--- title: AviaryAI 30-Day Outreach Sequences — Strategy Docs & Email Copy type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2026-02-11-aviaryai-weekly-call-121746286.md tags: - outbound-sales - abm - email-automation - linkedin - hubspot - client:aviaryai - sequences - credit-unions layer: 2 client_source: null industry_context: null transferable: true --- # AviaryAI 30-Day Outreach Sequences — Strategy Docs & Email Copy ## Overview As part of the [[wiki/clients/aviaryai/index|AviaryAI]] 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 [[wiki/knowledge/crm/hubspot-abm-pipeline|HubSpot's ABM Pipeline]], where they sit alongside the companion [[wiki/knowledge/outbound-sales/aviary-account-research-intelligence|Research Intelligence Docs]]. --- ## 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: | Day | Action | Type | |-----|--------|------| | 0 | Pattern interrupt email | Email | | 4 | Social proof email | Email | | 7 | LinkedIn connection request | LinkedIn | | 9 | Follow-up email | Email | | … | … | … | | 30 | Breakup email (if no response) | Email | > **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 [[wiki/knowledge/outbound-sales/linkedin-automation-research|LinkedIn Automation Research]]) ### 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 [[wiki/knowledge/outbound-sales/sendgrid-drip-campaign-tier2|SendGrid Drip Campaign — Tier 2/3]] 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 - [[wiki/clients/aviaryai/index|AviaryAI Client Index]] - [[wiki/knowledge/outbound-sales/aviary-account-research-intelligence|AviaryAI Account Research Intelligence Docs]] - [[wiki/knowledge/crm/hubspot-abm-pipeline|HubSpot ABM Pipeline Setup]] - [[wiki/knowledge/outbound-sales/sendgrid-drip-campaign-tier2|SendGrid Drip Campaign — Tier 2/3 Accounts]] - [[wiki/knowledge/outbound-sales/linkedin-automation-research|LinkedIn Automation Research]] - [[wiki/meetings/2026-02-11-aviaryai-weekly-call|Meeting: AviaryAI Weekly Call — ABM Strategy & HubSpot Implementation Review]]