Cold to Close Workflow

Research this company before I reach out.

COMPANY: [COMPANY NAME]
INDUSTRY: [INDUSTRY]
WHAT WE SELL: [YOUR PRODUCT]

Research and provide:

1. COMPANY OVERVIEW
- What they do
- Size and stage
- Recent news or events

2. POTENTIAL PAIN POINTS
- Based on company type
- Industry challenges
- Growth indicators

3. KEY PEOPLE
- Who to target
- Their likely priorities

4. PERSONALIZATION HOOKS
- Recent content they've published
- Company announcements
- Shared connections

5. MESSAGING ANGLE
- Best approach for first touch
- What NOT to say

Write the first cold email in my sequence.

PROSPECT:
- Name: [NAME]
- Role: [ROLE]
- Company: [COMPANY]

PERSONALIZATION:
[Any research or hooks]

MY PRODUCT:
- What it does: [PRODUCT]
- Key pain we solve: [PAIN]

Write:
1. Subject line
2. Email body (under 75 words)
3. Clear CTA

The goal is to get a reply, not close a deal.

Write follow-up email #2 (3 days after first email).

CONTEXT:
- No reply to first email
- First email was about: [SUMMARY]

Write an email that:
1. Doesn't reference "just following up"
2. Adds new value or angle
3. Keeps it short
4. Different CTA if appropriate

Write meeting confirmation and pre-meeting prep.

MEETING:
- With: [NAME, ROLE]
- Company: [COMPANY]
- Date/Time: [DATE]
- Type: [INTRO, DEMO, etc.]

Write:
1. Confirmation email with agenda
2. Day-before reminder
3. Pre-meeting prep questions for them (optional)

Write a post-discovery follow-up email.

DISCOVERY CALL NOTES:
- Pain points: [LIST]
- Current solution: [WHAT THEY USE]
- Timeline: [WHEN THEY WANT TO DECIDE]
- Next steps discussed: [WHAT YOU AGREED]

Write:
1. Summary of what you heard
2. How you can help
3. Confirm next steps

Write proposal follow-up sequence.

PROPOSAL:
- Sent: [DATE]
- Amount: [DEAL SIZE]
- Key value props: [LIST]

Write:
1. Same-day email after sending proposal
2. 2-day follow-up
3. Week later if no response
4. "Should I close the file?" breakup email