The Cold Email Handbook - Za-Zu
The Cold Email Handbook - Za-Zu
Table of Contents
Intro
I. Why Cold Outbound Works
II. The Infrastructure
III. Writing Great Emails
IV. Sending Personalized Outbound at Scale
V. Launching Your Campaigns
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Intro
There are few growth levers that could allow a single person to grow a
startup from $0 to $1M ARR in a ma!er of months. There are even fewer
that could be done with nothing but an internet connection and a laptop—
and virtually no budget.
Within seconds of this very moment, you could send an email to your dream
investor. Or a potential customer. Or Patrick Collison. A few minutes from
now, that person could reply. And a week from now, you could be on the
phone having a conversation that will change the course of your company
and your life. It’s almost unbelievable how powerful cold outbound is: in
business, you can get almost anything you want with a damn good email. If
we can be honest for a moment, though? You’ve already heard this.
You know cold outbound works. Companies have been built on the backs of
cold outbound. There are millions of words already published on the
internet that claim to teach you how to do it well. There are agencies and
tools and services that want to be your golden goose, your silver bullet, the
thing that makes cold outbound finally easy.
So let’s agree on one thing: there is no silver bullet. Cold outbound is not
easy. It is not easy to generate millions of dollars in pipeline, and to then
turn that pipeline into revenue. It is not easy to send emails that strangers
answer. It is not easy for one or two smart growth people to drive sales like
they were a team of 50 SDRs. It is not easy to email people right when
they’re facing the problem you solve, and to write messaging that convinces
them you can solve their problem.
This playbook will show you how to run outbound like the smartest growth
people in the world. Do it right, and you and your team will be able to build
personalized cold outbound campaigns, run them at scale, and make
millions. The path to get there won’t be easy. But, by the time you finish
:
reading this, it will be clear.
The internet sucks on a very regular basis. Spam, noise, content you don’t
care about, ragebait, fighting, ads for questionable cryptocurrencies. And
while ads work, especially for specific kinds of products, they are an
impersonal and expensive way to grow. You couldn’t hand $10k to a smart
growth person and expect them to 10X or 100X that money by buying ads
on Twi!er or Meta.
Email is where important conversations happen. It’s where you make sales,
where you get hired for jobs, where you have important conversations with
people in your company, where you read the news you’re interested in, and
so on. Email is still your own li!le corner of the internet.
This intimacy is what makes cold outbound such a powerful channel. While
most advertising involves you renting space somewhere—the digital
:
equivalent of a billboard—cold email is a direct line into the inbox of the
person you want to sell to. And when someone sees a cold email that’s
interesting, they don’t need to click on an ad, then go to a website, then
click on a CTA, then book a demo. All they need to do is reply.
Cold emails don’t work all the time, though. To be specific, cold emails work
when 1. They land in your recipient’s inbox, and not in their spam folder, and
2. The recipient thinks that you can do one of the following for them:
Make money
Save money
Save time
If you can convince people that you can do any of these things for them,
you can make a lot of money. At my agency Aurora, in just the past year
with cold outbound:
I say these things not to convince you that I am especially great, or that my
agency is great, or that you should work with us. I share these metrics
because they are achievable, as long as you can send thoughtful and
personal cold outbound campaigns at scale. Behind every metric like the
ones above, you won’t find a generic, spammy cold outbound campaign.
Instead, you’ll find ideas like:
What if we identified all the visitors to our job board site, figured out which
:
open positions their company has, and then sent them a cold email o"ering
to help fill those specific positions?
What if we reached out to business owners and told them we knew buyers
that were looking for the exact same business location, industry, and
revenue as theirs?
What if we scraped the Meta Ads Library for every company we email about
our loyalty program software, and called out one of their specific ads as the
hook for the email?
Later, we’ll cover how to come up with ideas for campaigns that work, write
great emails, and get results like the ones above (I’ll show you some of the
exact emails we used).
At this point, though, you may be wondering: why isn’t everyone doing this?
Why doesn’t every company just pick up an extra few million dollars by
running some cold outbound? And the truth is that it’s because cold
outbound is very hard. While you can set up an outbound campaign in an
hour or two, that outbound campaign probably isn’t going to be good; so
many campaigns end up as failures, 1000s of emails sent with hardly
anything to show for it. Many of the clients that originally came to Aurora
came to us because they’d spent tens of thousands of dollars working on
outbound internally, hadn’t seen many results, and were frustrated.
The good news is, the two reasons why cold outbound is hard are both
solvable:
2. It's hard to scale good cold emails beyond what you can send manually.
The rest of this playbook will help you write great cold emails, then use AI
to send those great cold emails at a scale you’d have to hire an army to
reach manually. So you can saturate your entire available customer space
rapidly, and get whatever it is you want to get—with email.
