# Outbound Sales Sequences: SDR, AE, and AM Playbook
> Learn effective outbound sales strategies for DTC, Professional Services, and Fintech using trigger-based personalization and multi-channel sequences.

Tags: outbound-sales, sdr-strategy, sales-sequences, marketing-automation, fintech-sales, b2b-sales, dtc-marketing
## RBoudrias Case Study: Multi-Channel Sales Sequences

*   **Summary:** A comprehensive guide to outbound sales scenarios for different roles (SDR, AE, AM) focusing on trigger-based personalization.

## Scenario 1: SDR Outbound for DTC E-Commerce

*   **Strategy:** Targets mid-market DTC brands using email, LinkedIn, and X (Twitter) DMs.
*   **Sequence:** 11 touches over 3 weeks. Highlights include personalized Loom videos and pattern-breaking touches.
*   **Personalization Triggers:** Product launches, funding rounds, and competitor ad activity.
*   **Metrics:** Targets 35-40% email open rates and 8-12% reply rates.

## Scenario 2: Client Partner (AE) for Professional Services

*   **Strategy:** Focused on opportunity advancement for firms doing $500K–$5M ARR.
*   **Sequence:** 9 touches over 3 weeks. Uses post-engagement recaps and pilot teasers.
*   **Goal:** Secure $2K–$8K/month pilot spending commitments.
*   **Key Indicator:** Follow-up timeliness (recaps within 24 hours).

## Scenario 3: Account Manager for Fintech & Crypto

*   **Strategy:** Data-driven renewal and expansion for current advertisers spending $1K–$5K/month on X.
*   **Sequence:** 8 touches over 4 weeks driven by Quarterly Business Reviews (QBR).
*   **Expansion Goal:** A 50% increase in monthly ad spend based on account performance data.
*   **Critical Metric:** Net Revenue Retention (NRR) and QBR acceptance rates.
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