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Making Outbound B2B Email Part of Your GTM Strategy

Most companies remain invisible until they take deliberate action to build awareness. Outbound email is fast, inexpensive, and forces you to clarify your ICP, value proposition, and messaging. This guide walks you through launching a credible outbound sequence using Clay and Instantly, with quality safeguards that protect deliverability and practical steps you can execute today. Whether you run it yourself or partner with experts, you'll understand the system that turns invisibility into pipeline.

Estimated read time: 5 minutes

You launched your company, revamped your website, released your product. Now you're waiting for customers to discover it.

They won't. 

→ Build it and they will not come. 

→ Build it and tell the right people and they might come. 

The reality is most companies are barely whispering to their audience when they need to be yelling louder. Outbound b2b email is still a great way to test that hypothesis. It's inexpensive, forces clarity about who you serve and why they care, and generates signal in days instead of months.

This guide shows you how to launch a credible outbound sales strategy this week. Follow the checklist for a working campaign, or contact Trelliswork to build and run the full system for you.

Quick Start Checklist

Launch your first outbound sequence by following these steps:

  1. Define your ICP filters (industry, company size, location, tech stack)
  2. Pull 500–1,000 leads using Clay with email validation
  3. Build a 3-email sequence in Instantly with merge tags
  4. Test with 50 leads to verify formatting and deliverability
  5. Monitor bounce rate (flag if above 5%) and reply patterns
  6. Iterate messaging based on response data
  7. Scale to full list once tests pass quality gates

The System: End-to-End Setup

Prospecting (We use Clay)

The workflow starts with finding the contacts you want to reach out to with your email sequence. We use Clay.com for our prospecting workflow. It’s a newer kid on the block, but they embrace the modern GTM engineering mindset, which is awesome. Apollo.io is the alternative we use, and in some cases we find it’s easier to just use the same tool we’re sending outbound emails from with instantly.ai as they’ve been improving their prospecting database a ton. In either case, the workflows are similar:

Step Action Why It Matters
1 Define ICP filters: industry, company size, location, tech stack These filters prevent wasted sends and improve reply rates
2 Pull company list from data sources Start with 500–1,000 records for your first campaign. Going too broad dilutes your message
3 Find decision-makers by title and seniority Match titles to your buying committee. A mismatch here kills conversion regardless of message quality
4 Run waterfall enrichment to find valid emails: Apollo → Hunter → Dropcontact → Snov Each tool has different coverage. Waterfall enrichment maximizes valid email discovery while maintaining data quality
5 Export a clean CSV with first name, last name, email, company, title Clean data prevents merge tag failures and maintains professional presentation

Campaign Configuration (We use Instantly and Hubspot)

Instantly handles sequence delivery, personalization, and inbox rotation. The difference between using instantly and Hubspot will come down to pricing and ease of use, and whether you want to keep your sending accounts separate from your primary domain (slightly more complicated setup, but isolates your sending accounts from any negative spam impact to your primary domain). Here’s the general setup once you’ve done the initial configuration for email accounts.

Step Action Why It Matters
1 Build a 3–5 email sequence with 3–4 day delays Email 1 introduces value and asks a qualifying question. Email 2 provides proof or a relevant insight. Email 3 offers a clear next step. Space emails 3–4 days apart. Too frequent feels aggressive. Too slow loses momentum
2 Use merge tags for personalization: {{firstName}}, {{companyName}} A simple "Hi {{firstName}}, I noticed {{companyName}} works in [industry]" works better than manufactured flattery
3 Set schedule: business hours, weekdays only, daily send limits Configure sends for 8am–5pm in recipient's timezone, Monday through Friday. New domains start at 20–30 sends per day
4 Configure sender rotation if using multiple inboxes Distribute volume across domains to protect sender reputation. Instantly rotates automatically when you connect multiple accounts
5 Map CSV columns to campaign fields Preview before launching to catch mapping errors
6 Preview personalization across samples Check 10–20 random contacts. Look for formatting breaks, missing data, or merge tag failures
7 Send a test email to verify formatting Check mobile and desktop rendering. Broken formatting kills credibility instantly

