B2B Cold Outreach Fundamentals (free template)

I’ve used this cold outreach process to source thousands of potential acquisitions, raise millions in capital, and close millions in software sales. It comes down to persistence, planning, and the will to put yourself out there.

Outbound is mostly an AI job now. Agents research the accounts, score them, and draft the touches. Start with The Software CEO’s Guide to AI Outbound Sales, which is the framework for building that system.

This template covers what the system can’t decide for you. Whether you’re worth replying to. What order the touches go in. Whether the words are any good.

What’s inside

1. Get yourself ready. Your LinkedIn profile is part of the message now. Here’s the checklist.
2. Sequencing. The order of touches and the reason for it: connect, email, follow up, call, then LinkedIn. Plus the pacing and exit rules that keep an agent from burning your domain.
3. Message structure. Context, offer, call to action, with two full email examples you can copy.
4. The channels that stay human. Phone, voicemail, and text scripts, including how to frame the opening question so a stranger can say no.
5. Editing what the agent drafts. The test I use, and the five things I cut on sight.

Access it here → Cold Outreach Fundamentals