How to Put the “Person” in Personalization and Get 10+% Reply Rates
- 1. 1 Copyright © LeadIQ, Inc. Do not distribute.
How to Put the
“Person” in
Personalization
and Get 10+%
Reply Rates
- 2. 2
What are your current average
reply rates?
Copyright © LeadIQ, Inc. Do not distribute.
A. < 2% B. 2-5%
C. 5-10% D. 10%+
- 3. 3
About Me
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Jamison Pence
Director of Sales Development at LeadIQ
● 15+ years in sales and the last 6 in Sales Development
● Coached 100s+ of Sales Development Reps
● SW Advantage, Force3, ZocDoc, Bizzabo, LeadIQ
● Consulted for Illusive, InSided (Now Gainsight), MVF
Fun Facts
● Maryland ➜ New York ➜ Austin
● Performed Stand up for 8 years between DC and New York
● Completed a half marathon on crutches
● Recently bought a house in Austin with my fiance (and tortoise)!
- 5. 5
Today’s Agenda
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1. Rethinking Your Cold Email Strategy
2. Tactical Advice
3. Breakdown Great Personalized Emails
- 6. 6
Five General Best Practices
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1. Connection-Based Economy
Be human. Sales isn’t going anywhere until robots are buying from robots.
2. Person > Persona > Company
Cover the Personal & Professional. People don’t care about your solution
until they see you care about them.
3. No Wasted Emails
If it looks like a marketing email then do not send it! You’re training your
prospects to either open or ignore you.
4. Develop a Process
Personalization at scale begins with a solid process. Most of your time
should be spent performing high-value activities.
5. Constant Iteration
Don’t let your outreach or process go stale.
- 7. 7
Types of Personalization
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1:Many
● <1% Reply Rates
● Rely on Dynamic Tags
{Company}, {Name}, etc.
● Destroys your email
sender reputation
● Hurts your company
brand
1:Few
● 2-5% Reply Rates
● Rely on common
characteristics
(i.e. Live in Austin, play
guitar, etc.)
1:1
● 6-10% Reply Rates
● Rely on specific
characteristics
(i.e. self-authored content,
bio interest, past
employment etc.)
Self:Self
● 10+% Reply Rates
● Rely on specific
characteristics (i.e.
self-authored content, bio
interest, past employment
etc.)
● Connected to yourself
and/or your team’s
experience
● Personal, Authentic &
Human lens
- 8. 8
What’s your company's approach
to email outreach?
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A. 1:Many B. 1:Few
C. 1:1 D. Self:Self
- 9. 9
Openers & Sidenotes
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Openers
Relevant Connections & Circumstances
● Most compelling & reason to engage
● Actual TeamLink Connection
● Account News - Above The Line (ATL)
● Lead News / Shares
● Career Changes (If previous job was a
customer)
Sidenotes
Assumed/Distant Connections & Circumstances
● Sweeten the message
● Content Downloads
● Account News - Below The Line (BTL)
● “P.S. -” OR “I also noticed..”
● Career Changes (No relevance from
previous Job)
- 10. 10
Hierarchy of Personalization
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Going through your reads:
1. Self-Authored Content:
a. Self-Authored Post on Linkedin, Podcast
(listennotes.com), Articles
2. Self-Attributed Hobbies/Interests
a. Interests in their bio, interesting employment
history, listed hobbies
3. Company Initiatives (If relevant to persona)
a. Product Releases, Expansion, Funding
Checkdown:
4. Transition-Based
a. Name meaning, Linkedin Recs (recent), College,
Location
- 11. 11
Subject Line Guidelines
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➔ Specific for everyone
➔ Specific to the first paragraph of personalization
➔ Tie to the person, not the value prop
➔ 1-4 words
➔ Goal of a Subject Line
◆ Get opened
◆ Don’t get stuck in spam
◆ Don’t bait & switch
- 12. 12
How much time do you spend on
personalizing an email?
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A. < 5 min B. 5-10 min
C. 10-15 min D. 15+ min
- 13. 13
Personalization Framework
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1. Personal Intro
2. Human Tone: It’s familiar, friendly, and
straightforward
3. Connect to yours or a colleagues shared
experience
4. Always utilize sidenotes
5. Value prop is related to what they care
about
6. F-Shaped, spaced and no block text
- 14. 14
Step-by-Step Process
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Step 1: Going through your reads
(Hierarchy of Personalization)
Step 2: Personalized intro
Step 3: Clever transition to tie personalization
into your industry or value prop
Step 4: Insert personal-based value prop
Step 5: CTA
Step 6: Insert sidenotes
Step 7: Tie subject line to personalized intro
- 15. 15
Ideas to Get Started: Their Name
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Tied a personal
experience in with
the personalization
Clever transition into
Value Prop
SUBJECT: It’s Katie… not Katherine, Kathy, Kathrine
- 16. 16
Ideas to Get Started: Shared Interests
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SUBJECT: Panthers Softball
Personalized intro & tied
it into a personal
connection
Clever transition into the
Industry or Value Prop
Persona-Based value
prop
Used a distant
circumstance to include a
sidenote
- 17. 17
Ideas to Get Started: Company Info
Personalized intro based on
their name with the reps
perspective
Clever transition into
the field of interest
Tie in company
information (10ks)
Flow into
persona-based value
prop
Company News (Product Releases, Job Openings, Financial Information (10ks), Funding Announcements)