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THE OUTREACH JOURNEY

From a cold name to a booked meeting, completely handled.

Find the right person. Learn what matters. Write with context. When you need the full handoff, Orio can carry the conversation to a meeting.

Get started See how Orio works
THE JOURNEYILLUSTRATIVE EXAMPLE
ACAlex CarterNorthstar Studio · fictional lead
CALENDARMeeting bookedAlex Carter · Northstar Studio
Cold nameFind · Know · Write · Send · OrioConfirmed meeting
ONE LEAD. ONE CONTINUOUS STORY.

CHAPTER 01 / FIND

Start with a name. Find the person behind it.

On Enterprise, describe the companies you want to reach. Find Leads returns company matches and can add a person and available email or phone details.

Explore Find Leads
DeepReachAIFind Leads
Find design studios in Austin
COMPANY RESULTS EXAMPLE
Northstar StudioAustin · company found
Alex CarterContact enriched · Enterprise
ContactEmail and phone when available

CHAPTER 02 / KNOW

Look for a real reason to write.

Research pulls company context before the first message. When a source shows a useful signal, carry that fact into the outreach. Alex is still the same fictional lead in this example.

Explore the workflow
DeepReachAIResearch
RESEARCH NOTES NORTHSTAR STUDIO
SourceCompany website
SignalHiring for client projects · example
Message angleReference the verified signal

Illustrative research. Actual results depend on available sources.

CHAPTER 03 / WRITE

Turn what you learned into a message.

Generate an email, a LinkedIn message, or a WhatsApp message for review. Each channel has its own draft. The example text shown here is illustrative, not a real lead or verified signal.

Create an email
DeepReachAIGenerate outreach
EmailLinkedInWhatsApp

To: Alex Carter

Subject: Your new client projects

Hi Alex,

I saw Northstar Studio is hiring for client projects. If your team is expanding delivery, a short conversation might be useful.

Would you be open to a call?

Illustrative copy. Review generated messages before sending.

CHAPTER 04 / SEND & FOLLOW UP

Keep the conversation in view.

Open a drafted email in Gmail, review it, and send it yourself. Mark it sent in History to start a follow-up timer. Enterprise CSV sequences prepare research-backed drafts for review and export.

See sequencing
DeepReachAIHistory / Sequences
OUTREACH HISTORY ALEX CARTER
Email draftedOpen in Gmail to review and send
Marked sentFollow-up timer starts
Follow-upGenerate from history

Enterprise CSV sequences prepare outreach drafts for review and export.

CHAPTER 05 / ORIO

Now the work can keep moving.

Orio takes the same lead from a clear instruction to an actual handoff. This example follows Alex Carter at the fictional Northstar Studio.

OrioEXAMPLE CAMPAIGN
Instruction

Give Orio the brief

01Design studios in Austin
02Offer: client delivery support
03Outreach: explicitly requested
ACAlex Carter Northstar Studio · fictionalMoving forward

Speak or type who to find, where, and what you offer. Orio starts outreach only when you explicitly ask it to contact leads.

Step 1: Give Orio the brief. Speak or type who to find, where, and what you offer. Orio starts outreach only when you explicitly ask it to contact leads.
Step 2: Find a reason to reach out. Orio searches the web for hiring, project, contract, and request signals. It keeps results tied to a real company.
Step 3: Add the right contact. Only qualified companies move to contact enrichment. A name, email, or phone appears when it can be resolved.
Step 4: Draft LinkedIn, send email. For an outreach instruction, Orio saves a LinkedIn draft for you and sends a researched first email through your connected account when an address is available.
Step 5: Get the campaign report. After the run, Orio sends a WhatsApp report to your saved phone with search, qualification, enrichment, and sent email counts. An email update is also attempted.
Step 6: Let the reply choose the path. Email replies are classified as WhatsApp opt-in, call consent, decline, or ambiguous. An ambiguous reply can get one follow-up after three days. A decline stops that path.
Step 7: Call when invited. With call consent, a usable number, an active calling connection, and plan minutes available, Orio places a call to arrange a meeting.
Step 8: Put it on the calendar. When a time is agreed, Orio checks the connected calendar, creates the event, invites the contact, and attempts a WhatsApp booking alert to you.

STEP 01

Give Orio the brief

Speak or type who to find, where, and what you offer. Orio starts outreach only when you explicitly ask it to contact leads.

OrioEXAMPLE CAMPAIGN
Instruction

Give Orio the brief

01Design studios in Austin
02Offer: client delivery support
03Outreach: explicitly requested
ACAlex Carter Northstar Studio · fictionalMoving forward

STEP 02

Find a reason to reach out

Orio searches the web for hiring, project, contract, and request signals. It keeps results tied to a real company.

