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Outreach With Personalized Offering Playbook

Updated: Apr 12




Send an email sequence to prospects extending a personalized offering. First, you will extend a personalized offering; then, you will explain the value your product or service can offer the prospect. Follow-up emails will share additional insights into the personalized offering, best practices, success stories, and content to educate the prospect on your offering and help accelerate their buying decisions.


Email Sequence


  1. Introductory Email: Introduce yourself and share a personalized offer. Introduce how the personalized offer can help your prospect. Share more details about the personalized offer and provide a case study giving them a reason to take up the personalized offer. Ask to schedule a meeting.

  2. Reminder Email: Remind them of the personalized offer and provide additional case studies supporting the personalized offer's value. 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


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

  • Decide upfront on key industries you are targeting and companies you want to win as customers within those industries.

  • 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

  • Create a custom message for each segment, think of a personalized offering for each segment, and provide relevant content that will interest companies.

  • Modify the following email sequence and tailor it to your message 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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