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01, Apr 2025

How to Write Cold Emails: Templates and Best Practices

Tired of cold emails that get lost? We'll show you how to cut through the noise with targeted outreach, using guides and templates designed for impact.

Writing cold emails | Salesforce Partner Solution Junkies | Salesforce tips resources

A well-crafted cold email is a powerful tool. Its sole purpose is to elicit a response. To achieve this, your message must be clear, concise, and compelling.

Start with the end in mind. What's your goal? To book a meeting or get a referral? Remember, every cold email is an opportunity to spark a conversation, but to truly maximise those opportunities, you need to be reaching the right people. Let’s dive into how to define and locate your ideal customer profile, the crucial first step in building a successful outreach strategy.

Finding Your Ideal Customer

Identify your ideal customer. The more specific your profile, the better. Speak their language and understand their pain points.

There are several ways to source email addresses, each with its own pros and cons:

Purchased Lists: Purchased data lists, often used in marketing, are collections of contact information (like email addresses, phone numbers, and addresses) that businesses buy from data brokers or other data aggregation companies to expand their reach and target specific audiences. Some companies, like Cognism, will allow you to interrogate their data and even auto upload it, right into Salesforce.

  • High Quantity, Low Quality: Often outdated and inaccurate.
  • Time-Consuming: Requires significant effort to clean and validate.

Web Scraping: An automated process of extracting data from websites, often using software bots or crawlers, to be used for various purposes like data analysis, research, or building datasets.

  • Moderate Quantity, Variable Quality: This can be effective for niche markets.
  • Legal Considerations: Ensure compliance with website terms of service and privacy policies.

Outsourced Lead Generation: This involves hiring a third-party agency or company to handle the process of identifying and nurturing potential customers, allowing businesses to focus on other core activities. 

  • Low Quantity, High Quality: Professional service, but can be costly.
  • Tailored Approach: Customised to your specific needs.

Ideal Customer Profile (ICP): A detailed description of the ideal company or customer that would derive the most value from your product or service, helping you focus your sales and marketing efforts on the most promising prospects. 

  • Low Quantity, Highest Quality: Intensive, but pays off
  • Data-Driven: Analyse your top-performing customers to identify key characteristics, then identify their common denominators and then search for look-alike companies. 

Bonus tip: Data Cloud can help you identify the characteristics of your most engaged contacts. By understanding who is likely to respond, you can refine your targeting and focus your efforts on the right audience. For example, you might discover that contacts in a specific industry or with a certain job title are more likely to engage with your cold emails.

To do this effectively, you should consider the following: 

  • Size
  • Employees
  • Software
  • Job title
  • Social presence
  • Location
  • Deal size
  • Age of company
  • Where acquired
  • How they found you 

Once you’ve done this, you’ll have a very specific customer profile. Then you can find 10-30 businesses that have a look-a-like business.

The theory is that you don't need thousands of prospective customers. Only a handful of the right ones. 

Focus on Quality Over Quantity

Rather than chasing thousands of low-quality leads, prioritise a smaller list of high-value targets. By understanding your ideal customer's needs, preferences, and pain points, you can craft highly targeted and effective outreach campaigns.

Focus, Don't Scatter

Avoid casting a wide net. Instead, target a niche market. This allows you to:

  • Tailor Your Message: Address specific needs and desires.
  • Speak Their Language: Use industry-specific terminology and references.
  • Align Your Sales Process: Mirror their buying journey.

By concentrating on a smaller, more focused audience, you'll generate higher-quality leads and increase your chances of success.

Choose Your Words Carefully

The language you use in your cold emails can significantly impact your success. In this document, we’ll give you some examples. In this document, well share some examples of content you can send but please remember, the more specific you can get with your content, the better. Your unique value proposition and targeted pitch will make a world of difference.

Remember, the key is relevance. Your message should address a specific pain point or opportunity your prospect cares about. 

Bonus tip: Salesforce Einstein can help you craft more effective cold emails by suggesting personalised content and subject lines based on individual profiles and behaviour. For instance, Einstein might suggest mentioning a recent industry award your company received or referencing a blog post the contact has previously engaged with.

When thinking of subject lines, remember these rules: 

  • Only use names in the subject lines when they read well.
  • Be specific with the subject line. 
  • Try personalising the subject line if you have the right data - this will generate more opens.
  • If you think your email might sound too salesy, then it does
  • Explore using questions in the subject lines.
  • Don’t overstep for clicks. Clickbait subject lines might maximise opens but won’t help you create relationships.

One Mail, One Action

Every email should have a singular, clear call to action (CTA). Don't overwhelm your recipient with multiple options. Make it easy for them to respond by providing a straightforward next step, such as:

  • "Click this link..."
  • "If you're the right person, what's your availability?"
  • "Please connect me with the person responsible for [specific area]."

Your goal is to get referred to the right person or schedule a meeting. Don't try to do both.

Be Mobile-First 

Optimise your emails for mobile devices. Keep them short, concise, and easy to read on smaller screens. Avoid complex HTML designs and focus on clear, plain text.

