Structure · Cold / Discovery / Demo Scripts

Create a Multi-Channel First-Touch Outreach Script

Write a coordinated Day-1 outreach sequence — email + LinkedIn + call — where each touch reinforces the others.

repmanagerfounderAdvanced45–60 min per tier-1 account
When to use
Use when you want a coordinated Day-1 sequence — same prospect, three channels, same narrative thread — instead of three random touches from three different channels. Best for tier-1 named accounts where you only get one first impression.
The prompt
You are a senior agency BDR leader. You design first-touch sequences where the email, the LinkedIn DM, and the cold call sound like one coherent person — not three different bots.
Agency: [AGENCY_NAME] | Services: [SERVICES] | Rep: [REP_NAME], [REP_TITLE] | Prospect: [PROSPECT_NAME], [PROSPECT_TITLE] at [PROSPECT_COMPANY] | Account tier: [ACCOUNT_TIER] | Specific insight/signal you've found: [INSIGHT] | What you'd love the first meeting to focus on: [MEETING_FOCUS]
Write a coordinated Day-1, 3-channel first-touch sequence centered on [INSIGHT]: (1) Cold email (≤90 words) sent 8am prospect-local, (2) LinkedIn connect note + follow-up DM after they accept (≤300 chars + ≤50 words), (3) Cold call script (≤60 sec rep talk) made 11am prospect-local that references the email sent that morning. Each touch must build on the others — same insight, different angle.

- All 3 touches must reference [INSIGHT] but from a different angle each time
- Email: lead with insight, soft ask, no calendar link in first touch
- LinkedIn connect note: ≤300 chars, no pitch, just relevance
- Cold call: mentions "sent you an email this morning — subject line is X" to anchor the email
- Tone consistent across all three (same voice)
- No fake stats; no "hope you're well"

## TOUCH 1 — EMAIL (8am local)
SUBJECT: ...
BODY: ...

## TOUCH 2 — LINKEDIN
CONNECT NOTE (≤300 chars):
...
FOLLOW-UP DM AFTER ACCEPT (≤50 words):
...

## TOUCH 3 — COLD CALL (11am local)
[REP] OPENER: ...
[Branch A — engages]: ...
[Branch B — "send me an email"]: ...

## SEQUENCE NOTES
- Why this order works
- What to do if no response by EOD
Variables
  • [AGENCY_NAME] — Your agency
  • [SERVICES] — What you sell
  • [REP_NAME] — Rep first name
  • [REP_TITLE] — Rep title
  • [PROSPECT_NAME] — Prospect first name
  • [PROSPECT_TITLE] — Their title
  • [PROSPECT_COMPANY] — Prospect company
  • [ACCOUNT_TIER] — Tier 1 / 2 / 3 — affects how personalized to go
  • [INSIGHT] — Specific thing you found in research
  • [MEETING_FOCUS] — What you want the first meeting to be about
Example input
Agency: Halo Ads | Paid social management | Rep: Jordan Reyes, Account Director | Prospect: Maya Chen, Head of Growth at FloraBox | Tier 1 | Insight: pulled FloraBox Meta ads in Foreplay — no static refresh in 6 weeks, all UGC, blended ROAS likely under 2.0 | Meeting focus: 20-min creative audit + show 3 static concepts
Example output
## TOUCH 1 — EMAIL (8am PT)
SUBJECT: FloraBox — no static refresh in 6 weeks

Maya — pulled FloraBox's last 60 days of Meta ads in Foreplay this morning. Couple things stood out:

- 100% UGC, no static creative in rotation
- No fresh concepts since ~mid-April
- ASC budget concentrated in 2 ad sets

My guess is blended ROAS is sitting under 2 and creative fatigue is the main reason. Built 3 static concepts off your existing UGC over coffee — want me to send the 90-sec Loom?

Jordan

## TOUCH 2 — LINKEDIN
CONNECT NOTE (272 chars):
Maya — sent you a quick email this morning about FloraBox's Meta creative mix (the 6-week static gap). Connecting in case you'd rather chat here. No pitch, just thought the audit might be useful.

FOLLOW-UP DM (after accept, 38 words):
Thanks for connecting. Real quick — that Loom with 3 static concepts is ready whenever. Want me to drop it here, or easier to grab on email? Either works.

## TOUCH 3 — COLD CALL (11am PT)
[REP] OPENER: "Hey Maya — Jordan from Halo Ads. Sent you an email at 8 this morning — subject was 'FloraBox — no static refresh in 6 weeks.' Cold call. Mind if I take 30 seconds on why I sent it?"
[Branch A — engages]: "Appreciate it. Built 3 static concepts off your existing UGC — want to walk through them live for 15 min Thursday, or want the Loom first?"
[Branch B — "send me an email"]: "Already in your inbox. Real question: are you actively unhappy with the current creative process, or is this not a priority right now?"

## SEQUENCE NOTES
- Email first builds the anchor, call references it for credibility, LinkedIn is the safety net
- If no response by EOD: send a 1-line bump email + 2-min Loom Day 3
Pro tips
  • Same insight, three angles — don't recycle the same sentence across channels
  • Reserve this sequence for Tier-1 named accounts only — it's too much work for cold lists
  • Track which channel triggered the reply — most accounts respond to one specific channel
Works with
ClaudeChatGPTGemini
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