How to make a pipeline for outreach in Contactually

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How to make a pipeline for outreach in Contactually

Video Transcript

Speakers in this video: Jimmy (GetApp) and Brandt (Contactually)

Brandt: So let's make a simple three-stage pipeline. We'll call this a pipeline where we're developing interests and hopefully gaining guests to the GetApp recordings here.

So I'm going to call this stage "initial outreach". Then I'm going to do another stage for when they have expressed interest and finally for scheduled first meeting.

Jimmy: Okay.

Brandt: Now from here, this is going to be very simple but you'd ask "Well, what about if I want to make sure that I reach back out if things are stopped in their track and nothing's happened, right?"

So what we can do is maybe let's say they expressed interest. You say to yourself okay if we don't communicate for a period of 14 days, I definitely need to reach back out and re-engage.

Jimmy: Okay.

Brandt: We'll go ahead.

Jimmy: Once someone is at that stage, so I've moved them along to that stage from the last email that I sent them and based on the stage they're at, that clock will start ticking.

Brandt: That's correct. So if we put a deal in here that has a contact, that contact is going to have the 14-day reminder active on it. Just like with the bucket, we're going to look at the last time you spoke with the contact. If it has been more than 14 days, we're going to generate a reminder for you.