Disclaimer

This toolkit gives you the high-level blueprint for building a winning outbound sequence. It’s not a step-by-step playbook or a set of templates. Instead, it’s designed to help you think smarter about your outreach and customize your approach so you can book more meetings without overcomplicating things.

The K.I.S.S. Framework

Keep It Short & Strategic.

KISS keeps your sequence balanced and simple enough to run every week without overthinking it. Run this play for three weeks in a row:

• Per Week:
  • 2 calls
  • 2 emails
  • 1 social touch
• Over 3 Weeks:
  • 6 calls
  • 6 emails
  • 3 social touches

Jason’s Sequence Structure Overview

Here’s how all of the prospecting touches in a high effort outbound sequence work together:

Example High Effort Sequence

(Using a K12 Ed-Tech solution)

Directors of Curriculum and Instruction are the key persona. In the messaging matrix, we identified these core priorities:

• Unfinished Learning. How do we structure and focus our curriculum to reach learning targets, improve test scores, and increase graduation rates?
• Student Engagement. How do we meet the needs of a diverse learning population and provide a tiered level of support systems?
• Teacher Buy-In. How do we empower teachers to feel confident using new technologies so students are receiving top-quality education + tech instruction?

Hi Betty,

Providing ”multiple tiers of instruction and intervention” was a big priority mentioned in WCUS’s annual report.

Eliminating achievement gaps is tough, especially when you need to meet the needs of a diverse learning population.

We’re helping school districts in the Pacific Northwest eliminate student inequity and achievement gaps to increase student readiness and graduation rates.

Can I share more?

Caleb | Personalized longer email addressing priority #1

| | 1 | 📞 | Call + leave voicemail | | | 1 | 🤝 | Follow, like/comment on LinkedIn | | | 3 | ✉️ | Subject: RE: WCUS achievement gaps

Check out this fireside chat with the head of the LA school district on how they build buy-in with teachers around their technology.

Caleb | Bump email (2nd email in chain)

Bump email with relevant case studies or helpful content | | | 📞 | Call (no voicemail) | | | 8 | ✉️  | Bump Email (3rd and last email in chain)

Subject: RE: WCUS achievement gaps

Wanna try it out in one of your classrooms? (doesn’t cost anything)

Caleb | | | | 📞 | Call + leave voicemail | | | | 🤝 | Send a connection request on LinkedIn | | | 10 | ✉️ | Subject: WCUS graduation rates

Hi Betty,

Saw WCUS’s goal to increase graduation rates by 6.5% this year.

A lot of schools we talk to are prioritizing unfinished learning right now, but feel like their assessments are too slow to catch issues in time.

Seattle used our help last year to lift graduation rates by 7.8%. Just by tightening how they use data to catch gaps earlier.

Would it make sense to connect for a quick chat?

Caleb | Personalized longer email addressing priority #2 on a new email chain with new subject line | | | 📞 | Call (no voicemail) | | | 15 | ✉️  | Bump email (2nd email in chain)

Subject: RE: WCUS graduation rates

Here’s the case study on how Seattle increased graduation rates by 7.8% last year.

Caleb | | | | 📞 | Call + leave voicemail | | | | 🤝 | Send InMail on LinkedIn | | | 17 | ✉️ | Bump Email (3rd and last email in chain)

Subject: RE: WCUS achievement gaps

Any thoughts?

Caleb | | | | 📞 | Call (no voicemail) | |

Example Low Effort Sequence