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Lead Generation Automation Checklist
Step-by-step checklist to automate your lead generation process. Covers lead scraping, enrichment, personalization, and outreach automation.
Cold Email Templates Library
10 proven AI-personalized cold email templates that get 40%+ open rates. Includes subject lines, body copy, and follow-up sequences.
AI Automation Readiness Assessment
Free 15-minute assessment to identify which processes in your business are ready for AI automation. Get a custom implementation roadmap.
Business Process Automation Guide
Complete guide to automating sales, marketing, and operations. Learn which tools to use, common pitfalls to avoid, and how to measure success.
AI Tools Comparison Matrix
Side-by-side comparison of 50+ AI automation tools for business. Filter by category, price, and use case. Compare features, pricing, and integrations.
Lead Generation Automation Checklist
Complete guide to automating your lead generation process from start to finish
Phase 1: Lead Discovery
Phase 2: Lead Enrichment
Phase 3: Personalization at Scale
Phase 4: Outreach Automation
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10 proven templates to personalize at scale and get 40%+ open rates
The Problem-Solution Approach
Subject: [First Name], noticed [specific problem] at [Company]
Hi [First Name],
I saw [specific detail about their company/recent news/LinkedIn post] and noticed you might be dealing with [specific problem].
We helped [similar company] solve this by [brief solution] and they saw [specific result] in [timeframe].
Would it make sense to chat for 15 minutes about how we could do something similar for [Company]?
[Your Name]
The Direct Value Proposition
Subject: [Specific metric] improvement for [Company]
[First Name],
Quick question - what if you could [specific outcome] without [common pain point]?
That's exactly what we built for [Role] at companies like [similar company 1], [similar company 2], and [similar company 3].
The result: [specific metric] in [timeframe].
Worth a 15-minute conversation?
[Your Name]
The Social Proof Play
Subject: How [Similar Company] achieved [metric]
Hi [First Name],
[Similar Company]'s [Role] had the same challenge you're likely facing: [specific problem].
Here's what we did:
• [Result 1]
• [Result 2]
• [Result 3]
Would this approach work for [Company]? Let's find out in a quick 15-minute call.
[Your Name]
The Pattern Interrupt
Subject: [First Name] - quick question
[First Name],
I'll keep this short.
If you could [achieve specific outcome] in [timeframe], would that be worth 15 minutes of your time?
That's what we did for [similar company]. Happy to share the playbook.
Yes or no?
[Your Name]
The Question Hook
Subject: Question about [Company]'s [specific area]
Hi [First Name],
I saw [Company] is [recent activity/news/growth]. That's impressive.
Quick question: are you currently [doing specific activity] manually or have you automated it?
Asking because we just helped [similar company] automate this completely and they're saving [X hours/week] and seeing [specific result].
Worth exploring for [Company]?
[Your Name]
The Competitor Reference
Subject: [Competitor] vs [Company]
Hi [First Name],
I noticed [Competitor] just [recent action/achievement in your space].
We're helping [similar company] stay ahead with [your solution]. The result: [specific metric].
Would love to share what we're seeing in [their industry] and see if it applies to [Company].
Open to a quick chat?
[Your Name]
The News/Event Hook
Subject: Congrats on [recent news/funding/hire/expansion]
[First Name],
Saw [Company]'s [recent news/funding/expansion]. That's a big milestone - congrats!
With that growth, you're probably facing [specific challenge that comes with scaling].
We just helped [similar company] navigate this exact phase by [solution]. They went from [before state] to [after state] in [timeframe].
Worth a conversation?
[Your Name]
The Audit/Free Value Offer
Subject: Free [audit/analysis/assessment] for [Company]
Hi [First Name],
I ran a quick analysis on [Company]'s [specific area - website, process, tech stack, etc.] and found a few opportunities to [specific improvement].
No strings attached - happy to share what I found. It's a 5-minute read that could save you [X hours/dollars].
Want me to send it over?
[Your Name]
The Pain Amplification
Subject: Still doing [painful task] manually?
[First Name],
Most [their role] we talk to are still doing [specific manual task] by hand.
It's costing them [X hours per week] and [specific pain point - errors, delays, missed opportunities].
We built a way to automate this completely. [Similar company] implemented it and saved [specific metric].
Interested in seeing how it works?
[Your Name]
The Mutual Connection
Subject: [Mutual connection] suggested I reach out
Hi [First Name],
[Mutual connection] mentioned you're working on [specific initiative/challenge] at [Company].
We recently helped [similar company] with the same thing - they saw [specific result] in [timeframe].
[Mutual connection] thought it might be relevant for your team. Would you be open to a brief intro call?
[Your Name]
P.S. - [Mutual connection] says hi!
Proven Follow-Up Sequence (Days 3, 7, 14)
Follow-up #1 (Day 3):
Subject: Re: [original subject]
[First Name], circling back on my previous email.
Is [achieving X outcome] a priority right now or should I check back in a few months?
Follow-up #2 (Day 7):
Subject: [Case study/resource] for [Company]
[First Name],
Thought you might find this helpful: [link to case study/resource about their specific problem].
Shows exactly how [similar company] solved [problem]. Let me know if you'd like to discuss applying this to [Company].
Follow-up #3 (Day 14 - Breakup Email):
Subject: Closing the loop
[First Name],
I'll stop bothering you after this. :)
If [solving X problem] becomes a priority, you know where to find me. Otherwise, I wish you the best with [Company]!
[Your Name]
Pro Tips for Cold Email Success
Personalize the first line: Reference something specific about them or their company (recent post, news, growth, etc.)
Keep it short: 5 sentences max. Busy people don't read walls of text.
Use specific numbers: "40% increase" beats "significant improvement" every time.
One clear CTA: Ask for one thing (usually a 15-min call). Multiple CTAs confuse and reduce response rates.
A/B test subject lines: Test 2-3 variations and double down on what works.
Send between 8-11 AM: Highest open and response rates happen in the morning.
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