Write a word for word agenda & POV statement on sales calls selling Cold Email + RevOps services to businesses. This is to be used as an initial hypothesis to test from Jan 15th & reassess based on DATA.
DO NOT READ LIKE A ROBOT … Pause & Speak Slowly
Opening: Hey {{first_name}}, How have you been? Noticed XYZ on your LinkedIn. Mind telling me a little bit more about that?
Agenda: Perfect, I appreciate you jumping on. The purpose of today's call is to learn a little bit about each other & see if we could be a fit. Totally understand we may not be one & that's perfectly fine.
Thought we could do three things 1) I can share what we're seeing in the space at the moment & particularly how it pertains to developing pipeline & see if any of those challenges are relevant 2) Would love if you share what you're noticing that has/hasn't been working 3) Leave 5 minutes for next steps, if there any. Does that sound okay?
Would you mind if I share a few things we're noticing in the space?
Cool, so overall we're noticing sales is really tough at the moment.
Firstly, pipeline creation is harder than ever. In fact, the EBSTA research shows it's 73% harder to create pipeline than 3 years ago. Inboxes are flooded. There's very little differentiation in products/services. It's hard to cut through the noise.
Secondly, win rates have gone down. It means sales people need 3x more pipeline coverage. But, we know it's harder to build pipeline in the first place.
Thirdly, sales leaders are expected to do more with less. Less budget. Less Resources. Less Headcount. to reach the same growth targets as they have had to before.
Given that that's what going, Sales Leaders are asking three common questions being asked.
And as such, it is both harder to get people into sales meetings & because close rates are down, it means you have to generate more pipeline in the first place. Again, not sure if you're experiencing any of this & this is just what i've heard from some of our clients. Curious, if you're noticing any of this?
| Service | Process Pain | Business Pain | Solve Uniquely |
|---|---|---|---|
| Google Ads | Struggling to target the right prospects efficiently on search platforms. High cost-per-click (CPC) with inconsistent lead quality. Time wasted on manual keyword adjustments and unoptimized campaigns. Difficulty tracking conversions and proving ROI to stakeholders. | Not generating enough enrollment leads to hit growth targets. Losing prospective students to competitors with better ad visibility. High customer acquisition costs (CAC) erode profitability. Missed opportunities from unqualified or low-intent traffic. | Instead of scattered targeting, we use data-driven keyword strategies to reach high-intent prospects (e.g., "RTO courses near me"), delivering meeting-ready leads. Instead of guesswork, we optimize bids and ad copy in real-time, slashing CAC and boosting conversions. Instead of manual tweaks, our tech stack automates campaign adjustments, freeing your team to focus on enrollments. Instead of vague results, we provide clear ROI reporting—e.g., "20 enrollments at $150 CPA"—to win stakeholder trust. |
| Facebook Ads | Inconsistent reach to broad audiences like parents or career switchers. Creative fatigue—ads lose impact without frequent updates. Slow lead nurturing due to poor retargeting or follow-up systems. Overwhelmed by managing multiple ad formats and placements. | Pipeline lacks volume—missing out on unaware prospects. Lower conversion rates from cold audiences not yet engaged. Wasting budget on broad campaigns with no clear funnel. Competitors dominate social feeds, stealing market share. | Instead of sporadic reach, we craft precise audience segments (e.g., "parents of teens") and engaging video ads, building a steady lead pipeline. Instead of stale creatives, we test and refresh 3-5 ad variants monthly, keeping engagement high. Instead of lost leads, we implement retargeting flows (e.g., "Download Our Course Guide") to nurture prospects into enrollments. Instead of complexity, our streamlined management maximizes your budget across Facebook and Instagram, outpacing competitors. |
Hey {{first_name}} – saw on your site you're in the {{specific industry space}} and it reminded me of one of our customers, {{Case Study}}.
{{Insert messaging on how you specifically helped that company}}
{{Insert messaging on what the case study company's results were.}}
If we could help you {{messaging to be tested}}, would that be useful to you?
Signature
Hey {{first_name}} – {{first line about why we are reaching out. Generated by the way we filtered the list or AI}}.
{{Messaging to be tested}}
Specifically, I think it could help you {{AI generated line about how this company could use it based on what the company does and the prospect's role}}
If we could help you {{messaging to be tested CTA}}, would that be useful to you?
Signature
Hey {{first_name}} – I was on the site and saw how you help {{AI generated mission}} and I had some ideas for you about how we can help increase enrolments.
{{Idea 1}}
{{Idea 2}}
{{Idea 3}}
The reason I ask is because we specifically help education & training companies increase students enrolments based on outcomes.
PS — We run a pilot to test we can help you at the beginning.
Hey {{firstname}} — I saw how you help people {{mission of what they do}} and wanted to reach out.
Mind if I ask, a lot of {{industry}} companies have said that lead flow slows down more than they'd like. Same for {{company_name}}?
The reason I ask is we've helped 10+ other {{industry}} clients generate leads on a performance basis.
Can I send across a 2 minute video to explain?
PS — How has New Zealand been lately? We're based across the bay. Always see beautiful photos of NZ.
Test 2: We've helped over 50 {{industry}} companies add pipeline in the last 2 years with our PPC + CRO system.
Test 3: The reason I ask is we have no annoying retainer or contract & work on a performance basis till we get you results.
Test 4: I put together a free landing page that would help boost conversion. Mind if I share it?
Test 5: We've helped over 50 {{industry}} companies add pipeline in the last 2 years with our PPC + CRO system.
Test 7: We just helped ABC, another {{industry}} company generate 25 sales in the last 3 months, and think we can do the same for {{company}}. Can I send some more info across?
Test 8: If I could help setup a PPC system without any ongoing retainers, would it be worth having a yarn?
Hey {{first_name}} – was on your builtwith and saw your website is integrated with Hubspot.
I'm guessing you use it for the workflows to nurture leads along the buying journey? It helps retarget leads over long periods of time.
The reason I ask is we're helping companies like Australian Vocational Academy increase MQLs in 2 months without a retainer or contract. Just based on performance!
Would this be something you're looking to solve as well?