Audience and message brief
Agreed account criteria, exclusions, buyer roles and a reason to contact each segment. Research supports the wording.
Prospect research, considered messages and approved follow-up sequences. Keep the audience, the offer and the person handling replies connected from the start.
The work begins before the first email and continues after someone answers. Approval and reply ownership belong in the plan.
Scenario: a commercial HVAC company approaching a facilities manager.
Subject: Who handles your overflow service calls?
Hello—does your team bring in an outside HVAC service company when your usual provider is at capacity?
If so, I can send a short overview of our service area and the work we take on. If this is outside your role, no need to forward it.
Illustrative copy only. A real draft needs verified account fit, truthful sender details and the required opt-out information.
Drafting and preparation do not authorize sending. Campaign launch is a separate approval.
The scope, required access, delivery responsibilities and ongoing support are agreed before work starts.
Agreed account criteria, exclusions, buyer roles and a reason to contact each segment. Research supports the wording.
Personalized drafts, follow-up timing and reply-routing rules, with your approval before any sequence is activated.
A defined owner for replies, opt-out handling and a report separating sends, replies, qualified conversations and verified outcomes.
Agree the business problem, account criteria and exclusions. Start with evidence of fit, not a large list.
Review domain and mailbox access, sender identity, provider setup, suppression and send limits. Confirm what is ready before activation.
Review the audience and complete sequence, test reply handling and reporting, then explicitly approve sending. Results are measured, never guaranteed.
No. We can agree the work, quality criteria and reporting. Replies, meetings and revenue depend on the offer, audience and execution and cannot be guaranteed.
Yes. Audience, sender identity, sequence and sending conditions are reviewed before activation. New commitments to prospects stay within agreed approval rules.
Reply ownership is decided before launch. The service can organize replies and prepare next steps; your team’s commitments and any handoff rules are agreed in the scope.
No. Each campaign needs its own verified sending and reporting setup. A dashboard or demo does not prove that your provider data is connected.
Lead Generation delivers researched accounts and qualified contact records. Cold Email Marketing adds approved messages, sending setup, sequence management and reply handling.
Start with the offer, the buyer and what would make a reply worthwhile.