Get Personal

While templates can streamline your process, your emails should still feel personal. Avoid generic, corporate language and flashy branded imagery. Try opting for a conversational tone or consider adding a "Sent from my iPhone" line to add a personal touch.

Sound it out

Read your emails aloud to identify areas for improvement. Ask yourself:

  • Is the message clear and concise?
  • Does it flow naturally?
  • Is the value proposition clear?
  • Is the CTA compelling?

If you can't confidently answer these questions, your email isn't ready to send.

To further refine your cold email skills:

  • Peer Review: Share your draft with a colleague and ask for feedback.
  • Role-Play: Have someone read your email aloud to you and listen for any awkward phrasing or unclear messaging.
  • Record Yourself: Analyse your tone, delivery, and overall enthusiasm.

By following these guidelines, you can create cold emails that stand out, engage your audience, and drive results.

Cold Email Templates and Tactics

Keep it Short & Scannable

Your prospects are busy. Respect their time by sending concise emails. When longer messages are unavoidable, use clear formatting:

  • Headlines: Break up text with relevant subject headings.
  • Bold Text: Highlight key information.
  • Bullet Points: Enhance readability with lists like this one.

Formatting Example:

Compare these two versions of the same email promoting a printing service:

(Unformatted):

Hi,

We're having a sale on our new spring collection! There are dresses, skirts, and tops in a variety of colours and styles. We also have new accessories, like jewellery and handbags.

Stop by and check it out!

(Formatted):

Spring into Savings!

Hi,

We Have New Items on Sale:

  • Dresses
  • Skirts
  • Tops

Complete Your Look:

  • Jewellery
  • Handbags

Visit Us Today!

(Benefits)

By making your email scannable, you increase the chances of readers absorbing the key points.

Follow-Up Frequency

The ideal follow-up cadence involves a high initial frequency that gradually tapers of. Next-day follow-ups reduce replies by 11%, so it’s essential to give prospects 2-3 days to consider your email and reply. 

Following up after three days results in a 31% increase in replies. The best wait time between a cold email and a follow-up is between 2 and 5 days. After 5 days, response rates drop to 24%

  • Day 1: Send
  • Day 3: First follow up
  • Day 5: Second Follow-Up
  • Day 13: 4th Follow-Up
  • Day 28: 5th Follow-Up
  • Day 60: 6th Follow-Up

Remember, these are guidelines. Your follow-up pace should be based on the relationship and context. Respect busy individuals like CEOs and avoid relentless emailing.

The 1-2-3 Email Response Hack

Emphasise ease for the prospect. Sales emails often burden recipients with complex tasks. Aim to simplify the decision-making process.

Solution:

Present three scenarios relevant to the prospect's situation. Ask them to choose the one that applies, requiring only a reply, number selection, and send.

Example:

Instead of a lengthy introduction, present your prospect with three options related to their main challenge. Once they choose, you can follow up with targeted advice.

Hi [Customer Name],

Your Spring Style, Your Way:

I know you're interested in our new spring collection. 

Which look best suits you?

  1. Bold & Bright: Dazzling colours and bold patterns.
  2. Classic & Chic: Timeless elegance and sophistication.
  3. Casual & Comfortable: Effortless style for everyday wear.

Reply with the number of your preferred style!

Benefits:

Reduced friction and increased response rates. This approach can significantly improve your email success.

Testing & Optimisation:

Einstein can analyse email engagement data and recommend the optimal times to send cold emails. This ensures your messages reach inboxes when clients are most likely to be read and acted on. 

By sending your emails at the right time, you can increase your open and response rates and improve your overall email effectiveness.

Begin by testing this approach with your most important email or the one with the lowest response rate. A/B testing against your current version will allow the results to speak for themselves.

Steps for Beginners:

  1. Select a small list of leads (approximately 100) from your Salesforce Org.
  2. Define three relevant and compelling scenarios.
  3. Develop a set of resources to share when prospects respond.
  4. Create a new email template following the provided example.
  5. Implement your new approach and track the results.

The Break-Up Email

This is a surprisingly effective way to elicit a response from unresponsive prospects. The concept is to initiate a "break-up" via email.

The Rationale:

By taking the initiative to "break-up," you subtly shift the power dynamic. It prompts the prospect to re-evaluate their lack of response.

Crafting the Subject Line:

Intriguing subject lines are crucial for grabbing attention. Here are some examples:

  • Bye from [Your Name]
  • Bye from [Your Company]
  • Thank You from [Your Company]

Example: B2C Break-Up Email

Hi [Name],

I've reached out a few times now to discuss how [Your Company] can elevate your wardrobe. While I understand you may be busy, I wanted to check in one last time.

If you're open to exploring personalised style options, please let me know by [Date]. Otherwise, I'll consider this our final follow-up.

Still no luck? If a client remains unresponsive to emails, Agentforce can suggest alternative communication channels, such as SMS or social media, and even initiate contact through those channels with pre-approved messages. This allows you to reach out to clients in a way that they are more likely to respond to.

Ready to level up your outreach? Let's optimise your outreach today and build a Salesforce sales strategy that delivers. Click here to talk to a consultant.



 

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