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Practical flows for outreach and follow-up.

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Use playbooks as ready-made workflows for how Coherta Campaigns can build relationships, find the right timing and turn new stakeholders into conversations.

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Choose a playbook and see the workflow step by step.

Post likes to WhatsApp Post likes to WhatsApp From engagement signal to warm conversation: screen fit, connect on LinkedIn, follow up, enrich and prepare WhatsApp only when there is a reason. Includes Like of Posts source and a workflow with ICP screening before WhatsApp. Read playbook
Find. Connect. Call. Find. Connect. Call. Find people by title, connect on LinkedIn, send accepted contacts to a lead list and use enriched phone data for sales calls. Installs the workflow. Add Employee Title + Location as the lead source after installation. Read playbook
AI ICP screening before outreach AI ICP screening before outreach Screen LinkedIn Search opportunities before any outreach and route no-match profiles away from the active sequence. Installs the screening workflow. Add a LinkedIn Search URL after installation. Read playbook
LinkedIn Search to Calendly booking LinkedIn Search to Calendly booking Use a LinkedIn Search audience, screen fit, and move matched people into a Calendly booking workflow. Installs the workflow. Add a LinkedIn Search URL and Calendly link after installation. Read playbook
A/B test your outreach flow A/B test your outreach flow Test timing and message angles in one workflow with A/B split, branch-specific waits, messages and a merge back into follow-up. Installs the A/B workflow. Add your lead source after installation. Read playbook
Post likes to LinkedIn follow-up Post likes to LinkedIn follow-up Use post engagement as a warm LinkedIn signal: screen fit, wait 2 days, connect, follow up after acceptance and clean up stale requests. Includes Like of Posts source and a LinkedIn-first follow-up workflow. Read playbook
Right stakeholders directly in BlueNordix Right stakeholders directly in BlueNordix Partner workflow: add stakeholders to monitoring, enrich data and send the right people into BlueNordix after integration details are added. Installs workflow only. Add BlueNordix URL, Campaign ID and API token after installation. Read playbook
Founder Saelger Founder Saelger A Coherta playbook with practical steps, roles and actions. Includes workflow. Leads are pulled automatically from the LinkedIn profile setup. Read playbook
How to hit $1m+ ARR How to hit $1m+ ARR An outbound playbook inspired by Finn Mallery: structured lead lists, Auto Connect, LinkedIn DM sequencing, 200 connects per week and AEO. Includes workflow and prepared Opportunities. Read playbook

How Coherta turns playbooks into practical sales work

Coherta is built for teams that need a clearer way to find relevant companies, understand why they matter and move from research to action without losing context between tools. The platform combines market data, company filters, stakeholder information, signals, campaigns and follow-up in one workflow, so a team can work from the same view instead of rebuilding lists in spreadsheets, browser tabs and separate CRM notes.

01

Start with the right segment

The work begins by defining the companies and contacts that fit the offer. Coherta helps narrow the market by industry, geography, company size, technology, hiring activity, website signals and other criteria that make a prospect relevant. That gives sales, marketing and founders a shared target audience before outreach starts.

02

Add timing and context

A good list is useful, but timing makes it easier to start a meaningful conversation. Coherta connects company data with signals such as changes in the market, stakeholder updates, new activity and intent that can explain why a company should be contacted now. The result is a more useful reason to reach out.

03

Move into action

When the target group is ready, the same data can be used in Campaigns, CRM tasks, exports and follow-up flows. Teams can keep track of what has been contacted, which stakeholders are involved, what message was used and what should happen next, without separating strategy from execution.

Why teams use Coherta as an operating layer

Many B2B teams already have a CRM, but the CRM rarely explains where the next good conversation should come from. Coherta sits before and around that process. It helps the team describe the ideal customer profile, discover companies that match it, understand the people connected to those companies and decide which opportunities deserve attention first. That makes the sales process more consistent, especially when several people are working with the same market.

The goal is not to send more generic outreach. The goal is to give each action a better reason. A signal can become a note for the seller, a campaign step, a CRM activity or a reason to revisit an account that was previously too early. A stakeholder can be reviewed in context instead of as an isolated name. A segment can be adjusted when the team learns which industries, roles or triggers lead to better conversations.

This is also why Coherta pages focus on practical workflows instead of isolated features. Data quality, segmentation, signals, personalization, playbooks and reporting all support the same outcome: helping a team spend less time assembling context and more time acting on the opportunities that are most likely to become real pipeline.