How an automated outreach workflow moves from cold lead to booked call

The full outreach stack works in five stages. First, a send stack — Instantly for email, HeyReach or Bot Dog for LinkedIn DMs — fires off outreach. Second, when a positive reply comes in, a webhook pings the server. Third, an agent picks up the conversation, answers questions, and pushes toward booking. Fourth, a Calendly or Cal.com link confirms the discovery call. Fifth — and this is the part most people skip — six months later the system automatically re-engages leads that went cold. The whole flow runs without human intervention at each handoff point.