OUTBOUND ORCHESTRATION

Outbound That's Actually Warm

Stop blasting cold sequences. TAM Agent triggers outbound when accounts show intent, routes to the right rep, and coordinates with ads, chat, and nurture. Every touch is informed by signals.
Outbound Orchestration is a signal-triggered sequencing system that automatically initiates multi-channel outreach (email, LinkedIn, phone) when accounts show buying intent — routing to the right rep or AI sender, personalizing based on behavior and context, and coordinating with ads, chat, and nurture to ensure no double-touching and maximum conversion.
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4.8/5 based on G2 reviews for signal-driven outbound and SDR enablement
Crush your quota

What is Outbound Orchestration?

Outbound Orchestration automates multi-channel outreach based on signals
Intent-triggered
Sequences start when accounts show signals
Multi-channel
Email, LinkedIn, phone
Rep or AI
Route to humans or let AI send
Coordinated
No double-touching with Inbound Agent
Personalized
Messages informed by behavior and context
How it differs from sales engagement tools
Apollo/Outreach
You decide who to sequence when
Warmly
Signals decide who, orchestration decides when
Rep or AI
Route to humans or let AI send
Coordinated
No double-touching with Inbound Agent
Personalized
Messages informed by behavior and context
Best for
Teams wanting signal-driven outbound
SDR orgs needing better prioritization
Anyone tired of spray-and-pray sequences
Spray-and-Pray Outbound
Signal-Driven Outbound
Build a list (refresh monthly)
Signals trigger sequences automatically
Blast everyone with same emails
Personalized based on behavior
Low reply rates (2-3%)
Higher reply rates (8-12%)
No coordination across channels
Coordinated with ads, chat, nurture
Rep burnout from cold calling
Reps focus on warm accounts
Bad Timing
Reaching out when they're not ready
Your sequence fires on a schedule, not based on signals. Account might be cold, might be researching — you have no idea.
Result: Low reply rates, annoyed prospects
Generic Messaging
Same template to everyone
"Hi {First Name}, I noticed your company does {Industry}..." — prospects can smell the mail merge. Zero relevance to their actual situation.
Result: Ignored messages, damaged brand
No Coordination
Emails + ads + chat all hitting same person
SDR sends email while Inbound Agent chats the same person while LinkedIn ad retargets them. Three touches, zero coordination, annoyed prospect.
Result: Prospect confusion, wasted impressions
Wasted Effort
Most outreach goes nowhere
2-3% reply rates mean 97% of SDR effort produces nothing. Burnout, turnover, and missed quota follow.
Result: Rep burnout, high CAC
Crush your quota
Website Signals
Website Signals
Third-Party Signals
Engagement Signals
Threshold Triggers
Signal
Trigger Logic
Multiple visits in short period
3+ visits in 7 days
Pricing page view
Any pricing page visit
Comparison/vs content
Viewed competitor comparison
Return after absence
Came back after 30+ days
Multiple stakeholders
2+ people from same account
Signal
Trigger Logic
Bombora topic surge
Researching your category
Job posting (relevant role)
Hiring SDRs, AEs, RevOps
Funding announcement
New capital available
Leadership change
New VP/C-level in role
Competitor review published
Evaluating alternatives
Signal
Trigger Logic
Email engagement without response
Opened 3+ emails, no reply
Content download
Downloaded guide or ebook
Webinar registration
Signed up for event
Ad click
Clicked LinkedIn ad
Chat conversation (no booking)
Chatted but didn't convert
Logic Type
Example
Intent score crosses threshold
Score goes from 65 → 75
Multiple signal types combine
Website + Bombora + email
Time-based persistence
Signals persist 14+ days
Custom logic combinations
Your rules, our automation
Comparison
Rep Assignment
AI-Powered Sending
Hybrid Approach
Route to account owner
AI writes personalized messages
AI drafts, rep approves
Territory-based assignment
Sends on optimal timing
AI sends routine, rep sends key accounts
Round-robin SDR team
Handles initial responses
AI handles volume, rep handles strategic
Specialist by account type
Escalates to human when appropriate
Best of both worlds
Rep Workflow
Step 1
Notification of new sequence
Step 2
Review and approve before sending
Step 3
Customize message if needed
Step 4
Execute multi-channel sequence
AI Best For
Scenario
Why AI
High volume, lower-tier accounts
Scale without rep time
Initial qualification
Qualify before rep engagement
Off-hours coverage
24/7 responsiveness
With Inbound Agent
With LinkedIn Ads
With Nurture
Visitor on site? Pause sequence, let chat engage
Seeing ads? Adjust outbound timing
In active nurture? Don't overlap
Recently chatted? Adjust sequence messaging
Clicked ad? Reference in email
Nurture completed? Outbound eligible
Meeting booked? End sequence
No ad engagement? Different approach
Graduated from nurture? Outbound triggered
No double-touching, ever. One orchestration layer manages all.
Behavior-Based
"I noticed you've been looking at our pricing page — specifically the enterprise tier..."
Signal-Based
"Saw your team is hiring SDRs — that usually means pipeline goals are increasing..."
Engagement-Based
"Thanks for attending our webinar last week. You asked about X..."
Account-Based
"Companies like [similar customer in their industry] typically see..."

