Proprietary Outreach Target List Refinement & Follow Cadence Questions
February 11, 2026
by a searcher from Northwestern University - Kellogg School of Management in Brooklyn, NY, USA
Hi,
I’m preparing to launch my proprietary outreach and would love to learn from those who have successfully navigated list refinement and multi-channel cadences.
**Refining Targeted Lists: Data Axle & PPP Best Practices**
I’m currently building my target list using Data Axle and PPP loan data. While I'm comfortable navigating NAICS codes, I’d love to hear how others are refining this data, specifically:
- Do you find "Number of Employees" or "Sales Volume" in Data Axle to be reliable indicators of business size, or do they require significant discounting?
- For those using PPP data, what best practices do you use to back into EBITDA or Revenue? Are there specific industry comps or "rules of thumb" you’ve found effective?
- Do you perform a "sanity check" (LinkedIn/website review) for every company before the first touch, or is it more efficient to maintain high volume and only vet leads once they engage?
**Outreach & Follow-up Cadence**
I’m leaning toward leading with physical mail and phone calls to cut through the digital noise, but I’d love to get the community's help. While a multi-channel approach (email, snail mail, and calls) seems ideal for those willing to put in the manual effort, I’m struggling with the specifics of the mix.
For those who have seen success:
- Sequence: What order and spacing have you found most effective?
- Volume: What is the ideal ratio of mail, email, and phone call touches?
- Persistence: How many total touches do you typically attempt before moving on from a lead?
If anyone has had success with this I would love to jump on a quick call to hear about your experience.
from University of Notre Dame in San Francisco, CA, USA
in Jaipur, Rajasthan, India