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Saleshandy 7-Step Booster 💪
Saleshandy 7-Step Booster 💪
Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

I'm glad you decided to try cold emailing.

This guide will help you quickly set up cold emailing campaigns without wasting time searching the web or trying random resources.

Helping over 10,000+ companies, we know what it takes to succeed.

Let me walk through the guide. With 7 steps, you'll be ready to start and scale your outreach.

Here is a step-by-step challenge for you.

Step0️⃣: Welcome to Saleshandy 🙏

Step 1️⃣: Create ICP and build list 👨‍👦‍👦

Step3️⃣: Setup email accounts 📧

Step 4️⃣: Setup deliverability 📩

Step 5️⃣: Setup campaign ⚙️

Step 6️⃣: Setup reply tracking 📨

Step 7️⃣: Monitor and scale 📈

Bonus 😎: Advanced strategies 💵

Tip💡To remind you, you can add these 7 steps to your Google Calendar as tasks.

To get the most out of this guide, I recommend blocking time in your calendar for each step and creating tasks for each checklist item. This will remind you daily to focus on completing the guide and its actionable steps.

Step0️⃣: Welcome to Saleshandy 🙏

Time 🕛 5 minutes

Goal 🥅 Create a free account on Saleshandy

To become successful in your 7-Step challenge, kick it off by creating a free account on Saleshandy.

You can visit Saleshandy and navigate to the big blue button on the website. Create a free account.

Here are some links you may find useful. We've got you covered when you're stuck during your 7-Step challenge.

Now, let’s jump on to the things in your checklist for the first Step.

Step1️⃣: Create ICPs and build a list 👨‍👦‍👦

As we've looked at creating a strong offer, let's find who will most likely buy it - your Ideal Customer Profile (ICP).

They are your best-fit target audience who will get the most value from your offer and pay you well.

Why is it important? So that you don’t just go after anyone in your market. Different customers have different needs and budgets. To get the best cold emailing results, identify your ICPs. Look at these 4 factors:

Budget 💵

Can they afford your offer ❓

Authority 😎

Can they make the purchase decision❓

Need 🤔

Does your offer match their goals and outcomes❓

Time ⌚

What's their sense of urgency to buy❓

Here’s a step-by-step process with examples of how BANT helps you dig deeper and lets you find the required and right ICPs.

🪜Step 1: Create ICPs based on the template

  • Step 1: Find the common pain point in the market (examples)

    • Companies with high cloud spending

    • Companies with a high cost of maintaining IT infrastructure, and

    • Companies with a high cost of running advertisements

  • Step 2: Find the technology or solution they are already using (examples)

    • Product deployed on AWS infrastructure

    • Google Search Ads for paid marketing

    • Using Freshworks CRM for sales team

  • Step 3: Find the firmographic and demographic details (examples)

    • Company with 5 M USD in ARR running in the USA for 5 years

    • Recently, a series-funded company with 1 M USD in ARR

    • IT & Services company with $1 M in revenue and $300k marketing budget

  • Step 4: Find the decision maker (examples)

    • VP of Engineering

    • Chief Technology Officer

    • Founder of the company

Ultimately, your ICP would look like these (examples) after implementing the BANT framework.

ICP 1 😎

↳ Our ideal customer is a mid-market SaaS company

↳ It has $5-10 million in annual revenue, headquartered in the United States.

↳ They are spending heavily on AWS and struggling with high cloud costs.

↳ Their engineering team manages their cloud infrastructure.

↳ The company has been running for 5+ years and recently raised a Series A round of $5 million.

↳ The decision maker we want to reach is the VP of Engineering or CTO.

ICP 2 😎

↳ Our ideal customer is a digital marketing agency

↳ It has $2-5 million in annual revenue

↳ It has at least $500k/year ad spend.

↳ They currently use Google Ads for client campaigns but have low ROI.

↳ Their in-house team runs all digital marketing efforts.

↳ The company is well-established, running for 7+ years.

↳ They have 50+ employees across 2 offices in the US.

↳ The decision maker we want to reach is the Head of Marketing or Founder/CEO.

However, you may wonder how to get this data and validate the BANT framework. Where can I get more information about my ICPs, demographics, and firmographics?

Here are two ways to find data for your ICPs.

