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Playbook: Run an Inbound MQL Conversion Play in Alta

Stop the leaking bucket. A multi-channel, persona-routed play that turns inbound MQLs into meetings — automatically — using Alta's AI calling lead magnet and follow-up cadences.

Written by Katie Supporté

Summary

Most inbound MQLs go cold because follow-up is slow, generic, or in the wrong channel. The Inbound MQL Conversion play fixes that — Alta routes every inbound lead into a multi-channel cadence (LinkedIn, email, calls), picks the right sender persona based on the prospect's company size, and adds an optional AI-calling lead magnet so prospects get instant value. Teams running this play typically recover ~15% of leads they'd otherwise lose.

Who this is for

Marketing, demand gen, and SDR leaders sitting on a high volume of inbound MQLs and watching too many of them never book a meeting. Works whether your form lives on your site, an event page, a webinar landing page, or a lead-magnet URL like inbound.altahq.com.

Before you start

  • An Alta workspace with connected LinkedIn accounts and mailboxes for the senders you want to use (typically: SDR/AE for sub-150-employee accounts, VP/Director or founder for 150+).

  • A way to push MQLs into Alta — a form, a webhook, a CRM sync (Salesforce, HubSpot, Pipedrive, Zoho, Dynamics 365), or the public lead-magnet page.

  • An optional AI-calling assistant (Alex or similar) if you want to add the instant-value AI-call lead magnet.


The shape of the play

This play has three parallel cadences, each tuned to a different prospect state:

  1. MQL — no meeting. The leaking bucket. People who converted but never booked. Multi-channel cadence, AE/SDR sender for sub-150-employee companies, VP/Director or founder sender for 150+.

  2. Hot leads. People who booked but didn't show, or who hit a high-intent page. Same persona routing — all reps for sub-150, founder/leadership reps for 150+.

  3. AI-calling lead magnet. A low-friction "talk to our AI" entry point that captures leads and auto-enrolls them in the MQL nurture cadence. Lives at a dedicated page (e.g. inbound.altahq.com) and gives buyers instant value while you sleep.


How to set the play up in Alta

Step 1: Create the "MQL — no meeting" campaign

  1. Create a new campaign with an audience source that matches how MQLs land in Alta — typically a CRM segment ("Lifecycle stage = MQL AND last meeting is null") or a Flows webhook from your form.

  2. Build a multi-channel sequence: LinkedIn connect → LinkedIn message → email → email → call. Use the Refine button on each prompt to layer in tone and the specific reason they converted.

  3. Set the sender to a default AE/SDR for sub-150-employee companies. We'll route larger accounts to a different persona in Step 3.

  4. Use prompt variables to reference the asset they converted on ("Saw you grabbed the {asset_name} — happy to share what we learned building it…") so the cadence doesn't feel like cold outbound.

Step 2: Create the "hot leads" campaign

  1. Clone the MQL campaign and tighten the sequence — fewer touches, faster cadence, more direct CTA. These prospects are already warm; the goal is to remove friction, not nurture them.

  2. Add a "book a time" CTA in the first message rather than the third.

Step 3: Route large accounts to a senior sender

  1. In each campaign, split the audience by company size — Alta's audience filters expose employee count and industry.

  2. For accounts with 150+ employees, override the default sender with a VP, Director, or founder persona. Larger accounts respond at a much higher rate to senior outreach.

  3. Keep the message body identical or near-identical — the persona swap alone moves the metric.

Step 4: Add the AI-calling lead magnet (optional but high-leverage)

  1. Stand up an AI calling assistant (Alex or your own) in Alta and publish a public lead-magnet page where prospects can click "Talk to Alex" and get an instant qualification call.

  2. Wire the captured leads into the MQL cadence as a new audience source — every prospect that talks to Alex auto-enrolls in email + LinkedIn follow-up.

  3. Use the page in CTAs across your site, your webinars, and your event booths. It's a low-friction entry point that gives buyers value the moment they raise their hand.

Step 5: Measure what matters

  1. Track MQL → meeting % as the headline metric — that's what this play is built to move.

  2. Watch reply rate by persona — the sub-150 vs. 150+ split should show clearly higher reply rates on the senior sender for larger accounts.

  3. Watch the AI-call → MQL → meeting funnel separately. Most teams see roughly 15% of otherwise-lost leads convert when this is wired in.


Why it works

  • Seals the leaking bucket. MQLs you already paid for stop falling out at the first follow-up gap.

  • Right channel, right sender. Persona routing by company size lifts senior-buyer reply rates without you having to think about it on each lead.

  • Instant value. The AI-calling lead magnet gives prospects something useful the moment they show interest — no "we'll get back to you in 1–2 business days".

  • Brand signal. Prospects who hit a polished, multi-touch Alta cadence often comment on the flow itself — it strengthens your brand even when they don't convert this quarter.

Tips and common pitfalls

  • Don't merge MQL and hot-lead cadences. The asks are different — keep them as separate campaigns so each can be tuned independently.

  • Persona routing is binary by default. Start with sub-150 vs. 150+. Add more buckets only once you have evidence that another cohort needs a different sender.

  • Reference the asset. The opener should mention what they converted on. Generic "thanks for your interest" is worse than no follow-up.

  • AI calls aren't replacements. The AI-call lead magnet is a qualifier and a value-add — not a substitute for a human handoff once intent is real.

  • Auto-enroll, don't double-enroll. Use audience exclusions so the same lead doesn't sit in both the "MQL — no meeting" and "hot leads" cadences at once.

Related

  • How to Configure the Call flow

  • Inbound Call Script Best Practices

  • Outbound Call Script Best Practices

  • How to Use Message Scoring in Alta

  • How to A/B Test Subject Lines and CTAs in Your Campaigns

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