How We Send Cold Emails to Get Clients | Step by Step Tutorial w/ Templates

By | August 29, 2019

– I’m Alex Berman from Experiment 27. Most of our sales still
come from cold emails, which is completely
opposite of most agencies who get a lot of their
sales from referrals. Referrals is the number one channel. We get most of our sales from cold emails. And today I want to jump in
and show you exactly what I do when I send these cold emails out. I’m about to go in and show
you the exact email script I’m using right now to get clients. This has a 15% meeting book rate. I’m probably gonna have to
re-write it after this video. The exact channels I go
in to find my clients. I’m probably gonna have to change ’em after this video, as well,
because this is so valuable. So let’s jump into it. (techno music) So it all starts with the
lead generation document. I like to go into Google Drive doc and just create a few different columns. So here’s company, website,
name, email, portfolio item, and channel. You also want to write
your email template here. Here’s mine. Question about company. Hey name, came across
company on channel recently and I’m seriously impressed
with what you’re doing. Congrats on working with portfolio item. I run x27 and I’m in charge of
growing the number of clients agencies like company get. Then it keeps going, you can pause it, you can read through it. So we have a few different
points we customize in the email. Company name, first name,
the channel you found them on are the only points. So I found all of these guys on Dribble. You go to where your clients are, right? If you’re looking for
restaurants, it might be Yelp. If you’re looking for
financial consulting firms, maybe it’s a Forbes list. Anyway find a channel
where these guys hang out, even if it’s just a big list of clients. And copy paste that into
your channel section here. So for today, I’m going through Dribble. There are still a lot
more agencies on here that we could reach out to. Next, you want to find some things that the people can relate to. So I’ve got company name,
we’ll pull the website, the name of the contact. For us, it’s normally
reaching out to the founder or the CEO. For you guys, it could be the director, if it’s a slightly larger company, or even the founder themselves. And then the portfolio item. I’m gonna send 40 emails today. So I’ll copy this 40 times. Next, you go over to where
your clients hang out. For me it’s Dribble. And you have to create an
account here to find the people. So then I’ll go over to all
the design teams for hire. If they’re looking for design
work, they’re most likely looking for leads. Alright, so I have a bunch of these open. Next step is to put them in this doc. So I use this tool that splits the tabs to two different sides. It’s called Tab Scissors. You can grab that for free. So let’s do it. (techno music) Alright, we’ve got 40 in the doc. Company names and websites. Now, we’ve still got these three things, name, email, portfolio item, to do. So how do we get the name of the contact? So I’ll show you right now. There’s another plugin
called, Open Multiple Tabs, that will basically if you
paste in a list of URLs, will open them all in different tabs. Lazy loading style, which is super cool. So paste ’em in. Don’t load tabs until selected. Open URLs. And then we’ll use that
same plugin to split. We are Brotherhood, a new
design studio based in England, with Jamie, Fabio, and
Cassius at the helm. So Jamie. Boom. And it’s actually Cassius, not Jamie. We’ll also find a portfolio
item from their site. And for the email address, I like to find, first I find their first and last name. So it’s Cassius Kiani. Found him on Twitter. And basically, there’s this
thing called Hop on over to it. We’ll type in, first I like to type in the URL here. And Email Hunter will show
you if any of these URLs have been published online anywhere. For this, it’s [email protected] but that doesn’t help us. So if that doesn’t work,
I go to this website, And it’s Cassius Kiani, company website, and then it’ll look for
the email address for us. And there it is, [email protected] So perfect. Now I’ll do this for all 40. Alright well that took a couple hours. I had to remove about six of them, so I’m gonna have the
six that we’re missing. And then we’ll jump into the mail merge. Okay so I have the script in Streak CRM. And I just look through it one more time to make sure it works. And it looks like it does. So we’re gonna send it. Alright the emails are sent. Looks like we only have one bounce. So I’ll resend this one to Think Mojo. Otherwise, it looks like it’s working. And just so you guys know,
the email script does work. Here’s one I sent four
days ago with a reply. And you can see, Streak’s tracking. People are already opening ’em. I’m Alex Berman, from Experiment 27. If you liked this video,
give it a thumbs up. If you want more content like
this, feel free to subscribe to this YouTube channel
for more tutorials. And if you need marketing
support for your digital agency, check out Thanks.

100 thoughts on “How We Send Cold Emails to Get Clients | Step by Step Tutorial w/ Templates

  1. Des Falon Post author

    Great share Alex some good tools there, would be interesting to see a follow up on your success rate for this.

  2. Your Own Pay Post author

    Dude TextExpander help you from having to use google docs! I'm starting to use it more and more . And you can do a lot of crazy stuff!!

  3. Your Own Pay Post author

    Thanks for these resources! This is just what I needed today

  4. Nadeem Shaik Post author

    Hi Alex, could I know what mail merge tool you are using here at 5:47?

  5. drive80studios Post author

    Do you have any videos on how to gather personal info for the emails?

  6. Niall Heaton Post author

    Just what I needed. Been using LinkedIn for outreach with some success and really want to get email under my belt too. I use ScopeLeads to find businesses who need my Adwords services but wasted a lot of time and leads trying to figure out a good email template.

    Hopefully this is the missing piece of the puzzle. It looks like quality over quantity is the key!

  7. jack Post author

    Hey Alex, how to cold email for an agency providing a web and mobile development services? Initially, it's tough to figure out which industry to target since any business can have a need for a website or an app. So how to get started by targeting specific industries and find a client in those industries for cold email? 2) If we can't get the target person email, is sending mail to their support or contact email mentioned on site worth?

  8. Rob Bastien Post author

    QUESTION: Do you find that sending emails via Gmail end up in Spam folders or not even getting to prospects at all?

  9. Simo DuMaroc Post author

    any tips , for people who have an ecommerce (B2C) , how can they use cold emails ?

  10. Tomasz Wojnowski Post author

    Just wanted to say thx in here. I tried your system and after 4 days a get many positive responses (54 from 200 sent) now i can start the talk with clients and see who i can help with my product 🙂 your shares are highly appreciated!

  11. Sean Scarbrough Post author

    Do you have a video on your most used add-ons In Chrome?

  12. Malachi Post author

    Hi Alex,

    I gave a thumbs up for the grind music alone. 🙂

    Here are my notes everyone (with email & excel sheet template):

  13. Simo DuMaroc Post author

    do you send with gmail or you have customize domain email ?

  14. The Tribal Psychic Club Post author

    Hey Alex, I am in the process of launching a baking business. How am I able to get leads on this subject of target when I am cold emailing?

  15. Christopher Schiefer Post author

    This vid made 4k€ for me~ very positive 53 "Teach me master responds" of 155 sent. 108/155 opened , 30% response rate. 3 folds above the usual 10% interaction rate.
    I had the most client calls ever. Today I was completely filled with meetings every 30 minutes I had to interview my new students. Absolutely insane. I can basically choose now who my clients are. I can life from this now :´)

    Never stop doing this man! Your videos are so useful. Especially the latest ones with the Buildup of a team. :>
    I might scale it up.

    Will email you asap about mentorships, Alex.Hope you would Invite me into this world . Stay humble like this and open to public. You can change a lot of lifes.

  16. Murat Arat Post author

    after collecting these emails , can i send to thme using yetmerge ?

  17. sames xv Post author

    hi alex . im a beginner and i have a question : do i have to pay money in dribble to make an account so that i can get a team's website and email addresses in order to contact ??? or there is a free way ?

  18. Neviilz Post author

    Yo great vid! Do you know an app that gets you all the emails of businesses in a certain area(or job)? Thank you!

  19. Francesco Del Buono Post author

    Great video! Which CRM did you use to send bulk emails?

  20. glt010678 Post author

    I'm a new business owner and so confused with all the information about the best way to do this and that. Now, looking at this cold email, it goes against everything I've been taught with it being so long. Oh well, I guess I'll just try it all and see which one works best for me.

  21. zCLUBz Post author

    Hi Alex thanks for the share. Could you please tell me the name of the app that is email tracker to see who open and who haven't.

  22. Osiris Arriola Post author

    Hi Alex. Been following your email for about 1.5 years now. Thank you for sharing.

    Question… That 15% Meeting Booked Rate is out of 100 Cold Emails Sent? Or from say 70-80% Response Rate to the 100 Cold Emails Sent?

    Thank you.

  23. Cody Post author

    what do you post for design clients on social media? their designs, maybe pictures of their studio?

  24. DutchKing72 Post author

    That email is the worse… You start by talking about you, business owners are is not interested in you, they are humans and so they are selfish, they don't give a shit about you, they care about themselves and about their company and you start your email with babbling about you and your company, the first two sentences should be about them, for real yo…

  25. Max JNB Post author

    Any idea on where I can find clients needing courier/delivery service? What channel do they use?

