1. The Goal:

Your outbound isnt there just to book calls, for most readers it might be the first time they learn about your product. Especially in email outbound you dont want the first touch point to hard push for a call - it's in bad taste(this is fine in some cases will discuss more on that later in the article.).

So the goal of your outbound simply boils down to this:

Inform - treat the 1st touchpoint as a marketing email. Provide value, dont expect anything in return.
Expand - If you dont have your ICP mapped, reach out to as many demographs as you can, it might seem counter intuitive since you must already have a persona in mind that you want to reach out to but trust me, the actual buyer of your product might be someone you didnt even think of initially.
Longevity - Avoid spam triggers and maintain domain health. This might seem contradictory to the previous point, but this simply means dont just throw content out there, use simple words, flag value, lead towards a conversation.
Tracking - Sync enriched data to your CRM(Hubspot, Salesforce) from outreach tools (Heyreach, Instantly, Smartlead) via Bitscale. Maintain when you reached out what was the intent, the context. Refer to that when you reach out again.
Convert - weirdly this is the part where most teams screw up, they already have great conversations, multiple touchpoints but dont follow up... hence dont close. Don't forget what the final goal of the outreach is revenue all other metrics are vain.

2. Domain & Email Setup

A great outbound system has a great architecture supporting it. There's no two ways around it.

a. Domain Infrastructure

Buy domains dedicated to outbound (avoid using your main company domain).
Use variants of your primary domain (e.g., bitscale.ai → getbitscale.ai, bitscalehq.ai).
Set up 3–5 mailboxes per domain (e.g., yash@, alex@, rhea@) to spread sending load.

b. DNS & Authentication

Set up all records before warm-up:

Record	Purpose	Example
SPF	Authorizes sending servers	`v=spf1 include:_spf.google.com ~all`
DKIM	Encrypts email headers	Generated by your email provider
DMARC	Reports & rejects spoofing	`v=DMARC1; p=none; rua=mailto:dmarc@domain.com`
MX	Handles incoming mail	Provided by provider (Google/Microsoft)

Use Google Workspace or Inboxkit for best deliverability.

c. Mailbox Warm-Up

Tools: Warmy, or built-in warm-up from Instantly etc.
Run for at least 14 - 21 days before campaigns; gradually scale to ~15 emails/day/mailbox. Any more and you risk losing deliverability. Can push up to 30 - 40 for really old warmed up domains(like 6 months of warming/a year old domain.)

3. Outreach Platform Setup

Single channel outreach does not yield results as good as they used to, the reason for this is quite simple, Volume. The sheer number of people reaching out to anyone at a point of time has risen so much that standing out now is next to impossible. While timing does improve your odds significantly, the safe way is to have multiple channels. In the most mathematical sense if there are N no. of channels your visibility increases N times.

Recommended Platforms

Heyreach → for linkedin automation.
Instantly.ai → for high-volume, simple email sequences.
Smartlead.ai → for agency-scale sending with reply detection.

All integrate natively with Bitscale.

4. Integrations via Bitscale

Go to Integrations Tab:

Connect HubSpot, Salesforce, or Instantly/Heyreach via API keys.
Map columns in Bitscale Grids (e.g., Name, Email, Company, Role).
Enable Two-Way Sync for HubSpot → auto-update contact data when enrichments refresh.
Use the Webhook or Apify option to push new enriched leads into outreach tools.

Pro Tip:
Use auto-run conditions, e.g., “When a new row is added → Run enrichment + push to Heyreach”.

5. Data Preparation in Bitscale

Step 1: Create or Import a Grid

Upload your CSV or pull contacts directly from:
- LinkedIn Sales Navigator
- CRM
- Google Maps / LinkedIn Job Data
- Find Company Lookalikes

Step 2: Run Enrichments

Use Bitscale’s native enrichments:

People-Level: Work + personal emails, phones, LinkedIn profiles.
Company-Level: Funding, headcount, tech stack, website info.
AI Agents: Perplexity, Claude, or BitAgent for web summaries or classifications.

Step 3: Use Filters

Filter ICP (industry, funding, headcount) before pushing to outreach.
Example: Funding > 5M and Industry = SaaS.

Does the above example look good? boo yahh i caught you thinking of a super basic outreach. While this is fine when you're starting out you'd want to further contrict your ICP. Think MarOps Director from a b2b background recently joining a GRC Saas. Now this very specific ICP would have a very specific problem, solve that and you're golden.

6. Multi-Layered Enrichment Workflows

Segment your outreach based on personas decision makers face different problems than ICP. Make sure that their respective copies reflect that. Use Bitscale for this.

Layer	Target Role	Objective
C-Level	CEOs, CTOs	Strategic buy-in
Decision-Makers	VPs, Heads	Pipeline & budget owners
Champions	Managers, ICs	Internal advocates

Each layer uses enrichment data (LinkedIn, activity, lifecycle stage) to personalize content and route it to specific sequences in your outreach tool.

7. Crafting Perfect Outbound Content

Now your exact outbound copy will vary. I've come to learn that academics like more informative reachouts, so do technical peeps whereas strategy managers just want to know the impact. In essence there's no one size fits. This is what has worked for me:

Core Principles

Keep it under 70 words.
Reference why you reached out (signal, post, or shared context).
Include one strong value prop and one clear CTA.

Now you might remember i had mentioned earlier how in some cases asking for a call straightaway might make sense. Well it's just intent, no rocket science here - if you're sure someone is facing a problem straightaway ask for a call. They will be highly inclined to take you up on that offer.