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II. The Infrastructure
Intro
If the world’s best cold email is sent but it never reaches the recipient’s
primary inbox, the email is worthless. Infrastructure is a prerequisite for
good outbound: you might be able to succeed with mediocre emails and
great infrastructure, but you will never succeed with great emails if your
infrastructure doesn’t work.
The tragic part is that most outbound campaigns fail right here. Most
people don’t want to put in the work to figure it out. And their campaigns
fail. That in mind, this chapter will prepare you to run cold outbound
campaigns. The next chapters will teach you how to write and send emails.
I have spent 1000s of hours looking into this stu". Some of the below may
be easily findable online, yet not very well organized. And other parts of this
information are insights I only learned after months of sending millions of
emails for our clients. The below is a practical step-by-step to se!ing up
the infrastructure so that you can focus on writing, and sending, winning
emails.
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What we’ll cover in this chapter
The whole point of this chapter is making sure your emails hit the right
inboxes. This work often seems scary, but it shouldn’t. Everything we’ll
cover here is in one of the following categories:
It’s tempting. If you decide to forego everything on this page and get
straight to writing and sending emails, then your sending infrastructure will
look something like this: one email account, from your main domain,
sending to all of the people you want to send to. This could scale linearly
with however many SDRs or marketing people you have on your team.
But unless you only want to send a few emails per day (and even then, this
is not optimal), this is a horrible idea that will—in a ma!er of days—likely
get your emails sent to spam and perhaps even penalize your company’s
entire domain. Sending hundreds of cold outbound emails from individual
:
inboxes, or even individual domains, is a clear red flag.
And yet this one account per person tactic is what most companies, and
the SDRs that work for them, are doing. Millions of SDRs worldwide wake
up, write a few dozen emails, and clock out for the evening. It works, but it’s
not e"icient and it’s not what this playbook is going to help you do. When
you are done reading this, you will know how a single person can send with
the volume and personalization of an army. Without se!ing up the
infrastructure, one person can send just 20 or 30 great emails a day—we
want to send 2,000.
So why doesn’t it work to run your cold outbound like the diagram above?
2. If you get flagged for spam, your entire domain could get penalized—
which means you shouldn’t ever be sending cold outbound from your
company’s actual domain. You shouldn’t be sending outbound from just
one domain in general.
3. Your emails are at risk of ge!ing sent to spam if you haven’t set up your
SPF, DMARC, and DKIM records for the domains you’re sending from.
In order to send at any reasonable scale, you need to buy what I call
adjacent domains: domains that are similar to your company's. In the case
of my company, Aurora, our actual domain is helloaurora.com—but adjacent
domains might be:
auroraemails.com
:
yesaurora.com
withaurora.com
getaurora.com
And so on.
Why not just any domain? Because all the recipients of your emails will see
your domain name in your sender email address, and there will be a lot of
eyebrow-raising if you picked something that seems suspicious (e.g. buying
floridapanthershockey.com if your business is gardeningtools.com).
Once you buy the domains, you should 301 redirect them to your main
domain. For example, if I bought withaurora.com, I’d redirect it to
helloaurora.com, our actual domain. You do this so that if someone who
sees your email decides to copy and paste your domain into their browser
(this is common), they hit your real website. You’d be surprised by how few
people are surprised when domains redirect this way, or even notice it. It’s
less of a problem than you probably think.
The number of adjacent domains you should buy depends on how much
email volume you want to send. At Aurora, we set up 3 inboxes per domain
and send 20 cold emails per inbox per day, which is about what a normal
human sales rep would send. If you already know how much outbound you
want to send, you can use a simple formula:
The “1.1” exists in the formula to make sure you buy some reserve domains;
in other words, domains that you don’t strictly need and will not use
immediately. These domains exist for those situations when some of the
domains you are actively using in a campaign start to experience
deliverability problems—which happens from time to time. We’ll cover this
in more detail in the final section of this playbook about scaling your
campaigns.
:
If you want to send 60 or fewer emails per day, you may just need one
domain to get started. If you want to send 6,000, you should buy 60
domains. This is not a hard rule, but it’s a good heuristic you can use to get
started. Your experience while sending may vary, and you might change
your mind down the road. But it has worked for us at Aurora.
There is a separate question here: How much daily volume will I send? We'll
cover that later, when we talk about who to email and how many emails to
send them. If you have a small TAM (imagine there are only 5,000 people
who could be your customers), then you likely won't need many domains.