Ongoing Operations

Launch is the start, not the finish. B2B email marketing works through iteration. Once the campaign is live and running, you can think of it as a container that you just drop more contacts into over time. And if you’ve built out automated GTM systems with tools like Clay and Instantly, you can set up evergreen contacts to automatically enroll in specific campaign sequences when new contacts show up in your prospecting filters (pretty cool). Either way, here’s the typical ongoing operations you’ll want to look at. 

Step Action Why It Matters
1 Monitor bounce rate and flag if greater than 5% Bounce rates above 5% damage sender reputation. Stop the campaign, audit your email validation process, and clean your list before resuming
2 Track opens, clicks, replies Opens show deliverability. Clicks indicate message relevance. Replies reveal message-market fit
3 Manage replies and set lead status Respond to interested prospects within an hour. Mark unsubscribes immediately. Tag objections by theme to inform future iterations
4 Add new leads via CSV to active campaigns Outbound requires volume and consistency
5 Optional: create subsequences for engaged non-responders Prospects who open multiple emails but don't reply show interest. Build a nurture sequence specifically for this segment

Messaging and Learning Loop

Outbound forces you to answer hard questions: Who exactly is your customer? What problem do they know they have? Why does your solution matter to them today?

Most founders discover gaps in their GTM strategy when prospects ignore perfectly formatted emails. That's valuable. Silence reveals unclear positioning, weak value propositions, or incorrect ICP assumptions.

Assess message-market fit by reply patterns:

  • High opens, no replies – Deliverability works, message doesn't resonate
  • Low opens – Sender reputation or subject line problem
  • Interested questions – Strong signal, but unclear call-to-action
  • Follow-up requests – Message-market fit confirmed

Run focused experiments. Change one variable per test: subject line, opening hook, proof point, or call-to-action. Track results for 100+ sends before concluding.

Sales outreach strategy improves through repetition and disciplined measurement, not guesswork.

Real Results: $3.2M in New B2B Pipeline for Warehouse Automation Leader

When a warehouse automation leader needed to accelerate pipeline generation, we built and launched targeted outbound sequences focused on their ICP in supply chain and warehouse automation. Within four weeks, the campaigns generated $3.2M in qualified deal pipeline across 3 opportunities..

The system worked because we combined tight ICP filtering (decision-makers at companies with specific automation needs), clear value messaging (ROI-focused proof points), and disciplined follow-up sequences. No magic. Just systematic execution of the fundamentals outlined above.

Outbound Email Sequence Details - Below the Surface

Get Started Today

What are you waiting for? Launch your outbound sequence this week! Or, if you’d rather have someone else just take care of it for you, let’s connect.  

FAQs

Q: How much does it cost to run outbound email?
Clay runs $150–300/month depending on enrichment volume. Instantly costs $30–100/month per inbox. Total monthly spend for a small operation: $200–500. Compare that to a single trade show or one month of paid ads.

Q: How long until I see results?
You'll get initial replies within 3–5 days of launch. Meaningful signal (10+ conversations) requires 2–4 weeks and 500+ sends. Outbound is fast compared to SEO or content marketing, not instant.

Q: Do I need multiple domains?
Start with one well-configured domain. Add sender rotation (multiple inboxes on different domains) when you exceed 50 sends per day or want to protect your primary domain reputation.

Q: How many emails should be in my sequence?
Three to five emails. Three is minimum for adequate follow-up. More than five rarely improves response rates and risks annoying prospects.

Q: What's a good response rate?For B2B outbound: 1–3% positive reply rate is standard. 5%+ is excellent. Anything below 1% signals ICP or messaging problems. Track total replies (including negative) to gauge overall engagement.

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