Framework

Here is a common framework I have oberved working for folks:

The T.I.P.S Framework

Trigger
Have a relevant trigger that explains why you are reaching out.
This can be a variety of things: a new job change, their teams expanded, they are actively hiring for roles etc
Make it clear in the first line why it makes sense for them to talk with you.

Implication
Imply what you think is a priority based on the trigger.
For example if they have just hired 5 new reps then focusing on ramping them would likely be a priority.
This is what will show it's not some generic spray & pray.

Pain
Identify a common pain points usually faced by your ICP relating to the implication.
Dig into the pain, and why it should be a priority for them to fix.
People love to stay the same so show them the negative outcome of not changing.
BAB Framework

Social Proof
Using social proof builds your credibility in your outreach.
If you have names to drop, do it!
Then add a desired outcome they achieved from working with you.
This will tie into the next stage.

Solution
Explain how your solution got the desired outcome from the social proof.
Keep it brief the goal is to get a response, not sell them on the email.
So don't start going into depth about exactly what you do, that's what a call is for after they respond.

Soft CTA
Soft CTA to finish, the goal is to get a reply.
So stuff like "Worth a chat?" "Open to hearing more?" instead of asking for 30 minutes.
Bonus points if you use a lead magnet with a soft CTA.

Example Structure
Hey [name]
Looks like [relevant trigger], Imagine you're / thought you'd [implication based on trigger]
Usually, our customers struggle [main problem related to ICP]
So [dig into the pain]
We've been helping [social proof]
[positive outcome & how your solution did that]
[Soft CTA]

Example
Subj: Ramp Time
Hey Sam
Looks like you're hiring AE's in DC, imagine ramping them quickly is a priority.
Most sales leaders struggle to get reps ramped under 5 months.
The delays caused 65% of sales teams to miss quota in 2023.
We helped Gong's reps ramp <3 months with our coaching.
Open to seeing how?

Always use BAB when talking about pains.
Imagine you are showing the before
Then the after
Then bridge (how you helped them get there)

Personalization Inputs

The above examples have a lot of placeholders, you can generate these dynamically inside Bitscale using enrichments + formula columns.

8. Setting up multichannel

Now comes the juicy part the actual multichannel outreach, this worked for me. Might work for you, if it does shoot me a dm(will make my day).

Start with Email -

First things first - always have an offer, the contact should feel that the reachout was exclusive - 2000 free credits, free support for a year, 50 percent discount and likes.

1st cadence - async value as the CTA. Can consider providing a short deck, custom report, video etc.

2nd cadence - what problem you solve + offer reinforcement, that's it nothing else.

3rd cadence - offer to opt themselves out(you dont want to waste time on people who wont buy no matter what, give them an exit here) + ask who to reach out to(sometimes the person you're reaching out to simply doesnt handle the problem you're looking to solve, ask if there's someone else to reach out to, this also provides a warm intro to the decision maker - best case scenario).

Continue with a cold call -

Enroll contacts that did not revert in any way or form into a cold calling list and... CALL THEM. That's it!!

The email touchpoint would already have conveyed what you solve, the cold call will create urgency.

Reach out to linkedin -

They did not reply and did not pick the call, now either they're uninterested(;-;), or are being gatekept(any mail blocker, sasha their PA etc.), or they simply dont have the time to start a convo.

This is when you set up a linkedin cadence. Reference the fact that you tried to call them(worked really well for us like - "68 percent replies well"). Follow up informally. Ideally someone high in your org should do this outreach via Heyreach and likes.

Still no replies? update the last contacted and reach out again after a few months.

9. Testing & Optimization

Always test what works, a campaign brought in 6.5 percent replies - what worked?

Iterate on your high performing campaigns - one thing at a time.

Change the subject line maybe. Did the performance change?

Change the offer - what happened now?

A/B Test all of this.

This is the only way to understand what really works for you.

Area	What to Test	Tools
Deliverability	Spam triggers, DKIM/SPF alignment	Mail-Tester, GlockApps
Copy	Subject line + CTA A/B	Built-in tool in Instantly
Warm leads	Timing + signal accuracy	Bitscale intent filters
Response handling	Auto-replies, tagging	Heyreach or HubSpot rules

Schedule weekly reviews of your preferred metrics for Bitscale its calls booked.

10. Scaling the System

Once campaigns are stable:

Add new sending domains to scale horizontally.
Use Bitscale’s auto-deduplication and auto-run enrichments to keep data clean.
Refresh data every 30–45 days (job changes, new signals).
Build parallel workflows for new ICPs or geographies.

Example Full Workflow: From Data → Outreach → CRM

Here's a flow that might be a good starting point

Bitscale Grid: “US SaaS Companies Hiring [role you compliment or replace]”
Filters: Headcount 50–500, funding > $5M
Run Enrichment: Find decision-makers + hiring signals
Auto-Push: Enriched leads → Instantly
Instantly Sequence: 3-step personalized email flow
Replies: Fetch replies using webhooks and instantly alert Auto-logged in HubSpot via two-way sync, fetch unanswered contacts using the webhook functionality in bitscale using instantly alerts.
Follow-up: SDRs call em up.
Heyreach Sequence: 2 step cadence referring the previous outreaches end with an inmail.
CRM - Log the last contacted date to prevent spam.

Summary Checklist

Step	Tool	Owner
Domain & DNS Setup	Google Workspace	Tech
Mailbox Warm-Up	Warmy / Instantly	SDR Ops
CRM Integration	HubSpot + Bitscale	RevOps
Enrichment Setup	Bitscale Grids	SDR/GTM Engg
Sequence Creation	Heyreach / Instantly	SDR/GTM Engg
Reporting & Sync	Bitscale + HubSpot	Manager