But if there are tens or hundreds of thousands of people that you could
possibly email, you'll need a lot. At Aurora, we buy ~20 domains for each
client. What you should know for now is that it's be!er to buy too many
domains than too few. Nothing will happen if you buy too many, but buying
too few and over-sending on them could get you penalized for spam.
Buying domains is easy and you can do it just about anywhere: GoDaddy,
Siteground, Bluehost, and more—there are 100s of places you can buy
domains. At Aurora we use Cloudflare, but it doesn’t make much of a
di"erence. Just make sure that wherever you buy your domain lets you get
into the admin se!ings, which you’ll need so you can optimize for
deliverability.
There’s so much e"ort put into optimizing inboxes and emails for
deliverability—you may have heard terms like ‘warming up’ inboxes,
avoiding ‘spam words’, and the like. But it would be a mistake to jump to
those things without first optimizing deliverability at a domain level.
• SPF
• DMARC
• DKIM
These three acronyms, while they look rather scary, are easy to set up and
provide some of the basic foundations for work we'll do later. Here is how
to set up each.
Side note: You may have also heard of the concept of ‘domain warming’,
which refers to increasing your domain’s reputation in the eyes of ESPs.
This is not something you really have to do on its own. Warming up your
domain is mostly a downstream e"ect of 1. The authentication steps in this
section, 2. The inbox warming in the next section, and 3. The actual
performance (and non-spamminess) of your emails and campaigns, which
we’ll cover later on.
Sure, ESPs like Google care about your domain and the contents of your
email. But what they care about most is the individual sender—are you a
trustworthy person?
At Aurora, we set up 3 inboxes per domain. You could set up more—it’s the
temptation, because se!ing up lots of domains takes work—but we don’t
do this at Aurora. That’s because the more you send from each domain, the
more spam reports there are per domain. More spam reports on a domain
increases the chance that the entire domain crosses a spam threshold and
gets a bad reputation for being spammy. To reduce risk, diversify sending
across more domains.
• Private IP: This involves se!ing up your own private email server
infrastructure.
There are other options. But these are the main 3. And if you want to avoid
headaches, I’d recommend 1. Google and 2. Microsoft. You can mix and
match if you want, with some domains on Google and some on Microsoft.
But what I’d especially recommend against is using a private IP.
Helpful tip: If you set up with Google, which I recommend, you’ll be se!ing
up the emails via a Google Workspace account. You can set up multiple
domains on a Google Workspace account, which means there may be a
temptation to set up all of your domains and inboxes on the same
workspace account. Don’t do this. A good rule of thumb is 3 inboxes per
domain, and 2 domains (so 5 or 6 inboxes) per Google Workspace account.
The reason why is that, if some of your inboxes or domains on a Google
Workspace account get flagged as spam, you could lose the whole
account.
ESPs, like Google, don’t want one person to be managing hundreds of email
accounts. And if you simply open your browser and spend a few hours
se!ing up hundreds of inboxes on many dozens of domains, ESPs will flag
that and start to making things harder for you: they might ask you for a
phone number, then limit how many times you can use that phone number.
They may ask you to verify your identity with a text message. Or they may
simply not let you continue to create inboxes and add accounts.
How do you get around this so you can set up as many accounts as you
want? Two ways:
1. VPNs. When you set up email accounts, use a VPN and change it
regularly. Use high quality American IPs. This makes it harder for ESPs to
know that it’s just one individual se!ing up the accounts.
Use these. Then set up your inboxes with the names of real humans that
work on your team. At Aurora, we found it’s usually most e"ective to use
the names of the founders or other people that can open doors at the
company (e.g. your Head of [Department] type roles). Prospects often
respond be!er to this than ge!ing an email from a low-level salesperson.
It’s fine if the low-level salesperson is managing outbound on behalf of the
founder, but I find it’s e"ective to use the name of people who are higher
up. This isn’t one-size-fits-all advice, though—think about what makes
sense for your company. And, yes, use profile pictures!
Once your inboxes are set up, you’re ready to start warming.
Once your inboxes are ready you could, in theory, start sending outbound at
scale. But you shouldn’t. Instead, you should warm your inboxes first—this
helps ESPs recognize each individual account as a trustworthy sender.
You can think of the way an ESP (like Google) views your inbox as the way
you might view a friend you made last weekend compared with a lifelong
best friend. When you just meet someone, your guard is up. It takes time for
them to gain your confidence and trust. Any red flags you see early on in a
new friend are just cause to stop spending time with them entirely, whereas
if your lifelong friend makes a mistake you’re more inclined to give them
another chance.
Right now, your inbox and ESPs like Google and Microsoft are new friends.
If you started sending 100s of cold outbound emails from the jump, you’d
be sending out clear red flags that you aren’t a human, you’re actually a bot
spamming messages. And you’d get sent to spam. Three main reasons for
this:
1. You’re sending too much volume (humans don’t send 100s of emails a
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day).
