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1 Copyright © LeadIQ, Inc. Do not distribute.
How to Put the
“Person” in
Personalization
and Get 10+%
Reply Rates
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
About Me
Copyright © LeadIQ, Inc. Do not distribute.
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)!
4
Team First Cold Email - Reply Rates
Copyright © LeadIQ, Inc. Do not distribute.
5
Today’s Agenda
Copyright © LeadIQ, Inc. Do not distribute.
1. Rethinking Your Cold Email Strategy
2. Tactical Advice
3. Breakdown Great Personalized Emails
6
Five General Best Practices
Copyright © LeadIQ, Inc. Do not distribute.
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
Types of Personalization
Copyright © LeadIQ, Inc. Do not distribute.
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
What’s your company's approach
to email outreach?
Copyright © LeadIQ, Inc. Do not distribute.
A. 1:Many B. 1:Few
C. 1:1 D. Self:Self
9
Openers & Sidenotes
Copyright © LeadIQ, Inc. Do not distribute.
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
Hierarchy of Personalization
Copyright © LeadIQ, Inc. Do not distribute.
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
Subject Line Guidelines
Copyright © LeadIQ, Inc. Do not distribute.
➔ 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
How much time do you spend on
personalizing an email?
Copyright © LeadIQ, Inc. Do not distribute.
A. < 5 min B. 5-10 min
C. 10-15 min D. 15+ min
13
Personalization Framework
Copyright © LeadIQ, Inc. Do not distribute.
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
Step-by-Step Process
Copyright © LeadIQ, Inc. Do not distribute.
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
Ideas to Get Started: Their Name
Copyright © LeadIQ, Inc. Do not distribute.
Tied a personal
experience in with
the personalization
Clever transition into
Value Prop
SUBJECT: It’s Katie… not Katherine, Kathy, Kathrine
16
Ideas to Get Started: Shared Interests
Copyright © LeadIQ, Inc. Do not distribute.
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
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)
18
Try LeadIQ Free
Visit LeadIQ.com/free

More Related Content

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 Copyright © LeadIQ, Inc. Do not distribute. 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)!
  • 4. 4 Team First Cold Email - Reply Rates Copyright © LeadIQ, Inc. Do not distribute.
  • 5. 5 Today’s Agenda Copyright © LeadIQ, Inc. Do not distribute. 1. Rethinking Your Cold Email Strategy 2. Tactical Advice 3. Breakdown Great Personalized Emails
  • 6. 6 Five General Best Practices Copyright © LeadIQ, Inc. Do not distribute. 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 Copyright © LeadIQ, Inc. Do not distribute. 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? Copyright © LeadIQ, Inc. Do not distribute. A. 1:Many B. 1:Few C. 1:1 D. Self:Self
  • 9. 9 Openers & Sidenotes Copyright © LeadIQ, Inc. Do not distribute. 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 Copyright © LeadIQ, Inc. Do not distribute. 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 Copyright © LeadIQ, Inc. Do not distribute. ➔ 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? Copyright © LeadIQ, Inc. Do not distribute. A. < 5 min B. 5-10 min C. 10-15 min D. 15+ min
  • 13. 13 Personalization Framework Copyright © LeadIQ, Inc. Do not distribute. 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 Copyright © LeadIQ, Inc. Do not distribute. 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 Copyright © LeadIQ, Inc. Do not distribute. 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 Copyright © LeadIQ, Inc. Do not distribute. 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)
  • 18. 18 Try LeadIQ Free Visit LeadIQ.com/free