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Home > Blog > Outbound Playbook: Tips and Tactics for Running Cold Email

Outbound Playbook: Tips and Tactics for Running Cold Email

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Outbound isn’t for the faint of heart.

It’s tough because you’re essentially reaching out to prospects who may have never heard of your brand before. And since you’re cold-starting the conversation, you have sentences – if not words – to get the conversation going.

Our Outbound Playbook: From Prospect to Pitch breaks down the essentials for launching high-quality outbound campaigns.

Here are several excerpts from the playbook.

Tl;dr summary

  • A strong sales persona includes company details, pain points with solutions, competitor names, objections, tone guidelines, and sample emails.
  • A clean lead list removes bad contacts and stays segmented by relevance to boost replies and cut costs.
  • Cold outreach uses secondary domains with authenticated, warmed-up mailboxes and slow volume ramps to protect your main domain.
  • Great cold emails are under 50 words, feel personal, avoid generic intros, and focus on the reader’s pain.
  • Strong messaging highlights business outcomes using simple frameworks like AIDA or JTBD.

Figuring out your sales persona

Sales personas are the “secret ingredient” for effective outreach, especially if you use AI sales platforms to generate content and run your campaigns. It’s only logical that they are the primary focus of this article. However, the sales persona thing is much more than that. So stay tuned.

While there’s no 100% “tried and true” way of building a persona, these are the essentials you’ll need to include:

  • Prospect data (company, industry, title)
  • Prospect pain points
  • Solutions provided by your offer
  • Competitors
  • Social proof (testimonials, reviews)
  • Reasons to trust you
  • Responses to objections
  • Tone of voice & style
  • Examples of good emails

Here’s a closer look at each part.

Specify the company, industry, & position

These are the basic parameters you’ll need to start from. They provide the foundation for all of the other parts of your persona.

For example, a CTO will usually have different pains compared to a VP of Engineering.

This is because they care about different things – The CTO is concerned with the company’s overall technology health, while a VP of Engineering focuses on engineering processes and productivity.

Importantly, keep this rule in mind: one persona, one position

If you want to target CTOs and CEOs, you’ll need two different personas – one for each role.

Outline 3-5 pain points for each position and/or industry

3-5 pain points is the Goldilocks zone. 

It’s not too few that your sales team will struggle to find something to say, and it’s not too many that the persona becomes overly prescriptive, unwieldy, and difficult to use.

Descriptions should be brief but tailored to the lead’s company size, industry, and title. 

GoodBad
[Position] needs to save time on routine tasks, such as drafting NDAs and sales agreements [due to reduced headcount caused by [fintech venture capital downturn]]Need to save time on document drafting

The square brackets indicate optional areas of personalization that you should add if you have that depth of understanding. Armed with this information, you should materially improve conversion rates.

Map one solution to each pain point

Explain how your software helps solve each of these pains. Descriptions should be focused on solving the pain instead of the software’s features. 

For easier pain-solution mapping, we recommend creating an equal number of solutions to pains. In other words, if you list 4 pains, you should list 4 solutions.

State your key competitors and why you’re the better choice

This section should mention your top competitors and how you’re better than they are. Ideally, your reasons should be tailored to your audience. 

For example, if you’re selling Windows laptops to high school students, you might emphasize how more games are available on Windows than Macbook. Now if you’re selling laptops to lean start-ups, you may end up drawing attention to the affordability of Windows machines.

In the persona, you might write this out like:

“Your main competitors are [competitor A], [competitor B], and [competitor C]. You are better than them because [reason 1], [reason 2], and [reason 3].”

Alternatively, you can focus on tools people use to solve the problem you’re addressing, even if it’s something as simple as combining email and Google Docs.

Add customer testimonials to build credibility and show customer trust

This is the most important part of the persona. Social proof plays a key role in sealing deals.

Customer stories should be 2-3 sentences long and highlight in a very specific way how a customer solved their problem with your software. Relevance is critical, because no relevance means you didn’t do your homework.

If possible, your social proof should mention names and numbers, like $ saved, % of productivity gained, etc. 

Highlight reasons to trust you

One of the biggest obstacles in cold outbound is a lack of trust. If you get an unsolicited email, you may think it’s a scam. 

To increase your chances of success, you need to give people reasons to trust you.

