period immediately after closing is when expectations are highest, and trust is still being formed.

Post-sale engagement typically focuses on confirming that onboarding or implementation starts smoothly, reinforcing what was agreed on during the sales process, and making sure the buyer knows who owns what moving forward.

Depending on the organization, this stage may involve a handoff to customer success, account management, or onboarding teams.

Early check-ins are especially important. In fact, simple follow-ups to confirm progress, address initial friction, or clarify next steps can prevent small issues from becoming reasons for churn later on.

Over time, post-sale engagement shifts toward retention and growth. Ongoing communication helps teams spot expansion opportunities, identify satisfied customers who may become advocates, and proactively address risks before renewals come up.

Elements of a winning sales engagement process

Defining stages is only half the job. What separates a sales engagement process that looks good on paper from one that actually works day to day is how those stages are supported.

High-performing teams don’t rely on individual reps to “figure it out.” They put a few foundational elements in place that make consistent engagement possible, even as volume grows and teams scale.

Playbooks and sequences

A winning sales engagement process is documented, and no, not in the rigid scripts or same generic messages sense. It means clear guidance on what good engagement looks like at each stage. Playbooks outline recommended actions, messaging angles, follow-up timing, and exit criteria so reps aren’t starting from scratch every time.

Sequences are the execution layer of these playbooks. They help teams manage and keep track of touchpoints while still leaving room for personalization and judgment. When done right, sequences support reps instead of replacing them.

Channel selection and touchpoints

Not every channel works equally well at every stage. Cold outreach, qualification, late-stage follow-ups, and post-sale check-ins all call for different approaches. A strong sales engagement process defines where email makes sense, where LinkedIn adds value, and when a call is necessary to move a lead further down the funnel. 

Just as important is pacing. Too many touchpoints too fast can feel intrusive, whereas too few leave the buyer doing nothing, which is often worse than saying no.

Personalization

Personalization is what keeps a structured process from feeling robotic. That can be as simple as referencing a prospect’s role, industry, or recent activity, or as deep as tailoring demos, proposals, and follow-ups to specific use cases.

What matters most in personalized outreach is relevance. Every interaction should answer the unspoken question in the prospect’s mind: ‘’Why is this useful to me right now?”

Automation and technology

Automation exists to remove friction, not judgment. The best teams use sales engagement technology to handle repetitive tasks, such as prospecting, scheduling follow-ups, tracking engagement signals, or logging activity, so reps can focus on conversations that require context and decision-making.

We can’t talk about sales engagement automation without mentioning our very own Skylead. It’s THE software to use when you want to save 11+ hours a week on repetitive tasks and book 3x more meetings.

Performance tracking

You can’t improve what you can’t see. It’s that simple.

A strong sales engagement process makes it easy to spot patterns, test changes, and refine execution based on real data.

Team alignment and training

Finally, engagement only works when everyone is on the same page.

Sales, marketing, and customer-facing teams need a shared understanding of how prospects are engaged, what’s been promised, and what happens next. Training helps new reps onboard faster and experienced reps stay consistent, even as processes evolve.

When these elements work together, the sales engagement process becomes a system that supports predictable growth, repeatable results, and a better experience for both buyers and sellers.

Common mistakes to avoid in the sales engagement process

Even those who understand the importance of sales engagement often struggle to execute it well. Not because the idea is wrong, but because small missteps compound quickly across deals, reps, and channels.

Here are some of the most common mistakes we’ve seen salespeople make.

Lack of a clear strategy or goals

If reps don’t know what each stage is meant to achieve, engagement becomes reactive. Messages are sent because it feels like time, follow-ups happen out of habit, and progress is judged by activity rather than outcomes.

A sales engagement process only works when every stage has a purpose. Without that, teams end up busy. But effective? Not so much.

Over-reliance on automation without personalization

One of the fastest ways to undermine a sales engagement process is to lean too heavily on automated sequences without enough context or customization. Reps have been using chat GPT for sales copywriting for a while now - so much that prospects have learned to spot generic messages from a mile away, especially when they ignore prior interactions or repeat the same pitch across channels.

The result is predictable: lower response rates, stalled conversations, and disengagement. Automation should create consistency and save time, sure, but it’s personalization that keeps engagement human.

Ignoring data and feedback

Many teams track engagement metrics but don’t actually use them. Open rates, replies, meeting bookings, and drop-offs are all signals. When they’re ignored, teams keep running the same playbooks even when they’re clearly not working. Over time, this leads to bloated processes that look structured but produce inconsistent results.

Neglecting follow-up and post-sale engagement

Engagement gaps don’t only happen early in the funnel. Deals often stall because follow-ups aren’t planned or ownership isn’t clear, particularly during proposal, closing, or immediately after the deal is signed. Post-sale engagement is another frequent blind spot, where communication drops just when the buyer needs reassurance and guidance the most.

Poor alignment between sales and marketing

When marketing and sales operate independently, prospects experience disjointed messaging, awkward handoffs, and repeated questions. Leads arrive without context. Sales conversations contradict earlier promises. And to top it all off, customer success inherits accounts with incomplete information, which creates friction after the sale and puts retention at risk before value is even delivered.

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How to optimize and scale your sales engagement process?

Designing a sales engagement process is one thing. Running it consistently, at scale, without losing personalization or control, is where most teams struggle.

This is exactly the problem Skylead was built to solve.

Skylead is a LinkedIn automation tool and cold email software that helps sales teams and agencies execute their engagement process end-to-end - from first touch to post-sale follow-up - without relying on spreadsheets, reminders, or guesswork.

Here’s everything that makes Skylead the tool to use when you want to optimize and scale your sales engagement process.

Scalable outreach that doesn’t put deliverability at risk

One of the biggest bottlenecks in sales engagement is volume. Reps want to reach more prospects, but inbox limits and deliverability risks get in the way.

Well, not with Skylead!

Namely, you can connect unlimited email accounts to the tool and automatically rotate them to send tens of thousands of emails per month while staying within safe sending limits. There’s no manual switching and no extra fees as your email outreach volume grows.

To protect deliverability even further, Skylead includes email discovery and verification directly inside your outreach flow. Emails are found, double-verified, and used in sequences automatically, reducing bounces and keeping your sender reputation clean.

