Commercial Outreach — B2B Consulting Sales
Purpose
Generate personalized, multi-touch outreach sequences for technology consulting prospects. Position the sender as a strategic advisor, NOT a product seller. Outreach must offer value (assessments, insights, benchmarks) rather than request demos or meetings.
Key Differentiation from SaaS Outreach
- Lead with insight, not features.
- Offer a diagnostic/assessment as the CTA, not a demo.
- Position as peer advisor, not vendor.
- Reference industry-specific challenges, not generic pain.
- Tone: executive, consultative, non-pushy.
Inputs
- prospect-profile.md — from
commercial-prospectingskill. - commercial-state.md — pipeline context.
- user_input — campaign parameters (channel, intensity, specific messaging angle).
Outputs (contract)
1. New File: outreach-sequence.md (per prospect)
Contents:
- Sequence overview: channel, number of touches, timing, objective.
- 5–7 touch sequence, each touch containing:
- Timing (day number) - Channel (email / LinkedIn / phone) - Subject line or hook - Full message body - CTA
- A/B variants for emails 1 and 3.
- Breakup email (final touch).
- Personalization tokens highlighted — what to customize per recipient.
- Follow-up triggers — what response warrants which next step.
2. Updated: commercial-state.md
Log outreach activity in the opportunity's entry.
Sequence Framework (7-touch default)
| Touch | Day | Channel | Purpose |
|---|---|---|---|
| 1 | 0 | Value-first — share insight relevant to their industry/challenge | |
| 2 | 3 | Connection request with personalized note | |
| 3 | 7 | Different angle — reference a relevant case or benchmark | |
| 4 | 10 | Engage with their content or share relevant article | |
| 5 | 14 | Offer a free mini-assessment or diagnostic | |
| 6 | 21 | Phone | Voicemail attempt (script provided) |
| 7 | 28 | Breakup — respectful close, leave door open |
For full templates by service line, subject line formulas, response handling, and timing guidance, see references/sequence-templates.md.
Guardrails
- NEVER use aggressive or pushy sales language.
- NEVER mention pricing in outreach — the goal is to earn a conversation.
- Every email must provide standalone value (insight, data point, benchmark).
- Personalization must go beyond
{{first_name}}— reference specific company context. - All CTAs must be low-commitment (15-min call, not a "sales meeting").
- Breakup email must be genuinely respectful, not passive-aggressive.
- LinkedIn messages must be shorter than emails (max 300 chars for connection requests).
Example
Touch 1 — Value-first email (Day 0) Target: VP of Operations at a logistics company considering data platform modernization.
Subject: Observation about {Company}'s fleet data challenge Hi {First_Name}, I noticed {Company} is expanding into last-mile delivery — that usually surfaces real friction in how fleet telemetry and route-optimization data flow through legacy systems. We recently helped a mid-market logistics firm cut their data-pipeline latency by 60 % during a similar expansion. The bottleneck wasn't where they expected. Would a 15-minute call to swap notes be worth your time? Happy to share what we found — no strings attached. Best, {Sender}
Touch 7 — Breakup email (Day 28)
Subject: Closing the loop Hi {First_Name}, I've reached out a few times and haven't heard back — completely understand; timing is everything. If modernizing {Company}'s data platform becomes a priority down the road, I'd welcome the conversation. Until then, wishing you and the team the best with the last-mile expansion. Best, {Sender}