If you’ve ever struggled with finding quality leads, getting emails into inboxes (not spam), or getting replies from prospects — you’re not alone. These are the most common challenges in outreach. But the good news? They’re also completely solvable. 🚀
That’s where Revli Funding Insights comes in. Unlike traditional lead generation tools, Revli goes beyond surface-level company data. It gives you access to:
✅ Recently funded startups (target companies right after they raise capital)
✅ Key decision-maker contact details (names, verified emails, LinkedIn profiles, and mobile numbers)
✅ Hiring insights (know which companies are hiring and for which roles)
This means you’re not guessing or cold-pitching in the dark — you’re reaching out to the right people, at the right time, with the right message.
But having great data is only one part of the equation. To consistently book meetings and close deals, you need a proven system. And that’s exactly what the Outreach Success Playbook is designed to provide.
This playbook walks you through a 14-step process that helps you master cold email and multi-channel outreach. No fluff, no "guesswork" tactics. Just actionable steps that work.
So, if you’re ready to go from "Why isn’t anyone replying?" to "We just booked 12 calls this week!" then this playbook is your roadmap. Let’s dive in! 🔥
🤔 Why Does Outreach Success Matter?
Outreach is about getting noticed, building trust, and starting conversations with your ideal prospects. But cold outreach comes with its fair share of challenges, like:
❌ Low response rates — You spend hours crafting the perfect email, only to get crickets in return.
❌ Emails landing in spam — Even with a great email, it doesn't matter if it never gets seen.
❌ Not knowing where to start — There’s so much advice online, but it’s hard to know which steps are essential.
These issues can feel overwhelming, especially if you're not sure what’s causing the problem. That’s why we’ve broken down the process into 14 clear, actionable steps that build on each other. No more guessing, no more wondering if you’re missing something.
📚 What is the Outreach Success Playbook?
The Outreach Success Playbook is a step-by-step guide to help you:
🔍 Target the right leads — Use Revli to find funded startups that are actively looking for new tools, services, and software.
📧 Master cold outreach — From email setup to messaging and follow-ups, you’ll learn best practices for every stage of the process.
📈 Get better response rates — Use proven techniques to increase reply rates and book more meetings.
Each step is its own focused topic, complete with guides, tools, and examples. Below, you'll find an overview of the 14 key steps.
🚀 The 14-Step Path to Outreach Success
Here’s a high-level overview of each step in the playbook. Each step will link to a more detailed guide that explains exactly what to do, why it matters, and how to do it.
1️⃣ Introduction: Outreach Success with Revli
How Revli helps you target the right leads and outlines the overall process of effective cold email and multi-channel outreach.
(This is the page you're reading now!)
How to create an ICP and use Revli Funding Insights to filter leads by funding, industry, location, hiring status, and more.
Before you start sending emails, you need to know who you’re reaching out to. This guide shows you how to define your Ideal Customer Profile (ICP) and use Revli's filters to zero in on your perfect audience.
💡 Key takeaway: Don’t waste time on bad leads. Target the companies that are actively growing and need your solution.
Why secondary domains and inboxes matter for protecting deliverability.
Sending emails from your main company domain is risky. This guide shows you how to protect your main domain by using secondary domains like getrevli.com or tryrevli.com. You'll also learn how to increase your sending capacity with multiple inboxes using Zapmail.ai.
💡 Key takeaway: Protect your domain reputation and scale your sending safely with multiple inboxes and domains.
Why warm-up matters, how to do it, and how long it should last (2-4 weeks minimum).
New inboxes need to build a reputation with email providers. This guide explains how to warm up your inboxes using tools like Revli, Instantly, and Smartlead — and why it’s critical to do this before sending cold emails.
💡 Key takeaway: Warm up your inboxes for at least 2-4 weeks to avoid spam folders and increase deliverability.
Tips on writing subject lines, body copy, and CTAs that get replies.
