Step 1
Contacts at target accounts identified
Outreach
Agents used
AI Agent Recipe
Engage senior decision-makers with outreach that helps build credibility and move deals faster.
What this recipe gets you
Solves for high value opportunities that stall or never advance due to a lack of senior leadership buy-in.
CREDIBILITY
Build internal consensus
Senior stakeholders get engaged sooner, helping create top-down support before deals pause or priorities drift.
RELEVANCE
Earn leadership engagement
Interactions are grounded in real business context, making conversations more relevant and worth responding to.
REVENUE
Improve win rates across deals
Executive outreach helps your team reach decision-makers at the right moment and improve overall revenue outcomes.
How it works
Outreach connects to the tools your team already uses, then uses AI agents to identify the right executives, research the account, and draft relevant outreach on behalf of your team. Here’s the full path from a priority account to a message that earns attention at the leadership level.
1
Contacts at target accounts identified
Outreach
2
Revenue Agent engages stakeholders
AI Agent
3
Research Agent builds the account picture
AI Agent
4
Personalization Agent customizes the message
AI Agent
5
Outreach sends on behalf of the exec
Action
Above-the-line stakeholders at priority accounts are surfaced from CRM data or account enrichment.
It sources and enrolls contacts into an executive-focused sequence on behalf of a senior-level leader.
It pulls current strategic priorities, recent news, and key context across conversations to inform the approach.
It tailors the outreach for the audience, connecting knowledge to a high-relevance pitch that drives interest.
Highly personalized messaging goes out to the executive, timed and tuned to earn attention at the right level.
See the recipe in action
Book time to see your AI agent recipes in action and explore how they can help your team drive predictable revenue with Outreach.
Configuring your agents is easy
In Outreach, you set up an agent once using plain-language instructions. No code required. You tell it what to look for and what to produce. Here's how the agents in this recipe work together: one gathers the context, the other turns it into a message.
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FAQ
Who should I target for executive outreach?
The recipe identifies the economic buyer—usually a C-level exec or VP overseeing the department that would use your product. It cross-references org structures, job changes, and LinkedIn data to find the right person and their likely concerns.
What topics should executive outreach cover?
The Research Agent analyzes company news, earnings reports, and hiring patterns to surface what's likely on the executive's mind (revenue growth, operational efficiency, headcount planning, etc.). The Personalization Agent then frames your solution in those terms.
Isn't cold outreach to executives ineffective?
Cold, generic outreach is. Highly personalized, well-researched outreach that speaks to their stated priorities and challenges gets open rates of 20-30% and response rates of 5-10% from executives—much higher than average business development.
Should this replace my sales development team?
No. This recipe automates the research and drafting; your sales development team (or AE) then personalizes further and sends. Think of it as giving your team 90% of the way there so they can focus on the 10% that's truly bespoke.
How long should executive outreach sequences be?
For top accounts, we recommend 4-5 touches over 30 days: an initial email, a LinkedIn message, a phone call, a follow-up email, and a final outreach. This recipe auto-spaces these and personalizes each one based on engagement.
What's a realistic conversion rate for this recipe?
Executive outreach typically converts 2-5% into meetings. For your top 100 accounts, that's 2-5 net new meetings per month—which often accelerate into your largest deals because they come with built-in executive sponsorship.
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