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Outreach Helping Companies Like Yours Playbook

Updated: Apr 12, 2021

Send an email sequence to individuals in a company whose company you discovered based on their company profile in social media, a leads database, or another source similar to an industry where you have been successful. The follow-up emails will include relevant content to build a relationship with the buyer, help the buyer, and introduce him or her to your service.

Email Sequence

  1. Introductory Email: Introduce yourself and mention how you are reaching out to companies like theirs because you have helped companies like theirs become successful. Introduce your relevant offering and how it applies to them. Share case studies to help them see the value of your offering. Ask to schedule a meeting.

  2. Reminder Email: Remind them of the success you had with companies like theirs and provide additional case studies. Ask for a meeting.

  3. Referral Email: Ask them for a referral if they are not the right person. Provide a company overview that they could share with others introducing your offering. Request they provide the next steps.

  4. Final Invite Broad Email: Give them an overview of all your services in case they may be looking to solve additional problems they may have that you did not discuss. Let them know they can reach out anytime.

Personalize <<personalize_tag>>: Contact First Name, Contact Company, Industry

Add content [[insert_content]]: Case Studies, Company Overview, and Overview Of All Services.

Email Best Practice

  • The subject line between 28 and 50 characters. Three to four words.

  • Email body between 50 to 125 words of text.

  • Remove extra words from the email body.

  • Make your email closing lines powerful and intriguing.

  • Personalize your email content and keep it conversational

  • Answering three key questions—what are you offering? How will it help the reader? What should they do next?

  • Send out 2 to 5 emails per month

  • Use 1 to 3 images

  • Emails should be at a third-grade reading level


Best Practices

  • Assign someone to search social media or lead databases and find company profiles of potential prospects that may be likely interested in your product or service because of your success in a particular industry.

  • Read all about the company to identify high potential company prospects based on their profile and other details.

  • Find several companies that have the same general problem and require the same skills. Build a prospect list. You may end up with several segments of companies that have different needs.

  • You can use LinkedIn or the company website to identify the right team of people that will make a buying decision. Target multiple people in a company. Once you identify the people in a company, use a service to find their email address and contact information.

  • Create a list of segments of prospects and assign them to a particular salesperson or virtual sales assistant.

  • Create a tailored offering for each segment and content to get them interested.

  • Modify the following email sequence and tailor it to your offer and content.

  • Launch multiple campaigns for each segment identified.


Get Started

Click the link below to view this template and use it in your next campaign.

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