Your outreach playbook: what Allen says and how direct it is

Allen does not use message templates. It writes every connection message, first message and follow-up for the one person it is talking to, from your goal (Communications, Train Allen, "Your goal": the meeting you want booked and with whom) and in the voice you trained for comments. An audience can have its own offer under More options, "A different offer for one audience", which wins for people from that audience.

The fields

• Who you help. Confirmed from the audience, for example "Owners of HVAC companies doing $2M to $10M".
• What they are trying to do. Their goal or their pain in their words: "Hire techs without losing a month to job boards".
• What you do for them, in one sentence. The problem and the result: "We fill open tech roles in 14 days with pre-vetted candidates." This is the one line Allen never sends without. Until it is filled in, the playbook shows "Needs your offer" and Allen holds the DMs.
• The meeting, by name, and its length. "Hiring plan call", 20 minutes. Allen asks for the meeting by this name.
• What the meeting covers, up to three things. What you look at, what they leave with, and that it is a fit check either way.
• One proof point. A number or a result: "Filled 31 roles for 9 HVAC shops this year."
• How direct. Gentle, Balanced or Direct, below.
• On for this audience. Off means Allen does not reach out to people from this audience at all.
• Cold outreach for this audience. Whether Allen may fill the day with new people from this audience's Find Prospects search, once the "Only reach out to people Allen commented on" switch is off.

Gentle, Balanced and Direct

Each sequence is three messages after someone accepts. The first goes right away; the next two go only if they have not answered.

Gentle is conversation only; the meeting comes up when they show interest and the setter takes over. Balanced is what most people want. Direct is faster and gets more ignores.

When someone replies

The sequence stops the moment they answer, whatever step it was on. From there the appointment setter handles the conversation. If you turned Auto reply off, Allen drafts the answer and you send it.

Where it lives

Communications, Train Allen, "Your goal". An audience's own offer is under More options there, and also under the audience on the Prospects page. Change either any time; the next message Allen writes uses the new version.

Writing a good one

Specific beats clever. A real number in the proof point, a meeting name that says what they get, and an offer sentence a stranger would understand. If you would not say it on a call, do not put it in the playbook.