copy the flow that doubled our conversions

Greetings, LinkedIn operators! It’s time for another edition of "The Outbound Alchemist 🧪". A newsletter that makes sure you never miss a beat in outbound... and inbound-led outbound too.

Speaking of which, I have something very special for you. It’s the secret behind our conversion rate increase from 9% to 17% in Q4 last year.

Best part? You can download all the AI Agent prompts and the entire flow, then plug them straight into your system.

Lemme show you! 👀

We recreated the flow that doubled our conversion rate in Make

Originally, we made this flow using Clay. But since HeyReach recently integrated with Make, we rebuilt the flow in… well, Make. 😅

(plus, a few of you reached out to ask about some Make recipes… so here’s one)

Back in Q3 last year, we had a conversion rate problem. Basically a lot of free trial signups were coming in, but conversion was stagnant at 9%. It felt like watching paint dry.

But then we implemented this inbound-led outreach motion, and our conversion rate jumped to 17%.

To give a quick recap:

1. Someone signs up for a free trial

2. They get whisked away into HubSpot

3. Our AI agents qualify leads across tiers

4. All data is passed back and organized in our CRM

5. Human-led and self-serve motions are executed

No manual work, all automated.

Put simply, we gathered accurate data on new users, allowing us to reach out with personalized messages that boosted both user activation and conversion rates.

Say we notice a sales team with 10+ reps generating $5M+ annually who wants to automate and track their LinkedIn outreach activities.

Sales or Success teams may wanna reach out and hop on 1:1 walkthroughs with specific leads.

Meanwhile, the Marketing team can track qualified free trial signups instead of just total numbers. Maybe even customize onboarding flows for self-serve verticals.

For example, if you plan to reach out through LinkedIn, you could use HeyReach to:

• If already connected, send a direct message

• If not connected, send a connection request first. If they accept, send the message

• If they don't accept your request, you can send an InMail

It's the same message, but you make sure it reaches the lead one way or another.

Simple but powerful. We saw excellent reply rates, which translated directly into booked meetings and successful conversions of tier 1 and tier 2 users.

You can also find verified email addresses and reach leads via email. Only it wouldn't be a cold email but a warm one. Way easier, you can ask Nadja or Umer. 😉

This is how your marketing and sales can work in perfect harmony.

Marketing unlocks inbound channels (or what our CMO likes to call "The Great Lead Flood of 2025" as we get 2k+ free trial signups per month). Sales and Success teams focus on closing deals, activating users, and helping them win.

Want to try this flow?

To make your life simple, you can download and import this Make flow instead of building it from scratch. Here’s what you get:

• Ready-to-use Make scenario (just import it into your account)

• AI Agent prompts you can copy and paste (using Relevance AI)

• A step-by-step video tutorial that walks you through the setup

FYI - we used HubSpot as our CRM, Relevance AI as our Agent, and HeyReach for outreach. You can switch the tools or add steps in a flash.

Happy hunting,

Nick, CEO @ HeyReach