CRO · Playbook · Intermediate · Saves 80+ hours
Outbound Prospecting Playbook
A comprehensive playbook for outbound prospecting that gets responses.
What's included
- Target Account Selection
- ICP definition
- Account prioritization
- Contact mapping
- Multi-Channel Approach
- Email prospecting
- Phone prospecting
- LinkedIn prospecting
- Video prospecting
- Channel sequencing
- Messaging Framework
- Value proposition by persona
- Problem-focused messaging
- Personalization tactics
- Activity Metrics
- Activity targets
- Quality standards
- Performance benchmarks
Best used when
- Building outbound process
- Improving response rates
- Training new SDRs
- Optimizing prospecting
The template
The Template
TARGET ACCOUNT STRATEGY
Account Prioritization
ACCOUNT TIERING
TIER 1 ACCOUNTS:
Criteria:
☐ Perfect ICP match
☐ Strong fit signals
☐ Executive access
☐ High ACV potential
Approach: High-touch, multi-threaded
Targets: _____ accounts
TIER 2 ACCOUNTS:
Criteria:
☐ Good ICP match
☐ Some fit signals
☐ Contact access
Approach: Personalized sequences
Targets: _____ accounts
TIER 3 ACCOUNTS:
Criteria:
☐ Basic ICP match
☐ Standard qualification
Approach: Semi-automated sequences
Targets: _____ accounts
PRIORITIZATION FACTORS:
☐ Industry fit
☐ Company size
☐ Technology stack
☐ Funding/growth signals
☐ Existing relationships
Account Scoring
| Factor | Weight | Score 1-5 |
|---|---|---|
| Industry fit | 25% | |
| Size match | 25% | |
| Tech fit | 20% | |
| Intent signals | 20% | |
| Accessibility | 10% | |
| Total | 100% |
MULTI-CHANNEL SEQUENCE
Sequence Design
14-DAY OUTBOUND SEQUENCE
DAY 1:
☐ Email 1: Problem-focused intro
☐ LinkedIn: Connection request
DAY 3:
☐ Call attempt #1
☐ Voicemail if no answer
DAY 5:
☐ Email 2: Value-add content
DAY 7:
☐ Call attempt #2
☐ LinkedIn: Engage with content
DAY 9:
☐ Email 3: Social proof
DAY 11:
☐ Call attempt #3
☐ LinkedIn: Direct message
DAY 14:
☐ Email 4: Breakup email
NEXT: Move to re-engagement sequence (30 days)
Frequently asked questions
What is the Outbound Prospecting Playbook?
A comprehensive playbook for outbound prospecting that gets responses.
Who is the Outbound Prospecting Playbook for?
It is built for CROs and their teams working on SDR/BDR Operations. The AI coach adapts it to your company, stage, and goals.
How long does the Outbound Prospecting Playbook take to use?
It saves roughly 80+ hours versus building from scratch. Our AI coach can tailor the playbook to your situation in minutes, then hand you a step-by-step plan.
Is the Outbound Prospecting Playbook free?
Yes. You can read the full playbook and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Outbound Prospecting Playbook?
The coach teaches you the framework, asks a few questions about your business, tailors the playbook to you, and gives you measurable next steps to execute.