Here are a few examples: 

  • Alum of Y Combinator
  • Alum of a famous university (e.g. Harvard, Stanford, Dartmouth)
  • Ex-employee of a major company (Google, Microsoft, Goldman Sachs)
  • Renowned expert in the field
  • Customers include famous companies
  • Awards

Once your personas are ready, start addressing common objections as the next step to effective email communication.

Explain how to handle common objections

Prospects frequently bring up the same or similar objections, such as:

  • “We already use [competitor]”
  • “We don’t have the budget”
  • “I don’t think we need this”
  • “The price is too high”
  • “I need to speak with [decision-maker] first”
  • “This isn’t a top priority right now”

Just because they have an objection doesn’t mean you need to give up. Instead, you should keep track of objections, identify which ones are most common, and strategize 1-2 standard answers that address the objection.

[Guide]

Quick & Dirty Guide to Creating Personas
Find out what you need to include in your sales personas if you plan on using generative AI for sales
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Describe the tone of voice and style

Emails can range anywhere from geeky and technical to simple and casual. If you want, you can even send emails in Shakespearean English. As he famously put it, “The world is your oyster.”

The choice of tone and style is ultimately up to you, but you should pick one that will resonate the most with your audience.

Provide examples of good emails

ChatGPT is frequently criticized for the poor quality of sales emails it generates. The most common complaints are that the emails are too long, verbose, and unrealistic for sales. 

In other words, the emails don’t sound like a person.

The way to solve this is to include your own examples of good emails into the persona.

In the case of AI-powered outbound, you might specify that AI cold emails should be:

  • Short – No more than 50 words and 2-3 short paragraphs with concise subject lines
  • Straightforward – No “beating around the bush”
  • Personalized – Content is tailored to the lead’s interests
  • Relevant – Content addresses the lead’s situation 

3-5 email templates or real examples is the Goldilocks zone for this part of the persona. If you provide too many, the persona will become too unwieldy whereas too few may make the persona overly prescriptive.

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Once you’ve defined who you’re reaching out to and how you’ll speak to them, the next step is finding where to reach them. That starts with building a high-quality lead list.

Find and collect quality email leads

With your sales personas and outreach angles in place, the next step is finding people who fit that profile right now.

The old way, which is buying a big static list and chopping it up, often leaves you with stale data. A better approach is to define the right slice of the market and spot signals of buyer readiness, and then finally, source and prepare your list.

Spot signals of buyer readiness

A large list doesn’t mean a relevant one. Even precise segmentation isn’t enough without timing. Buyer-readiness signals show who’s most likely to act now:

  • Funding rounds – companies with fresh capital are often scaling and open to new vendors.
  • Hiring patterns – job postings suggest operational gaps and growing budgets.
  • Regulatory deadlines – compliance pushes often trigger fast buying cycles.
  • Tech stack changes – switching or adding tools creates integration opportunities.
  • Seasonal cycles – industries like retail, logistics, and education often have predictable windows.

AiSDR’s Lead Discovery engine helps you filter leads by the intent signals, including funding, hiring intent, tech stack, LinkedIn engagement, and even news coverage. Once defined, you can import matching contacts directly into your campaigns or sync them from HubSpot lists. This way, your outreach starts with live, high-intent data instead of static CSVs.

Segment your audience for real personalization

When you reach the right slice of your market at the right moment, reply rates climb. Instead of plowing through old data, you build a live list every time.

Try segmenting by:

  • Role: Target Heads of Sales who are currently hiring SDRs, not just anyone with a sales title.
  • Company size: Find startups that just closed Series A, or enterprises rolling out new compliance programs.
  • Industry: Reach logistics firms expanding fleets this quarter, or SaaS teams rebuilding their analytics stack.

Examples of personalized openers:

  • Fintech CTO: “How are you handling vendor risk after the latest compliance updates?”
  • Retail HR: “Shift scheduling eats hours, automation is saving 8+/week for teams we work with.

With AiSDR, you don’t plow through static lists. You define the segment first, then pull a fresh list from a 700M+ contact database using dynamic filters. Messages get personalized with built-in sales frameworks, and outreach runs across email, LinkedIn, and SMS with smart follow-ups. Everything happens on one platform, so no outdated contacts or bouncing between tools.

Segment your audience for real personalization

When you reach the right slice of your market at the right moment, reply rates climb. Instead of plowing through old data, you build a live list every time.

