salesStep 1
Conference follow-up — Day 1
Opens a warm follow-up after meeting at a conference. Best for short events where the contact remembers you.
draft · your voice
Quick note from {Event}
Hi {FirstName}, I noticed you were at {Event} this week — hope it was useful. We chatted briefly about {Topic} and I wan…
conferencewarmfollow-up
salesStep 2
Conference follow-up — Day 5
Second touch after a conference, leading with a relevant proof point.
draft · your voice
Re: {Event} — one more thought
Hi {FirstName}, I know {Event} was a whirlwind. One thing I forgot to mention — {ProofPoint}. Figured that might land fo…
conferencewarmfollow-up
salesStep 1
Cold outreach — ICP fit
Classic cold opener — leads with a recent company signal (funding, hiring, product launch) before pitching.
draft · your voice
{CompanyName}'s {Signal}
Hi {FirstName}, I saw {Signal} and figured this might be timely. We help {ICPDescription} teams turn {PainPoint} into {O…
coldsignal-based
salesStep 1
Cold outreach — pain-led
Leads with a recognizable pain rather than a feature.
draft · your voice
How {CompanyName} handles {PainArea}
Hi {FirstName}, Most {Role}s I talk to at {ICPDescription} companies struggle with {PainPoint}. Curious how you're handl…
coldpain-led
salesStep 1
Cold outreach — three reasons
Structured cold email with three reasons. Easy to scan, hard to ignore.
draft · your voice
Three reasons {CompanyName} might want a 15-min chat
Hi {FirstName}, Three quick reasons we might be worth your time: 1. {Reason1} 2. {Reason2} 3. {Reason3} If any of those…
coldstructured
salesStep 1
Warm lead — content followup
Follow-up to someone who downloaded a content asset. Warm but not pushy.
draft · your voice
Thanks for grabbing {Asset}
Hi {FirstName}, Thanks for downloading {Asset}. Curious — what made it interesting? Most teams who read this are wrestli…
warminbound
salesStep 1
Warm lead — demo no-show
When a prospect no-shows a demo. Light, gives them an easy "no" out.
draft · your voice
Missed you on the call
Hi {FirstName}, Looks like our call got scrubbed — happens. Want to grab a different slot, or is this not a fit right no…
warmdemo
salesStep 1
Re-engagement — 30 days quiet
Re-engagement after going silent. Polite, gives a clear yes/no opening.
draft · your voice
Still on your list, {FirstName}?
Hi {FirstName}, We haven't connected in a while. Last time we spoke, {ContextFromHistory}. Is that still on the radar at…
reactivationwarm
salesStep 1
Referral — mutual connection
When introduced through a mutual contact. Leads with the referrer.
draft · your voice
{MutualContact} suggested I reach out
Hi {FirstName}, {MutualContact} mentioned you'd be a good person to talk to about {Topic}. Quick context: we help {ICPDe…
referralwarm
salesStep 5
Break-up — last touch
Final touch in a sequence. Counterintuitively, often gets the most replies.
draft · your voice
Closing the loop on {CompanyName}
Hi {FirstName}, I've sent a few notes and haven't heard back. Going to assume this isn't a priority right now — totally…
coldbreakup
salesStep 1
Pre-event outreach
Reach out before a shared event to schedule in-person time.
draft · your voice
Going to {Event}?
Hi {FirstName}, Saw you on the attendee list for {Event}. We'll be there too — happy to grab coffee on Day 1 if you're o…
conferencepre-event
salesStep 1
Fintech founder — funding-stage signal
Fintech-vertical opener that leverages a funding announcement.
draft · your voice
Series {Round} congrats — quick thought on {Area}
Hi {FirstName}, Congrats on the Series {Round}. Most fintech founders I talk to post-{Round} are wrestling with {Scaling…
coldfintechfunding
salesStep 1
DevTools — engineer audience
Engineer-to-engineer opener. Lead with respect, ask for feedback not a meeting.
draft · your voice
Quick {Tech} thought
Hi {FirstName}, Saw your {Repo|Blog|Talk} on {Topic}. Sharp take on {Detail}. We're working on {RelatedProblem} — would…
colddevtoolsengineer
customer-successStep 1
Customer Success — expansion outreach
Customer success expansion play — surface a related product the existing customer hasn't tried.
draft · your voice
A few teams using {Module} — thought you might be interested
Hi {FirstName}, I noticed your team is heavily using {CurrentFeature}. A few similar customers ({ProofCustomers}) recent…
customer-successexpansion
customer-successStep 1
Customer Success — renewal pre-check
Pre-renewal touch to surface gaps before the auto-renewal conversation happens.
draft · your voice
{RenewalMonth} renewal — quick check-in?
