Outreach

Every Lead arrives with a drafted multi-touch sequence. Outreach is how you review it, edit it, and send, without leaving CatchIntent or copying text by hand.

The sequence

Each Lead carries a recommended LinkedIn sequence of four steps, drafted automatically when the Lead is scored:

1. Connection note. Sent right away. No pitch, anchored on the signal.
2. Intro DM. Once they accept, one genuine question grounded in their world.
3. Proof. A concrete point about why teams like theirs act, or a sharper follow-up question.
4. Breakup. A short, no-pressure close that leaves the door open.

Each step is written for one specific person and the why-now they surfaced on. It uses their role, the signal on their account, the post they engaged on, and your offer, so it reads like you noticed something, not like you blasted a list.

Editing and regenerating

You are always in control:

• Edit any step. Change the text inline and save. Your edits stick.
• Regenerate the sequence. Ask for a fresh draft, with an optional note on what to change (for example "shorter", or "lead with a question about their post"). Regeneration is capped at three times per Lead. After that, edit the steps directly.

Review every step before sending. One specific, true detail from the person's profile or post does more for reply rate than any template.

Outreach rules

The Outreach page controls how every sequence is written, in three layers:

• Instructions. Your global rules for style and structure (length, channels, what to always or never say). These override our defaults; leave blank to use ours. Style templates give you a starting point.
• Enforcement rules. Hard rules the AI must never break, one per line. Absolute: they override your instructions and ours. Use for compliance and brand safety, not style.
• By signal. Override the global instructions for leads from a specific signal (for example, lead funding-signal sequences with the raise). Only your enabled signals show here; leave a signal blank to use the global instructions.

The Today queue

Starting outreach on a Lead puts it on a cadence: each step gets a due date based on the step delays, and due steps surface in the Today section on Home. From a queue row you can edit the draft, copy it, open the person's profile, and record what happened:

• Mark sent advances to the next step and schedules its due date.
• Replied / Booked / Closed record the outcome and stop the cadence.
• Snooze pushes the next due date out.

The queue is the daily loop: open Today, work the due steps top-down, record outcomes as you go.

Sending

Two ways to act on a Lead:

1. Copy and send from your own account. Copy each step from the Lead's sequence (or from the Today queue on Home) and send it on LinkedIn yourself, as you, from your profile, on your own schedule.
2. Push to your CRM and run outreach in the tool your team already uses. See Integrations.

Most teams send the connection note while the signal is fresh, then work the follow-up steps from the Today queue. CatchIntent drafts the sequence and you send each step yourself. Automated sending is not part of v1. The browser extension captures new leads while you prospect on LinkedIn.

The older "Touch / Playbook / Engagement" model from a previous version of CatchIntent is retired. Sequencing now lives on each Lead, as above.