Try segmenting by:

  • Role: Target Heads of Sales who are currently hiring SDRs, not just anyone with a sales title.
  • Company size: Find startups that just closed Series A, or enterprises rolling out new compliance programs.
  • Industry: Reach logistics firms expanding fleets this quarter, or SaaS teams rebuilding their analytics stack.

Examples of personalized openers:

  • Fintech CTO: “How are you handling vendor risk after the latest compliance updates?”
  • Retail HR: “Shift scheduling eats hours, automation is saving 8+/week for teams we work with.

With AiSDR, you don’t plow through static lists. You define the segment first, then pull a fresh list from a 700M+ contact database using dynamic filters. Messages get personalized with built-in sales frameworks, and outreach runs across email, LinkedIn, and SMS with smart follow-ups. Everything happens on one platform, so no outdated contacts or bouncing between tools.

Buy B2B email lists only when it’s worth it

Buying contact lists can be a shortcut to reaching qualified prospects if you’re using verified B2B sources, not scraped lists.

It makes sense when:

  • You want to test new segments fast
  • You don’t have the time or tools to collect manually
  • You work in a niche with clear firmographic filters

What to avoid:

  • Public dumps or outdated CSVs from shady marketplaces
  • Lists without verified domains or job titles
  • Anything without opt-out-ready formatting

AiSDR helps you clean, verify, enrich, and segment even purchased lists, combining premium databases and your own data in one flow. No switching between tools, no domain burnouts.

Also, regularly cleaning your email list helps reduce both wasted effort and software costs tied to subscriber counts. Many platforms charge based on the number of subscribers, but with AiSDR, you only pay for the emails you send, with list management and other features included in your subscription.

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Structure your cold email the right way

Strong cold emails often touch on four questions:

  • How can you help?
  • Who are you?
  • Why should I care?
  • What should I do next?

Not every email has to include all four at once. Depending on your framework and audience, you might spread these elements across a multi-step sequence.

For example, a first-touch email can focus on “Why should I care?” and “What should I do next?”, while later touches bring in credibility (“Who are you?”) or depth (“How can you help?”).

Here’s the structure that hits all four and actually gets replies.

The formula for a successful email

  • Clear goal: Know exactly why you’re reaching out (demo, intro, nudge)
  • Punchy subject line: 3-5 words that signal pain or value
  • Audience focus: No personalization = no replies
  • Value up front: Lead with what’s in it for them
  • Proof: Add a name, stat, or outcome
  • Call to action: Frictionless. In early touches, avoid pushing for a big step too soon. Light asks like “Would this be relevant?” or “Should I send more detail?” are good. 

As the sequence progresses and interest grows, you can move toward direct CTAs like “Open to chat?” or “Schedule a 30-minute call.”

  • Signature: Name, title, company, maybe LinkedIn — that’s enough

Keep it short enough to skim and long enough to say something real – 125 words will do.

If you don’t want to start from scratch, you can use an email framework.

Email framework: What is it and when to use it

Frameworks give you more structure than a blank page, but more freedom than a rigid template.

They guide what to write in your:

  • Subject
  • Greeting
  • Body
  • CTA
  • Closing

Some go-to options:

  • AIDA (Attention – Interest – Desire – Action)
  • 3‑B (Brevity – Bluntness – Basic)
  • Justin Michael Method – fast and human
  • Jobs-to-be-Done – outcome-driven
  • 4‑T (Trigger – Think – Third-party – Talk)
  • PAS (Problem – Agitate – Solution)

AiSDR was trained on all of them and frameworks from 50+ top SDR teams. Use what’s built-in or automate your own playbooks.

Email context: Business benefits over features

Your prospects care more about how your solution will improve their lives or workflows than about what your product actually does. They often view product features as a kind of “facade.” Your job is to show what’s behind it: the real-world impact on their goals or challenges.

For example, instead of saying, “Our software provides advanced analytics,” explain, “Our platform helps you identify revenue opportunities faster, saving hours of analysis time.” This approach makes your pitch relatable and actionable.

The best time and day to send cold emails

Quick answer on when to send your emails:

  • Best days: Tuesday to Thursday
  • Best hours: 8-10 am or 4-6 pm, in your prospect’s time zone

But “best time” is never one-size-fits-all. These time slots are well known, which means they’re also crowded. Inboxes fill up fast at those “golden hours.” Instead of copying everyone else’s playbook, treat timing as something to test and adjust.

