Taking Action: Calls, Messages, and Outreach

3 min. readlast update: 06.26.2025

Once you’ve identified a high-intent lead in Stairoids, the next step is clear: take action. Whether it’s connecting on LinkedIn, sending a message, making a call, or triggering a marketing flow — Stairoids makes outreach fast, relevant, and one-click simple.

This article walks you through the different outreach options and how to act directly from within the platform.


🧠 Why Action Matters

Signals are only valuable if you act on them. Stairoids helps you go from “this person is engaged” to “we’ve started a real conversation” — without switching tabs or losing momentum.

The goal: Less time researching. More time connecting.


⚡ Ways to Take Action in Stairoids

From any company or contact card, or from your task list, you can:

🔗 Connect on LinkedIn

Send a personalized connection request — perfect when someone viewed your profile or liked your post.

💬 Send a LinkedIn Message

Already connected? Follow up with a message based on their recent behavior (e.g. profile view, post like, website visit).

📞 Make a Call

If the phone number is known, make a call and use the live signal data as context for the conversation.

📧 Send an Email

Push the contact to your email tool and send a personalized message referencing their engagement.

📲 Start a WhatsApp Chat

Great for informal or mobile-first conversations, especially if you’ve already built some familiarity.

📣 Trigger a Marketing Flow

Use a heart ❤️ or label to alert marketing to follow up with a nurture campaign or add them to a sequence.


📤 Export Lists for External Campaigns

Stairoids is currently designed to capture buying signals and turn them into actionable lists. Using filters, you can generate smart segments and export them for various platforms:

Export To Purpose
LinkedIn Automation Tools Use for auto-profile views or connection requests
LinkedIn Ads Upload the list as a matched audience and run targeted ads
Email Automation Launch campaigns or workflows in tools like ActiveCampaign
CRM Assign to reps, track manually, or add to cadences

🔁 Pro tip: Keep your lists small and sharp.
Rather than exporting hundreds of leads at once, focus on 10–15 high-quality signals per week. It will give you more control, better conversion, and clearer campaign impact.


✅ Best Practices for Outreach

Action When to Use It
Connect on LinkedIn Profile views, post likes, low-friction first step
Send message or InMail Medium-high IWS, known role in buying unit
Call High IWS + good context (e.g., pricing page visit)
Email Campaign follow-up, or cold lead with engagement
WhatsApp For direct, informal, or follow-up conversations
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