Closely
Closely provides a comprehensive suite of tools for professionals seeking to conduct robust LinkedIn outreach and multi-channel marketing campaigns. The platform enables users to automate connections, extract emails, and schedule meetings, all integrated within one solution. With data export capabilities and a large database for lead generation, Closely presents itself as a solution to effectively manage multiple dimensions of professional engagement. Closely positions itself as an integral resource for those looking to automate LinkedIn outreach and implement multi-channel campaigns while maintaining GDPR compliance. Its platform encourages the simplification of tasks such as lead generation, profile scanning, and email finding, making it valuable for individuals and teams seeking to augment their digital networking strategies. With the promise of an all-in-one platform that harmonizes various aspects of business outreach, Closely shapes itself as an attractive offer for entities ranging from solo professionals to established teams aiming to elevate company performance through strategic automation and lead engagement.
About Closely
Closely provides a comprehensive suite of tools for professionals seeking to conduct robust LinkedIn outreach and multi-channel marketing campaigns. The platform enables users to automate connections, extract emails, and schedule meetings, all integrated within one solution. With data export capabilities and a large database for lead generation, Closely presents itself as a solution to effectively manage multiple dimensions of professional engagement. Closely positions itself as an integral resource for those looking to automate LinkedIn outreach and implement multi-channel campaigns while maintaining GDPR compliance. Its platform encourages the simplification of tasks such as lead generation, profile scanning, and email finding, making it valuable for individuals and teams seeking to augment their digital networking strategies. With the promise of an all-in-one platform that harmonizes various aspects of business outreach, Closely shapes itself as an attractive offer for entities ranging from solo professionals to established teams aiming to elevate company performance through strategic automation and lead engagement.
Key Features
🔗 Works with Upscale
This tool integrates well with Upscale for custom 1:1 message automation.
Quick Info
Best For
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Note from Founder
Charlie
Founder, upscale
"I built upscale because I wanted to scale my manual outreach process on LinkedIn.
Our tech doesn't sit at surface level. It digs. It studies. It reasons.
It knows how to open doors with nuance and intelligence — just like any great operator would."
How it works
upscale delivers warm replies wanting first meetings with you. It finds the right prospects on LinkedIn, crafts personalised messages, and sends them on your behalf.
Lead Sourcing
Find the right people — not just anyone.
Use upscale to source prospects that match your ideal customer profile, whether based on existing customers or aspirational segments.
Each list is:
- •Calibrated to your ICP using role, firmographics and industry context
- •Curated for quality and sourced directly from LinkedIn
- •Designed to plug straight into messaging without manual clean-up
Message Writing
Smarter writing that scales with you.
Our intelligent engine analyzes each prospect to identify the single most compelling link between what they do and what you offer.
Each message is:
- •Tailored to the recipient based on context, background, and timing
- •Written in your voice, for example with your preferred greeting and signature
- •Engineered to feel 1:1, like by using the recipient's business language, even when sent at scale
Message Sending
Send with confidence - it's not noise.
upscale integrates with your outreach platform and/or gives you guidance on timing, tone, and cadence.
Each campaign is:
- •Designed to feel natural, not scripted
- •Optimised by our experience to maximise engagement
- •Built to spark interest from new prospects in meeting with you
Why it Works
Why 
and not alternatives
upscale
Alternatives
125% Engagement
An additional intro meeting for every 4 you're booking. 2 replies per working day.
1.6 Replies per Working Day
Assuming 50% accepted connection rate and 8% response rate at 200 requests/week.
Rises Above Noise
Recipient thinks you did your research and wrote your message manually. It's human.
Contributes to Noise
Recipients know you're sending the same message to many people. It's not specific to them.
Persuasive & Easy
The message explicitly links the recipient's work/context to the pitch. It's easily accessible.
Onus on Recipient
Recipient must use brainpower to interpret the pitch and decide if it's useful or not.
Meaningful Connection
Something important to the recipient is the reason for reaching out and connecting.
Impersonal Connection
Nothing specific to the recipient is mentioned or considered.
Memorable
When a message speaks to what matters, people remember it — even if they're not ready to act right now.
Same as Others
Much less likely to pull the emotional strings required to commit your product to memory for the future.
Why LinkedIn and not Email for B2B Outreach
4-8% av. Response Rate
People read and reply to LinkedIn messages more than email. It's a less saturated channel.
1-4% av. Response Rate
People are allergic to email spam and hardly even read the subject line anymore.
Targeted
The latest data, personally defined. At controlled volumes. Smarter, not louder outreach.
Spray and Pray
Stale data, often incorrectly categorised by systems. En masse. Spam.
Profile = CV, Real Person
Your whole career, network and content all showcase your expertise and value.