And because deliverability starts long before the first outreach campaign, we’ve also made sure to include the infinite email warm-up functionality. This way, you can have your mailbox(es) gradually prepared for outreach, so emails land in the primary inbox instead of spam.

Smart sequences that adapt in real time

We can’t talk about Skylead without mentioning our star feature - Smart sequences.

Instead of their static, linear counterparts, Smart sequences combine different LinkedIn and email actions with if/else conditions. You define the logic once, and the tool adapts execution based on how prospects behave.

• No reply? Send a follow-up email after no response automatically.
• An email opened but ignored? Switch to LinkedIn.

... and countless other scenarios!

This allows reps to focus on strategy while the platform finds the fastest path to engagement for each prospect.

Personalization that actually feels personal

Structured engagement doesn’t work if messages sound automated.

Skylead gives you multiple layers of personalization, depending on how deep you want to go.

For example, you can use predefined or custom variables to personalize messages with first and last name, role, company, or any other data you choose.

In the meantime, Spintax lets you rotate phrase variations (like hello, hi, or hey)  inside bulk emails, so messages don’t look or feel repetitive.

For advanced use cases, there’s Liquid syntax, which combines variables and conditions to show different content to different prospects based on rules you define (such as if/else conditions or available user data).

Not to mention, you can run up to 5 A/B tests for every message-based step in your Smart sequence to see what kind of personalization or angle works best for your leads!

And when text alone isn’t enough, Skylead’s native image and GIF personalization lets you embed names, company logos, profile photos, or custom text directly into visuals. Because sometimes, an image really does say more than a thousand words (and brings about a 76% increase in response rate!)

Visibility into what’s working

A sales engagement process only improves if teams can see how it performs.

That’s why our tool includes built-in outreach analytics, allowing users to track performance day by day through clear graphs and tables, or drill down into step-by-step performance within each sequence.

One inbox for every conversation

All replies across channels land in a Smart inbox.

From there, reps can respond directly, leave internal notes, add tags to conversations, and track outcomes. Because everything is connected, it’s easy to see which conversations turned into meetings, which deals closed, and how outreach contributes to ROI.

Pretty handy, don’t you think?

Frequently asked questions (FAQs)

What is the difference between sales engagement and sales enablement?

Sales enablement prepares reps to sell by providing training, content, and playbooks. Sales engagement focuses on execution: how reps interact with prospects across channels, when they follow up, and how conversations progress.

How do I choose the right sales engagement platform for my team?

Look for a platform that fits how your team actually sells. An ideal platform should support multichannel outreach, flexible sequencing with conditional logic, strong personalization options, and built-in analytics. Ease of use matters just as much as power. If reps can’t adopt it quickly, even the best features don’t help.

What are the best channels for sales engagement?

There’s no single best channel. Email works well for structured outreach and follow-ups, LinkedIn supports warm touches and visibility, and calls help move complex or stalled deals forward. Effective sales engagement combines channels and adjusts based on prospect behavior.

How can I measure the effectiveness of my sales engagement process?

Effectiveness goes beyond activity volume. Track reply rates, meeting bookings, stage-to-stage conversions, deal velocity, and drop-off points. A strong sales engagement process makes these signals visible and, thus, helps teams identify what drives progress and where engagement breaks down.

Is sales engagement only for outbound sales?

No. Sales engagement applies to outbound, inbound, and post-sale interactions. Inbound leads still need timely follow-ups and clear next steps, while post-sale engagement supports onboarding, retention, and expansion. Sales engagement revolves around managing interactions, regardless of how a lead enters the pipeline.

Build a sales engagement process your team can actually follow

If your reps have to stop and think, “What should I do next?” in the middle of a deal, the problem isn’t execution. It’s the lack of a sales engagement process that they can rely on.

When engagement is structured, reps don’t guess their next move. Deals don’t fall through. And growth doesn’t depend on a handful of top performers remembering to follow up. Instead, teams operate with clarity, consistency, and momentum across channels, stages, and the entire buyer journey.

If you’re serious about building a predictable pipeline and scaling without losing personalization, the process comes first. The right tools simply make it easier to execute.

That’s exactly where Skylead fits in.

Ready to put your sales engagement process into action?

👉 Try Skylead free for 7 days and see what structured, scalable engagement actually feels like.

Disclaimer: Skylead is not affiliated, endorsed by, or connected with LinkedIn in any way.

If you're in sales, chances are you've given social selling on LinkedIn a try. You may also be all too familiar with the following scenario: you spend hours sending invites to connect, crafting messages, and follow-ups only to realize the results are…nowhere to be found. Conversations die out before they've truly begun, engagement is flat, and you're left wondering if all this effort is even worth it. But LinkedIn isn’t the problem. It's how you're using it. LinkedIn is a powerful sales engine, but only with the proper LinkedIn sales strategy.

So, how do you create one? And, more importantly, how do you put it to work?

Since our sales guru, Andrea, is an expert on sales (and LinkedIn), we thought we'd pick their brains to answer these. And now, we'll be using their knowledge and firsthand experience to break down:

• How to create and execute a LinkedIn sales strategy that gets results;
• How to track and analyze its performance;
• And what mistakes you need to avoid to minimize wasted efforts.

So, if you are ready to turn things around on LinkedIn sales-wise, it's time to dig in!

How effective is LinkedIn for sales?

Why bother using LinkedIn for sales engagement to begin with?

Because it’s home to over 1 billion professionals spread across 200 territories. Out of these, a whopping 63 million are decision-makers and another 10 million C-level executives. This means your audience is definitely there. You just need to get to them.

Basic users are slightly limited when it comes to LinkedIn prospecting and LinkedIn lead generation. And while you can use any LinkedIn Premium subscription to get to sales leads, Sales Navigator remains your solid bet.

That’s because it’s aimed precisely at sales professionals and equipped with over 50 lead and account LinkedIn Sales Navigator filters that simplify prospecting. Not to mention, it comes with advanced features that aren’t available to other Premium subscribers (e.g., Buyer Intent and Persona features).

We could spend hours talking about the LinkedIn Sales Navigator vs Premium differences. But instead, let’s focus on the stats that prove just how effective LinkedIn, or Sales Navigator, is for sales professionals.

