Complete Outbound Funnel Guide

by Lewis Thompson

Offer + Book a call
Book a call link
Website/free script/outbound vault
Pre-Face
  • This guide is going to be actionable
  • There will be various assets throughout
  • You will be able to use this to run your own outbound marketing/improve your outbound marketing
Who Am I?
TLDR about me:
→ Operations background. Worked 1-1 with 200+ B2B clients and over 1,000+ collectively
→ I oversee 5M outbound emails monthly and 1,000+ outbound systems
→ My team executes 100+ cold email setups monthly at ListKit
Photo of coaching
Results
Contents
  1. 3 Important Things To Remember
  1. Pre-Funnel
  1. Offer
  1. Presence
  1. Data
  1. Top of Funnel
  1. Dream 100
  1. Cold Email
  1. LinkedIn Outreach
  1. Cold Calling
  1. Middle of Funnel
  1. Response Handling
  1. Warm Calling
  1. Bottom of Funnel
  1. Lead Nurturing
  1. Show Rate
  1. Pre-call Flow
2 Things To Keep In Mind (important)
Offer Is Everything
The most important thing when it comes to turning cold traffic into paying customers, is the offer. It is 80% of the legwork.
If your offer is not 'good' (definition on that shortly) then your CAC will be higher and it will require more inputs for less output.
A good offer practically dictates your email deliverability. Less people will mark you as spam, you will get more replies, you will get more meetings booked, you will close more deals.
The offer writes the script for you, paired with the target market.
There are thousands of other service providers just like you, going after the same prospects.
No need for sales jiujitsu, you just need a good offer.
When there is no differential → It is ultimately a race to the bottom when price is the only lever.
'Good' Offer Examples
It is important to remember, the offer is more so tied to the result than the service itself. No one is buying paid media for the fun of it.
If I deliver you 10 leads right now ready to buy, it does not matter if I got them using Hedwig (Harry Potters pet owl) with an envelope or cold email. You pay for the 10 leads.
Here are 3 varying examples and why they worked.
  • Hyros
  • Offer: Fix and scale ad spend with AI attribution.
  • Why it worked: Ad tracking was majorly flawed, costing businesses running ads thousands. They made it easy to solve and scale. Huge pain point and awesome product. Cracked PMF.
  • Email Marketing Agency
  • Offer: I will write you a welcome flow and if it doesn't outperform your current flow I will refund you in full.
  • Why it worked: Clear deliverable, claim, and risk reversal. Proves competence before upselling to retainer with no guarantee.
  • Dominos pizza
  • Offer: Get pizza in '30 Minutes Or It's Free'
  • Why it worked: Risk reversal. Clear USP of speed.
Know Your Market
You need to know your target market deeply or how else can you speak directly to their needs and pain points?
Gathering niche insights will put you ahead of the market.
Hitting on the itch they need to scratch will make your outbound (and all client acquisition) perform better. You can test this rapidly via outbound too.
How?
Reviewing past sales calls, interviewing current clients, AI, testing, and just browsing the internet is a good start.
By deeply knowing your target market, your offer becomes easy to tailor. Moreover, your outreach scripts become easy to write.
ICP / Offer Workshop:
How to fill it out:
VIDEO
Template:

Google Docs

ICP / Offer Worksheet [TEMPLATE - MAKE A COPY]

