Step 1: Build your introduction sequence

  1. Create the skeleton of your introduction sequence
    1. List how many messages you’ll send before stopping the sequence
    2. List a channel for each touchpoint
    3. List a media for each touchpoint
    4. Define a cadence (time between each touchpoint if you receive no answer)
  2. Pick a messaging template (or build your own)
  3. Apply it to your situation
  4. Execute the sequence

Step 2: Build your referral sequence

  1. Create the skeleton of your referral sequence
    1. List how many messages you’ll send before stopping the sequence
    2. List a channel for each touchpoint
    3. List a media for each touchpoint
    4. Define a cadence (time between each touchpoint if you receive no answer)
  2. Pick a messaging template (or build your own)
  3. Apply it to your situation
  4. Execute the sequence

Message templates

Introduction Templates

<aside> 🤝 Intro request

Example:

<aside> 🤝 Job to be done

(inspired by this post from Nate Nasralla)

Example:

</aside>

<aside> 🤝 Do the math

(inspired by this post from Krysten Conner)

Example:

</aside>

Referral Templates

<aside> 🤝 Thank You

(inspired by The Thank You Email from Skip Miller)

Example: