Outbound at Uplers
Personal outreach,
at a volume one person can run.
- ~50
- calls a month, one person
- 6
- persona buckets
Who are they?
First touchName the real situation. Offer a profile or two. No pitch.
First touchOpen on the team problem. Ask one question.
First touchRespect first. Short. No ask yet.
First touchA peer note. Relevance over reach.
First touchGenuine. No sell. Just connect.
First touchShared ground. Build the network.
Bucket names simplified. The real shaping has more nuance.
Share a profile without being cut out
Candidate profile
- Email and phone
- Agency branding
- Experience
- Skills
- Match: honest, even when it's no
Then I wrote it down, so someone else could run it on Monday
- 01SourceRaw signal feed → ranked list
- 02EnrichRole, bucket, recent moves
- 03PersonalizeOne true detail, show don't tell
- 04SequenceConnect → no pitch → pitch only if asked
- 05HandleClassify the reply, pick the move
- 06ReadWhat landed, what to drop
Each stage has an input and a check. I ran it on myself first.
The record what it is, the problem, what changed
- What it is
- The outbound system I ran at Uplers, selling engineering talent to founders and CTOs.
- Channel
- LinkedIn and email, alongside about 50 discovery calls a month, run by one person.
- The problem
- Personal outreach works and does not scale by hand. The risk was the dropped thread and the lazy template.
- What I built
- Six persona buckets, each with its own opener; Boolean sourcing passes with honest match scoring; a white-label CV step; one tracker; and six written stages, each with its prompt and its check.
- What changed
- Good-fit prospects reach a discovery call where I already know why I am there.
- What is illustrative
- The bucket names below. The real shaping has more nuance.