Here’s how to make timing work for you:

  • Match time zones: nobody likes a 3:14 AM ping.
  • Study work rhythm: executives may skim emails before meetings, ops teams reply after shifts, HR managers often check during lunch breaks. 

Look at LinkedIn activity, past reply timestamps, or even their posting schedule; that’ll tell you when they’re actually online.

  • Track replies, not opens, as they don’t equal interest.
  • Avoid dead zones: Monday mornings are usually chaotic. Friday afternoons often see low focus, as people try to wrap up before the weekend or keep up the appearance of activity. 

That said, context matters: in some regions, like the Arabic world, where weekends fall on Friday–Saturday, end-of-week dynamics look different, so mind that and adjust the campaign.

  • Watch day-by-day patterns: late evenings or early mornings can work better when inboxes are less crowded.
  • Mix in off-hours tests: late evenings or early mornings can cut through noise when inboxes are quieter.

Don’t set and forget. Try, test, adjust.

Use multiple email addresses to protect your domain

Relying solely on your primary domain for cold emailing can hurt its reputation. Flagged emails can affect your visibility, lead to Google penalties, or – worse – get you blacklisted. Instead, set up secondary domains and email accounts to keep your main domain safe and ensure better email deliverability. With this strategy, spam filters won’t block your emails, and your main domain will stay secure.

This highly recommended best practice does require careful setup and accurate configuration. You’ll need a distinctive domain that aligns with your email service provider’s sending limits and comes from a reliable registrar. On top of that, configuring SPF, DKIM, and DMARC settings is a must for authenticating your emails and keeping them out of spam folders. 

With AiSDR, automation steps in to handle secondary domains and email accounts for you:

  • Dedicated domains: We create at least two additional domains, redirecting them to your main website.
  • Multiple mailboxes: Each domain gets three mailboxes, fully configured with DMARC, DKIM, and SPF for authentication.
  • Mailbox warm-up: Before sending, every mailbox undergoes a continuous warm-up process to build trust with email providers.
  • Volume control: Email limits are gradually increased, starting with just 5 emails daily per mailbox and maxing out at 30 emails.

This automated approach ensures high deliverability, scalability, and the long-term health of your domain – all without extra effort on your part.

Let AI handle and refine your cold outreach

AI helps SDRs write better emails, test sharper angles, and spot what’s working—without digging through spreadsheets. That’s already happening across thousands of teams.

But what does it actually do?

Here’s what AI brings to cold outreach, step by step:

Acting as your independent cold outreach guru

AI tools act as an extra team member capable of handling prospecting, writing, sending, follow‑ups, and inbox management all in one place, with the utmost automation level. 

AiSDR analyzes and scores the leads you provide based on buyer intent signals, engagement patterns, and digital behavior. Then, it qualifies them against your campaign criteria and adds the matching leads into the outreach sequence.

Writing deeply researched, high-converting messages

AI crafts conversion-focused messages that adjust tone, structure, and content based on buyer signals. AiSDR, for instance, adds live context from behavioral signals (e.g., LinkedIn activity, intent/news data), enrichment from multiple data sources, and live AI personalization right in the Sequence Builder. Powered by OpenAI o3, it scans a lead’s digital fingerprint and surfaces three product‑specific insights they’re likely to care about.

It applies 50+ proven frameworks and adapts content based on the lead’s segment and campaign logic; dynamic fields like company name, job title, or past interactions are filled in automatically.

You can even include AI-generated LinkedIn voice notes or videos in your sequences. Record a quick sample once, and the AI creates personalized audio/video messages that go out to each lead as part of the flow.

Managing campaign setup end-to-end

Outreach is built as a chain of steps. You need a strategy, then leads, then channels, sequences, follow-ups, and deliverability. Miss one, and the whole flow slows down. AI connects these pieces and keeps the campaign moving.

