Outreach
Turn delivered leads into sent messages, with drafted openers and multi-step follow-up.
Every lead arrives with a drafted opener. Outreach is how you review it, follow up, and send, without leaving CatchIntent or copying text by hand.
The opener
The opener is a first message written for one specific person and the specific reason they surfaced. It uses their role and company, the signal, and your value props, so it reads like you noticed something rather than blasted a list.
You are always in control:
- Edit it. Change anything before it goes out.
- Refine it. Ask for a different angle or a shorter version and get a new draft.
- Approve it. Once it reads right, send it.
Review every opener before it sends. Adding one specific detail from the person's profile or post does more for reply rate than any template.
Follow-up sequences
One message is rarely enough. For structured follow-up:
- A touch is a single message in a sequence.
- A playbook is a reusable template of several touches (for example: opener, a nudge after three days, a value follow-up after a week).
- An engagement is a lead enrolled in a playbook, moving through the touches on schedule.
Build a playbook once and enrol leads into it instead of writing every follow-up from scratch. You still review each touch before it sends.
Sending
Two ways to act on a lead:
- Send from your own account using the browser extension. The opener is filled directly into LinkedIn or X. You send as you, from your profile.
- Push to your CRM and run outreach in the tool your team already uses. See Integrations.
Most teams send the first touch with the extension while the signal is fresh, and push to CRM for pipeline tracking.