B2B outreach CRM workflow (anonymized)
A 2-person SaaS sales team outgrew spreadsheets but did not want Salesforce complexity.
This is an anonymized workflow example—not a named customer case study. Results vary by niche, offer, and compliance practices.
Scenario
They alternated between Apollo trials (credit limits) and manual LinkedIn lookups.
Approach
- Standardized hunts by ICP in Leads Lord
- Used hasEmail filters and onlyNotEmailedYet before campaigns
- Ran 3-step sequences with reply stops
Outcomes (illustrative)
- One workspace for list + send + history
- Lower software spend vs per-seat database tools (verify your own pricing)
Related pages
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Hunt B2B leads, review contacts, and run email or WhatsApp outreach in one workspace—with transparent plans for small teams.