3. The engagement rate (replies, opens, etc.) on your email is lower than
average.
So before you send a single piece of cold outbound, you’ll want to make
your domains look like real, normal people. You want to make lifelong
friends with the big ESPs. Here’s how.
If you’ve ever researched email warming, you’ve likely seen 100s of di"erent
“warming tools” out there that claim you just give them access to their
email and they warm your account.
You could do that on your own, but as you might be able to guess, warming
is exceedingly di"icult to do on your own. Most warming tools—including
our warming feature at Za-zu—have invested tens or hundreds of
thousands of dollars into the infrastructure they use. If you want to start
sending cold outbound reliably and quickly, you’ll want to use a warming
tool.
ESPs aren’t stupid, and if they guess what you’re doing, your cold outbound
campaigns are likely to su"er. Za-zu fixes this for you—our product is an
email sequencer with built-in warming, so you can warm from the same IP
you send from. Learn more here.
Not all warming tools have the same kind of functionality, either. A few
things you should look for as you think about how you’re going to warm
emails:
• Warming pool quality: Many cheap warming pools (and tools that use
them) have spam traps in them, placed by ESPs. These are inboxes that
only exist in the warming pool—meaning that if you email them, ESPs know
what you’re doing and will send you to spam as a result. The quality of the
recipients in the warming pool ma!ers, too. Ge!ing replies from trusted
inboxes is extra helpful in the same way that a recommendation from a
good friend is be!er than one from a stranger.
• Warming email copy: A lot of warming tools will send generic emails, like
“O"ice party at 6pm?”, which is fine on its face but a problem if the cold
outbound you’re sending is selling a payroll solution to startups. The emails
you use for warming should have similar copy and topics to the emails
you’ll use in your cold outbound campaigns. ESPs should not be able to tell
the di"erence between your warming emails and your cold emails.
Find a tool that can do all of these things for you. At Za-zu, for example, we
use AI to make sure there are no spam traps in the warming pools (and o"er
a private pool for larger customers). We also write warming emails based
o" of copy in current and drafted campaigns—so ESPs don’t raise
eyebrows when you start sending.
Side note: The rest of this warming section will range from “interesting” to
“extremely useful” based on how you’re warming your emails. If you’re using
a tool like Za-zu that e"ectively does everything for you, the following is
good to know but not directly actionable—we’ll handle it. If you’re using a
warming tool that requires more manual work (or you’re a!empting to do
this yourself) then the following includes information directly applicable to
what you’re working on right now.
The most intensive part of warming comes before you’ve sent anything. You
want to go from “here’s this person who just opened an account” to “this is
a trusted sender who sends good emails to other trusted senders”. Each
ESP has their own profile on you, so it’s in this initial warming phase that
you’ll want to build a good reputation with at least the Google and
Microsoft.
After you’ve been warming for at least 3 to 4 weeks, you’re ready to start
sending.
One failure mode in cold email is to turn o" your warming as soon as you
start sending cold outbound: this is what happens a lot when people use
external tools, decide they’ve “finished warming”, and start sending their
campaigns.
But a loaf fresh out of the oven doesn’t stay warm forever, and neither do
your emails. You don’t want to completely turn o" your warming work once
you’ve started sending cold outbound, but you do want to be flexible about
it: your goal is to maintain high-quality engagement statistics without
harming your ability to send the volume of outbound you want to send.
If your cold outbound campaign goes well and gets lots of replies, you may
:
not need to do much warming—maybe just a few emails per day, or per
week. But if your cold outbound campaign tanks and your engagement
rates along with it, you’ll want to dial back on the outbound and dial up on
the warming to make sure you don’t send any red flags to ESPs. Generally
you also want to have warmed inboxes that you’re not using for cold
outbound, so that if one inbox tanks you can quickly swap it for a warmed
one without sacrificing on volume.
This is all hard, technical, thorough work, and managing it at scale would be
nearly impossible manually without a team of people dedicated to the task.
That’s why we decided to automate it when building Za-zu, so you can
focus on what ma!ers—writing emails and making sales.
There are more than 1 million words currently published on the internet that
will give you advice on how to write a good cold email. And there are
probably close to 1 million dollars in courses that you could buy to teach
you, many of which would give lots of the same advice you’d find here for
free.
Most of those words weren’t wri!en by people who have sent millions of
emails and generated more than $1B in pipeline for their clients. These are
metrics I share not to brag, but to tell you that I’ve experimented a lot. I’ve
bought the courses. I’ve read the advice. I’ve tested just about every kind of
email you can imagine. This gives me the confidence to write you a guide
about what actually works, why it works, and how you can write your own
emails that get positive, revenue-generating replies.
