Sales prospecting is probably the hardest and most time consuming part of your job as a sales rep. However, it’s an important part of the role to find potential customers who are a great fit and have long-term value to the business.
With the never-ending debate about whether leads should be sales or marketing qualified, you spend a substantial part of your work week prospecting new business via email, social media, in person, and through referrals to make sure the leads you work are worth your while.
There’s more information available about prospects today than at any other time in the history of selling. That means there’s plenty of prospect success stories out there for you to find.
Visit your prospect's website for funding updates, search Google for company news, view LinkedIn to dig into the prospect’s professional dossier, and append all this information to your contact records.
Once you’ve found the perfect opportunity to congratulate the prospect, don’t try to pitch them. Simply share a genuine compliment.
Hey [Prospect],
Congratulations on your recent round of funding.
What you are doing is going to impact the law profession in a major way.
I look forward to seeing how you'll deploy your new resources to do it even faster.
Regards,
[Your name]
Why this email works: This approach is creative and personal. Flattery is always welcome and it’s possible you’ll get a “Thank you, but who are you?” in response.
Try this approach with executive leaders. Executives and business owners are usually the creators of their vision and are most involved with communicating it. Publicity is the name of the game, especially in startups and small businesses.
Hey [Prospect],
Congratulations on your new role as VP Marketing. Based on your LinkedIn profile, it looks like you've done an amazing job developing your career at [company].
If there are ways I can help you get your message out to my network of [title of people they're trying to reach], please let me know. I'm a fan and I want to help.
Do you have a PR or content person on your team?
Regards,
[Your name]
Why this email works: This email is genuine and applicable in just about any company. It’s hard for the recipient of this email to turn down an opportunity for free publicity so you’ll likely be able to get your foot in the door by offering your platform to promote their mission.
Find a way to provide some value up front, even if it's your own expertise. Just be careful not to be critical in your first email. Starting with a compliment can soften the critique.
Hey [Prospect],
Your website's design is absolutely brilliant. The visuals really enhance your message and the content compels action. I've forwarded it to a few of my contacts who I think could benefit from your services.
When I was looking at your site, though, I noticed a mistake, i.e., search engine optimization. It's a relatively simple fix. Would you like me to write it up so that you can share it with your web team? If this is a priority, I can also get on a call.
Regards,
[Your name]
Why this email works: Providing immediate value for free is something that software companies have mastered through freemium business models, creating some of the fastest growing businesses ever. Free feature-limited or usage-limited software offers value before any money changes hands.
If you're a service provider, partner with a software company that has a freemium model. For example, if you're an accountant, partner with Expensify to introduce free expense report tools. If you sell sales training services, recommend a product like HubSpot's free email tracking tool. As long as you are the person introducing free value, prospects will appreciate it.
Remember, your goal in the initial email is to simply get a response. With this in mind, an immediate fix the prospect needs might not be related to the products or services your business offers. That doesn’t mean you can’t still offer help. Here’s how to do it:
Hey [Prospect],
Welcome to town. My family and I enjoyed a nice dinner at your new Sudbury location last month. I really enjoyed the scallops and risotto. I'll be back.
I drove by your restaurant last night fairly late and thought you were closed at first glance. I saw a few people sitting at the bar, but the light in front of the restaurant was really dim.
This isn't my area of expertise, but I know a good sign guy. Would you like an intro?
Regards,
[Your name]
Why this email works: It’s similar to the example above, but it comes across even more genuine. You benefit nothing from offering an intro while the prospect will get the benefit of a new sign that could bring them more business.
You could give cash away to your prospects. That might get their attention. Or you can offer a compliment which costs nothing.
Hey [Prospect],
Thank you for sharing your wisdom with the world.
I love your wit and humor. I find myself nodding in agreement with your advice as I'm laughing out loud.
Your article the other day with the three email templates really inspired me. I forwarded to a few of my clients. One of them has really been struggling to connect with key prospects and we've implemented your advice. A prospect they've been trying to reach for a year now responded within an hour.