Pre-Funnel
Offer
  • Offer that will be ran to the traffic
  • Positioning
  • Low friction offer
  • 90% of the battle
Partnership Offers
Developing partnerships is a great way to close more deals and increase revenue, especially via outbound. They are much lower friction and when they make sense (good partnership deal) they are very easy to generate and close.
What else?
  • Lower customer acquisition costs (economies of scale)
  • Easier on operations
  • Lower churn (partnerships are sticky)
  • Access to a client base that is otherwise gatekept
  • Stronger network
3 Types of Partnerships
  • Whitelabel
  • Referrals
  • Media
How To Make A Good Partnership Offer
  • Complimentary
  • Authority
  • Tie back to the ICP
Presence
Why It Matters
Will not go too in depth, but there are factors outside of core outbound that affect campaigns. I will cover the 2 main problems that you can fix today, if they aren't already in place.
Funnel
Landing Page + VSL
  • This funnel works the same way traffic is driven via content or ads
  • Once they visit your landing page
  • How they do that
  • What they should say
Content
  • Do you exist online? Do you look real?
  • If Hormozi emailed you, 100% reply rate
  • Other strategies complement outbound greatly
Data
  • Good data + good offer is everything
  • There are 2 ways really you can do this with data
  • Easy way
  • Scrape TAM list
  • Verified → cold email
  • Unverified → LinkedIn
  • Gradually start ripping cold calls to the entire list
  • Harder but better
  • Verified → Cold email
  • Highest ICP score → LinkedIn / Cold Calling
  • Use a tool like Clay
  • Initial list I use listkit.io
Account List
Waterfalling
ICP Scoring
AI Personalization
1. Top of Funnel
Data Pre Note
  • Not omni channel too hard
  • Verified to cold email
  • Unverified to CC
  • Circle back to previous note
Why All 4?
  • They all land you different types of clients
  • Prospects respond differently to different mediums
  • You squeeze more out of your target market
  • It works
1a. Dream 100 (manual)
Dream 100 Explained
  • What is dream 100 strategy?
  • Why is it powerful?
How To Execute
  • How to execute
Dream 100 Tracking Sheet
  • Create a tracking template
1b. Cold Email
  • Deliverability
  • Script
  • Reference guide I mentioned
  • Tech stack recommend
Beast
  • Cold email is a beast, I will save the intricacies for my outboundvault.com but in a nutshell this is what most need to know to be in the top percentile of cold emailers
High Volume
Deliverability + volume are very important paired together. Without deliverability, everything else is pointless. And without volume, results will be underwhelming.
Think of it like ad-spend, the media buyer on $500/day will 9/10 generate more leads than the media buyer on $5/day.
We do this by setting up 50+ email accounts (minimum) that are properly configured and warmed.
They require the correct DNS protocols to improve reputation: SPF, DKIM, DMARC etc.
With this volume, we can test multiple angles to multiple target markets.
The feedback loop is quicker to see what works and what does not.
And once a winning angle is found, we have the volume to support generating sales qualified meetings at scale.
Deliverability
The invisible hurdle that needs to be cleared, ironically most fail here. If deliverability is poor, everything else is pointless.
Further fuelled by ESP updates (check out Google's recent update).
You want to spread sending across many email accounts/domains that are properly configured for sending (SPF, DKIM, DMARC records etc.)
You cannot just send from a handful or 1 inbox, this will mean you fall victim to the invisible spam filter.
It requires hours of meticulously setting up inboxes with a verified IP address and correct DNS records.
Performing routine inbox placement and deliverability tests in order to maintain the infrastructure for optimal results.
And no, your website's reputation does not get damaged with that many domains redirecting towards it. Think about the government's website.
What else?
  • Spintax
  • Clean data
  • Option to opt out
  • Solid IP reputation
  • No photos (in scripts)
  • Warmed email accounts
  • Send from .com domains
  • Minimal links (in sending/scripts)
  • Reduction in spammy messaging
  • Keep volume low(ish) per domain
Scripts
Sequence
Custom Fields
Magnum Opus
Recommended Tech Stack
  • Smartlead.ai
  • Inboxes - meh anyone
1c. LinkedIn Outreach
LinkedIn Outreach Explained
  • Limited bandwidth
  • Powerful and untapped
  • 90% of linkedin outreach is not good
LinkedIn Optimization
  • Content
  • Profile
  • How to optimize
LinkedIn Strategy
  • Script
  • Tool recommended
  1. Timing is everything
→ Target people who posted in last month → Engage with their content first → Catch them while they're active
  1. Personalization (the right way)
→ Reference specific work/achievements → Show you've done your homework → Keep it under 3 lines
  1. Value-first approach
→ Share relevant insights → Solve a specific problem → Make it about them, not you
How To Execute
1d. Cold Calling
The Power of Calling
  • Most powerful but most time consuming
  • Data is everything with Cold Calling
  • Leverage to highest ICP scores or do alongside other mechanisms
  • Ideally want to have someone full time here, can get a good overseas dialler with no accent
  • Recommended dialler
Cold Calling Script
  • What makes a good cold calling script?
  • Template to follow
Good Data
How To Execute
1e. Recap
High Level Overview
  • Large data set
  • 2,000 monthly into LinkedIn (highest scoring or unverified)
  • 1,000-2,000 into cold calling (highest scoring or unverified emails)
  • Rest into cold email
  • Dream 100 is separate
Overlap
  • We don't attempt omni channel as it is unscalable
  • You are better off hitting them on all fronts
  • Maintain a DNC list on responses and opt outs to not hit them again
  • On positive replies, we will cover how to convert and nurture them
Tracking

