TRANSCRIPTEnglish

Free Cold Email Marketing Course for 2025 (7 Hours)

7h 16m 21s93,886 words13,310 segmentsEnglish

FULL TRANSCRIPT

0:00

What if I told you that all my success

0:02

in business actually comes from a single

0:04

skill that I learned more than 10 years

0:06

ago? By mastering this skill, I was able

0:08

to print money in any business I

0:10

started, including my Inc. 5000 PR

0:13

agency with over 60 employees. Now,

0:15

unlike learning AI or paid ads, which

0:18

let's be honest, are going to be

0:19

worthless in about 2 years anyways,

0:21

learning this skill will keep you rich

0:22

forever, or at least until we're all

0:24

plugged into machines. Now, the skill

0:25

I'm talking about is cold email. the

0:28

single highest value skill that you can

0:30

learn in business. See, with paid ads or

0:33

social media or SEO, you've got to spend

0:35

thousands of dollars and you have to

0:36

rely on platforms like Google and

0:39

Facebook not to screw you over, and they

0:41

always do. But with cold email, you're

0:43

in control and you can reach millions of

0:46

future clients for pennies. Now, in

0:48

2024, I made a cold email master class

0:51

on YouTube that went insanely viral.

0:53

Over 150,000 people watched hours of

0:57

video and thousands of them scaled their

0:59

businesses to 50K per month and beyond.

1:01

And I've loved hearing about their wins

1:03

inside of our free community. But a lot

1:05

changes in a year. And some of the

1:07

tactics that we're using now make me

1:09

feel like I'm living in 2050. We're

1:11

currently generating over 4,500 leads

1:14

every day for our companies and for our

1:16

clients. So for those of you that think

1:18

cold email is dead, grandma's about to

1:21

turn over in her grave. Because in this

1:23

master class, I'm going to be taking you

1:25

from total beginner to setting up your

1:28

own cold email system that actually

1:30

works and generates leads for you on

1:32

autopilot, all for under $100. And for

1:35

those of you that think you're advanced,

1:37

don't get cocky and skip chapters

1:39

because I guarantee the basics were not

1:42

the same as they were in 2024. But also,

1:44

don't worry because I'm going to be

1:46

showing you some absolute ninja

1:48

craziness that would even make Tony

1:50

Stark a little bit turned off. Okay,

1:52

strap in. This is going to be a long

1:54

one. I encourage you to take notes,

1:56

bookmark this video, skip around using

1:58

the chapters as needed, and come back to

2:01

this video anytime you hit a roadblock.

2:03

This video is my gift to the online

2:05

marketing community. Everything that

2:07

I've learned in over a decade of cold

2:08

email for free, no holding back. All

2:11

right, let's get this party started. So,

2:13

why listen to me in the first place?

2:15

Well, if you don't already know who I

2:16

am, my name is Lee Jen J and I actually

2:18

launched my first marketing agency while

2:20

I was in medical school. And I was able

2:22

to scale that marketing agency to

2:23

$600,000 per month using nothing but

2:26

cold email. I then left my medical

2:28

training 4 years ago to go into business

2:30

full-time. And since then, I've been

2:32

building marketing agencies using cold

2:34

email. Now, two years ago, I decided I

2:36

wanted to start teaching. So, I launched

2:38

this YouTube channel and I've been

2:39

helping other companies implement these

2:42

same systems and I've built over 250

2:44

custom cold outreach systems for a ton

2:47

of different types of businesses. I'm

2:48

talking about companies that sell cows

2:50

to farmers, lots of marketing agencies,

2:53

obviously, consulting companies, B2B

2:56

service companies, SAS companies. I'm

2:58

even helping a guy in Africa right now

3:00

sell gold from miners directly to

3:02

consumers. Reason I tell you that is

3:04

because this stuff works. And if you're

3:06

watching this and you don't have an

3:07

offer yet, this could be the offer that

3:09

you're looking for. I'm also the owner

3:11

of the cold email secrets community on

3:13

school. We've got around 18,000 members

3:15

at the time of recording. And according

3:16

to Instantly AI, I'm the number one cold

3:18

email expert on YouTube. And I've got an

3:20

award back here from them somewhere. So,

3:22

what are you going to learn if you make

3:23

the conscious decision right now, today,

3:25

to sit here and master this skill? And I

3:28

promise it'll be the best investment

3:30

you've ever made into yourself, into

3:32

your business, and into your future.

3:34

Here are some of the comments from

3:35

people who sat and watched this video in

3:38

2024. Now, that one took me weeks to

3:40

record and even more weeks to script out

3:42

and put together for you guys. So, if

3:44

you want to get results like that, then

3:46

make sure to take this seriously. You're

3:48

going to learn how to build highly

3:49

profitable cold email machines for under

3:51

$100. You're going to learn step-by-step

3:53

technical setup, the domains, the

3:55

mailboxes, what software is needed. I'm

3:57

going to tell you exactly which tools to

3:59

use and why. And no, this video is not

4:01

sponsored. I'm going to show you how to

4:03

make cold email work for your boring

4:05

offer and how to automate the entire

4:07

process, including replies. And here's

4:09

just a little preview of what this looks

4:10

like when it's fully deployed. You just

4:12

have a system of qualified leads

4:15

responding to you, booking calls, and

4:16

purchasing without you having to lift a

4:18

finger or do any manual prospecting.

4:20

You're going to learn really advanced

4:21

tools and tactics like here with this

4:23

clay table. And guys, there's going to

4:25

be a lot of information here, probably

4:27

way too much for you to sit down and

4:28

memorize all in one sitting, unless

4:30

you've got some insane photographic

4:32

memory. But for those of you that are

4:33

normal humans like myself, I've put

4:35

together some really nice reference

4:37

material for you. The complete

4:38

presentation, a PDF Spark notes of this

4:40

entire video, some helpful links and

4:43

resources, copy and paste templates, and

4:45

a few additional perks in there like

4:47

some setup services, some copywriting

4:48

services, all that I'm offering you guys

4:50

for free just for giving me your time

4:52

and attention. to grab those resources.

4:54

All you have to do is go inside of that

4:56

free school community. It's going to be

4:57

linked down in the description and it'll

4:59

be one of the first things pinned. All

5:01

right, so what is the outline? What are

5:02

we going to be learning today? Drum

5:05

roll. Kind of a big outline, so brace

5:07

yourself, but I want it to excite you

5:08

cuz this is what's coming up next.

5:10

There's going to be zero gaps for you to

5:11

fill from beginner to advanced. You're

5:13

going to learn everything, including a

5:16

lot of really well-kept industry secrets

5:18

that I will be telling you all about in

5:20

this video. Starting with why cold email

5:22

and common misconceptions. What's the

5:24

difference between warm and cold email?

5:26

Some of the different tools and costs

5:27

associated with running these systems.

5:29

And is cold email dead? We're going to

5:31

be talking about the fundamentals and

5:33

the basics. Now, even advanced people

5:35

don't skip this. This is going to be the

5:36

three pillars of cold email. The most

5:39

important lesson by far. Then we'll go

5:41

into technical setup for beginners. How

5:42

to buy domains, set up mailboxes. We're

5:45

going to be talking about Google vers

5:46

Microsoft versus SMTP and other mailbox

5:49

solutions. We're going to walk through

5:50

the software setup and I'm going to make

5:52

it really easy even for beginners. What

5:54

software to use, how to configure that

5:56

software, the warm-up settings,

5:57

everything that you need to know. We're

5:59

going to be talking a lot about

6:00

deliverability. So, some of the

6:02

technical requirements, email warm-up,

6:03

and how that works, and how to diagnose

6:05

it and fix emails going to spam. And

6:08

this isn't just going to help you for

6:09

cold email. This is going to help you

6:10

for email in general, which is the best

6:12

marketing platform, whether they know

6:14

who you are or not. And if you're in

6:16

spam, you're going to be wasting tons of

6:17

money. We're going to talk about list

6:19

building, finding your ideal avatar or

6:22

ICP. We're going to talk about B2B

6:24

databases versus scraping leads versus

6:26

some advanced stuff known as signals.

6:28

We're going to chat about list

6:30

verification and qualification, some of

6:32

the tools and workflows that I use, how

6:34

to do catchall verification, and how to

6:36

do AI qualification, which is something

6:38

brand new that we're doing a lot of in

6:39

2025. We're going to chat about your

6:41

offer and how to make it work for cold

6:43

email. So, creating offers for

6:45

beginners, making your boring offer not

6:47

boring, different baiting tactics that I

6:50

use to get people to reply to my cold

6:52

emails, and then we're going to chat

6:53

about some lead magnets, ones that work,

6:55

ones that don't, ways to do lead magnets

6:57

right in 2025, and something I like to

6:59

call reverse lead magnets. We're going

7:01

to spend a lot of time on copywriting.

7:03

We're going to go through some of the

7:04

secrets. We're going to talk about the

7:05

triple tap, the dos and don'ts,

7:07

personalization, syntax, and how to

7:10

write copy that gets through the spam

7:12

filters and into the inbox. I'll walk

7:13

you through how to manage your cold

7:15

email system once it's actually live.

7:17

How to add new leads, manage your

7:18

replies, and then actually use a cold

7:21

email CRM. Then we'll go into scaling

7:23

your cold email machine. I'm going to

7:24

talk to you about what I like to call

7:26

the equation, which I'll be giving you

7:27

and help you calculate some stuff, the

7:29

team SOPs, and how to scale a system to

7:31

10,000 cold emails every single day.

7:34

Then we're going to get into the

7:35

advanced stuff. Now, if you're an

7:37

advanced user, don't skip through the

7:39

beginning stuff. Even if you know how to

7:41

set up mailboxes, watch it anyway.

7:43

Things change a lot in this space and

7:45

every marketing space from year to year.

7:47

So, even if you think you've mastered

7:49

this stuff, I promise you there's a lot

7:50

of new stuff to learn. All right, so the

7:52

advanced stuff, we're going to talk

7:53

about signal workflows, basic signals

7:55

versus advanced signals, and different

7:57

signal automations that you can set up.

7:59

And I'm even going to be giving you some

8:00

templates to those signal automations if

8:02

you want to try them out. We're going to

8:04

be talking about Clay and how we're

8:05

using it for AI personalization at

8:07

scale, AI qualification, and really just

8:10

speeding up the entire workflow and

8:11

making it all work. We're going to talk

8:13

about reply automation, so speed to

8:15

lead, and coming up with thoroughly

8:16

researched replies on autopilot. I'm

8:19

going to show you the basic way to do it

8:21

all the way to my replyji system that I

8:23

will show you how to build. Now, we're

8:25

going to chat about omni channel

8:26

outreach, also known as multiplatform or

8:28

multi-channel. So expanding your machine

8:31

well beyond just cold email and adding

8:33

in SMS, voicemail drops, direct mail,

8:36

and most importantly, retargeting ads.

8:38

And finally, we're going to end off with

8:40

the future of cold email, where I see

8:41

this going in 5 10 years, how autonomous

8:44

BDRs are developing. And guys, I'm at

8:46

the forefront of all of this stuff. If

8:48

somebody has an interesting tool, I'm

8:50

one of the first people they contact to

8:52

test it out. So, I'm going to be sharing

8:53

some of those findings with you and what

8:55

to expect from them. I'm also going to

8:56

be discussing some long-term risks,

8:58

fears, and how to protect yourself in

9:00

the long run. I plan on using cold email

9:02

as a cornerstone of my business for the

9:04

next 20 or 30 years. That's why I've

9:06

invested so much time and energy really

9:09

mastering this stuff because I think

9:10

it's one of the only marketing platforms

9:12

that are going to be reliable in that

9:14

time frame. So, does that all sound good

9:16

to you? If you're excited and ready to

9:18

continue, let's go. And guys, reminder,

9:20

this is not a sponsored video. So, if

9:21

you want to support this channel and

9:23

thank me for putting the months of time

9:26

and energy together that it took to

9:28

create this video, please like and

9:30

subscribe to this channel and join our

9:32

free lead generation community. I invest

9:34

a lot of time and energy into that as

9:36

well. That's where the resources are.

9:37

It's going to be linked down below. All

9:39

right, let's kick this off with why cold

9:40

email. Some common myths and

9:42

misconceptions. But first, we got to

9:44

define some things for you. I can't tell

9:46

you how many conversations I have with

9:48

people who are doing cold email for the

9:49

first time and don't even understand

9:51

basic terminology. Now, if you're

9:52

advanced, just bear with me for a

9:54

second. Cold email is emailing people

9:56

that don't know you to tell them about

9:58

your thing. Cold outreach in general is

10:00

to people that don't know you. Think

10:02

about door knocking, cold calling. It's

10:04

all the same thing, just a different

10:06

channel. And this has been around since

10:08

the early '9s, since email's been a

10:10

thing. It's been used by huge names like

10:11

Alex Herozi who talks about this in

10:14

depth in his books and in his podcasts

10:17

as well as the biggest SAS companies on

10:19

earth. Salesforce, HubSpot, all of these

10:21

guys are using cold email as a

10:23

cornerstone of their marketing strategy.