Would you like to see how my client applied your advice?
Best,
[Your name]
Why this email works: These templates offer kind words and helpful tips. People like to hear nice things about themselves and receiving a specific solution to a problem along with the flattering statements is a recipe for a response back.
Warning: Don't be creepy. Salespeople of yesteryear could get away with walking into a buyer's office, noticing the photo of the prospect's grandchildren, and remarking, "You have a beautiful family." Today, the framed picture of decades past has become the digital photos on Facebook.
Salespeople should certainly incorporate Facebook into their research. But that doesn't mean you should open with "How was your grandkids' soccer practice on Sunday?" That'll compel a prospect to issue a restraining order, not email you back. Instead, start with safe topics like common personal interests.
Hey [Prospect],
I was browsing through LinkedIn. Looks like you and I are both in [industry], and we're both snowboarding fans. Have you ever dreamed of having an industry conference at a ski resort? I have.
Have you gotten out this year? I got out to Loon last month. The powder was amazing.
Regards,
[Your name]
Why this email works: You’re making a sincere connection with the prospect using information that’s typically fair game to mention — LinkedIn posts. The prospect will respect your research skills and appreciate that you were tactful in your approach.
Opening with a mutual non-work related interest is smart for another reason: you're giving them a break from the day-to-day and reminding them of something they love to do outside of work.
While there is a lot of information online about prospects, nothing beats intel from a trusted source. This is especially critical if you sell to finance, IT, or other back-office professionals since it's difficult to inspect or observe how they do their jobs from an external perspective.The trick to this is starting conversations with the intention of gathering intelligence.
Every company has customer-facing employees. Start with the sales team and ask them what they’re exceeding at in their roles and what they could be improving. They will probably respond in solidarity.
Then, reach out again with the results and see how your product or service can help. If there are goals the company could reach more effectively after implementing the solution you sell, the sales team might be willing to pass along your information to the right contacts.
Hey [Prospect],
Your salespeople seem to be struggling with acquiring new clients according to an informal survey I did. Specifically, they are struggling to initiate a dialogue with prospects like they used to.
Is it a priority for you to improve their ability to put new opportunities in the funnel?
Regards,
[Your name]
Why this email works: You’ve already received valuable survey data that you can use for your own content and sales pitches, but you can also use that data to uncover needs within the companies you’re prospecting.
Your prospect's customers and partners are great sources of intelligence, too. Look at your prospect's case study page, if they have one, or check out reviews about them online.
Your prospect's customers and partners are great sources of intelligence, too. Look at your prospect's case study page, if they have one, or check out reviews about them online.
Why this email works: More often than not, you’ll find positive information that will get the prospect talking. But, if you hear from a disgruntled or unsuccessful customer, use that information too. You could motivate the prospect to turn those negative reviews into positive ones — hopefully using your company’s products to do it.
Vendors are another resource to learn about a company. Trusted service providers are in a great position to refer you. Not only do they know how your prospect makes purchasing decisions — they can make introductions.
Hey [Prospect],
Your commercial real estate broker, [name], suggested I reach out to you. Someone in your organization told them conference room booking is a real challenge. Everything is always booked — even when people aren't in the room.
This is an easy fix if you're interested in solving this problem once and for all. Interested?
Best,
[Your name]
Make sure you get permission to use names when referencing vendors. The last thing you want to do is get your referral partner fired. Ask, "Would you mind if I email [Prospect] and say that you suggested we talked?" Then, you're free to write, "[Vendor] asked me to email you to see if I could help." Or just call and start off with "I was talking to [Vendor], and … "
Why this email works: Not only do you have a direct way to reach a prospect, you have the seal of approval from the vendor. The prospect probably gets several sales emails per day, but you’ll stand out because of the connection you made with the vendor prior to emailing the prospect.
While this is not always good advice (especially for children), talking to strangers at the right place and time can be a smart idea. Whether they're friends or acquaintances, talking to people outside of your typical peer group can lead to great connections.