Google Drive

Private file

Useful Guides To Connect Tech Stack

Google Docs

Call Booked > Update CRM

Google Docs

Positive Replies > CRM (Smartlead/Heyreach)

https://help.heyreach.io/en/articles/9877965-webhooks

www.heyreach.io

How you can connect Smartlead and HeyReach [Step-by-step guide]

See how you can use Make to connect HeyReach and Smartlead, and go multichannel.

Mid Funnel
Response Handling
  • How to think about response handling
  • How to handle objections — replying is a big commitment
  • Pushing leads over the line
Best Practices
  • Follow ups
  • Different mediums
Warm Calling
  • Super powerful
  • Fastest
  • What to say?
What if they don't book a call?
  • next stage, lead nurturing
Bottom Of Funnel
End Result?
The bottom of the funnel is where we convert the lead to our end result. Meeting booked is the go-to for most B2B companies, but for a SaaS it may be a free trial. It may be consuming a lead magnet so they sign up for a newsletter, although less common.
If they book a call → they go into the pre-call flow and the meeting commences.
If they do not book a call, or that call does not go well → we can place them into a lead nurturing sequence.
We will place them into 4 buckets (next stage).
Lead Nurturing (Email)
Lead nurturing is where we put prospects who haven't officially converted into a sequence.
This largely is due to timing. The purpose of nurturing the lead is so once they are ready, they return with us in mind. Or they just need some extra convincing.
The nurture flow can come directly from your CRM, or dedicate a couple of inboxes in your sequencer to it.
We can place these prospects into 4 buckets (excluding the pre-call flow):

