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Cold email for HubSpot and Salesforce partners.

This is the cold email plan we'd run for a HubSpot or Salesforce partner that serves one industry. The signals come from job posts and from the tools a company runs. Both are public.

Part 01

Is this for you?

Part 02

Your market.

Your market is every company in your industry with a sales team. Some already run HubSpot or Salesforce and need help keeping it clean. Others still track deals in spreadsheets and need it set up from scratch.

These are the signals worth looking for.

  1. 01

    They are hiring an admin

    A job post for a HubSpot admin or a Salesforce administrator on LinkedIn or Indeed is the strongest signal on this page. The company knows it needs help and has set aside money for it.

  2. 02

    They just started on the platform

    BuiltWith shows when a tool first appeared on a site. A company that moved onto HubSpot in the last few months is still setting it up.

  3. 03

    Their sales team is growing

    Several open sales roles at once means the old way of tracking deals is about to strain.

  4. 04

    They just raised money

    Crunchbase shows funding rounds. New money usually means a bigger sales team and a board asking for clean numbers.

  5. 05

    No customer database showing

    No HubSpot or Salesforce showing up in BuiltWith and a plain contact form on the site. There is a good chance they track deals in spreadsheets.

Part 03

Segments.

  1. 01

    Hiring an admin

    Lead with their job post. Offer to cover the role without the hire.

  2. 02

    New to the platform

    Lead with the setup steps that are easiest to skip in the first months.

  3. 03

    Growing sales teams

    Lead with the open sales roles and the reporting a bigger team needs.

  4. 04

    Newly funded

    Lead with the numbers their board will ask for.

  5. 05

    One sub-industry at a time

    A manufacturer's quote process and a software company's trial process need different setups. Build one campaign for each.

Part 04

Lead magnet.

  1. 01

    Their job post, answered

    Take their admin job post and write back how you would cover each duty on it. Put your cost next to the salary of the hire.

    It works because it answers a question they already asked in public. The next step is hiring you instead of the admin.

  2. 02

    The setup map for their industry

    A one page diagram of the pipeline stages and fields and reports a firm like theirs needs. Build it once for the industry and adjust it for each company.

    It works because it shows them what good looks like before they commit to anything. The build is the next step.

Part 05

Front end offer.

  1. 01

    Two hours of fixes, free

    Log in to their HubSpot or Salesforce and spend two hours fixing what bothers them most. Duplicate records or a broken pipeline or the report nobody trusts.

    It works because they feel the difference straight away. The rest of the list becomes the project.

    Book the session within a week of the call.

Part 06

The emails.

  1. 01

    The job post email

  2. 02

    The new setup email

  3. 03

    The direct email

    Swap {{proof_line}} for one real result of your own. A setup you did and what it fixed. If there is no result yet then leave the line out.

  4. 04

    The follow ups

    • Follow up one. Share one line from the answer. "First item on your job post was {{duty_1}}. That is weekly work for us already."
    • Follow up two. Offer the session. "Happy to spend two hours inside your {{platform}} free and fix whatever bugs you most."
Part 07

The list.

At small companies the founder or the head of sales owns the customer database. At bigger ones it is the sales operations lead.

Part 08

After they reply.

How much to expect.

Results depend on the offer and the list. Three outbound agencies that publish their own numbers land between one booked meeting per 1,000 people contacted and one per 2,000. One of them also tested 650,000 cold emails with a plain offer and got about 3 to 6 interested replies per 10,000 people.

Those are other people's numbers and not a promise about your market. Your market's number only comes from testing it.

Want this run for you?

We build and run this campaign for one agency per industry.

Book a call

Thirty minutes on your market and how we'd reach it.

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