You're about to build a campaign in Leadvista AI. The first big choice: which template do you start with?
This guide helps you pick in under a minute.
🚦 Quick Pick
Answer one question. Get one template.
Do you already know the prospect?
- No, totally cold → Cold Outreach (the default, empty connection request. Start here if unsure.)
- No, but I want a personalized connection note → Cold Outreach with Note (same sequence, AI-written note)
- Sort of, you've seen them around → Warm Outreach
- Yes, they're a 1st-degree LinkedIn connection → Connected Outreach
- Yes, but we lost touch → Reactivation
Got a special signal?
- They visited your website → Web Visit Triggered
- They're not the decision maker, but they use the product → Champion
- You want to skip the connection step → Direct
- You want to start from a blank slate → Empty
📊 At-a-Glance Table
| Template | Best For | Steps | Time | Connect step? |
|---|---|---|---|---|
| 🟦 Cold Outreach | Totally cold prospects | 6 | ~3 weeks | Yes (no note) |
| 🆕 Cold Outreach with Note | Same as cold + personalized AI note | 6 | ~3 weeks | Yes (with note) |
| 🟢 Warm Outreach | Soft cold (saw their post) | 6 | ~3 weeks | Yes (no note) |
| 🟣 Connected Outreach | Already connected | 5 | ~2.5 weeks | No |
| 🟡 Reactivation | Old connections gone quiet | 3 | ~3 weeks | No |
| 🟠 Champion | End-user, not the decider | 5 | ~3 weeks | Yes (no note) |
| 🔴 Web Visit Triggered | Hot intent signal | 5 | ~10 days | Yes (no note) |
| 🟤 Direct | Skip connect, just message | 4 | ~10 days | No |
| ⚪ Empty | Build your own | 0 | You decide | You decide |
🎯 Decision Tree
Is the prospect connected to you?
│
├─ NO ───────► Got a hot website-visit signal?
│ │
│ ├─ YES ──► Web Visit Triggered
│ │
│ Are they an end-user, not a buyer?
│ │
│ ├─ YES ──► Champion
│ │
│ Want messages only, no connect step?
│ │
│ ├─ YES ──► Direct
│ │
│ Got a soft warm signal (post, job change)?
│ │
│ ├─ YES ──► Warm Outreach
│ │
│ Send a personalized connection note?
│ │
│ ├─ YES ──► Cold Outreach with Note
│ │
│ └─ Default ──► Cold Outreach (empty note)
│
└─ YES ──────► Gone quiet 90+ days?
│
├─ YES ──► Reactivation
│
└─ NO ───► Connected Outreach
💡 Quick Tips
👉 Note: Most templates that use a connection step send an empty request by default, saving your 10 weekly personalized-note credits. But Cold Outreach with Note sends a personalized note instead — use it when you want to stand out. Pick the right tool for each prospect.
⚠️ Warning: If your LinkedIn profile is weak, an empty connection request won't convert. Polish your profile first.
💡 Tip: Not sure? Start with Cold Outreach. It's the default. It works for most cases.
🔥 Hot take: Shorter sequences win. Don't reach for the 6-step template if 3 will do.
🧱 What's In a Template
Each template is a recipe. Leadvista AI writes the messages for you. You pick the recipe.
Here's what's in the recipe:
- The steps (connect, then message, then message, and so on)
- The timing (how long between each step)
- The tone (friendly, direct, etc.)
- The length cap (so messages stay short)
- The goal of each step (a different goal per step)
You don't have to write any of this yourself. You just pick the template and click Generate.
❓ Still Confused?
Try this:
- Pick Cold Outreach (the default).
- Click Generate.
- Read what Leadvista AI wrote.
- If it sounds right, keep it. If not, pick a different template.
You can always switch templates before you launch. You can't switch them after.
📚 What's Next
- Templates Deep Dive → Each template in full detail
- Campaign Creation: Step-By-Step Guide → Full campaign setup
- Understanding How Campaigns Work → Conditions, delays, and replies