
Cold outreach works when you know who to target and what to say. Done right, it gets meetings with buyers who matter.
But fewer see success from it because prospects need convincing that you offer genuine value and professional expertise.
Aside from that, it’s hard to stand out in a flood of emails and connection requests. That means that if you want to earn a response from your prospect, you’re going to have to put some real effort into your cold outreach strategy.
We'll show you how to do it right. In this article, we’ll tell you exactly what cold outreach is and share some best practices and tools to make it easier.
TL;DR
Cold outreach converts when you personalize based on real buyer signals, not spray-and-pray volume
Learn the power of personalization, surprising with thoughtful gifts, and establishing yourself as a thought leader
Find out how to do cold outreach that gets engagement and books more meetings
What is cold outreach?
Cold outreach is when salespeople reach out to potential prospects who aren’t yet aware of the product or service they’re selling.
Usually, prospects don’t know who you are, what your product does, or why they should be interested in it. And before you ask, no, cold outreach isn’t spam, and it most certainly isn’t dead like some people would have you believe.
When done right, cold outreach helps you tackle one of the most prominent problems sellers face today: engaging your ideal prospects, drawing them into a meaningful sales conversation, and accelerating time to revenue.
Some of the most common and effective methods for doing cold outreach include cold calling your prospects and sending them cold emails or DMs on platforms they frequent, like LinkedIn.
No matter which method you use to communicate with your prospects, it’s always good to keep best practices in mind so you can pique the prospect’s interest and boost your chances of getting a reply.
Cold outreach best practices
If you’ve ever done cold outreach, you know how frustrating it can be. Often, it goes like this: First, you create a prospect list. Then, you reach out to each one via cold email or cold call.
But the only response you get from the other side is a read receipt or getting asked how you got their contact information. It’s easy to see why this would feel discouraging and demotivating, even if you’ve got a great product and offer.
That’s why we’ve outlined some cold outreach best practices to establish a great relationship with your prospect and convert them into warm leads.
1. Add a dash of personalization
Many sales reps hit prospects with a generic script or blast the same cold email to thousands of prospects to target as many leads as they can. And while this may be a way to cast a wide net, you won’t get quality leads using a spray-and-pray strategy.
“This spammy approach often alienates more potential consumers than it converts to customers,” says Alex Hisoka, Principal at Fresh and Only Marketing.
So, how do you ensure that you don’t come off as pushy or spammy to potential prospects?
Skip the volume play. Focus on fewer prospects with personalized emails and calls that show you understand their situation.
“Personalization improves response rates. When you reference specific details about a prospect's role, company, or recent activity, they're more likely to engage. Start with a template, but customize the opening line, reference something specific about their company, and tie your value to their situation,” says Alexa.
Crafting a cold email, cold voicemail, or a DM doesn't have to be hard. All it takes is some basic research, a customized subject line, and a few tweaks that demonstrate the message’s relevance to the prospect. If you’re doing cold outreach via LinkedIn, the same goes for sending voice and video messages to prospects to differentiate yourself and add an extra dose of personalization.
“LinkedIn voice messages are super under-utilized. Practice what you’re going to say, keep the message under 30 seconds, and you’re good to go,” says Krysten Conner, Enterprise AE at UserGems.
Adding a personalized touch to cold calls follows a similar approach — research your prospects first so you can establish common ground with them.
“Always do research before your calls. Take a look at the account, determine any of your current customers that may compete with them, and look for growth indicators (new hires), job postings, etc. Job postings are especially great as they can be used to determine what tech stack they're using, and what KPIs they're being measured on,” says Kenny Powell, Sr. ADR at UserGems.
2. Send surprise gifts
Prospects respond when you treat them like people, not pipeline numbers. One way to do this: send a thoughtful gift that shows you did your homework. That means you’ve got to create a positive experience before you can even engage with them. One way to do this is by sending a thoughtful, personalized gift to your prospect. This will help to:
Form an emotional connection between you
Create a great first impression
Incentivize the prospect to have a conversation with you
To understand what we mean, check out this post by Will Alfred, LinkedIn Top Sales Voice 2021. The PLG team at HeadsUp, an AI-based conversion tool, gifted Will coffee from a brand he was eager to try. The gesture worked because it showed the company had done research on what he actually wanted.