#1: Create ICPs based on historical data

Your data is your gold mine. Let me share a template I’ve used for a long time to make my ICPs.

You can use the shared template to fill in the following details from your historical data.

It can be the total sales you made over the past few years. Details can be organized in the sheet. See if your data shows any common traits or patterns.

What type of audience appears to be paying attention to your offer? How much is spent there? Check these details in your data and fill in the template shared above.

  • Demography/Filmography

    • Website

    • Industry

    • Business Location

    • Company Size

    • How many years in business?

    • Estimated Annual Revenue

    • Any funds raised?

    • Designation/ Job Title

  • Traits

  • Business objectives (end goals of customer)

  • Challenges/pain points customers face from previous solutions?

  • How do customers achieve "Business Objective" currently? Assuming without your solution.

  • Why do customers purchase your product or service?

  • Social media they use mostly

  • Technology they use

  • BANT

    • What is their current Budget (or spent) for your service?

    • Decision maker (Designation)

    • Share in your company's revenue (last year)

    • Revenue closed (last year)

    • LTV (months)

    • LTV (revenue)

Tip💡To get effective results, create multiple ICPs based on job titles and paying segments. No company would pay you the same amount. Therefore, you should determine which segment of your ICP pays you the most, average, and least.

I segment my ICPs by their contract values, sharing an example:

HCV (High-Contract Value): $5000 + per month (Enterprise, 100+ employee size, $20 MN revenue, funded)

MCV (Mid-Contract Value): $2500-3000 per month (SMB, 50-100 employee size, $1-10 MN revenue)

LCV (Low-Contract Value): $1000 per month (New businesses, 11-50 employee size, > $1 MN revenue)

After you’re done with filling your data in the ICP template, let’s apply filters and create different segments.

For example, People with a lifetime spent more than $5000 +

ICPs with the designation/job title of “Founder”.

Next Step, we’ll export leads from databases and other sources based on these filtered sheets. In this way, we can create a highly targeted list for testing.

I’d recommend running campaigns for 100 leads pulling out of databases in each segment.

#2: Create ICP when you don’t have historical data.

Don't worry if you don't have historical data to create the ICP mentioned above template; everyone starts at some point. Let me tell you how I got started.

Creating mock ICP profiles helps you understand how the real ICPs look.

You can create a mock ICP profile and gradually gather more data.

If you don’t have a clue about ICPs, refer to the Masterclass: video

Also, you can go through the Ultimate Guide to Make ICP to create accurate mock ICPs.

What’s next?

After you’ve made your ICP profile, it’s time to gather actual data about them. How do you find actual data when you haven’t made any sales yet?

  • You can use a boolean search in LinkedIn and other social platforms to find people using the fields you created in the ICP. Ex: Country, industry, job title, etc.

  • Try to talk at 10 ICPs at first. Reach out to them and book meetings with them, talk with them about their challenges, pain points, budget, and used solutions.

  • Connect in Facebook Communities and talk with people

  • Try to dig into the customers using any competitor service and talk with them.

When you’re done gathering data about your prospects and talking to them, try to fill in the data in the shared template.

Up next, we'll use the ICP data exported to create filters in the database and highly targeted lists.

🪜Step 2: Find leads from databases based on ICP filters

I often hear this hot question: Where can I find a good lead database?

However, there is no perfect source of leads!

It is all about experimenting and discovering what works for you and what doesn't. Sometimes, you may have to rely on multiple sources to get leads.

As we already created ICPs, it’s time for you to find leads from a lead database.

Firstly, let's discuss how the filters from the ICP templates can be applied to extract highly segmented leads from databases.

After that, let's talk about how you select your databases if you haven't found any yet.

It’s simple. Have a look at the column names of the exported ICP list. You can see fields like industry, location, revenue, designation, etc.

We’ll talk about how you can find good databases in the next section, but before let’s see how to export highly targeted data from any database.

Go to the sections of the sections, and apply the same filters from the ICP data sheet for different segments.

There are more options available in databases to make a targeted list. Here’s a series of snaps to see how these filters work and how to customize them to get results.

🪜Step 3: Good database scrapers and techniques

Whatever the database or lead source, it is recommended to start with a database or lead source that at least qualifies for the following:

✅ A way to verify your leads

✅ Latest industry data, regular updates

✅ Flexible integrations

✅ Ways to automate your workflow

✅ Fulfils your ICP information

✅ Relevant to your niche

✅ At least 50% verified leads 💪

✅ Bounce rates below 3%. ⚠️

✅ Good deliverability is a sign that your database leads are working well in quality.

