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How to run B2B cold email yourself.

This is the process we run, written so you can do it in-house. It covers the setup, the list, the email, the follow-ups and the replies. Read it top to bottom once, then use the sections as a checklist.

01

Pick one offer and one buyer

Most companies sell several things. Cold email goes to strangers who owe you nothing, so give them one simple reason to reply. Pick the offer that's easiest to say yes to, and the buyer who feels the problem most.

Write both down in one sentence each before you touch any tools. For example: "Operations managers at regional trucking companies" and "we cut the time your dispatchers spend on check calls." If you can't fill in those two lines, the rest of this playbook won't fix it.

You also need proof. A client result, a case study, a number you can stand behind. It goes in the PS of every email.

02

Domains, inboxes and warmup

Never send cold email from your main domain. If something goes wrong with deliverability, you want it to happen to a domain you can replace, not the one your invoices and client emails come from.

  • Buy a few domains that look like your brand (yourbrand-hq.com, getyourbrand.com). Point each one at your real website.
  • Create a small number of inboxes on each domain, using real names your team will stand behind.
  • Set up SPF, DKIM and DMARC on every sending domain before anything goes out. Your email provider's docs walk you through it.
  • Warm every new inbox for about two weeks with a warmup tool before it sends a single cold email.
  • Keep each inbox to a modest daily volume. We run ours at about 20 cold emails per inbox per day. Need more volume? Add inboxes rather than pushing each one harder.
  • Keep warmup running in the background after you start sending.

It's slow and boring, and it's tempting to skip. Skip it and your emails can land in spam before anyone reads them.

03

Build the list

Turn your one-sentence buyer into filters: industry, company size, location, and the job titles of the person who'd say yes. Pull contacts that match from a B2B data provider, then clean them before they go anywhere near a campaign.

  • Verify every email address with a verification tool. Drop anything that comes back invalid or risky.
  • Clean the fields you'll merge into the email. First names in normal case, company names without "Inc." or "LLC".
  • Remove current clients, open deals and anyone who's ever asked not to be contacted.
  • Keep a suppression list and check every new list against it. An unsubscribe is permanent.
  • Start with one tight segment. A smaller list of the right people beats a big list of almost-right ones.
04

Write the email

Short and plain. It should look like a note from one person to another, because that's what it is. This is the structure we start every campaign with:

Hey {{firstName}} - [your offer in one sentence].

Can I send over more info?

PS - [your proof].

The offer line says what you do for people like them, in their words. The question is easy to answer with one word. The PS is where you put the result that makes it believable.

  • Plain text. No images, no tracking-heavy templates, no links in the first email.
  • One ask per email. "Can I send more info?" is a smaller yes than "Can we book 30 minutes?"
  • Short subject lines that read like an internal email. No caps, no exclamation points.
  • Read it out loud. If it sounds like an ad, rewrite it.
  • Write two or three versions of the offer line and test them against each other.

Stuck on the offer line?

It's the hardest part to get right on your own. Book a call and we'll work on it with you.

05

Follow up

Don't judge a campaign on the first email alone. Plan the follow-ups before you launch. Our default is three emails in the same thread: the first one, a follow-up two business days later, and a last one three business days after that.

  • Reply in the same thread so they see the original email.
  • Each follow-up adds something: a different angle on the offer, a specific result, or a simpler question.
  • Keep them shorter than the first email.
  • Stop after the last one. If they didn't reply, move on and try a new angle on a new list later.
  • Anyone who replies leaves the sequence right away, whatever they said.
06

Handle the replies

Sending is half the job. Every reply needs a person to read it and decide what happens next. Sort each one into a bucket:

Interested

Answer within hours, not days. Send the info they asked for and suggest two specific times to talk.

Asking a question

Answer it plainly, then ask if they'd like to talk it through.

Not right now

Thank them and ask when to check back. Put it on your calendar and actually do it.

Wrong person

Ask who the right person is. A referral from inside the company is a warm start.

Not interested

Thank them and stop. Don't argue.

Unsubscribe or angry

Remove them, add them to your suppression list and never contact them again.

Out of office

Note the return date and pick the conversation back up after it.

Speed matters most with the interested ones. Answer them the same day.

07

What to measure

Track a few numbers every week, per campaign:

  • Bounce rate. If it climbs, your list cleaning isn't working. Pause and fix it before you send more.
  • Replies, split into positive and everything else. Total replies includes unsubscribes and out-of-office messages, so it flatters you.
  • Positive replies per email sent. This is the number that tells you whether the offer and the list are working.
  • Calls booked, and deals closed from those calls.
  • Inbox placement. Send test emails to your own accounts on different providers and check where they land.

Change one thing at a time: the offer line, the list segment or the subject. If you change three things at once and replies go up, you won't know why.

Give each test enough sends to mean something before you call it. A handful of emails tells you nothing.

Want a second set of eyes?

Talk through your cold email setup.

I sourced $3M+ in sales-qualified opportunities in my first year, and I manage sales operators at companies doing up to $1M+ a month. If you're running this yourself and want feedback on your offer, list or emails, book a call.