AiSDR makes this process explicit and easy to follow:

  • AI Strategist. Drop in your website, and the AI generates five outreach strategies tailored to your business. Examples include targeting lookalike customers or going after companies that just raised funding and are scaling support teams.
  • Lead management. Access ZoomInfo and LinkedIn data providers with all their filters, from recent job changes to LinkedIn posts. You can also run look-alike searches: give the AI a few of your best customers, and it finds more companies like them.
  • Lead qualification. Define what matters: recent fundraising, pricing complexity, quality, or other signals. Companies that match get added straight to your account and outreach list.
  • Website and social signals. Add a tracking pixel to your website, and AiSDR automatically follows up via email and LinkedIn. With social signals, you define an audience, say, people talking about AI in sales, and the AI surfaces influencers and profiles to connect with.
  • Inbound. Connect active or static lists via Hubspot integration. Any property from the profile, like what someone downloaded, can be used to personalize outreach.
  • Persona setup. Define your voice, highlight your audience’s pain points, and explain how your product solves them. Then name the campaign and set a goal, usually booking a demo or sparking a reply.
  • Sequence builder. Drag and drop the order, for example, email → connection request → post link. AiSDR then builds the full sequence automatically, unique for each prospect. Options include plain text, memes, video emails, connection requests, and likes.
  • Voice notes in campaigns. Record a quick 5–10 second sample. AiSDR uses it to create personalized LinkedIn voice messages that go out to each lead as part of their sequence.
  • Follow-up logic. Run campaigns with multiple follow-ups. Replies and objections are either handled by AI or escalated to you by email.
  • Deliverability. Automatically warm up and check your mailboxes weekly.

The result is a campaign that runs from strategy to execution, until the leads are handed over to the sales reps. You see every step, but the AI does the heavy lifting in the background.

Using buyer personas to tailor messaging

AI can be taught who your target buyer is, their role, what they care about, and what kind of problems they’re likely dealing with. Once it knows the persona, it helps shape outreach that actually feels relevant. No guesswork, no copy-paste messaging, just emails that speak your prospect’s language.

AiSDR includes a persona builder that lets you define your audience: their role, industry, goals, and problems, along with your offer and campaign angle. The system uses this input to guide messaging across sequences, adapting each message to match the persona’s expectations and mindset.

Keeping your domain healthy

Inbox and domain health are critical for cold outreach. AI can track bounce rates, spam flags, and domain performance. It can rotate sending addresses, spread volume across multiple inboxes, and suggest changes based on engagement trends. While it doesn’t handle DNS setup itself, it helps keep deliverability steady over time.

AiSDR connects with Gmail and Outlook and automates SPF, DKIM, and DMARC setup. It warms inboxes, rotates domains, and tracks metrics like spam complaints and bounce rates, reducing the risk of getting flagged or blacklisted.

Testing smarter and faster

Testing cold email campaigns manually takes time, and it’s easy to miss what’s actually moving the needle. AI helps speed this up by comparing factors like email length, CTAs, sending times, frameworks, and even which value propositions or case studies resonate most with a given audience segment. Instead of just tweaking subject lines, you can learn which approaches work best by persona, industry, or channel.

Tracking performance across all campaigns

AI can analyze opens, replies, click-throughs, and booked meetings across multiple sequences. It collects metrics to spot what’s working and why. For example, it might show that shorter subject lines get more opens in B2B services, or that follow-ups on day 3 perform better than day 1 in healthcare outreach. It can also compare performance by persona, industry, or time of day.

AiSDR offers a centralized dashboard where you can track opens, replies, meetings booked, and campaign performance across as many accounts and seats as you use. It organizes data by campaign, helping you fine-tune messaging and timing without guesswork.

Handling follow-ups and replies

As you know, follow-ups take up a huge chunk of time in cold outreach, and AI can handle most of that work. It can schedule and send follow-ups, respond to common objections, handle out-of-office replies, and pause or adjust sequences based on how prospects respond. It can even flag messages that need a human reply.

AiSDR won’t just pause when a reply comes in; it responds and runs the conversation on autopilot. Whether it’s scheduling requests, standard objections, or an out-of-office response, AiSDR keeps things moving and adjusts the flow intelligently.

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Mind the psychological aspects of cold outreach

Great cold emails work because of structure, timing, or deliverability, and when they’re written for actual living beings. As long as you’re sending to humans, not just mailboxes, psychology still matters. Since you’re trying to connect with someone who could become a long-term customer, here are some pieces of advice on how to speak to the person behind the inbox, not just the inbox itself.

