The email templates and tips I used to -Set up outbound meetings for 2 of the top 5 largest customers -1st meeting set ever closed -Set up most meetings for SDR in a month and in a Quarter -Set up meetings with 17 of top 50 accounts including 8 unicorns -148% of Quota for a Quarter -Over 115% for the current month QuickTips -Use Emojis in the subject line, it stands out -Your first 2 lines are crucial in both open rate and determining if someone continues to read the rest of the email and if they will reply -Understand the reason you are reaching out: funding, new role are great starting points but expand from there and understand the pain your company helps solve. Create value and don’t focus on you and your product/service -If you work with multiple companies similar to them mention them if they aren’t similar companies people won’t care -Find key(3) facts of personalization about each individual and the company -Connect with prospects on LinkedIn -Optimize your LinkedIn so if someone checks out your profile they may book a meeting with you… I connected with a top account and they asked me for a demo before I even sent them a message -ASK OTHERS FOR HELP!!!-Peers or other sales leaders -Don’t completely automate and don’t spend an hour personalizing every email find the middle ground that works best for you (15 minutes for top accounts?) Check out these videos https://embed.vidyard.com/share/YbFzpsDkAh95FJELBXsfrx? https://embed.vidyard.com/share/yvCyEyeHzrK2mg2TGAUDCC? Find what works best for you in follow-up -optimal sequence according to insidesales.com is -7 attempts, 3+media types, over 6-8 days with 1-2 days of spacing -Connect on LinkedIn -Calls -Videos (Vidyard,Wistia,Videolicious) -Create a breakup email that works for you -Check out my article on SDR 101 (podcasts, books, sales leaders etc)

1. The Wanna-be Silver Bullet
Emails and Quick Tips
Calvin Patteson IV

2. Proof This Works
Set up outbound meetings for 2 of the top 5 largest customers
1st meeting set ever closed
Set up most meetings for SDR in a month and in a Quarter
Set up meetings with 17 of top 50 accounts including 8 unicorns
148% of Quota for a Quarter
Over 115% for current month

3. QuickTips
● Use Emojis in the subject line, it stands out
● Your first 2 lines are crucial in both open rate and determining if someone continues to
read the rest of the email and if they will reply
● Understand the reason you are reaching out: funding, new role are great starting points
but expand from there and understand the pain your company helps solve. Create
value and don’t focus on you and your product/service
● If you work with multiple companies similar to them mention them if they aren’t similar
companies people won’t care
● Find key(3) facts of personalization about each individual and the company
● Connect with prospects on LinkedIn
● Optimize your LinkedIn so if someone checks out your profile they may book a meeting
with you… I connected with a top account and they asked me for a demo before I even
sent them a message
● ASK OTHERS FOR HELP!!!-Peers or other sales leaders
● Don’t completely automate and don’t spend an hour personalizing every email find the
middle ground that works best for you (15 minutes for top accounts?)

4. Response to next email (first video)

5. Personalized Video
2 more generic emails followed by this one
Hi {{first_name}},
{{News related to company}} Hope you enjoy this pic of Nyhavn from my time in Denmark!
Check out this video I made just for you:
https://embed.vidyard.com/share/YbFzpsDkAh95FJELBXsfrx?
Scheduled time, but then no showed, I sent this follow-up video after that and then he showed
https://embed.vidyard.com/share/yvCyEyeHzrK2mg2TGAUDCC?

6. Booked a top account in 1 email
Hi {{first_name}},
Growing at a rate of 120% over the past 2 years speaks to how impactful {{company name}} is for your
customers. At Northpass, we help fast growing brands emphasize their team culture(checkout our recent
feature on Lattice's blog.) I loved the recent article by {{co-worker}}on creating a people system is key to
creating strong values.
We would love to connect to discuss how our software can help onboard, train and professionally develop
your employees. Even more, we can showcase our out of the box integration with {company integration}
Given your rate of growth and the {{account.number of job openings}} job openings, I thought you might
value a conversation around your on-boarding strategy for customers and employees. We are helping
other software companies in similar growth situations like {{4 similar accounts}} {{how your company
can help them}}
I would love to chat on Monday for 15 minutes about the process {{company}} has in place and how we
can help you continue to succeed? Feel free to schedule a meeting with this link
Cheers,
{{sender_first_name}}

7. Hi {{first_name}},
Congratulations on your new role at {{company}}! With your extensive background at {{previous company}} with a +65 eNPS
{emoji} and experience at {{2nd previous company}} they are lucky to have you! Since this is a new role for you I'm sure you
have some great goals for the future and I was hoping we could talk about them and explore how we could help you achieve
them.
I was just chatting with an Account Executive at {{company}} and she mentioned that you don't have an LMS in place but are
utilizing 15-five. We also integrate into {{company integration}} like 15-five does and are super excited to be their only Pro LMS
Partner!
We have already helped high growth software companies such as {account similar companies}} {{what your company does}}
and we would love to help you as well!
Do you have time on Monday for 15 minutes about the process {{company}} has in place and how we can help you continue to
succeed? Feel free to schedule a meeting with this link
P.S. We also love {{company’s}} product:
Best,
{{sender_first_name}}
New Role Personalization

9. Automated follow-up that booked a top account
Hey {{first_name}},
Training a puppy is Ruffff! Training your people shouldn’t be. That’s why here at Northpass we’ve
developed an LMS that’s been ranked as most user-friendly and easy to use!
Use this link to schedule some time to schedule a quick 15 minute chat to discuss your current processes
and how Northpass can be a resource to you!
Cheers,
{{sender_first_name}}

10. Framework for Opening Email
Hey {{first_name}},
Growing at a rate of {{account.Growth % over last months/years}}speaks to how impactful {{company}} is
for your customers. Given your growth and the {{account.number of job openings}} job postings you have,
I thought you might value a conversation around your on-boarding strategy for your employees.
At Northpass we are helping other fast growing companies, like {{account.Similar companies}} to onboard,
train, and professionally develop their employees, while reducing costs and saving time. Feel free to
check out an overview video here.
Does {{now_weekday->plus_2}} at 9am or {{now_weekday->plus_3}} at 2pm work for a quick call to
discuss the current processes you have in place and how Northpass could be a resource to you? If not,
feel free to schedule a meeting with this link!
Cheers,
{{sender_first_name}}

11. Second Touch 1 day after
My apologies {{first_name}},
Forgot to {customer testimonial link} to an example of how we helped {customer} a fast growing startup
reduce {{ROI we gave that customer}}
Interested in hearing how we could help {{company}} as well?
Cheers,
{{sender_first_name}}

12. ● Optimal sequence according to insidesales.com is
7 attempts, 3+media types, over 6-8 days with 1-2 days of spacing
● Connect on LinkedIn
● Calls
● Videos (Vidyard,Wistia,Videolicious)
● Create a breakup email that works for you
● Check out my article on SDR 101 (podcasts, books, sales leaders etc)
Find what works best for you in follow-up