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What we’ll cover in this chapter
What you read below will not be a copy-and-paste template to use in your
campaign. That’s not productive: it’s like giving a man a fish instead of
teaching him to fish. Instead, the below aims to deeply engrain the theory,
the tactics, and the logic into your head so that you can sit down in any
situation, write an email to any person, and know that it is going to be good.
You already know who your customers are: it would likely be easy for you to
write me a list of 10 companies you think would be perfect buyers for your
product.
The conventional approach, then, is to create your buyer persona and then
go find people who fit that persona at every company and email them. This
can be fine. But to determine who you send cold outbound to, I want you to
do a quick exercise—regardless of whether you have a clearly defined
buyer persona or not. Answer the following question:
Who is currently feeling the pain that our product solves, and how do we
know they feel this pain?
If you’re selling cold outbound to startups at the Series A stage, then the
people feeling the pain might be the founder and the head of growth (or
marketing), and the main ways you’d know they are feeling the pain—
outside of just assuming it—is looking to see if they’re 1. Currently hiring
sales reps and/or growth people, and 2. Currently running ads. Do an
exercise like this for whatever your company does and see what you come
up with.
Your answer may be the same as the persona you already had in mind, and
:
if so, that’s great. If your answer is di"erent, though, then think about why.
No ma!er what, you’ll find most success if you email the people, and
companies, that are feeling the pain that the product solves.
Once you know what companies and department(s) you’ll be emailing, you’ll
also need to ask the question: who specifically should I target, especially if
there are multiple people at the company that are relevant to the pain my
product fixes? Here’s our framework at Aurora and Za-zu:
• If the company is less than 50 people, you can and should email the
founder.
• If the company is 50-100+, you could email the founder but should also
email other decision-makers.
• If you’re not sure who’s the decision-maker, email the person who is higher
up.
• Unless the company is very small, you can and should email multiple
people at the company.
Use these plus your intuition to guide you as you decide who to email.
Once you know who you want to email and what company they work for,
ge!ing their email is easy. At my agency, Aurora, we use Clay to enrich all
kinds of data you can use when you email prospects (more on that in the
next section).
You don’t have to use any of the tools I just mentioned: there are 100s of
email enrichment and verification tools online. Just make sure you are using
some and that they are reliable.
Contrary to popular belief (or what you might read online), a good cold
email will not come in the form of a template. All you need for a good cold
email is to convince someone that the thing you are selling will make their
company money and/or make their personal life be!er in some way. Doing
that can be complicated and will change by person, but in the next few
minutes you’ll learn a bunch of useful heuristics.
The trickiest part of writing a good cold email is doing the following:
Below are the heuristics we use and things I’ve learned. For the rest of this
section, pick a specific person at a specific company to write an email to.
It helps to think of someone in particular and not a vague idea of who you
want to email. We’ll automate all of this later.
To find the ideas that are going to work in a cold email, start by asking how
you will be valuable to a company. These ideas generally fall into one of two
categories:
Coming up with your big claims is the first step. The next is to turn them
into convincing arguments. At my agency, Aurora, we did this in a novel way:
we used debate-style contentions to make sure our arguments were solid
before writing emails.
Write one contention for each claim you have (and you probably have more
than one). If you struggle with one, it may be a sign that the claim itself isn’t
very good.
Imagine, for example, you run a cold outbound agency and are emailing
founders at early-stage startups. One contention you could write might
look like this.
Claim: Cold outbound is one of the highest ROI ways for early-stage
companies to grow.
Warrants: It costs very li!le to send an email. You can send lots. People can
convert quickly.
Evidence: I’ve generated millions in the pipeline for early-stage startups
with cold outbound.
:
Impact: You could add substantial new revenue this quarter at a relatively
low cost.
Writing contentions like this is more than just a novel way to strengthen
your ideas—you’re actually doing a lot of the email-writing work upfront.
Once you have coherent and e"ective arguments, writing a good email is
li!le more than pu!ing them together in a personalized way for the person
you’re emailing. Before we put everything together, let’s cover style and
tone.
There are a bunch of overcomplicated ways to think about style and tone.
One useful way to think about it is on a basic scale from casual to formal.
This is the only tone scale that really ma!ers, at least when you’re writing
cold email.
Why? You want your cold emails to blend in; to feel like real emails real
people would send. Some industries and people communicate more
formally than others. Emailing early-stage startup founders allows you to
use more casual language, while emailing Directors of Compliance or
Finance at large healthcare companies requires a more formal tone. Your
most valuable email calibration will generally be asking: “Does this sound
:
too casual or too formal?”
