The Universal Cold Outreach Email Template
Subject: [Specific Result] for [Company Name] in [Timeframe]
Hi [First Name],
I noticed [specific observation about their business/challenge].
While researching [Company Name], I found [specific opportunity or problem that needs solving].
I specialize in helping [their industry/type of business] achieve [specific desirable outcome]. For example, I recently helped [similar company] accomplish [specific measurable result].
Would you be open to a brief 15-minute call [specific day/time] to discuss how I could help [Company Name] achieve similar results?
Best regards, [Your name] [Your credentials/website]
P.S. Even if you're not interested, I've attached a free resource about [relevant topic] that might be helpful.
The Discovery Call Script
Opening (2 minutes) "Thanks for taking the time to speak with me today. I know you're busy, so I want to make sure this is valuable for you. Before we dive in, could you tell me what prompted you to schedule this call?"
Discovery Questions (10 minutes) 1. "What's the biggest challenge you're facing with [specific area]?" 2. "How long has this been an issue?" 3. "What have you tried so far to solve it?" 4. "What happens if nothing changes?" 5. "What would success look like to you?" 6. "What's your timeline for solving this?" 7. "What's your budget range for the right solution?"
Transition (2 minutes) "Based on what you've shared, I can definitely help. Let me tell you how I typically work with clients like you..."
Closing (1 minute) "Does this sound like something that would be valuable for you? What questions do you have? What would you like to do next?"
The Follow-Up Sequence
Email 1 (Day 1 after no response) Subject: Re: [Original Subject]
"Hi [Name], Just wanted to make sure my previous email didn't get lost in your inbox. [Reference original value prop in 1 sentence]. Still interested in discussing?"
Email 2 (Day 7) Subject: [Helpful Resource] for [Company Name]
"Hi [Name], Whether or not we work together, I thought you might find this helpful: [link to valuable resource]. It addresses [specific challenge you mentioned]. Hope it helps!"
Email 3 (Day 14) Subject: Should I close your file?
"Hi [Name], I haven't heard back, so I'm guessing [specific solution] isn't a priority right now. I'll close your file for now, but feel free to reach out when you're ready to [achieve specific result]. Best of luck!"
The Proposal Template
[Your Business Name] Proposal for [Client Company]
Executive Summary Based on our conversation on [date], I understand that [Company Name] is looking to [primary goal]. This proposal outlines how I'll help you achieve [specific outcome] within [timeframe].
Current Situation - Challenge 1: [Description] - Challenge 2: [Description] - Challenge 3: [Description]
Proposed Solution I recommend [service package name], which includes: - Deliverable 1: [Description and benefit] - Deliverable 2: [Description and benefit] - Deliverable 3: [Description and benefit]
Process & Timeline Week 1-2: [Phase 1 description] Week 3-4: [Phase 2 description] Week 5-6: [Phase 3 description]
Investment Your investment for [complete solution]: $[amount] Payment terms: [50% upfront, 50% on completion / Monthly retainer / etc.]
Success Metrics We'll measure success by: - Metric 1: [Specific measurement] - Metric 2: [Specific measurement] - Metric 3: [Specific measurement]
Next Steps To get started: 1. Reply with your approval 2. Sign the attached contract 3. Submit initial payment 4. Schedule our kick-off call
Why [Your Business Name] [2-3 sentences about your unique qualifications, experience, and results]
Guarantee [Your satisfaction guarantee or revision policy]
This proposal is valid until [date, typically 7-14 days].
The Client Onboarding Email
Subject: Welcome to [Your Business Name]! Let's Get Started
Hi [Client Name],
I'm thrilled to be working with you! This email contains everything you need to know about our collaboration.
What Happens Next: 1. Schedule our kick-off call here: [Calendly link] 2. Complete the attached onboarding questionnaire 3. Grant access to [specific tools/platforms needed] 4. Review the project timeline (attached)
Communication Guidelines: - Best way to reach me: [Email/Slack/etc.] - Response time: [Within 24 hours M-F] - Meeting schedule: [Weekly check-ins on Tuesdays] - Emergency contact: [If applicable]
Resources for You: - Project folder: [Link] - Contract copy: [Attached] - Invoice schedule: [Details] - My work hours: [Your availability]
First Deliverable: You can expect [first deliverable] by [date].
I'm excited to help you [achieve specific outcome]. If you have any questions before our kick-off call, don't hesitate to reach out!
Best, [Your name]