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AI Outreach Strategies That Help Businesses Generate More Leads

Image: Magnific

If you’ve ever worked in outreach campaigns, lead generation, or prospecting for new clients, you know the feeling. You spend an entire work day writing 200 outreach emails, personalising them for each recipient, and adjusting your pitch. You hit send and think “all that I have to do now is wait for the replies to roll in”. But the trust is that, by Friday, you are lucky to have three replies: one out-of-office notification, a polite “no thank you”, and one asking to be removed from your list. 

There is no doubt that outreach has always been a numbers game. But as competition strengthens and the number of offers, services, and brands on the market grows, it has become increasingly harder to secure leads. 

That’s where AI outreach strategies come in. Used properly, they can help you refine your game and find better prospects by writing messages that are well-timed, relevant, and truly personalised. And, all without adding hours to your already full workweek! 

In this guide, we’ll cover what you need to know about making AI outreach work for you. Let’s dive in!

What Is AI Outreach?

Firstly, let’s over the basics. 

AI outreach refers to the process of using artificial intelligence (AI) to find, research, contact, and follow up with potential customers. Automation can be leveraged to streamline all of those tasks that you are now completing manually. 

For instance, instead of writing emails from scratch, building lists by hand, and employing a lot of guesswork to decide when to hit send, AI-powered software can now handle repetitive parts and take advantage of patterns that might otherwise be missed. You could think of this as a very fast research assistant that works around the clock and never needs a break!

Where AI Fits in the Outreach Process

AI outreach is not about just pressing a button and letting the software do all the work. It can replace some tasks and support other stages, but it still requires your expert input. How you use it depends on the software you’ve chosen, your goals, and your specific needs. 

Some examples include:

  • Prospecting: AI can help you build lists of prospects, ranking leads by who is most likely to interact and buy. 
  • Writing: Ad hoc software solutions can help you write emails by adjusting your messages to feel more relevant and personalise communications. They can also mimic your voice so your outreach feels natural. 
  • Timing: AI can analyse patterns to predict when a prospect is more likely to open your email. 
  • Follow up: Once the email is sent, AI can track responses and handle follow-up sequences
  • Feedback: AI-powered tools can review what’s working and what not, providing you with actionable feedback to make your campaigns more effective. 

You don’t need to implement AI in all of these processes to see a difference!

AI vs. “Normal” Outreach

Traditional outreach shouldn’t be considered outright “bad” or inefficient. After all, it helped to build many successful businesses! However, AI can overcome some limits that come with manual processes, such as reduced speed or personalization, guesswork, and increased error rates. Here is how the two strategies compare:

Normal OutreachAI Outreach
SpeedRequires manual effort for research and writingLists and drafts are generated automatically in minutes.
PersonalizationYou can personalise known data, such as name, company, and job titleCan review behaviour, patterns, intent, and context.
Targeting Guesswork and gut feelingData-driven analysis
TestingA/B testing and manual processesContinuous adjustments and feedback loops

What AI Doesn’t Replace

When used properly, AI can do a lot of the heavy lifting, allowing you to focus on developing your strategy rather than in manual, repetitive tasks. However, software has its own limits. Here’s what cannot be replaced by AI:

  • Your strategy: AI can’t decide who you should be targeting and your business goals.
  • Your offer: While AI can adjust how you present an offer, not its content. You should be in charge of developing your business’s value proposition. 
  • Brand voice: AI needs your input to personalise voice and tone, and not make messages sound generic. 
  • Fact checking: AI can get details wrong and present them with confidence. You should always double check before sending out an email!
  • Relationship building: Be in charge of discovery calls and follow up conversations. 
  • Ethics and compliance: Ensure that your software is compliant with regulations such as GDPR
  • Creativity: AI cannot get human’s creativity and humour quite right. Add in your touch!

Personalizing Outreach Campaigns With AI

AI can be a powerful tool for personalisation, though it’s important to understand how to use it correctly. Done right, personalisation with AI can turn a mass-produced message into one that feels relevant and written specifically for the recipient. So how do you get started?

Why “Hi {FirstName}” Isn’t Enough Anymore

Merge tags were impressive when they first came out…in the late 1990s! However, today, email recipients can spot a mail-merge from miles away, and it gives away that you didn’t put enough effort into creating a personalised message. The result? An email that only swaps in a name and company but doesn’t add anything relevant often goes straight into the “delete” pile!

Real personalisation takes into account the prospect’s context, situation, and problems that need solving. AI can help by using details such as job role, industry, recent activity, and even company news, making it possible to turn your email into something interesting. 

Smarter Prospect Segmentation

Before you attempt to personalise an email, you need to better understand who is receiving it. Ai can help you organise your lists in an efficient way, going far beyond just job titles. 

Some of the criteria to start with include:

  • Industry and company size
  • Behaviour, such as pages visited and emails opened
  • Intent and active interest (signals include repeated traffic to your website or searches for solutions like yours)
  • Past engagement: if a prospect has replied before or at least opened one of the emails, adjust your follow up!

