Chase each lead until you reach your goal
Learn how Deal Chaser keeps pursuing leads toward the goal you choose: converting them into customers, advancing an opportunity, booking a call, qualifying interest, reconnecting, or reviving a stalled prospect.
What Deal Chaser helps you do
Deal Chaser helps you keep pursuing a lead until you achieve the goal you choose. That goal can be converting the lead into a customer, advancing an opportunity, booking a call, qualifying interest, starting a conversation, reconnecting, or reviving a stalled prospect.
Instead of treating outreach as one campaign and a few follow-ups, Deal Chaser gives each lead a pursuit plan. It keeps checking timing, context, and the next best move until the goal is reached or the pursuit window ends.
1. Create a chaser around one conversion goal
Start by choosing the goal for this group of leads. Convert to customer is the first and most complete goal, but you can also chase leads toward advancing an opportunity, booking a call, qualifying interest, starting a conversation, reconnecting, or reviving a stalled prospect.
A good chaser has one clear finish line. “Revive stalled agency prospects and book a follow-up call” is easier to act on than “follow up with everyone.”
2. Set the pursuit window
The chase duration decides how long Outify should keep pursuing each lead. Use a shorter window when the timing is urgent, and a longer window when the conversion goal may take more patience.
When the window ends, the lead can expire from the active pursuit. This keeps the chaser focused on people who still have a realistic path to the goal.
3. Choose how often prospects should be checked
Check frequency controls how often Outify reviews each active lead for the next step. A daily check works well when the goal is urgent, while a slower cadence is better for lighter reconnect or nurture motions.
Use the cadence to match how aggressively the lead should be chased. High-value prospects can justify closer attention, while broad reconnect lists usually need a calmer rhythm.
4. Pick the channels that fit the pursuit
Deal Chaser lets you choose channel preferences such as email, LinkedIn, and phone. These preferences shape the kind of next move you want Outify to consider.
Choose channels based on how the relationship started and what would feel natural. A previous email thread may call for email, while an executive relationship may need LinkedIn or phone as part of the plan.
5. Write the approach
The approach explains how this chaser should interpret intent and timing. This is where you describe what kind of changes, replies, silence, or prospect context should matter.
For example, you might tell Deal Chaser to watch for signs that the prospect is hiring, expanding, asking about a competitor, showing interest in outbound, or returning to a problem you can solve.
6. Write the strategy
The strategy describes how Deal Chaser should keep pushing toward the selected goal. It should explain what to look for, when to wait, when to make a move, and what should qualify as ready.
A strong strategy includes what proof to use, what objections to respect, what not to push too early, and what should happen when the lead looks ready to move closer to the goal.
7. Add prospects to the chaser
Once a chaser exists, add the leads you want Outify to keep pursuing. Leads can be pushed into Deal Chaser from the Leads page, and the chaser view shows the people currently being watched.
If a lead needs to be prepared before being added, Outify may unlock or acquire the lead first. Review credit usage when working with locked leads or large selections.
8. Review status and keep the list clean
Prospects can move through states like active, paused, ready, expired, or removed. Use these states to understand which leads are still being chased, which ones look ready for action, and which ones no longer need attention.
Pause a chaser when the motion should stop temporarily. Disable or delete chasers that no longer reflect a real sales motion, so your team stays focused on the pursuits that matter.
A simple Deal Chaser checklist
Choose one clear goal, set the pursuit window, choose a check cadence, pick the right channels, write the approach, write the strategy, then add only the leads that fit.
Deal Chaser works best when it is used for focused motions: converting strong leads, advancing stalled opportunities, reconnecting with old prospects, or chasing accounts where timing can change and the next move should not be missed.