Subject: wfspan<span class="magical-variable">Case Study Company</span> and <span class="magical-variable">Company Name</span>

Hi <span class="magical-variable">First Name</span>,

<span class="magical-variable">Case Study Name</span> (<span class="magical-variable">Title</span> at <span class="magical-variable">Case Study Company Name</span>) shared with us how they wfspan<span class="magical-variable">Solved problem or accomplished results</span>.

Can I send over the case study?

%my.name%

P.S. <span class="magical-variable">Insert personalization</span>

‍

-- Example  --

Subject: GameStop and Kohl’s

Hi Jason,

Mark Patton, VP of Enterprise Architecture at GameStop, shared how they decreased the time it takes to implement a well-defined integration by 83%. Is it okay if I share the case study with you so you can see how?

Kevin

P.S. Your experience at Kohl’s and the killer work you did at Walgreens managing a 250-person team made me think you might find this helpful.

‍

Subject: [name of project]

‍

Hi First Name,

Our teams previously connected [timeframe] regarding the priority to [initiative].

[quantified problem].

[similar client] was in a similar situation and used our help to [achieve outcome].

Is this still a priority in [this year]? Or did you find a solve for this?

[your first name]

‍

~~~

‍

Example

‍

Subject: 12% cost-cutting initiative

Hi Scott, 

Our teams previously connected last year regarding the priority to cut costs in the contact center by 12%. 

60,000 email tickets were coming in every quarter at an estimated $1.3M to handle these tickets and respond accordingly.

ABC COMPANY was in a similar situation and used our help to reduce email volume and cost to serve by 25%+

Is this still a priority in 2023? Or did you find a solve for this?

Jason

‍

Subject: [name of resource]

Hi First Name, saw you [downloaded resource, PDF, etc.].

[personalization]

Usually, when folks like you are browsing through our content…

1) [hot lead  -> actively looking at your solution]

2) [luke warm lead -> just browsing through content]

3) [cold lead -> don’t want to be bothered]

Would be great to send more insights your way.

Reply with a number and let me know where you’re at?

Cheers,

[your name]

‍

~~~

‍

Example

‍

Subject: 11 sales plays?

Hi Anne, saw you downloaded the 11 free sales plays from the site.

Hope these come in handy for the three SDRs you’re hiring right now here in the U.S.

Usually, when folks like you are browsing through our content…

1) You’re actively looking for sales training options for the team

2) You’re just binging on the free stuff for now

3) You accidentally downloaded this and don’t want to be bothered

Would be great to send more insights your way.

Reply with a number and let me know where you’re at?

‍

Cheers,

Jason

‍

Hi First Name,

Typically, other [job title] like you are focused on a couple of things:

1) Priority / problem
2) Priority / problem

Can you reply with a “1” or “2”?

I’ll make a quick custom video with what I’m seeing your competitors do.

Cheers,
[your first name]

P.S. [optional: personalization]

~~~

Example:

Hey George,

Typically, other sales leaders like you are focused on a couple of things:

1) Demand Gen - how can we stand out from the other options?
2) Better win rates - how can we remove friction from the deal cycle, and make it easier for the prospect to buy?

Can you reply with a “1” or “2”?

I’ll make a quick custom video with what I’m seeing your competitors do.

Cheers,
Tom

P.S. I’m a former multi-unit franchisee at Anytime Fitness. If nothing else, I can share some insider insights.

‍

Subject line options: 

- Invite

- Quick invite

- [topic]

‍

Hi First Name, you might be interested in a webinar we’re hosting on [topic] based on our work with companies like [insert similar companies or competitors].

‍

Mind if I send over an invite to you?

‍

[first name]

‍

PS - Thought this was relevant because __________

‍

~~~

‍

Example

‍

Subject: Quick invite

‍

Hi Bryan, you might be interested in a webinar we’re hosting on AE self-sourcing based on our work with companies like Gong and Medallia.

‍

Mind if I send over an invite to you?

‍

Jason

‍

PS - Thought this was relevant based on the recent acquisition of TutorMe

‍

Subject line options:

- Invite

- [topic]

- [speaker’s name] invite

- [speaker’s name]

‍

Hi First Name, you might be interested in a webinar we’re hosting with [notable co-hosts] on [topic]. We’re sharing strategies from our work with companies like [insert similar companies or competitors].  

‍

Mind if I send over an invite to you?