One surprising insight here is that many people confuse the di"erence
between casual and formal, and I don’t want you to be one of them. To be
clear:
One common failure mode is thinking you’re writing in one of these tones
when you actually are not. Take the following email, for example, which the
sender might think is wri!en in a casual tone but in reality is not:
Some people have the misconception that an email like the one above is
casual. Ask yourself, though: would you ever speak to a friend or close
colleague like that? You wouldn’t.
Here’s what the email above would look like if it actually was casual:
:
See the di"erence?
To decide what tone you should write in, think about what tone you think
your customers use when they’re talking to colleagues, external vendors,
and so on. It’s likely that you already have a strong grip on the way that your
customers talk—lean into that and write in the same way.
Helpful tip: One thing I’ve noticed is that most people, by default, write cold
emails more formally than they need to. It’s only natural—you aren’t
actually writing an email to someone you know, and something in your mind
pushes you to be more formal than you need to. Push back against that
urge by adjusting your first drafts a notch or two more casual than you
initially thought.
One frustrating thing that can sink an otherwise-great cold email is not
using the right industry lingo. Every industry has a certain way of talking
about things, and not conforming to that way will make you look like an
outsider—someone who just wants to sell something.
There are hundreds of terms like this for every industry. If you’re going to
write emails to people who work in those industries, you should know what
the terms are. Finding them out is pre!y easy—if you know your market
well you should already know them. If not, find out where those people
hang out online (Twi!er, Reddit, etc.) and pay a!ention to how they talk.
You should also pay close a!ention to how a company might refer to
themselves. If you are writing to Sequoia Capital, for example, you should
probably just refer to them as “Sequoia” in your email. Otherwise it feels
like you pasted their company name in from a spreadsheet of data.
Pu!ing them together is surprisingly easy, now that you've done the hard
part. Just follow the steps below, pay a!ention to examples, and practice
100s of times to get good.
There is no one universal template that will make you millions of dollars.
But, most great cold emails do have the following elements in them, not
necessarily in this order:
:
• Personalization
• Strong claim
• Evidence for that claim
• A clear next step
• Shorter than ~200 words
Include all of these in your email and you are, probably, golden.
So how do you write? Everything you’ve read so far has prepared you to
write—now just start drafting. In the section below, I’ll leave some examples
of emails that have performed well for Aurora, so you can get some
inspiration for what a good cold email might look like. Remember, though,
that your email should be perfect for the person you are emailing, and that
examples you see online might not reflect what will work for you.
Email context: A company that helps companies find o"shore talent was
reaching out to companies with job postings in Latin America.
:
Creative ways to increase your open rate
So you can write a great email. That’s the hard part, so congrats. But there’s
still one small part left to cover: how do you make sure people actually
open your emails? This is important, because none of that wonderful copy
is worth anything if your recipients are not reading it.
The best way to increase open rate is to make sure your emails hit your
recipients’ primary inboxes—we’ve already covered that. On the email level,
though, there are two useful things you can do to boost your open rate:
• Write good subject lines: My best rule for writing good subject lines is
that they feel like they could be the subject lines of an internal email—this
helps them feel natural in the inbox. For example, “Quick question”, or “Idea
for be!er outbound” are two casual, natural-feeling subject lines. Of
course, A/B test in your sequencer to see what works.
• Use a profile picture: Including a picture, preferably the face of whoever
the email is from, is one way to separate your email from the 1000s of
faceless scammers.
It used to be that if you wanted to send someone a valuable email that was
personalized just for them, you had to write that email manually. Most sales
reps today are still doing this: find a prospect, research them, spend a real
chunk of time writing a personalized email for them. This was the greatest
bo!leneck to automating e"ective cold outbound.
It’s at this stage you will want to consider how you will want to send your
emails, personalize them with AI, and monitor your campaigns. The rest of
this chapter will assume that you have a way to do so. There are a number
of email sequencers out there today that you can use, most of which will
require varying degrees of tinkering to get them to work in a useful way.
Or you could try the product I have been building over the last year: Za-zu.
It’s the email sequencer built for personalized outbound at scale, and it can
do everything from warming your accounts to implementing all of the smart
AI tactics we’ll discuss below. See the product here.
If you read the previous chapter on writing emails, you know the ingredients
for an e"ective cold email. If you’ve practiced, you can probably write a
good cold email right now. And so arises the question that’s been the
bo!leneck to good outbound at scale:
The key isn’t to have AI write emails on its own—the AI tools we have today
are terrible at that. Instead, hand AI great emails and have it fill in the
personalizable blanks. The way we write at my agency, Aurora, is like this:
1. Write a dream email to one person. Forget about AI. Imagine it’s 1:1.
2. Train AI to send that dream email at scale by filling in the personalized
pieces of info.