Namely, its users manage to:

• Close 31% more deals
• Connect to 4x more decision-makers
• Save 65+ hours annually due to reduced tool switching

Moreover, Forrester Consulting conducted a study on Sales Navigator in 2023, where they revealed that this subscription yields an impressive 312% ROI over the course of 3 years. It also pays itself off in less than 6 months.

So, if you’re in sales and LinkedIn, especially its Sales Navigator, isn’t part of your strategy, it’s likely you’re losing out on some serious opportunities.

What is a LinkedIn sales strategy & why do you need one?

A LinkedIn sales strategy is a structured plan for using LinkedIn to find prospects, generate leads, and drive sales. It focuses on tapping into LinkedIn’s networking opportunities, sharing valuable content, and using sales tools to connect with potential customers, build relationships, and nurture them into clients.

In fact, with a LinkedIn strategy in place, you can:

• Target the right individuals who fit your Ideal Customer Profile and Buyer Persona.
• Build credibility and trust through thought leadership posts, insightful comments, and meaningful conversations.
• Increase efficiency by focusing on high-value activities like nurturing warm leads and minimizing time spent on low-potential prospects.
• Drive measurable results by converting these leads into paying customers.

On the other hand, without a clear and actionable LinkedIn sales strategy, the results are often wasted effort, time, and, ultimately, money.

What should you do before creating a LinkedIn sales strategy?

So, having a social selling strategy for LinkedIn is a must. That much we established.

But now, let’s show you what you should do before you create one, according to our sales team at Skylead.

Identify your sales objectives & goals

Every successful LinkedIn sales strategy starts with clear objectives. That’s because defining them upfront helps you measure success later on.

To establish them, think about what you are trying to achieve.

Are you looking to:

• Generate leads, 
• Increase product demos, 
• Or drive sales directly?

Objectives are meant to guide your strategy and point you in the right direction.

But a strong LinkedIn sales strategy also needs goals to keep you focused and on track.

Unlike objectives, goals are specific, measurable, and highly influenced by key performance indicators (KPIs).

For example, your goals could be to:

• Bring 250 warm leads from LinkedIn in Q1.
• Increase product demos by 30%.
• Bring $20K of sales directly from LinkedIn.

To track these goals effectively, you’ll need to define relevant KPIs.

Based on the examples above, your sub-KPIs could be to:

• Increase connection requests by 50%
• Reach a 30% response rate

When clearly defined, KPIs become measurable, allowing you to plan activities, allocate resources, and monitor progress efficiently. As you move closer to your goals—and, ultimately, your objectives—you can refine and optimize these metrics to improve your results over time.

Define your ICP and Buyer Persona

After you identify your objectives and goals, it's time to figure out who to target. In other words, you should define your Ideal Customer Profile and Buyer Persona.

Your ICP represents the type of companies that benefit the most from your product or service. 

In the meantime, your Buyer Persona is a more detailed representation of decision-makers within those companies.

To paint a better picture, say you’re selling a CRM for small businesses. In that case, your ICP may include SaaS companies with 10-50 employees. As for your Buyer Persona, it could be a VP of Sales who struggles with pipeline visibility and wants to simplify the sales process.

With these two defined, you can focus on the right people and improve your odds of driving sales.

Optimize your LinkedIn profile

What’s the first thing your prospects will see after you’ve invited them to connect?

Your LinkedIn profile!

Thus, it needs to make a strong first impression. Otherwise, your entire efforts could be for nothing.

So, before creating and implementing a LinkedIn sales strategy, you need to optimize it for impact.

Firstly, begin with your profile photo. Use a high-quality, professional image where you look approachable and confident. Avoid selfies or overly casual pictures, as they don’t inspire trust.

You should also make your LinkedIn cover photo count. Use it to highlight your expertise, showcase your company’s branding, or feature an eye-catching tagline that tells prospects how you can help them.

Then, focus on your LinkedIn headline. Emphasize the value you bring or the problem you solve instead of simply typing out your title. For example, try ''Helping SaaS companies streamline their sales process and close more deals.’’

Your headline should be complemented by a strong LinkedIn summary. Focus on who you help and how, and the results you’ve achieved. Keep it conversational but professional, and don’t forget to include keywords your audience might search for through Boolean search.

Finally, opt for a custom URL (e.g., linkedin.com/in/yourname). It makes your profile easier to share and looks way more professional in emails and on business cards.

Prepare supporting resources

Outbound outreach is one of the LinkedIn sales strategies. But truth be told, the chances of your closing a deal after the 1st message are slim, to say the least. Your prospects will likely have questions before they're ready to convert. Some of them may also object to what you're offering.

But, as our wonderful Head of Sales, Andrea, says:

''Hearing things like 'I’m not interested' or 'I don’t have time' doesn’t mean you’ve lost your prospect. It just means you need to handle their objection.''

Some objections you can handle on the spot. But it's better to be safe than sorry. In other words, you should prepare supporting resources.

For instance, Andrea commonly uses case studies that our marketing team has prepared to handle objections involving uncertainty about profitability. They demonstrate measurable results in terms of the ROI that our sales engagement platform, Skylead, has delivered to other businesses.

Some other resources you could create yourself or have your content team do to aid objection handling include:

• Blog posts that explore your prospects' pain points in detail and provide solutions to them
• Videos, such as product demos and how-to guides
• Case studies that explain how you solved others’ problems
• eBooks or whitepapers that establish your expertise

A good practice is to also anticipate the most common questions or concerns your prospects may have and prepare materials/scripts to support your answer.

For example, if they say:

• ‘’This seems too expensive,” have a value breakdown or an ROI report ready to provide.
• ‘’I’m not sure this will work for my industry,” share industry-specific case studies or testimonials.
• ‘’I don’t have time to implement this,” explain how your solution saves time in the long run.

Having these resources ready in advance allows you to respond quickly and confidently. Thus, they minimize the chances of potential deals going to waste.

How to create a LinkedIn sales strategy

By now, you should know exactly who your target audience is. But you still need to think about the best way to reach them.

That said, you can use one or combine several prospecting strategies into a broader LinkedIn sales strategy.

To get you started, here are 4 prospecting strategies. Need more? Check out our LinkedIn prospecting blog, where we’ve covered a total of 18!

