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