Tailoring Messages and Timing

Once you have identified and divided your segments, AI can adjust parameters such as tone and timing. Here are some examples:

  • Adjusting the subject line: Imagine you are offering smart scheduling services. For a dental practice, the subject line could be “Fill every chair with AI-powered appointment reminders”, while for a real estate agent, it could be “Never miss a showing: let AI handle your appointments”
  • Openers based on recent activity: If a prospect has just looked at your pricing guide, the follow up could be “Comparing plans? Here’s what’s included”, instead of a generic email. 
  • Determining the right time to send: AI can check when each prospect is more active or opening emails to schedule deliveries for these time slots. This way, your message appears at the top of the inbox instead of under 40 other unread messages.

The best part? You don’t need to rewrite every email by hand! Once you set your strategy, you can let your software handle the variations.  

The Fine Line: Where Personalization Gets Creepy

Buyers and email recipients today are more aware than ever of privacy rights and possible risks. So, the last thing you want is them asking “hold on, how do you know that?”. 

There’s a fine line between getting personalisation right and invading someone’s private life. For instance, mentioning a job change or company announcement is okay, since this information is usually public and professional. However, mentioning personal social posts or details about their family and habits can come across as creepy. 

The rule of thumb? If you’d feel awkward mentioning specific details out loud during a phone call, leave them out of your email!  

Smart Lead Generation Techniques Using Artificial Intelligence

Finding qualified leads is no longer a guessing game. AI leverages data analysis to spot patterns, identify the best candidates, and keep the conversation going. 

Here are 8 AI-driven techniques for smarter lead generation:

  1. Predictive lead scoring: AI looks at your current customers and ranks the traits of potential leads by how closely they match. This way, your marketing team can focus on the warmest leads first rather than going through a list alphabetically. 
  2. Tracking intent: AI can identify key moments, such as when a lead checks your pricing page or repeatedly looks at your blog to identify whether they are actively shopping for solutions like the one you offer. 
  3. Lookalike audiences: If you provide information regarding your best customers to an AI software, it can look for similar companies and contacts. 
  4. Automated data enrichment: AI can fill key gaps in your dataset, including missing job titles and company fields. 
  5. Chatbots for lead capture: A conversational bot can answer the first questions and book calls while you are offline. 
  6. Overcoming distance and time zones: AI can schedule email sends at a time that is most efficient for the recipient (even in an opposite timezone to yours!), engage with requests around the clock (through chatbots), and translate messages (so language isn’t a barrier).  
  7. Social and web monitoring: AI software can monitor for news such as funding rounds, new hires, and product launches, so that you can time your conversation. 
  8. Customised sequences to nurture your leads: AI can adjust follow-up sequences based on how each lead engages and their specific needs, even if they are not ready to buy right away. 

AI Tools That Improve Email Outreach Performance

As AI capabilities continue to evolve, finding the right software for your needs isn’t always straightforward. However, the right tool that integrates well with your systems and fits your specific needs can make all the difference. 

Some of the tools you may consider include:

What to Look for in a Tool

No tool is best for everyone. If you are a solo startup funder sending around 50 emails a week, you may lean towards a tool that is simple and affordable. On the other hand, for a large sales team, the best tool is the one with CRM integrations and advanced features, like inbox warmup and spam monitoring tools. 

Consider your needs, but take into account your strengths and weaknesses, too. For instance, if you are great at writing, but struggle to find leads, a prospecting platform might be the best option. Oppositely, if you need help with creating emails and refining your messages, a writing assistant might work better. 

Lastly, always check key factors, like pricing, data privacy, integrations, and ease of use. You’ll want your platform to slot in perfectly in your current workflow. 

Metrics: How to Track What’s Working and What’s Not

Sending out emails is only one piece of the puzzle. You’ll then have to figure out what actually works. For this, you’ll need to track key metrics. AI-driven analytics can help you keep an eye on the following KPIs and adjust your strategy over time:

  • Open rates
  • Reply rate
  • Booked meetings
  • Bounce rates
  • Spam rates
  • Unsubscribe\subscribe rates
  • Time to first response
  • Lead quality score

Keep a Human in the Loop

There’s a lot that AI can do, but it also has some limitations that should not be overlooked. Your reputation and your relationship with your leads are both at stake! To keep control over your strategy, always keep a human in the loop. This can help you avoid common pitfalls such as:

  • Sending out emails without reviewing them first
  • Over-automating your workflow, which can lead to robotic messages and inappropriate follow ups
  • Ignoring data quality 
  • Skipping compliance

Ideally, you’ll want to strike the right balance between automation and human touch. 

Ready to Get Started with AI Outreach?

AI won’t replace a good strategy or idea, but it can support several steps of your workflow, making outreach faster, more efficient, and more relevant. You don’t need to do it all at once, but there are small steps (such as trying a new email tool) that can have a profound impact on your strategy as a whole. 

Are you looking for more practical tips to keep up with evolving technology and improving the efficiency of your strategy? Sign up for Blogger Tuesday and get opportunities right in your inbox every Tuesday.