10:25

And there's a reason these big players

10:27

invest so much time and energy and money

10:29

into cold email. And that's because it's

10:31

where the most qualified leads come

10:33

from. And the best part is it is

10:35

completely legal. We'll talk about that

10:37

more in depth in just a second. cold

10:38

email verse warm email. The question you

10:40

have to ask yourself is at any point did

10:42

they opt in or agreed to receive emails

10:44

from you or is it the first time that

10:46

they've ever heard of you? Well, if they

10:47

ever agreed, maybe they signed up on a

10:49

form on an iPad, they went on, they

10:52

booked a meeting with you, if they opted

10:54

in, they gave you their info, then it's

10:55

a warm email. Warm leads belong in your

10:58

CRM, your main CRM, whether that's

11:00

Mailchimp or Active Campaign or HubSpot

11:02

or Salesforce or go high level. Cold

11:04

leads belong in a separate area

11:06

altogether. This is a cold email CRM or

11:08

a cold email software like we're going

11:10

to be talking about in this video. Once

11:12

they give you their info, they become a

11:13

warm lead. Even if you already have

11:15

their email, they don't become a warm

11:17

lead until they opt in. They fill out a

11:18

form, they book a meeting, take some

11:20

sort of action. Only then should they go

11:22

into your main CRM and should be

11:24

considered a warm lead. We're going to

11:25

be referring to warm leads as your email

11:28

list and your cold leads as a lead list

11:30

or a cold email list. All right. Why is

11:32

cold email so powerful? Why is it way

11:34

better than all of the other marketing

11:35

strategies? There's a lot of reasons,

11:37

but here's the five main ones. The first

11:39

is you get to reach your perfect ICP

11:41

every time. On Facebook ads, you end up

11:43

with a lot of really unqualified, not

11:45

business owner leads. With cold email,

11:47

you get impressions and traffic for less

11:49

than a penny a lead. You compare that to

11:51

any other ad platform and it's like a

11:53

100x cheaper. You're also not dependent

11:55

on ad platforms. Google can't just shut

11:58

you down like Facebook can and take away

12:00

your biggest source of leads. You are in

12:02

control and nobody can do anything about

12:04

it. Next is it's scalable and

12:06

predictable. If you've got a sales team

12:08

of three people and they're trying to

12:10

take six calls a day, all you have to do

12:12

is run the equation and decide how many

12:14

emails you have to send to keep their

12:16

calendars booked. You can't really say

12:18

that about any other ad platform at all.

12:20

Lastly, you get immediate results. Yes,

12:23

I have a YouTube channel and a lot of

12:24

leads come from my YouTube channel, but

12:26

that took years to build. If you're

12:28

trying to win on social media or SEO,

12:31

this is going to take you years to maybe

12:33

get some results. With cold email, it's

12:35

almost instant. You turn on the machine

12:37

and leads start coming in. So, who can

12:39

benefit from cold email? Is it a good

12:41

fit for you? Are you wasting your time

12:42

watching this? Well, if you have any

12:44

sort of B2B or businessto business

12:46

product or offer, then cold email is

12:49

perfect for you. And for those rookies

12:50

who don't know the difference between

12:51

B2B or B TOC or how to tell if your

12:54

offer is B2B versus B TOC, the question

12:56

is if your offer is B2B, that means that

12:59

you sell to somebody who runs a business

13:01

and you can find them because they're

13:03

the owner, founder, CEO of a company in

13:06

an exindustry. And as we go into list

13:08

building, this is going to start to make

13:10

a lot more sense. But essentially B2B,

13:12

you're selling something to other

13:14

businesses that they can use for

13:15

business purposes. Marketing agencies,

13:17

consulting offers, SAS offers, these are

13:19

all B2B. Now B TOC, business to

13:21

consumer, this is more like ecom or

13:24

mobile apps on your phone that you can't

13:27

really target by industry or job title.

13:29

This is just everyday consumers that use

13:31

your stuff. Now, cold email does work

13:33

for B TOC. I've built campaigns to sell

13:35

high-end jewelry to collectors. I've

13:37

built campaigns to sell solar panels to

13:39

homeowners. All of this stuff is

13:41

possible if it's a higher ticket offer

13:43

and product. Some of the most common use

13:45

cases, coaches, agencies, software

13:47

companies, business services, but the

13:49

range is massive. This is not really for

13:52

low ticket products that are sold

13:53

directly to a person like this yerba

13:55

mate I'm drinking was about $4. And if

13:57

you're trying to sell this directly to

13:59

me, cold email is not the way to do it.

14:01

But if you're a BTOC company and you

14:03

sell yerba mates and your goal is to

14:05

establish partnerships and distributors

14:07

and you want to be in Publix and Walmart

14:09

and Target, then you would use cold

14:11

email to establish those relationships

14:13

with those distributors and retailers.

14:17

God, I love this stuff. There's also one

14:19

thing that people miss. There's a lot of

14:21

companies that are doing cold email

14:23

without even knowing that they're doing

14:24

cold email. My PR agency, for example,

14:27

we don't just use cold email to get

14:29

clients for the agency. We're also using

14:30

cold email to operate the agency. Our

14:33

service is getting in touch with

14:35

journalists and reporters to write

14:36

stories about our clients. How do you

14:38

think we get in touch with those

14:39

journalists and reporters? If you

14:40

guessed cold email, you're absolutely

14:42

right. So, any business that uses cold

14:44

email to operate their offer should also

14:47

pay extra close attention to this video

14:49

because it's going to help you

14:50

overperform on delivering your offer as

14:52

well. Now, I told you if you didn't

14:53

already have an offer, we're going to be

14:55

chatting about that. This is it. If you

14:57

master this stuff, you can use cold

14:59

email as an offer and it is one of the

15:01

best offers on earth because of how

15:03

versatile and results driven it is. With

15:05

cold email, you can produce direct ROI

15:07

for clients and show them how much money

15:09

you're making them. The goal for any

15:11

recurring offer is to create enormous

15:13

pain if they decide to cancel that

15:15

service or turn it off. If you can make

15:16

somebody money and show them that you're

15:18

making them money, they're never going

15:19

to want to turn it off. They're going to

15:21

be dependent on you to generate the

15:23

leads. and we're going to talk about

15:24

some of the different models that are

15:26

involved in launching cold email as an

15:28

offer. You can do an agency model, you

15:30

can do a one-time fee to build and then

15:32

you can do a pay per lead model. And

15:33

like I already mentioned, there's a lot

15:35

of different use cases for cold email

15:37

that's not just lead generation. So, if

15:39

you learn this, you can launch a podcast

15:41

booking agency, an influencer management

15:43

agency, you can launch a staffing

15:45

company. All of these are different

15:47

business models that use cold email as

15:49

their core offer. Now, I said you'd be

15:50

learning how to set this whole thing up

15:52

for under $100. So, here are the tools

15:54

that you're going to need and the costs

15:56

associated with running a cold email

15:57

system. First thing you're going to need

15:59

is a cold email management tool like

16:00

Instantly or Smart Lead or Reach Inbox.

16:03

And these start at around $37 per month.

16:05

And don't worry, we're going to be

16:06

breaking down these tools in just a

16:08

little bit. You're going to need access

16:09

to leads through either a lead database

16:11

or a lead scraper. Using the recommended

16:13

tools that we're going to chat about,

16:14

it's about $50 per 10,000 leads. So, now

16:17

we're at about $87 per month to reach

16:19

out to 10,000 leads. The last fee is

16:22

paying for the domains and the

16:23

mailboxes. The domains don't really have

16:25

a monthly cost, so I'm going to ignore

16:26

them and just talk about the mailboxes,

16:28

which are $3 per month per mailbox on

16:31

average. So, you can run this system for

16:33

well under $100 every single month. Now,

16:36

as you scale this, obviously, you're

16:38

going to need to buy more leads and add

16:40

more mailboxes and increase your

16:42

subscription on these cold email

16:43

management tools. So, I spend thousands

16:46

every single month managing my cold

16:48

email system, but I spend tens of

16:50

thousands every month on paid ads, and

16:52

cold email is still the top performing

16:54

marketing channel I have by far. And I

16:56

spend a fraction of the price that I

16:58

spend on other marketing channels on

16:59

cold email. Therefore, it is the best

17:01

value of any marketing channel by far.

17:04

Now, the tools that I'm going to

17:05

recommend are not sponsoring this video

17:07

or paying me, but if you do decide to

17:09

use any of them, please use my affiliate

17:12

link. They're going to be down in the

17:13

description. It helps support the

17:14

channel and will probably get you a nice

17:16

discount. All right, common

17:17

misconceptions. Cold email is easy. All

17:20

you got to do is upload some leads,

17:22

start sending some emails, and then

17:24

leads should start coming in, right?

17:25

Wrong. That's absolutely not true. This

17:27

stuff is not easy. In fact, no marketing

17:29

channel worth its salt is easy. There's

17:32

a lot of competition, and in order to

17:34

make something work, you need to be an

17:36

expert. You need to go through trial and

17:38

error. And there's 10,000 things that

17:40

can go wrong. That's why I really want

17:41

to focus on those three pillars that

17:43

we're going to be talking about in the

17:44

next module. They're so important and if

17:46

it's not working, you need to come back

17:47

to them. Lastly, you need to not take

17:50

shortcuts unless I say so. Don't try and

17:52

cut costs. Don't try and save money.

17:54

This stuff is hard enough as it is. If

17:56

you use the wrong tool or take a wrong

17:59

turn, none of it will work. Another

18:01

misconception, and this one's the

18:02

opposite, cold email is dead. Not to age

18:05

myself, but I've been doing cold email

18:06

for over 10 years. This stuff has

18:08

changed a lot from when I started to

18:11

where it is now. And I've talked to a

18:12

lot of people who were doing cold email

18:14

successfully a decade ago, 5 years ago,

18:17

and then it just all of a sudden stopped

18:18

working and they turned it off. Those

18:20

people say cold email is dead. But I

18:22

guarantee they have not been keeping up

18:24

with current trends, current tools, and

18:27

the new practices that are working. We

18:29

are getting more leads than ever using

18:31

cold email. And yes, deliverability is

18:33

harder now, but the tools and the

18:35

practices are better. and all of your

18:37

potential clients still use email and as

18:40

far as I know always will. But with that

18:42

being said, even though it's not dead,

18:44

the competition is getting fierce. And

18:46

yes, I am partially to blame for that.

18:48

So my bad. Another common misconception

18:50

that cold email requires technical

18:53

skills. The answer is no. You can launch

18:55

a cold email campaign in as little as 30

18:57

minutes. And I'm going to show you the

18:58

easiest ways to do it. When I first

19:00

started, you needed to understand DNS

19:02

records and how it all worked and how to

19:04

set it up manually. Now you don't need

19:06

to do it anymore. The new tools and

19:08

services that are available and I'm

19:09

going to be showing you how to use make

19:11

it laughably easy. That way you can

19:13

focus on the stuff that really matters,

19:15

the hard stuff, which is the list

19:17

building and the copywriting, which

19:18

we're going to talk about. Do you think

19:19

cold email is expensive? Well, you're

19:21

wrong. This is by far the most

19:24

affordable marketing channel, hands

19:25

down. Can't even compare it to any other

19:27

one. Lead data is nearly free and it's a

19:30

race to the bottom. It is getting easier

19:31

and cheaper to access the data and the

19:33

data is getting more and more accurate.

19:35

Mailboxes and infrastructure is getting

19:37

cheaper and cheaper. You can launch tons

19:39

of mailboxes in minutes for super low

19:42

prices and you can run your entire

19:43

system for under $100 per month. And the

19:46

best part is you can scale it up once

19:48

you actually prove that it works. All

19:49

right, now we're going to talk about the

19:51

fundamentals, the three pillars of cold

19:53

email. So imagine there are three

19:55

pillars holding up your cold email

19:57

castle. And if one of the pillars is

19:59

weak, the castle comes crashing down.

20:01

Now, let me break something to you. Cold

20:03

email does not work for six out of 10

20:05

people. Just like social media and ads,

20:08

you can't just set it up and expect the

20:10

money printer to go br. But with trial

20:12

and error, every single business can

20:15

make it work within 60 days. I've

20:16

personally built over 250 systems over

20:19

the past 10 years, and they all work.

20:22

But you have to get these three things

20:24

right. These are the three pillars of

20:26

cold email. If your system is not

20:28

working, look at these pillars. And if

20:31

it is working, but you want to improve,

20:33

you find the weakest pillar. Here are

20:35

the three pillars of cold email

20:36

marketing and how to make sure that they

20:38

are strong. Pillar number one is the

20:40

technical infrastructure. This is the

20:42

boring nerdy stuff that used to scare

20:44

people away from cold email and we're

20:45

going to be talking about it in this

20:47

video, but the technical infrastructure

20:49

essentially is the mailbox configuration

20:51

that you need to hit the inbox and not

20:54

get flagged as spam. Now the good news

20:56

with the technical infrastructure is all

20:58

you have to do is follow a recipe. Do

20:59

this then this then this and you'll end

21:01

up in the inbox. So some things that are

21:03

involved in the technical infrastructure

21:05

are the domain configuration. This is

21:07

the DNS records, the DKIM, the demark,

21:10

the mailbox configuration where the

21:12

mailbox is built and how it's set up.

21:14

The software setup, this is the software

21:16

that's sending your cold emails and

21:18

warming up your cold email mailboxes.

21:20

Now, pillar one is the easiest one to

21:22

get right because all you have to do is

21:23

follow a system or use a tool that does

21:25

this for you. And I'll be walking you

21:27

through how to do it yourself and the

21:28

best tools and ways to go about this.

21:30

But if you take shortcuts, your

21:32

technical infrastructure is going to be

21:33

broken and you're going to be stuck in

21:35

spam and it's not going to be working

21:37

and you're going to be wondering why.

