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Cold email for marketing automation agencies.

This is the cold email plan we'd run for an agency that builds follow up sequences in HubSpot or Marketo for one industry. The best signal is free and takes two minutes. Fill in their form and wait to see what happens.

Part 01

Is this for you?

Part 02

Your market.

Your market is every company in your industry that gets leads through its website and has a sales process longer than one call. A lead that fills in a form and hears nothing for a week goes cold. That gap is what you sell.

These are the signals worth looking for.

  1. 01

    Form test

    Fill in their contact or demo form with a test inbox. Record what arrives over the next seven days. One auto reply and then silence is a clear opening.

  2. 02

    They already pay for automation

    BuiltWith or Wappalyzer shows HubSpot or Marketo on their site. A company paying for these tools and sending nothing after a form fill is wasting the money.

  3. 03

    Gated content with no follow up

    Download their ebook or register for their webinar. If nothing follows the download the content is collecting names and doing nothing with them.

  4. 04

    They pay for ads that feed a form

    Google Ads Transparency Center and LinkedIn Ad Library show who is running ads. Paid clicks that land on a form with no follow up waste the money twice.

  5. 05

    Hiring for marketing operations

    A job post for a marketing operations person or a HubSpot admin on LinkedIn or Indeed means the problem is known and nobody owns it yet.

Part 03

Lead list.

At small companies the founder or the head of marketing decides. At bigger ones it is the marketing operations lead or the head of marketing.

Part 04

Lead magnet.

  1. 01

    Form test walkthrough

    Fill in their form and track what arrives over a week. Then write the follow up sequence that should have gone out in their voice.

    It works because it shows the problem from the buyer's side and the fix is already written.

    Walk them through it on a 15 minute screen share. The sequence needs their input on what happens after a lead replies and who on their team takes the call. The next step is someone building it.

  2. 02

    Sequence for their best asset

    Five follow up emails written for the ebook or webinar they already promote.

    It works because they already know which asset brings in the most names.

    Go through the emails on a call so they can check the claims and the offer at the end. Building it into their tool is the natural next step.

Part 05

Front end offer.

  1. 01

    One sequence built free

    Build and switch on one follow up sequence for their busiest form inside their own HubSpot or Marketo. They approve the emails first.

    It works because they watch it run on their own leads. The rest of their forms become the project.

    It starts with a 20 minute call to pick the form and get access to the tool. Have it live within a week of that call.

Part 06

Emails by segment.

Each segment gets its own email because a specific email gets more replies than a general one. Split each segment by sub-industry too so the examples in the email fit the reader.

Keep each email under 100 words with one reason for writing and one line of proof and one offer and one question. The proof lines are examples of the kind of result to use. Swap in real results of your own before anything goes out.

  1. 01

    Silent forms

    Lead with the form test. Give the date and what arrived and offer the walkthrough.

  2. 02

    Tool owners

    Lead with the tool they already pay for and the sequence it could be running. Offer the free build.

  3. 03

    Ad spenders

    Lead with one of their ads and where it sends people. Ask for a call directly.

  4. 04

    Gated content

    Lead with the asset you downloaded and the follow up that never came. Offer the sequence.

Part 07

Follow ups.

Send two follow ups in the same thread three to five days apart.

Part 08

From reply to meeting.

Each reply should end in a booked meeting that actually happens. The lead magnet and the offer get delivered on that call and never go out as a file to read later.

The replies below cover the three ways people say yes.

  1. 01

    Lead magnet reply

    They asked for the sequence. The call checks it against how their team works.

  2. 02

    Front end offer reply

    They want the free build. The call picks the form and sorts out access.

  3. 03

    Direct call reply

    They said yes to a call. Tell them what they'll leave with so they show up.

How much to expect.

Results aren't guaranteed and nobody honest can promise a number before the first emails go out. A few things decide how a campaign does.

The first few weeks show how the market responds. The list and the copy and the offer get sharper from there.

Want this run for you?

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

This page is a starting point and a strategy we'd happily test ourselves. Working together gives us more context on your agency. That context lets us add better strategies and build better lists and offers and automations for you.

Book a call

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

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