Chapter 5 Worksheet: Crafting Your Outreach Strategy

Marketing is great — but sometimes, you need to reach out and start the conversation yourself.

This worksheet from Chapter 5 of The First 100 Customers helps you build a direct outreach strategy that gets responses, not rejections.

📬 What You'll Do:

Choose a specific segment of your ideal customer to focus on
Select the most effective outreach channel (email, DM, events, calls, etc.)
Craft a personalized opening line, highlight a pain point, and introduce your solution
Plan your follow-up strategy and define success metrics

📌 Key Features:

Step-by-step prompts to build your entire outreach strategy from scratch
Includes a copy/paste message template to personalize and send immediately
Helps you start warm conversations — not cold pitches
Ideal for freelancers, service providers, consultants, and small business owners

Use this worksheet to shift from waiting on leads…
to creating them.

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If you’re waiting for customers to come to you — this worksheet flips the script. Learn how to do smart, strategic outreach that starts real conversations and books sales calls.

✅ Why This Worksheet Matters

Most small businesses rely entirely on inbound marketing and hope people find them. This worksheet gives you a direct method for finding and converting leads — on your terms.

🔑 Key Features:

Targeted outreach planning Start with a clear audience segment and channel that makes sense for your business. High-response messaging formula Craft personalized intros, highlight relevant pain points, and pitch your value without sounding salesy. Follow-up system & tracking plan Stay organized and persistent — the follow-up is where most conversions happen. Done-for-you message template Use the included sample script to start conversations today.

🎯 What You'll Gain

A ready-to-launch outreach strategy Higher response rates from emails, DMs, and event networking More control over lead generation — no more waiting and hoping Real momentum and conversations that turn into customers