How Trackdesk gets up to 15 new conversations a day with lemlist and Claude

Trackdesk helps businesses launch and manage affiliate, referral, influencer, and partner programs. Its customers span SaaS, iGaming, fintech, e-commerce, and other industries where partner relationships drive revenue.

After two external agencies struggled to bring in new clients, CRO Alejandro Albi brought outbound in-house.

He built the workflow around lemlist and connected Claude through MCP. What started with a weekly routine for finding prospects has grown into an agent that researches LinkedIn contacts, drafts relevant messages, and creates follow-up tasks.

Today, the team reports up to 15 new conversations a day. Here’s how Alejandro built the system, and how he keeps improving it.

The challenge: 15,000 emails a month, without results or visibility

Trackdesk’s last outbound agency was sending up to 15,000 emails a month with no results. Both agencies described the company’s vertical as difficult to crack, and the team had little visibility into what was going wrong.

Alejandro wanted to apply Trackdesk’s own market knowledge to a smaller, more relevant audience.

We want to focus more on quality. Smaller audience, and not necessarily huge outbound campaigns.

- Alejandro Albi, Head of Sales @Trackdesk

He spent a couple of weeks researching tools the team could manage themselves. He needed:

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  Ease of use, so the team could own execution.

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  HubSpot connectivity, to keep the CRM as the single source of truth.

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  Claude integration, to build toward a more automated workflow.

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  Precise targeting, to reach relevant prospects without relying on volume.

After comparing Expandi and HeyReach, he chose lemlist for its combination of contact data, outreach channels, automation, and HubSpot connectivity.

Basically, we build a tech stack around lemlist.

- Alejandro Albi, Head of Sales @Trackdesk

The solution: Signal-based targeting & Claude-powered campaign automation

Deciding who to contact and when based on buying signals

Through lemlist’s MCP connection, Alejandro connected Claude directly to lemlist.

Every Monday morning, Claude checks for new lemlist buying intent signals, then adds prospects to the appropriate campaigns. Each outbound user receives around 100 new leads a week, spread across roughly 20 a day.

The team also uses lemlist’s waterfall enrichment to find missing addresses, reducing manual list building.

This gives the team a recurring prospecting routine that Alejandro can develop further as he learns what works.

After a LinkedIn invitation is accepted, the agent takes over the next steps

Alejandro extended the setup beyond adding leads to campaigns.

When a prospect accepts a LinkedIn invitation, he assigns a task to the Claude agent. It reviews both Alejandro’s LinkedIn profile and the prospect’s profile, then drafts a message relevant to the industry and campaign.

The agent also creates its own follow-up tasks and checks for new messages every hour.

Alejandro continues to shape how it communicates. He focuses on making the language sound more human and relevant to each prospect.

just need to train the agent to humanize the language and become more relevant over time.

- Alejandro Albi, Head of Sales @Trackdesk

He also created an automated weekly review of messages and results to help the agent identify what is working and improve future outreach.

Use targeted email sequences to book conference meetings

The same focus on relevance shapes Trackdesk’s event outreach.

For a Lisbon conference, the team cross-checked thousands of attendee leads against HubSpot and used lemlist’s email enrichment to find missing addresses.

They then built a three-email sequence for relevant attendees. Alejandro set the gaps between messages, including waits of two or three days, giving him control over follow-up timing.

The audience was larger than in the team’s regular campaigns, but the outreach still had a specific reason: meeting at the conference.

Connect inbound interest to LinkedIn and WhatsApp follow-ups

For inbound, Alejandro built dynamic HubSpot lists covering people who requested a demo, created an account, or returned to the website after months away. He excluded customers and contacts who should not receive outreach.

Every two hours, an automation checks for new entries and adds them to the appropriate lemlist sequence.

Through the HubSpot integration, lemlist handles the LinkedIn and WhatsApp follow-ups.

Alejandro uses conditional steps to adapt the sequence to the relationship:

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  Already connected on LinkedIn: Send a LinkedIn message, then follow up on WhatsApp.

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  Not connected: One branch starts with WhatsApp, followed by a LinkedIn invitation and a wait of up to two weeks.

Profile visits, follows, and post likes build familiarity before direct messages.

WhatsApp was inbound game-changer.

- Alejandro Albi, Head of Sales @Trackdesk

The BDR no longer has to manually add and message every contact, leaving more time for the conversations that follow.

The results: daily conversations and promising early agent performance

Alejandro initially worried that lemlist would become another project without results.

It turned out to be, after the research phase, very easy to implement and to start seeing the results.

- Alejandro Albi, Head of Sales @Trackdesk

The change became visible in the team’s Slack channel. Notifications that had previously been mostly auto-replies started becoming real conversations.

Across the team’s campaigns, Alejandro reported:

Across the team’s campaigns, Alejandro reported LinkedIn invitation acceptance rates of up to 50% and conversation reply rates of up to 30% in the best-performing campaigns, generating up to 15 new conversations a day.

The team also booked approximately 15 relevant meetings ahead of the Lisbon conference, with agent-written first messages achieving an 11.3% reply rate.

Final word: a workflow Alejandro keeps making his own

Alejandro now has a system he can inspect and adjust, from the signals that identify prospects to the messages and follow-ups that start conversations.

Claude supplies campaigns with fresh leads and handles more of the recurring work. lemlist connects that work to outreach across channels. Alejandro brings market knowledge and keeps refining how the agent communicates.

The question for Trackdesk has moved from whether to continue outbound to how to scale it.

Now for us, rather than thinking of continuing outbound or not, it’s on how to scale it.

- Alejandro Albi, Head of Sales @Trackdesk

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