Paste the audience after installation.
Only contact people who fit your ICP.
Put AI screening before the outreach steps, so a LinkedIn Search audience is filtered before visits, connection requests and follow-up messages begin.
Coherta screens role, profile and company context.
Matched profiles move into outreach.
Accepted people receive a short DM.
Weak fits do not receive outreach.
Make screening the gate before outreach.
This is the clearest product-differentiator playbook: the audience can be broad, but the outreach branch should stay precise.
-
01
Define the ideal customer profile
Write the role, company type, trigger and exclusion criteria in the ICP screening node. Start with a threshold of 80 when quality matters more than volume.
-
02
Route match and no-match separately
The match branch continues to visit, wait and connect. The no-match branch stops, waits or sends the person to a lower-priority list.
-
03
Keep the score out of the message
The message should explain relevance naturally. Do not mention that the person was scored by automation.
-
04
Review false positives weekly
Look at profiles that matched but felt weak, then sharpen the ICP text before scaling the source.
Default timing.
The installed workflow uses timing defaults that appear often in live workflows.
-
01
Wait 3 days before connect
After a profile visit, the workflow waits 3 days before sending the connection request.
-
02
Wait 1 day after acceptance
Accepted connections receive a short message after a natural delay.
-
03
Wait 35 days before cleanup
Not accepted requests are cleaned up after 35 days.
Screening examples.
Use these examples as starting points, then adapt them to your market.
Role-based fit
Score commercial leaders at B2B companies where outbound, CRM quality or account-based sales is visibly relevant.
Common exclusion
Exclude students, consultants outside the target geography, very small side projects and profiles with no clear role context.
After acceptance
Hi [first name]. Thanks for connecting. I reached out because your role at [company] looked relevant to the problem we help with. Should I send the short context?
Install the ICP-first outreach workflow.
The playbook installs screening, match/no-match branches, visit, connect, DM, monitoring and cleanup.