Sales Prospecting

SALES PROSPECTING

>

production
requires: biz/sales
improves: biz/crm

Sales Prospecting

Prospecting is the deliberate, systematic generation of new pipeline. Relying on inbound and referrals alone creates revenue fragility. A proactive outbound motion is the difference between a sales team and an order-taking team.

Ideal Customer Profile (ICP)

The ICP is the foundation of all prospecting. Without a clear ICP, prospecting is random and conversion is low.

ICP Definition Framework

Firmographic:

Technographic:

Situational triggers (companies in a situation where your solution is needed):

Negative ICP (who to explicitly avoid):


Account Targeting

Tier 1 accounts (10–20): High-fit, high-value. Full multi-channel, personalised outreach. Named account strategy.

Tier 2 accounts (50–100): Good fit. Semi-personalised sequencing with industry-level customisation.

Tier 3 accounts (100+): Broad fit. Automated sequencing with personalisation tokens.

Build your target list from:


Cold Email Framework

Subject line: Specific, not clever. Reference their company or role. Under 6 words.

Email structure (under 100 words):

  1. Pattern interrupt: One sentence that proves you know something specific about them
  2. Problem: Name the pain you suspect they have (based on ICP triggers)
  3. Proof: One-line credibility statement (who else you've helped)
  4. CTA: One specific, low-commitment ask — not a demo, not a meeting, a question

Example:

"Noticed [Company] just opened three new sales positions — usually signals the team is scaling faster than the process.
We help RevOps teams at similar-stage companies cut ramp time by 40% by standardising the qualification process before headcount grows.
Worth a 15-minute call to see if we can help?"

Sequencing

A sequence is a multi-touch, multi-channel outreach programme for a specific account or persona.

Standard 8-touch sequence over 3 weeks:

DayChannelAction
1EmailFirst touch — problem-led
2LinkedInConnect request (no note)
4EmailFollow-up — different angle (insight, not chase)
6LinkedInMessage if connected — brief, specific
8PhoneCall + voicemail if no answer
11EmailCase study or relevant content
14PhoneSecond call attempt
18EmailBreak-up email — "closing the loop"

Break-up email performs best as the final touch:

"I've reached out a few times without hearing back — I'll assume the timing isn't right. If [problem] becomes a priority, I'm easy to find. Best of luck."

This email frequently generates replies from previously silent prospects.


Cold Calling

Pre-call research: Know their role, company, and at least one reason to call (trigger event, ICP fit, relevant pain).

Opening (first 10 seconds):

Voicemail: Under 20 seconds. Name, company, specific reason for calling, callback number said clearly twice. Don't ask them to call back — say you'll try again.

Gatekeeper: Treat as an ally, not an obstacle. "I was hoping you could help me — I'm trying to reach [name] about [specific topic]. Is there a better time to reach them directly?"


Metrics

MetricBenchmark
Emails sent per booked meeting50–100
Calls made per booked meeting20–50
Meeting to opportunity conversion40–60%
Sequence reply rate (positive)3–8%

Track by sequence, persona, and ICP tier. Optimise the lowest-converting step first.