Different prospecting strategies to include in your LinkedIn sales strategy

1. Using Sales Navigator filters to zero in on ICP and Buyer Persona

Sales Navigator filters help you translate your ICP and Buyer Persona into actionable search criteria.

That said, one of Andrea’s LinkedIn sales strategies is to rely on account and lead filters to filter out ICPs and promising individuals inside them.

Then, they build Lead lists that they later use to create outreach campaigns in Skylead.

But Skylead doesn’t only support campaign creation from Sales Navigator Lead lists—it also allows campaign creation directly from its search results. This is a faster approach, though not as detailed as the first. 

What's more, you can create company lists first through the Sales Navigator URL, and let Skylead help you zero in on people who work in those companies. In other words, once you add your companies, Skylead can help you find and match contacts within those selected companies so your pipeline stays aligned to your ICP. This way, you can really zero in on your target companies that are most likely to convert, are your true partners, and have greater lifetime value.

Apart from  account-based prospecting, we introduced a game-changing feature - AI data enrichment, which you can use to:

1. Enrich contact & company data
2. Prompt AI to get specified info or generate personalized icebreakers for each contact
3. Use all gathered info directly inside your sequences as variables.

It’s Clay-like in what it can uncover, but it’s connected to your outreach workflow, so you avoid constant tool switching and data importing.

2. Fishing for leads through LinkedIn groups

Speaking of search filters, did you know that Sales Navigator, unlike standard LinkedIn, has a dedicated "Groups" filter? This one is especially useful since it allows you to isolate members of specific LinkedIn groups, which you can later reach out to.

Before jumping into sales outreach, though, you’ll need to take a few preparatory steps:

• Identify groups your audience is likely a part of.
• Compile information about these groups into a single place for easy reference (e.g., CSV file).
• Consider joining these groups yourself to engage with members (if they are active).

That said, most LinkedIn groups are inactive these days. Nonetheless, the right groups can still be valuable sources of leads. You just need to be strategic about how you use them.

3. Setting up lead alerts to determine the right moment to reach out

Sales Navigator has a handy feature that helps you stay updated on your leads’ activity— Sales Navigator alerts.

You can use these alerts, as our sales team does, to track when:

• Leads post or engage with content.
• They’re mentioned in the news.
• They switch roles or companies. 

This can help you identify whom exactly to reach out to and when with relevant, personalized messages. 

So, if you want to increase the likelihood of starting meaningful conversations, incorporate these alerts into your LinkedIn sales strategy.

4. Attracting prospects through thought leadership content

Thought leadership isn’t a direct prospecting strategy. Nonetheless, it plays a big role in warming up leads, increasing brand visibility, and making your direct outreach more effective.

At its very core is content. That’s because quality content grabs attention, starts conversations, and builds trust.

That said, your content should speak directly to your target audience's pain points, challenges, and goals. So, before you go about creating it, think about what your ICP and Buyer Persona would find valuable. Then, make a list of topics you could cover that aim to educate rather than only sell.

You'll also need to plan for different content formats, such as:

• Text-only posts
• Images
• Videos
• Carousels
• LinkedIn Pulse articles
• LinkedIn polls

From our experience and that of our sales team, videos and carousels drive the most engagement and have the highest reach on LinkedIn. Still, you want to balance them with other post types to keep your content appealing to those with different consumption preferences.

Moreover, LinkedIn's algorithm loves consistency. This means that to remain on people's radars, you need to post at least 2-3 times a week. Thus, it's important to create a posting calendar. And stick to it!

Of course, posting is only part of the equation. You’ll need to reply to comments you receive, keep conversations going by asking follow-up questions (this will increase your reach, too!), and comment on others' posts. That's how you’ll establish credibility and authority on LinkedIn and build thought leadership that sells for you.

How to prepare a LinkedIn sales strategy message according to the prospecting strategy

Your messaging is just as important as the strategy and sales tactics you’re using.

Since each strategy calls for a slightly different tone and structure to really connect with your audience, we’ve got you covered with some practical tips to simplify message creation.

And to make it even easier, we’ve included message examples for each strategy—personally approved (and used) by Andrea!

1. Sales Navigator filters

Focus on personalization and contextual relevance when reaching out to prospects found through filters.

• Reference a detail from their profile or company to make your outreach feel extra personal.
• Keep your message concise, focusing on how you can address a specific challenge they face or offer value.

Template example:

‘’Hi {{FirstName}}, I came across your post about {{PainPoint}} and couldn’t help but think about the challenges that come with it. 

When I worked with {{SimilarCompanies/Professionals}}, we tackled this by {{Solution}}, leading to {{TangibleBenefit}}. 

I’d love to share a few insights or ideas that might help you achieve something similar if you're open to it.''

2. LinkedIn Groups

When targeting leads from LinkedIn Groups, establish a connection by referencing your shared interest in the group or ongoing conversations.

• Mention the group explicitly to build rapport.
• Position yourself as helpful and not overly promotional.

Template example:

“Hi {{FirstName}}, I saw we’re members of the same group, {{GroupName}} and wanted to reach out. 

I specialize in {{Expertise}} and thought it’d be great to connect and exchange ideas!”

3. Sales Navigator alerts

Timing is everything when using Sales Navigator alerts. Thus, craft your message around the alert to show you’re paying attention and reaching out with purpose.

• Acknowledge their recent activity, like a promotion or a post they shared.
• Use the alert as a conversation starter in the sales engagement process.

Template example:

“Hi {{Name}}, congratulations on your new role at {{Company Name}}! 

Transitioning into {{Role}} must be exciting. But having worked with others like you, I know how tough it can be trying to handle {{SpecificChallenge}} while navigating new responsibilities.

One approach that’s proven effective for others in your field is {{Solution}}, which helped them achieve {{Result}}.

I’d be happy to share more details. Let me know if you’re open to a quick chat!”

4. Thought Leadership content

When reaching out after sharing thought leadership content, reference your post or their comment to bond immediately.

• Highlight shared values or goals to build credibility.
• Use the message to guide them toward exploring your expertise further.

Template example:

“Hi {{Name}}, I noticed you liked my recent post about {{Topic}}. It’s great to see others in {{Industry}} contributing to the discussion! 

I’d love to hear your thoughts—what’s been your biggest challenge with {{Issue}}?”

