Cold Outreach in 2024: An 8-Step Guide to Sales Success

Created On:
February 17, 2023
Updated On:
February 20, 2024

Research done in 2015 stated that an office worker usually sends and receives almost 121 business emails in a day. Since those old times, reaching out to prospects, influencers, or potential business partners, people have effectively used emails for this process. Opting for this email outreach strategy and Sending emails to prospective clients also helps build a special connection with them for future collaborations. Depending on your business's goals, several strategies can fit your needs and requirements. So let us move ahead in this article and learn about the insights and examples of outreach strategies.

What is an Outreach Strategy?

Let us start with the basics; an outreach marketing strategy is a set of tactics or schemes intended to attract new potential users for the business. In other words, this email outreach is a marketing tool that helps you build your business or brand. 


Depending upon the company's need, your strategy can contain either one or more such tactics. Therefore, below mentioned are a few categories of outreach email campaigns:

  • Blogger outreach
  • Customer Outreach
  • Sales outreach
  • Partnership outreach

👉Blogger Outreach: This type of strategy has its famous three tactics that can work for various kinds of marketing campaigns:

Backline requests in which you improve the blog content on your website on the backend so that you can land in multiple types of research done by the customers.

  • Guest posts in which you create relevant content for your website and post the same on other well-established websites so that your blogs can reach a larger audience.
  • Media outreach in which you can publicize your products or services via social media platforms.

👉Customer Outreach: This type of strategy is typically for your existing customers; this tactic says that you use your emails to:

Upsell more products to them

  • Prevent them from returning to other brands
  • Earn their trust and encourage them to become your brand ambassador


👉Sales Outreach: This type of strategy has two effective sales tactics:

Cold outreach in which the emails are sent to multiple recipients with whom you have yet to have any prior contact or conversation.

  • Warm outreach in which the emails are targeted at a single person with whom they have already contacted.

👉Partnership outreach: This strategy involves one primary tactic you should send influential emails to your partners so that they stay with your business because the competition is too high in the market. 

Why Do You Need an Outreach Strategy?

As we all know, there are millions of websites on the Internet right now, so you need to stand out to get noticed by visitors. No matter the size of your business or the products or services of your business, email outreach techniques play an essential role in the business's success. These strategies, which are used effectively, can significantly impact your business's revenue generation.

On average, we receive almost 100 emails as promotional emails by marketers or various brands, but the critical technique is to get that email read. Using the right strategies leads your relevant content to new subscribers and gives your more opportunities to convert those into regular customers.

Appropriately planning your email outreach can give you the following benefits:

  • More traffic toward your business
  • Social proof that you are growing
  • Increase in the sales of your business
  • Improves the reputation of the brand
  • Increased authority of loyal customers and
  • A wider audience

Steps to Make Your Outreach Strategy a Success

Below are the steps that can help your strategies work effectively and lets you connect with your potential users, keep them engaged with your contact, and in the end, skyrocket the sales of your business.


  1. Pick the Right Communication Channel.

The first and foremost step to a successful outreach campaign is finding the right place to spread your email. This means that you should know your targeted audience well and use a suitable way or medium to reach out to them. Knowing the correct communication channel for your marketing campaign helps you get desired results. One B2B sales survey says that sending emails is one of the top sources of communication with clients.

  1. The Power of Social Media

We have seen the growth of social media in the last few years; it has been tremendous. Social media has become one of the most indispensable outreach channels for marketing campaigns. Keeping your social outreach strategy well-planned allows you to learn more about your potential customers and lets you connect with them. From the social media platforms of your target population, you can quickly get to know a lot more about them. The most important benefit of staying spread over social media is that the more the clients see you there, the more they will trust you and your business. Below are the three main things you should keep in mind while executing this technique:

  • Stay consistent about your posts on social media.
  • Keep on interacting with your followers and respond to every question of theirs.
  • Always post valuable and interactive content topics on social media.
  1. Create catchy email subject lines.