This may sound a touch confusing or vague, so let’s walk through the steps.
"Hey, Reader —
Happy to see that Hypothetical Company looks a bit di"erent from all the
generic/gimmicky AI support startups out there.
Looked at your job board and noticed you're hiring for sales. Imagine you're
planning to use outbound to gain significant early/high ROI traction?
I'd love to show you the product. Would it be crazy to chat this week?
Ma!"
This is the kind of email that previously would have been impossible to
automate at scale. Now it’s possible, and here’s how you might go about
doing it.
Now I want to take that email and replicate it at scale with AI. Here’s how
I’d go about doing it.
Hey, {{first_name}} —
Happy to see that {{company_name}} looks a bit di"erent from all the
generic/gimmicky {{startup_category}} startups out there.
Looked at your job board and noticed you're hiring for sales. Imagine you're
planning to use outbound to gain significant early/high ROI traction?
I'd love to show you the product. Would it be crazy to chat this week?
Ma!
- Copy and paste: The {{first_name}} variable in this email is the simplest
one—you just need the AI to paste the name of the prospect.
- If-then: The investor line at the beginning of the email feels tricky, but it
isn't. You just need to ask AI to cross-reference the list of the prospect's
investors with your own lists of previous investors (relevant in this case,
:
since I have them). If there's an investor in common, the line will be included
—if not, it will be cut.
You can get carried away here, of course. The more complexity you give AI,
and the more words it has to write, the higher the probability that you will
plant a red flag—that the email will have a non-human smell to it. Be
careful about how you use AI and test it before launching a campaign.
It’s reasonable enough, with some practice, to write good cold emails and
identify the personalized variables within them. But the next step is just as
important: ge!ing AI to generate good personalized variables at scale.
Happy to see that {{company_name}} looks a bit di"erent from all the
generic/gimmicky {{startup_category}} startups out there.
Easy, right? Now just imagine this very possible output for this variables:
Happy to see that Za-zu, Inc. looks a bit di"erent from all the
generic/gimmicky Automated Outbound Sequencer startups out there.
Instructions: The specific directions for the prompt, similar to how you’d
write a brief for a task for somebody at work.
Persona: The personality and expertise AI should take on as it does
research and carries out the task—sometimes this can lead to be!er
output.
Examples: Clear examples for the AI to learn how it should provide its
output.
Writing instructions
1. Start with the input. Usually this is something that’s being pulled from a
data enrichment tool (like Clay) or otherwise from somewhere on the
internet, and it is the piece of data that the AI will be manipulating. For
example, if you were going to have AI come up with cold outbound
campaign ideas for a company, the input might be general information
about the company—like their LinkedIn description.
3. Include helpful guidelines. Many of our prompts include Do’s and Don’ts
that help the AI get the personalization right and avoid mistakes. You’ll
likely want to do some testing to identify common mistakes the AI makes,
then update your Do’s and Don’ts accordingly.
:
You don’t have to do these things in this order, but having all of these
elements in your instructions generally leads to the right outcomes. Here
are example instructions for generating podcast ideas.
- Get be"er output: It may sound strange, but often if you tell AI that it is an
expert at something, the results it produces about that thing will be be!er.
:
This isn’t always necessary, but it can help from time to time. I recommend
lots of testing.
- Use the right tone: If AI is writing things that tone has an impact on, like
personalized introductions or ideas for things, giving it a persona can help it
land on the right tone. Again, you’ll want to do lots of testing and compare
outcomes.
The best heuristic for drafting a persona is to think of how you’d describe
someone who would be really good at what you are asking AI to do. For
example, if you were going to prompt AI to accurately summarize the niche
a company is in, you could write a persona like this:
LLMs like ChatGPT are extremely good word predictors. At a basic level,
they look at what has been wri!en so far and guess as to which word
comes next. This is why giving LLMs positive examples of the output you
are looking for is so high-leverage—you’re creating a new, small, powerful
dataset for the AI to model its answers on.
Examples tend to work best when you give the AI both an input and an
output. Show AI an example of the input they’ll receive, then show it an
example of what a positive output would look like. Here’s an example for
coming up with the niche of a business:
If you can give more than one good example, do so—it would be di"icult to
give too many examples. Feel free to test as you’d like, but in my
experience you will see diminishing returns as you add additional examples.
The di"erence between 0 and 1 example, or 1 and 3 examples, can be
serious. But the di"erence between 50 and 52 examples is not likely to be
noticeable.
Now arrives the grand finale of everything you have read up to this point:
it’s time to create campaigns in your email sequencer, start sending them,
and hopefully, to start making money.