How to execute a LinkedIn sales strategy

After choosing one or more prospecting strategies we talked about, it’s time to roll up your sleeves and execute. This is where strategy meets action.

No matter which approach you take—leveraging Sales Navigator filters, finding prospects through LinkedIn groups, setting up lead alerts, or sharing thought leadership content—the next step boils down to one activity: outreach.

Here are some tips to help you effectively execute your LinkedIn sales strategy in your outreach messages.

1. Choose the right tool for execution

Attracting sales leads naturally is the dream.

But you don’t want to rely on generating inbound leads only. And cold outreach is how you’ll get outbound leads.

You could do everything manually, for sure. But know that tools can simplify and speed up the process drastically.

When it comes to LinkedIn-specific tools, Sales Navigator is the gold standard, especially for prospecting, as we’ve explained earlier.

Then, you also need to decide on a tool to use for the actual outreach part. 

You have a number of LinkedIn automation tools to choose from. However, our advice is to go for Skylead. Not because it’s ours, but because it’s truly the most complete tool on the market.

To paint a picture, our Skylead is your one-stop-shop LinkedIn automation and cold email software that sales teams can use to:

• Prospect by company and matching leads thanks to Account-based prospecting.
• Automate lead generation at scale.
• Combine LinkedIn outreach with unlimited email outreach to maximize touchpoints with leads.
• Find and verify emails of leads to reduce bounces.
• Increase response rates to 76% and more with AI data enrichment and hyper-personalized images & GIFs.
• Warm-up infinite emails thanks to our partnership with one of the best email warm-up tools, Mailivery, to keep emails away from spam.

In essence, Skylead lets you make the most of your LinkedIn sales strategy and complements it by introducing multichannel outreach into the mix. This is possible thanks to our Smart sequences. We were the first tool on the market to introduce this feature, which lets you combine LinkedIn and email steps with if/else conditions. As a result, you get coherent outreach flows that react according to your leads' behavior to reach them in the fastest way possible.

And did we mention you get all this at a single price?

On top of a reliable outreach solution like Skylead, you also need to choose a CRM. If you don’t use one already, that is. 

A CRM helps you connect all your leads’ details, track their progress through the sales funnel, and monitor conversions. Some of the best CRM software for sales include HubSpot, Pipedrive, Salesforce, and Monday.

If you want, you can also use content scheduling tools for LinkedIn, such as Hootsuite or Buffer. However, LinkedIn has its own post-scheduling feature. So, if other social media platforms aren’t part of your sales strategy, these may be redundant.

The point is to choose tools that fit your workflow and the ones that you’ll actually use.

2. Create an outreach campaign

After choosing the tools, it’s time to create an outreach campaign.

We’ll walk you through the process using Skylead and Sales Navigator search as a lead source. 

However, bear in mind that you can also use these lead sources with our tool:

• Sales Navigator Lead list (as mentioned)
• LinkedIn and Recruiter search result
• Recruiter Talent pool and Pipeline URL
• LinkedIn post
• LinkedIn event
• CSV file

That said, here’s how to create a campaign step-by-step.

Step 1: Use Sales Navigator filters to refine the search

Narrow down your audience in Sales Navigator using filters like industry, job title, geography, company size, etc.

Once your search results are refined, copy the search URL.

Step 2: Begin campaign creation in Skylead

Now it’s time to hop into Skylead.

• Go to the Campaigns page and click Create New Campaign.
• Name your campaign.
• Paste the search URL into the corresponding field.
• Choose a connection degree.
• Hit Next.

Step 3: Define campaign settings

There are 3 types of settings to set up next:

• LinkedIn settings
• Email settings
• Global settings

Under LinkedIn settings, you get 2 options you can toggle on or off:

• Collect contact information - If turned on, Skylead will collect publicly available information from your leads’ profiles.
• Refresh search automatically - Turned on, it prompts Skylead to refresh search results and add new leads into a campaign if they appear.

If you’d like to use email as an outreach channel, use email settings to select the specific accounts. Skylead lets you connect unlimited mailboxes and rotates through them while sending emails. As a result, you can send tens of thousands of emails a month at no additional cost.

Finally, as part of global settings, you get to set a schedule Skylead will use for the campaign, along with targeting options. 

When you’re happy with the settings, click Create sequence.

Step 4: Create your Smart sequence

This is where you get to build your own Smart sequence.

Just drag actions and conditions from the right and drop them into the workspace. Then, connect them to each other to form coherent outreach flows. Don’t forget to set delays between steps while at it!

Here’s an example of a Smart sequence for inspiration.

Need more inspiration? We’ve got a library of in-app Smart sequence templates that Andrea personally tested. So, feel free to check them out and use them in your outreach for guaranteed results!

Step 5: Add hyper-personalization

Message-based steps (e.g., Invite to connect, LinkedIn message, inMail, and email) allow you to use variables for personalization.

But we’ve got another feature that helps you truly stand out in your leads’ inboxes: native image & GIF hyper-personalization.

To enter the image & GIF editor, click the Add image button above the message field.

Then:

• Click Create new template
• Upload the image/GIF
• Submit

A new window will open where you’ll have the option to personalize the visual with:

• Your or your leads’ LinkedIn profile photo
• Your leads’ logo or a custom logo
• Custom text

Once you’re happy with the results, just click Save Image, and it will be added to your message for a chance at up to 76% response rate, as we had using this feature.

And if you’re happy with your entire sequence, this is consequently the time to kick your campaign running!

The tool will then reach out to your prospects on your behalf. If they reply, the chat will immediately appear in your Smart inbox, where you can take over the conversation and nurture away.

Smart inbox is consequently where you can label leads according to whether they are warmed up, if they booked a call, or converted. Thus, you can also use it to keep track of conversions and ROI.

3. Focus on value, not the pitch

By now, you've probably done the research about the lead from Sales Navigator, so instead of leading with what you sell, highlight what they’ll gain. Share a resource, insight, or quick win that showcases you as a trusted partner rather than just another salesperson. Think about your approach as: “Here’s something useful” before “Here’s what I offer.”

4. Leverage social proof

Share success stories, results, or testimonials from clients in the same industry or role as your leads. Instead of saying “Our tool can help you,” say “[similar company] cut response time by 30%. You can read all about it here.” This kind of credibility reduces resistance and builds trust faster.