✅ It's now time to test its response rates.

✅ You should increase your scraping efforts by twice as soon as you receive responses from a database.

✅ Consider using various lead sources and databases to make list-building effective.

🪜Step 4: How to use verifier tools

Before launching your campaigns, you should to verify all the leads. A high bounce rate may hurt your sender's reputation.

The email gets hard bounced and fails to be delivered permanently if sent to a non-existent address. All these addresses should be removed from the list so that your sender's reputation does not get affected due to poor email deliverability.

You can use Saleshandy’s verification.

  • Click on “Add Prospect”

  • Upload your CSV

  • Click “Continue” to verify your prospects

  • Saleshandy will send you an email when the verification process is completed.

It’s recommended you test various verifiers to get results.

Here are some good verifiers you can use.

🪜Step 5: How to find triggers

Although triggers are unnecessary for success, they can help you achieve better results. It is better if you can find triggers that are related to the problem you are solving.

  • A company is hiring.

  • Targets that visited your website

  • Targets that change roles in the company

  • Targets that change company

  • Company raised funds / went IPO

  • People that asked a question related to your value proposition in a community

  • Hang out in communities on Slack, Discord, Circle, etc. to identify them

  • Uses a complementary and competitive tool

  • Bad reviews on competitor tools/services (on sites like G2, Capterra, Trustpilot, Google reviews, etc.

  • People that follow your LinkedIn page

  • People that follow your competitor’s LinkedIn page

  • People who comment under your LinkedIn posts

  • People who comment under your competitor’s LinkedIn posts

🪜Step 6: How to create ice-breakers

After you’ve come up with triggers, you can add the next level of personalization using ice-breakers.

Ice-breakers help you start conversations with your prospects.

You can look at how you can make ice-breakers with the information available for each prospect.

To learn more about Icebreakers checkout ❄️Personalized Icebreaker lines using Merge Tags

Follow these steps:

After you’ve exported your lead list from the database and verified the email addresses, follow these steps to include icebreakers and triggers.



Create an Excel or Google sheet with the following columns: first name, last name, domain, LinkedIn, twitter, recent news, company description, and icebreaker

This will be the spreadsheet where you will store all of your prospect data.

Use Saleshandy Lead Finder Databse to enrich your spreadsheet with data from LinkedIn profiles and other sources.

This will give you more information about your prospects, which you can use to create more personalized icebreakers.

Review each prospect's LinkedIn profile and identify something unique about them.

This could be their education, previous jobs, or something they have interacted with on LinkedIn.

Craft icebreakers for each prospect, focusing on their unique qualities.

Be sure to compliment them on something specific, and avoid referencing things they like.

When you’re done writing ice-breakers, download the sheet as CSV.

Step2️⃣: Create a compelling offer

It doesn’t matter whether you’ve sent cold emails in the past. Your journey begins here.

The first thing everyone does is look at how strong their offer is for selling. The success of your cold emailing strongly relies on this.

In easy words, an offer is something that solves a problem for your prospects, who are willing to pay for it. It is not a good offer if no one is willing to pay.

It is possible that you do not have an offer at this point. But, more importantly, you should make it hard for your prospects to reject your offer.

Ultimately, they should feel FOMO 😱 before saying "No."

A great offer has 4 key parts. Before making your offer, ask yourself:

  • What value do prospects get❓🤔

↳ It's something highly desirable and useful to them

↳ Identify their goals and outcomes

  • Is the value big enough❓💰💰

↳ Your offer shouldn’t be a normal one

↳ Put the benefits in numbers as much as possible

  • How fast can prospects get the value❓📈

↳ Faster time-to-value is very appealing

↳ Explain how they'll see results rapidly

  • How easy is it for prospects to get the value ❓😎

↳ Don't put in extra work on them to get the value

↳ Easier to achieve value is better

Here is a framework with examples for creating irresistible offers in IT Services, Marketing and Ads, SaaS, and Lead Generation Agency:


