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Complete Outbound Playbook: A Guide

End-to-end outbound: infrastructure, messaging & sequence framework, hiring vs automating, SDR/BDR workflow, prospecting, qualification, and appointment setting. Campaign setup and SOPs to be added.

January 29, 2026
20 min read
By Justin Griffioen
OutboundSDRBDRCold EmailProspectingLead Generation
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Complete Outbound System

Everything you need to build, launch, and scale an enterprise outbound engine: infrastructure, messaging & sequences, hiring vs automating, process, and execution. Campaign setup and proper SOPs will be added here.

Infrastructure

Tools, systems, and tech stack setup

Messaging & Sequences

Outbound messaging and email sequence framework

Hiring vs Automating

When to hire SDRs vs automate—and how to decide

Campaign setup & SOPs

(To be added) Campaign setup and proper SOPs

Outbound Infrastructure Setup

[Content to be added: CRM setup, email deliverability, sequencing tools, data enrichment, tracking & attribution]

Account Research & Prospecting

[Content to be added: ICP targeting, account selection, contact discovery, research process, list building]

Outbound Messaging & Sequence Framework

[Content to be added: messaging framework, sequence design, email templates, phone integration, LinkedIn touches, personalization at scale. Previously a standalone resource—now part of this playbook.]

Outbound Sales: Hiring or Automating?

[Content to be added: when to hire SDRs vs automate outbound, how to decide for geospatial and enterprise sales. Previously a standalone resource—now part of this playbook.]

Campaign Setup & Proper SOPs

[To be added: campaign setup, go/no-go checklist, and proper outbound SOPs so execution is repeatable and scalable.]

SDR/BDR Workflow & Qualification

[Content to be added: daily workflow, qualification frameworks, discovery questions, objection handling, AE handoff]

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