Lead Gen

Sales Navigator to Sequence Workflow

A practical workflow for moving from prospect search to launch-ready outreach campaigns.

What you will build

Step 1

Build the search around one motion

Step 2

Clean the list before import

Step 3

Group by messaging angle

Step 4

Launch with review enabled

Run the playbook step by step

01

Build the search around one motion

Use filters that reflect one market hypothesis instead of trying to cover every possible buyer at once.

02

Clean the list before import

Remove weak-fit accounts and duplicate contacts before they ever enter a sequence.

03

Group by messaging angle

Segment leads into smaller pools so sequences can reflect the right problem and value prop.

04

Launch with review enabled

Approve message drafts in batches to keep quality high without slowing down throughput.

More playbooks to sharpen your outreach

Keep the momentum going with adjacent workflows for personalization, sequencing, and conversion.

Lead Gen

Trigger-Based Prospecting Map

Use buying signals to prioritize who enters outreach first and why now matters.

Open playbook

Turn these playbooks into live campaigns

Launch faster with AI-personalized drafts, review queues, and sequence control built into Outly.

85% of our free trial users get 5 leads within their trial

Outly team