5. Nurture with consistency

Most deals don’t happen on the first touch, so they need a bit of a nudge 🙂 . That said, comment on their posts, engage with their content, and send a thoughtful follow-up that adds new value. Building familiarity makes it easier for them to say yes when the timing is right.

How to analyze the success of your LinkedIn sales strategy

Crafting and executing a LinkedIn sales strategy is only half the battle. To make sure it’s working as intended—and to make improvements where needed—you need to track and analyze its performance.

That said, the first thing to do is analyze the KPIs that you defined in the strategy. Doing so will help you determine which parts of your strategy are driving results and which need to be refined.

Depending on the type of KPIs that you want to analyze, you can use LinkedIn’s native analytics to track:

• The demographics of your profile viewers (e.g., job titles, industries, locations).
• The performance of your posts and articles, including impressions and engagement rate.
• Trends in follower growth and audience interactions over time.

In terms of specific LinkedIn sales strategies, LinkedIn’s social selling index is a good indicator of whether your thought leadership strategy is working or not.

Furthermore, if you aren’t sure of the impact of the messages you prepared in a strategy, a good practice is to experiment with A/B testing.

What’s more, if you’re using Skylead for outreach, you can easily keep track of different KPIs, like the number of leads you reached out to (connections sent), connections accepted, response rate, etc. These are available on our Reports page via:

• Graph view to spot oscillations at a glance;
• Table format to analyze day-to-day change in performance and sport patterns;
• Step-by-step mode to identify exact spots where prospects drop off or engage.

Furthermore, if you aren’t sure of the impact of the messages you prepared in a strategy, a good practice is to experiment with A/B testing. For example, while creating a Smart sequence in Skylead, you can define up to 5 different variants of your messaging and compare them against each other later on.

Of course, if results aren’t there immediately, that doesn’t mean all hope is lost. Often, they take time to show. That said, Andrea suggests you give your LinkedIn sales strategy 2 to 4 weeks to reflect progress. Only then should you evaluate its performance and optimize it accordingly.

Common mistakes to avoid when creating and executing a LinkedIn sales strategy

Even the best-intentioned LinkedIn sales strategies can fall flat if certain pitfalls aren’t avoided. 

That said, here are some of the most common mistakes to watch out for—and how to steer clear of them.

1. Not adjusting your strategy to your audience

Your audience isn’t a monolith, so your approach shouldn’t be universal. After all, a generic strategy often leads to low engagement and missed opportunities. 

Avoid this mistake by:

• Tailoring your messaging and content to the specific needs and pain points of your ICP and Buyer Persona.
• Regularly revisiting your target audience criteria to make sure they’re still relevant.

2. Sending generic connection requests

Nothing screams “spam” more than a connection request that says “Let’s connect!” without context. These requests often get ignored or outright declined. 

Instead, personalize every connection request with a reference to something specific about the prospect, such as their recent post or a common interest.

For example:

"Hi {{FirstName}}, I loved your recent article on {{topic}}—it gave me some great insights, such as {{insight 1}}! I’d love to connect and exchange ideas on {{shared interest}}."

3. Sending sales pitches right after connecting

The fastest way to lose a connection is by pitching your product or service immediately after connecting. Social selling is about building relationships above all. 

Therefore, engage with their content before sending a direct message. When you finally message them, focus on providing value first and your offerings second.

4. Neglecting to follow up with connections

Not everyone will respond to your initial outreach message. That doesn’t mean they’re not interested, though. In such a situation, a lack of follow-up can cost you some valuable opportunities. 

Avoid this by sending a polite and value-driven follow-ups spaced a few days apart.

To follow up after no response, feel free to share a relevant blog post or case study with a message like:

"Hi {{FirstName}}, I thought this article might be helpful based on our earlier conversation about {{topic}}. Let me know if it resonates!"

5. Giving up too soon

LinkedIn sales strategies often take time to show results, as we pointed out earlier. Many give up after a few weeks of minimal engagement. By all means, don’t do the same! 

Instead:

• Be consistent with your efforts.
• Evaluate your performance occasionally and make data-driven adjustments.

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Frequently asked questions (FAQs)

How do you use LinkedIn effectively for sales?

Focus on building relationships. Optimize your profile, create engaging content that speaks to your audience’s pain points, and use Sales Navigator for targeted prospecting. Combine this with personalized outreach and consistent engagement to nurture leads and drive conversions.

What’s the recommended balance between inbound (content-driven) and outbound (cold outreach) efforts in a LinkedIn sales strategy?

A 60/40 split is often ideal, from our experience. This means you should devote 60% of your efforts to inbound (content-driven) strategies to build trust and visibility and 40% to outbound (cold outreach) to directly engage with prospects. Then, adjust as you go based on audience response and resource availability.

Seal the deal with the proper LinkedIn sales strategy

Creating and executing a successful LinkedIn sales strategy is the difference between chasing leads aimlessly and actually closing deals.

So, take the time to plan it out and put it into motion when you're confident you’ve got it right. And whatever you do, don’t cut corners - success on LinkedIn is all about doing things the right way.

Just keep in mind that results may not come overnight. But that’s just part of the process. Be patient, stay consistent, and tweak things as needed. Over time, it’ll all start to click, and your hard work will pay off.

In B2B sales, prospects rarely say ‘’I’m ready to buy’’ outright. They do, however, leave digital breadcrumbs, drop verbal hints, or show signs in their behavior that tell you exactly where they are in their decision-making process. These are called buying signals. Now, knowing they exist and what they are is one thing. But recognizing them, not to mention acting upon them? That’s a whole different story.

Having been in the B2B space for years, we have analyzed thousands of buying signals. Some were loud and clear - a demo request or a pricing inquiry. Others were more subtle, like a prospect revisiting your LinkedIn profile or forwarding your email to a colleague.

What we’ve learned is this: recognizing buying signals in real-time is a skill. Acting on them the right way is a strategy.

Now, it’s time you picked up on both the skill and the strategy. Thus, we’ll be walking you through the different types of B2B buying signals, both obvious and those not-so-much, and show you how to interpret them the right way. You'll also learn how to respond to them appropriately and how to make them work not just for new leads, but for nurturing existing customers too.

