Outreach sequence worksheet | World Enterprise

How to use this. Fill in the person and the reason first, then write each message as a separate row. Decide the stopping rule before you send anything, and keep a record of every message.

1. Who and why

The person or role you are writing to:
How you found them, and where their contact details came from:
Why this message is relevant to them now: one specific reason, not a general one.
What you want from them: a conversation, an answer to one question or an introduction.
What you offer in return: something real that you can deliver.

2. The sequence

Plan every message before you send the first. A sequence is short, and each message adds something new rather than repeating the last.

Message	Purpose	What it says	The one ask	Sent on
1. First message	Introduce yourself and the reason
2. Follow-up	Add something new, such as a relevant finding or a shorter ask
3. Last message	Close politely and leave the door open

3. Each message must

[ ] Come from a sender the recipient can identify, using your real name and company.
[ ] Have a subject line that matches what the message says.
[ ] State the reason you are writing in the first sentence.
[ ] Make one ask that can be answered in a sentence.
[ ] Say how the recipient can stop hearing from you, and make that easy.
[ ] Include whatever contact or address information the rules in your location require. Ask your counsel what applies to commercial messages where you and the recipient are based.

4. The stopping rule

Decide this now, in writing.

When you stop: after the last message in the sequence, after any reply that says no, and immediately when someone asks not to be contacted.
Where you record a request to stop: [the list or tool].
How you make sure a recorded request is honored in every later sequence:

5. Record every message

Date	Person or role	Message number	Reply (none, yes, no, asked to stop)	What you learned

6. Review after the sequence

How many people received the sequence:
How many replied, and what they said:
Which message got a reply, and what was different about it:
What you will change before the next sequence:
What you learned about the people who did not reply: record it as a question, not a conclusion.

7. Keep it honest

[ ] Nothing in any message is untrue or exaggerated.
[ ] You did not claim a connection, a customer or a partner that does not exist.
[ ] You can explain where every contact came from.
[ ] You stopped when asked.