You can get similar results if you research what matters to your prospect before choosing a gift.
Another great aspect of gifting is that you can create a sales cadence with cold emails and meetings to further your relationship with your prospect. Here’s an example of what the first email to your prospect could look like.

3. Establish yourself as a thought leader
Prospects research you before responding. They check your LinkedIn, your company's content, and what others say about you. The best way to show your prospect that you’re the right person for the job is to establish yourself as a thought leader in the space.
Kenny of UserGems gives two tips to establish expertise, build trust, and get more positive responses from your prospects:
“Be yourself, and talk about what you enjoy talking about. I greatly appreciate all content surrounding Psychology, so I will try and link content to an overarching psychological theme.”
“DON’T post just to get likes. If you enjoy what you're talking about on LinkedIn, then sooner or later, other people will be drawn to the authenticity of your posts and honest insight (from real experience) that you can share with the world.”
These strategies improve your cold outreach. To get consistent results, build a repeatable process.
How to do cold outreach
Effective cold outreach requires a process: research your prospect, establish contact, engage with relevant context, and nurture the connection. You need to have a solid cold outreach process in place to successfully:
Establish contact with a prospect
Engage with them
And, nurture your connection
Here’s a cold outreach process you can use when planning out your strategy.

Step #1: Optimize your LinkedIn profile
Your LinkedIn profile shouldn’t just be limited to addingshould extend beyond a profile photo and long blocks of text that highlight your achievementsachievement highlights to demonstrate clear value to prospects.
It should give prospects clarity about how you can help them solve their pain points. For starters, you can use the headline description at the top of your profile page to talk about your role, as Mandy McEwen does.

Then, do a deep dive into how you help prospects solve their pain points in the about section. Here’s how Mandy has customized hers:
She opens with a brief introduction about what she does. Then, she bolsters her initial statement with a testimonial.

After that, she jumps right into the problem and explains how she helps her prospects change their status quo.

Lastly, she ends with a CTA.

You can follow a similar framework for your about section or tweak it to suit your role and persona. All in all, it should help the prospect learn more about you and the value you bring to the table and increase the chance of responding to you.
Step #2: Create an ideal customer profile (ICP)
Too many companies spread themselves thin by trying to target too many different companies in too many industries at onceMany companies fail at cold outreach because they target everyone. Without a clear ICP, your messaging stays generic and your results stay inconsistent. As a result, they don’t speak the customer’s language and fail to generate consistent results.
That’s why it’s important to create an ICP. An ICP or consumer profile is a description of who you want to sell todefines your best-fit customer: the companies and roles where your product drives the most value. It contains the following data to help you understand their pain points and craft cold outreach content that addresses their wants and needs.
Demographics: Characteristics like age, sex, job title, and income level, that help you understand your customer.
Psychographics: Understanding why your prospects make purchasing decisions by studying their lifestyle, habits, interests, etc.
Firmographics: Specifies the characteristics of the company your ICPs work at. This could be the industry they’re in, the number of people in their department, their location, organizational changes, etc.
Technographics: Provides information on the technology stack your prospects use within their organizations. To get started, ask yourself if you integrate well with their existing technologies or replace them.
Jobs to be done: Identifies which of your prospect's problems your product or service will solve. Ideally, this problem should be a pain point your product or service will relieve.
Once you’ve mapped out your ICP, get started with creating a high-quality prospect list using pipeline generation tools.
Step #3: Connect with the prospect
If you've done your research, you'll have clear talking points for your first message.
Your prospects are qualifying you as much as you’re qualifying them. It’s only fair, given that there’s likely a wealth of information about you and your company online. The best way to show your prospect that you’re the right person for the job is to establish yourself as a thought leader in the spaceThis could be anything from congratulating them on a new promotion, offering your thoughts about a recent article or post they wrote, or simply centering the conversation around the prospect themselves.