  26. Anthony Pooler Post author

    I thought i'd share this free sales funnel software for email list building

  27. Mariam Ayvazyan Post author

    Hi Alex,

    Thanks much for very helpful video.

    Can you please write down the list of extensions you are using for the Google Drive Doc.?

  28. MsOrsone Post author

    Hello Alex! I discovered your channel just this week and I'm really impressed by the amount of high-quality value you're sharing here. I have few questions about the template you use. I watched some of your videos about the cold email strategies and they are a bit different one from another. How about adding a case study or other portion of value for the lead to this template? I work with a company that already has a lot of social proof and a lot of content generated that I want to use in my cold emails. Thanks in advance!

  29. Pete kAIGHIN Post author

    Question I have a customer that is attending a trade show and has a booth.What additional pointers might you have in getting potential customers to book an appointment at the show??One more thing how many emails does g-mail allow a day?I believe you suggested around 200 to 400 per day?Fantastic instructions keep them coming.

  30. Jonathan Jacob Post author

    Hey {Name},

    I came across {Company} on {Chanel} recently and I am seriously impressed with what you are doing, congrats on working with {Portfolio item}! I run x27 and I am in charge of growing the number of clients agencies like {Company} get.

    We do this by putting together a team of specialist marketeers with interest and expertise in your niche. So in the case of {Company}, we’d get the best marketeers in design & development to sky-rocket the number of clients you get – even if you don’t have a gazillion dollars to spend on marketing.

    Our service has been carefully designed and tested rigorously so that firms yours can sky-rocket their inbound leads. To date, we’ve helped our clients reach over $10 million dollars of business.

    I’d love to learn what you’re doing right now to find clients – you’re strucurted very closely to our other agency clients – I’m sure we can help you double or triple the amount of clients you’re getting (just like we helped Dom & Tom get McDonald’s as a client in less than a month – we’re also working with Fueled, Fraction, BlueWhale & Maxburst).

    If you are ready to start getting more clients, just get in touch with me directly and I’ll setup a quick call 🙂 I’m also more than happy to answer any questions you might have about agency marketing.

    Thanks and have an awesome day!

    p.s. I love your website it’s really slick!

  31. Nazmul Ahsan Post author

    Hi Alex how company websites auto inputted in cell when you type company name at 2.54? Can you please write down the list of extensions you have used in this video?

  32. SonnyBoy Post author

    Alex, do you use a fresh gmail account every once a while (to prevent using blacklisted gmail accounts from previous jobs) or use your real domain like [email protected] ?

  33. TheTop10 Post author

    Thanks for such an informative post . I have increased my clients 🙂 and thanks for your video .
    I have made a ppt on “ how to get clients by cold email ) here is the link “ “
    Hope you will check that 😃 and give me your reviews about it

  34. Jessica Taylor Post author

    Great video! Thanks for the info, definitely putting this on my to do list for the week.

  35. Chris Williams Post author

    Awesome video. Do you use Unsubscribe option on all the emails that you send through mail merge?

  36. Mario Sergiou Post author

    dont you get flagged as spam? are you using your main email or another email?

  37. Jeffrey Rufino Post author

    Holy shit, this blew my mind! thank you

  38. Charles Godinez Post author

    How do you ensure you don't include the same contact across your lists?

  39. Austin Webb Post author

    Hey Alex!

    I am currently looking into differnet email automation tools. I've narrowed down my search to Yesware and Boomerang. I am aware that you and your team utilize Yesware but I'd like to get your thoughts on why Yesware and not Boomerang?

  40. Ayat Fatima Post author

    This is sick! Love how transparent you're, I subbed 👍

  41. Pritom Roy Post author

    Hey Alex!
    You are the best Coach for Cold Emailing 🙂 Btw, What's the name of the extension for open multiple tabs?


  42. Andrew Jones Post author

    Hey Alex, LOVE your content!

    Quick question: the part (6:00) that says "40 lead… 160 email sent… 27 negotiating, etc." how do I see/get that for Gmail?

    I downloaded Streak for Gmail and it's working, but I don't see that part…

    Thanks man

  43. Jasmine Post author

    I've never heard of all these apps you're using so its been super helpful to me. Thank you!

  44. Freedom Of Speech Post author

    when going on upwork what do i search to find people to cold email and do this for me

  45. edstah77 Post author

    I subbed!! I have a question, Do you use chrome? What browser did I you use on that video?

  46. stylish sai Post author

    i need to scrap those email ids from e-learning web sites ,any suggestions from your side

  47. smith mayowa Post author

    Awesome work bro really good flow of email generation you have got going on

  48. Tamara Burgess Post author

    Been following you for a while Alex and this is an awesome video – the tools you introduced are super useful. Going to try them out. Thank you!!

