Starter Workflow
Last updated
Last updated
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
Hey [First Name],
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]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
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
LinkedIn:
Content drop with image
Content drop with conversation ads
Thought leadership ads
StackAdapt:
Content drop with image
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
Edit the ICP definition according to your own business
