Win new leaders at target accounts with a three-touch welcome

When a new executive at a target account is found, AIMEE sends a LinkedIn congratulations, an email with one useful idea three days later, and a postcard a week after that.

16 stepsEach new executiveYou approve before anything is sent

The workflow diagram

Win new leaders at target accounts with a three-touch welcome: workflow diagramThe 16 steps of this workflow, from its trigger to the final step.When someone joins New executives. Audiences and recordsBWWHENTRIGGERWhen someone joins NewexecutivesAudiences and recordsAt one of your target accounts?At one of yourtarget accounts?LinkedIn congratulations. Waits for your approvalAITHENYOUR OKLinkedIn congratulationsWaits for your approvalWait 3 days. Waits and logicBWTHENWait 3 daysWaits and logicHas a work email?Has a work email?Find the missing work email. Paid per resultDATHENFind the missing workemailPaid per resultEmail found?Email found?Verify before anything is sent. Paid per resultDATHENVerify before anything issentPaid per resultDeliverable?Deliverable?Email with one useful idea. Waits for your approvalAITHENYOUR OKEmail with one usefulideaWaits for your approvalWait 7 days. Waits and logicBWTHENWait 7 daysWaits and logicMailed in the last 180 days?Mailed in thelast 180 days?Find the office mailing address. Paid per resultDATHENFind the office mailingaddressPaid per resultPull out the address. Waits and logicBWTHENPull out the addressWaits and logicAddress found?Address found?Save the mailing address. Audiences and recordsBWTHENSave the mailing addressAudiences and recordsMail a welcome postcard. Waits for your approvalDMTHENYOUR OKMail a welcome postcardWaits for your approvalThis path stops hereThis path stops hereThis path stops hereThis path stops hereYesNoYesNoYesNoYesNoYesNoYesNo
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

When a new executive at a target account is found, AIMEE sends a LinkedIn congratulations, an email with one useful idea three days later, and a postcard a week after that. Every touch waits for your approval.

Why it works. Three different channels over ten days get noticed without feeling pushy, and new leaders are deciding who they want to work with.

The LinkedIn note, email and postcard each wait for your approval.

How it works

It starts: When someone joins New executives, or run it on a person.

  1. 1

    At one of your target accounts?

    If yes, it goes on to "LinkedIn congratulations". If no, it stops for that person.

  2. 2

    LinkedIn congratulations Waits for your OK

    AIMEE writes the message and sends it only after the required approval.

  3. 3

    Wait 3 days

    Waits for the time you set before the next step.

  4. 4

    Has a work email?

    If yes, it goes on to "Verify before anything is sent". If no, it goes on to "Find the missing work email".

  5. 5

    Find the missing work email

    Fills a missing work email, trying included data first and paid sources only to fill the rest.

  6. 6

    Email found?

    If yes, it goes on to "Verify before anything is sent". If no, it goes on to "Wait 7 days".

  7. 7

    Verify before anything is sent

    Checks the email is deliverable before anything is sent. Free checks run first.

  8. 8

    Deliverable?

    If yes, it goes on to "Email with one useful idea". If no, it goes on to "Wait 7 days".

  9. 9

    Email with one useful idea Waits for your OK

    AIMEE writes the message and sends it only after the required approval.

  10. 10

    Wait 7 days

    Waits for the time you set before the next step.

  11. 11

    Mailed in the last 180 days?

    If yes, it stops for that person. If no, it goes on to "Find the office mailing address".

  12. 12

    Find the office mailing address

    Answers a question about the company with web research.

  13. 13

    Pull out the address

    AIMEE classifies, extracts or writes using your instruction.

  14. 14

    Address found?

    If yes, it goes on to "Save the mailing address". If no, it stops for that person.

  15. 15

    Save the mailing address

    Saves what was found onto the record.

  16. 16

    Mail a welcome postcard Waits for your OK

    AIMEE personalizes a postcard, which is printed and mailed. It waits for your approval first.

What you need

  • Workflow Wallet funds for paid lookups
  • AIMEE in your BrandWell plan
  • Direct Mail in your BrandWell plan
  • AIMEE connected to LinkedIn
  • An Outreach campaign
  • A Direct Mail campaign
  • A list of target accounts

What it costs

Each postcard is personalized, printed and mailed, and charged only when it ships.

  • Assumes AIMEE is already enabled in your plan. Subscription fees are separate.
  • Assumes Direct Mail is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

$2.58 typical per 100 contacts, up to $550.00

Free sources and LeadFuze data run first. Paid lookups only fill the rest, and misses are free on most sources. Estimates use current customer prices.

Data partners

Free sources run first, then the rest in the order this workflow tries them.

  • Find the missing work email

    • LeadFuze
    • QuickEnrich
    • Kitt AI
    • AI Ark
    • Tomba
    • MoltSets
    • Dropleads
    • Findymail
    • +6 more
  • Verify before anything is sent

    • LeadFuze
    • ContactOut
    • Kitt AI
    • MillionVerifier
    • Dropleads
    • BounceBan
    • LimaData
    • LeadMagic
    • +4 more
  • Find the office mailing address

    • TinyFish
    • Perplexity
    • Search1API
    • Serper
    • Context.dev
    • Keenable
    • You.com
    • Exa
    • +2 more