Outbound Sales Automation: How We Booked 27 Meetings in One Month

Last month, we booked 27 meetings without adding a single extra lead to our funnel.

Most teams would call that magic. It’s not—it’s a method. The real problem? Most outbound teams treat every lead the same. One email, no response, and they move on.

We didn’t want to be “most teams.” So we built something smarter—three automated plays that capture intent signals, prioritize prospects, and trigger the right outreach.

Outbound sales automation works best when you track intent signals, tier leads by priority, and match your outreach accordingly. 

In our case, automating three plays—LinkedIn profile visits, website pricing/demo visits, and social engagement—helped us convert warm traffic into 27 booked meetings in just one month.

Source: Linkedin User

The 3 Automated Plays That Changed Everything

The key? Stop guessing who’s interested. We let the data do the talking:

1. Profile Visitors – Someone views your LinkedIn profile (easy signal of curiosity).
2. Website Visitors – Checked your pricing or demo page (we use Common Room for tracking).
3. Social Engagers – Liked or commented on your posts (Trigify makes this easy).

Why it works:

You’re not starting from a cold. These people have already interacted with you—they’re halfway to raising their hand.

Tiering Leads by Intent

Not all signals are equal. Someone on your pricing page is hotter than someone who just liked a LinkedIn post.

Here’s how we sort them:

Tier 1 – High Intent

• Email sequence
• Manual LinkedIn follow-up
• Phone calls

Tier 2 – Medium Intent

• Email sequence
• Phone outreach (we call from Attio using Aircall)

Tier 3 – Low Intent

• Email sequence only (we like Lemlist or Instantly.ai)

How We Automated the Entire Thing

The beauty of this system is we don’t manually assign leads.

• Clay captures the intent signals.
• It assigns a tier automatically.
• That triggers the right outreach sequence in our tools.

End result?

• No missed hot leads.
• No wasted energy on low-intent prospects.
• More meetings without more traffic.

Why Most Teams Get This Wrong

The biggest mistake we see: They treat high-intent leads like cold ones.

If someone’s already visited your demo page, they don’t need a “Hey, have you heard of us?” email—they need a direct invitation to talk.

Our approach gives the best prospects the full treatment while keeping efficiency with everyone else.

Suggested Reads: 

• How a Goat Blog Makes $150K/Year With Low Traffic
• 15 AI Websites So Good You’ll Wish You Found Them Sooner

Conclusion

We didn’t reinvent outbound—we just stopped wasting good leads. By tracking intent signals, tiering prospects, and automating the outreach, we booked 27 meetings from the same traffic we already had.

If your outbound feels like shouting into the void, start by asking: “What signals am I tracking to prioritize my outreach?”

Explore more AI-powered sales tools on TheAISurf.

FAQs

Q1: How do you capture intent data for outbound sales?

Tools like Clay, Common Room, and Trigify pull in signals from LinkedIn, website visits, and social activity, then trigger automated outreach.

Q2: What’s the benefit of tiering leads?

Tiering ensures high-intent leads get faster, more personalized outreach, improving conversion rates without adding workload.

Q3: Can this work for small teams?

Yes—automation makes it scalable even if you only have one person handling outbound.