Who’s this for? New Alta admins, SDR managers and AEs who own their own outreach.
1 Before you start
✅ Checklist | Why it matters |
Your primary CRM is connected | So booked meetings + notes sync automatically |
Email look‑alike domain is warmed (≥ 5 days) | Guarantees good deliverability |
LinkedIn account authorised & daily cap set | Enables social touches without lock‑outs |
Value‑prop source (website URL, deck PDF or doc) ready | Katie will scrape this to write emails |
Tip: new accounts see best results when they start small—aim for 1,000 prospects max in your first run.
2 Open the Campaign Wizard
Left nav → Campaigns → ➕ New campaign
(You’ll land on the Audience tab.)
3 Block #1 – Define your Audience
Alta offers four lead sources. Pick one or mix‑and‑match:
Lead source | When to use it | How it works |
Classic search | You know your ICP: industry, headcount, title, geo | Alta queries its 100 M+ contact graph |
Trigger search | You only want prospects showing buying signals (e.g. hiring SDRs, funding round) | Adds dynamic filters on top of Classic |
Import list (CSV/CRM view) | You already have records you must target | Drag‑and‑drop CSV or choose a saved CRM list |
Offline | Conference badge scans, webinar sign‑ups | Syncs when you upload or QR‑scan leads |
After selecting a source:
Use the slider to set total prospect limit (e.g. 1,600 people).
Click Preview Leads to eyeball a sample—Katie shows names + companies.
4 Block #2 – Craft the Pitch
Paste a URL (homepage, product page) or click Upload file to drop a PDF/Doc.
Alta scrapes headings, benefits & proof‑points.Language & tone
Friendly, Formal, or Neutral + pick US/UK English, Spanish, etc.Call‑to‑action
Book a 15‑min call (default) or paste any meeting‑link/document URL.(Optional) Add a Prompt override – e.g.
End with a light‑hearted SaaS joke.
Preview panel on the right shows a sample first email & LinkedIn invite. Make tweaks until happy.
5 Block #3 – Set the Cadence
Choose a template or build from scratch:
Template | Day 0 | Day 2 | Day 5 | Day 8 |
Email‑only | Email #1 | Email #2 | Email #3 | – |
Omni (default) | Email #1 | LinkedIn view + invite | Email #2 | LinkedIn DM |
Soft‑touch | LinkedIn view | Email #1 | – | Email #2 |
Drag lines to rearrange, click a step to edit send‑time window (e.g. 9‑11 AM local timezone).
If you’d like Alex to follow up by phone, add a Call step—just choose the script Alex should use.
6 Personalisation & Safety Caps
Personalisation level: slider 0‑100 %.
70 % = first‑name, company verbatim, role‑based pains (recommended).Daily email cap: default 5 × mailboxes × 80 = 400 emails/day.
Adjust if you’re warming a domain.LinkedIn cap: aim for ≤ 30 actions/day per rep.
Alta enforces caps automatically—no need to babysit.
7 Launch & Review in Copilot Queue
Click Save & Launch → Copilot.
Katie selects an initial tranche of ~20 prospects.Accept / Reject each prospect or tweak the email inline.
Your choices teach Katie in real‑time.Hit Approve Batch to push live.
The cadence starts immediately; emails are staggered to respect caps.
8 Track Early Signals (first 3 days)
Metric | Target | Where to look |
Open rate | 45 %+ | Campaign → Overview → Opens |
Positive reply rate | 4 %+ | Replies tab → filter Positive |
Meetings booked | 1–2 % | CRM or Alta dashboard |
If numbers lag, iterate the subject line & first sentence before scaling.
9 Best‑practice tips
Start with one persona (e.g. VP Sales). Add others later.
Keep cadences ≤ 5 steps—quality beats volume.
Refresh trigger‑based audiences weekly; growth & hiring signals change fast.
Pair with Alex for qualification calls once email reply volume > 30/day.