Playbooks

Proven outreach workflows you can reuse.

Agency outreach for local SEO

Goal: Land 5-10 local SEO clients per month

Steps:

  • 1. Search for businesses in target industries (lawyers, dentists, contractors)
  • 2. Filter for businesses with outdated websites or low Google ratings
  • 3. Send personalized audit email highlighting 3 specific improvements
  • 4. Follow up with a call 3 days later
  • 5. Offer free consultation to convert interested leads

Web redesign cold outreach

Goal: Book 10 discovery calls per week

Steps:

  • 1. Target businesses with websites older than 3 years (check manually)
  • 2. Take screenshots of their current site
  • 3. Email a before/after mockup showing modern redesign
  • 4. Include 3-month payment plan in the pitch
  • 5. Follow up twice: day 3 and day 7

Restaurant supplier cold calling

Goal: Schedule 20 in-person meetings per month

Steps:

  • 1. Pull list of all restaurants within delivery radius
  • 2. Call during non-peak hours (2-4 PM)
  • 3. Ask for the owner or manager
  • 4. Mention 2-3 similar restaurants you supply
  • 5. Offer free sample delivery to close the meeting

Freelance web developer pipeline

Goal: Maintain 5-10 warm prospects at all times

Steps:

  • 1. Search for small businesses with no website or broken links
  • 2. Send brief email: "I noticed your site has an issue. Can I help?"
  • 3. Offer free 15-minute consultation
  • 4. During call, upsell full redesign or maintenance plan
  • 5. Ask for referrals from happy clients

B2B SaaS cold email campaign

Goal: Generate 50+ demo requests per quarter

Steps:

  • 1. Identify businesses that fit ideal customer profile
  • 2. Send 3-email sequence: Problem → Solution → Case study
  • 3. Include social proof and specific ROI examples
  • 4. A/B test subject lines and CTAs
  • 5. Track open rates and optimize weekly

Local partnership development

Goal: Build network of 10-15 referral partners

Steps:

  • 1. Find complementary businesses (not competitors)
  • 2. Research their target customer to find overlap
  • 3. Propose simple referral agreement (10-20% commission)
  • 4. Meet in person to build relationship
  • 5. Send referrals first to prove value

How to use these playbooks

  • Choose one that fits your business. Don't try all at once. Pick the most relevant and commit to it for 30 days.
  • Customize the messaging. Use your voice and adapt to your market. These are templates, not scripts.
  • Track everything. Keep a spreadsheet of who you contacted, when, and what happened. Refine based on results.
  • Be consistent. Most leads need 3-7 touches before they respond. Don't give up after one email.

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