21:38

This crap is hard enough as it is. Don't

21:41

take shortcuts. Don't cut costs. Follow

21:43

what I say and this will work. Pillar

21:45

number two is list building. This is

21:47

finding people who are actually a good

21:49

fit for your offer. Making sure that

21:51

their emails are actually valid,

21:53

qualifying your leads just to make extra

21:55

sure. So remember, the worst thing that

21:57

you can do is get marked as spam. Too

21:59

many people mark you as spam, it's not

22:01

going to work. So to avoid getting

22:02

marked as spam, your emails have to be

22:04

relevant, which means you're emailing

22:06

relevant offers to relevant people. For

22:09

example, I don't have babies. So if you

22:11

send me an email offering some service

22:13

for child care or babies, you're getting

22:15

marked as spam. But if you send me an

22:17

offer for a SAS tool that helps me set

22:20

up mailboxes, that's relevant. That's

22:23

something I'm going to open and be

22:24

interested in. So, we're going to talk a

22:26

lot about list building. This is very,

22:27

very important. In fact, each of these

22:29

pillars is very important. That's why

22:31

there's only three pillars. And number

22:33

three is probably the hardest, which is

22:35

probably why we'll spend the most time

22:36

on it, which is offer and copy. This

22:39

pillar is the hardest one to get right

22:41

because there's not a simple template or

22:43

recipe that I can tell you to follow

22:44

that's going to get you to the perfect

22:46

offer and copy. Everyone's offer is

22:48

different. Your ICP is different. The

22:51

problem that you're solving is

22:52

different. And the more different it is,

22:54

the better cuz it means it's not a

22:55

crowded space where everyone's trying to

22:57

sell the same thing and you become a

22:59

commodity just competing on price. So,

23:01

some things to think about to win on

23:03

pillar three is does your offer solve an

23:06

actual problem? And is it interesting or

23:08

is there anything about it that you can

23:10

make interesting? You need to think

23:12

about how do you get that lead who

23:14

doesn't know who I am to open my email,

23:16

trust me immediately, and then give me

23:18

an interested reply. When you're writing

23:20

copy, you need to think, will it even

23:22

reach the inbox? And then, what sequence

23:24

of emails do I use? How many days in

23:26

between? All of that stuff we are going

23:27

to cover inside of this master class.

23:29

And I'm going to show you how to get

23:31

this right. But keep in mind, it's not

23:33

easy. Now, I get a lot of people who

23:35

watch my YouTube videos and they see

23:37

some of the really advanced stuff that

23:38

we're doing and they're like, "Well, I

23:40

want to do that." And they reach for the

23:41

advanced stuff before they've understood

23:43

the fundamentals. And this actually ends

23:45

up hurting their campaigns as opposed to

23:47

helping. So, I thought it was worth

23:48

making a slide of its own on

23:50

fundamentals versus fancy BS, aka, you

23:53

know, AI. Usually, most of my most

23:55

successful campaigns don't have some

23:57

fancy AI personalization. We're not

24:00

doing custom AI generated videos in our

24:02

best performing campaigns. In fact, you

24:04

should only consider using some of the

24:06

advanced stuff after you master the

24:08

pillars, the fundamentals. Fundamentals

24:11

beats AI fancy stuff every time. But

24:14

once you get a grasp over the

24:16

fundamentals and you have an offer and a

24:18

list that's working and receptive, you

24:20

add a little fancy and now you've got

24:22

some actual magic. All right, time to

24:24

jump in. We're going to knock out the

24:26

nerdiest, hardest stuff first. This is

24:28

going to be the technical setup for

24:29

dummies. Now, 99% of people take one

24:32

look at the cold email setup

24:33

instructions and they run away crying

24:36

like a little girl. But what if I told

24:37

you that the hard technical stuff is

24:40

actually the easiest part as long as you

24:42

follow a few simple rules. Now, I'm

24:44

going to make technical infrastructure

24:46

so easy that you will never flinch when

24:49

you see a demark record ever again. So,

24:51

let's get nerdy, my cold email Jedi.

24:53

Let's go. Now, quick warning here. If

24:56

you miss a step or take a detour, you're

24:58

boned. If you use the wrong software,

25:01

you're boned. If you try to cut costs

25:04

with an alternative, just follow my

25:05

instructions and use my recommended

25:07

tools and you can't f this up even if

25:10

you try. Now, I'm going to call somebody

25:11

out here, one of my best friends, Jesse

25:13

Henry. He's actually just living with me

25:15

in my penthouse for about a month and a

25:16

half. And I was trying to help him with

25:18

his cold email, and he asked me for help

25:20

to look at his cold email campaigns that

25:22

just weren't working. Now, I figured

25:24

stupidly, this is my bad, that he had

25:25

all of the technical stuff done right.

25:28

After all, with what I'm about to teach

25:29

you, how can you not? So, we did a

25:31

deliverability test and we learned that

25:33

all his emails were going to spam. So, I

25:35

checked his technical setup and he had

25:37

made all of the cardinal mistakes. He

25:39

took detours. He tried to save money and

25:41

use the wrong software and everything

25:43

was broken. I basically had to rebuild

25:45

his entire machine from scratch. So,

25:47

don't be like Jesse. Focus. Do this

25:49

right the first time and you're going to

25:50

save yourself so much headache and so

25:53

much money. All right. Now, I'm going to

25:54

go over to my whiteboard and I'm going

25:55

to show you how this all works. And I

25:57

need you to promise me not to freak out.

25:59

You don't need to memorize this, but

26:00

it's important to understand how it

26:02

works. That way, if something's broken,

26:04

you know where to look. Now, I'm going

26:05

to walk you through exactly how to do

26:07

the technical setup yourself, cuz it's

26:09

important to know how it all works. But

26:12

it's important to know my team can just

26:14

do it all for you. And the technical

26:15

setup is the easiest part to get right.

26:18

There is no reason to f this up because

26:20

if you do, your whole system breaks. So,

26:22

no excuse for getting this wrong. And

26:24

side note, setup is 100% free for

26:27

members of my insiders program for you

26:29

and for your clients. So if you're

26:30

offering cold email as a service, we'll

26:32

also do it for your clients. So to

26:34

access this, just go to

26:35

leadjenj.com/inbox

26:37

and we can do the setup for you. All

26:38

right, so first let's talk about the

26:40

three pillars of cold email. I'm going

26:42

to draw it like a pyramid for a specific

26:44

reason. Pyramids have a foundation. They

26:46

have a center. They have a top. Now with

26:49

cold email, if the foundation isn't

26:51

solid, you've got no chance. So, the

26:53

foundation of this pyramid is the

26:55

technical setup. So, I'm going to write

26:58

technical.

26:59

If the emails aren't hitting the inbox

27:01

and the technical setup isn't sound,

27:04

then you have no chance at making this

27:05

work. Now, in order to make cold email

27:07

work, you need all three of these to be

27:09

structurally sound. The technical setup,

27:12

this is the domains, the DNS records,

27:14

the mailboxes, the technical

27:16

configuration of your system. The next

27:19

layer of this pyramid is your list. If

27:22

the technical setup isn't good, the rest

27:24

of it has no chance of surviving. So,

27:26

the list, who are you actually sending

27:28

cold emails to? If the people you're

27:30

emailing are the right fit for your

27:32

offer, if the data that you're working

27:34

with is correct, then you have a chance

27:36

of making this work. If this is not

27:39

correct, you're sending emails to people

27:41

who are not a good fit, maybe the wrong

27:43

industry, the wrong job title, maybe

27:45

they're retired, maybe you have the

27:46

wrong email, then whatever you do up

27:48

here doesn't matter because your system

27:51

is not going to have a chance of

27:52

actually working. You need to hit the

27:54

inbox of the correct person. And then up

27:57

top, we've got copy.

28:00

Now, say you've hit the inbox, you've

28:02

hit the inbox of the correct person for

28:04

your offer. Now, you need to be able to

28:06

get them to open, to read, and to

28:08

respond to your cold email. So, this is

28:10

your setup. If the base is not solid,

28:13

the technical foundation, which we're

28:15

going to talk about in detail on this

28:17

board in just a second, then the rest of

28:19

it doesn't matter. Because if you're not

28:21

in the inbox, your targeting and your

28:23

copy have no chance of actually getting

28:25

through and working. If the emails go to

28:27

the wrong person, meaning the email is

28:30

invalid, you're emailing people who are

28:32

clearly not a good fit for your offer,

28:34

wrong industry, job title, company size,

28:36

they don't actually have the problem

28:37

that you're trying to solve, then

28:39

anything you do up here doesn't matter.

28:41

So, it's really important to think about

28:43

this bottom up and as you're building

28:45

your system and testing your system,

28:48

making sure that your technical basis is

28:51

solid and then that your list is solid,

28:53

everybody that you're emailing is a good

28:55

fit and valid. And only then should you

28:58

worry about your copy. So, now that you

28:59

understand this, I'm going to go ahead

29:01

and break the technical aspect of cold

29:03

email down. The domains, the mailboxes,

29:06

the DNS records, the servers, the IP

29:08

addresses. I'm going to make it all make

29:10

sense right here just so you can

29:12

understand what's going on and where

29:14

things can go wrong. So, let's go ahead

29:16

and go to a new page. All right. Now,

29:18

let's talk about the technical setup.

29:20

There's a lot of moving pieces that

29:21

bring a cold email from your mailbox to

29:25

their inbox and not getting it flagged

29:27

as spam or not getting it lost. So,

29:29

let's break down some of those pieces

29:30

and how they work. And if you understand

29:32

this, you're gonna under you're gonna

29:34

have a lot easier of time figuring out

29:36

why your technical setup is not working

29:38

and actually solving it. So, let's break

29:40

this down into the simplest terms

29:42

possible. To send an email from your

29:44

mailbox to their mailbox, you need a

29:47

couple of things. The first thing you

29:49

need is a server, like a computer, that

29:51

actually sends the data from your system

29:53

to their system. This is an IP address.

29:56

The IP address is linked to those

29:58

servers to those computers. Now,

30:01

typically when you're using like Gmail

30:03

or Microsoft 365, you're using their

30:06

computers. You're using their IP

30:07

addresses and they're in charge of

30:09

keeping those IP addresses and computers

30:12

clean and valid and trustworthy. The

30:14

next thing that you need to send an

30:16

email is a domain. So, a domain is like

30:18

jotterpr.com.

30:20

The otterpr.com is the domain. So, we

30:23

need a domain.

30:28

Now, just like a website, a domain is

30:30

hosted with an IP address with a server.

30:33

So, these these three items are all

30:34

going to be linked together. The IP

30:36

address, the domain, and the mailbox.

30:39

Once you have these three things, now

30:41

you can actually start sending cold

30:42

emails. And I labeled them from top to

30:44

bottom because of the importance. So the

30:46

IP address, all of these items are items

30:49

that the email service providers, ESPs

30:57

will look at and say that's trustworthy,

31:00

that's trustworthy, that's trustworthy.

31:02

Each of these have a has a reputation

31:04

score that will either go up or down

31:06

over time depending on how people handle

31:08

those emails and depending on how those

31:11

domains are configured. So from top to

31:13

bottom of importance, the IP address,

31:15

the computer that that's coming from is

31:17

unbelievably important. That's why we

31:19

tend to recommend using Google or

31:21

Microsoft IP addresses, Google or

31:24

Microsoft mailboxes. That's what that

31:26

means. And then there's the domain.

31:27

You'll typically buy that domain on a

31:29

site like GoDaddy or Spaceship or Pork

31:32

Bun. Where you buy it is your domain

31:34

register. that that doesn't really

31:36

matter so much because it's all kind of

31:38

the same thing. Where that domain's

31:39

registered now and where that domain's

31:41

hosted is a different thing. But

31:43

wherever you buy this domain, you're

31:45

going to have to give it some

31:46

instructions. Where is this domain going

31:48

to be hosted? What email service

31:50

provider is this domain going to use to

31:52

create mailboxes. All of those things

31:55

are in the domain's DNS records. These

31:57

DNS records are instructions for that

31:59

domain to to tell it how to operate. And

32:01

the ESP, the email service provider,

32:04

will look at the DNS records to make

32:06

sure that it's secure, to see where the

32:08

domain is hosted, to see where that

32:10

domain resolves. For example,

32:12

otterpr.com goes to a real website. If

32:15

that autopr.com resolved at a dead link

32:17

or redirected somewhere else, the email

32:19

service providers would know that as

32:21

well. And then once you have these two

32:22

things set up, you've got your Google

32:25

Workspace or your Microsoft Workspace,

32:26

you've told the domain that's where

32:28

you're setting up email addresses, now

32:30

you can start configuring mailboxes

32:32

under that domain. And all three of

32:34

these things have reputation scores.

32:36

They're all important, but the IP

32:37

address is the most important, followed

32:40

by the domain's reputation score,

32:43

followed by the mailbox, which has

32:45

individual reputation scores as well.

32:47

Now, the reason this is so important to

32:49

understand, so imagine a bunch of people

32:52

report this single mailbox. Maybe we've

32:54

got a 100 mailboxes and everybody

32:56

reports one mailbox as spam and the

32:59

reputation score goes down and we lose

33:02

this mailbox. We can no longer send

33:04

emails from this mailbox because they're

33:05

all going to spam. Well, this domain is

33:08

still okay. This IP address is still

33:10

okay. We can still make more mailboxes

33:11

under this domain. We can still put more

33:14

domains under this IP address and it's

33:16

all going to be just fine. But what if

33:18

multiple mailboxes get flagged as spam?

33:21

Or what if you email a spam trap and

33:24

your domain ends up on a blacklist?

33:26

Well, if that domain ends up on a

33:28

blacklist or the domain's reputation

33:30

score drops too low, then all of the

33:33

mailboxes underneath

33:35

also get blacklisted and will start

33:38

going to spam. That's why it's

33:40

increasingly important to keep the

33:42

domain health, the domain reputation,

33:44

domain score high. That's also the main

33:47

reason that we don't like sending cold

33:48

emails from our primary domain. Our

33:50

primary domain is sacred and it happens

33:52

all the time. People will use their

33:54

primary domain to send cold emails and

33:56

it actually works better for a period of

33:58

time because you've already built trust

33:59

and reputation score for that primary

34:02

domain, but then you make the wrong

34:04

move. You send emails to the wrong list

34:06

and your primary domain ends up on a

34:08

blacklist and now your whole company is

34:10

affected because the domain is more

34:13

important than just the mailbox itself.

