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Bardeen Automation Field Guide

Automate Outreach & Follow Ups

When reaching out to your prospective customers, speed and consistency matter. We show you how to drive both using Bardeen's AI Agent in this guide.

The #1 AI Automation extension for Chrome
We're Bardeen, we build an AI Agent that does your repetitive work tasks. Sales teams at companies like Honk Mobile and Casafari use Bardeen to book more meetings. We share some automation templates for outreach, called playbooks, below.

Let’s face it; talking to leads and customers takes up a ton of time. You’re free to spend as much time as you want on it, but we’re free to make it easier.

Armed with your list of contacts, you’ll want to make each message count. But turning a list of qualified leads into 15 personalized emails takes time.

In this guide we'll dive into automating outreach with these Bardeen actions:

We recommend downloading Bardeen before continuing, so you can follow the guide.

Why automate sales outreach?

Personalizing messages take time. Creating a template, exporting contact information, finding something interesting to say - it's a repetitive process.

If your task list is filled with "write custom intro", you need AI.

You know those LinkedIn posts where the CEO says “Look at this salesperson, they forgot to replace <NAME> in their message with my name. What an idiot.”

Yeah, those are hilarious, until it happens to you. 

Let’s see how AI and automation can help.

Here’s your toolkit to automate outreach and follow ups

Cold outreach doesn’t work anymore if the message isn’t personal. You’ll need to adapt and adjust your strategy.

Here’s a few tools you can use to help.

What's next?

With well-written, personalized, and targeted emails humming along, it's time to prepare for  Discovery & Demo Calls.

Prospecting

Enrich & Qualify

Outreach & Follow Ups 🚀

Discovery & Demo Calls

Lead to Close

Coming Soon
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