5 steps to go from “Who should I contact?” to reaching out with RegieGO

You sit down to do some prospecting, and before you’ve contacted anyone, you’re already working across 5 tabs. One has your account list, another has LinkedIn, and somewhere there’s a spreadsheet you meant to update yesterday.

You know what you want to do: find people who could use your product and start a conversation. Getting everything ready is what takes the time.

A good sales prospecting process comes down to 5 steps: decide who to reach, build a list, find their contact details, research a reason to reach out, then call or email. RegieGO, an AI sales prospecting platform, brings that work together. You can describe who you want to reach in a chat, build your list, find their contact details, research prospects, and then call or email from the same platform.

Let’s walk through how that works, using 1 example you can adapt to your own business.

1. Start by telling RegieGO who you’re looking for

Imagine you sell software that helps sales teams onboard new reps. You want to reach sales leaders at growing software companies, but you haven’t built your prospect list yet.

Open the chat and start with something like:

Find US B2B software companies with 50-200 employees, and identify their VP of Sales or Head of Sales.

Think of it as briefing a colleague. Give RegieGO enough information to understand what a useful result looks like: the kinds of companies you sell to, where they’re based, and who usually owns the problem you solve.

Once you see the results, you can adjust your request. Maybe the companies are too small, or the job titles aren’t quite right. Explain what needs changing in the chat instead of starting again.

You don’t need to master prompting before you begin. You need a reasonable idea of who you’re trying to reach.

2. Build a prospect list you actually want to work

Before you enrich hundreds of contacts, take a look at the results. Would you be happy spending your afternoon talking to these people? If the answer is no, refine the audience first.

For our example, you might decide to focus on companies with 100-200 employees and save those prospects to a separate list.

You can ask:

Save these contacts to a list called “US software - sales leaders.”

This is where the chat becomes useful beyond answering questions: it can do work inside the platform.

Rocco, from our product team, recently shared an example from a customer conversation. A founder who was new to sales had been chatting with RegieGO about her targeting. When they opened the lists page together, they discovered the agent had already built her targeted lists.

She was still figuring out how lists worked; some of that work was already done.

For your first attempt, keep the list small enough to review properly. You’ll learn more from working a relevant group than from collecting names you never contact.

3. Find their contact details without moving the list elsewhere

Now that you’ve chosen the people you want to reach, you need their emails and phone numbers.

RegieGO includes waterfall enrichment, which searches across data providers for contact information. You can choose which providers to use and the order in which they’re checked.

That means you can enrich the people on your list without exporting them into another contact-finding tool and importing the results back again.

There’s a practical reason to get your targeting right first, too: enrichment uses credits, and the amount depends on the providers and results involved. Start with the contacts you genuinely want to reach rather than enriching everything just because you can.

When the details come back, you can decide how to approach each person. For some, you’ll have both an email and a phone number; for others, you may have fewer options.

4. Research something useful, then turn it into outreach

Having someone’s email address doesn’t automatically give you a good reason to email them.

For our onboarding example, you want to understand whether the company is growing its sales team and whether your offer could be relevant. Give RegieGO a research request with that purpose in mind:

Research this company’s sales hiring. Look for current sales openings and explain what you found, with sources where available.

Review the findings before you use them. A company hiring account executives might be worth contacting, but that doesn’t prove it has an onboarding problem.

That distinction matters. It’s the difference between starting a conversation and telling a stranger what’s wrong with their business.

Once you’ve found something relevant, ask RegieGO to help prepare the outreach:

Draft a short email to this sales leader using the hiring research. We help teams onboard new reps. Ask how they handle onboarding today, without assuming they’re struggling.

You can use the same research to prepare a call opener and a few questions. You’re building on information already gathered in the platform, rather than copying it into a separate writing tool.

Before sending, read the draft as if you were receiving it. Is the reason for reaching out clear? Are the facts right? Does it sound like something you would actually say?

Change whatever doesn’t.

5. Make the call or send the email

By this point, you have a list of relevant prospects, their available contact details, and something useful to discuss.

You can send emails and use RegieGO’s built-in parallel dialer from the same platform, with your prospecting work available alongside the outreach.

You’ll need your email and calling setup ready before you begin. Once that’s in place, you can move from preparing the account to contacting the person without rebuilding your list in another tool.

The first few conversations will also tell you what to change. You might discover that a different role owns onboarding, or that your opening question isn’t getting anywhere. Use that feedback to refine your next list and message.

You still decide who deserves your time and how to approach them. RegieGO connects the work that helps you make those decisions and follow through.

Give it 1 real task this week

The easiest way to try RegieGO is with a prospecting job you already need to do.

Pick an audience, build a small list, and work through the steps above. By the end, you should have people you want to contact, research you can use, and outreach ready to put into action.

Start with $100 worth of credits, on us, as much as two months of Pro includes. How far those credits go depends on the tasks and providers you use.

Learn more about RegieGO