Purpose

This guide demonstrates how to gather and implement key personalization points for cold email templates. Each template includes AI-driven prompts to extract relevant insights and tailor outreach effectively.

Template 1

Email Example:

Hi John, just checked out your org chart - noticed you’re lacking SDRs (LinkedIn data, grain of salt). I’m tentatively assuming, therefore, you’re juggling prospecting, running demos, and closing deals all on your own—might be tough to manage as you scale across Europe?

I work with early-stage companies like Vertibox to deliver the impact of 5 SDRs for the cost of 1. In fact, we recently helped Personifics (another HR platform) increase monthly meetings by 34% without adding headcount. Mind if I share more info?

Personalization Breakdown

1. Identifying SDR Gaps in the Org Chart
   • Method: Use Clay enrichment to find contacts at the company and determine if they have SDRs.
2. Inferring Job Responsibilities
   • GPT Prompt:"Given the job title [INSERT JOB TITLE], infer the key responsibilities they likely handle in a company that lacks dedicated support roles (e.g., SDRs, account managers, or sales engineers). Frame it as a concise, conversational assumption about their workload, similar to: ‘You’re likely juggling prospecting, running demos, and closing deals all on your own.’ Keep it punchy and relevant to their role."
   • Example Output for a Head of Growth:"You’re probably managing outbound campaigns, optimizing conversion funnels, and overseeing paid acquisition—while also trying to scale revenue. That’s a lot to handle while driving expansion, right?"
3. Referencing Company Growth
   • Claygent Prompt:"Find recent information on [INSERT COMPANY NAME] that indicates signs of growth, particularly in terms of expansion (e.g., hiring trends, job postings in new regions, recent funding rounds, partnerships, or product launches). Summarize the findings in a way that allows for natural inclusion in outreach, similar to: ‘as you scale across Europe.’"
   • Example Output:"[Company] recently opened roles for sales and customer success teams in Germany and France, signaling expansion across Europe."

Template 2

Email Example:

Hi John,

Got something for you.

I gather FlowSync specializes in automating team workflows (always a win when project management gets made easier, nice work).

This morning, my Co-Founder and I came up with a wacky idea to help you attract more Ops Managers looking to streamline things.

Mind if I shoot it over to you?

P.S. We’ve seen similar strategies work wonders in other industries, but yet to really hit the automation space—might help you get ahead of the likes of Make and Zapier.

Personalization Breakdown

1. Identifying the Company’s Core Expertise
   • GPT Prompt:"Review the company summary for [INSERT COMPANY NAME] and identify its core area of expertise. Express it in a concise and conversational way, similar to: ‘I gather [COMPANY] specializes in [AREA OF EXPERTISE] (always a win when [POSITIVE OUTCOME]).’ Avoid jargon—keep it natural and engaging."
   • Example Output for FlowSync:"I gather FlowSync specializes in automating team workflows (always a win when project management gets made easier, nice work)."
2. Defining the Target Persona and Their Key Motivation
   • GPT Prompt:"Analyze [INSERT COMPANY NAME] to determine the primary audience they serve. Identify a key persona (e.g., Ops Managers, Sales Leaders, CTOs) who would benefit most from their solution. Frame it in a conversational way, highlighting their motivation for seeking the product, similar to: ‘help you attract more [TARGET PERSONA] looking to [KEY PAIN POINT OR GOAL].’ Keep it natural and aligned with how their audience thinks."
   • Example Outputs:
     • For a workflow automation tool:"Help you attract more Ops Managers looking to streamline things."
     • For an AI sales tool:"Help you attract more SDRs tired of manual prospecting."
     • For an HR tech platform:"Help you attract more People Ops leaders looking to boost retention."
3. Identifying Competitors to Reference in the P.S.
   • GPT Prompt:"Based on the information available about [INSERT COMPANY NAME] at [INSERT COMPANY DOMAIN], find two competitor companies that offer a similar service and target similar customers. Output only the two company names, separated by a comma."
   • Example Output for an automation tool:"Make, Zapier"

Template 3