Kenny of UserGems gives two tips to establish expertise, build trust, and get more positive responses from your prospects:
“Be yourself, and talk about what you enjoy talking about. I greatly appreciate all content surrounding Psychology, so I will try and link content to an overarching psychological theme.”“DON’T post just to get likes. If you enjoy what you're talking about on LinkedIn, then sooner or later, other people will be drawn to the authenticity of your posts and honest insight (from real experience) that you can share with the world.”
The strategies we outlined above should help fix your cold outreach approach. But to get consistent results, you need to create a repeatable process.
How to do cold outreach
Conducting a cold outreach campaign isn’t as simple as drafting an email and hitting send or picking up the phone to make a cold call. You need to have a solid cold outreach process in place to successfully:
Establish contact with a prospectEngage with themAnd, nurture your connection
Here’s a cold outreach process you can use when planning out your strategy.
Step #1: Optimize your LinkedIn profile
Your LinkedIn profile shouldn’t just be limited to adding a profile photo and long blocks of text that highlight your achievements.
It should give prospects clarity about how you can help them solve their pain pointsShow you understand their situation by referencing specific details about their role, company changes, or recent initiatives. For starters, you can use the headline description at the top of your profile page to talk about your role, as doesinstance, check out this introductory message that Jan, a salesperson, sent to Kyle Coleman, SVP of Marketing, Clari.
Then, do a deep dive into how you help prospects solve their pain points in the about section. Here’s how Mandy has customized hersKyle explains why this message from Jan got a response from him:
She opens with a brief introduction about what she does. Then, she bolsters her initial statement with a testimonial.
"The following elements prompted my response:
After that, she jumps right into the problem and explains how she helps her prospects change their status quoGreat research, a nice tie-in to the value prop, good call to action.Short, easy-to-read sentences with plain language.
Plenty of white space to make it easy on the eye."
Lastly, she ends with a CTA.
You can follow a similar framework for your about section or tweak it to suit your role and persona. All in all, it should help the prospect learn more about you and the value you bring to the table and increase the chance of responding to you“Jan, the sender, did an impressive “show me you know me” by highlighting specific things about my company, the pain points I was facing, and weaving in details about me personally. That made me interested in his company’s solution.”
Step #2: Create an ideal customer profile (ICP)
Too many companies spread themselves thin by trying to target too many different companies in too many industries at once. As a result, they don’t speak the customer’s language and fail to generate consistent resultsKyle adds, "And if the email doesn’t make much sense, that’s because it was only meant for Kyle. “The email targeted me specifically as the intended recipient. That’s what personalization and effective cold emailing is all about."
That’s why it’s important to create an ICPWhile this process may seem time-consuming, you don’t have to tackle it all manually. An ICP or consumer profile is a description of who you want to sell to. It contains the following data to help you understand their pain points and craft cold outreach content that addresses their wants and needsThere are plenty of tools that will do the heavy lifting for you.
Demographics: Characteristics like age, sex, job title, and income level, that help you understand your customer.Psychographics: Understanding why your prospects make purchasing decisions by studying their lifestyle, habits, interests, etc.Firmographics: Specifies the characteristics of the company your ICPs work at. This could be the industry they’re in, the number of people in their department, their location, organizational changes, etc.Technographics: Provides information on the technology stack your prospects use within their organizations. To get started, ask yourself if you integrate well with their existing technologies or replace them.Jobs to be done: Identifies which of your prospect's problems your product or service will solve. Ideally, this problem should be a pain point your product or service will relieve.
Best cold outreach tools
Once you’ve mapped out your ICP, get started with creating a high-quality prospect list using pipeline generation tools.
Step #3: Connect with the prospect
Your prospects are qualifying you as much as you’re qualifying them. It’s only fair, given that there’s likely a wealth of information about you and your company online. The best way to show your prospect that you’re the right person for the job is to establish yourself as a thought leader in the spaceManual cold outreach eats time that reps should spend building relationships. Automation tools handle the repetitive work.