Hi {FirstName}, Your renewal lands in {RenewalMonth}. Before that comes up, want to make sure you're getting full value…
customer-successrenewal
recruitingStep 1
Recruiting — passive candidate
Passive candidate sourcing. Lead with respect for their existing work.
draft · your voice
Your {Project|Skill} caught my eye
Hi {FirstName}, I saw your work on {Project|Skill} — sharp. Not sure if you're open to new things, but we're hiring a {R…
recruitingpassive
recruitingStep 1
Recruiting — followup to applied
Quick acknowledgment to an applicant with a specific detail showing you actually read their materials.
draft · your voice
Got your application for {Role}
Hi {FirstName}, Thanks for applying for {Role}. I've read through your background — {SpecificDetail} stood out. Want to…
recruitingactive
bdStep 1
BD — partnership outreach
Standard BD opener proposing a partnership exploration.
draft · your voice
Idea: {PartnerCompany} + {OurCompany}
Hi {FirstName}, I lead partnerships at {OurCompany}. A few of our customers also use {PartnerCompany} — and I've been th…
bdpartnership
investorStep 1
Investor cold — founder reaching out
Founder cold-emailing an investor. Lead with traction + thesis match.
draft · your voice
{Company} — quick intro
Hi {FirstName}, I'm {FounderName}, founder of {Company}. We're building {OneLiner} and just hit {Milestone}. Noticed {In…
investorfundraising
investorStep 2
Investor — followup
Follow-up to a cold investor email with a fresh signal.
draft · your voice
Re: {Company} — quick update
Hi {FirstName}, Quick update since I last wrote: {RecentMilestone}. If the timing is wrong on your end, no worries. If y…
investorfundraising
prStep 1
PR — journalist pitch
PR pitch to a journalist. Reference their recent work, offer exclusive.
draft · your voice
Story idea for your {Beat} beat
Hi {FirstName}, I read your recent piece on {Topic} — angle on {Detail} was sharp. Might have a story for you: {StoryAng…
prjournalist
salesStep 1
Warm intro — VIP lead
Warm intro via mutual to a high-value lead. Polite and deferential to their time.
draft · your voice
{IntroSourceFirstName} suggested I reach out
Hi {FirstName}, {IntroSourceFirstName} suggested we connect. Quick context: {WhyTheyIntroduced}. I know your time is val…
referralwarm
salesStep 1
Tradeshow booth visit
After a booth conversation at a tradeshow. Reference the specific topic discussed.
draft · your voice
Nice meeting you at {Event} booth
Hi {FirstName}, Thanks for stopping by our booth at {Event} — appreciated the chat about {Topic}. You mentioned {Specifi…
conferencewarm
bdStep 1
Agency BD — channel partnership
Outreach to agency partners proposing channel partnership.
draft · your voice
{AgencyName} + {OurCompany} — channel pilot?
Hi {FirstName}, We've been seeing more {ICPDescription} customers come through agencies like {AgencyName}. Curious if a…
bdagency
salesStep 3
Low engagement — saver email
Self-aware mid-sequence email that often re-engages.
draft · your voice
Pulling the plug?
Hi {FirstName}, I've sent a couple of notes and haven't heard back. Want to make sure I'm not annoying you — should I ta…
coldsaver
salesStep 1
Competitor comparison opener
Position against existing tooling. Avoids attacking competitors but offers comparison.
draft · your voice
How {CompanyName} thinks about {CompetitorCategory}
Hi {FirstName}, Most {Role}s I talk to at {ICPDescription} companies are using one of {CompetitorList} for {Category}. I…
coldcompetitive
salesStep 1
ROI-led cold opener
Numbers-first cold opener. Works best when you have credible third-party-verifiable proof.
draft · your voice
{Percent}% improvement on {Metric} for {ICPDescription}
Hi {FirstName}, {ProofCustomer} saw {Percent}% improvement on {Metric} after switching to us. Most {ICPDescription} cust…
coldroi
salesStep 1
Community warm intro
Warm-intro from a community thread. Light, peer-to-peer.
draft · your voice
Saw your post in {Community}
Hi {FirstName}, Saw your post in {Community} about {Topic} — strong take. We're working on something adjacent at {OurCom…
warmcommunity
salesStep 1
Pricing-page visitor
Outreach triggered by pricing-page visit signal. Direct without being aggressive.
draft · your voice
Spotted you on our pricing page
Hi {FirstName}, My tools tell me {CompanyName} visited our pricing page recently. Sometimes that means real interest, so…
warmsignal
salesStep 1
Product launch announcement
Product launch announcement to existing relationships and warm prospects.
draft · your voice
New: {ProductName} (built for {Audience})
Hi {FirstName}, Quick announcement — we just launched {ProductName} to help {Audience} do {Outcome} without {CommonPain}…
warmlaunch