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VCMP Growth · 5 practical checks

5 steps to prepare an outreach campaign a colleague can review

Move from a business worth researching to a relevant draft with a clear next action.

  1. Define one company that is worth a conversation

    Describe the buyer, the problem they can recognise and what would make the timing relevant. Add one reason to rule a company out before building your shortlist.

  2. Keep the reason for contacting them with the record

    Find a public source that supports the reason for reaching out. Save the source with the contact and date so another person can check it before approving a draft.

  3. Review duplicates and previous contact history

    Pick two records that may represent the same organisation. Check the company and earlier contact history with the owner of your list before either record moves forward.

  4. Draft one clear question for that buyer

    Use the research to write a short note about one relevant problem. Ask a colleague to check the named company, the evidence and the requested next step before approving it.

  5. Review conversations alongside activity

    After a small outreach round, look at replies and meetings next to the activity count. Record which buyer problem got a useful response and what your team will test next.

Your next step

Bring one audience, one current contact source and a sample draft you want to review.

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5 steps to prepare an outreach campaign a colleague can review