Hey [Prospect],
My friend, [name], told me that you'd be willing to meet up with me to discuss my business and see if we might work together.
I reviewed your website and am particularly interested in learning more about your [service].
Do you have time in the near future? Here's a link to my calendar to make scheduling easier.
Regards,
[Your name]
Why this email works: Similar to the vendor emails, talking to strangers through a mutual friend could be more effective. The relationship is built on a causal connection rather than a business one so there’s no pressure to pitch right away.
Pay attention to what your prospects are publishing online. They are sharing massive clues about their current initiatives that provide great openings for dialogue.
Here's an email I wrote up for an SDR from RingCentral who asked for some advice:
Hey Jeetandra,
Your CEO posted an article about expanding globally which speaks highly of the work you're doing. Judging from a quick LinkedIn search, I can see you're the guy who is probably making that happen. Congrats on the success. I know it's hard to duplicate the success of the home office.
Usually, managing directors are involved with setting budgets and are under pressure from CFOs to minimize startup cost. I'm an expert at helping companies minimize these types of expenses.
I talk to people like you all day. Would you be interested in a checklist of ways to reduce expenses?
Regards,
[Your name]
Why this email works: Reading an unsolicited sales email or a piece of unsolicited advice isn’t at the top of anyone’s priority list. This approach keeps your email relevant and useful to the prospect.
For every title or persona that can influence your sale, have content on hand that addresses their specific challenges.
Hey [Prospect],
Your blog article about [topic] was excellent. Your ebook on the topic was even better. The part about [section] was amazing because [reason].
But, I had to click around your website quite a bit to find the ebook. Have you ever thought about putting a call to action on the blog post that encourages visitors to download your whitepaper on the same subject?
Here's an article on how and why to do this: [link]
Let me know what you think,
[Your name]
Why this email works: You’re working smart not hard. Rather than creating an entirely new piece of sales material to send to this prospect, you can pass along marketing material that has already been made and is relevant to the needs of the prospect. Take this tactic a step further and add a tracking parameter on the blog link. Even if they don’t respond to your email, you can follow up on the back end to see if they’ve clicked the link to read the article. This type of email works great as an end-of-the-month sales email, which can be sent to prospects and current customers as a way to engage, re-engage, and upsell.
Don't only send your content. Prospects will be less suspicious of your intentions if you send other people's or other companies' content that could be helpful for their situation.
Hey [Prospect],
Congrats on closing your seed funding. That means you're probably starting to think about how you'll raise your A round.
Other founders report that it's 100x easier to raise money if they've already figured out how to profitably acquire customers.
I've found that David Skok's articles on unit economics are an amazing resource to help with that.
Here's one: http://www.forentrepreneurs.com/saas-metrics-2/
Have you read them?
Regards,
[Your name]
Why this email works: The point is to show them that you care about their success and you want to help them reach it no matter what. And yes, that includes sharing other people’s content if you have to.
For the last few years, I've regularly asked my young son, "How do you get better at things?" Without hesitation, he now says "practice." Not every salesperson is a natural writer, but I'd highly recommend they all start practicing.
Why should salespeople write? Prospects willingly talk to critical-thinking, problem-solving, effective salespeople if they have experience relevant to the prospect's world. So, write about your daily experiences helping prospects. Share your wisdom.
While publishing content to your company website is the best way to go, it's only good for you if you're able to track which of your prospects reads your posts. If you don't have marketing automation software in place that tells you when your prospects are visiting your website, publish to LinkedIn instead. As long as your 1st and 2nd-degree network consists of prospects, there is a chance they'll read what you post.
When they like, comment on, or share something you wrote, start a dialogue by using a variation on the template below:
[Prospect],
Yesterday, you liked my article on LinkedIn. What did you like about it?
[Your name]
Why this email works: The really great thing about content is that it keeps on talking with prospects even when you're sleeping, exercising, or eating. It works around the clock for you. Every other prospecting method is ephemeral (especially email). Imagine what salespeople could do if we combined the staying power of relationships with the lasting power of content.