It is proven by research that almost 70% of emails are marked as spam just because of their subject lines. On the other hand, it is also said that 33% of recipients open up their marketing emails because of your compelling subject lines. So creating catchy subject lines is a crucial outreach strategy. The subject line of your email should be eye-catching, direct, and specifically related to the pitch of your email. The subject lines highly converting are those which:

  • Communicate socially with the clients
  • Contains teasers
  • Stimulates curiosity
  • Creates a sense of urgency and
  • Offers discounts or free stuff.

Below are some tips you can follow to create engaging email subject lines:

  • Try to personalize the subject lines
  • Keep it short and crisp
  • Polish the opening lines
  • Add numbers in the subject line.
  1. The Magic of Personalized Notes

The surveys in 2020 showed that these days 78% of marketers have started using personalization or mentioning handwritten notes in their email outreach techniques. When you relate personally to your clients, that increases the chances of them getting converted into your regular customers. 

Adding handwritten or personalized notes in the email makes the client believe you are aware of them and their interests. Specifically, to gain the customer's trust, you can send them notes on their birthdays or any other social day, which proves to be the most beautiful gesture. 

  1. Ensure to add the call-to-action (CTA)


It is rightly said that "a good CTA is going to take your business somewhere, but a great CTA is going to take you everywhere." So make sure your CTA is always great. A CTA makes it straightforward for the client to understand what action is required from their end. 

With the help of CTA's in your email, you can convince the clients to buy your products or services. A plus point in the outreach strategy is that adding more than one CTA can be more consequential. To enhance your outreach, you can also refer to SmartLead, which has some proven techniques for adding CTAs in these emails. 

  1. Segment Your Target Audience

If you segment your targeted audience, it helps in outreaching them more precisely as per their areas or interests. With the help of the segmentation, you can also personalize your outreach techniques based on various parameters like:

  • Geographical data: This segmentation is beneficial for international outreach email campaigns. With the help of this, you can reach out to your international customers as per their time zones and countries. 
  • Demographic data: This segmentation helps you separate customers based on gender, age, household income, education, and location. 
  • The behavior-based segmentation: This segmentation helps you separate the customer based on their past purchasing history and likes or dislikes. 
  • The spending-based segmentation: This segmentation helps you separate the customers based on how they spend on your business websites, whether they choose offers or discounts.
  1. Follow up With Your Clients

This is a mandated rule of outreach strategies. Whether or not you hear back from your clients, you must follow up with them. 

This follow-up should be done within a few days of the first outreach email. The client must have been busy or forgotten to read your email, so this follow-up technique reminds them about your care and concern for them. Ensure the follow-up emails are polite, engaging, and encouraging.

  1. Personalize your emails

Personalization is the most helpful technique of the outreach strategies, which is proven by the below sales statistics:

  • 36% of the customers want the companies to share personal experiences
  • 91% of the customers prefer working with those companies who provide discounts or offers which are directly relevant to them
  • 72% of the customers only respond to marketing emails that are directly addressed to them
  • When companies use personalized email outreach techniques to engage customers, it increases 20% of their sales
  • Including personalized or handwritten notes or videos in your email increases the click-through rates by 20%

There are four ways to personalize these emails:

  • By adding handwritten texts or notes for the clients
  • Adding images or GIFs to your piece of content
  • Adding videos
  • Using Emojis in your email content

How to Create an Effective Outreach Strategy?


To understand how you can create an effective outreach marketing strategy, you need to perform the following actions:

  1. Define Your Target Audience

The first step towards effective communication is to know who you are talking to. So to start building up the outreach strategy, you must first identify and understand the target audience's characteristics. 

  1. Collect the Target Sites

Once you know who to target, you need to find the correct platforms to target or contact those clients. This is the most demanding step as it requires a lot of research. For example, if you have a business selling baby products to your customers, you must find blogs and websites related to babies, maternity, and parenting. 