What value do prospects get❓

Is the value big enough❓

How fast can prospects get the value❓

How easy is it for prospects to get the value ❓

Irresistible Offer


IT Services ⚙️

Reduced downtime and increased security

99.99% uptime and advanced threat protection worth $50k/year

Migrate to managed services in 2 weeks

We handle everything - no effort on your end

Guaranteed 99.99% uptime and $50k/year security free for the first 6 months

Marketing & Ads 🤠

More leads and generate sales

We'll double your qualified leads and sales vs. your current ads

Ads live in 5 days, leads and sales in the first month

We take care of strategy, creative, and placement - turnkey service

We'll double your leads and sales in the first month or your money back

SaaS 🧑‍💻

Increased productivity and real-time collaboration

Unified platform saves 5+ hours/employee/week

Live access and onboarding within 1 day of purchase

The intuitive interface means minimal training is needed

Start collaborating instantly with our SaaS - 30-day free trial

Lead Generation 📈

More qualified leads

Guaranteed 200% increase in qualified leads

Leads identified in 2 weeks, contacted in 4 weeks

We handle identifying, qualifying, and outreach - turnkey service

We'll triple your qualified leads in 6 weeks, or it's free

Now that you have an irresistible offer let's find the right people to take advantage of it.

Step3️⃣: Setup email accounts 📧

Welcome to Step 3!

After working hard for the first two step, it feels good to start setting up your outreach.

The half-battle won as we created ICPs and a highly tailored lead list. But, the next half depends highly upon how you send your emails and how many you send.

Let’s start by asking a simple question: how many email accounts do you need?

🪜Step 1: How many email accounts do you need?

How many email accounts do you need for outreach before you start cold emailing?

Well, the answer depends on:

  • How many prospects you want to reach?

  • What’s the duration of the outreach?

  • How many emails do you want to send in a day?

Don’t worry; you don’t have to crunch numbers and burn your mind manually. I’ve got a calculator where you can find the answer to these questions.

  • Fill in the “Total Prospects

  • Select the “Period

For example:




15 days



Email Accounts (Each)


Email Accounts


Therefore, to reach out to 30,000 prospects in 15 days, you would need 40 email accounts.

The calculation is based on the recommendation that you should send only 50 emails per email account daily.

Why 50 emails only? 🤔

That's a valid question. With all ESPs Saleshandy has tested, it was found that 50 is the safest email to send and land in the inbox without being flagged as suspicious.

You can't risk sending in bulk when your email accounts are new because it is super important for deliverability.

Now that you know how many email accounts you need, buy some domains!

🪜Step 2: Buy secondary domains

Always use secondary domains, that is, domains that sound similar to your primary domain.

Suppose is the primary domain; then, if I want to buy secondary, I can buy,, or

The fun part is brainstorming alternate domain names that fit like a glove. Here are the examples.

Generic Extensions Ideas

  • {{primarydomain}}.io →

  • {{primarydomain}}.net →

  • {{primarydomain}}.tech →

  • {{primarydomain}}.site →

  • {{primarydomain}}.shop →

Country Specific Extensions

Sending geo-targeted emails? That's a game-changer.

  • {{primarydomain}} →

  • {{primarydomain}}.nz →

Prefix / Suffix Magic

Are you ready to spice things up a bit?

  • try{{primarydomain}}.com →

  • {{primarydomain}} →

  • go{{primarydomain}}.com →

  • {{primarydomain}} →

  • {{primarydomain}} →

  • {{primarydomain}} →

  • my{{primarydomain}}.com →

  • the{{primarydomain}}.com →

  • new{{primarydomain}}.com →

  • {{primarydomain}} →

Tip💡 Buy domains from ESP that has good sending limit, fits your budget and has flexible guidelines. One of the best recommendations is using Outlook for best deliverability practices.

Here are suggestions for the domain registrars.

Suggestions for the ESPs.

🪜Step 3: Connect email accounts with Saleshandy

After you’ve purchased your domains, create email accounts and connect them with Saleshandy.

Here you can connect your email account:

  • Log in to Saleshandy

  • Go to Settings > Email accounts

  • Add Email Account

For Google or Microsoft! Just pick one of the options below, and it’ll get you sorted:

Important: We have used "Google" as an example of an email provider.

  • Select your account and allow it to connect to Saleshandy.

  • Your email account is now connected.

Upload email accounts in Bulk

If you don’t have to connect it manually, you can connect your email accounts in bulk.

