How it works

From cold prospect to booked meeting, on autopilot.

What it looks like end to end. Real numbers from a B2B SaaS client: 4,454 connections, 778 replies.

Stage 1 — Targeting

We build the list of who to reach.

ICP fingerprint to Sales Nav filters to enrichment to exclusions. Refreshed every two weeks as the campaign learns.

50M+ profiles
ICP filter
Qualified leads

Your ICP

ICP fingerprint

We start with who, not what.

Onboarding nails industry, title, company size, geography, and the buying signals that mean a prospect is ready. The B2B SaaS client landed on VPs and Directors at 50-500 person SaaS companies, US/CA only.

Sales Nav filters

Translate the fingerprint into a real query.

Industry, headcount, function, seniority, geography, plus anti-targets. We tune the query until pulled records match the ICP at over 90%.

Enrichment

Add what LinkedIn doesn't show.

Company funding stage, recent hiring spikes, tech stack, growth signals. These become personalization hooks later, not just filters.

Exclusions

Remove competitors, customers, do-not-contact.

Suppression lists merged on first send and refreshed weekly. We never message someone twice across the same campaign.

Continuous refresh

The list isn't static.

Bi-weekly we replace exhausted segments with fresh records. If a sub-segment outperforms, we double down. If one underperforms, we cut it.

Stage 2 — Outreach

Connection request, then a 3-touch DM sequence.

Personalized opener, then three messages spaced across two weeks. Sent at human-pace from warmed profiles.

DR

Daniel Reyes

Director of Sales · B2B SaaS

Connection accepted

52% acceptance · industry avg 25%

Day 0 · You

Liked your post on rep ramp-up — the 60-day ramp number you cited mirrors what we see across our SaaS book. Open to swap notes?

Day 3 · You

Quick one — when your AEs follow up after a demo, are they writing the email themselves or working off a template?

Day 7 · You

Sent from a warmed profile · 5-7 sends/day · randomized intervals

Connection request

Short, specific, no pitch.

One line that signals you read their profile. Acceptance rates lift from 25% to 50%+ when the opener feels human.

DM #1 — Day 0

Value-led, no ask.

Sent the day they accept. Frames the problem we solve in their language. Zero pressure to book.

DM #2 — Day 3

Qualifying question.

Asks one specific thing about their stack or process. Forces a yes or no. Replies here are the highest-quality leads.

DM #3 — Day 7

Soft CTA, then break up.

Offers the call. If no reply, we close the loop politely. We don't keep poking past three messages.

Send schedule

Human-pace, not blast-pace.

5-7 sends per profile per day, randomized intervals, business hours only. Profiles stay warm and don't trip LinkedIn's spam detection.

Stage 3 — Reply Intelligence

Every reply gets read, classified, and routed.

Real-time webhook from the inbox. An LLM tags every message: interested, objection, not-fit, OOO, question. Routing follows the tag.

Inbound replies

Live · classified in real-time

EM

Erin Markowitz

Interested · qualified

Yes, would love to see what this looks like for a Series B SaaS team.

JT

Jamal Thomas

Not fit · polite close

Already running this internally. Thanks though.

PR

Priya Ramamurthy

Objection · comparison

How is this different from Outreach.io?

BS

Ben Sandoval

OOO · queued

Out of office until next Monday.

Real-time webhook

Replies hit our system in seconds.

No polling, no batch jobs. The instant a prospect replies, the classifier wakes up.

LLM classification

Five buckets, not one.

Interested. Objection. Not-fit. Out-of-office. Open question. Each bucket has a different downstream path.

ICP re-scoring

Some 'interested' replies aren't qualified.

We re-check title, company size, and geography on reply. Junior person or wrong segment? Routed to a polite handoff, not a booking ask.

Routing

Auto-reply, human handoff, or ignore.

Clean buys auto-reply. Spicy objections go to a human. OOO and questions follow their own scripts. Spam and angry replies are flagged and dropped.

Guardrails

We don't auto-reply to everything.

Anything legal, billing, or safety-related is held for human review. Every campaign has a do-not-send list of topics the AI won't touch.

Stage 4 — AI Auto-ReplyThe differentiator

The AI writes back. Sounds like you. Books the call.

Reads the full conversation, picks the right tone, drafts the reply, sends after a short human-like delay. Hands off when it should.

Inbound reply

SC

Sarah Chen

VP Marketing · Altair Data

Interested. How does this compare to what we're running with SalesReach?

Replied 2 min ago

AI draft

Classified:Interested · pricing

Auto-sent · 4s after replyAuto

Calendar

Sarah Chen ↔ Lumos

Tue · 2:00 PM PT

Confirmed

Full conversation context

Reads the whole thread, not just the latest line.

Knows what was said, what tone you've been using, and what the prospect's last objection was. No reset between turns.

Tone matching

Warm for interested, deflecting for objections.

An interested prospect gets a confident yes-and. An objection gets a calm reframe. The AI picks based on the classification.

Real-time draft

Types out a reply in seconds.

You can watch it think. Each draft is logged so we can audit and improve over time.

Humanized send delay

Not instant. Not a bot.

Replies fire 15 to 90 minutes after the prospect's message, jittered. Looks like you stepped away from your desk and came back.

Knows when to hand off

If a prospect drops a calendar link or asks for pricing in detail, the AI stops.

We pull a human in. The hot moments don't get auto-replied to.

Self-improving

Winners get scored. Copy evolves.

Replies that produce a booked call get tagged. The AI biases toward what's working for your specific ICP, not a generic average.

Stage 5 — Booked Meeting

The call lands on your calendar. We tell you it's coming.

Direct calendar handoff, hot-lead Slack alert, CRM sync, weekly digest. You show up to the call. We do everything else.

Calendar

Daniel Reyes ↔ Lumos

Tue · 2:00 PM PT

Confirmed · meeting on your calendar

Slack alert

Hot lead pinged

CRM sync

Logged in HubSpot

Weekly digest

Sent every Friday

Calendar handoff

Cal.com, Calendly, HubSpot Meetings, ChiliPiper.

If you have a public booking link, we route to it. If you don't, we propose times and confirm both ways.

Hot-lead alert

Slack ping the moment it's confirmed.

Prospect name, title, company, the conversation thread. You walk into the call already up to speed.

CRM sync

Logged in HubSpot, Attio, or wherever you live.

Conversation history, classification, source campaign. No manual data entry.

Weekly digest

Every Friday, the numbers.

Connections sent, replies, classifications, meetings booked. With commentary on what's working and what's about to change.

The result

4,454 connections. 778 replies. 36.5% reply rate.

All from a system the founder didn't have to manage. The numbers above are from a real B2B SaaS client we ran this for.

200+ businesses scaled

UNUM
Rivo
ZonGuru
GoAudience
Next Round Capital
FireVibe
Activate OS
Wojo Media
Sig2 Labs
Inquirly
My Healthcare Executive
Venture University
UNUM
Rivo
ZonGuru
GoAudience
Next Round Capital
FireVibe
Activate OS
Wojo Media
Sig2 Labs
Inquirly
My Healthcare Executive
Venture University

FAQ

Common questions.

Ready to scale outbound?

30-minute call. We'll audit your current outbound and map out a custom campaign plan.