Kenny of UserGems gives two tips to establish expertise, build trust, and get more positive responses from your prospectsStart by taking a look at these tools:
“Be yourself, and talk about what you enjoy talking about. I greatly appreciate all content surrounding Psychology, so I will try and link content to an overarching psychological theme.”“DON’T post just to get likesUserGems Meeting Assistant: Automatically enriches contacts from calendar invites and adds them to Salesforce with complete context.If you enjoy what you're talking about on LinkedIn, then sooner or later, other people will be drawn to the authenticity of your posts and honest insight (from real experience) that you can share with the worldWhen combined with UserGems' job change tracking and buyer signals, you'll have full visibility into who you're meeting and why they're in market—without manual data entry.”Vidyard: Easily create personalized video messages for your prospects and improve response rates.
Orum: Call multiple numbers simultaneously and connect with live customers instead of going to voicemail.
Gong: Transcribe your cold calls so you can analyze them for areas of improvement later.
Alyce: Choose from a wide variety of personalized gifts that'll help you drive conversions and increase customer loyalty.
The strategies we outlined above should help fix your cold outreach approach. But to get consistent results, you need to create a repeatable process.
How to doMaking the most of cold outreach
Conducting a cold outreach campaign isn’t as simple as drafting an email and hitting send or picking up the phone to make a cold call. You need to have a solid cold outreach process in place to successfully:
Establish contact with a prospectEngage with themAnd, nurture your connection
Here’s a cold outreach process you can use when planning out your strategy.
Step #1: Optimize your LinkedIn profile
Your LinkedIn profile shouldn’t just be limited to adding a profile photo and long blocks of text that highlight your achievements.
It should give prospects clarity about how you can help them solve their pain points. For starters, you can use the headline description at the top of your profile page to talk about your role, as Mandy McEwen does.
Then, do a deep dive into how you help prospects solve their pain points in the about section. Here’s how Mandy has customized hers:
She opens with a brief introduction about what she does. Then, she bolsters her initial statement with a testimonial.
After that, she jumps right into the problem and explains how she helps her prospects change their status quo.
Lastly, she ends with a CTA.
You can follow a similar framework for your about section or tweak it to suit your role and persona. All in all, it should help the prospect learn more about you and the value you bring to the table and increase the chance of responding to you.
Step #2: Create an ideal customer profile (ICP)
Too many companies spread themselves thin by trying to target too many different companies in too many industries at once. As a result, they don’t speak the customer’s language and fail to generate consistent results.
That’s why it’s important to create an ICP. An ICP or consumer profile is a description of who you want to sell to. It contains the following data to help you understand their pain points and craft cold outreach content that addresses their wants and needs.
Demographics: Characteristics like age, sex, job title, and income level, that help you understand your customer.Psychographics: Understanding why your prospects make purchasing decisions by studying their lifestyle, habits, interests, etc.Firmographics: Specifies the characteristics of the company your ICPs work at. This could be the industry they’re in, the number of people in their department, their location, organizational changes, etc.Technographics: Provides information on the technology stack your prospects use within their organizations. To get started, ask yourself if you integrate well with their existing technologies or replace them.Jobs to be done: Identifies which of your prospect's problems your product or service will solve. Ideally, this problem should be a pain point your product or service will relieve.
Once you’ve mapped out your ICP, get started with creating a high-quality prospect list using pipeline generation tools.
Step #3: Connect with the prospect
Your prospects are qualifying you as much as you’re qualifying themCold outreach is extremely effective if done right. It’s only fair, given that there’s likely a wealth of information about you and your company online. The best way to show your prospect that you’re the right person for the job is to establish yourself as a thought leader in the spaceUnfortunately, a lot of reps miss out on positive results because they don’t know how to stand out in a competitive landscape.