Refer to this sample CSV: Bulk Email Upload+Connect Demo

Follow this tutorial for step by step guide on how to upload your accounts.

🪜Step 4: Set daily sending quota to 50 emails per day each.

As already discussed, for better deliverability, it is recommended to set the daily sending quote to 50 for each email account.

  • Go to Saleshandy.

  • Go to Settings

  • Select email account

  • Go to sending settings

  • Set it to less than 50 emails per day

To set settings for email accounts in bulk, you can do it while uploading your email accounts via CSV, and you can update the email account settings,

  • Daily quota

  • Sending interval in Seconds(Minimum)

  • Sending interval in Seconds (Maximum)

  • Ramp up email start number

  • Ramp up Percentage

  • Bcc

  • Signature HTML

  • Owner (If Applicable)

Note: If the value is not found in the CSV corresponding to the email account, then the default value will be updated for the particular email account If a value is invalid (e.g., interval too low, updated text in percentage), then also default value will be updated. 🎛️

Take a rest. In the next step, we’ll ensure all your emails land in the primary folder.

Step4️⃣: Setup deliverability 📩

Nothing can be more important than landing in the prospect’s inbox!

If you can’t get noticed, there’s no point in doing cold outreach.

The major test during the first 15 days of your cold emailing is to ensure that all your emails (or at least 95%) land in the target inbox.

Therefore, let’s take a challenge to gain > 95% deliverability within 15 days of creating your email accounts so you can start cold emailing with a high sending reputation.

Let’s see what’s the first step.

🪜Step 1: Enable email to ramp up

It’s again some time to crunch some numbers.

Let’s open the shared calculator again and put the number for prospects and time period again.

The calculator recommends 40 email accounts to reach 30,000 prospects in 15 days.

Now, pause for a while, and let’s think about this:

  • How many emails do you need to send daily to reach 30,000 prospects from all 40 accounts.?

To answer this question, open the second tab in the spreadsheet with the name “Email Ramp-up.”

This sheet automatically calculates that 2000 emails would need to be sent per day from all 40 accounts to send desired emails.

Can you send 2000 emails from the very first day?

The answer is yes, you can! But it’s NOT RECOMMENDED.

Why? Because

  • Your email accounts are new and have a fragile sender reputation

  • There’s a high chance ESP would mark you as spam.

  • You would end up burning your secondary domains.

Therefore, it is recommended that you follow the ramp-up process gradually to ensure your email accounts can send emails into the inbox.

Email ramp-up helps to increase your daily sending limit day by day gradually.

To enable email ramp-up in Saleshandy, go to settings > email accounts, select an email account, and toggle on the settings.

To set ramp-up settings for email accounts in bulk, you can do it while uploading your email accounts via CSV, and you can update the email account settings.

🪜Step 2: Set up interval between each email.

One of the most important traits for better deliverability is that your email sending should look like it has been sent from a human.

To make it look like human outreach, it’s important to set up intervals between each email.

🪜Step 3: Setup technical records

ESP trusts you when you have set up your technical records for each domain you connect with Saleshandy.

To set up SPF, DKIM, and DMARC, follow this tutorial.


Video tutorials

DNS Settings for Common Hosting Provider:

🪜Step 4: Setup custom tracking domain

Email deliverability depends widely on how you track your emails using the links you share with your audience. It affects your domain reputation and branding significantly.

Therefore, setting up your custom tracking domain is essential to double down on deliverability and reputation.

Here’s a step-by-step guide on how to set it up.

🪜Step 5: Use the email warm-up tool

Another important aspect of getting high deliverability is to make your inbox activity human-like. What happens is when you create email accounts, ESPs examine your email activities.

Therefore it’s important to act like a human.

Email warm-up tools help you interact with your inbox, gradually helping you increase your sending reputation.

One of the best tools to start your email warm-up activities is TrulyInbox.

Here’s how to connect your email accounts with TrulyInbox and enable email warm-up on automation. Your inbox will start receiving from and sending emails to a pool of warmed-up and safe inboxes.

🪜Step 6: Automate deliverability test

You should ensure 95% of all emails land in the inbox during the 15-day period. How would you know how emails are behaving and how are your different ESPs receiving them?

That’s where the Deliverability Test comes into play.

GlockApps is the platform that helps you know if ESPs are receiving your emails.