How Outbound Orchestration Fits the TAM Agent Ecosystem

Crush your quota
Integration Points
TAM Agent Feature
Outbound Connection
ML Intent Scoring
Determines when accounts cross threshold for outreach
Dynamic Audiences
Defines which segments trigger which sequences
Buying Committee
Identifies who to contact at each account
Full Enrichment
Provides context for personalization
LinkedIn Ads
Coordinates ad exposure with outbound timing
Nurture Campaigns
Feeds non-responders, receives graduates
The result:Every outreach is timed to intent, targeted to the right person, and personalized with real context.
0
Higher reply rate (vs cold outbound)
0
Less time on list building
0
of replies convert to meetings
David Chase

More Deals, Same Team Size

"Warmly has allowed us to increase our pipeline targets by twenty percent without increasing headcount."
WorkBoard logo
David Chase
Sales Leaders / CROs
Charles Fox

Marketing That Converts

"We’ve doubled our average contract value, and our sales team freaking loves using it."
tovuti logo
Charles Fox
Marketing / Demand Gen
Stephanie Armand

Revenue Outcomes

"Warmly sourced MQLs closed fifty percent higher and thirty percent faster than our other sources."
qase logo
Stephanie Armand
RevOps
SDR Leaders
SDR Leaders
Sales Operations
Revenue Leaders
Rep time wasted on list building
Signals auto-queue accounts for outreach
Low reply rates
Intent-triggered timing + personalization = 3x reply rates
Rep burnout from cold calling
Reps focus on warm accounts showing intent
Inconsistent follow-up
Automated multi-channel sequences execute reliably
Ideal for:
Directors of SDR, VP Sales Development, SDR Managers
Manual sequence enrollment
Intent triggers automate enrollment
No coordination across tools
Single orchestration layer manages all channels
Routing complexity
Rules-based rep assignment and round-robin
Reporting gaps
Full funnel visibility from signal to meeting
Ideal for:
Sales Ops Directors, RevOps Leaders, GTM Ops
Pipeline generation efficiency
More meetings from same SDR headcount
Outbound ROI declining
Signal-driven targeting increases conversion
Rep productivity tracking
Clear metrics from trigger to meeting
Scale without hiring
AI handles volume, reps handle strateg
Ideal for:
CROs, VP Sales, Heads of Revenue
Connect sales engagement
Outreach, SalesLoft, or native
Define triggers
What signals start outreach
Build sequences
Or use templates
Set routing
Rep assignment rules
Go live
Signals trigger outreach automatically

Common Questions

Does this replace Outreach/SalesLoft?
How do AI-written messages work?
How does coordination work?
Can I customize sequences by segment?
What integrations are supported?
Can I exclude accounts?
How do I avoid looking automated?
What happens when someone replies?
How do signals trigger outreach?
Can reps still personalize AI-written messages?

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