OrioEXAMPLE CAMPAIGN
Intent search

Find a reason to reach out

01Northstar Studio
02Hiring for client projects
03Source checked before qualification
ACAlex Carter Northstar Studio · fictionalMoving forward

STEP 03

Add the right contact

Only qualified companies move to contact enrichment. A name, email, or phone appears when it can be resolved.

OrioEXAMPLE CAMPAIGN
Enrichment

Add the right contact

01Alex Carter · Northstar Studio
02Contact record enriched
03Missing details stay missing
ACAlex Carter Northstar Studio · fictionalMoving forward

STEP 04

Draft LinkedIn, send email

For an outreach instruction, Orio saves a LinkedIn draft for you and sends a researched first email through your connected account when an address is available.

OrioEXAMPLE CAMPAIGN
First touch

Draft LinkedIn, send email

01Email · sent if available
02LinkedIn · draft for you
03Research and intent included
ACAlex Carter Northstar Studio · fictionalMoving forward

STEP 05

Get the campaign report

After the run, Orio sends a WhatsApp report to your saved phone with search, qualification, enrichment, and sent email counts. An email update is also attempted.

OrioEXAMPLE CAMPAIGN
Owner report

Get the campaign report

01Sent to your saved phone
02Qualified and enriched counts
03Emails sent, if outreach ran
ACAlex Carter Northstar Studio · fictionalMoving forward

STEP 06

Let the reply choose the path

Email replies are classified as WhatsApp opt-in, call consent, decline, or ambiguous. An ambiguous reply can get one follow-up after three days. A decline stops that path.

OrioEXAMPLE CAMPAIGN
Reply branches

Let the reply choose the path

01WhatsApp · only after opt-in
02Call · only after explicit consent
03Decline · no follow-up
ACAlex Carter Northstar Studio · fictionalMoving forward

STEP 07

Call when invited

With call consent, a usable number, an active calling connection, and plan minutes available, Orio places a call to arrange a meeting.

OrioEXAMPLE CAMPAIGN
Consented call

Call when invited

01Consent confirmed
02Calling number connected
03Plan minutes checked
ACAlex Carter Northstar Studio · fictionalMoving forward

STEP 08

Put it on the calendar

When a time is agreed, Orio checks the connected calendar, creates the event, invites the contact, and attempts a WhatsApp booking alert to you.

OrioEXAMPLE CAMPAIGN
Meeting booked

Put it on the calendar

01Alex Carter · Northstar Studio
02Calendar event and invitation
03Booking alert to your phone
ACAlex Carter Northstar Studio · fictionalMeeting booked

Orio is available on Enterprise plans. Prospect WhatsApp messages need opt-in. Declines and WhatsApp opt-outs are respected.

See Enterprise plans

CHAPTER 06 / EVERYWHERE YOU WORK

Keep the same context close.

The Chrome extension brings page context into the workflow. The MCP server lets Pro and Enterprise users use DeepReachAI tools from Claude. Alex's story stays in one workspace.

Explore MCP See all features
DeepReachAIConnected tools
WORK WHERE YOU START DeepReachAI
Chrome extensionBring page context into outreach
MCP serverUse DeepReachAI tools in Claude

MCP access is available on Pro and Enterprise plans.

THE NEXT STEP

Start where you are. Add Orio when you are ready.

Free, Starter, and Pro cover different levels of research and message generation. Enterprise adds Find Leads, enriched contacts, sequences, and Orio. Pricing uses INR for India and USD elsewhere at checkout.

View current pricing
FreeTry message generation
Starter / ProResearch and message generation
EnterpriseFind Leads, sequences, and Orio

See the Pricing page for current plan limits and country-specific prices.

COMMON QUESTIONS

What happens at each handoff?

Does DeepReachAI send every generated message?

No. In the standard generators and CSV sequences, you review the drafts. Email can open in Gmail compose. Orio sends email through a connected account only when your instruction explicitly requests outreach.

Is Find Leads included in every plan?

No. Find Leads, contact enrichment, and sending enriched leads to personalization are available on Enterprise plans.

Does Orio send LinkedIn messages?

Orio saves a LinkedIn draft for you. It does not automatically send it.

When can Orio message or call a prospect?

Prospect WhatsApp outreach follows a WhatsApp opt-in reply. A call follows explicit call consent and needs a usable phone number, a connected calling number, and available plan minutes.

YOUR TURN

Alex's meeting is on the calendar. Where will your first lead go?

Begin with one name, one market, or one clear instruction.

Start with a lead