The Perfect Outbound Sequence Template
30 Minutes to President's Club
Zero theory or mindset discussions here; just actionable sales tactics that will win you deals today.
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(Okay, now you shall pass.)
The sequence template below got me 20%+ replies from cold prospects.
I used it when I was leading sales organizations at both Carta and Pave, and I continue to adapt it to a handful of companies that I do outbound consulting for today.
The example below references one of my clients, Covey. Why them? Their value proposition is simple: they use AI to automate inbound resume screening and outbound candidate sourcing for recruiters.
We'll break it down in 5 parts:
If you want to follow along, you can download the entire sequence template here.
(PS: This covers some email best practices, but focuses on sequence structure. For more on email, read How to Write A Good Sales Email or How To Personalize At Scale.)
1: Sequence Structure Overview
Before we dive into the emails, take a look at the sequence structure above.
There are 5 core principles that make this a great sequence:
Let’s dive into that first bucket of emails.
2: Email Templates: The 1st Big Problem
Your first email is your best, personalized email. It follows the 3x3 email structure of personalization attached to a problem → one-sentence-solution → interest-based CTA.
The last bubble up makes it real for the folks on the edge of replying. Instead of just asking “any thoughts” again (aka, being annoying), make it real with a case study or demo video for the folks who are right there, but just need something a bit more tangible. Again, keep it short. The resource augments the 1st email.
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3: Email Templates: The 2nd Big Problem
Change the subject line and switch to the 2nd problem. Most sequence tools allow you to personalize future emails upfront, so reuse the personalization trigger in the first email and attach it to your 2nd problem if possible.
If this email doesn’t work, draw out some replies by asking if they’re the right person. If they are, they’ll often reply (and also include whether or not they were interested in your last messages). If they aren’t, you’ll save time and be able to move onto others.
Some folks recommend bubbling up the 2nd problem email twice like you did with the 1st, but I find that prospects will notice the pattern and often get annoyed (and unsubscribe at this point).
My goal is to minimize unsubscribes and instead ask for help – I’m giving them an “out” of the cold emails if they’re not the right person.
4: Email Templates: Get The Truth
Break-up emails are controversial, but they work. Why? Because there are often people who are on the fringe of replying, but they keep saying “I’ll handle this at some other point.” The break-up email creates a sense of loss aversion by letting them know that this will be their last reminder.
Avoid unprofessional breakup emails. There are obnoxious cheeky emails like the 1-2-3 email that says “are you [1] interested [2] not interested or [3] stuck under a rock!?” – these not only get you the wrong types of replies, they tend to lower your professional status. If there’s an email from an angry prospect that got forwarded to me as a VP of Sales, it usually looked like this.
5: LinkedIn Templates
The purpose of LinkedIn prospecting is to drive up your email replies. The key benefit of LinkedIn is that it allows you to put a real face to your name and draw attention back to the email.
I know some people book meetings on LinkedIn, but in my experience coaching over 100 SDRs (and prospecting myself) – I rarely see prospects agree to a meeting inside of the LinkedIn DM itself.
Therefore, your LinkedIn touches should “tie” to your emails:
These touches are usually enough to boost the email replies without spending too much time on manual LinkedIn touches.
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If you liked this, be sure to get the actual templates and customize them to the product and personas that you're selling.
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4 个月Thanks for the detailed description. Can you share what platform, saas you use for the sequence? Thanks.
Account Executive at Mulesoft, a Salesforce Company
7 个月Ryan Ramirez
Regional Vice President, MuleSoft Insurance
8 个月Madison Mauer