  • You would know how many emails are going into inbox.

  • You would how different ESPs are receiving emails your emails

  • Scope of improvement and areas of action

  • Check the nature of your content

  • Know if your domains are on the blacklist

  • Know your IP reputation

Here’s the detailed guide on how to conduct a GlocksApp spam test

For each step, you should carry out a GlockApp test.

Doing it on an automated basis helps you manage your outreach better.

To create an automated email deliverability test, follow these steps.

Tip💡 Set up automated deliverability for every day during the 15-day ramp-up. Make sure you reach 95% deliverability.

🪜Step 7: Content type

Deliverability is not only about setting technical records and ramping up your emails. But it also highly depends on the nature of the content you deliver to your prospects.

  • Keep your emails plain and simple

  • Avoid using HTML templates or any tags in the content

  • Keep your emails short, 70-120 words long.

  • Use no spammy words (Let’s check in detail in next step).

  • You can use images/GIFs - but first, A/B test if it’s working for you

🪜Step 8: Use a mix of merge and spintax tags

Here’s a magic recipe that even top cold emailers miss out 😋


Deliverability setup at the end of the is all about how MORE HUMAN you can make your outreach.

Creating a multiplier effect allows you to create a unique email for each prospect in your list.

That’s possible?

Yes, that’s possible! Spintax and merge tags are the key!

What’s a spintax?

Spintax is a fantastic feature in Saleshandy that lets you create variations of sentences or words in your emails – making your cold outreach more personalized and diverse.

Spintax Buttons: Spot the Spintax button in your email editor; it's your gateway to email enchantment. Hover over it, and let the tooltip guide you into the magic realm.

For example:

{spin} Hey there | Hello | Hi {endspin}

Using Multiple Spintax in the Following Example:

The {spin} average | standard {endspin} tree planted in this {spin} region | area | territory {endspin} is around 10,000. The {spin} goal | purpose | objective {endspin} of this plantation is {spin} cleaner| oxygenated| fresher {endspin} air.

Saleshandy would generate up to 2*3*3*3 = 54 different variants of cold emails for the above content! This can be a powerful tool for creating unique and personalized email content and getting high deliverability.

🪜Step 9: Enable sender rotation

Last but not least, here comes another secret from the box. As I said, it’s all about making things more human.

After all the steps setting up your deliverability, it’s time to revisit Saleshandy.

In the previous example, we discussed that for sending emails to 30,000 prospects, you would need 40 email accounts. And we added them in Saleshandy with the bulk method.

But, if all the emails associated with your outreach send the same volume, turn by turn, it can raise a flag of suspicion and suffer a low deliverability.

It’s important to take note of “how you send your emails?”.

Sender Rotation allows you to send email volume in a distributed and human manner that signals ESPs that you are not sending bulk emails to a random audience.

Every email account connected with Saleshandy’s sequence would take a turn and send emails at frequent intervals.

  • Create a Sequence (we’ll talk about this later in detail)

  • Go to Settings > Add Email Accounts

  • You can find the list of all email accounts connected to Saleshandy

  • Select them and connect them with your sequence

  • This would automatically enable the Sender Rotation whenever you turn on the sequence

Here’s a complete guide to check detailed instructions, if you’ve any problem.

Finally, we’re done setting up your email accounts and deliverability!

Step5️⃣: Setup campaign ⚙️

A new step with a new set of actions!

The engine needs fuel, as you've already set up technical records and deliverability.

We will see how to write copies and set up your campaign so you can reach out to your highly targeted leads.

🪜 Step 1: Create copies as per the offer and ICP

Your copies should be aligned with the ICPs and the offer we created in Step 1.

Following is the ideal structure of your email copy.

Steps to create an email template in Saleshandy:

  • Create a new Sequence

Click on the blue button and it will create a new sequence for you. Sequences are a series of automated cold emails sent at set intervals.

  • Add a new step

Adding a new step allows you to create a new copy. Add a subject line, pre-header and the email body.

  • Use the Saleshandy library to create a template

To start quickly, you can pick templates from the Saleshandy library. The templates here are tried and tested and can get you good results if you test for your outreach.

🪜 Step 2: Create personalized fields as per the lead list

Remember we exported the lead list in Step 2?

With fields like first name, last name, company, industry, etc.

