Run a plain outreach board
This guide walks a campaign through the Plain outreach board, from the first account you pick to the closed card. What the columns and rules mean is explained in Workflow boards.
1. Create the board
Section titled “1. Create the board”- Open the campaign, click its Board tab and then Create board (or go to Campaigns → Boards, click New board and pick the campaign).
- In the New board dialog, choose A workflow → Plain outreach, or Copy from another board and pick the Board to copy to reuse the setup of a board you already tuned (column labels, hidden columns, follow-up days, saved views). Copying never brings cards or history.
- Click Create board.
Every account of the campaign now sits in Not started, best fit score first.
2. Pick accounts deliberately
Section titled “2. Pick accounts deliberately”Don’t move the whole column. The board is for the accounts you will actually work this week.
- Score and review the campaign first if you haven’t (Review thousands of accounts). In Not started, use Search accounts and the Any review / Any score filters to narrow it (Clear filters resets them). Not shown: … says which accounts the column leaves out, such as those judged not a fit.
- Look at each card’s conversation and next-step counts: an account a colleague is already talking to in another campaign is better left alone.
- Drag the account to Selected (or use Move to… → Selected). The board creates a “Contact account” next step, due today.
3. Contact and record it
Section titled “3. Contact and record it”Write to the account however you normally do, then log the message on the account’s conversation in this campaign: Open conversation in the card’s drawer opens it (Log a conversation). Logging the sent message moves the card to Contacted by itself, records the first contact date from the message, completes the “Contact” step and starts the follow-up clock.
If the contact happened outside LeadHunter and you won’t log it, move the card to Contacted by hand. Under How was the first contact made? choose Outside LeadHunter (a call, a visit, another tool) and give the Day, the Channel and, if you like, a Reference (optional) such as “called, spoke to the owner”. For a message you did log, choose A message logged in LeadHunter and pick it under Message sent.
4. Follow up and handle replies
Section titled “4. Follow up and handle replies”- No answer: on the follow-up date the board’s “Follow up with account” step shows in your next steps (the bell and Today), and in the Overdue tab of the Work queue once it’s past.
- They reply: log the reply. A reply you log moves the card to Replied and cancels the follow-up. A reply logged by an agent appears under To confirm in the card’s drawer: say whether it is a real reply (only then does the card move), a refusal, an auto-reply or a bounce. Auto-replies and bounces never count.
- A reply that arrived on the account without a campaign can be counted for the card with Link a message in the drawer, then Link.
- If you got an answer you can’t log, move the card to Replied by hand: under Why are you moving it? choose Another reason and write it. (They replied (a message logged in LeadHunter) lets you pick Their reply instead.)
Use Demo (optionally with its date) and Trial when the conversation goes there.
5. When something is stuck
Section titled “5. When something is stuck”In the card’s drawer, Block the card: What blocks it, Owner (optional) and Review on (optional). It shows in the Blocked tab until you Unblock it.
If a card was moved by mistake, use Correct the stage: pick where it goes under Back to, give a Reason and click Correct. The card goes back, the history keeps both moves and no recorded date is lost. A wrong date is fixed with Correct date under Milestones.
6. Close the card
Section titled “6. Close the card”Move it to Closed and choose the Outcome:
- Won: give the date and a reference (invoice, order, note). The board never marks a win on its own, even if the account’s status says it is a client.
- Lost, No response or Not a fit, with a Note (optional).
Closing cancels the board’s open steps for that card. A closed card can be reopened from its drawer with Reopen.
Started cards can’t be removed from the campaign; close them instead.
7. Check the numbers
Section titled “7. Check the numbers”Each board keeps weekly numbers: cards started, first contacts, replies and wins per week, the contact, reply and win rates (over cards started at least 28 days ago) and the median days to a win. There is no screen for them in the app yet; read them through the Boards API. If you run the same workflow in several campaigns, the Boards page (Campaigns → Boards) lists a combined view under Combined views that shows them together.