  49. Rich Cascio Post author

    I am a Real Estate investor could I send cold emails to homeowners and if so what kind of response might I get? I was always told if you send cold emails you could get sued. Thank you,

  50. Jacob Bushkin Post author


  51. Money Makers Post author

    Hello Alex i would love to get help from you. Can you tell me the 3rd paragraph from the end text that reads: To date we've helpedour clients reach 10 million dollars etc what if you have no clients and you have not generated a reasonable amount to make them convinced in your service or products, what can you do in this case ?

  52. Hareem Abid Post author

    Please, sir may you share the tools which you used to split name and to send emails…??

  53. Etay Post author

    Why not use Linkedin to find the names and titles of the targeted employees? Seems easier than manually going to the prospect's site

  54. Labiad Post author

    thanks for the great value , your youtube channel is awesome … but i don't get one thing is what i will do with the spreadsheet ? to whom i end the contact info ? where can i find clients to sell them the lead list ?
    thanks in advance

  55. Syed Heera Post author

    How are you Alex Berman coming happy new year for you .wish your good health thks/heera

  56. divya sri Post author

    Love it man!!! This video should be titled " The video that will change your life" xD

  57. divya sri Post author

    You mentioned that there are a lot more agencies like dribble. Can you share a few with us? I'm newly getting into this and am unfamiliar with the options out there. Thanks 🙂

  58. My CREATION Post author

    You did not tell how you replace the content in email with the csv file .

  59. Sarah Daniel Post author

    How to get emails of local businesses to carry on cold emailing?

  60. David kowalewski Post author

    Isn't that spamming though? I want to send email to businesses that could be customers…

  61. Francisco Post author

    I could just scrape all this info within a millisecond lol good stuff on where your clients are based, google+ ppl dont use enough!

  62. Andrew at MarketingPro Post author

    NIce video. Here is a good article about sending cold email.

  63. waetech solutions Post author

    Hi Alex! Thank you for the tips to cold email. It just takes A LOT of time, but so worth it if you get responses. I'll keep grinding on!

  64. Mike Poznanovich Post author

    Cold email without permission can be well illegal sad to say, can spam act. Can’t use email services like constant contact.

  65. Mike Poznanovich Post author

    The best email source is contactout. You get 50 per day. Also, once called jigsaw. is also good. Hoover’ subscription based though. Thought I would mention these. I put together email campaigns for a living.

  66. mulletrhino Post author

    Hi Alex, thanks for creating this. This is very useful. I am wondering, does the GDPR rules/law have to be followed for any of these?

  67. Marielos Solis Post author

    Alex, what do you respond when a client ask you where did you get their email?

  68. rejaur rahman Post author

    hey can i ask some question………..?

  69. Kasra Moghaddam Post author

    Great work, I wounder how many emails do you send each time on average to just test the niches?

  70. Hassan Egal Post author

    What email website are you using to send out those 40 emails. I like how you can see if they have opened it or not. Please let me know cause i would like to use that as well for my SMMA. Thank you

  71. JP Taxman Post author

    If you're a new company and don't have any clients to refer to yet, how should you address yourself and the company in the email?

  72. The Bizness Post author

    Did you send them a video or was it just email only?

  73. adsterr inc Post author

    no offense but that is what you do for your cold email outreach message you really are not doing it right… The only Purpose of the first email is to get a response to your offer and its to be really short and socially connected, meaning you need a social link, so really your turning it into warm email outreach but its really still cold…. Ive gone through probably one of the best cold email courses and personally if your gonna write a long email like that you are not doing it right.. Oh well.. not my problem!

  74. June Melrose Post author

    i've been binge-watching your videos. and you're sooooo underrated. -_- idk why

  75. SonnyBoy Post author

    What email do you use for cold emailing? The real domain? Fake gmail? What email software do you use for sending actual cold emails? Thanks!

  76. SkewBurst - GFX & Minecraft Post author

    Is there a way to close clients by email (without EVER calling)? I'm asking because I dont have a phone and nobody trusts me with their phones

  77. M W Post author

    This is REAL stuff guys and girls! I use the same method to generate sales for my business. In fact cold email is how I make all of my sales. It's simple stuff!

  78. gurgen afrikyan Post author

    Tons of value, Alex! Thanks a lot! Can I use this technique to get graphic design clients? Because I'm a designer.


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