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  • Steven Tedjamulia

Outreach To Learn More Playbook

Updated: Apr 12




Send an email sequence to a prospect who you discovered based on their social media profile. Reach out to them to learn more about something you found they are doing through your research. 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: Introduces yourself and let them know you would like to learn more about a topic your prospect is an expert on. Introduce your relevant offering and how it applies to the topic you want to learn. Share case studies to help them see your offering's value and how it applies to the topic. Ask for a meeting.

  2. Reminder Email: Remind them of your request to learn more. Provide additional case studies that may help out. 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. Ask if they know others from their company who may be coming to the event that you can meet.

  4. Final Invite Broad Email: Give them an overview of all your services if 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


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 profiles of potential prospects that may be likely interested in your product or service.

  • Read all about the prospects to identify high potential prospects based on their profile and other details. Take notes on a topic you want to ask the prospect about where the prospect is well versed.

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

  • Start with the prospect that you will ask to learn more and then use his findings to reach out to others.

  • 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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