AviaryAI 30-Day Outreach Sequences — Strategy Docs & Email Copy

Overview

As part of the ^[1] ABM buildout, a strategy document was created for each of the 90 Tier 1 credit union accounts. These documents contain a complete 30-day outreach cadence with pre-written email copy, LinkedIn messaging, and cadence rules — designed so Aaron (or a delegate) can execute personalized outreach at scale without rebuilding context for each account.

All 90 strategy documents are being uploaded to the corresponding company records in ^[2], where they sit alongside the companion ^[3].

Document Structure

Each strategy document contains the following sections:

1. Campaign Strategy Header

• Account name and primary contact(s) (e.g., "Why Matt, Why Leo")
• Primary use case match (e.g., New Member Onboarding, M&A Conversion)
• Brief rationale for prioritization

2. 30-Day Outreach Sequence

A day-by-day schedule of touchpoints across email and LinkedIn:

Rule: Never send two emails to the same person in the same week.

3. Cadence Notes & Branching Logic

• If primary contact (e.g., Matt) engages → follow branch A
• If secondary contact (e.g., Leo) engages → follow branch B
• If no engagement by day 30 → send breakup email, mark Campaign Status: Exhausted

4. Contact Intelligence

• Key individuals at the account with background details and personalization hooks (sourced from the Research Intelligence Doc)
• Additional contacts listed as secondary targets

5. Pre-Written Email Copy

Each email in the sequence includes:
- Subject Line A / Subject Line B — A/B variants to test
- Body copy — ready to copy-paste; written to appear as a direct personal send from Aaron
- Emails are numbered sequentially (Email 1 through Email N, plus a breakup variant)

6. LinkedIn Messaging Templates

• Connection request note
• Follow-up message after connection accepted
• Note: LinkedIn steps currently require manual execution; automation is under investigation (see ^[4])

7. Key Research Summary

• Condensed version of the account's pain point hypotheses, proof point matches, and competitive context — so Aaron can refresh context quickly before sending

Execution Model

Automated (Target State)

Email steps will be automated via SendGrid. All copy is already written; the sequence just needs to be loaded and triggered per account. Sebastian is building this out. Prerequisite: Aaron updates the SendGrid sender address to asymmetric.com.

See ^[5] for the parallel lower-touch sequence.

Manual (Interim / Fallback)

If SendGrid automation is delayed, a manual executor ("minion") can be given access to Aaron's email and a task list to fire Email 1 across all 90 accounts. Aaron confirmed willingness to share login for this purpose.

LinkedIn steps are manual regardless of email automation status.

Pipeline Integration

• Documents are attached to company records in the ABM Pipeline in HubSpot
• Campaign Status field tracks progress: Not Started → Sequenced → Engaged → Meeting Booked → Opportunity
• When a deal closes (Closed Won), it exits the pipeline automatically — no manual removal needed
• The team monitors wins/losses and pulls replacement accounts from the 410-account Tier 2/3 pool as needed

Cadence Rules (Summary)

• Max one email per week per contact
• 3 email opens from a Tier 2/3 account → Aaron notified for personal outreach → account promoted to Tier 1 sequence
• Positive reply from any account → move to Tier 1 ABM sequence immediately
• No response after full 30-day sequence → mark exhausted, do not re-sequence without new signal

Open Items

• [ ] Mark to finish uploading all 90 strategy docs to HubSpot company records
• [ ] Aaron to update SendGrid sender to asymmetric.com to unblock email automation
• [ ] Sebastian to load email copy into SendGrid and configure sequence triggers
• [ ] LinkedIn automation solution TBD — Aaron consulting his sales network; Mark has two research threads active
• [ ] Mark to share scoring matrix used for Tier 1 account selection with Aaron and Justin

Related

• ^[6]
• ^[7]
• ^[8]
• ^[9]
• ^[4]
• ^[10]