Sales

How to craft the ultimate sales outbound sequence template

Your outbound sequence can make or break your opportunity - With the right template in place you can boost win rates by 40%.

Max Barnes
•
November 5, 2024
November 8, 2024
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Your outbound sequence can make or break your opportunity - With the right template in place you can boost win rates by 40%.

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Here's a surprising fact: 80% of sales require at least 5 follow-ups, yet most salespeople quit after just 2 attempts.

Your sales outbound sequence can make all the difference between closing deals and losing opportunities.

A well-laid-out sequence enables you to connect with prospects through the right channels, at the perfect moment, with messages that resonate.

Let us help you build a powerful outbound sequence template that delivers results consistently. Together we'll explore how to create compelling email templates, master personalising your outreach, and select the most effective communication channels.

This piece provides all the essential tools to turn cold prospects into warm leads with a systematic outreach strategy that works.

The anatomy of a killer outbound sequence

Outreach Strategy Table
Focus Area Phase Timeline Action Item
Initial Engagement
(Personalized Approach + Key Message)
1 Day 1 📧 Email: Core Challenge
2 Day 1 đź”— Professional Network: Initiate Contact
3 Day 3 đź“ž Voice Contact: First Outreach
4 Day 3 📧 Email: Elaboration
5 Day 3 đź”— Professional Network: Contextual Message
6 Day 7 đź“ž Voice Contact: Second Outreach
7 Day 7 📧 Email: Concrete Details
8 Day 7 đź”— Professional Network: In-depth Discussion
Follow-up Strategy
(New Key Message + Adjust Approach)
9 Day 11 đź“ž Voice Contact: Direct Approach
10 Day 11 📧 Email: Secondary Challenge
11 Day 15 đź“ž Voice Contact: Direct Approach
12 Day 15 📧 Email: Verification
Final Outreach
(New Key Message + Conclude Sequence)
13 Day 19 📧 Email: Final Check (Interest Assessment)
14 Day 23 📧 Email: Final Check (Future Engagement)

Engagement Summary: 7 emails, 4 voice contacts, 3 professional network interactions

A winning sales outbound sequence works like a symphony where every element plays in perfect harmony.

Successful teams use a well-laid-out process that blends multiple touchpoints through different channels.

Your sequence needs 10-14 touches over a 30-day period to get the best results. Research proves that 80% of successful SDR teams use a triple-touch strategy in their outreach campaigns.

These elements make a sequence work better:

  • Multi-channel approach: Mix emails, phone calls, and LinkedIn messages
  • Strategic timing: Space touchpoints between 30-60 days for enterprise prospects
  • Individual-specific messaging: Add recipient details that boost open rates
  • Value-driven content: Share relevant case studies and authority pieces
  • Clear call-to-actions: Show prospects their next steps

Quality beats quantity in outreach campaigns!

Poor conversion rates might tempt you to increase volume, but focusing on message refinement and prospect fit delivers better outcomes. Successful sequences need balance - keep email touchpoints at 50% or less of your total steps to maintain optimal deliverability.

A consistent follow-up strategy makes the real difference.

Being systematic with thoughtful gaps between communications helps you connect with decision-makers at the perfect moment.

Crafting compelling email templates

Email templates power your outbound sequence success.

Research proves that tailored emails generate 20% more revenue and higher participation rates. Let's explore how to create templates that convert.

Your first task is to craft attention-grabbing subject lines speaking directly to your prospect's challenges. Subject lines should stay under 65 characters and highlight value proposition. Your subject line opens the door to bigger conversations.

These components make high-converting email templates:

Email Outreach Elements Table
Personal Greeting Address recipients by name and reference their role
Pain Point Focus Address 4-7 specific challenges your prospect faces
Value Proposition Explain how you solve their problems
Social Proof Include relevant customer success stories
Clear CTA Direct them to the next step

Success with templates comes from keeping messages short and sweet.

Busy prospects need clear, direct communication that conveys your main message. Solutions to their problems matter more than your product features.

B2B data helps create deeper personalisation. Understanding your prospect's behaviour, priorities, and demographics leads to targeted outreach that appeals to each recipient.

One expert puts it well: "Salespeople have to fish with a spear - not a net" in today's noisy world.

Follow-up templates should continue the conversation thread while adding fresh value each time. This strategy builds meaningful connections and improves your business results.

Using a multi-channel approach

Relying on a single communication channel in today's fragmented digital world is similar to fishing with just one rod.

Studies show that businesses using multi-channel strategies see a remarkable 287% increase in customer engagement compared to single-channel approaches.

Modern B2B buyers use up to 10 different channels to interact with potential suppliers. Your prospects are everywhere, and they expect your presence too. This change in buying behaviour means you just need a more sophisticated approach to your outbound sequence.

These multiple channels will enhance your outreach:

  • LinkedIn engagement (830+ million members)
  • Strategic phone calls for warm leads
  • Personalised email sequences
  • Social media interactions
  • Direct messaging platforms

Your success with multiple channels depends on consistent messaging that adapts to each platform's unique strengths.

A coordinated outreach across channels creates a unified brand experience that appeals to decision-makers.

The right timing of touchpoints makes a difference. Start with an email introduction and follow up on LinkedIn two days later. A phone call the following week could work well. This coordinated approach puts you where your prospects are most receptive and substantially increases your chances of meaningful involvement.

Using multiple channels creates more opportunities for connection while gathering valuable data about your prospect's engagement. This insight helps you refine your approach and optimise your outbound sequence for maximum effect.

Measuring and optimising your sequence performance

Outbound sales success goes beyond just sending sequences.

You need to measure what works. Tracking the right metrics helps you optimise your performance and get better results.

Your sequence performance tracking should revolve around these three metric categories:

  • Activity Metrics: Track your email volume (sent/received), calls made, and social media interactions
  • Quality Metrics: Watch your email open rates (measure: 27%), response rates (measure: 4%), and call-to-appointment ratios
  • Outcome Metrics: Look at conversion rates, sales cycle length, and revenue generated

Regular A/B testing makes your sequences better.

You should test one variable at a time - subject lines, email copy, or call-to-action placement. A controlled environment lets you accurately see how each change affects performance.

Clear goals should guide your tests. Do you want better open rates, more click-throughs, or higher conversions?

Your testing approach needs to match these goals. Enterprise prospect sequences need about three months of runtime before you get a full picture.

Note that tracking your Customer Acquisition Cost (CAC) against Customer Lifetime Value (CLV) is crucial. Your CLV should be at least three times your CAC to ensure healthy growth. Consistent measurement and optimisation of these metrics will help you create sequences that deliver stronger results.

Final thoughts

Creating a powerful sales outbound sequence is simpler than you think.

You need to get the simple things right and stay consistent. Your success relies on creating individual-specific messages on multiple channels. The timing between touchpoints matters, and you shouldn't quit after initial attempts fail. Note that most deals happen after five or more follow-ups, while competitors usually give up after two tries.

The data tells a clear story - companies that use multiple channels get three times more engagement than those stuck with one channel. You should make data your ally by monitoring key metrics and testing new approaches. Your sequence improves when you measure what works and discard what doesn't.

The strategy must adapt to match your prospects' preferences.

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