It’s time to make copies containing the fields available in your lead list. Use the merge tags from Saleshandy and put them directly into your copy.

If you want to add merge tags that are not by default available, you can go to Settings > Prospect Fields > Add Prospect Fields.

🪜 Step 3: Find personalized information/Triggers

Do remember to create personalized tags as {{icebreaker}} and {{triggers}} in your custom fields. So, all the data in your prospect list gets automatically fed into your copies when you send.

You don’t need to manually put icebreakers in your copies.

🪜 Step 4: Avoid spammy words

Here's a concise list of spammy words and phrases to avoid in cold emails:

  • Guarantee

  • Free

  • Congratulations

  • Winner

  • Urgent

  • Act Now

  • 100% Satisfied

  • No Risk

  • Excessive exclamation marks

  • All-Caps

  • Viagra

  • Nigerian Prince

  • Buy Now

  • Order Now

  • Too many links

  • Non-standard characters

  • Misspelled words and poor grammar

  • Overuse of superlatives

  • Vague subject lines

  • Misleading or deceptive language

🪜 Step 5: Use pre-header

Email pre-headers are like a little secret!

Give your prospects a glimpse of what's inside your email.

After you’re done, save the step.

🪜 Step 6: Add 5+ follow-ups

Adding multiple follow-ups in emails is important because they:

  • Increase response rates.

  • Demonstrate persistence and interest.

  • Clarify, reinforce, and remind.

  • Avoid miscommunication.

  • Strengthen relationships.

  • Resolve problems.

  • Collect feedback.

  • Identify opportunities.

  • Stay top of mind in sales and marketing.

Follow-up emails help maintain effective communication and ensure important matters aren't overlooked.

Adding multiple follow-ups with Saleshandy is quite easy:

You can customize each step in your sequence, which is calculated from the sent date of the previous step added.

This ensures that you can follow up with your prospects at the right time.

🪜 Step 7: Setup A/Z testing

To get the best results out of your cold email outreach it is important to test your copies!

With A-Z Testing, you can create up to 26 different email copies to test different approaches and increase engagement.

Click "+ Add variants" for the specific step.

Create variants to test subject lines:

  • Ask questions

  • Include the recipient’s name (personalized subject lines boost open rates by 50%)

  • Address pain points

  • Create FOMO (fear of missing out)

  • Generate curiosity

  • Use social proof

  • Provide value

  • Have a call-to-action (CTA)

  • Include numbers

You can get an exhaustive list of subject lines for you check it out: Subject Lines

Test CTAs

It’s also important to test for CTAs.

Test for:

  • Value (Ex: Let’s discuss how I grew purple Inc by 2X)

  • Meeting (Ex: How about meeting this week?)

  • Question (Ex: Mind you send a guide to explore?)

Tip💡 Keep 1 CTA per copy to get results.

Here is a link to 100+ CTA: CTA

🪜 Step 8: Enable or disable link tracking

Before you start your outreach, ensure whether you want to disable link tracking. If link tracking is important for you then it’s recommended to have a custom tracking domain already setup.

Go to Sequence > Settings > Safety Settings > Track Link Clicks (On/Off)

🪜 Step 9: Schedule in prospect time zone

Sending emails in the prospect’s time zone is very important.

Imagine receiving the emails at odd times would you be irritated some of you might even delete it.

With Saleshandy it is easy to send emails at the time when your prospects engages with them the most.

To select a schedule for your sequence go to Settings > Safety Settings > Pick a schedule.

To add a new schedule, go to Main Settings > Schedules > Add New Schedule

🪜 Step 10: Check Sequence Score

Our campaign is all set!

But before activating the sequence, it’s a good idea to check what’s your Sequence Score.

Sequence Score allows you to see how you; 've set up your records, delivery, copies, and other stuff for the best results.

Make your Sequence Score “Very Good” to get the best results.

Go to Sequence > Sequence Score

Tip💡 Sequence Score allows you to check beforehand how your outreach would perform. Instead of learning after sending cold emails, let’s fix it before sending the outreach 😃

🪜 Step 11: Import prospects into your sequence

It’s time to upload your verified lead list created in Step 2. It’s simple.

Go to Sequence > Prospect’s Tab > Import CSV.

🪜 Step 12: Import prospects into your sequence

You’re all set and ready! 🚀

Here’s a checklist before you launch!