What are buying signals and why do they matter?

A buying signal is any action, behavior, or cue that suggests a prospect is considering a purchase. While there are different ways to categorize these signals (by type, channel, or funnel stage), they’re most commonly grouped by strength: strong, medium, or weak. This is usually based on 2 things: how directly the action indicates intent (e.g., booking a demo vs. liking a social post), and how close the buyer is to making a decision.

Now, why bother studying them? Because 77% of B2B buyers do their own research before talking to a sales rep. Which means that, by the time they get in touch, around 70% of the buying process has already unfolded. That said, if you’re waiting for them to raise their hand, you're already behind.

Buying signals help you act before that. They let you spot intent early, prioritize high-interest accounts, and personalize your approach to meet prospects exactly where they are in their decision-making process.

That said, buying signals aren’t just for new leads. They also show up in your existing customer base, for example, when someone starts exploring an upgrade, revisits your pricing page, or goes quiet after initial engagement. In all cases, knowing what to look for - and what to do when you see it - is what sets great reps apart.

Types of B2B buying signals

Not all buying signals are created equal. But all of them serve the same purpose: to show you where a buyer stands and what they might do next.

We’ve already mentioned that they can vary in strength. But another useful way to categorize them is based on how and where they show up during the buyer’s journey.

Broadly speaking, there are 4 core types of these buying signals:

1. Verbal buying signals

If you couldn’t guess by their name, these happen during live or chat conversations, such as in meetings, calls, or via email. You’ll hear them when a prospect asks things like:

• How long does implementation take?
• Do you offer integrations with the XYZ tool?
• What happens if we outgrow this plan?

What makes these so powerful is how explicit they are. A prospect who’s asking detailed questions is already thinking beyond discovery. Rather, they’re evaluating how your product fits into their world.

2. Nonverbal buying signals

These are trickier to catch but just as telling - especially on video calls or in-person meetings. They include body language cues, such as nodding, leaning in, taking notes, spending extra time reviewing your screen during a demo, etc.

While subtle, these behaviors often indicate interest, curiosity, or agreement. That said, a silent or still prospect isn’t necessarily disengaged. But it does take an observant seller to read between the lines.

3. Digital buying signals

You can find these by analyzing your website traffic, email engagement, content interaction, and other online behaviors that indicate growing interest.

Examples include:

• Repeated visits to your pricing or demo page
• Watching a full product video
• Clicking your CTA in a cold outreach email
• Visiting your LinkedIn profile multiple times

The upside here is scalability. Digital signals can be tracked and scored, giving your sales team constant insights on which leads are heating up and which ones need nurturing. Even better, they can help you actively move prospects down the funnel. For example, if someone keeps visiting your pricing page, your marketing team could place a banner prompting them to book a call, thereby sending warmer leads straight into your sales pipeline.

4. Firmographic, demographic, and opportunity data

These don’t come from the buyers themselves, but rather from the context around them. For example:

• A new VP of Sales joins your target account
• The company raises a Series B round
• Their team starts hiring aggressively
• Their current provider just got acquired

While these don’t scream buyer intent, they mean internal changes are on the horizon, and with them, a renewed interest in solving problems. That’s your cue to step in early, while competitors are still blind to the changes.

18 Buying signals to watch for [+ examples, strength indicators & what to do]

Now that we’ve covered the types of buying signals, let’s talk specifics. 

Below are 18 real-world examples of signals your prospects might show. We have also included examples of what they might say or how they might act, along with how strong each of the signals tends to be. As a bonus, you’ll also find tips and tricks we found extremely useful for pushing your prospects further down the sales funnel.

In terms of signals, we’ll rank them as:

• Strong: Clear indicators of purchase intent. Typically happens late in the funnel.
• Medium: Suggest the buyer is actively evaluating, but might need more nurturing.
• Weak: Indicate early interest or surface-level engagement; not enough to act on just yet, but worth monitoring.

📝 Note: A single signal rarely tells the whole story. Look for clusters of behavior. One visit to your blog? Weak. One visit, plus a case study download, plus a LinkedIn view? Now we’re talking!

Are objections buying signals?

Yes, sometimes objections are buying signals, rather than signs of rejection. In many cases, when a prospect objects, it means they’re seriously considering your solution - enough to start poking holes in it. That’s a good thing.

Just think about it. Someone who says ‘’I’m not sure this will integrate with our CRM’’ isn’t telling you no. They’re already imagining how your product would fit into their workflow. The same goes for concerns about pricing or timing. If they weren’t interested, they wouldn’t bother raising questions at all.

So don’t treat every objection as a roadblock, as some are actually proof that you’re doing something right. The point is to know when to clarify, when to reassure, and when to dig deeper, which is exactly what effective objection handling is all about.

How to identify and interpret buying signals

Spotting buying signals is part instinct, part process. Yes, some reps are naturally good at reading between the lines. But there are also practical ways to get better at it.

1. Listen actively and observe carefully

A lot of intent hides in plain sight - in how a prospect phrases something, where they pause, what they emphasize. You’ll notice it if you’re actually listening, not just waiting for your turn to speak.

The same goes for nonverbal cues on calls, video, or in person. While you can’t listen to them, you can pay attention to your prospects’ behavior. It will often tell you even more than words.

2. Use lead tracking/analytics tools

When it comes to digital signals, you won't catch them unless you're tracking what matters. Think: email open and click rates, LinkedIn profile visits, return sessions on your pricing page, content downloads, etc. Tools like Mixpanel, Leadfeeder, or Clearbit can show you who's engaging, how often, and in what way.

3. Ask open-ended questions to clarify intent

When something feels like a signal, don’t assume it is. Rather, ask.

Say a prospect brings up integrations. You could follow up with:

• Are you currently comparing tools?
• What would the ideal setup look like for your team?

Make sure your questions are open-ended instead of them being simple yes/no prompts. That way, you can test for real intent without sounding pushy, and give your prospect room to open up, which helps you qualify faster and adjust your sales process accordingly.

4. Look for patterns and validate with feedback

One action might be a fluke. Meanwhile, a cluster of actions? It’s a pattern. If a lead revisits your demo page, downloads a case study, and opens 3 emails in 2 days, there’s probably something going on. Combine behavior data with direct feedback from your calls or emails to confirm the signal before you act, though.