‍

[first name]

‍

PS - Thought this was relevant because of your experience __________

‍

~~~

‍

Example

‍

Subject: John Barrows invite

‍

Hi Bryan, you might be interested in a webinar we’re hosting with John Barrows on multi-threading to CFOs. We’re sharing strategies from our work with companies like Gong, Zoom, and Medallia.  

‍

Mind if I send over an invite to you?

‍

Jason

‍

PS - Thought you’d find this relevant with the recent focus on cross-selling TutorMe into your school districts

‍

Template (unsure if prospect is attending the event)

Subject: 

[name of event]

[city] event

Hi Unlabeled Info, will you be attending [event name] this year in [city]? 

[Your name]

‍

P.S. I’m just curious because a few of your peers from [insert peer company] are meeting up with us to learn new ideas to [result, hook, or challenge]

~~~

Template (sponsoring event)

‍

Subject: 

Invite

[name of event]

[city] event

Hi Unlabeled Info, noticed you’re attending [event name] this year in [city]. We’re sponsoring the event and a few of your peers from [insert peer company] are meeting up with us to learn new ideas to [result, hook, or challenge]. 

Open to connecting?

[Your name]

Template (happy hours)

Hi Unlabeled Info, we’re hosting a happy hour on [day of week] @ [time] around the [event name] with some of your peers from [insert peers]. Could be a great idea to attend since the topic of conversation is around [result, hook, or challenge].

‍

Can I send over the details to you? 

[Your name]

~~~

Template (VIP Dinners)

‍

Subject: 

VIP dinner [date], [location]

VIP dinner

VIP dinner invite

‍

Hi Unlabeled Info - Unlabeled Info is hosting a dinner at [location] with a few of your peers from [peers] on [day of the week] evening at [time]. Would love to extend an invite your way because we’re having a facilitated discussion around [topics].

Any interest in attending?

[Your name]

~~~

‍

Template (VIP Dinners + Peer Mention)

Hi Unlabeled Info - Unlabeled Info is hosting a dinner at [location] with a few of your peers from [peers] on [day of the week] evening at [time].

I thought of you because [peer name w/ similar role, function, goals, challenges] will also be there. Would love to introduce you two.

Any interest in attending?

[Your name]

~~~

Template (General Meetup message through the app)

Hi Unlabeled Info, saw in your bio that [reason for reaching out]. I’m meeting up with a few [industry] peers next week to talk about [topics]. Open to connecting for a few minutes? [Your name]

‍

Hi First Name, 

‍

Noticed you were [title] at [old company, current client of yours] back in [year]. We’re working with them to help [results or problems].

‍

Thought their learnings could help with the work you’re doing at [current company]

‍

Can I share more?

‍

[Your first name]

‍

~~~

‍

Example

‍

Subject: Zoom and Medallia

‍

Hey Katie, noticed you were Director of Sales at Zoom back in 2018. We’re working with Jason Bay over there right now to help them increase the percentage of meetings scheduled from their cold outreach from 1-9%.

‍

Thought their learnings could help with the work you’re doing at Medallia.

‍

Can I share more?

‍

Caleb

‍

Subject: [1-3 words]

‍

Hi First Name,

‍

Saw that [values: education, accomplishments, $$$].

‍

As you [trigger], we usually hear that [problem or challenge] becomes a problem.

‍

We’re helping [job titles or examples companies] [how you help] so they can [achieve outcome or avoid problem]

‍

Worth a quick chat?

‍

[your first name]

‍

~~~

‍

Example

‍

Subject line: FAPI startup timeline

‍

Hi Frank, 

‍

Saw that you just got FDA approval to proceed with the Fibroblast Activation Protein Inhibitor (FAPI) clinical trial. 

‍

As you launch this trial, we usually hear that manual paper systems and Excel databases create extra work that could delay startup dates.

‍

Subject: [1-3 words]

‍

Hi First Name, saw that [values: education, accomplishments, $$$].

‍

We’re helping [job titles or examples companies] [aspirations or specific result]—without [problem].

‍

Worth a quick chat?

‍

[your first name]

‍

P.S. If you’re totally good to go, no worries. Feel free to let me know!

‍

~~~

‍

Example

‍

Subject line: FAPI approval

‍

Hi Frank, saw that you just got FDA approval to proceed with the Fibroblast Activation Protein Inhibitor (FAPI) clinical trial. 

‍

We’re helping operations leaders shorten startup timelines from 12 to 4 weeks—without the hassle of manual paper systems or databases that create double data entry.

‍

Worth a quick chat?

‍

Jason

‍

P.S. If you’re totally good to go, no worries. Feel free to let me know!

‍