Why this email works: The really great thing about content is that it keeps on talking with prospects even when you're sleeping, exercising, or eating. It works around the clock for you. Every other prospecting method is ephemeral (especially email). Imagine what salespeople could do if we combined the staying power of relationships with the lasting power of content.
Why this email works: The really great thing about content is that it keeps on talking with prospects even when you're sleeping, exercising, or eating. It works around the clock for you. Every other prospecting method is ephemeral (especially email). Imagine what salespeople could do if we combined the staying power of relationships with the lasting power of content.
Connect with them and use any of the templates in this article to start a conversation. Lower-level and customer-facing employees are a bit more likely to accept your connection, respond to you, or just check out your profile in return. As soon as they do, use the line above.
Why this email works: It’s short and to the point, giving the prospect a reason why they might want to accept your connection and visit your profile again in the future.
If you are publishing content, ask for feedback on your drafts. You can also ask prospects for quotes to add to your article.
[Prospect],
Thanks for connecting with me on LinkedIn. From looking at your impressive career advancement from salesperson to sales director in just five years, I'm guessing you have some really valuable advice.
I read a few of your testimonials and I noticed that many of them said you put people first. Many of them said that you always drop what you're doing to listen to the concerns and ideas of your front line salespeople.
Would you be willing to contribute to an article I'm writing on that subject?
Regards,
[Your name]
Why this email works: People like being asked for help or being asked for their opinion on a topic. This might not seem like the perfect introduction to your next big sale, but it’s a smart way to get a response.
Most people like to give advice. Asking for advice appeals to their ego. (See the "esteem stage" of Maslow's hierarchy of needs. In the age of social media, many of us get stuck at the esteem stage on our path towards "self-actualization.")
Psychology 101 aside, asking for advice is a hard request for most of us to resist.
[Prospect],
From your LinkedIn profile, it looks like you've been working in aerospace for 20 years. I'm guessing you've been involved in many engineering advancements in that timeframe.
I'm only two years into the aerospace industry, so I lack some of the historical context I imagine you have.
I'm working on a new product right now. If I shared some of my findings, would you be willing to give me feedback?
Regards,
[Your name]
Why this email works: It shows humility and respect for the prospect and their contributions to the industry in which you work.
Why this email works: It shows humility and respect for the prospect and their contributions to the industry in which you work.
[Prospect],
A colleague of mine is investigating solutions for predictive lead scoring. I've been following you online for a bit.
As an expert at sales, I'm wondering if you have any experience with these platforms or know anyone who does?
[Your name]
Why this email works: The requests in these examples are sincere and easy to oblige. You’ll find that people are more than happy to help.
Why this email works: The requests in these examples are sincere and easy to oblige. You’ll find that people are more than happy to help.
[Prospect],
On LinkedIn, you posted a request for introductions to salespeople who successfully practice social selling.
I have a few that I could recommend. Would you like an introduction over email?
[Your name]
Why this email works: You’ll have more opportunities to get in front of the prospect with each introduction you make. And when those sales reps have calls with the prospect, they’ll mention that they both know you and sing your praises. The prospect will become fond of you, and when you reach out again, you’ll be met with excitement rather than skepticism.
Everyone with a quota should be part of a networking group. If you sell to bigger companies, join a group (or start one) of professionals who sell to your target market. Try reaching out to other sales professionals like this.
[Referral partner],
It looks like we both sell to CIOs in the Boston area. I meet with a handful of successful salespeople every week to talk about accounts, and we help each other with introductions to prospects. During some months, my networking group books me more meetings than my SDR.
Would you be interested in meeting for coffee to talk about how we might be able to help each other?
[Your name]
Why this email works: You’ll want to diversify your prospecting approach. COld calling, emailing, social media, and talking to strangers will get you far, but adding other sales people to your network is a way to work smarter. The email template in #19 is the perfect example of the benefits of expanding your sales network.
Once you've developed trusting relationships with other professionals, ask them if it's okay to drop their name when connecting with their contacts. You might even ask them for a list of people that they recommend you reach out to.