  • Bucket 1: Expressed interest or need convincing
  • Bucket 2: Booked a call but didn't show / Showed interest but didn’t book
  • Bucket 3: Positive call but no response / Have objections
  • Bucket 4: Previously Interested Leads (Re-engagement)
If nothing comes of the flows from the above 4 buckets, we place them into a long-term lead nurturing sequence.
Bucket 1: Expressed interest or need convincing
Email 1: Initial Follow-Up (Gentle check-in and reinforcement of key value proposition)
Timing: 2 days after sending initial information
  • Acknowledge their interest
  • Reference the specific information they received
  • Highlight 1-2 key benefits they might find most relevant
  • Soft CTA: "Let me know if you have any questions"
Email 2: Problem-Solution Focus (Demonstrate understanding of their challenges)
Timing: 5 days after Email 1
  • Address common pain points in their industry/situation
  • Show how your solution specifically addresses these challenges
  • Include brief success story or data point
  • CTA: "Reply with your biggest challenge"
Email 3: Social Proof & Credibility
Timing: 7 days after Email 2
  • Feature a relevant case study or testimonial
  • Highlight measurable results achieved by similar clients
  • Include specific metrics/ROI when possible
  • CTA: "Would you like to see more examples like this?"
Email 4: Additional Value & Education
Timing: 10 days after Email 3
  • Share new information not included in initial materials
  • Offer educational content (guide, checklist, video)
  • Position as industry thought leadership
  • Soft CTA: "Access more resources like this"
Email 5: Urgency + Next Steps
Timing: 7 days after Email 4
  • Summarize key benefits and ROI potential
  • Include limited-time offer or incentive if appropriate
  • Address common objections preemptively
  • Strong CTA: Specific action to move forward (demo, call, trial)
Bucket 2: Booked a call but didn't show / Showed interest but didn’t book
If they specified interest for the future, we can put them straight into the long term flow.
This is NOT the no-show steps. You/your sales rep will ring/text/email to get an answer immediately after a no-show.
Email 1: Empathetic Check-In & Easy Rebooking
Timing: 1 day after missed appointment/initial interest
  • Acknowledge that schedules get complicated
  • Provide one-click rebooking link with clear instructions
  • Brief reminder of what they'll gain from the conversation
  • CTA: "Find a time that works better for you here"
Email 2: Value Preview & Expectations
Timing: 3 days after Email 1 Theme: Reduce uncertainty while building interest
  • Outline exactly what to expect from the call (agenda, duration)
  • Include 1-2 specific insights they'll gain
  • Address common questions prospects have before calls
  • CTA: "Ready to discuss this further? Book here"
Email 3: Alternative Engagement Options
Timing: 5 days after Email 2 Theme: Flexibility and accommodation
  • Offer multiple ways to connect (shorter call, email Q&A, recorded demo)
  • Show understanding of different communication preferences
  • Emphasize your adaptability to their needs
  • CTA: "Let me know which option works best for you"
Email 4: Incentive or Added Value
Timing: 7 days after Email 3 Theme: Create motivation to act
  • Provide special incentive for booking (exclusive resource, limited-time offer)
  • Frame as appreciation for their continued interest
  • Keep urgency appropriate but effective
  • CTA: "Secure this [incentive] by booking your call"
Email 5: Final Value Proposition with Evidence
Timing: 10 days after Email 4 Theme: Compelling case for reconnection
  • Share relevant case study with specific ROI metrics
  • Address common objections that may be causing hesitation
  • Include FAQ section answering top prospect concerns
  • Final CTA: Both direct ("Book now") and passive ("Save this email for when timing is better")
Bucket 3: Positive call but no response / Have objections
Email 1: Call Recap & Next Steps Clarity
Timing: 1 day after the call Theme: Appreciate conversation and establish path forward
  • Thank them for their time and engagement
  • Summarize key points discussed and their specific interests
  • Address any initial objections they raised during the call
  • Clear CTA: Propose specific next action with timeline
Email 2: Objection Addressing & Value Reinforcement
Timing: 3 days after Email 1 Theme: Tackle concerns with evidence
  • Directly address their main objection(s) with specific solutions
  • Provide data points or testimonials that counter these concerns
  • Emphasize unique advantages relevant to their situation
  • CTA: "Would you like more information on how we've helped others overcome similar challenges?"
Email 3: ROI Focus & Success Stories
Timing: 5 days after Email 2 Theme: Demonstrate concrete value and outcomes