Kenny of UserGems gives two tips to establish expertise, build trust, and get more positive responses from your prospects:
“Be yourself, and talk about what you enjoy talking about. I greatly appreciate all content surrounding Psychology, so I will try and link content to an overarching psychological theme.”“DON’T post just to get likes. If you enjoy what you're talking about on LinkedIn, then sooner or later, other people will be drawn to the authenticity of your posts and honest insight (from real experience) that you can share with the world.”
The strategies we outlined above should help fix your cold outreach approach. But to get consistent results, you need to create a repeatable process.
How to do cold outreach
Conducting a cold outreach campaign isn’t as simple as drafting an email and hitting send or picking up the phone to make a cold call. You need to have a solid cold outreach process in place to successfully:
Establish contact with a prospectEngage with themAnd, nurture your connection
Here’s a cold outreach process you can use when planning out your strategy.
Step #1: Optimize your LinkedIn profile
Your LinkedIn profile shouldn’t just be limited to adding a profile photo and long blocks of text that highlight your achievements.
It should give prospects clarity about how you can help them solve their pain points. For starters, you can use the headline description at the top of your profile page to talk about your role, as Mandy McEwen doesBut by focusing on personalization, making genuine connections, and setting yourself up as an authority, you’ll turn your cold leads into warm leads — significantly boosting your chances of success.
Then, do a deep dive into how you help prospects solve their pain points in the about section. Here’s how Mandy has customized hers:
She opens with a brief introduction about what she does. Then, she bolsters her initial statement with a testimonial.
After that, she jumps right into the problem and explains how she helps her prospects change their status quo.
Lastly, she ends with a CTA.
You can follow a similar framework for your about section or tweak it to suit your role and persona. All in all, it should help the prospect learn more about you and the value you bring to the table and increase the chance of responding to you.
Step #2: Create an ideal customer profile (ICP)
Too many companies spread themselves thin by trying to target too many different companies in too many industries at once. As a result, they don’t speak the customer’s language and fail to generate consistent results.
That’s why it’s important to create an ICP. An ICP or consumer profile is a description of who you want to sell to. It contains the following data to help you understand their pain points and craft cold outreach content that addresses their wants and needs.
Demographics: Characteristics like age, sex, job title, and income level, that help you understand your customer.Psychographics: Understanding why your prospects make purchasing decisions by studying their lifestyle, habits, interests, etc.Firmographics: Specifies the characteristics of the company your ICPs work at. This could be the industry they’re in, the number of people in their department, their location, organizational changes, etc.Technographics: Provides information on the technology stack your prospects use within their organizations. To get started, ask yourself if you integrate well with their existing technologies or replace them.Jobs to be done: Identifies which of your prospect's problems your product or service will solve. Ideally, this problem should be a pain point your product or service will relieve.
Once you’ve mapped out your ICP, get started with creating a high-quality prospect list using pipeline generation tools.
Step #3: Connect with the prospect
Your prospects are qualifying you as much as you’re qualifying them. It’s only fair, given that there’s likely a wealth of information about you and your company online. The best way to show your prospect that you’re the right person for the job is to establish yourself as a thought leader in the spaceUserGems helps with this by tracking customer job changes so you can reach out to past customers to see if your product can help solve the challenges in their current company.
Kenny of UserGems gives two tips to establish expertise, build trust, and get more positive responses from your prospects:
“Be yourself, and talk about what you enjoy talking about. I greatly appreciate all content surrounding Psychology, so I will try and link content to an overarching psychological theme.”“DON’T post just to get likes. If you enjoy what you're talking about on LinkedIn, then sooner or later, other people will be drawn to the authenticity of your posts and honest insight (from real experience) that you can share with the world.”
The strategies we outlined above should help fix your cold outreach approach. But to get consistent results, you need to create a repeatable process.
How to do cold outreach
Conducting a cold outreach campaign isn’t as simple as drafting an email and hitting send or picking up the phone to make a cold call. You need to have a solid cold outreach process in place to successfully:
Establish contact with a prospectEngage with themAnd, nurture your connection
Here’s a cold outreach process you can use when planning out your strategy.