34:15

All right, so what about these IP

34:16

addresses, these servers? Now, in

34:18

general, if you're using Google or

34:20

Microsoft, they're going to be

34:22

responsible for keeping those IP

34:24

addresses, their servers healthy. So

34:26

even if you do a blacklist check and you

34:28

see that some of these IP addresses are

34:30

blacklisted, Google and Microsoft are

34:33

typically changing those out, warming

34:34

them, keeping their IP ranges healthy.

34:37

So you don't have to worry about this

34:39

part at all. Now, as it currently

34:41

stands, Google is still beating

34:42

Microsoft for cold email. The

34:44

deliverability is higher even to

34:46

Microsoft. That's why for cold email as

34:48

it is right now, we're still

34:49

recommending Google servers, Google IP

34:52

addresses. Now, what you're probably

34:53

going to be tempted to do, and I've

34:55

fallen into this mistake as well, is to

34:58

cheap out on the mailboxes, and there's

35:00

a lot of services now where you can spin

35:03

up hundreds and hundreds of mailboxes

35:05

for less than a dollar a piece. And if

35:08

you do decide to use one of those

35:09

services like Infamail or Mailin, you'll

35:12

be able to scale a huge infrastructure

35:14

of cold email mailboxes. The problem is

35:17

you only get one IP address and there's

35:21

nobody else in charge of keeping that IP

35:23

address clean except you. So if

35:25

something bad happens to that IP address

35:27

and too many people mark it as spam, you

35:30

email spam traps or for whatever reason

35:32

that sometimes is out of our control and

35:34

unpredictable, the ESPs

35:37

will block that IP address and say that

35:39

we're no longer accepting emails from

35:41

that IP address. So, you're going to see

35:42

your bounce rates go up and you're going

35:44

to stop landing in the inbox. And what

35:46

happens if your IP address goes down? If

35:48

the server reputation becomes too low,

35:51

all of this stuff gets banned. All of

35:54

the domains under that IP address, all

35:55

of the mailboxes, and your cold email

35:57

system will tank overnight. All right.

35:59

So, what do you do to give yourself the

36:01

best shot at hitting the inbox, not

36:03

getting flagged as spam? Well, you want

36:05

to do what you can to control your IP

36:08

range. So you'll use Google to set up

36:10

your mailboxes. Problem solved on the IP

36:12

address. For the domain, the biggest

36:15

factor that you can control is the DNS

36:17

records, which means you do not want to

36:19

send a cold email if you don't have a

36:20

demark record, a DKIM record, a valid

36:22

SPF record. And you can just go and

36:25

check that really quick using any free

36:27

free tool that's going to be linked down

36:29

in the description and inside of my

36:30

resources packet. And then the last

36:32

thing that's under your control is the

36:33

reputation score. So, how do we build

36:35

reputation of our domains, of our

36:37

mailboxes, of our IP addresses? We send

36:39

good emails for a long period of time.

36:41

So, age and reputation score is under

36:44

your control through time and through

36:46

email warm-up. So, if you want to

36:48

increase the score and give yourself the

36:49

best chance, the longer you wait, the

36:51

better. Typical rule for domains, cuz

36:54

domain age is so important, at least 30

36:56

days. Ideally, 60 to 90 days, but 30

36:58

days is the minimum before you should

37:00

start sending cold emails from that

37:02

domain. And then the mailboxes, you want

37:05

to be warming up from day one. Once you

37:07

create these things, you should be

37:08

warming up progressively. And we're

37:10

going to talk about recommended warm-up

37:11

settings when we get to that section.

37:13

But those are the things within your

37:14

control. That's what you need to do.

37:16

Now, let's talk about on the recipient

37:18

side. So, this is your leads inbox. This

37:20

is the person that you're emailing and

37:22

they're receiving that email and you've

37:24

got an ESP on their end, an email

37:27

service provider that they're using to

37:29

actually control the flow of emails

37:31

coming in. That could be Microsoft, that

37:33

could be Google, that could be Yahoo.

37:35

And they all handle this a little bit

37:37

differently, but they all kind of look

37:38

at the same key factors. Let's move that

37:40

over here. So, here's that leads inbox

37:42

is coming in. They're looking at the DNS

37:44

records of the domain. Is that domain

37:46

secure? One of the things these DNS

37:48

records do is tell the recipient that

37:50

the email is actually coming from that

37:52

person. It's not being spoofed. That's

37:54

essentially the whole purpose of the

37:56

DKIM record, the demark record,

38:00

the SPF record. It's all there for

38:03

security. You need to have them and it's

38:04

just saying that email is coming from

38:06

that person and not being spoofed. The

38:08

other important thing that they're going

38:10

to look at is the copy. So, they're also

38:13

screening the emails coming in to say to

38:15

see what those emails say. Now, Google

38:17

and Microsoft are obviously much more

38:19

advanced when it comes to screening copy

38:21

and leveraging AI to do that. So, it's

38:24

really important. It's a key factor in

38:26

getting through to certain mailboxes is

38:28

what you say. If it's bouncing or you're

38:31

ending up in spam, one of the first

38:33

things that you should look at is what

38:34

are you saying in the copy and how can

38:35

you change it? What spam words or

38:38

phrases are you using that could be

38:39

triggering those spam detectors? We're

38:41

going to talk about that a lot more in

38:43

detail when we get to the copywriting

38:44

section. And now, the other thing that

38:45

they're looking for is the reputation.

38:47

and not just the reputation of the

38:49

domain, the reputation of the mailbox,

38:51

the reputation of the IP address. So, if

38:54

you're sending from Google or Microsoft,

38:55

chances are that's going to look good to

38:58

Google or Microsoft. And as it stands

39:00

right now, Microsoft accepts Google

39:02

actually just as much or better as it

39:04

accepts Microsoft. But Google still

39:06

delivers better to Google. That's why

39:07

we're still recommending Google for cold

39:09

email infrastructure. But they're

39:11

looking at the reputation of that domain

39:14

as well as the age of that domain and

39:16

the reputation of the individual

39:18

mailbox. But domain reputation, we

39:21

actually can monitor, especially how

39:23

Google looks at your domain or Microsoft

39:25

looks at your domain. We use a tool like

39:27

Google Postmaster to do that. We're

39:29

going to talk about that more in detail

39:30

in the deliverability section. And they

39:32

actually tell you IP reputation, domain

39:35

reputation, so you can see if any of

39:37

those things are affected. Now, if all

39:39

of this looks good, the email ends up in

39:42

the inbox. So, let's talk about buying

39:44

cold email domains. What service should

39:46

you use to buy them? Does it matter? How

39:48

do you acquire them in scale? I'm going

39:50

to be walking you through all of that

39:51

step by step. Now, there's a few

39:53

different options where you can acquire

39:55

domains. I like to purchase them through

39:57

a platform called Spaceship. There's

39:59

also GoDaddy, Pork Bun, Cloudflare. A

40:02

lot of people use different domain

40:04

purchasers and they think that it makes

40:05

a difference. Now, the big difference

40:07

for me is that Spaceship makes it really

40:10

easy to buy them in bulk, to find

40:12

available domains. It's really

40:14

affordable to acquire domains and to

40:16

renew domains. For example, on GoDaddy,

40:18

you can get it for $12 for the first

40:20

year, but on renewal, it doubles or

40:23

triples in price. So, let's actually go

40:24

into Spaceship and buy a couple domains

40:26

and set them up. Spaceship is

40:28

essentially designed so that you can buy

40:30

cold email domains in bulk and manage

40:32

them in bulk. So, what we're going to do

40:34

is we're going to go to all products,

40:36

domain name search. Now, what's so cool

40:39

about spaceship is this beast mode. It

40:42

is made for finding cold email domains

40:44

at scale. So, TLDDLs are the end of a

40:47

domain name. Right now, it's got all of

40:49

them activated. I'm going to X that out.

40:51

I only want dotcoms. Couple reasons for

40:54

it. They instill trust faster than

40:56

others and they're cheaper.io's are

40:58

cool, but they're like three or four

41:00

times the price of dotcoms. I'm gonna

41:01

enter in some keywords that I want my

41:03

domain to contain. So let's say instead

41:06

of Otter PR, my business name was Beaver

41:09

PR. So I want to enter Beaver. So I want

41:12

some brand recognition there. And then I

41:14

want to enter some other keywords that

41:15

can go along with it. Uh viral media,

41:20

PR,

41:22

public, public relations. Now spaceship

41:26

is going to start to create variations

41:28

using these different keywords. And

41:30

chances are viralmedia.com is not going

41:33

to be available, but viralbeaver.com

41:35

is likely available. So, it's probably

41:37

going to have most of them containing

41:39

Beaver. There's also other filters you

41:40

can use, but I don't like to use them. I

41:42

like to hide unavailables. And where

41:44

this gets really cool, I'm going to go

41:46

ahead and apply this first and see what

41:48

what's available without using any of

41:50

the domain hacks. And we're going to

41:52

generate. All right. I don't think any

41:53

of these are available, which is

41:55

typical. This is why we need to use the

41:57

domain hacks. What we're going to do is

41:58

we're going to use prefixes and

42:00

suffixes. It's going to automatically

42:02

generate the most commonly used prefixes

42:05

and suffixes. So, when I was giving you

42:07

the example myotterpr.com, getterpr.com,

42:10

these are all ones that are used inside

42:13

of these prefixes and you can add your

42:15

own. Once you add these, you can go

42:16

ahead and apply. And now it's going to

42:18

start giving you tons of options of

42:20

domains that you can acquire. So, as you

42:21

can see, the domains are $8.88 to

42:24

acquire and $10 per year to renew. This

42:27

is infinitely cheaper than using

42:29

something like GoDaddy. And I can just

42:30

add all to cart really quickly and

42:32

acquire domains in bulk. I'm going to go

42:34

ahead and buy publichubs.com cuz that

42:36

one's kind of cool and I feel like I

42:38

could use it for other stuff. And I'm

42:40

going to go ahead and purchase this

42:41

domain. Now, you don't need to activate

42:43

any of this stuff. It's registering for

42:44

1 year. Privacy is included. GoDaddy

42:46

just jacks up the prices on all of these

42:48

things. They should not be that

42:50

expensive. This is what you should pay.

42:51

So, we're going to go ahead and pay now.

42:53

And just like that, I own the

42:54

domainhubs.com.

42:56

And now there's a lot of stuff that I

42:57

can do with this domain. So I need to

42:59

manage it. Specifically the DNS records,

43:02

the back end of this domain. I need to

43:03

tell this domain what to do. So to

43:05

manage my domains, I'm going to come

43:06

into Launchpad

43:08

Domain Manager. Now let's walk through a

43:10

couple of the things that are available

43:12

to me. Name servers and DNS records. So

43:15

name servers are where that domain is

43:18

being hosted. I bought it on spaceship.

43:20

So right now it's on spaceship. Usually

43:22

it defaults to wherever whatever

43:23

registry you use to buy the domain.

43:25

Wherever these name servers are pointing

43:27

is where I need to go to control the DNS

43:29

records, which we'll talk about in just

43:31

a second. Now, if I wanted to move this

43:33

domain to Cloudflare, for example, I

43:36

would just have to update the name

43:37

servers and then I could use Cloudflare

43:39

to control the DNS. The other option

43:42

here is adding DNS records. So, these

43:44

are things like the CNAME record, the MX

43:46

record, the A record, the DKIM, the

43:48

DMARK. These are all MX records and you

43:50

can do that just by simply adding

43:52

records here. This is how you do it

43:53

manually one by one or you could do

43:56

advanced DNS records where you can do

43:58

things like upload. Next, you'll see URL

44:00

redirect. So, where do you want this

44:02

domain to redirect to? Obviously, this

44:04

isn't a real website. Obviously,

44:06

pubhubs.com is going to go to nothing.

44:09

So, let's go ahead and just try it.

44:10

Obviously, the site cannot be reached

44:12

because there is no website. There's

44:13

nothing there. So, what I want to do is

44:15

do a permanent redirect to otterpr.com.

44:18

So, I'm going to do www.otterpr.com.

44:22

That way, anytime someone visits the

44:24

website.com,

44:26

it'll automatically redirect to my

44:28

actual website. Now, it's also important

44:30

to note here that any change you make to

44:32

your DNS or your name servers or

44:33

redirects don't happen immediately.

44:36

There's a little bit of a delay that we

44:37

call propagation in the infrastructure

44:39

world. So, if you make a change and it's

44:41

not perfect or reflecting right away,

44:43

just be patient, hang in there. Usually,

44:45

it's just a few minutes, but sometimes

44:46

it can be hours. All right, so that's

44:48

how you acquire domains and control your

44:50

name servers and DNS records and URL

44:52

redirects. Now, some people like to

44:55

bring their name servers off of

44:56

Spaceship and into Cloudflare for a

44:59

couple different reasons. One, it's a

45:00

little bit more secure. You can manage

45:02

your DNS records all in one place. And

45:05

if you're interested in learning how to

45:06

do that, you can watch my full spaceship

45:08

walkthrough linked down below. But 99%

45:11

of people don't need to do that. It's

45:12

not super important. and it has not been

45:14

proven to increase the results of your

45:16

cold email campaigns. So, for simplicity

45:18

sake, you can just manage all of your

45:20

DNS and keep your name servers on

45:22

spaceship. So, again, that bonus info on

45:24

moving your domains to Cloudflare worth

45:26

an honorable mention, but I'm not going

45:27

to be walking you through that in this

45:29

video because honestly, I don't want to

45:31

confuse you and add too much. You don't

45:32

need to do it. It has not been proven to

45:34

really improve results. I've tried both

45:37

and I've tried multiple domain

45:38

registers. Spaceship works great. All

45:41

right. Now let's talk about configuring

45:42

the domains. There are certain DNS

45:45

records also domain name system is what

45:48

that stands for that tell the domain

45:49

what to do where to point is it

45:51

authenticated uh is it secure and

45:54

private and you need to have these DNS

45:55

records done correctly if you want your

45:58

emails to go to the inbox not to spam

46:00

the forwarding domain we just talked

46:02

about and that's how that works. And

46:03

then lastly custom tracking domains

46:05

which were a big thing back in 2024 2023

46:08

less important now but I'll show you how

46:10

to set them up. All right, so let's talk

46:11

about some of these core DNS records.