Make it about them, not you

People don’t care what your company does; they care what it does for them. Emails that use “you” early tend to outperform those focused on “I” or “we.” Prioritize user-first language right from the subject line so you stay focused on your reader’s needs, not your pitch.

Use social proof the right way

Name-dropping feels off if it’s not relevant. But referencing industries, similar teams, or results from comparable companies builds credibility.

Instead of saying “We’ve worked with X,” say:

“We helped a company in [their industry] cut response time by 40%. Thought you might want a peek.”

Understand, don’t convince

Pushing prospects into agreement usually backfires since it creates resistance instead of trust. A stronger approach is to show you understand their context and explore it with questions that reveal how they’re thinking about priorities, timing, and trade-offs.

Try:

  • “If budget is tight right now, where does this stand on your long-term priority list?”
  • “How are you handling [pain point] today, and what would make that process easier?”
  • “Sounds like timing might be tricky. Is this something you’d revisit next quarter?”

Not:

  •  “Let me explain why this is the right fit for you.”
  •  “This is exactly what your team needs, you just don’t know it yet.”
  • “Sounds like there might be more moving parts on your side. Want to keep this light for now?”

Skip filler; say what matters

Phrases like “Gotcha,” “That makes sense,” or “Let me know if you have any questions” don’t add value. Worse, they sound like automation filler.

Instead, ask something real or clarify something specific. Be clear, or don’t write it at all.

 “Do you want to move this forward or pause it here?” > “Just checking in!”

Create urgency without pressure

Scarcity tactics are easy to spot — and easier to ignore. If you want urgency, tie it to something real: a budget cycle, a product launch, a shift in timing.

Try: “Several companies in [their space] are launching Q3 campaigns right now — figured this might be a good window for you too.”

If you’re using AiSDR, things like tone, phrasing, and buyer context can all be built into your persona, frameworks, and campaigns. But even with automation in place, the words still matter, and how you say something can make all the difference.

Observe legal rules for cold emailing

Cold outreach isn’t lawless. Laws vary around the world — and breaking them can lead to fines, blacklisting, or worse. Here’s a guide to key regulations in major regions:

The United States has the CAN-SPAM Act

Cold emailing is allowed for both B2B and B2C, but the law requires:

  • A visible unsubscribe option
  • Honest subject lines and sender info
  • Your physical address in the footer

The European Union: GDPR + ePrivacy Directive

B2B cold emails are allowed under “legitimate interest.” It means you should be able to clearly explain why the contact is relevant and offer an easy opt-out. B2C cold emails typically require prior consent. Some tips on how to comply:

  • Justify “legitimate interest”
  • Avoid sensitive data
  • Include unsubscribe and company info

United Kingdom’s PECR + UK GDPR

B2B cold emails are permitted under legitimate interest, with an opt-out. It’s very similar to EU rules.

Canada: CASL (Canada’s Anti-Spam Law)

One of the strictest laws. Even B2B cold emails usually require implied or express consent:

  • Sender’s identification and business contact info
  • Clear unsubscribe option
  • Consent must be documented
  • Publicly available emails are not always sufficient

Australia and the Spam Act 2003

Cold emails are allowed if consent is express or inferred (in B2B). You must:

  • Identify the sender
  • Include contact info and unsubscribe
  • Stop sending if they opt out

Note: This is a high-level overview, not legal advice. Cold emailing laws are complex and vary not just by region, but often by country and email type (B2B vs B2C). Many Asian and Middle Eastern countries have separate legislation not listed here. Always consult the latest local regulations or a legal advisor before launching any campaign.

5 mistakes in cold emailing that kill responses

Avoid these common cold email traps before you hit the send button:

  1. Generic messaging with no relevance

If your email could be sent to anyone, it won’t get a reply. Prospects ignore vague intros, broad value props, and overused template lines that sound automated. It doesn’t matter if the content is technically accurate. If it feels mass-produced, it gets deleted.

How to fix: Show them you know them. Reference the goals they mentioned publicly, company updates, recent activity, or a pain point they actually care about. The message should feel like it was written for them and not pulled from a generic template. 

With AiSDR, this is mostly automated through built-in frameworks that combine CRM data, custom fields, campaign context, and 50+ tested templates.

  1. Targeting the wrong persona

Let’s not end up pitching sushi to a steakhouse. Even if your email is perfect, it won’t matter if the person isn’t the right fit or has no buying power at all.

