Start with your proposed audience. Check each person’s role and company size, then add them to your tracking sheet.
Done when: Your first list is ready.
Relayrelay.exampleSampleYour 30-day implementation kit.
A practical checklist, draft assets, and clear goals for your chosen channel.
Put LinkedIn outbound into practice.
Find out if customer success leaders want a better way to hand customers from sales to onboarding.
- Target audience
- Heads of Customer Success at B2B SaaS companies with 20–100 employees.
- Your offer
- A short walkthrough of how Relay helps sales pass customer details to the onboarding team.
Check the details before you start.
Your checklist
Week 1 Get ready
Add your details to the connection message. Keep it in one paragraph, under 300 characters.
Done when: The message is ready to send.
Open messageWeek 2 Start conversations
Start with part of your list. Record who you contact and who accepts.
Done when: Your first invitations are sent and logged.
Open messageAfter they accept, send the follow-up. Record replies and booked calls separately.
Done when: Your follow-ups and results are logged.
Open messageWeek 3 Try a different message
Keep the same target audience. Try the second message after connecting, and record which version you use.
Done when: Both message versions have been tested.
Open messageNote the problems people mention and why they decline. Stop messaging anyone who asks you to.
Done when: You have a short list of common replies.
Week 4 Review your results
Count people contacted, replies, calls booked, and calls held. Remove any duplicates.
Done when: Your totals match your tracking sheet.
Enter your results in the check-in tab. Use the test scorecard to decide what to do next.
Done when: Your next step is clear: scale, improve, stop, or collect more data.
Your messages
Add your details, then copy the message.
1. Connection message
Send with your LinkedIn invitation.
160 / 300 characters · One paragraph
Hi [name], I’m building Relay to help sales and onboarding teams share customer details. I’d love to learn how you handle this at [company]. Open to connecting?
2. After they connect
Send after your invitation is accepted.
Thanks for connecting, [name]! When a new customer signs, how does your sales team pass their details to onboarding? I’m exploring this with Relay. If handoffs are a challenge, would a short walkthrough be useful?
3. Try a different angle
Test this with other new connections in the same audience.
Hi [name], after a deal closes at [company], how does everyone know who owns the next step? Relay is a shared workspace for customer handoffs. Happy to show you how it works if this is a problem for your team.
Rules 0.4.4 · Evidence 2026-09-25-v5 · 6 September 2026