US Outbound Motion · Strategy & Proof Plan

Make outbound a funded function, and prove the ROI that scales it.

This is the plan for a deliberate, multichannel outbound motion: proven by hand now so the investment to scale it, Lemlist and the mandate, is a decision we can make with the numbers already in hand rather than a bet. It starts with one motion, one rep, and a number we can point to.

Prepared by Dallas Andrews, GTM Engineer · US motion with Nate (Nathan Belfield) · Star Ratings cliff accounts
Operating principles

The principles this motion runs on

Three principles separate a motion that generates net-new pipeline from one that just sends email. Everything below is built on them.

The trap most teams fall into

Wait for the tools before we can run a real multichannel motion.

How we run it

Multichannel is a behavior, not a tool. Run it by hand now to prove the ROI, so buying Lemlist to scale it is a de-risked decision, not a bet on an unproven idea.

The trap most teams fall into

Email alone is treated as the motion.

How we run it

Email-only doesn't generate net-new pipeline into VP and C-suite. LinkedIn, voice, and calls are where net-new is won.

The trap most teams fall into

Hand a rep a sequence and check in occasionally.

How we run it

Handoff plus check-in is why it stalls. Drive one motion daily as the BDR's pit crew, with a live scoreboard.

Operating model

Who builds it, who runs it, in what order

Dallas engineers the motion; the BDRs execute it. The design strips friction out of LinkedIn, voice, and calls so every channel is as easy to run as an email, and the motion scales cleanly as we add reps and volume.

Track 1 · Priority now

US · Nate

Star Ratings cliff accounts. US-only CMS trigger, the motion Dallas inherited, the cleanest signal in the book. Lowest-risk proof and the priority, the same motion.

Track 2 · After US proof

UK · Jack

A separate design: no Star Ratings trigger, and cold outbound carries GDPR/PECR weight, so the mix leans LinkedIn and WhatsApp. Built once US has produced its first meeting, not in parallel.

The engine's real product is a frictionless multichannel package: per contact, per day, the email, the LinkedIn note, the voice-note script, the call opener, written and ready so the rep just runs it. Nate is a known, trusted operator, so the only variable this proof tests is the motion itself, not whether it gets executed.
The stack, sequenced by proof

Own it now, add tools as they earn their place

Each layer has one job and no two overlap. The two new tools are sequenced so the provable win lands first and the most complex piece never carries the launch.

TODAY

Clay + Claude

Sources, enriches, gates, and writes the personalized multichannel copy per contact.

We own this now
TODAY

Salesforce + Slack

System of record and the 6sense feed; the living deal surface. Already ours.

We own this now
FUND NOW · SCALES THE PROOF

Lemlist

Removes the manual ceiling: sequencing, LinkedIn, dialer, inbox rotation across both BDRs. The hand-run proof is exactly what makes it a confident buy.

Ask #1 · pursuing now
NEXT

n8n

The feedback layer: behavior triggers the next move, and the meeting-handoff chain. Added once the base motion produces.

Ask #2
n8n owns the seams between tools only, cross-tool triggers and feedback loops. Logic inside a tool stays native to that tool. That discipline is what keeps the stack from becoming fragile tech-for-its-own-sake.
The proof motion

Nate · Star Ratings · 15 contacts, 6 accounts, multithreaded

A small, high-stakes, account-based slice. Not volume, proof. Every contact gated cold-eligible, every account multithreaded across an operations seat and a finance or member-experience seat.

AccountForgone QBPSeats workedWave
Centene$75.5M5 (Ops, Member Experience, Medicare Ops)A / B / C
Medica$37.1M2 (Core Ops, SVP Ops)A / C
Clover Health$74.6M2 (MA Member Experience, CFO)D
Devoted Health$44.0M2 (Member Experience, Chief Actuary)D
GuideWell$33.4M2 (EVP & CFO, CFO Gov Business)D
Blue Shield of California$33.3M2 (Member Experience, Chief Actuary)D
Channels

LinkedIn-first

Connect, note, voice note, then a call. Email is the supporting channel, kept within an inbox-safe cap and sent early.

Message

Two persona tracks

Ops and Member Experience hear the in-the-moment capacity lever. Finance hears the QBP-recovery and payback math. One thesis per account, distinct per seat.

Cadence

4 touches, staggered

Day 1 email, Day 2 connect, Day 4 voice note, Day 6 call. Waves staggered so no day is bursty and the mailbox stays inbox-safe.

Success is defined up front: replies and live conversations, not just booked meetings, measured over a real window. Enterprise exec response runs on its own clock; a sharp reply in week two is proof the motion works even if the invite lands in week four.
Built-in guardrails

The guardrails protecting every send

The motion runs inside standing guardrails, so it moves fast without ever putting the brand or the install base at risk.

In place

Customer exclusion. Current customers are automatically held out of every campaign, so the install base is never at risk of a cold touch, and a live-row check confirms it before every send.

In place

Verified claims. The only Intradiem proof used is Humana's public figures: about two hours of capacity per agent per month, and seven times ROI five years in. No unverified numbers reach a prospect.

In place

Deliverability. Sending health is monitored and protected: the motion runs LinkedIn-first and keeps email within a verified, inbox-safe volume, so domain reputation stays protected.

In place

Copy quality. Every message clears an adversarial quality gate and the verified-claims check before it ships, so what reaches a prospect is already pressure-tested.

The asks

What proof earns, and in what order

Nothing is bought on theory. Each ask is backed by the result of the step before it.

Authority · to shape together

Once the proof is in, worth deciding together whether this becomes the standard play for both BDRs rather than an optional add-on. Bottom-up proof first, then we shape what the mandate should look like.

Tool · Ask #1 · Lemlist · pursuing now

The manual proof shows the ROI and that the motion scales. Lemlist is the investment that turns a proven, working motion into daily capacity across both BDRs, and it's what lets a hand-run motion 10x without adding people. We pursue the purchase now: the proof is what makes it a low-risk yes instead of a speculative buy. Running it by hand doesn't sustain across two BDRs with targets, so the sooner it's funded, the sooner the motion that works becomes the motion that runs every day.

Tool · Ask #2 · n8n

Once the base motion produces, add the feedback layer: no-open triggers a call, a booked meeting auto-builds the research brief and agenda, the post-call transcript drafts the follow-up.

Sequence

The roadmap

Now

Prove it (and build the buy-case)

  • Nate runs the Star Ratings motion, LinkedIn-first
  • 15 contacts, 6 accounts, multithreaded
  • Daily package + live scoreboard
  • Lemlist ROI case built in parallel off the scoreboard
  • Pre-framed with Naveen before launch
Fund & scale

Scale it with Lemlist

  • Purchase approved on the proven ROI
  • Lemlist removes the manual ceiling
  • Both BDRs run it daily at volume
  • UK / Jack motion designed and launched
Then

Close the loop

  • n8n adds behavior-driven triggers
  • Meeting handoff automated end to end
  • Every outcome documented and fed back
  • Outbound is a funded, instrumented function
Why this is the right bet

We run our GTM the way our product runs operations.

Real-time signals trigger automated action, and the system learns every cycle. That is Intradiem's own thesis, run on our own pipeline. We prove it by hand first, then let the tools scale what already works, so we become the first live proof of what we sell.


Intradiem · US Outbound Motion · Strategy & Proof Plan · Dallas Andrews