5. Use LinkedIn Sales Navigator Buyer Intent feature

If there were ever a cheat sheet to identify buying signals, it would have to be Sales Navigator’s Buyer Intent feature, currently available to Sales Navigator Advanced and Advanced Plus users.

This feature helps you identify not only which accounts are showing interest, but also exactly who at those accounts is engaging, and how. Not to mention, the feature is fully native, meaning you don’t need a separate intent platform or even a CRM sync to use it.

That said, here’s what it tracks and what you can see:

Now, where is the Buyer Intent feature hiding?

Well, you can access it via:

• The Account Hub dashboard (for saved accounts showing new activity)
• Lead and Account Pages (to see specific people/accounts and their actions)
• Homepage Highlights & Sales Navigator Alerts
• LinkedIn Sales Navigator filters, specifically the Buyer Intent filter and Product Category Intent (for filtering people who are interested in your category, not just your company)

All of this gives your team the context to act fast, prioritize the right people, and reach out when intent is at its peak.

Buying signal or false positive? How to tell the difference

How to respond to buying signals

Spotting a buying signal is only half the job. What you do next? That’s where the deal is won or lost.

Here’s how to respond the right way:

1. Identify the signal quickly

The window of opportunity doesn’t stay open for long. The sooner you notice and interpret the signal, the higher the chance you'll meet them while they are in decision mode. Wait too long, and that intent can fade or shift to a competitor.

2. Personalize your response based on the signal

Not every signal warrants the same playbook. A pricing inquiry? Speak about ROI. A case study download? Reference similar customers. If they watched your product video, ask what stood out.

In other words, adjust your response and sales tactics to reflect what they just did or said. That way, your message feels like a continuation of the conversation.

3. Address concerns and offer help

If the signal is mixed, like a pricing objection or hesitation about fit, that’s not a red flag; it’s a conversation starter, so don’t dodge it. Instead, acknowledge the concern and provide help. You could pull in a case study, loop in a colleague, or simply ask them if they want you to walk through how other customers have handled the same issue.

4. Create a slight urgency

No one likes being rushed - but no one wants to miss out either (hence the FOMO). That’s where subtle urgency comes in. You can mention onboarding timelines, expiring offers (only if real), or limited capacity, but keep the tone helpful, not hungry. Urgency works best when it sounds like guidance rather than desperation.

5. Guide the prospect toward the next step or close

Every signal should move the deal forward. Your job? Make that next step clear and easy. That might mean scheduling another call, sending a proposal, getting feedback from other stakeholders, or confirming implementation timelines. Whatever it is, don’t assume they’ll take the leap alone - lead them there.

Taking advantage of buying signals

Spotting a buying signal is all fun and games. But you still need to act on it. The good news is you can do that through Skylead- your ultimate LinkedIn automation tool and cold email software.

Skylead is best known for Smart sequences, a.k.a. smart outreach sequences that combine if/else conditions with outreach actions. Smart sequences help you react based on your lead’s behavior, helping you reach them through the fastest possible route.

Now, what’s good about these sequences is that they let you structure your sales outreach in a way that:

• Recognizes buying signals
• Responds to them 

Here’s what that might look like in practice:

Scenario 1: Prospect opens your email

Say you want to address a buying signal where your prospect opens your email but doesn’t reply.

Start by adding an Email step to your sequence. Then, right after it, insert the “If email opened” condition.

Now, say the lead opened your email but didn’t respond. Then, you can add a new path with a follow-up email after no response - one that’s more direct or designed to re-engage interest.

Scenario 2: Prospect clicks your meeting link

Now imagine your first email includes a link to book a call. After that step, you add the “If email link clicked” condition.

If they click but don’t respond, just plug in another Email step to the “yes” path. In this message, you can offer alternative time slots or ask if they need more info before booking, making it easier for them to take the next step.

Not sure which message will work best? Run an A/B test with up to 5 versions to see what resonates. 

Want to make it personal? Add variables (or define your own custom variables) to your message to make it feel custom-made. 

And if you really want to stand out, use Skylead’s native Image & GIF personalization feature. You can add names, pictures, logos, or custom text to your visuals and see your reply rates jump by up to 76%.

Even better, there’s no cap on how far you can scale this. In fact, you can:

• Connect unlimited mailboxes to send tens of thousands of emails per month, all at no extra cost.
• Warm up infinite mailboxes so your emails land in the primary inbox, not spam.

And if you don’t have your leads’ emails yet? No problem. Just add a “Find & Verify Email” step to your Smart sequence. Skylead will discover and double-verify each email before sending anything, so your outreach keeps flowing without interruptions.

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Frequently asked questions

What’s the difference between a sales trigger and a buying signal?

A sales trigger is an external event that creates an opportunity to sell, like a company raising funding, hiring new leadership, or launching a new product. It’s a sign that something’s changing inside the business. A buying signal, on the other hand, is a specific action or cue from the buyer that indicates interest or intent, like watching your product video, asking about onboarding, or replying to a cold email.

Can you automate buying signal detection?

Yes. Most sales and marketing platforms now offer behavioral tracking that can detect buying signals in real time. These tools often integrate with CRMs for sales and sales outreach tools, thereby helping you act on signals as well.

Are buying signals useful for cold outreach?

Absolutely. While buying signals are often associated with warm leads, they’re just as powerful in cold outreach. That’s because, even in cold outreach campaigns, prospects show intent by opening emails, clicking links, replying with questions, etc.

These micro-signals help you:

• Prioritize the right leads
• Adjust your messaging
• Know when it’s time to follow up or try multichannel outreach

What if I misread a buying signal?

It happens. Not every action means a prospect is ready to engage. But if you misread a signal, the point is to remain helpful and keep it low-pressure. You can send a follow-up that adds value or asks a clarifying question, as it won’t hurt the relationship. In fact, it might even uncover the real intent you didn’t see at first.

Deals go to those who notice the buying signals

Prospects rarely come out and say, “I’m ready to buy.” But their actions? They give you all the clues.

Spotting those buying signals and reacting fast is what makes the difference - and Skylead helps you do both!

Try it free for 7 days and start turning silent signals into booked calls, more replies, and 3x more deals.