Three examples — one per relationship type. The message changes completely depending on the situation.
Example A: Past customer joined a new company
The situation: M.T. was VP of RevOps at a logistics software company — a paying customer for 18 months. He just moved to a 300-person FinTech as Head of Revenue Operations. Last interaction was 3 months ago, a renewal call.
New contact details (Lusha)
- M.T., Head of Revenue Operations, [FinTech company]
- Verified work email: m.t@[fintech].com ✓
- Direct mobile: available (masked)
- Tenure: 19 days in role
ICP read: ✓ Strong fit — 300 employees, FinTech, North America, RevOps team of 6
Situation type: New outbound opportunity with a warm contact — new company is not a current customer
One flag: M.T. joined as the first standalone RevOps hire at this company — previously handled by the CFO. He’s likely building the function from scratch, which is the highest-intent moment for tooling decisions.
Outreach message
Subject: RevOps at [FinTech] — worth a catch-up?
Hi Marcus,
Congrats on the move. Looks like you’re building the RevOps function from scratch at [FinTech] — we went through that exact build together at [old company] and it went well.
Worth 20 minutes to see if the same setup makes sense here?
[Name]
72 words. References the specific prior experience. Asks for a call, doesn’t pitch.
Example B: Warm prospect who never closed
The situation: S.R. was VP of Sales at a 90-person startup — had two calls, never bought. She just joined a 380-person SaaS company as CRO.
New contact details (Lusha)
- S.R., Chief Revenue Officer, [SaaS company]
- Verified work email: s.r@[saas].com ✓
- Direct mobile: available (masked)
- Tenure: 5 weeks in role
ICP read: ✓ Strong fit — 380 employees, SaaS, North America, sales team of 45
Situation type: New outbound opportunity — new company not a current customer or active prospect
One flag: CRO title at a company this size means S.R. now owns a significantly larger budget than when we last spoke. Previous conversation was at VP level with a 90-person company — different scope entirely.
Outreach message
Subject: CRO at [SaaS] — different conversation than last time
Hi Sofia,
We spoke at [old company] a while back but the fit wasn’t quite there. CRO at a 380-person SaaS company is a different conversation — curious whether the timing works better now.
Worth a quick call?
[Name]
44 words. Acknowledges the prior contact without dwelling on it. Frames the new role as the reason it’s worth trying again.
Example C: Outside ICP — close the loop
The situation: D.K. was a Director at a mid-market SaaS company — had one call, never progressed. He just joined a 15-person early-stage startup as VP of Sales.
ICP read: ✗ Outside ICP — 15 employees, pre-product-market-fit stage, below minimum company size threshold
Situation type: Outside ICP — outreach not recommended
Output:
D.K.’s new company is below our minimum ICP threshold (15 employees, early stage). Writing outreach here isn’t worth the touch. Flag D.K. in your CRM with a note to revisit when the company grows, or monitor via Lusha signals for a headcount milestone that brings them into range.
No message written. Correct output.
Contact details validated via Lusha connector. Names masked to initials for privacy.