Just a name; Less Credibility
You're just an email address and signature. No further context about you.
Accumulating Future Opportunities
You'll be connected on LinkedIn forever — whenever they're ready — through any job changes.
Sunk Effort
If the recipient is not ready to buy now, the effort is sunk. Email addresses change with jobs too.
Multi-Form Content
If no response to messages, there is still potential for engagement with articles, posts and comments.
Singular Channel
If no response, all you can do is continue to email.
What our customers say
"Charlie's/upscale's end-to-end LinkedIn outreach approach has significantly contributed to the growth of my business — over 60% pipeline growth over the past 11 months. What sets Charlie apart is not just the service delivery itself, but her deep market insights and ongoing involvement, making her a truly valuable partner in developing and executing growth strategies. I strongly recommend her for LinkedIn campaigns and related services."
Owner, Consulting Firm
"upscale's personalised campaigns helped increase our first-message response rate by over 40%. We've opened doors to executives we'd never reached before — including CEOs and COOs who normally ignore cold outreach."
Managing Director, Consulting Firm
"From day one of working with Charlie / upscale, we received a high-quality service with great levels of transparency and reactiveness. We started out with two accounts covering Asia, and are now up to five accounts covering Asia and the whole of Europe. Our incoming deal flow has increased by 40% since we started using upscale 8 months ago. We can't just say we're pleased with the service. We're impressed."
CEO, Corporate Finance Firm
"I'm new to LinkedIn outreach and the UK is a notoriously tough market, but in less than 2 months, I've had 68 replies from qualified prospects, 5 of which have already led to meetings, and many more of which are in information provision stages. I would never have had the time to generate this level of qualified interest myself."
Co-Founder, Investment Advisory Firm
"Charlie's honest, hard work really stands out. She and the team got things set up rapidly with minimal effort from my side, and continued to proactively monitor our campaigns - suggesting and implementing ongoing improvements to both my profile and message setup to maximize ROI. upscale's personalised outreach genuinely earns attention from decision-makers in a way that other options don't."
Founder and President, SaaS Firm
"Charlie's/upscale's end-to-end LinkedIn outreach approach has significantly contributed to the growth of my business — over 60% pipeline growth over the past 11 months. What sets Charlie apart is not just the service delivery itself, but her deep market insights and ongoing involvement, making her a truly valuable partner in developing and executing growth strategies. I strongly recommend her for LinkedIn campaigns and related services."
Owner, Consulting Firm
"upscale's personalised campaigns helped increase our first-message response rate by over 40%. We've opened doors to executives we'd never reached before — including CEOs and COOs who normally ignore cold outreach."
Managing Director, Consulting Firm
"From day one of working with Charlie / upscale, we received a high-quality service with great levels of transparency and reactiveness. We started out with two accounts covering Asia, and are now up to five accounts covering Asia and the whole of Europe. Our incoming deal flow has increased by 40% since we started using upscale 8 months ago. We can't just say we're pleased with the service. We're impressed."
CEO, Corporate Finance Firm
"I'm new to LinkedIn outreach and the UK is a notoriously tough market, but in less than 2 months, I've had 68 replies from qualified prospects, 5 of which have already led to meetings, and many more of which are in information provision stages. I would never have had the time to generate this level of qualified interest myself."
Co-Founder, Investment Advisory Firm
"Charlie's honest, hard work really stands out. She and the team got things set up rapidly with minimal effort from my side, and continued to proactively monitor our campaigns - suggesting and implementing ongoing improvements to both my profile and message setup to maximize ROI. upscale's personalised outreach genuinely earns attention from decision-makers in a way that other options don't."
Founder and President, SaaS Firm
Want to try it out?
Start with a free trial and decide later if you want to take a monthly subscription.
Choose between our "Business" or "Pro Partner" self-serve plans.
Don't have time?
Sign up to our "Done For You" plan and we'll do everything for you, providing updates as we go.
We've got you covered
Frequently Asked Questions
We hope this helps, but feel free to reach out to us via chat if there's anything we haven't answered.
We offer a 7 day free trial as standard on our self-serve plans - and during that period, you can generate messages at any time. You can also cancel at any time and incur no charges.
The intention of this free trial is to give you the opportunity to generate messages, test different configuration options, and, if you want to, send the messages to your prospects. It means you can try the product for free, see the kinds of messages it generates and monitor their success rates, whilst still maintaining control over what you send to who.
There is a hard limit set on the total number of messages you can generate within the 7 day trial period. Please see the pricing page for details. If you want to increase that limit, you can contact us to move to a paid subscription at any time.
In order to send upscale messages, you can also run a trial with one of the Send Automation tools in parallel e.g. Skylead or Expandi.
