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Picture of The PhantomBuster TeamBy The PhantomBuster Team
September 11, 20245 min read

How to Automate a Warm Outbound Strategy

A warm outbound strategy focuses on prospects who’ve shown intent or have engaged with your brand, making outreach more efficient. Here's how to automate it.

Want to fill your pipeline with high-quality outbound leads? Generate more custom leads that convert with a warm outbound strategy.

Cold calls often target leads who don’t know you.

Start with a warm outbound approach to reduce time spent on fruitless outreach and enhance your outbound efforts.

TL;DR

  • A cold outreach strategy targets leads who haven't heard or engaged with your business. In contrast, a warm outbound strategy focuses on prospects who have shown buyer intent or have had prior contact with your brand.

  • To switch from cold calling to engaging with warm leads, automate a warm outbound strategy in three steps.

Here's how to implement a warm outbound strategy with PhantomBuster:

  1. Building lead lists based on intent signals. Examples of intent include liking a competitor's posts, attending an event, or following an influencer.

  2. Use the AI LinkedIn Message Writer Phantom to write personalized messages for each lead. This will help turn cold outreach messages into warm messages.

  3. Sync data to your CRM to launch email outreach sequences or warm calling.

  4. Use the LinkedIn outreach Phantom to automate connection requests using the AI messages generated previously and up to three follow-ups.

  • Use PhantomBuster to find prospects based on intent signals, create lead lists, and personalize outreach through AI-generated messages.

Warm outbound vs cold outbound

Warm outbound outreach focuses on reaching potential customers who have previously interacted with your brand or are showing buying intent, such as engaging online with a competitor's posts.

It can be done using warm calls, LinkedIn outreach, or email.

In comparison, cold outbound involves contacting cold leads who haven't interacted with your brand or haven't demonstrated any interest or intent.

How to automate a warm outbound strategy

Automating a warm outbound strategy can be done in a few steps. We'll show you how you can do it using PhantomBuster:

1. List intent signals you should track

Intent signals (or buying signals) are actions or behaviors that indicate a potential buyer is showing interest in your product, service, or industry.

These can include:

Start by identifying the strongest signals that your ideal customer profile would trigger. Focusing on the right data is key.

You can look at existing customers to understand their behavior before purchasing and list the events as strong intent signals.

2. Build lead lists

Instead of buying dated lead data from lead list sellers, you can use tools to extract fresh data from LinkedIn based on some intent signals.

Here's an example of extracting a list of people who commented on a post using the LinkedIn company post commenter and liker scraper automation.

Enter the URL of the company page from which you want to extract data; in this example, we'll use Hubspot as the company.

You can use this automation to extract people who engage with your competitor's posts or brands that your ICP follows.

linkedin post commenter scraper hubspot

Run this automation to extract likes and comments from posts and add them to a leads list.

linkedin post commenter scraper hubspot results list

You can then export the data as a CSV file or sync it into your CRM for your sales teams.

phantombuster hubspot phantoms automations

Keep your HubSpot contact up to date with PhantomBuster pre-built automations. Try it free!

3. Use AI to write targeted messages

Once you have a list of leads, the next step is to write personalized connection messages. This, too, can be automated.

Use the AI LinkedIn Message Writer Phantom to generate individual messages for each prospect.

When automating with PhantomBuster, you can use the output of one Phantom as input for another. Use the list generated before as input for the AI Phantom.

ai personalized linkedin message hubspot list phantom chain

Next, select a prompt template or write your own.

The lead list we just created has prospects that engaged with a company's posts. A good prompt will include this information so the AI can incorporate previous engagement data into the messaging.

Screenshot_2024 12 17_at_10.34.37

Copy the prompt from below:

Write a compelling, concise LinkedIn sales connection message based on the LinkedIn profile data fed to you and the below instructions.

Act as me, <add your name> <your job title> at <your company name.> The goal is to establish a connection, showcase my value proposition, and generate interest in potential business collaboration. Please make sure to personalize the message, keep it under 280 characters, and include the following elements:

1. Mention something about their comment on HubSpot's post

2.. Clearly state exactly one purpose of the message, such as exploring potential collaboration, sharing insights, or discussing a specific opportunity.

3. Provide a concise and compelling value proposition for my product: <name of your product>. <value proposition of your product>

4. Conclude the message by expressing gratitude and adding, “Let’s chat!”

This will enrich your list with a personalized message for each prospect.

ai personalized linkedin message results hubspot list

Personalize the prompt to suit your sales rep or company's tone of voice. Many sales teams skip this step.

This results in prospects receiving similar messages from multiple sales reps, which is the opposite of a personalized outreach strategy and can lead to a lower success rate.

4. Automate outreach sequences to warm leads

You can automate outreach now that you have the perfect AI-generated message for your leads.

There are two options to achieve this:

  1. Send lead list data to HubSpot and launch your existing outreach flows. You can use the HubSpot Contact Sender Phantom for this.

    hubspot contact sender phantom sync lists

  2. Target accounts in the list with automated outreach using the LinkedIn Outreach Phantom. You'll use the list we created as input.

    warm outbound hubspot commenters and likers

A personalized message can improve the response rate more than a warm call.

Instead of writing a generic message from scratch, you can use the AI message we generated in the previous step.

Input the placeholder tag, and the automation will use the data in your lead list to automate connection requests.

warm outbound hubspot commenters likers ai message placeholder

Tools for automated outbound

Automating outbound lead generation saves time, but only if you use the right tools.

Here's what you need to use to implement a warm lead strategy.

PhantomBuster

PhantomBuster is a powerful automation tool that helps you build accurate prospect lists and automate LinkedIn outreach. Export targeted leads based on online behavior signals from social media platforms and use AI to enrich and prioritize those leads.

  • Export LinkedIn data and build accurate lists based on intent signals.

  • Enrich lead lists with LinkedIn data or AI.

  • Automate outreach on LinkedIn with personalized messages

  • Sync lead data with HubSpot

phantombuster hubspot phantoms automations

Keep your HubSpot contact up to date with PhantomBuster pre-built automations. Try it free!

Hubspot

HubSpot is a comprehensive CRM that can also track visitor behavior on your website.

  • Track page views, time spent, and specific actions like filling out forms or downloading content.

  • Set custom lead scoring based on website engagement, such as visiting a key page or other contact properties in your lead lists.

  • Trigger automated workflows, such as sending targeted emails or notifying sales teams to take immediate action when leads reach a specific score.

hubspot predictive lead scoring website

Conclusion

Incorporating a warm outbound approach into your sales efforts is essential for boosting conversion rates and engaging prospects who have already shown buying intent.

Replace cold calling or cold outreach with warm calling and warm outreach. This will generate more qualified leads and ensure a higher close rate.

Intent-based automation tools like PhantomBuster optimize your lead generation process and ensure your custom sales team is talking to the right prospects for better results.

Get a 14-day free trial here.

Written by
Picture of The PhantomBuster Team
The PhantomBuster TeamSeptember 11, 2024

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