# Starter Workflow

## Pre-requisites

<details>

<summary>An outbound sequence for low intent prospects</summary>

Overall principles:

* Focus on value over asks
* Create micro-moments of value — small insights, not heavy assets
* Plant ideas. Don’t chase meetings (yet).
* Make sure it's fully automatable, you don't want to waste time on these with human touches
* No breakup email, make sure the list can be recycled

Example for HockeyStack below

**Day 1: LinkedIn Connection Request**

**Day 2: Light Touch Email — No CTA**

```
Subject: How [smart company] uncovered hidden pipeline.
Body:
Hey [First Name],

Sharing something you might find useful: how [customer or anonymized case study] uncovered new pipeline by tracking low-intent buying signals.
 

No pitch — just thought it might be relevant if you’re thinking about improving attribution or automating SDR research.

[Link to short case study / blog post]
```

**Day 5: LinkedIn Message / InMail**

<pre><code><strong>Hey [First Name],
</strong>
Hope you’re doing well — saw you’re leading [function/team] at [Company Name], so figured I’d reach out.

A lot of teams we talk to are realizing that the real growth isn’t just from leads ready to buy now — it’s from catching the ones who are *almost* there but not raising their hand yet.

It’s a shift we’re seeing everywhere, and honestly, it’s where the biggest pipeline lifts are happening.

Not pitching anything — just always curious how others are thinking about it lately.

Would love to hear your take if you’re open.

- [Your Name]
</code></pre>

**Day 7: “Cheat Sheet” Email (Still No Ask)**

```
Subject: Quick wins for marketing ops teams.
Body:

[First Name],

Made a quick cheat sheet for marketing ops and demand gen teams trying to surface hidden intent earlier.

Might save you some time.

[Link to 1-pager or useful guide]
```

etc. etc. continue for 30-45 days with 1-2 touches per week

</details>

<details>

<summary>An outbound sequence for high intent prospects</summary>

Overall principles:

* Strike fast while interest is high
* Personalization > Volume
* Cold Calls will work
* Direct CTAs but keep it conversational
* Always add a clear reason why *now*

Example for HockeyStack below

**Day 0: Email**

```
Subject: Saw you exploring HockeyStack
Body:

Hey [First Name],

Saw you were checking out HockeyStack — usually when we see that, teams are looking for a better way to connect marketing programs to pipeline and revenue.

HockeyStack gives you **the most flexible reporting platform** for marketing teams — without needing 6 months of setup, SQL, or external consultants.

It’s self-serve, built for scale, and can surface hidden revenue-driving signals that traditional attribution misses.

If you’re actively thinking about this, I can send a few frameworks our customers are using to speed up attribution, surface hidden pipeline, and automate outbound workflows.

Want me to send them over?
```

**Day 0: Cold call**

**Day 1: Cold call**

**Day 2: Followup email and InMail**

```
Subject: How teams are unlocking 30% more pipeline with HockeyStack

Body:

[First Name],

Thought you’d find this useful: here’s how teams are uncovering hidden pipeline with HockeyStack by **tracking low-intent buying signals** and **automating manual SDR research**.

Instead of waiting for high-intent form fills, they’re identifying accounts *before* they raise their hand.

Wrote up a quick breakdown here: [Link]

If you want, I can walk you through the exact workflows that are working right now.

[Calendar Link]
```

**Day 2: Cold call**

**Day 3: Cold call**

**Day 4: Cold call**

**Day 4: Followup InMail**

```
Hey [First Name],

If you’re still exploring how to scale pipeline and connect marketing to revenue faster, happy to swap a few ideas.

HockeyStack’s been helping teams surface revenue-driving accounts 6+ months earlier than traditional attribution.

Shoot me a note if you’d want a quick breakdown.
```

etc. etc. it's good to be aggressive to book the meeting at this stage and cold calls will definitely work for most audiences

</details>

<details>

<summary>A LinkedIn &#x26; Stackadapt campaign for low intent prospects</summary>

**LinkedIn:**

* Content drop with image
* Content drop with conversation ads
* Thought leadership ads

**StackAdapt:**

* Content drop with image

</details>

<details>

<summary>A LinkedIn &#x26; Stackadapt campaign for high intent prospects</summary>

**LinkedIn Ads:**

* Conversation ads w/ heavier CTA: Offer custom demo or consultation
* Case study video ads: 30-45 sec testimonial clips
* Case study image ads
* Product image ads

**StackAdapt Ads:**

* Product image ads
* Case study image ads

</details>

#### **Step 1: Create a view in HockeyStack Account Intelligence for Cold or Warm intent score ICP companies with Stage = no current stage**

<figure><img src="https://318687664-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FedLASfWbQxGa0eYkwALS%2Fuploads%2FUrlCFZyrz9rUBFVJJC2c%2FScreenshot%202025-08-21%20at%2011.45.16%E2%80%AFAM.png?alt=media&#x26;token=02c513ab-d6ec-4809-a434-e1af625fa626" alt=""><figcaption></figcaption></figure>

Edit the filters according to your own business

#### **Step 2: Duplicate the view and change scoring filter to Hot and On Fire**

#### **Step 3: Create a workflow to sync low intent view into LinkedIn, StackAdapt, and Outreach**

<figure><img src="https://318687664-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FedLASfWbQxGa0eYkwALS%2Fuploads%2F10EcMwPE1IfH0g37PBpm%2FScreenshot%202025-09-24%20at%202.35.30%E2%80%AFPM.png?alt=media&#x26;token=3fefa9fc-1eb7-4d87-ab98-616a4b01e4fc" alt=""><figcaption></figcaption></figure>

#### **Step 4: Duplicate the same workflow for the high intent view**
