Blog

Prospection 2.0: the smart guide to taking action

Cheat Sheet – Prospecting, Smart & Effective

 

  1. Prepare the ground (before rushing in)

  • 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.

  • Set up your tracking system (CRM, Notion, Excel sheet, whatever works… as long as you stay organized).

  1. Build your prospect list

  • 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.)

  1. Reach out smartly (not like a spammer)
    Email:

  • Subject = short, clear, human

  • Message = 3 parts:

  1. Personalized opening (avoid the generic “Hope you are doing well”)

  2. Concrete and useful proposal

  3. 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:

  • Start directly with the first name: “Hi Camille, this is [Your name], am I catching you at a bad time?”

  • Follow with a very short pitch and a real question.

  • If the timing is off, ask for a better moment: it shows you respect their time.

LinkedIn:

  • 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.

  1. Follow up without harassing

  • 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.”

  1. Stay on track & measure

  • 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.

  1. Field tips

  • A touch of personalization makes all the difference

  • Don’t try to “sell” in the first message, aim for dialogue

  • It’s not an exact science: test, tweak, repeat

  • And above all: be consistent. Consistency is the real superpower in prospecting.

This website uses cookies

We use cookies to ensure proper operations of the website, you can read our legal notice and our privacy policy to know more.

Accept cookies Manage cookies