If your sales team is spending more time clicking around spreadsheets than talking to real people, something’s gone wrong. This guide is for anyone who wants to stop babysitting outreach lists and start setting up prospect workflows in Konnecto that actually save time. You don’t need to be a technical wizard, but you do need to know what’s worth automating—and what’s just noise.
Let’s cut through the fluff and get your outreach humming.
What You Need Before You Start
Before you jump into Konnecto, get your ducks in a row:
- A clear list of prospects. Garbage in, garbage out. Make sure your list is clean and up-to-date.
- Your outreach plan. Know what you want to say and how often. Automation can’t fix a bad message.
- Basic access to Konnecto. If you’re not set up yet, get access first.
- CRM or email tools connected. If you plan to sync with Salesforce, HubSpot, or Gmail, make sure those connections are working.
If you’re missing any of these, you’ll waste time later. Trust me, it’s worth pausing to check.
Step 1: Map Out Your Outreach Workflow
Don’t just copy what you’ve always done. Automating a messy process just makes it worse, faster. Sketch out:
- Who you’re reaching out to. (e.g., new leads, warm prospects, cold contacts)
- When you want to contact them. (immediately, after X days, after an action)
- What channels you’ll use. (email, LinkedIn, phone, etc.)
- What happens if they reply? (Stop, switch tactics, escalate?)
Pro Tip: If you can’t explain your workflow in simple steps, Konnecto can’t automate it. Write it out on paper first.
Step 2: Set Up Your Prospect List in Konnecto
Now, get your data into Konnecto. Here’s what works (and what doesn’t):
- Uploading a CSV: Easiest way. Make sure columns are labeled (First Name, Last Name, Email, Company, etc.).
- CRM integration: If you’ve connected your CRM, you can usually import lists directly.
- Manual entry: Only do this if you have a tiny list. Otherwise, you’ll hate yourself.
What to Ignore: Don’t fuss over every single data field. Just get what you need for outreach. You can always clean up later.
Step 3: Build Your Outreach Sequence
This is where most people get lost in the weeds. Konnecto gives you a sequence builder—think of it as a flowchart for your outreach.
How to actually set up a sequence:
- Choose your trigger.
- New prospect added? Time-based? Activity in your CRM?
- Add outreach steps.
- Email #1 (Immediate)
- Wait 3 days
- Email #2
- Wait 2 days
- LinkedIn message
- Wait 5 days
-
Phone call task
-
Set conditions.
- If they reply: stop sequence, notify you, or switch to a different track.
- If bounced: mark as bad lead, remove from list.
Pro Tip: Don’t overload the sequence. Three to five steps is plenty. More than that and you’re just annoying people.
Step 4: Personalize (But Don’t Obsess)
Konnecto lets you use variables like {{First Name}}, {{Company}}, etc., in your messages. Personalization helps, but don’t chase perfection.
- Use the basics: First name, company, maybe a recent event.
- Avoid paralysis: Spending an hour tweaking every email is overkill.
- Test templates: Send a few to yourself first to catch weird formatting.
What’s overrated: Hyper-personalization at scale. If your message is relevant, simple merges do the job.
Step 5: Connect Communication Channels
Automating only works if your messages actually go out (and replies come back). In Konnecto, hook up your email, LinkedIn, or SMS channels.
- Email: Usually OAuth with Gmail or Office 365. Test send before you trust it.
- LinkedIn: Sometimes requires browser plugins or API keys. Don’t use your main account for mass outreach—LinkedIn hates that.
- Phone/SMS: If you use these, check for integration limits or extra costs.
Heads up: Don’t ignore sending limits or anti-spam rules. Blasting too many messages too fast gets you blocked or flagged.
Step 6: Launch and Monitor the Workflow
You’ve built your sequence, tested your messages, and connected your channels. Now hit “Activate” (or whatever the button says).
- Start small: Run with a test batch first—maybe 10-20 prospects.
- Watch for errors: Check for bounces, weird formatting, or connection failures.
- Track replies: If replies aren’t being caught, fix that before scaling up.
What to ignore: Vanity stats like “emails sent.” Focus on replies, meetings booked, or whatever actually matters.
Step 7: Handle Replies and Escalate
The point of outreach is to get real conversations started—not just to “touch base” endlessly.
- Set notifications: Make sure you’re alerted to replies, not just logging them.
- Auto-stop sequences: Konnecto can take people out of the sequence automatically when they reply. Use this—don’t keep spamming after they answer.
- Escalate or assign: If someone’s interested, move them to a different workflow or assign to a human for follow-up.
Pro Tip: Nothing tanks your reputation faster than ignoring a reply and sending a canned follow-up anyway.
Step 8: Review, Tweak, Repeat
Automation isn’t set-and-forget. The best teams revisit their workflows every couple of weeks.
- Check performance: Which steps get replies? Which get ignored?
- Adjust timing: Maybe three days is too soon, or too slow.
- Swap templates: Refresh your copy if things get stale.
What’s a waste: Chasing A/B tests on tiny lists. You need real data for real insights.
Common Pitfalls (and How to Dodge Them)
Here’s what trips up most people:
- Bad data in, bad outreach out. Clean your lists.
- Too many steps. You’re not Netflix—don’t automate 10 touchpoints.
- Ignoring replies. Automation means nothing if you miss the real conversations.
- Not testing. Always send a few test messages to yourself first.
And the big one:
- Thinking automation = more sales. It just saves time. The message and offer still have to be good.
Keep It Simple—and Iterate
There’s no prize for the fanciest workflow. Start small. Automate the boring stuff. See what works, then add more if you need to. The best outreach is the one that actually happens, not the one you spend weeks perfecting.
If you keep your process lean and check in often, Konnecto’s automation will actually save time instead of creating new headaches. Don’t outsmart yourself—just get started, and improve as you go.