  • Verify lead list

  • Sending setup

  • Deliverability setup

  • Campaign Setup

  • Sequence Score

  • Schedule

  • Test your copies

Send test emails before your launch.

Are you ready? 😃

Let’s roll and activate the sequence!

Voila!, good work! The hard work of all 5 Steps finally paid off!

Meanwhile, in the upcoming steps, we’ll see how to monitor your results and scale your outreach to get a desired benchmark.

Step6️⃣: Setup reply tracking 📨


Now you would soon see the opens and responses coming in!

Therefore, it’s important to track and organize them for getting bookings.

Let’s see how you can track your emails with 1:1 tracking in Saleshandy.

🪜 Step 1: Email tracking 1:1

How to do it?

  • Add, install & pin the Saleshandy Connect Chrome Extension.

  • Visit your Gmail interface and click on the Extension.

  • Create a Saleshandy account, and it will reload your Gmail.

  • Saleshandy's activity dashboard would appear in a different tab.

  • Open your Gmail, compose and send a message including a link.

  • Open the sender's Gmail to open the received email and click the link.

  • You will get an instant Desktop notification that someone opened/clicked your email!

  • You can find all the activity in your Saleshandy's 1:1 Email Insights dashboard.

🪜 Step 2: Manage conversations and track intent with Unified Inbox

Imagine connecting multiple email accounts to Saleshandy to manage a case with 30,000 prospects, requiring the use of 40 different email addresses. 🤯

How would you track responses from all these email accounts? Our Unified Inbox feature simplifies this by allowing you to manage all your replies in one place on a single dashboard. It automatically tracks all responses, eliminating the need to switch between multiple email accounts.

Additionally, if you are managing multiple client accounts, you can select a specific client from the dropdown menu to view all responses associated with that client, ensuring seamless management and monitoring of communications.

Here’s a tutorial on how to do it: Introducing Unified Inbox | Saleshandy

It is possible to categorize your responses according to their intent.

As a default, AI tracks your replies' intent.

All your conversations are linked at your sequence level, so all can have a thorough look at the pipeline and chase only potential candidates.

Step7️⃣: Monitor and scale 📈

After 6 Steps, you will start getting results through opens, replies, bookings, etc.

It’s now time to see how you can monitor the metrics to optimize and scale your outreach.

🪜 Monitor your deliverability

✅ Make sure you get 95% deliverability in your GlocksApp test

✅ Maintain a 15% ramp-up till 15 days

🪜 Monitor your open rates

✅ It’s important to have > 50% open rates

✅ If your open rates < 50% but > 30% check your subject lines

✅ If your open rates are < 30% check your deliverability (make sure you have 95% deliverability)

🪜 Monitor your reply rates

You can follow this mindmap to keep track of your positive reply rates.

🪜 Win and loss analysis

Win and loss analysis is a crucial part of improving your prospecting and sales processes. It helps you identify what's working and what's not, enabling you to refine your approach. Here's how you can conduct win and loss analysis when prospecting:

Analyze Wins:

For the "win" category, analyze what contributed to your success:

  • Contract Value: Look for commonalities among high-value contracts. Are there specific industries or use cases where you tend to have larger deals?

  • Time to Convert: Identify factors that sped up the conversion process. Did prospects in a particular segment convert faster?

  • Sales Tactics: Examine your sales tactics and strategies. What approaches were most effective in closing deals?

Analyze Losses:

For the "loss" category, focus on the reasons for rejection:

  • Pricing: Analyze whether pricing was the primary reason for rejection. Were there specific segments or product offerings where pricing objections were more common?

  • Lack of Fit: Determine the characteristics of prospects that were not a good fit for your product or service. Are there specific industries or job titles that consistently result in poor fit?

  • No Urgency: Examine why prospects did not perceive urgency. Were there specific use cases or market conditions where urgency was lacking?

🪜 Scale on reaching benchmark

When you’re getting:

  • 95% + deliverability

  • 50% + open rates

  • 30% + positive reply rates

It’s time to scale your outreach.

Here’s a scale you can follow to scale your outreach in the same manner.

Follow the same steps to ramp up your outreach.

Bonus 😎: Advanced strategies 💵

💪 Book 10 high-ticket meetings in a week

💪 Reach 99% deliverability in 15 days

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