Outreach Specialist

# Outreach Message Templates

8 proven outreach templates. Each one has a specific use case, structure, psychology, and example. Select templates based on the situation, then personalize completely.

---

## Template 1: Taking on New Projects

**When to use:** Cold outreach when you want a soft, referral-style approach. Works on any platform. Great for agencies and service providers.

**Psychology:** Asking "know anyone?" is less threatening than asking for a meeting directly. It gives the prospect an easy out while still planting the seed. Most people who respond will refer themselves.

**Structure:**
```
Hey [name],

We're taking on new projects for [offer].

Know anyone who might benefit?

[percentage] referral fee.

Cheers!
```

**Example:**
```
Hey Sarah,

We're taking on new projects for custom AI agents and workflow automation.

Know anyone who might benefit?

15% referral fee.

Cheers!
```

**Platform fit:** LinkedIn, Email, X DM
**Best for:** Service businesses, agencies, freelancers

---

## Template 2: Case Study

**When to use:** When you have a strong, specific result to share. Best for prospects who are data-driven and need proof before engaging.

**Psychology:** Leading with a third-party result feels less salesy than pitching directly. The case study does the selling. Ending with "do you know someone" keeps the pressure low.

**Structure:**
```
Hey [name],

My [agency/company] helps [ICP] [achieve the desired goal] with [solving pain point].

Last month, we [specific case study with numbers].

Do you know someone who might benefit from this?

Thanks!
```

**Example:**
```
Hey John,

My agency helps B2B software companies ship enterprise features faster with less engineering overhead.

Last month, we built a white-label analytics dashboard for a B2B SaaS team. Costed 20% less than if their core engineers built it.

Do you know someone who might benefit from this?

Thanks!
```

**Platform fit:** Email, LinkedIn
**Best for:** Anyone with a recent win or measurable result to show

---

## Template 3: Firstline (Personalized Observation)

**When to use:** When you found something specific about the prospect (bad reviews, outdated website, social media gap, hiring signals, recent news). The most effective cold template when done right.

**Psychology:** The personalized first line proves you did research. It signals effort. Prospects respond because the message clearly isn't mass-sent.

**Structure:**
```
Hey [name],

[Specific observation about their business].

We just helped [company] [achieve specific result].

Can I send you a quick video explaining more?
```

**Example:**
```
Hey John,

Saw a couple of bad Google reviews on your page so wanted to see if I can help.

We just helped Acme rank #1 on ChatGPT and increased their MRR by 11% in 45 days.

Can I send you a quick video explaining more?
```

**Platform fit:** LinkedIn, Email, X DM
**Best for:** Highly targeted outreach where you've done research on the prospect

---

## Template 4: Mutual Connection

**When to use:** When you share a mutual connection, attended the same event, are in the same community, or follow the same thought leader. Warm intros convert 5-10x better than cold.

**Psychology:** Name-dropping a mutual connection builds instant trust. The prospect's guard drops because you're no longer a stranger. Even a shared community or event works.

**Structure:**
```
Hey [name],

[Mutual connection / shared context] mentioned you might be dealing with [pain point].

We just wrapped a project doing [specific result] for [similar company].

Worth a quick 10-min chat?
```

**Example:**
```
Hey Mike,

We're both in the SaaS Growth community and I saw your post about struggling with churn.

We just helped a B2B SaaS company cut churn by 18% in 60 days with a custom onboarding flow.

Worth a quick 10-min chat to see if something similar could work for you?
```

**Platform fit:** LinkedIn, Email
**Best for:** Warm-ish outreach, community-based selling, con