This is our secret sauce! Our research mechanism is the core of our business. We are constantly working on ensuring that it is the best in the market and we take pride in maintaining that position.
We only use legally available information. Our messages will never come across as unsettling or invasive, either - your prospects will be glad that you seemed to do your research properly, and will assume you read the relevant information from appropriate publicly available sources.
In order to generate your tailored messages, upscale only needs full name and company.
upscale has some very clever proprietary functionality to find everything it needs to know about the prospect using only that basic information.
In order to help LinkedIn automation tools send the right message to the right prospect, it helps if you can also provide a Linkedin profile URL for each prospect.
Our philosophy is that a customer should spend their money only when they really want to.
That's why we offer a free trial for new customers - so that new customers can explore the functionality without spend commitment.
Once customers have made the decision to go ahead and buy our product, we consider it a decision they have made with appropriate information.
Therefore we do not offer any refunds.
We use it only during the message generation process, to conduct research and generate messages.
Once you delete your prospect information from your account, it is deleted forever from our servers.
Yes! We have an API endpoint that enables you to retrieve messages once they are generated. If you would like to access this, you need to sign up for the API product on our Pricing page.
As an API User, you will also automatically have access to the message-generation-request endpoint - to load your prospects into upscale and request your preferred types of messages to be generated for each prospect.
Yes! We have an API endpoint that enables you to load prospects into upscale and request messages to be generated. If you would like to access this, you need to sign up for the API product on our Pricing page.
As an API User, you will also automatically have access to the retrieval endpoint - to retrieve all personalised messages once they have been generated by upscale.
There are several different ways you can pull together your own prospects list. If you have a LinkedIn Sales Navigator subscription, that is a great place to start.
Alternatively, you could pay an offshore service to pull a list together for you, if you specify your criteria. Or you can create lists using subscriptions to other tools like Apollo, or Crunchbase.
If you'd prefer for us to handle this part of the process for you, we're happy to do it for you - as part of our Done For You product
We have been running automated campaigns from LinkedIn profiles for a number of years without any issue, because we take the necessary precautions.
LinkedIn puts in place a number of restrictions to prohibit the use of bots on their platform. We adhere to strict thresholds to ensure we stay within LinkedIn's bot-detection limits - to protect profiles from being restricted.
So long as the activity being automated from your profile is within the appropriate limits, your profile is safe from restriction.
We have a free ROI Calculator tool that you can use to explore the mechanics of LinkedIn Outreach for your specific business.
The ROI Calculator has a number of preset defaults for information like engagement rates, conversion rate, cost - but is also fully configurable should you have that specific information to hand for your business.
If we are running your campaign for you, then the following will apply:
Once your campaign is running, you will receive acceptances to connection requests and responses to messages on your LinkedIn account as if you had sent them manually.
In addition, we will send you a full summary of your campaign results once it has concluded - including data on acceptance rates and response rates.
We will also send you a list of all recipients that replied to your campaign, to ensure you can double check that you have responded to their replies.
If you are running your own campaign and using the on demand message generation, then you will be able to see at any time which prospects have had messages generated for them.
If you delete information from your account then that information is deleted forever.
We maintain the right to use anonmymous engagement rate data to analyse potential enhancements to our message logic.
There are a number of LinkedIn campaign execution tools available via subscription which are able to consume upscale's messages and send those to your prospects. If you have an subscription to one of these tools, you are able to set up your own campaigns and configure them to your preferences (including loading them with upscale messages).
We maintain a list of LinkedIn campaign execution tools on this blog post here, with an indication of whether they can send upscale messages or not.
We have an existing integration with Skylead, which means that if you choose to use Skylead as your campaign automation tool, you are able to load your prospects and messages into Skylead from upscale in just one click.
We're glad you asked that, because we've done a lot of work to list all available tools to help you with your research!
We created this summary of all LinkedIn automation tools to help guide you on things like 1) whether they can send upscale's messages, 2) price, 3) whether they offer a free trial, and more.
For more detailed information, please head over to see the individual LinkedIn Automation product pages here.
Short answer: it depends on which automation product you are using. Ultimately our mission is to ensure that every LinkedIn automation product in the world is able to use our generated messages. But we cannot guarantee that yet - we're working on it.
If you use Skylead, we can guarantee that upscale's tailored messages can be loaded into your campaign and sent automatically, with just one click.
If you are using another LinkedIn automation product, it will likely be possible to load upscale's messages via csv. Tools like Expandi, Dripify, Salesflow, Waalaxy and more support this process already.
If you are using a LinkedIn automation product that does not have csv upload capability for custom messages, we will speak to the team behind the tool and work with them to find a way to load your messages into your campaign.
The list of LinkedIn automation products we have an agreed process and partnership with will continue to grow.
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