Once you've developed trusting relationships with other professionals, ask them if it's okay to drop their name when connecting with their contacts. You might even ask them for a list of people that they recommend you reach out to.
Why this email works: Name dropping can be distasteful, but not when it’s done like this. A subtle nod to your mutual connection can make a prospecting email come across more personable.
Why this email works: Name dropping can be distasteful, but not when it’s done like this. A subtle nod to your mutual connection can make a prospecting email come across more personable.
Why this email works: Name dropping can be distasteful, but not when it’s done like this. A subtle nod to your mutual connection can make a prospecting email come across more personable.
Why this email works: You’re carrying on the conversation from a post you found interesting. This could lead to new ideas, solutions, and even a discovery call about a need the prospect has that your products and services could solve.
Depending on what you sell, it might be difficult for you to evaluate your prospect's situation. But, if you can evaluate it, do so. Then send them the results.
[Prospect],
I used some software to evaluate the search rankings of the top 50 B2B accounting firms in the Boston area. Although your firm ranks in the top 25 according to the Business Journal, your search rankings are worse than the top 40.
Would you like to view the report?
[Your name]
Why this email works: Chances are you don't sell marketing services, but if you do, use this approach. If you don't, try to find something you can analyze that your ideal buyer will care about.
According to Mike Schultz, author of Insight Selling, "Educating buyers not only shares the seller's expertise, but it also demonstrates the seller's willingness to collaborate with the buyer."
[Prospect],
Looks like you started a blog, but have stopped publishing. Oftentimes, companies stop prioritizing blogging when results don't come immediately.
But did you know that companies that blog regularly generate 67% more leads than those that don't?
[Your name]
Why this email works: It provides useful information that is highly relevant to the prospect. Tailor this approach to any new venture or project your prospect has taken on. This could be the data they need to validate the effort they’re putting into it.
Marketers use surveys to gather proprietary data. Salespeople should borrow this playbook. Engaging prospects in the design of the survey will ensure the results are interesting for the ideal buyer profile. This is also a suitable reason to reach out which can initiate a dialogue.
[Prospect],
You look like you have an impressive amount of experience doing X. I'm designing a survey and will be asking 100 people with similar experiences in [role] and [industry] about their thoughts on Y.
If you had the opportunity to ask any question of 100 peers, what would you ask?
[Your name]
Why this email works: You’re building a relationship with the prospect while generating interest in the results of the survey. When you release it, you’ve already established a reason to reach out to them again with a stronger pitch based on the data in your report.
Taking the email template above a step further, you can reach out to the prospect again once you and your team create the survey. Now, you can ask the prospect and their team to take the survey.
[Prospect],
Thank you for your assistance in designing this survey. Will you take the survey now that it's ready? It's five questions long and should take you five minutes.
As soon as we have 100 respondents, I'll send you the preliminary results.
[Your name]
Why this email works: The great part about surveys is that you can ask tough questions about challenges and goals. It's hard to do that on a phone call right away.
Don't forget to sync your survey software with your CRM and marketing automation software so you can see the responses and use them to customize your future sales and marketing touches to each contact's context.
Ask your prospects about what they think about something. Just be sure you actually plan to use their opinion in some way — don’t ask an empty question. You can let them know their response might be featured in some content that your company will publish in the future. Or you may be using their qualitative data to validate some quantitative data from a survey you did.
[Prospect],
Looks like your marketing efforts support a pretty big sales team.
At HubSpot, we recently completed a survey of B2B buyers. We asked them to give one word that best describes salespeople. The most popular answer by far was "pushy."
Do you agree or disagree with this? Do you think your buyers think your salespeople are too pushy? Do you think this reduces the effectiveness of your marketing?
Regards,
[Your name]
Why this email works: You’re actually turning the salesperson stereotype on its head and acknowledging that people find sales reps to be pushy. As a sales person, you’re actively negating that characteristic by taking a collaborative and curious approach to the prospect.
