workflow
Report an issue
Automated Multi-Channel B2B Sales Outreach Workflow
A comprehensive workflow to build, launch, and manage automated, AI-driven sales engagement campaigns using Reply.io and AI assistants.
6-step workflow5 KBUpdated 3/9/2026
Sales AutomationCold EmailLead GenerationCRMMulti-channel
Automated Multi-Channel B2B Sales Outreach Workflow
2.5 Hours
Intermediate
6 steps (showing 2)
1
Export Targeted Lead List
Input:
Ideal Customer Profile (ICP) criteria (industry, job title, company size)
Action:
Use advanced filters to identify your target prospects. Export the lead list via your preferred scraping tool into a CSV file. Ensure you capture crucial custom variables like First Name, Company Name, Industry, and LinkedIn Profile URL.
Output:
A clean CSV file of targeted prospects ready for outreach.
30 minutes
→ Next: Generate personalized, high-converting sequence copy using AI.
2
Generate Email Sequence Frameworks
Workflow·Automated Multi-Channel B2B Sales Outreach Workflow