  • Share detailed case study relevant to their industry/situation
  • Include specific metrics and timeframes for results
  • Connect ROI directly to concerns they expressed
  • CTA: "Let's discuss how these results could apply to your situation"
Email 4: Risk Reduction & Flexibility
Timing: 7 days after Email 3 Theme: Lower barriers to moving forward
  • Outline guarantees, trial options, or phased implementation approaches
  • Show flexibility in contract terms or timeline if applicable
  • Emphasize support resources available during onboarding
  • CTA: "Would a [smaller initial commitment/trial/guarantee] help you feel more comfortable moving forward?"
Email 5: Relationship Maintenance & Long-term Value
Timing: 10 days after Email 4 Theme: Keep door open while providing unexpected value
  • Share valuable industry insight or resource (not sales-focused)
  • Reaffirm understanding of their timeline and decision process
  • Position yourself as a resource regardless of immediate decision
  • Soft CTA: "I'm available when you're ready to revisit this conversation"
Bucket 4: Re-engaging Previously Interested Leads Sequence
Email 1: Thoughtful Re-introduction & Value Reminder
Timing: Day 1 of re-engagement campaign Theme: Non-intrusive reconnection with clear value reminder
  • Acknowledge the time gap without apology
  • Reference their previous specific interest point
  • Share relevant industry update or new development
  • Soft CTA: "Has this remained a priority for your organization?"
Email 2: New Information or Improvement
Timing: 4 days after Email 1 Theme: Introduce fresh value to restart the conversation
  • Highlight new feature, capability, or service enhancement
  • Connect this new element directly to their original interest
  • Include brief customer success story related to this improvement
  • CTA: "Would this new approach be worth discussing?"
Email 3: Industry-Specific Insights & Positioning
Timing: 7 days after Email 2 Theme: Establish expertise and relevance in their space
  • Share valuable industry research or trend analysis
  • Position your solution within the context of these trends
  • Include data points that create subtle urgency
  • CTA: "How are you addressing these industry changes?"
Email 4: Social Proof & Competitive Advantage
Timing: 10 days after Email 3 Theme: Build credibility and competitive differentiation
  • Showcase impressive customer results (metrics-focused)
  • Highlight awards, growth statistics, or new partnerships
  • Include subtle competitive differentiation points
  • CTA: "I'd be happy to share how these results compare to your current approach"
Email 5: Direct Value Proposition & Final Opportunity
Timing: 14 days after Email 4 Theme: Clear, compelling final outreach with incentive
  • Present straightforward ROI statement or value calculation
  • Include time-sensitive opportunity (assessment, consultation, special terms)
  • Acknowledge this as final follow-up in current campaign
  • Dual CTA: Strong action prompt with alternative "stay informed" option
Lead Nurturing Sequence
I recommend doing an email every 3-4 weeks for nurturing leads. We want them to keep you top of mind, but we do not want to pester them. Here is a sequence you can follow and take inspiration from:
10-Email Seinfeld Sequence for Lead Generation Services
Objective: To engage leads monthly over 10 months, offering actionable lead generation insights and tips.
  1. Email 1: Industry Landscape & Current Trends
Timing: Day 1 Theme: Establish expertise by framing the current market environment
  • Highlight evolving trends in your industry
  • Position challenges as opportunities
  • Establish thought leadership on current market dynamics
  • Soft CTA: "What trends are you seeing in your business?"
Email 2: Quick-Win Tactical Insight
Timing: Day 10 Theme: Deliver immediate value with actionable advice
  • Share one high-impact, easy-to-implement tip
  • Explain the specific benefit this tactic delivers
  • Keep it concise and immediately applicable
  • CTA: "Try this approach and let me know your results"
Email 3: Client Success Narrative
Timing: Day 20 Theme: Build credibility through relatable success stories
  • Feature a case study with specific challenges overcome
  • Include measurable results and ROI metrics
  • Emphasize the transformation rather than just services provided
  • CTA: "Would similar results impact your business goals?"
Email 4: Technology & Tools Overview
Timing: Day 32 Theme: Demonstrate knowledge of relevant solutions
  • Highlight useful tools and technologies in your space
  • Focus on practical applications rather than technical specs
  • Position your service within the technology ecosystem
  • CTA: "Which of these tools are you currently using?"
Email 5: Strategic Framework Deep-Dive
Timing: Day 45 Theme: Elevate the conversation to strategic thinking
  • Present a proprietary or proven methodology