46:14

And just to close the loop, you saw me

46:17

change the forwarding domain to

46:18

otterpr.com. It took about five minutes

46:21

for that redirect to actually take

46:23

place. This is the propagation. Now,

46:25

when I visit publicHubs.com, it

46:27

redirects to otterpr.com as intended.

46:30

All right, so let's set the DNS records

46:31

up for this pubhubs.com. What do I

46:34

actually have to do to make this thing

46:35

work? I've got this domain. How do I

46:37

create mailboxes? How do I get the DNS

46:39

records on there? and what DNS records

46:41

do you need to use? Then we'll do the

46:43

custom tracking domain. And if you don't

46:45

know what a custom tracking domain is,

46:47

these are specific domains used by the

46:50

email sending software to track certain

46:53

actions like clicks and opens or for

46:55

unsubscribe links. Now, cold emailing in

46:58

2025, we never add tracking links to

47:01

cold emails. They cause the emails to go

47:03

to spam. And the recommendation right

47:05

now is that we do not use them. So, if

47:07

we're not using links and we're not

47:08

tracking things, do we need the custom

47:10

tracking domain? Not really. But

47:12

standard practice is to set it up

47:14

anyways. And if you use our setup

47:16

service or other setup services, they'll

47:18

always set this up for you and add it to

47:20

the domain. Let me just show you what

47:22

this looks like in practice. I'm going

47:24

to go into one of my campaigns. Now, as

47:26

you can see, no links, nothing to click

47:29

here. But if I wanted to add an

47:31

unsubscribe link here, I just click more

47:33

rich.

47:35

Insert that unsubscribe link. Say what

47:38

it says. And now when you click on this

47:41

link, it's a link generated by Instantly

47:43

AI that basically tells them that person

47:46

unsubscribed. Now, if you don't have a

47:48

custom tracking domain in there, they

47:50

use their link. And if it uses

47:52

Instantly's link, that is the easiest

47:54

way on earth for Google or Microsoft to

47:56

say, "Wow, I see Instantly AI's link.

47:58

this is a cold email. Let's send that to

48:00

spam. That's why you need those custom

48:02

tracking links if you use unsubscribe

48:05

links or if you track opens. Another

48:07

honorable mention here is domain masking

48:09

proxies. This is a cleaner way of doing

48:12

domain forwarding. So, if you saw in my

48:14

example, it redirected me to

48:17

otterpr.com. An alternative way to do it

48:19

is to add a domain masking proxy. And

48:21

there's services you can use for this

48:23

like email guard where instead of

48:25

redirecting to otterpr.com it'll still

48:27

show that you're on publicHubs.com but

48:30

it'll look like otterr's homepage. It's

48:32

a masking proxy and I've tested it

48:35

against doing it the forwarding way and

48:37

there is absolutely no difference.

48:39

That's why we don't use them anymore.

48:40

It's just an additional step in the

48:42

process. The original thought is that it

48:44

would improve email deliverability and

48:46

that has not been true yet. I do have a

48:48

free video on my channel about how to

48:49

set up these domain masking proxies if

48:51

it's something you're interested in, but

48:53

my advice is don't worry about it yet.

48:55

There's no additional benefit. All

48:57

right, let's do a live DNS record setup.

48:59

Uh, and just to be frank, I haven't done

49:01

one of these in probably years because

49:04

my team does all of it now. The service

49:06

does all of it now. So, if you want to

49:08

leverage that service, all you have to

49:09

do is go to lead genenj.cominbox

49:14

and our my team will be able to set up

49:16

all of your mailboxes for you. But with

49:18

the service, you just tell us how many

49:19

mailboxes you want. We can also purchase

49:21

the domains for you, so you don't even

49:23

have to worry about that part. And it

49:24

just walks you through the entire

49:26

process really nicely. But with that

49:28

being said, let's go ahead and set up

49:29

the DNS records in a mailbox

49:31

forhubs.com.

49:32

Now, if you're doing this yourself and

49:34

you want to use Google Workspace and you

49:35

want to pay $8 per mailbox, you can go

49:38

ahead and click get started and then

49:40

sign up for a Google Workspace account

49:42

for your business. I of course already

49:44

have hundreds of workspaces, so I'm

49:46

going to skip the setup process and skip

49:48

right to setting up the domain. This is

49:51

what Google Workspace is going to look

49:53

like once you're inside. Now, you're

49:54

going to want to have to add your domain

49:56

first. You're going to come into

49:57

accounts, domains, manage domains. And

50:00

by the way, guys, you can pin this

50:02

stuff. So, it's already up top, but I

50:03

wanted to show you where to find it.

50:04

Look at all these domains that I already

50:06

have verified and activated inside of my

50:08

admin panel. We're going to go ahead and

50:10

add another domain. We're going to put

50:12

only the domain. I'm going to skip the

50:14

stuff before and after. And we're going

50:17

to set this up as a secondary domain.

50:19

We're going to add domain and start

50:21

verification. Okay, it wants me to

50:23

verify ownership.

50:25

So, select my domain host. I'm using a

50:28

different host, so I'm going to go ahead

50:29

and continue. And I'm going to have to

50:31

verify these manually. Now it wants me

50:32

to verify by adding these records to my

50:35

domain. So first is a txt record name

50:38

set to default value is this

50:42

TTL set to the lowest value or default.

50:45

So let's go ahead and do that. Now I've

50:47

copied the value. We're going to come

50:48

in. I'm going to go into name servers

50:50

and DNS. Add a record.

50:53

And now we're going to click txt. So

50:56

when it says the default, that usually

50:58

just means at. So I'm going to add that

51:00

at sign. I'm going to paste the value

51:02

and TTL. This is like how long it takes

51:04

to propagate. So you saw how long it

51:06

took for the forwarding to take place.

51:08

If I make this 1 minute, it's going to

51:10

propagate a lot faster. The other thing

51:12

that I'm going to do here, it wants me

51:14

to use txt as the primary verification

51:16

method, but it also gives me a secondary

51:18

method, which is the CNAME record. I'm

51:20

actually going to do both just to make

51:23

sure that this goes through without a

51:25

shadow of a doubt. So, I'm going to copy

51:27

the name

51:29

and we're going to add a CNAME record.

51:31

Now, this is the host. This is where

51:32

they want me to put that information.

51:34

And then let's come back to domain

51:35

setup. The value for that came record

51:38

here.

51:40

And again, TTL, we're going to do 1

51:42

minute. Okay, they've both been added.

51:44

We're going to continue. The DNS is

51:46

propagating. Hopefully, it goes pretty

51:48

quickly. And then let's verify that this

51:50

is set up correctly. So, confirm.

51:54

Getting my domain ready. Beautiful. It

51:56

was verified successfully. Now we have

51:58

to activate Gmail. They're going to help

52:00

me set it up. It's probably going to be

52:01

more DNS records. So now that my domain

52:04

is verified, I'm actually going to click

52:05

do this later. Now, as you can see, that

52:07

domain is here in manage domains. I'm

52:09

going to go ahead and add a user here.

52:11

So let's just add myself and create

52:13

user. Okay, I'm just going to grab this

52:14

info so I can log in after the setup is

52:17

complete and show you that it works. And

52:19

let's go ahead and click done. Now I

52:20

want to verify that domain. So let's

52:22

come into manage domains, public hubs.

52:24

We're going to activate Gmail. Now, we

52:26

need to set up the MX records. This is

52:28

telling that domain how to exchange

52:31

emails between other domains. So, we're

52:33

going to go ahead and set up those MX

52:34

records.

52:36

Continue.

52:42

Proceed with activation.

52:46

Different host. And now we have to put

52:48

in the MX records. So remember to copy

52:51

the points to

52:53

priority one. So MX records also have a

52:55

priority attached to them. So let's go

52:57

ahead and come back into DNS settings

53:00

and add some more records. And we're

53:02

going to have to add a few different MX

53:04

records. So MX at

53:09

value

53:11

priority 1.

53:13

And now I can keep the TTL standard

53:16

which is 30 minutes. Let's go ahead and

53:18

save all. Okay, confirmed.

53:22

Just like that, I'm verified and ready

53:24

to start using Google. I can now send

53:26

and receive emails from that mailbox.

53:28

So, let's go ahead and log into it just

53:29

to show you. Open up a private browser

53:31

and log into that mailbox that I have

53:33

just created. All right. So, as you can

53:35

see, it's now a functional mailbox that

53:37

I can do lots of stuff with. I can add

53:38

this to different platforms. I can sync

53:40

it to instantly. I can start sending and

53:42

receiving emails from this mailbox. I'm

53:44

going to skip this password thing right

53:46

now. And now I'm going to finish the

53:47

configuration, the DNS configuration. So

53:50

the mailbox is created. Great. But is it

53:52

going to hit the inbox? Probably not

53:54

because that domain doesn't have all of

53:57

the m all of the DNS records that it

53:59

needs yet. So let's actually scan this

54:01

thing. We're going to use a free tool

54:02

called easydmark.com.

54:04

I recommend that you use this as well.

54:06

It's free and does just about everything

54:08

that you're going to need. So I'm going

54:10

to come in and scan this domain. By the

54:12

way, I'm on easydmark.com. We're going

54:14

to come into tools. And here's all of

54:16

the mailbox and domain tools that you're

54:18

going to need. Domain scanner, DNS

54:21

record checker, and it'll kind of tell

54:22

you what you're missing, too. So, let's

54:24

go ahead and scan that domain, and see

54:26

what's on there so that I can add the

54:28

things that it needs. So, you can see

54:30

risk assessment is high. It doesn't have

54:32

an SPF record, a demark record, a DKIM

54:35

record. So, the ESPs, email service

54:38

providers, are going to see this and

54:39

they're not going to allow that email

54:41

through. So, now let's correct these one

54:43

by one. So, if you come into your Google

54:45

Workspace and type in DKIM up top,

54:47

you'll see DKIM authentication. Google

54:49

actually has a built-in tool to help you

54:51

authenticate the emails. So, we're going

54:53

to go ahead and select the correct

54:54

domain, publish.com.

54:57

And we're going to generate a new

54:58

record. You can go ahead and just

55:01

generate based on this. This looks fine.

55:05

And now we're going to have a txt record

55:08

and a value. So, let's go ahead and copy

55:11

this into our domain manager. I'm in the

55:14

advanced DNS now just to show you the

55:15

difference.

55:17

And we're just going to add a couple

55:18

records. We're going to add a txt

55:21

record. Here's that new one. This is the

55:24

value Google

55:27

domain key. And then we're going to grab

55:31

the record value.

55:44

And once we've got that new record in

55:46

there, we're going to go ahead and add.

55:50

And then we can start authentication.

55:51

And Google's going to check to make sure

55:53

that demark record is actually correct.

55:55

And it warns you. See, uh, it may take

55:57

48 hours for the DNS records to fully

55:59

propagate. So now that the DKIM records

56:02

in there, let's go ahead and do the

56:03

DMARK and the SPF records. So let's come

56:06

back into easydmark.com. I'm going to

56:08

leave this open. I'm going to open up an

56:10

additional tool. Let's go to SPF record

56:12

generator and we're going to go ahead

56:14

and use their kind of standard

56:16

recommendation. So I've got pubhub.com.

56:18

Let's go ahead and generate that record.

56:23

Okay, it's saying this record is valid.

56:25

Cool. So let's grab this value. And

56:28

notice how the host is just the domain

56:30

itself. So when you see that that you're

56:32

going to use just an at sign. So let's

56:34

add an additional record. It is a txt

56:36

record.

56:37

It's going to be at and then the SPF

56:41

value will go here.

56:45

And now we've got an SPF record. The

56:48

last thing that we're missing is a

56:49

demark record. So I'm going to come into

56:51

tools and do demark record generator.

56:54

I've already got our domain there. For

56:55

policy type, I'd recommend using

56:57

quarantine or reject. I don't want to

56:59

get too in the weeds with these. There's

57:01

different recommendations from various

57:03

sources on whether to use reject or

57:05

none. Honestly, it doesn't matter very

57:07

much. You will need an email to send the

57:09

demark reports to. And if you come into

57:11

advanced configuration and you set

57:13

failure reporting options to zero, now

57:16

you won't get any reports, which is kind

57:17

of what I like. The rest of it you can

57:19

leave as is and generate a demark

57:21

record. I know I skipped over a bunch of

57:23

stuff here just because for cold email

57:25

it doesn't matter. Now, if we're talking

57:26

about your primary domain setting up a

57:28

demark record, there's a lot more nuance

57:31

to this, but for the purposes of cold

57:33

email, this will do just fine. Now,

57:35

here's another quirk that you should pay

57:36

attention to. It says host_demark.youd

57:40

domain. If you copy this whole thing and

57:41

you paste it in to the DNS records, it's

57:44

going to be incorrect because you don't

57:45

actually include your domain name.