How to fix: Get clear on two things: who you want to reach and when they’re most likely to care. Role, company size, industry, and intent. With AiSDR, you can set qualification rules that pick up real buying signals, like recent hires, funding, pricing complexity, or quality. If a company matches, it’s automatically added to your outreach list.

From there, the campaign builder makes sure you’re aiming at the right persona, and the persona prompt tells the AI how to talk to them: their pains, their language, and the value props 

  1. No clear reason to respond

If it’s unclear why the recipient should reply or what the benefit is, they won’t. Many emails skip the “what’s in it for me?” part or bury it too late.

How to fix:  Lead with value. Show the problem you solve or the outcome they’ll get, then make your ask. One focused CTA is enough, but it should come after you’ve answered the unspoken question: “Why should I care?”

  1. Poor email structure or formatting

Poor formatting, weak subject lines, or dense paragraphs can sink even solid content. If it’s hard to skim, it won’t get read. If it’s too short to add value or too wordy to keep attention, it gets ignored.

How to fix: Keep it short (3-5 sentences), use line breaks, and go for clear over clever. Think mobile-first. With AiSDR, this comes built-in. The email frameworks follow tested formats: short, structured, and easy to read. Subject lines and CTAs are included, and you can A/B test variations to see what performs best.

  1. No follow-up or inconsistent timing

Most replies come after follow-ups, not the first email. Many SDRs stop too soon or follow up randomly.

How to fix: Use a multi-step sequence with consistent timing. Vary the content slightly in each touch and make sure you’re adding real value every time. And yes, AiSDR handles all follow-up timing and logic automatically.

Get your copy of AiSDR’s Outbound Playbook

In addition to the information above, the playbook also contains:

  • Extra insights about what to include in personas
  • Guardrails to set up for email creation
  • Emails templates you can add to your persona
  • Tactics for obtaining, cleaning, segmenting, and enriching leads
  • Instructions on setting up custom email domains
  • Email metrics and performance benchmarks you should be tracking

Download Outbound Playbook: From Prospect to Pitch and start setting up outbound that grows your business.

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FAQ 

Isn’t cold emailing and email marketing the same?

Positively not. Cold emailing is sending unsolicited emails to people who haven’t interacted with your business. It’s a direct way to reach potential clients for the first time.

Email marketing, however, targets people who have already shown interest in your business or have opted in to receive emails. It’s an ongoing effort to nurture relationships and promote offers.

In short, cold emailing is used for initial outreach, while email marketing is about maintaining contact with existing or interested leads.

Are cold emails legal?

Yes, cold emailing is legal, but it must comply with certain regulations. In the United States, the CAN-SPAM Act of 2003 sets the rules of the game: emails must have an opt-out option, accurate sender info, a matching subject line, and a physical business address. Unsubscribed contacts must be removed within 10 days. 

For EU residents, the GDPR applies, requiring a legitimate reason for contacting the person, a clear explanation of how you obtained their email, and an easy unsubscribe process. Regularly cleaning your email list is also important to stay compliant. Always review local laws for full compliance.

How long should a cold email be?

Cold emails should be short, clear, and to the point. Aim for 3-5 brief paragraphs or 125-150 words. Anything longer than 200 words risks losing the reader’s attention. Keeping your message concise ensures that it is easy to read and highlights only the essentials.

Instead of focusing on product features, emphasize the benefits for the recipient. You can tell a short story or share a case study to illustrate the value, but keep it simple and avoid overwhelming the reader with unnecessary details. Always stay polite and professional.

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Featured image for AiSDR blog Outbound Playbook: Tips and Tactics for Running Cold Email
Dec 3, 2025
Last reviewed Dec 3, 2025
By:
Joshua Schiefelbein

Outbound isn’t for the faint of heart. To simplify it, our Outbound Playbook breaks down the essentials for good outbound campaigns

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TABLE OF CONTENTS
1. Figuring out your sales persona 2. Find and collect quality email leads 3. Structure your cold email the right way 4. Use multiple email addresses to protect your domain 5. Let AI handle and refine your cold outreach 6. Mind the psychological aspects of cold outreach 7. Observe legal rules for cold emailing 8. 5 mistakes in cold emailing that kill responses 9. Get your copy of AiSDR’s Outbound Playbook 10. FAQ 
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