  1. Write Engaging and Compelling Emails

Once you have the list of people, the next important step is to reach out to them. Adding a compelling and engaging email body is beneficial as it increases the click-through rates by 41%. In your email, ensure the subject line is short and sweet, and the body of the email should showcase that you are familiar with the likes and dislikes of the audience. 

  1. Follow-up with the clients with a fresh approach

Follow-up email messages are essential to the outreach strategy because they make customers feel you care for them. You should send at least two follow-up emails and not more than that and keep track of those conversations. The most crucial thing about follow-up messages is that the subject line should be different every time. 

  1. Track the Results of Your Outreach

Managing these strategies requires a lot of data. You have to track when you contacted them, when they opened it, and was any conversation or not. So it is a crucial part of a good marketing campaign. 

  1. Build Long-Lasting Relationships With Clients

This might sound paradoxical, but building strong relationships is required for marketing outreach. When you contact real people in real life, that leaves a positive impression on them, and they become regular customers of your business. 


After going through the abovementioned outreach strategies, steps, and examples, it is overwhelming to believe these help improve the conversion rate of potential users. It is said that a personalized outreach strategy is a holy grail, and achieving it can be complicated but possible. 

You can outline your marketing goals and select an effective strategy to get started. Effective outreach strategies that specifically address the customers' needs end in more converted potential users because they tend to resonate and respond more to such interesting outreach emails.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Author’s Details

Tanmay Shukla

Tanmay is a SEO Content Writer at Smartlead. His zeal and enthusiasm in writing led him to the path of being a Content Writer. He has been advancing in this field by possessing more knowledge and skills. His constant endeavor has made him a whiz in SEO, Creative Writing, and driving sales through writing.


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Frequently asked questions

General Questions

What is Smartlead's cold email outreach software?

Email automation FAQs- Smartlead

Smartlead's cold email outreach tool helps businesses scale their outreach efforts seamlessly. With unlimited mailboxes, fully automated email warmup functionality, a multi-channel infrastructure, and a user-friendly unibox, it empowers users to manage their entire revenue cycle in one place. Whether you're looking to streamline cold email campaigns with automated email warmups, personalization fields, automated mailbox rotation, easy integrations, and spintax, improve productivity, or enhance scalability with subsequences based on lead’s intentions, automated replies, and full white-label experience, our cold email tool implifies it in a single solution.

How does the "unlimited mailboxes" feature benefit me?

Email automation FAQs- Smartlead

Our "unlimited mailboxes" feature allows you to expand your email communications without restrictions imposed by a mailbox limit. This means you won't be constrained by artificial caps on the number of mailboxes you can connect and use. This feature makes Smartlead the best cold email software and empowers you to reach a wider audience, engage with more potential customers, and manage diverse email campaigns effectively.

What do you mean by "unibox to handle your entire revenue cycle"?

Email automation FAQs- Smartlead

The "unibox" is one of the unique features of Smartlead cold email outreach tool, and it's a game-changer when it comes to managing your revenue cycle. The master inbox or the unibox consolidates all your outreach channels, responses, sales follow-ups, and conversions into one centralized, user-friendly mailbox.

With the "unibox," you gain the ability to:
1. Focus on closing deals: You can now say goodbye to the hassle of logging into multiple mailboxes to search for replies. The "unibox" streamlines your sales communication, allowing you to focus on what matters most—closing deals.

2. Centralized lead management: All your leads are managed from one central location, simplifying lead tracking and response management. This ensures you take advantage of every opportunity and efficiently engage with your prospects.

3. Maintain context: The "unibox" provides a 360-degree view of all your customer messages, allowing you to maintain context and deliver more personalized and effective responses.

How does Smartlead ensure my emails don't land in the spam folder?

Email automation FAQs- Smartlead

Smartlead, the best cold email marketing tool, ensures your emails reach the intended recipients' primary inbox rather than the spam folder. 

