Outbound
Reach every owner on the channel they actually answer.
Equitle runs one sequence across handwritten letters, email, calls and LinkedIn. Each owner is routed by the details we found, every touch is written from their research, and a reply on any channel stops the rest.
Owner outreach
HVAC services, Southeast · 212 owners
Letter · Day 1
212 mailed
Email · Day 4
188 sent
Call · Day 7
146 dialed
LinkedIn · Day 10
121 sent
212
Reached
38
Replied
17
Interested
9
Meetings
0×
More owner meetings a month than traditional BD teams.
0
Channels in one sequence: letter, email, call and LinkedIn
From the first letter to the first meeting.
One sequence, four channels.
Letters, email, calls and LinkedIn in the order you choose, spaced the way you want.
Handwritten letters, email, calls and LinkedIn
Steps spaced in days, paced as a whole
Sent in each owner’s local time
Every email written from the owner’s research
Sequence
Founder outreach · 4 steps
Handwritten letter
Printed and mailed
Day 1
Follow-up email
Wait 3 days
Day 4
Call the owner
Wait 3 days
Day 7
LinkedIn message
Wait 3 days
Day 10
The right first touch for every owner.
Owners without an email get a letter first. Owners with a mobile get a call. Nobody gets a step that can’t reach them.
Routes each owner by the contact details found
Letter first when there is no email
Approve every touch, or let it run on its own
Switch an owner to another channel any time
Channel routing
First touch per owner
Owner
Mobile
First
Ruth Calloway
Calloway Mechanical
Hank Delgado
Delgado Air
Marcy Lund
Lund Heating & Cooling
Otis Brennan
Brennan Comfort
A reply ends the sequence.
When an owner answers on any channel, the remaining touches stop and the reply lands with your team.
Replies read and tagged for you
Remaining steps canceled on a reply
Results by channel, down to the meeting
Every touch logged on the owner’s record
Results
Last 30 days
Reached
212
Replied
38
Interested
17
Meetings
9
Ruth Calloway replied
“Happy to talk next week.”
Everything in Outbound.
Multi-channel sequences
Letters, email, calls and LinkedIn as steps in one sequence, in any order.
Channel routing
Each owner starts on a channel that can reach them, based on the contact details found.
Local send times
Emails and calls go out in each owner’s own time zone, inside the hours you set.
Approve or automate
Review every touch before it goes out, or let the sequence run on its own.
Reply handling
Replies are read and tagged, the sequence stops for that owner, and your team is told.
Results by channel
Reached, replied, interested and meetings booked, per channel and per sequence.
Questions about Outbound
Handwritten letters, email, phone calls and LinkedIn. Mix them in any order, and Equitle routes each owner to the channels it can actually reach them on.
Only if you want it to. You can approve every touch before it goes out, or let a sequence run on its own once you are happy with it.
The rest of the sequence stops for that owner, the reply is tagged, and it lands with your team so you can pick up the conversation.
Yes. Letters carry your signature and letterhead, emails come from inboxes set up for your firm, and calls show your number.
Every channel, one sequence
See how Hawk reaches owners by letter, email, phone and LinkedIn.
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
Private Equity
Search Funds
Independent Sponsors
Family Offices
Growth Equity
Corporate Development
M&A Advisors
