Playbooks

Cold Outbound Launch

A step-by-step playbook to launch outbound from zero.

Phase 1: Foundation (Week 1-2)

1.1 Define Your ICP

Before sending a single email, nail down exactly who you're targeting:

  • Company attributes: Industry, company size, revenue, growth stage, tech stack
  • Persona attributes: Job titles, seniority, department, responsibilities
  • Pain points: What problems do they face that you solve?
  • Triggers: What events signal they might be ready to buy? (hiring, funding, product launch)

Output: Written ICP document with 3-5 ideal customer profiles

1.2 Build Your Value Proposition

Create clear, compelling messaging:

  • One-liner: "We help [ICP] achieve [outcome] by [method]"
  • Problem statement: What challenge do you address?
  • Solution: How do you solve it differently?
  • Proof points: Results you've achieved for similar companies

Output: Messaging framework with value props for each persona

Phase 2: Infrastructure (Week 2-3)

2.1 Email Domain Setup

  • Purchase 2-3 secondary domains (e.g., trycompany.com, getcompany.com)
  • Set up SPF, DKIM, and DMARC records for each domain
  • Create email accounts (1-2 per domain)
  • Warm domains for 2-3 weeks before sending at scale
  • Use an email warmup tool to build sender reputation

Why secondary domains? Protects your main domain reputation if deliverability issues arise

2.2 Tech Stack Setup

Essential tools:

  • CRM: HubSpot, Salesforce, or Pipedrive
  • Sequencing: Outreach, Salesloft, Apollo, or Instantly
  • Data: Apollo, ZoomInfo, or LinkedIn Sales Navigator
  • Email warmup: Warmbox, Lemwarm, or Mailreach
  • Enrichment: Clearbit, Clay, or BuiltWith

Phase 3: List Building (Week 3-4)

3.1 Build Your Initial List

  • Start with 500-1,000 contacts matching your ICP
  • Verify all email addresses (aim for <3% bounce rate)
  • Enrich with relevant data points for personalisation
  • Segment by persona, industry, or use case

Quality over quantity: 500 well-targeted contacts will outperform 5,000 random ones

3.2 Research for Personalisation

For each account, gather:

  • Recent company news (funding, product launches, exec hires)
  • Tech stack and tools they use
  • Content they've published or shared
  • Mutual connections

Phase 4: Campaign Creation (Week 4-5)

4.1 Write Your Sequences

5-7 touch sequence:

  • Email 1: Value prop with trigger/personalisation
  • Email 2 (Day 3): Follow-up with case study
  • Email 3 (Day 6): Different angle or insight
  • Call 1 (Day 7): Phone touch + voicemail
  • Email 4 (Day 10): Social proof or resource
  • LinkedIn (Day 12): Connection request or message
  • Email 5 (Day 14): Breakup email

4.2 A/B Test Framework

Test one variable at a time:

  • Subject lines: Question vs. statement vs. personalised
  • Opening lines: Compliment vs. trigger vs. problem
  • CTAs: Meeting ask vs. question vs. resource offer
  • Send times: Morning vs. afternoon, weekday vs. weekend

Phase 5: Launch & Optimise (Week 5+)

5.1 Ramp Up Volume

  • Week 1: 20-30 emails/day per inbox
  • Week 2: 40-50 emails/day per inbox
  • Week 3+: 50-75 emails/day per inbox (max)

Monitor deliverability closely. If bounce rates exceed 3% or spam complaints increase, slow down.

5.2 Track & Optimise

Key metrics to monitor:

  • Open rate: Target 50%+ (if lower, fix subject lines or deliverability)
  • Reply rate: Target 5-15% (if lower, improve messaging)
  • Positive reply rate: Target 2-5%
  • Meeting book rate: Track emails to meetings conversion
  • Bounce rate: Keep under 3%

Launch Checklist

  • ☐ ICP documented and approved
  • ☐ Value proposition written for each persona
  • ☐ Secondary domains purchased and configured
  • ☐ Email accounts created and warming
  • ☐ Tech stack set up and integrated
  • ☐ Initial list built and verified
  • ☐ Sequences written and loaded
  • ☐ A/B tests defined
  • ☐ Tracking and reporting set up
  • ☐ Team trained on process and tools