Here's how it works:
1. Our "unlimited warmups" feature is designed to build and maintain a healthy sending reputation for your cold email outreach. Instead of sending a large volume of emails all at once, which can trigger spam filters, we gradually ramp up your sending volume. This gradual approach, combined with positive email interactions, helps boost your email deliverability rates.

2. We deploy high-deliverability IP servers specific to each campaign. 

3. The ‘Warmup’ feature replicates humanized email sending patterns, spintax, and smart replies.
4. By establishing a positive sender reputation and gradually increasing the number of sent emails, Smartlead minimizes the risk of your emails being flagged as spam. This way, you can be confident that your messages will consistently land in the primary inbox, increasing the likelihood of engagement and successful communication with your recipients.

Can I integrate Smartlead with other tools I'm using?

Email automation FAQs- Smartlead

Certainly, Smartlead is designed for seamless integration with a wide range of tools and platforms. Smartlead offers integration with HubSpot, Salesforce, Pipedrive, Clay, Listkit, and more. You can leverage webhooks and APIs to integrate the tools you use. Try Now!

Email automation FAQs- Smartlead

What type of businesses sees the most success with Smartlead?

No, there are no limitations on the number of channels you can utilize with Smartlead. Our multi-channel infrastructure is designed to be limitless, allowing you to reach potential customers through multiple avenues without constraints.

This flexibility empowers you to diversify your cold email outreach efforts, connect with your audience through various communication channels, and increase your chances of conversion. Whether email, social media, SMS, or other communication methods, Smartlead's multi-channel capabilities ensure you can choose the channels that best align with your outreach strategy and business goals. This way, you can engage with your prospects effectively and maximize the impact of your email outreach.

Email automation FAQs- Smartlead

Do you provide me with lead sources?

Smartlead distinguishes itself from other cold email outreach software by focusing on limitless scalability and seamless integration. While many similar tools restrict your outreach capabilities, Smartlead offers a different approach.

Here's what makes us uniquely the best cold email software:

1. Unlimited Mailboxes: In contrast to platforms that limit mailbox usage, Smartlead provides unlimited mailboxes. This means you can expand your outreach without any arbitrary constraints.

2. Unique IP Servers: Smartlead offers unique IP servers for every campaign it sends out. 

3. Sender Reputation Protection: Smartlead protects your sender reputation by auto-moving emails from spam folders to the primary inbox. This tool uses unique identifiers to cloak all warmup emails from being recognized by automation parsers. 

4. Automated Warmup: Smartlead’s warmup functionality enhances your sender reputation and improves email deliverability by maintaining humanized email sending patterns and ramping up the sending volume. 

5. Multi-Channel Emphasis: Smartlead places a strong emphasis on multi-channel outreach. You can reach your prospects where they are with the LinkedIn outreach feature.   With Smartlead’s cold email automation software, you're always one step ahead in your outreach efforts, enjoying the freedom to scale your initiatives and seamlessly integrate with other tools—all while maintaining a focus on maximizing the impact of your outreach.

Email automation FAQs- Smartlead

How secure is my data with Smartlead?

Ensuring the security of your data is Smartlead's utmost priority. We implement robust encryption methods and stringent security measures to guarantee the continuous protection of your information. Your data's safety is paramount to us, and we are always dedicated to upholding the highest standards of security.

How can I get started with Smartlead?

Email automation FAQs- Smartlead

Getting started with Smartlead is straightforward! Just head over to our sign-up page and follow our easy step-by-step guide. If you ever have any questions or need assistance, our round-the-clock support team is ready to help, standing by to provide you with any assistance you may require. Sign Up Now!

How can I reach the Smartlead team?

Email automation FAQs- Smartlead

We're here to assist you! You can easily get in touch with our dedicated support team on chat. We strive to provide a response within 24 hours to address any inquiries or concerns you may have.

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