Pro Tip: Fill in each section with prospect-specific information before sending. Delete this callout when complete.
Prospect Research
Company Overview
Data Point | Details |
---|---|
Company Name | |
Industry | |
Company Size | |
Annual Revenue | |
Recent News | |
Growth Initiatives |
Key Contact Information
Greetings {recipient's name} 👋, I'm excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}. Best, Andy

Digital Presence Analysis
Platform | Key Observations |
---|---|
Company Website | |
Social Media | |
Content/Blog | |
Press Releases |
Pain Point Identification
Identify 2-3 specific challenges your prospect is likely facing based on your research. These will form the foundation of your personalized outreach.
Potential Pain Points
[Insert painpoint]
[Insert painpoint]
[Insert painpoint]
Value Proposition Mapping
Pain Point | Our Solution | Specific Value |
---|---|---|
Personalization Elements
Select personalization triggers that will make your email stand out and demonstrate you've done your homework.
Personalization Triggers
Reference to recent company news or achievement
Mention of published content or social post
Industry-specific challenge
Mutual connection or shared experience
Event attendance or speaking engagement
Email Structure
Subject Line Options
[Subject line]
[Subject line]
[Subject line]
Opening Hook
Write 2-3 sentences that immediately grab attention with personalization and relevance.
Value Statement
Connect their pain points to your solution in a concise, benefit-focused statement.
Proof Point
Add a brief customer story, metric, or testimonial that builds credibility.
"Insert relevant testimonial or success metric here"
Call-to-Action
Make it specific, low-pressure, and clear.
Follow-Up Timeline
Day 1: Initial personalized email
Day 3: Follow-up #1
(add new value)
Day 7: Follow-up #2
(share relevant resource)
Day 14: Final check-in with alternative contact method
Email Performance Tracking
Metric | Goal | Actual |
---|---|---|
Open Rate | % | % |
Reply Rate | % | % |
Meeting Conversion | % | % |
Pre-Send Checklist
Research prospect thoroughly
Company website review
LinkedIn profile analysis
Recent news search
Common connections exploration
Draft personalized email
Compelling subject line
Personalized opening hook
Clear value proposition
Specific call-to-action
Quality control
Spelling and grammar check
Verify all names and details
Remove generic language
Test all links