:
You have most of the puzzle pieces by now. You know:
There’s still some art and science to ge!ing this right—sending campaigns
with the wrong scope can minimize your results, and testing your
campaigns improperly or insu"iciently can mean you miss out on insights to
write be!er emails.
One of the many downsides of manual, 1:1 email-sending is that you can’t
get very clever with the way you structure campaigns. You may have an
internal playbook that tells you how long to wait until you follow up, but you
usually won’t be rigorously testing di"erent kinds of wording and
messaging across ~5 to 10 email variants for each stage of your campaign.
When you send with a good sequencer at scale, you can. At Aurora, our
campaign structures typically look something like this.
:
A quick explainer of this structure:
- Campaign: The idea for the series of emails. Usually this is either a
specific audience or a combination of both a specific audience and product
o"ering—a modified version of the example above might be, “Cap table
management product for pre-Series C startups hiring for sales.”
Every campaign is di"erent, so the number of stages and email variants you
want depends on your goal. Typically though, we aim for campaigns to have
between 4 and 6 stages, and for between 3 and 6 di"erent email variants
per campaign.
If you’re new to this, it may feel slightly overwhelming (or at least di"erent)
from how manual outbound works. Once you’ve wri!en a few campaigns,
though, you’ll find that this campaign structure is magical—for example,
when Variant C in Stage 3 does particularly well and you realize you’ve
found a surprisingly great angle for new campaigns.
Your email sequencer should give you in-depth data about each stage and
email, so as you send and get results you can start optimizing for even
more replies. More on that in a bit.
It’s up to you to decide how many days should pass between each email,
but we often do something like this:
You can get wonderfully creative with every stage, but at a minimum it’s
good to have a narrative arc for your campaign. Not only does this lead to
more e"ective campaigns, but if one stage significantly outperforms
another one—say your Stage 2 outperforms Stage 1—then you have new
insights about what kind of messaging actually resonated with your
audience.
Surprising fact: Some of our clients at Aurora have thought they had their
messaging figured out—they’d paid the branding agencies, done the
storytelling sessions, etc.—but the value props that resonated in actual
outbound campaigns ended up surprising them. The right messaging will
change by campaign, audience, and stage. Avoid being overconfident and
instead, try a wide range of plausibly e"ective messaging to see what really
works. You may be surprised.
Once you’ve decided on the broad strokes of narrative for your campaign
and stages, you can start writing the emails. I’ve found that, before writing
emails, it helps to outline this entire process—don’t let it live in your head.
Write down the audience, write down the goals of the stages, and write
down the high-level points that will live in each email. For example…
:
- Stage 1: Intro and introduce primary value prop
- Variant A: Company mission-based intro + aggressive CTA (short)
- Variant B: Headcount-based intro + soft CTA (short)
- Variant C: Company mission-based intro + aggressive CTA (long)
- Variant D: Headcount-based intro + soft CTA (long)
- Variant E: Super short email with a simple question - nothing more.
You don’t have to outline exactly like this, but it can be helpful to have a
general idea of the focus of each email before you write it. These outlines
can also help you be more rigorous about what you’re testing. Once you’ve
defined the unique traits about each email, it’s easy to look at the email
performance data and identify the specific variables that are making your
emails succeed.
ESPs, like Google, don’t like seeing the exact same email being sent to 100s
or 1000s of individual people. There are very few real-life situations where
that happens—so if it’s the main kind of activity coming from your domain,
you’ll raise red flags.
Simple enough, and any email sequencer built for outbound at scale (like
Za-zu) will either automatically do this or at least make it possible to
spintax with some tinkering.
The one failure mode to watch out for when spintaxing is choosing
alternative words that make the email worse—something that I’ve seen
happen on occasion.
Your email sequencer, if it is good, should give you in-depth data on the
performance of your campaigns. At the minimum you should have metrics
like open rate and reply rate across both stages and individual emails. And
hopefully your sequencer gives you data on what kinds of replies you’re
ge!ing—a good sequencer should be able to automatically classify replies
into Positive and Negative categories, with more specific subcategories
falling under each of those.
There is only so much reading you can do about something like outbound
until it’s time to get out there, get your hands dirty, and launch your dream
campaigns. Now is the time. I hope you’ve found the information in this
handbook useful. Write to me on the Za-zu community forum if you have
feedback, thoughts, or questions. I’d love to help to the extent that I can.
From here, the path is clear: set up the infrastructure. Write your emails.
Find somewhere to send your emails from, like Za-zu—the sequencer I’ve
built for outbound at scale, dedicated to people like you. Then, of course,
there is only one thing left to do: start sending.
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