57:48

You're just going to do underscore

57:50

demark. That's why when it hits copy, it

57:51

only copies that part. Now, I'm not

57:54

going to copy that because I'm just

57:54

going to type it in. I'm going to copy

57:56

the value. We're going to add another

57:57

record, another txt record, the

58:00

host_dark,

58:03

and the value right there. Now, we've

58:06

got all the necessary security protocols

58:08

so that the email goes into the inbox

58:10

and not spam. We've got an SPF record, a

58:12

DM record, and a demark record. And the

58:15

MX records telling us that it's a Google

58:17

mailbox. Finally, the last thing to add

58:19

is a custom tracking domain. So, I just

58:21

opened up one of the mailboxes inside of

58:23

our Instantly account and I see the

58:25

custom tracking domain section. We're

58:26

going to go into this when we do

58:28

software setup, but it gives you the

58:29

records here. We've got the record type,

58:31

the host, and the value. This is going

58:33

to be the same across most of your

58:35

mailboxes. So, you don't actually have

58:37

to add the mailbox first. You can set

58:39

these up as soon as you do the domain

58:41

setup. Host inst. And the value is here.

58:44

So, let's go ahead and set this one up

58:46

knowing that this is going to be the

58:48

record. I'm going to go ahead and copy

58:49

the value.

58:54

We're going to add that final record.

58:56

It's going to be a CNAME record,

58:59

the CNAMEN instal.

59:07

And that is the final record to round

59:08

out the domain DNS setup. Now, if you

59:11

don't want to deal with any of that

59:12

yourself, because you shouldn't have to,

59:14

and you definitely shouldn't be paying

59:15

$8 a month for G Suite by doing it

59:18

yourself, you should take advantage of

59:20

this setup service. It's only $3 per

59:22

month per mailbox. We do all of the

59:24

technical setup for you. And most

59:26

importantly, you actually have a mailbox

59:28

rep, somebody where if something goes

59:30

wrong, you can reach out and they will

59:32

go and fix it. If it gets disconnected

59:34

or it starts going to spam, you have

59:37

somebody that you can actually ask for

59:38

help. All right. All right, now let's

59:39

talk about the age-old dilemma. Do we

59:42

use Google? Do we use Microsoft? Do we

59:44

use some cheap SMTP service to set up

59:47

our mailboxes and send emails? Well,

59:50

this matters a lot cuz if you choose the

59:52

wrong thing, you try and cut corners,

59:54

you're going to end up in spam. So,

59:56

follow what I tell you, and I'm going to

59:57

be going through some of these different

59:58

options, how to think about them, giving

60:00

you my recommendation, and I'm actually

60:02

going to give you my reasoning so you

60:03

don't get caught in some price trap

60:05

where you're paying the absolute

60:06

minimum, but all your emails are going

60:08

to spam. We're not going to let that

60:09

happen to you. So, what are your

60:10

options? You've got Google, you've got

60:12

Microsoft, and then we've got custom

60:14

mailbox solutions. These are private IP

60:17

addresses. You can either set them up

60:19

really cheaply using various services,

60:21

or you can pay for more well-managed

60:24

custom mailbox solutions. We're going to

60:25

go through all four of these options so

60:27

you can understand the differences, pros

60:29

and cons, and then I'm going to give you

60:30

my recommendation. All right, let's

60:32

start with some terminology. ESP, you've

60:34

probably heard me mention that already.

60:35

That means email service provider. When

60:37

you hear ESP or email service provider,

60:39

think about what companies have email

60:41

services. We've got Yahoo, we've got

60:43

AOL, Google, and Microsoft obviously are

60:46

the biggest ones. And that's where we're

60:47

going to focus most of our attention.

60:49

The email service provider that you use

60:51

is really important. And the reason it's

60:53

so important is because of the IP

60:55

address. The way that emails flow, kind

60:57

of as described earlier, there's a lot

60:59

of different variables that make an

61:01

email go to an inbox. One of the most

61:03

important is the IP address or the

61:05

server that that email was sent from.

61:07

That server is managed by one of these

61:09

email service providers. So the more

61:11

trusted that IP address is, the higher

61:14

the reputation, the higher the

61:15

deliverability. And that email service

61:17

provider is in charge of keeping their

61:20

IP address clean. So if you're using

61:22

Google or Microsoft mailboxes, you're

61:24

using Google and Microsoft IP addresses.

61:27

If one of those IP addresses reputation

61:29

drops or gets blacklisted, it's up to

61:32

them to switch it out to make sure that

61:34

your emails are ending up in the inbox.

61:36

They're very invested in that. And they

61:37

have the added benefit of that most

61:39

people like you and me are either on

61:41

Google or Microsoft. So the email

61:43

service provider doesn't just send the

61:45

email, they're also receiving many of

61:47

these emails and they screen the emails

61:49

that are coming in. So, if they're

61:51

coming in from a Google IP address and

61:53

I'm using Google, good chance Google

61:55

looks at that and says that's probably

61:56

trustworthy. All right. So, now that you

61:58

kind of have an understanding of email

61:59

service providers and IP reputation,

62:02

let's actually talk about some of these

62:04

options. Now, the first one is Google.

62:05

And this is probably the most popular

62:07

platform for cold emailing. They're very

62:09

aware that we're sending cold emails. In

62:11

fact, I think they're supportive of it.

62:13

Now, at the normal rates, Google now

62:14

charges $8.40 40 cents per month per

62:17

mailbox, which is a ton of money once

62:20

you're scaling an email system, which is

62:22

why I don't recommend signing up for G

62:24

Suite and paying those normal rates.

62:25

Instead, you should work with an email

62:27

setup partner. People like myself have

62:29

negotiated rates so that we're able to

62:32

set up mailboxes at scale for $3 per

62:35

month per mailbox. This allows you to

62:38

scale your infrastructure much more

62:40

affordably and you don't have to worry

62:41

about setting them up yourself. You'll

62:43

soon see that Microsoft also has a

62:45

program like that where you instead of

62:46

paying retail rates, you'll pay those

62:48

reseller rates. Mailbox infrastructure

62:50

services like Inbox by Lead Genj make

62:53

the setup super easy with Google. And

62:55

I'm not the only one offering this. I'm

62:57

the best because you can transfer them

62:59

in and around providers and you get a

63:00

mailbox rep which you don't get anywhere

63:02

else. But there's lots of services that

63:04

can help you do this. Now, as of 2025,

63:07

Google has the highest inbox placement

63:09

of 87.2%.

63:11

This is higher than Microsoft and higher

63:13

than SMTP custom solutions. There's been

63:16

a lot of debate and studies and tests

63:18

around provider matching. So, I'll just

63:20

talk about that briefly. Platforms like

63:22

Instantly AI or Smartle will allow you

63:25

to select a box that says provider

63:27

matching. In fact, let me just show you

63:28

what that looks like in one of these

63:30

campaigns. So, if I come into options in

63:32

any of these campaigns and I go to show

63:34

advanced options, one of the options I

63:36

can select is enable provider matching

63:38

for deliverability boost. The principle

63:41

here is if you're trying to reach a

63:42

Microsoft inbox, though, wouldn't it

63:44

make sense to send from a Microsoft

63:46

inbox because they see one that looks

63:49

like themsel and they're more likely to

63:51

let it through? Well, so far from what

63:52

we can tell, that's actually not true.

63:54

And provider matching doesn't actually

63:56

help. In fact, Google's still better at

63:58

getting through to Microsoft than

63:59

Microsoft is at getting through to

64:01

Microsoft, which is actually pretty

64:02

crazy to me. So, one thing to keep in

64:04

mind here is that small to medium-sized

64:07

businesses generally prefer Google. When

64:09

it goes to enterprise and large

64:11

businesses, they're primarily using

64:13

Microsoft. Now, I just said provider

64:15

matching doesn't necessarily help get

64:18

through to Microsoft, and that's

64:19

generally true, but it can be a good

64:21

idea to have multiple different mailbox

64:23

providers inside of your system cuz at

64:26

any given month, one might be per

64:28

performing better than the other. There

64:30

was a whole period of time where

64:31

Microsoft was crushing it to to

64:33

Microsoft and then it essentially

64:35

stopped. By the time you're watching

64:36

this video, maybe it's early 2026. What

64:38

I'm telling you now could be irrelevant.

64:40

That's why you need to be in the

64:41

community so you can stay up to date

64:43

with the most recent news. All right,

64:44

that's Google. Now, let's talk about

64:46

Microsoft 365. These mailboxes are about

64:49

the same price as Google if you set them

64:51

up with Microsoft, but you can get a

64:53

discount by either going through a

64:55

reseller like myself or if you buy your

64:57

domains on GoDaddy. They actually have a

64:59

simple way to set up Microsoft mailboxes

65:02

directly in there with GoDaddy and it

65:04

starts at $4 per month and then goes up

65:06

the following year. There's also various

65:08

services that you'll run into that will

65:10

do hundreds of mailboxes on a single

65:12

Microsoft domain through special backend

65:16

Microsoft panels and those are typically

65:18

$50 per month with a safe sending limit

65:20

of about two emails per day per mailbox.

65:23

I can show you what those look like.

65:24

It's a it's a really interesting thing.

65:25

That's a little bit more advanced. I

65:27

don't want you to worry about that yet.

65:28

Just kind of an honorable mention. If

65:29

you run into services that launch

65:31

hundreds of mailboxes for you with super

65:33

small sending volumes, they're built on

65:35

the Microsoft backend and I don't want

65:37

you to worry about adding these just

65:38

yet. So far, they haven't been too

65:40

stable and Google is still better. Inbox

65:42

placement for Microsoft 365 is second

65:45

best around 75.6%

65:47

overall and still doesn't deliver as

65:50

well as Google to Microsoft. And I put

65:52

that I highlighted that here at the

65:54

bottom. does not deliver better to

65:55

Microsoft leads. Really important to

65:57

know kind of when you're going into

65:59

choosing this and trying to troubleshoot

66:00

how to get through to Microsoft, which

66:02

can be a challenge. But just to point

66:04

something out to you guys, let's go into

66:06

my inbox placement test inside of

66:08

Instantly. I'm going to be walking you

66:09

through how to set this up. I just want

66:11

to show you like current deliverability

66:12

metrics. So, as you can see in this

66:14

test, we're primarily using Google as

66:16

the sender. and the recipients, you're

66:19

looking at Google, you're looking at

66:20

Microsoft, we're inboxing almost 100% of

66:23

the time. That's pretty absurd

66:25

statistics and you probably won't see

66:26

that yet. The reason we are is I'm I've

66:29

been doing this for a long time. I'm

66:30

very good at this. We have low spam

66:32

complaint rates. Our domains are

66:34

properly aged. They've been warming up

66:36

for a long time. So, if you don't see

66:38

this right away, that's fine. But you

66:40

should know that inboxing almost 100%

66:42

with Google on cold email is still not

66:45

not just possible, pretty easy to do.

66:47

All right. All right. Now, let's talk

66:47

about the most coste effective solution

66:50

and that's SMTP services that have

66:52

unmanaged IP addresses. Now, a lot of

66:55

words, really complicated. Let me break

66:56

it down for you. You know how I said

66:58

Google and Microsoft are in charge of

67:01

keeping their IP addresses, their

67:03

servers clean, high reputations, high

67:06

deliverability. That's on them. But what

67:08

happens if you're in charge of that IP

67:10

address? If it's a server that you

67:13

create that doesn't have any history,

67:15

any reputation, it's a lot more

67:17

delicate. And if you burn that IP

67:19

address, it gets a couple spam

67:21

complaints, gets on a blacklist, you're

67:23

stuck with it. And that whole server,

67:25

that whole IP range is now pretty much

67:28

done for good or at least for 30 days.

67:30

Now, the attractive thing about services

67:32

like this where you have unmanaged IP

67:34

addresses is they help you spin up

67:36

mailboxes really quickly, really

67:38

affordably, and you can pretty much

67:40

scale infinitely without having any

67:41

technical knowledge for a third to a

67:44

fifth of the price as using Google or

67:46

Microsoft. Now, what you need to be

67:48

concerned about with these specific

67:49

mailbox services is that it might start

67:52

off looking good when you turn this on

67:54

with these fresh mailboxes. The IP

67:56

address doesn't have any reputation,

67:58

doesn't have any negatives, doesn't have

68:00

any positives. So, you might actually

68:01

see your emails inboxing really well at

68:04

first until you get a couple spam

68:07

reports, you email a spam trap, and now

68:09

all of the sudden the entire IP range,

68:12

the server that you created with one of

68:13

these services, all of the mailboxes

68:15

start going to spam, and there's nothing

68:17

that you can do about it. And a lot of

68:19

times, if the IP gets burned, the

68:21

domains and the mailboxes can also be

68:23

burned. All of those domains that you

68:25

spent money and time registering and

68:28

warming, all of it could be completely

68:30

wasted and not work at all. So, a couple

68:32

notes here. Who is this good for? Is it

68:33

good for anyone? So, I actually use

68:36

mailin as one of my providers for my

68:39

system. They're really affordable. It's

68:41

easy to set up and I know that I'm

68:43

really good at cold emailing. I get

68:45

really limited spam reports. So, I trust

68:47

myself to keep that IP address pretty

68:50

clean. Now, just logging in so you can

68:51

see what this looks like. With just a

68:53

few clicks, you can purchase new

68:55

domains, set up mailboxes, and then

68:57

quickly export them into your Instantly

68:59

account. And as you can see, I have 375

69:02

active mailboxes here with 75 domains.

69:05

Here's a list of all of my mailboxes.

69:07

It's really easy to spin them up. It's

69:09

really easy to put them into here

69:10

instantly, and it's a really affordable

69:12

solution. But I also want to strongly

69:14

caution you against using this until you

69:16

have a lot of experience and until you

69:18

have a working system with Google or

69:20

Microsoft mailboxes. So how do you know

69:22

if it's a managed IP service or an

69:25

unmanaged IP service? Well, the biggest

69:27

tell is going to be the price range. For

69:29

services like mailin or informmail,

69:32

you'll see really attractive pricing. So

69:34

let's look at inframail as an example.

