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AI and automation: possibly the biggest buzzwords across all industries, used far and wide by anyone and everyone even remotely leveraging them to provide a service. Both are no longer considered exceptional – they are the new normal in everything from sales and marketing to snapping selfies and making videos.
If you’re not using them, you’re the odd one out. Your business has already fallen behind.
But too many people rush into it, without understanding what AI and a slew of automation tools can really do for their business – in measurable, tangible terms.
We don’t want you to rush into Triggered Outbound the same way you rushed into an earlier AI sales copilot program, or whatever fancy name they gave it.
We’d like for you to understand it, meet the people who know how to run it – or can help you run it independently if you prefer – and learn about possible levels of automation you can reach with it.
Tools Are Awesome – But Often Not Enough
People are the thinking behind and beyond the tool. And any tech you decide to trust with your outbound will only be as good as the people that manage it.
That means, within the realm of Triggered Outbound, for starters:
- Your choice of signals to track and triggers to set up
- Your decision on how to integrate Triggered Outbound into your sales process
- Your interpretation of the data at the end of a campaign run
- Your decision on how to respond to replies and handle opt-out lists
- Your strategy to refine the prompts for your messaging
- Your approach to protecting deliverability and your reputation
Even the best-calibrated tools with swarms of juicy lead data can’t make up for your choice of bad signals that don’t match your product – or the lack of a product-market fit.
So, while Triggered Outbound may be brilliant (if we may say so ourselves), it’s only as effective as the many factors that end up shaping your campaigns.
Yes, the tools we use and have refined over the years are great. They’re trustworthy, regularly updated, and come with exceptional support teams to fix any issue.
Even if you already have your own outbound tech stack – odds are, our Triggered Outbound tools will likely fit right into your flow without disrupting anything (but ask us anyway, and we’ll let you know).
Our tools and setup also won’t replace your people – they’ll amplify their effectiveness and let them focus on the most impactful parts of their jobs.
With Triggered Outbound, at every stage of its automation, salespeople can actually focus on having valuable conversations, POs on improving the product itself, and marketers on fine-tuning their nurture funnels.
Defining Roles: What Tools Do & What People Do
The short answer: it varies. Depending on how much automation you like in your own processes, and what you prefer to be handled by tools vs. teams.
Best practices, however, show us that Triggered Outbound works best when the two are balanced.
Our tools often give you their finest performance when you let them:
Track
Trying to track each trigger manually for the entirety of your ICP would prove impossible and likely be riddled with errors, missed opportunities, and misinterpreted information.
Check data
We’re not in the Mesozoic Era anymore, and should not manually sift through email lists. The tools we use are refined and accurate enough to keep your lists clean – plus we do have people to jump in if needed.
Write
AI has become pretty good at using signal data paired with prospect data to create a good message, even if you want to fiddle with it to make it unique.
Send
When the trigger says it’s go time, you don’t need to be there to press “send”. That’s just carpal tunnel in the making. This ties back to the idea of not manually checking each prospect’s behavior online, so let the tools handle campaign timing based on the tracking they do, as well.
Report
Tools are excellent at collecting performance data, ranking it, and presenting it in a way you can read it easily, be it in the form of sheets, charts, or lists.
People that have mastered the art of Triggered Outbound excel at:
Strategy
Tell them what you want to achieve (not just in numbers, but those are good, too), who you want to talk to (your ICP), and they’ll help you navigate the vast pools of signals to track and of course set up the tools to reflect the strategy.
Creative
Triggered Outbound goes beyond signals, as it can and should complement your cold outbound efforts and marketing campaigns. And people will get creative on how to make them all work together and amplify the results.
Prompts
AI is only as brilliant as the prompts you give and our people have been the masters of the trade long before most people even knew ChatGPT was a thing. They’ll be creative, on-brand, and respectful of your audience, and they’ll help you refine over time, because your message should reflect the personality of your product.
Targeting
Even when you provide your ICP, our experience will often let us help you expand your reach beyond what you initially expect – or get more granular with the audience you already have.
Interpretation
Huge reply rates are awesome! Unless those replies are mostly “take me off your list”. But you still learn something, even from a negative reply. That’s why the people behind Triggered Outbound help you understand what metrics to track and how to interpret them, specifically within your industry and any given campaign.
The verdict: Is Triggered Outbound plug-and-play or managed?
In the immortal words of Tulio and Miguel: “Both. Both is good.”
If you prefer automation, you can absolutely give it a go with little to no team involvement other than the initial setup and warmup – and possibly occasional checkup.
A word of caution: the learning and iteration that come from working with people often deliver better results. And leaving that off the table for yourself might prove less innovative than it seems.

Our Revenue Director, Chrisley Ceme, is leading the Triggered Outbound program. Chrisley’s gone deep on this strategy and can walk you through:
- How Triggered Outbound fits with your outbound goals
- What triggers are available (and what’s possible within our platform)
- Pricing, onboarding, and getting started
AI and automation: possibly the biggest buzzwords across all industries, used far and wide by anyone and everyone even remotely leveraging them to provide a service. Both are no longer considered exceptional – they are the new normal in everything from sales and marketing to snapping selfies and making videos.
