LGS / PRACTICAL CHECKLIST · 2026

The Swiss outbound
readiness checklist.

Ten decisions to make before your next campaign. Print this page or save it as a PDF from your browser.

RESEARCH → SEQUENCE → CONVERSATIONIllustrative workflow · example data
01 / DISCOVER

Find the person.
Understand the account.

Emailcontact@example.com

Phone+41 •• ••• •• ••

LinkedInDecision-maker identified

ICP → research → enrichment → review
02 / ENGAGE

One conversation.
Connected channels.

  1. 01✉ Personalised introduction
  2. 02in LinkedIn connection
  3. 03✉ Relevant follow-up
  4. 04☎ Prepared sales call
A reply changes the next step.
03 / LEARN

Read the signals.
Qualify the interest.

Open rate42%
Click rate6%
Meetings booked04
Example only. Opens and clicks are directional signals.
Human review at every commercial decision.Explore the process

01 / Define the offer

Write one sentence naming the buyer, the problem and the outcome your offer supports. List the claims you can substantiate. Decide what a first conversation should establish. Confirm who on your team can explain implementation, pricing and next steps.

02 / Make the ICP usable

Specify company characteristics, target geography and the relevant use case. Add exclusions, including existing customers, unsuitable business models and accounts already owned by your team. Review a small account sample before scaling research.

03 / Map the buying group

Identify the functional owner of the issue, likely technical evaluators and commercial decision-makers. Record evidence for each role. Flag uncertain responsibilities rather than assuming a senior title means buying authority.

04 / Verify the campaign data

Check company status, contact relevance and the fields needed for each channel. Record the reason each account belongs in the campaign. Agree how corrections, suppression requests and contact preferences will be handled.

05 / Choose the region and language

Decide where the first campaign begins. Confirm who can write, review and hold conversations in the required languages. Scope any additional language support before launch. Do not rely on translating the first email while leaving the reply process undefined.

06 / Build the message

Connect a specific account issue to your offer. Keep evidence accurate. Choose a next step appropriate to the buyer’s awareness and likely interest. Prepare a small number of meaningful message variants rather than changing every variable at once.

07 / Coordinate the channels

Assign a purpose to email, LinkedIn and phone. Decide when a reply pauses the sequence and who takes ownership. Review sending arrangements and platform requirements. Record requests not to be contacted and keep them consistent across channels.

08 / Agree qualification

Define the minimum account fit, relevant role and interest signal for a meeting. Decide what information sales needs before accepting a handover. Separate a positive reply from an actual qualified conversation.

09 / Prepare measurement

Define accounts researched, contacts verified, outreach, replies, qualified interest, meetings booked and meetings held. Record denominators and timeframes for rates. Capture objections and disqualifying reasons, not only positive responses.

10 / Close the feedback loop

Agree when your team will review progress and provide meeting feedback. End each review with a decision: continue, narrow the segment, change the message, improve the data or reconsider the offer. Keep the next test specific enough to learn from.

THE NEXT MOVE IS YOURS.

Your next Swiss client
is already out there.

Let’s find the right companies, start the right conversations and build your Swiss pipeline.

01 / MARKET02 / TARGET03 / ENGAGE04 / QUALIFY05 / MEETING ↗
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