Step #1: Optimize your LinkedIn profile
Your LinkedIn profile shouldn’t just be limited to adding a profile photo and long blocks of text that highlight your achievements.
It should give prospects clarity about how you can help them solve their pain points. For starters, you can use the headline description at the top of your profile page to talk about your role, as Mandy McEwen does.
Then, do a deep dive into how you help prospects solve their pain points in the about section. Here’s how Mandy has customized hers:
She opens with a brief introduction about what she does. Then, she bolsters her initial statement with a testimonial.
After that, she jumps right into the problem and explains how she helps her prospects change their status quo.
Lastly, she ends with a CTA.
You can follow a similar framework for your about section or tweak it to suit your role and persona. All in all, it should help the prospect learn more about you and the value you bring to the table and increase the chance of responding to you.
Step #2: Create an ideal customer profile (ICP)
Too many companies spread themselves thin by trying to target too many different companies in too many industries at once. As a result, they don’t speak the customer’s language and fail to generate consistent results.
That’s why it’s important to create an ICP. An ICP or consumer profile is a description of who you want to sell to. It contains the following data to help you understand their pain points and craft cold outreach content that addresses their wants and needs.
Demographics: Characteristics like age, sex, job title, and income level, that help you understand your customer.Psychographics: Understanding why your prospects make purchasing decisions by studying their lifestyle, habits, interests, etc.Firmographics: Specifies the characteristics of the company your ICPs work at. This could be the industry they’re in, the number of people in their department, their location, organizational changes, etc.Technographics: Provides information on the technology stack your prospects use within their organizations. To get started, ask yourself if you integrate well with their existing technologies or replace them.Jobs to be done: Identifies which of your prospect's problems your product or service will solve. Ideally, this problem should be a pain point your product or service will relieve.
Once you’ve mapped out your ICP, get started with creating a high-quality prospect list using pipeline generation tools.
Step #3: Connect with the prospect
Your prospects are qualifying you as much as you’re qualifying them. It’s only fair, given that there’s likely a wealth of information about you and your company online. The best way to show your prospect that you’re the right person for the job is to establish yourself as a thought leader in the space.
Kenny of UserGems gives two tips to establish expertise, build trust, and get more positive responses from your prospects:
“Be yourself, and talk about what you enjoy talking about. I greatly appreciate all content surrounding Psychology, so I will try and link content to an overarching psychological theme.”“DON’T post just to get likes. If you enjoy what you're talking about on LinkedIn, then sooner or later, other people will be drawn to the authenticity of your posts and honest insight (from real experience) that you can share with the world.”
The strategies we outlined above should help fix your cold outreach approach. But to get consistent results, you need to create a repeatable process.
How to do cold outreach
Conducting a cold outreach campaign isn’t as simple as drafting an email and hitting send or picking up the phone to make a cold call. You need to have a solid cold outreach process in place to successfully:
Establish contact with a prospectEngage with themAnd, nurture your connection
Here’s a cold outreach process you can use when planning out your strategy.
Step #1: Optimize your LinkedIn profile
Your LinkedIn profile shouldn’t just be limited to adding a profile photo and long blocks of text that highlight your achievements.
It should give prospects clarity about how you can help them solve their pain points. For starters, you can use the headline description at the top of your profile page to talk about your role, as Mandy McEwen does.
Then, do a deep dive into how you help prospects solve their pain points in the about section. Here’s how Mandy has customized hers:
She opens with a brief introduction about what she does. Then, she bolsters her initial statement with a testimonial.
Then, do a deep dive into how you help prospects solve their pain points in the about section. Here’s how Mandy has customized hers:
She opens with a brief introduction about what she does. Then, she bolsters her initial statement with a testimonial.
After that, she jumps right into the problem and explains how she helps her prospects change their status quo.
Lastly, she ends with a CTA.
You can follow a similar framework for your about section or tweak it to suit your role and persona. All in all, it should help the prospect learn more about you and the value you bring to the table and increase the chance of responding to you.

