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Sales Outreach Process

Sales Outreach Process

Overview Guide

  • Step 1: Set Up Domain
    • Choose between the original company domain or a new one for separation.
    • Ensure DNS records (DMARC, DKIM, SPF) are correctly configured.
  • Step 2: Warm Up Domain
    • Use email warmup services to prevent email outreach from being marked as spam.
  • Step 3: Set Up Email Automation Tool
    • Select and configure an email automation tool (HubSpot, Reply.io, Apollo, etc.).
    • Create email accounts and integrate them into the tool.
  • Step 4: Set Up Email Sequences
    • Draft and input messaging sequences based on target markets.
    • Upload leads to the CRM and sync them with your outreach tool for tracking.
  • Step 5: Monitor and Adjust
    • Track email activity (opens, clicks, replies) and adjust messaging, sequences, and target audiences accordingly.
    • Respond promptly to replies and handle objections.

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