69:36

For $99 per month, you can set up

69:38

unlimited email mailboxes. If it sounds

69:40

too good to be true, it usually is. This

69:43

comes with one dedicated IP ready to go.

69:46

And I don't want to hate on Inframail

69:47

for what they do. They do a great job.

69:48

So does Mailin. But if that one

69:51

dedicated IP gets flagged, the

69:54

reputation drops, then all of those

69:56

unlimited email mailboxes will cease to

69:59

hit the inbox. They will all start going

70:01

to spam. Now, you can absolutely

70:03

mitigate your risk by doing like a 250

70:06

per month plan for three dedicated IPs.

70:08

But again, if one of those IPs goes

70:10

down, it's dedicated and nobody's in

70:12

charge of its reputation but you. So

70:14

you'll see pricing either that either

70:16

looks like this with unlimited mailboxes

70:18

or you'll see pricing at at around $1

70:21

per mailbox per month. So this is 300

70:23

per month comes with 200 email accounts

70:26

per month. So if it's under $2 per month

70:28

per mailbox, you better believe it's

70:30

going to be a unmanaged IP address that

70:33

you are in charge of. As you can see,

70:35

dedicated servers and IPs. Now, if you

70:37

want to try one of these services out, I

70:39

recommend mailin. There's going to be a

70:40

link down below, but you should not do

70:42

this by itself. You should absolutely

70:44

have Google or Microsoft first. All

70:45

right, the next category I want to talk

70:47

to you about is SMTP services with

70:49

managed IP addresses. These are not

70:51

Google, they're not Microsoft. They're

70:53

still custom server mailboxes. Now,

70:56

these are not Google, they're not

70:57

Microsoft, but in this case, the company

71:00

is actually going to be in charge of the

71:02

IP address. And if one gets ruined,

71:04

they'll rotate it out so that you

71:06

constantly have clean and high

71:08

reputation IP addresses, kind of similar

71:10

to what Microsoft and Google do on their

71:12

back end. All right, so what does one of

71:13

these services look like? How much does

71:15

it cost? Is it is it worth using? And

71:17

I'll also talk about some of the main

71:18

players in this space. So these are

71:20

typically the most expensive because

71:22

there's typically a setup fee involved

71:24

and there's typically a high per month

71:26

mailbox fee. I've used Mission Inbox in

71:28

the past and it ended up being around $5

71:30

per month per mailbox. Now, the quality

71:33

of these companies are really based

71:35

around how clean they keep their IP

71:37

addresses and how well they're able to

71:39

monitor the sending reputation and

71:41

deliverability of their mailboxes. So,

71:43

the difference in cost from the

71:44

mail-ins, which are the unmanaged IPs,

71:47

to the mission inboxes, is these guys

71:49

are actually going to help you with

71:50

deliverability. They're going to keep

71:52

the IP reputation clean. They're going

71:54

to do deliverability checks. They're

71:55

going to make sure that you're hitting

71:56

the inbox, but you pay for it. So,

71:58

Mission Inbox, this is the service that

72:00

I've used in the past and I've tested.

72:01

It works really well. It just can get a

72:03

little bit pricey. This one is $199 per

72:06

month. Comes with 30 mailboxes. So, as

72:08

you can see, already starting off quite

72:10

a bit more expensive than the other

72:12

options. Meldoso is another one. Uh,

72:15

it's a little bit more affordable at 166

72:17

per month for 68 mailboxes. And as you

72:20

can see, that's build quarterly. So,

72:22

this is a little bit more of a

72:23

commitment. You can also come in and

72:25

calculate what something like this is

72:26

going to cost. And again, when you're

72:28

deciding which one to use, Meldoso,

72:30

Mission Inbox, there's a lot of other

72:31

players in this game as well, it really

72:34

comes down to how good are they at

72:35

managing their IP reputation. And at the

72:37

end of the day, they're slightly worse

72:39

than Google at managing that IP

72:41

reputation because deliverability

72:43

overall was still lower. So, for me, it

72:46

wasn't worth justifying the extra cost.

72:48

Now, if you do want to try one of these

72:50

services, and by the way, I'm not

72:52

telling you not to do any of these

72:53

things. I'm not telling you you

72:55

absolutely need to be on Google. My

72:57

actual recommendation is you should have

72:59

at least three providers inside of your

73:01

system and that is just in case one of

73:03

them goes down. Maybe Google

73:04

deliverability drops overnight, maybe

73:06

Microsoft deliverability drops

73:08

overnight. You should be able to hedge

73:09

your risk with multiple different

73:11

providers. So now that you kind of

73:12

understand the differences, this is what

73:14

I do and this is what you should

73:15

probably do to give yourself the best

73:17

chance at not messing up the technical

73:18

infrastructure. Use Google mailboxes.

73:21

Right now they're the top performing and

73:23

I don't see anything happening to them

73:24

anytime soon. The risk with any of these

73:27

custom SMTPs is the rules can change

73:29

overnight and they're going to be the

73:30

first ones to die. So use Google and you

73:32

should use a setup service like LGJ

73:34

inbox to make sure that the DNS records

73:37

are set up correctly, they're uploaded

73:38

to your platform correctly, and they're

73:40

warming correctly. For mailboxes, you

73:42

should either use the founders's name.

73:44

So if this is me setting up mailboxes

73:46

for myself, all of my mailboxes have Jay

73:49

Feldman as the name. So, if you don't

73:50

want to use your personal name, or maybe

73:52

you have a name that's not easy to

73:54

pronounce and doesn't instill trust when

73:56

you hear it, you can always default to

73:58

an easy one-cllable white girl name.

74:01

Ruth, Jen. These tend to convert the

74:03

best and no one will ever actually check

74:05

if that's a real person. So, how many

74:07

mailboxes should you set up per domain?

74:09

This is an ongoing conversation between

74:12

me and lots of different cold email

74:13

experts, and there's no correct answer.

74:15

I'll tell you what I'm doing right now,

74:17

and that's five mailboxes for every

74:19

domain. The more important question than

74:21

how many mailboxes per domain do I set

74:23

up is how many total emails per day per

74:26

domain am I sending? So you really want

74:28

to send around 100 emails per day per

74:31

domain. Sorry, doing this with my mouse

74:33

on the sketch pad. So if you have five

74:35

mailboxes, then you want to be sending

74:38

no more than 25 emails per day per

74:41

mailbox. If you want to do three

74:43

mailboxes per domain, then you can send

74:45

up to 33 emails per day per mailbox. Now

74:49

again, these aren't hard limits. This

74:50

isn't written anywhere. Google and

74:52

Microsoft would never publish what their

74:54

safe sending limits actually are. What

74:56

we do is use the information and testing

74:58

to take our best guess. So, what I'm

75:00

typically doing is five mailboxes per

75:02

domain. Each of them scaling up slowly

75:04

to 25 emails per day per mailbox. And

75:07

yes, my math was off. That is 20 20

75:11

emails per day per mailbox if we're

75:13

sending at five. I apologize for my

75:14

brain. I've been recording for hours

75:16

now. Now, the honest truth is that we

75:18

know less emails per day is is better.

75:20

It keeps the domain safer, which means

75:21

the campaigns last longer and

75:23

deliverability is higher. Now, if you

75:24

want, you can scale those mailboxes all

75:26

the way up to 50 until maybe you start

75:28

seeing a little deliverability dip. But

75:30

this is my recommendation. Choose to

75:32

follow it or not. But I definitely want

75:33

to caution you against cranking the

75:35

volume up too high and too fast. Now, I

75:37

do have a word of caution for you. This

75:39

is something that ended me up in a lot

75:41

of trouble and a lot of people I know al

75:43

who also did this practice that is no

75:46

longer not recommended ended them in

75:48

some trouble too and that's mailbox

75:50

forwarding. So we talked about domain

75:52

forwarding which is where you want one

75:55

domain to redirect to your primary

75:57

domain. That's still safe. That's fine.

76:00

Mailbox forwarding is when an email

76:02

comes to my mailbox. It automatically

76:05

autoforwards to a central mailbox. maybe

76:08

someone from my team, then any emails

76:10

that were being responded to in my cold

76:12

email system, those responses would get

76:14

forwarded to my primary mailbox. So, the

76:17

recommendation is do not use mailbox

76:19

forwarding. You should respond to all of

76:20

your cold email replies from within the

76:23

instantly unbox. And honestly, at this

76:25

point, there's no reason not to because

76:26

they've given you so many great tools to

76:29

make it unbelievably easy and quick and

76:31

effective to reply from here that you

76:33

shouldn't want to forward to a central

76:34

mailbox anyways. So anywhere you see add

76:37

a forwarding address. Avoid it like the

76:39

plague. Don't touch it. And there's

76:40

going to get be multiple opportunities

76:42

to add that.

76:42

>> Quick explanation on why we no longer

76:45

use email forwarding. So let's talk

76:47

about the situation that we're usually

76:49

in. You send a cold email to somebody.

76:51

Let's say person A to mailbox B. This is

76:55

me. I'm I'm A sending an email to

76:57

mailbox B. Now say this is all in

77:00

instantly AI. Mailbox A is loaded up in

77:03

instantly. It sends that email to email

77:05

B. Email B responds to email A and now

77:08

you have an open dialogue with that

77:10

email. Now what you might be tempted to

77:12

do instead of using the instantly unbox

77:15

is setting up an auto forwarding rule to

77:17

send that email to now mailbox C which

77:20

is my primary inbox with my team

77:23

managing it and it's not connected to

77:25

instantly AI. Maybe this is even my

77:26

primary domain. So, my most

77:28

authoritative mailbox with my best

77:30

domain, so it looks and looks and sounds

77:32

really good. Maybe this is Jotterpr.com.

77:37

And this seems really tempting cuz now

77:39

you can have your team just monitor a

77:40

single mailbox that's collecting all of

77:43

the cold email responses to all of these

77:45

these mailboxes loaded up in instantly.

77:47

Now, the problem with that is these two

77:50

mailboxes, A and B, have an open line of

77:52

communication. It's a thread and you're

77:54

already in mailbox B's inbox. You don't

77:57

have to worry about you going to spam.

77:59

You're already talking to that person.

78:00

You're in the inbox. You did it.

78:02

However, once you reply to email B from

78:05

email C, it is the first time that

78:07

you're communicating with that person

78:09

between these two mailboxes. So, mailbox

78:11

B just sees this as another cold email.

78:14

Therefore, you can't really say what you

78:16

would say here, which is dropping them

78:17

links, pictures, videos, pretty much

78:20

anything you say from email A to B as

78:22

the the reply back to their reply will

78:25

go through and end up in their inbox.

78:27

However, if you send it from email C,

78:29

even if it's your primary mailbox, email

78:32

B still sees that as a cold email and is

78:34

likely to reject it.

78:35

>> So, we just talked a lot about different

78:37

mailbox services, how to set them up

78:39

from scratch, whether you're using

78:40

Google or Microsoft. Now, I just want to

78:43

walk you through what the setup process

78:45

would actually look like if you did

78:46

decide to use either my setup service or

78:49

somebody else's. So, we're going to

78:50

visit lead genenj/inbox.

78:53

Now, whether you're using my setup

78:55

service or somebody else's, there should

78:57

be three core benefits here. One, you're

78:59

saving a ton of money on the Google

79:01

mailbox subscriptions. That's the main

79:03

primary benefit. That's why you want to

79:04

use someone with negotiated rates. The

79:08

second benefit is you don't have to

79:09

think about the DNS being set up

79:11

correctly. It's such a common area where

79:13

people f up. So, if you can take that

79:16

fear and risk out of your system,

79:18

that'll let you focus on the stuff

79:19

that's really hard and really matters,

79:21

which is the list building and the

79:23

copyrightiting. And it's important for

79:24

you to have somebody that you can reach

79:26

out to that can step in and help. Get a

79:28

mailbox reconnected, do a deliverability

79:30

test for you. All of these are problems

79:32

and questions that you're going to run

79:34

into as you're building your system. So,

79:36

it's important to have a technician

79:37

available to you to make sure your

79:39

infrastructure is sound. And if you're

79:41

paying me $3 per month per mailbox,

79:43

you're saving a ton of money on

79:45

subscriptions and you get access to my

79:47

team of mailbox text. And I'm not trying

79:48

to shill this setup service. There's a

79:50

lot of them that exist, but that is an

79:52

important distinction. I I should also

79:54

point out this distinction. If you're

79:56

signing up for Instantly AI, you may

79:58

notice that they have pre-warmed

80:00

accounts, donefor you email setup. They

80:03

offer these services on their own and

80:05

they're solid. It's a good service. The

80:06

problem with using instantly or smart

80:09

lead setup service is you're locked in.

80:11

They want to keep your mailboxes inside

80:13

of their ecosystem. They're not going to

80:15

support you with those mailboxes and

80:17

they're not going to let you take them

80:18

away from their ecosystem if you ever

80:20

decide to go elsewhere. And this is a

80:22

big problem that most people don't think

80:23

about. But I've switched cold email

80:25

softwares more times than I'd like to

80:26

count. And if they're keeping my

80:28

pre-warmed high reputation domains and

80:31

mailboxes inside of this ecosystem and

80:33

they won't let me leave, that's not

80:34

great. So use instantly. They're great.

80:36

Just word of caution with that setup

80:38

service. All right, so let's pop in.

80:40

We're just going to put in our name, our

80:41

email, and I'm going to skip through

80:43

this really quick just so you can get

80:44

the gist. Choose how many mailboxes you

80:46

want. Each mailbox is going to be $3 per

80:49

month per mailbox. So if you're doing

80:51

five mailboxes per domain, then I would

80:53

start anywhere from 25 to 50 mailboxes.

