View Meeting History with This Company

View Meeting History with This Company

Don’t go in blind. Before reaching out, make sure you know what convos have already happened with the account. This automation gives your reps the full meeting trail — no duplicate intros, no awkward overlaps.

Why It Works

• Intent: Equip reps with context before outreach
• Impact: Avoid duplicate convos and improve personalization

The Context-Powered Outreach Sequence

Day 1 – Email

Hi {{first_name}},

Wanted to reach out now that we’ve had a few convos with folks from {{company}}. Wanted to bring you in since {{role_specific_reason}}.

We’ve already helped {{peer_company}} tackle {{pain_point}}, and I think you’ll find the approach interesting.

Open to a quick chat this week?

{{your_name}}

Day 1 – Call + Voicemail

Call Script: “Hey {{first_name}}, it’s {{your_name}}. I saw your team’s already been talking with us — wanted to reach out personally since {{relevant_reason}}.”

Voicemail: “{{first_name}}, it’s {{your_name}} — wanted to connect quickly since I noticed we’ve already met with others at {{company}}. Thought it might make sense to loop you in.”

Day 4 – LinkedIn Message

Saw your team’s had a few convos with us already — wanted to loop you in since I think {{value_prop}} could be especially relevant to your role.

Day 7 – Email

Hi {{first_name}},

Looping back in — I’ve reviewed the meeting notes with your team and think there’s still room to explore {{specific_opportunity}}.

Want me to share a 90-second breakdown?

{{your_name}}

Day 10 – Call

Call Prompt: “Use the shared meeting history as a jumping-off point: ‘I saw the convo with {{colleague_name}} and wanted to follow up on X.’”

Day 12 – Email

Hi {{first_name}},

Last note from me — sounds like your team is deep in convos with us already, so I’ll step back for now unless you want to pick up a 1:1 thread.

Appreciate the time either way.

– {{your_name}}

Want to use this sequence?

Use it in Apollo