Why this email works: You’re actually turning the salesperson stereotype on its head and acknowledging that people find sales reps to be pushy. As a sales person, you’re actively negating that characteristic by taking a collaborative and curious approach to the prospect.
[Prospect],
Your quarterly report shows an impressive growth rate, especially at your scale.
Fast growth companies like yours usually dedicate significant resources towards recruiting. We have some market research that shows how companies allocate resources to different parts of the recruiting process.
Would you be interested in seeing the report, so you can benchmark yourself?
Regards,
[Your name]
Why this email works: If you used this company in your market research, you’re showing them the final project where their responses were featured. Moreover, you’re sharing some valuable industry insights that the prospect will likely find useful.
People have a natural tendency to want to help others. Make the most of that and send an outreach email that asks, "Could you help me get in touch with the right person?"
[Prospect],
I'm trying to reach the person who's in charge of implementing marketing software at your company.
I've helped businesses like yours increase marketing qualified leads by as much as 25%.
Could you help me get in touch with the right person?
Thanks for your time,
[Your name]
Why this email works: You’re letting the person you emailed off the hook. Because they know you’re looking to talk to someone else and just need their help to do it, they’ll be happy to send you to the right person.
New hires are on top of their emails more than senior employees, so you’ll have a chance at getting your email opened and read with this group. Congratulate them on joining the company and let them know they made a great decision.
[Prospect],
Congrats on your new role with XYC Recruiting. I’ve heard amazing things about the company and trust you’ll enjoy working there.
I work with [Your company name] helping teams like yours increase employee retention by up to 35%. I'd love to talk with you about how your company could achieve the same results — and help you make a splash in your first few months.
Here's a link to my calendar, if you'd like to book some time: [Calendar link]
Regards,
[Your name]
Why this email works: It’s natural to respond to well wishes with a simple “thank you”, but by adding more information to your email about what you do and why you’re sending them a message, they may be inclined to take you up on your offer to meet.
No matter what industry your prospect works in, they’re probably going through their own trials and tribulations. A word of encouragement might be just what they need to make it through the day. Send a thoughtful message like this one to perk them up.
[Prospect],
Today might be a day where you’re wondering how you’re going to get through it all. I’m here to tell you that you’re more than capable of doing anything you put your mind to.
The rest of the day is in your control. Make the most of it.
When you need a word of encouragement, you’ve got my email.
You’ve got this,
[Your name]
Why this email works: They’ll remember how you made them feel and appreciate the sincerity you displayed. Instead of taking the opportunity to ask for a connection, a call, or a few minutes of their time, you offered them a moment to reflect on their day and make the most of it.
When was the last time you received a gift card to your favorite coffee shop or had lunch covered by a friend? It’s not a common occurrence, and that makes it all the more meaningful when it does happen.
Do some research to see if you can find the prospect's favorite restaurant and purchase an e-gift card. Depending on your sales team’s budget, this might be out of reach for every prospect, but for the ones that you feel are a great fit for your product or service or someone you’ve received an introduction to, try this email template out. Remember to use an eye-catching subject line so they don’t miss the free gift inside.
Why this email works: The tried and true reciprocity principle never steers us wrong. A good deed begets a good deed. Your prospect will want to thank you for the gift and probably commend you on the unique approach.
Download These Templates for Free
These templates use a relatively simple set of guidelines. As you implement the approaches shared above, use these guidelines to customize your templates:
I am not delusional enough to believe that salespeople will all of a sudden stop sending horribly self-centered, blast-you-with-my-value-prop, ask-me-to-marry-you-on-the-first-date prospecting emails. But in sharing these alternative approaches, I hope to get us that much closer to the end of this ineffective practice.
If your response rates are dwindling, think twice before you mass blast another set of prospecting emails. Maybe use that time to start one relationship based on trust, courtesy, and a genuine interest in that person’s success. I guarantee it will pay off in the long run.
Editor's note: This post was originally published in July 2020 and has been updated for comprehensiveness.