If you’re not using them, you’re the odd one out. Your business has already fallen behind.
But too many people rush into it, without understanding what AI and a slew of automation tools can really do for their business – in measurable, tangible terms.
We don’t want you to rush into Triggered Outbound the same way you rushed into an earlier AI sales copilot program, or whatever fancy name they gave it.
We’d like for you to understand it, meet the people who know how to run it – or can help you run it independently if you prefer – and learn about possible levels of automation you can reach with it.
Tools Are Awesome – But Often Not Enough
People are the thinking behind and beyond the tool. And any tech you decide to trust with your outbound will only be as good as the people that manage it.
That means, within the realm of Triggered Outbound, for starters:
- Your choice of signals to track and triggers to set up
- Your decision on how to integrate Triggered Outbound into your sales process
- Your interpretation of the data at the end of a campaign run
- Your decision on how to respond to replies and handle opt-out lists
- Your strategy to refine the prompts for your messaging
- Your approach to protecting deliverability and your reputation
Even the best-calibrated tools with swarms of juicy lead data can’t make up for your choice of bad signals that don’t match your product – or the lack of a product-market fit.
So, while Triggered Outbound may be brilliant (if we may say so ourselves), it’s only as effective as the many factors that end up shaping your campaigns.
Yes, the tools we use and have refined over the years are great. They’re trustworthy, regularly updated, and come with exceptional support teams to fix any issue.
Even if you already have your own outbound tech stack – odds are, our Triggered Outbound tools will likely fit right into your flow without disrupting anything (but ask us anyway, and we’ll let you know).
Our tools and setup also won’t replace your people – they’ll amplify their effectiveness and let them focus on the most impactful parts of their jobs.
With Triggered Outbound, at every stage of its automation, salespeople can actually focus on having valuable conversations, POs on improving the product itself, and marketers on fine-tuning their nurture funnels.
Defining Roles: What Tools Do & What People Do
The short answer: it varies. Depending on how much automation you like in your own processes, and what you prefer to be handled by tools vs. teams.
Best practices, however, show us that Triggered Outbound works best when the two are balanced.
Our tools often give you their finest performance when you let them:
Track
Trying to track each trigger manually for the entirety of your ICP would prove impossible and likely be riddled with errors, missed opportunities, and misinterpreted information.
Check data
We’re not in the Mesozoic Era anymore, and should not manually sift through email lists. The tools we use are refined and accurate enough to keep your lists clean – plus we do have people to jump in if needed.
Write
AI has become pretty good at using signal data paired with prospect data to create a good message, even if you want to fiddle with it to make it unique.
Send
When the trigger says it’s go time, you don’t need to be there to press “send”. That’s just carpal tunnel in the making. This ties back to the idea of not manually checking each prospect’s behavior online, so let the tools handle campaign timing based on the tracking they do, as well.
Report
Tools are excellent at collecting performance data, ranking it, and presenting it in a way you can read it easily, be it in the form of sheets, charts, or lists.
People that have mastered the art of Triggered Outbound excel at:
Strategy
Tell them what you want to achieve (not just in numbers, but those are good, too), who you want to talk to (your ICP), and they’ll help you navigate the vast pools of signals to track and of course set up the tools to reflect the strategy.
Creative
Triggered Outbound goes beyond signals, as it can and should complement your cold outbound efforts and marketing campaigns. And people will get creative on how to make them all work together and amplify the results.
Prompts
AI is only as brilliant as the prompts you give and our people have been the masters of the trade long before most people even knew ChatGPT was a thing. They’ll be creative, on-brand, and respectful of your audience, and they’ll help you refine over time, because your message should reflect the personality of your product.
Targeting
Even when you provide your ICP, our experience will often let us help you expand your reach beyond what you initially expect – or get more granular with the audience you already have.
Interpretation
Huge reply rates are awesome! Unless those replies are mostly “take me off your list”. But you still learn something, even from a negative reply. That’s why the people behind Triggered Outbound help you understand what metrics to track and how to interpret them, specifically within your industry and any given campaign.
The verdict: Is Triggered Outbound plug-and-play or managed?
In the immortal words of Tulio and Miguel: “Both. Both is good.”
If you prefer automation, you can absolutely give it a go with little to no team involvement other than the initial setup and warmup – and possibly occasional checkup.
A word of caution: the learning and iteration that come from working with people often deliver better results. And leaving that off the table for yourself might prove less innovative than it seems.

Our Revenue Director, Chrisley Ceme, is leading the Triggered Outbound program.Chrisley’s gone deep on this strategy and can walk you through:
- How Triggered Outbound fits with your outbound goals
- What triggers are available (and what’s possible within our platform)
- Pricing, onboarding, and getting started