Prospection 2.0: the smart guide to taking action
Cheat Sheet – Prospecting, Smart & Effective
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Prepare the ground (before rushing in)
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Be clear on who you want to reach:
→ Which sector? What company size?
→ Who is the right person to contact (the decision-maker)?
→ What are their key challenges? -
Prepare your 30-second pitch: you should be able to explain what you do and how you help in max 2 sentences.
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Set up your tracking system (CRM, Notion, Excel sheet, whatever works… as long as you stay organized).
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Build your prospect list
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You have several options:
→ LinkedIn (with Sales Navigator or smart scraping)
→ Email databases (Lusha, Hunter, Kaspr, Dropcontact, Apollo, etc.)
→ Your network, events, trade fairs -
Always note down key details:
First name / Last name
Role + company
Email or phone
What could interest them about you (need, current issue, etc.)
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Reach out smartly (not like a spammer)
Email:
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Subject = short, clear, human
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Message = 3 parts:
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Personalized opening (avoid the generic “Hope you are doing well”)
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Concrete and useful proposal
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A simple line suggesting a chat (no novel needed)
Example:
“I’m reaching out because I often work with agencies like yours on [specific challenge].
If this is relevant to you, it might be worth having a conversation.”
Call:
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Start directly with the first name: “Hi Camille, this is [Your name], am I catching you at a bad time?”
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Follow with a very short pitch and a real question.
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If the timing is off, ask for a better moment: it shows you respect their time.
LinkedIn:
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Start soft:
“Hi [First name], I came across your profile – would be glad to connect.” -
Once accepted, send a natural message, not a copy-paste sales script.
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Follow up without harassing
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Simple follow-up rhythm:
Day +2 → Day +5 → Day +10 → Day +30
(adjust to your sector and instincts) -
Keep the tone relaxed:
“Just making sure my message didn’t get lost in your inbox.”
or
“I understand you’re busy – let me know if I should circle back later.”
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Stay on track & measure
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Track what you’re doing:
→ How many people contacted?
→ How many replies?
→ How many meetings booked?
→ How many deals closed? -
Adjust based on feedback. If nobody answers, rework your approach. If it works, double down.
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Field tips
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A touch of personalization makes all the difference
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Don’t try to “sell” in the first message, aim for dialogue
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It’s not an exact science: test, tweak, repeat
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And above all: be consistent. Consistency is the real superpower in prospecting.