CleanPlan the motion.
An outreach plan turns a ranked account into a sequence of grounded touches, each tied to a reason the buyer should care.
Ask Clean for the motion
Start from the chatbot with a plain-language request. Clean reads the lead context, your company knowledge, and the buyer signal before it turns the ask into a real outreach plan.
hey Clarissa, who are we reaching out to?
Tell Clean about the outreach you want
Get the plan asap
Clean returns a personalized strategy for every generated lead - the angle, warm path, and sequence already organized. Expand any lead to review its plan.
Here is a personalized outreach plan for your top-fit leads. Expand any lead to see its play.
What the company is about
Halyard builds robotic picking arms for mid-size third-party logistics warehouses. They closed a $14M Series A six weeks ago and just posted three SDR roles, so they are standing up a real sales team for the first time.
Reach out through Priya Raman
Priya joined last month as their first VP of Sales. She owns the new number and feels the onboarding-ramp pain directly, so she is a far better entry point than the founder or a generic info@ inbox.
Use this format
Cold email, subject "ramping 3 SDRs at Halyard". Line 1: congratulate on the Series A and name it. Line 2: tie the SDR hiring to time-to-first-meeting. Line 3: one 15-minute ask. Under 90 words, no attachment, no calendar link.
Then sequence
LinkedIn connect with a one-line note on day 1, the email on day 2, and a one-paragraph proof point from a comparable 3PL on day 5. Stop if no reply by day 8.
What the company is about
Lumen Health sells patient-intake and scheduling software to outpatient clinics. They just expanded into twelve new states and opened a RevOps lead role, which signals they are formalizing go-to-market and feeling multi-state compliance load.
Reach out through Marcus Bello
Marcus is a shared advisor who sits on Lumen's board and has worked with you before. A short forwardable intro from him lands far warmer than a cold note to their COO, so make it effortless for him to pass along.
Use this format
Send Marcus a forwardable blurb he can paste as-is: one sentence on what you do, one sentence on why Lumen specifically (multi-state intake compliance), and a single ask for a 20-minute intro call. Keep it to three sentences.
Then sequence
Once Marcus forwards it, reply within the hour with a tailored note, propose two specific times, and attach a one-page compliance overview. Follow up once after four business days, then let it rest.
What the company is about
Cedar Freight is a digital freight broker still running its entire book on spreadsheets. Their founder posts weekly on LinkedIn about thinning margins and the manual work of matching loads to carriers.
Reach out through Dana Whitlock
Dana is the founder and the clear decision maker. She is active on LinkedIn, so warm the channel by leaving a genuine comment on her latest margin post a day before you message her.
Use this format
DM, two sentences max. Reference the specific margin post, name the one manual step you remove, and ask a single question instead of pitching. No deck, no calendar link in the first message.
Then sequence
Comment on day 1, DM on day 2, and if she replies, send a 90-second Loom walkthrough on day 4. Keep everything inside LinkedIn until she opts into a call.