Resources

Outbound,
Unpacked.

Free guides, templates, frameworks, and tools for B2B sales teams that do outbound seriously. Built from what we run every day for clients in industrial and engineering markets.

Guides & Playbooks

The thinking behind
effective outreach.

Templates

Copy and paste.
Then make it yours.

Template

The Opening Email

A first-touch cold email template for industrial and engineering companies. Short, specific, and built around a clear value hook.

Get template
Template

The 4-Step Follow-Up Sequence

A follow-up cadence that stays human and persistent across two weeks — without repeating yourself or wearing out your welcome.

Get template
Template

LinkedIn Connection + First Message

A two-part template for starting conversations with technical buyers on LinkedIn. The connection request that gets accepted and the opener that gets a reply.

Get template
Template

The Break-Up Email

The last email in a sequence — the one that quietly closes the loop and, more often than you would expect, finally gets a reply.

Get template
Template

The Referral Ask

When you have reached the wrong person, this template gets you a warm introduction to the right one instead of a dead end.

Get template

Email Copy Frameworks

Every template above is built on a proven structure. Start from one of these frameworks, then adapt the copy to your market and buyer.

AIDA
Attention · Interest · Desire · Action

Hook with a relevant opener, build interest with a specific insight, create desire with proof, then ask for the meeting.

PAS
Problem · Agitate · Solution

Name a problem the buyer already feels, make the cost of it concrete, then position your offer as the obvious fix.

BAB
Before · After · Bridge

Describe their world today, paint the better state they want, then show the bridge that gets them there.

QVC
Question · Value · CTA

Open with a sharp, relevant question, deliver one concrete piece of value, then close with a low-friction call to action.

CCQ
Compliment · Context · Question

Open with a genuine, specific compliment, give the context for why you are reaching out, then end on an easy question.

SCQA
Situation · Complication · Question · Answer

Set a shared situation, introduce the complication that threatens it, raise the question it begs, then answer it.

Outbound Workflows

Step by step,
start to send.

01

ICP → Lead List → Enriched Data

From target definition to a verified, enriched list ready for outreach. Includes tools, data sources, and qualification criteria.

  1. Define ICP attributes and scoring criteria
  2. Build raw list from LinkedIn, Apollo, or Clay
  3. Enrich with verified email, phone, and firmographics
  4. Score and prioritise before loading into sequences
02

Email Infrastructure Setup

The exact process we run for every new client engagement during the three-week ramp. Nothing goes live until this is done right.

  1. Purchase sending domains and configure DNS (SPF, DKIM, DMARC)
  2. Connect inboxes and set daily sending limits
  3. Run warmup over 2–3 weeks using a warmup tool
  4. Monitor deliverability scores before first campaign send
03

Reply Management & Handoff

How to handle positive, neutral, and out-of-office replies at scale — and when to hand off a conversation to a closer.

  1. Categorise replies: interested, not now, wrong person, unsubscribe
  2. Respond to interested replies within one business hour
  3. Re-route "not now" contacts into a nurture sequence
  4. Hand off warm leads with context and conversation history
Tools We Use

The outbound stack,
no secrets.

There is no single best tool — only the right tool for each job. This is the software we rely on to run outbound for clients, listed A to Z, and what each one is actually for.

Prospecting Data

Apollo

A large B2B contact database for finding decision-makers and their verified contact details. A solid starting point for list building before enrichment.

Data & Enrichment

Clay

Build and enrich lead lists from dozens of data sources in one place, with AI research agents that pull context no single database holds.

LinkedIn Outreach

HeyReach

LinkedIn automation built for agencies — connection requests and messages across multiple accounts, run safely within platform limits.

CRM & Pipeline

HubSpot

The CRM that ties it together — tracking every contact, deal, and conversation so outbound activity turns into a managed, visible pipeline.

Email Sending

Instantly

Cold email sending infrastructure with built-in warmup and deliverability monitoring. Handles inbox rotation so campaigns scale without burning domains.

Copy & Coaching

Lavender

An AI email coach that scores your copy in real time on length, readability, and tone. Great for tightening first-touch emails before they go out.

Multichannel Outreach

Lemlist

Multichannel sequencing across email and LinkedIn with personalisation built in — useful for campaigns that need more than one touchpoint.

Prospecting Data

Sales Navigator

LinkedIn’s own search and filtering tool — still the most accurate way to build a targeted list of people, not just companies.

Email Sending

Smartlead

An alternative sending platform with unlimited inbox rotation and a strong API. Useful for high-volume, multi-domain setups.

From the Blog

Ideas worth
stealing.

Newsletter

The Outbound Dispatch.
Weekly, practical, free.

Cold outreach tactics, prospecting systems, and what's actually working in niche B2B sales — straight to your inbox every week.

Subscribe →