Your outreach success depends on how well you write your emails. This guide covers everything from subject lines to calls-to-action (CTAs), along with personalization tips and examples of winning emails.
💡 Key takeaway: Personalization is key. Write emails that feel personal, even if they aren’t.
6️⃣ How to Automate Outreach Sequences to Save Time
How to set up and automate follow-up sequences with tools like Instantly, Apollo.io, HubSpot, Smartlead, and Lemlist.
Most replies come from follow-ups, not the first email. This guide shows you how to automate follow-up sequences using tools like Instantly, Hubspot, and Lemlist — so you can stay persistent without lifting a finger.
💡 Key takeaway: Follow-ups win deals. Don’t rely on one email.
7️⃣ How to Add Personalized Videos to Cold Emails (With Just One Video For All Leads)
How to use Sendspark to stand out from plain-text emails.
Stand out from a crowded inbox with personalized video emails. This guide shows you how to use Sendspark to create a single video and automatically personalize it for each lead.
💡 Key takeaway: Video emails grab attention and make you memorable.
8️⃣ How to Use LinkedIn to Book More Meetings (with Revli Data)
How to connect with founders and decision-makers on LinkedIn.
Don’t stop at email. This guide shows you how to use Revli’s LinkedIn profiles to send personalized connection requests, follow-ups, and direct messages (DMs) to key decision-makers.
💡 Key takeaway: Combine LinkedIn and email for a multi-channel approach.
9️⃣ How to Use Revli to Drive More Cold Calls (and Close Deals Faster!)
How to use Revli's contact phone numbers to make cold calls.
Not every deal happens via email. This guide shows you how to use Revli's contact phone numbers to make cold calls and have real conversations with decision-makers.
💡 Key takeaway: Pick up the phone — it’s faster than email.
🔟 How to Troubleshoot Low Reply Rates (Spam Issues, Messaging, and Tools)
If emails are landing in spam or replies are low, this guide explains how to diagnose and fix it.
If your emails aren’t landing in inboxes, this guide will help you figure out why. From deliverability issues to message quality, you’ll learn how to troubleshoot and improve reply rates.
💡 Key takeaway: Low reply rates are often a sign of poor deliverability or generic messaging.
1️⃣1️⃣ How to Track and Measure Outreach Success (What Metrics to Watch)
Track reply rates, opens, and clicks to measure performance.
What gets measured gets managed. This guide explains how to track email performance, which KPIs matter most, and how to improve results using A/B testing.
💡 Key takeaway: Don’t guess. Track your results and use data to improve.
1️⃣2️⃣ How to Scale Your Outreach Without Hurting Deliverability
How to add more inboxes and increase volume without triggering spam filters.
Once you’ve found a winning system, it’s time to scale. This guide shows you how to safely increase your email volume using inbox rotation, additional domains, and proper automation.
💡 Key takeaway: You can scale safely without sacrificing deliverability.
1️⃣3️⃣ Top Outreach Tools We Recommend (For Email, LinkedIn, & Calls)
A list of essential tools like Zapmail, Instantly, Sendspark, Smartlead, and more.
Get a full breakdown of the best tools for cold email outreach, video emails, cold calls, and more. This guide includes tools like Instantly, Zapmail.ai, and Sendspark, with a short summary of each one.
💡 Key takeaway: The right tools save time and increase results.
1️⃣4️⃣ Common Outreach Mistakes (And How to Avoid Them)
Avoid costly mistakes like using a main domain, skipping warm-up, or writing poor emails.
Don’t make the mistakes that most people make. This guide highlights the most common outreach mistakes and gives you easy fixes to avoid them.
💡 Key takeaway: Avoid the mistakes that cost you time, money, and leads.
🎉 Ready to Get Started?
This playbook is your step-by-step guide to better outreach. Each step builds on the last, so follow them in order for maximum impact.
👉 Next Step: How to Define Your Target Audience & ICP
Got questions? We’re here to help. Let’s make your outreach a success! 💪