Meeting Timestamps

• 00:00–04:30 — Webinar context & goals
  Why this webinar was created, common patterns seen across customer accounts, and what the session focused on.

• 04:30–15:30 — New dashboard overview & alerts
  Configurable metrics, campaign health alerts, sequence bottlenecks, lead volume alerts, and how to interpret them.

• 15:30–22:30 — Why campaigns stall (too many campaigns, timing issues)
  How spreading volume across too many campaigns hurt performance and why timing mattered more than volume.

• 22:30–34:00 — Live AI targeting with signals
  How Live AI prompts were built using functions, firmographics, and buying signals instead of job titles.
  Best practices for prompt structure and validating with small lead batches.

• 34:00–41:00 — Personas & messaging inside the campaign builder
  Creating campaign-specific personas, writing one clear angle per campaign, and using {{double brackets}} for personalization.

• 41:00–45:30 — Multi-channel sequencing best practices
  Email + LinkedIn timing, same-day steps, auto-skip, and when LinkedIn-only or email-only campaigns made sense.

• 45:30–49:30 — Deliverability & open tracking
  Why open-rate tracking was discouraged and how it impacted deliverability.

• 49:30–55:00 — LinkedIn signals (Post-Likes & LinkedIn Keywords)
  How Post-Likes and LinkedIn Keywords were used to find warm, relevant audiences and when to run LinkedIn-only campaigns.

• 55:00–59:00 — Live Q&A
  Questions on suppression lists, founder-led sales, inbound reactivation, personas, attachments, and best practices.

Campaign performance comes down to targeting, messaging, and timing

Campaign success relies on three interconnected elements:

• Targeting: who you reach out to

• Messaging: what you say and how relevant it is to that audience

• Timing: when each step is delivered and how smoothly the sequence progresses

When any of these breaks, results drop quickly—but timing is the most fragile. Even strong targeting and good messaging underperform if sequences slow down or stall. The most common failure happens when a sequence gets stuck on one step (often LinkedIn), causing follow-ups to arrive days or weeks late.

Sequences work because each touch builds on the previous one while the context is still fresh. Once timing slips, outreach feels disconnected, and engagement declines sharply.

Live AI works best when prompts describe buying signals

Live AI performs best when targeting moves beyond static filters like job titles and instead focuses on why and when a company is likely to buy.

Effective prompts typically include three layers:

1. Function and seniority (not job titles)
   Rather than listing titles like “VP Sales” or “Head of SDR,” it’s more effective to describe roles such as senior revenue decision makers or engineering leadership. Job titles are inconsistent and often misleading, while function-based descriptions give Live AI the flexibility to identify real buyers with non-standard titles.

2. Firmographics
   Industry, geography, and company size still matter (for example, B2B sales tech companies in the US under 500 employees). These constraints define the ICP without over-limiting discovery.

3. Buying signals
   Signals are the strongest differentiator. These include indicators such as growth, hiring, funding, product launches, new websites, or expansion activity. Signals reflect purchase readiness, not just fit.

Adding guidance on where to look for those signals (funding announcements, hiring pages, company updates) further improves accuracy.

The key mindset shift: Live AI is designed for precision, not scale. The goal is not to generate massive lists, but to continuously surface the most relevant prospects.

Running too many campaigns dilutes results

Launching too many campaigns at once is one of the fastest ways to reduce performance.

Outreach volume is always limited by plan constraints. When that volume is spread across too many campaigns, each campaign reaches too few prospects per day. This creates several problems:

• Sequences move slowly, breaking timing

• Campaigns with fewer than ~100 prospects become statistically unreliable

• Poor or stale campaigns steal volume from higher-performing ones

As a rule of thumb, if your monthly volume supports outreach to ~300 prospects, it’s more effective to run a small number of focused campaigns (for example, three) rather than ten fragmented ones.

Concentrated volume improves sequencing cadence, clarity in performance analysis, and overall results.

Email and LinkedIn steps work best on the same day

Multi-channel sequences perform best when email and LinkedIn touches happen on the same day, typically with LinkedIn following email by a short delay.

This approach creates a natural “double tap”:

• If the prospect misses the email, they see you on LinkedIn

• If they notice both, recognition builds instead of confusion

Auto-skip (or skip-step logic) is critical. LinkedIn has far stricter limits than email, and without auto-skip enabled, LinkedIn steps can block the entire sequence—preventing timely follow-ups across all channels.

There are also cases where single-channel campaigns make sense:

• LinkedIn-only campaigns work well in industries where email is oversaturated

• LinkedIn-native signals (profile views, post engagement, keyword engagement) perform best when outreach stays on LinkedIn

Open-rate tracking is discouraged

Tracking open rates is actively discouraged.

Open tracking inflates engagement metrics due to bot activity and, more importantly, harms deliverability. Enabling open tracking increases the likelihood that emails are filtered or sent to spam, resulting in misleadingly high open rates but few or no replies.

Instead of optimizing for opens, campaigns should be evaluated based on:

• reply rate and positive response rate

• meetings booked

• campaign health indicators (such as alerts for stalled sequences or low activity)

Real engagement—not opens—is the metric that matters.

Dashboard alerts are designed to protect campaign performance

The new dashboard focuses on alerts, not just reporting. Alerts highlight stalled sequences, low lead flow, and prolonged lack of responses—issues that directly harm timing and volume efficiency.

These alerts encourage fast action: fixing misconfigured sequences, adjusting targeting or signals, stopping underperforming campaigns, and reallocating volume to campaigns with stronger performance. The goal is to prevent weak campaigns from quietly draining volume and to keep high-performing campaigns moving at full speed.

Can leads be reviewed before Add continuously adds them?

No. The recommended approach is validating the criteria on a small initial set, then letting AI add leads continuously

How was founder-led outreach handled to avoid duplicate contact?

A HubSpot workflow/list is recommended to automatically add founder-prospected contacts to a dynamic suppression list synced into AiSDR

Should open rates be tracked?

No. Open tracking is discouraged due to deliverability issues and bot-driven opens.

How were older inbound leads (90+ days) reactivated?

They are treated as near-cold leads, using lightweight messaging that referenced prior interest and highlighted what changed since.

Could AiSDR attach videos or collateral?

Attachments are not supported; links were used instead, which was better for deliverability.