Phase 1: Multichannel opener (Days 1–3)

Step 1: First outreach email (Day 1)

The first email should never be a sales pitch. It’s a “recon” email that shows you’ve done your homework on the prospect and their company. The goal is to spark curiosity rather than present your solution.
Recommended structure:

Personalized hook based on a specific observation
Mention of a challenge or opportunity you identified
Open question that invites reflection
Professional signature with credibility elements

Step 2: First cold call (Day 2)

A phone call adds a human dimension to your approach. If the prospect answers, the goal isn’t to sell but to start a dialogue. If you reach voicemail, leave a brief message that references your previous email and adds an extra nugget of value.

Anti‑selling call opener script:
“Hello [Name], I sent you an email yesterday about [specific topic]. I’m not calling to sell you anything, but I noticed [specific observation] and wondered if that’s something on your radar right now?”

Step 3: LinkedIn connection (Day 3)

Avoid generic messages and create continuity with your other touchpoints.

Phase 2: Reinforcement and engagement (Days 4–6)

Step 4: Second call + LinkedIn message (Day 4)

Combine two channels to maximize engagement. The second call can be more direct about your expertise, while the LinkedIn message can share a helpful resource or relevant insight.

Step 5: Value share on LinkedIn (Day 5)

Share a case study, webinar, or educational content that demonstrates your expertise without mentioning your product. The goal is to position yourself as a valuable resource in the prospect’s ecosystem.

Step 6: Third call (Day 6)

Smart persistence is key. This third call should bring a fresh angle—perhaps by mentioning a recent success with a similar company or sharing an exclusive market insight.

Phase 3: Deepening and qualification (Days 7–9)

Step 7: Strategic follow‑up email (Day 7)

This email references all your previous contact attempts and takes a more direct approach. You may mention your solution, but always in the context of the prospect’s specific benefits.

Step 8: Fourth call + LinkedIn engagement (Day 8)

Combine a phone call with active engagement on the prospect’s LinkedIn content. Comment on their posts, share their content with your network, and show you care about their success.

Step 9: Second follow‑up email (Day 9)

This email can be more direct and include a link to your calendar. Use the anti‑selling approach by noting you’re not sure your solution is the right fit, but you’d like to explore it together.

Phase 4: Closing and transition (Days 10–12)

Step 10: Final decisive call (Day 10)

This final call should synthesize the value you’ve delivered and propose a deeper conversation. Keep a consultative tone: “Based on what I’ve observed about your company, I think there may be an interesting opportunity to explore together.”

Step 11: Closing email and message (Day 11)

Use a respectful, understanding tone. Acknowledge the timing might not be ideal and leave the door open for the future. This non‑pushy approach often triggers a positive response.