  • Explain how each element drives business outcomes
  • Include visual representation of your framework/process
  • CTA: "Where does your current approach differ?"
Email 6: Industry-Specific Application
Timing: Day 60 Theme: Demonstrate specialized knowledge for their sector
  • Tailor insights to their specific industry challenges
  • Share industry benchmarks or comparative data
  • Show deep understanding of sector-specific nuances
  • CTA: "How are these industry challenges affecting your goals?"
Email 7: Consultation or Assessment Offer
Timing: Day 75 Theme: Transition from education to engagement
  • Offer personalized strategy session or assessment
  • Frame as limited availability high-value opportunity
  • Clearly outline what they'll gain from the interaction
  • Strong CTA: "Book your complimentary strategy session"
Email 8: Solution Optimization Insights
Timing: Day 90 Theme: Help improve their current approach
  • Provide framework for evaluating their existing solution/offer
  • Include assessment criteria and optimization checklist
  • Position as preparation for better results
  • CTA: "Is your current approach optimized for today's market?"
Email 9: Implementation Accelerators
Timing: Day 105 Theme: Focus on execution and rapid results
  • Share 3-5 actionable tips for immediate implementation
  • Emphasize speed-to-value and quick wins
  • Acknowledge common implementation challenges with solutions
  • CTA: "Which of these approaches could you implement this week?"
Email 10: Value-Based Decision Point
Timing: Day 120 Theme: Create natural conclusion with clear next steps
  • Summarize key insights from previous communications
  • Present clear ROI case for your solution
  • Include time-sensitive opportunity or incentive
  • Dual CTA: Primary action request with alternative "stay connected" option
80-90% Show Rate
There are a few things we can do, the main thing is the pre-call flow (next slide). These will be email/phone/text reminders leading the prospect into the call.
But what are some other strategies that we can use?
We first want to remove an option to cancel. If they want to cancel the meeting, they need to communicate with us so we can reschedule another meeting manually. This holds the prospect accountable.
We want to have our calendar on 15 minute increments, to give the prospect flexibility. Only allowing them to book in the next 3-5 days.
If you increase from 3-5 days, you run the risk of the prospect forgetting who you are when the call comes around.
Ringing the prospect on the day of the meeting to reconfirm the meeting.
Naturally, the target market you go after plays a big role in this. We cannot force prospects to show, but we can do our best to nurture them into the call. Show rates for B2C, biz opp offers, smaller more unserious companies → tend to be lower.
Pre-call Flow
Now a prospect has booked into your calendar, the work is not done yet.
We need to warm them up leading into the call. This first of all means not letting them book so far in advance so that they forget about you, as mentioned in the previous slide.
You need pre-nurturing flows in place to not only remind the prospect of the meeting at hand, but warm them into the call with the correct framing (next slide).
Here are my flows:
Immediately once call is booked send email → 24 hours before send email → 4 hours before send email → 30 minutes before send text message → 10-5 minutes before email saying meeting is starting
Framing The Prospect
In the pre-nurture flows, you need to be framing the call.
Position yourself as the authority and get their buy in prior to the call. Give them a reason to show up.
This includes sending over assets in those flows as 'material' to review. They can be:
  • Sales letter/VSL
  • Education on the offer
  • Case studies
  • General more information
We don't want them leading into the call forgetting what it is about, by that point the sale is much harder.
Optional is to record them a personalized loom.
Simple Pre-call Email Template
Hi [Name],
I'm looking forward to our call on [Day], [Date] at [Time] ([Timezone]).
To make our conversation as productive as possible, I've attached some materials that highlight what we'll be discussing:
This provides an overview of [key benefit/solution] and addresses [pain point]: link
Please take a few minutes to review these before our call if you can. If you have any questions while going through the materials, feel free to note them down for our discussion.
If you need to reschedule, reply to this email and let me know.
[Signature]
Closing
Now comes game-time. I am not a sales guru so there is going to be no content here on how to close a deal for your business.
However, if they don't close for whatever reason — remember to add them to the post call nurturing flow.
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