80:56

So, you'll choose how many mailboxes you

80:58

want and then a setup option. So, you

80:59

have two options here. You can either

81:01

buy the domains yourself first,

81:04

spaceship, GoDaddy, wherever you want,

81:05

and then give us access and we can set

81:08

them up for you, or you can do easy mode

81:10

and we'll just buy the domains for you

81:11

and set them up for you. And then we can

81:13

transfer the domains to your account for

81:16

you to take over management. You can

81:18

then select the number of domains to

81:19

purchase and the mailboxes per domain.

81:21

So, this is a conditional form. So, if

81:23

you want 50 mailboxes, it's going to

81:25

assume five mailboxes per domain. But

81:28

say you want to do less. You can change

81:31

this to 15 domains and our team would do

81:34

three mailboxes per domain. Then go to

81:36

the next step. You're going to tell us

81:38

which website to forward your secondary

81:40

domains to the email sender name that

81:42

you want to use. Upload a mailbox photo

81:44

because these are Google. Any special

81:46

instructions you might have, and then

81:48

it's going to give you a summary of

81:50

fees. we're going to get uh access to

81:52

your Instantly account. So, if you

81:54

already have an Instantly, you'll tell

81:55

us exactly where they are so that my

81:58

team can upload those mailboxes for you.

82:00

You'll give us the login to that and

82:03

then that's it. You'll go ahead and pay

82:05

and my team will set those up for you uh

82:07

usually within 24 hours. So, what is the

82:09

best software stack that the best cold

82:11

emailers in the world are using? Over

82:13

the past 10 years, I've used over 65

82:15

different cold email tools I counted

82:17

while I was searching for the best

82:19

software stack to scale cold email, but

82:21

also manage cold email for clients. I

82:24

regular speak with the owners at all of

82:26

the top cold email companies as well as

82:28

the top cold email agencies in the

82:29

world. So today, I bring you 10 years of

82:32

software wisdom without any sponsorship

82:34

or ads. This is the definitive tech

82:37

stack that you should use for B2B lead

82:39

generation. So, there's a few things

82:40

that you're going to need to do cold

82:42

email successfully. The first thing

82:44

you're going to need is a cold email

82:46

sending software. This is a tool where

82:48

you can upload all of your cold email

82:50

mailboxes and manage them. This tool

82:52

will manage your cold email leads. So,

82:54

you upload a lead list and then it keeps

82:56

track of that lead like a CRM. This tool

82:58

is also responsible for sending cold

83:00

email sequences. So, you can program in

83:02

send email, wait two days, send another

83:04

email, wait two days, send another

83:06

email, all with AB variations. And this

83:08

tool is also responsible for managing

83:10

replies. There's a lot of different

83:12

options when it comes to cold email

83:13

sending software. It's a super

83:15

competitive market. Now, over the past

83:17

several years, I've really seen it

83:18

consolidate into a couple of winners.

83:20

So, I really want to focus today's

83:22

conversation on those winners and some

83:24

of the considerations that are important

83:26

to you when you're choosing the right

83:27

tool. First one is pricing structure. I

83:29

remember when I started cold emailing,

83:31

it was $50 per mailbox and it was just

83:34

absurd pricing. We were using

83:36

Woodpecker, just really not scalable.

83:38

Instantly, AI, the one that I'm using

83:41

now, which is obviously the one I'm

83:42

going to recommend. I'm going to tell

83:44

you why, actually pioneered the

83:46

unlimited mailbox pricing scheme. And

83:48

since then, most of the softwares have

83:50

followed suit just to keep up. What

83:52

you're going to see now is a pricing

83:54

structure that's usually a a monthly

83:56

fee. So, let's go into Instantly and

83:58

show you what the building looks like.

83:59

So, this is what you're primarily going

84:01

to see in terms of pricing structure. So

84:03

outreach is what we're interested in.

84:05

Let's go into a monthly fee. You're

84:07

going to see unlimited email accounts,

84:08

unlimited email warm-up. This is what

84:10

all of the top players are doing now.

84:12

And they're going to charge you based on

84:13

contacts. So the more contacts you have

84:16

in there, the more that monthly fee

84:17

becomes. Another consideration is

84:19

deliverability features. So as the race

84:22

to create the best cold email software

84:24

has continued, certain tools like

84:26

Instantly AI have released a lot of

84:28

really interesting features. This whole

84:29

lefth hand side, which I'm going to go

84:30

through shortly, has features that make

84:33

your whole cold email experience a lot

84:35

easier. So, you don't have to use

84:37

multiple tools. It all happens under one

84:39

roof, which makes everything a lot more

84:40

streamlined and a lot easier. So, what

84:42

kind of deliverability features do they

84:44

offer? The quality of warm-up. One of

84:46

the interesting things about free

84:47

unlimited warm-up is that it can attract

84:50

a lot of bad cheap mailboxes inside of a

84:53

warm-up pool and then anyone who's in

84:55

that warm-up pool can be tainted. We're

84:57

going to talk more in depth about

84:58

warm-up soon, but just know that if the

85:01

software has a lowquality warm-up pool,

85:03

that warm-up can actually do damage and

85:05

not help you. The accuracy of the data,

85:07

there's a lot of data involved in cold

85:09

email, not just lead data, but reply

85:12

data, open data, opportunity data, and

85:14

all of that data is aggregated so you

85:16

can make the right decisions. And a lot

85:18

of the platforms have not mastered the

85:21

accuracy and reporting of that data.

85:23

Another consideration, do you want to

85:24

just use this for yourself or are you

85:26

planning on managing clients on that

85:27

tool as well? One feature that a lot of

85:29

people overlook and just assume it's all

85:31

equal until it's too late is the unibly

85:35

features. So, one of the biggest

85:37

differentiators between reach inbox and

85:39

instantly AI right now is the ability to

85:42

go into the unbox and quickly reply to

85:45

conversations. And lastly, their API.

85:47

So, if you're a little bit more

85:48

advanced, what can you actually do in

85:50

the back end with automation? and we're

85:52

going to be chatting about that towards

85:53

the end. So, here are the major players,

85:55

the winners that have made it and are

85:57

now competing for the top spot in cold

86:00

email software cuz there's a lot of

86:01

money there. And there's really two

86:03

names that most people end up going

86:05

with, and that is Instantly AI or Smart

86:08

Lead. I'm going to talk about some of

86:09

the others as well, but I really want to

86:10

focus around those two. And if you see

86:12

this meme on the on the right, I bet

86:14

he's thinking about other women. Should

86:15

I choose Instantly or Smart Lead? That

86:17

one's funny. So important to note, I've

86:19

used all of these extensively with

86:21

success. They all work. The question is

86:24

which one is going to be the best for

86:25

you and which one is winning the race

86:27

cuz it's really hard to transfer from

86:29

one of these to another one. It's a pain

86:32

in the butt if you have to do it. So,

86:33

you may as well choose the one that's

86:35

going to be the right for you long term.

86:37

And I can't tell you the horror stories

86:39

of all the people that have had to

86:40

transfer from one of these to instantly

86:43

because of a specific feature that they

86:45

wanted or some new update. So in short,

86:47

Instantly AI best overall. I'll be

86:49

telling you why. Smart lead second best

86:51

to Reach Inbox can be a really good

86:53

value. In fact, Reach Inbox is almost

86:56

equivalent to Smart Lead and Instantly

86:57

AI. They've got good APIs now. They fix

87:00

their warm-up pool. There's just a

87:02

couple bugs that make it not quite as

87:03

good, and they don't have some of the

87:05

more advanced features that Instantly

87:06

Now has. But if you're looking for good

87:08

value, uh Reach Inbox will definitely be

87:10

slightly more affordable. Now, good

87:12

story here. They came out with a

87:14

lifetime plan last year that I jumped

87:17

on. I promoted. I actually have two of

87:18

them. I paid for them myself and

87:21

thousands of people bought this lifetime

87:23

plan. Reach Inbox themselves told me I

87:25

changed the trajectory of their company.

87:27

But their issue was the warm-up pool at

87:29

the time. And a bunch of people signed

87:31

up and started using Reach Inbox and

87:33

were hitting spam. And this is even

87:35

though in my video I said I'm buying

87:37

this lifetime deal and I'm sitting on it

87:39

while I use instantly AI which ended up

87:41

being a really good idea but people who

87:43

are trying to cut corners and save a few

87:45

bucks went into use reach inbox and

87:48

ended up everything was in spam and it

87:50

wasn't working. I do have a good

87:51

relationship with all of these companies

87:53

but instantly AI is the one that I use

87:54

for myself now because of the features

87:56

that I will mention soon. I also see

87:58

some people using Apollo.io for sending

88:00

cold emails although you can. It's not

88:02

really built for scaling cold email

88:03

systems. So, I would not recommend using

88:05

it. All right, so you guessed it. My

88:07

recommendation is to use Instantly AI

88:10

for the following reasons. They have the

88:11

highest quality warm-up pool. I've never

88:13

had a single problem with their warm-up.

88:15

The deliverability is excellent. And on

88:17

that note, they have really unique

88:19

deliverability features that a lot of

88:21

other platforms don't have. So, let's

88:23

talk about a few of those features. One

88:24

of them you probably saw me share

88:26

earlier, and that is their inbox

88:27

placement testing and rotation. This is

88:30

an absolute gamecher because this is

88:31

something we used to do manually.

88:33

They'll actually do real life testing of

88:35

deliverability. This way you know how an

88:36

inbox is actually placing. We'll talk

88:39

about this more in depth during the

88:40

deliverability chapter. But this is

88:42

built in so it happens automatically

88:44

every single day. And the best part

88:46

about this is we used to do this

88:47

manually. Uh mailbox wasn't delivering

88:49

correctly. You take it out of rotation,

88:51

warm it up, put it back in. Instantly

88:53

now does that all automatically. So

88:55

they've got these automations that you

88:56

can set up. So, if inbox placement goes

88:58

below a certain level, it actually

89:00

pauses it from the sending campaign and

89:02

then you can put it back in once the

89:04

inbox placement goes back up. These are

89:05

all automations that I'll walk you

89:07

through shortly. Other thing that's

89:08

important to know about Instantly in

89:10

terms of deliverability is they have so

89:12

much data. They're by far the number one

89:14

cold email platform and they actually

89:16

utilize all of that data that they have

89:18

to tell me if somebody is likely to

89:20

bounce, likely to report me as spam and

89:23

they'll actually skip that person. And

89:24

if you want to see some really cool

89:25

advanced stuff, this is something new

89:27

that they've released. You can actually

89:28

do AI lead filtering. So if somebody's

89:30

hostile, you can skip them. And if

89:32

they're unlikely to reply, you can send

89:35

last. And this is only possible because

89:37

of all of the data that instantly

89:38

collects on a daily basis. The next

89:40

feature is the unib. Now, you really

89:42

want a solution that makes it easy for

89:43

you to reply, know somebody replied, and

89:46

their unbox experience is by far the

89:48

best. Now the reason for that is they've

89:50

integrated AI really cleanly. It looks

89:52

like my AI has already responded to this

89:54

guy. But say I wanted to reply to this

89:56

email. They've got a lot of features

89:57

built in that make it really simple for

89:59

me to do that. One of them is snippets.

90:01

So if I hit the pound button, it's going

90:02

to open up all of these macros and I can

90:05

quickly insert personalized replies to

90:07

them with the click of a button. But

90:09

they also have AI integrated. So let me

90:10

open up my Otter PR workspace here so

90:13

you can see what it looks like when a

90:14

teammate is responding to these emails.

90:16

I hit reply. Now, what you would notice

90:18

is because they have OpenAI integrated

90:20

into lots of different layers of their

90:22

system, it'll actually suggest the best

90:24

reply for you. So, all you have to do is

90:26

hit tab and it'll get inserted. They

90:28

also have a really great app so you can

90:29

download it on your phone and anytime an

90:31

interested reply comes in, you can get a

90:32

push notification and handle that reply

90:34

right from your mobile device. They've

90:36

done a really good job integrating AI

90:38

into every part of the experience. And

90:40

by the time you're watching this, they

90:41

probably would have added more stuff.

90:43

They're just developing so quickly.

90:44

They've now got this co-pilot that will

90:46

help you do just about everything to

90:47

make it as easy as possible to launch a

90:49

cold email campaign. Now, with that

90:51

being said, I want to caution you

90:52

against using AI to write your cold

90:54

emails or generate a list. I've tried

90:56

all of it. None of it can do it nearly

90:58

as well as you'll be able to do it. So,

90:59

do not trust any AI to write your emails

91:02

or develop your list. Just don't.

91:04

Lastly, Instantly has a really strong

91:06

API. I've yet to find a single thing

91:08

that I can't do with back-end automation

91:10

in Instantly AI. just works really well

91:13

and it helps me develop really cool

91:14

stuff like this to build custom

91:16

solutions to my problems. And a warning,

91:18

do not cheap out or get sucked in by

91:20

cheap deals for cold email software or

91:23

for lead data. Let me just show you

91:24

something really quickly to hopefully

91:26

scare you away from doing anything like

91:27

this. So, if you type in cold email on

91:29

AppSumo, you're going to see some deals.

91:31

Now, if it's email verification, that's

91:33

fine. You can use um AppSumo email

91:35

verification tools. What I want to

91:37

caution you against is using some of

91:39

their other stuff like Mistria for email

91:41

marketing or new reply. And if I'm

91:44

looking for lead data, like maybe I want

91:47

to see if I can get a lifetime

91:49

subscription to something, you might

91:50

think about going for lead rocks here. I

91:53

have the highest plan on this and I

91:55

haven't used it more than twice because

91:56

the first time was such a disaster. It's

91:58

just not worth making your life harder

92:00

when you're trying to get cold email

92:01

right. If you cheap out on data, if you

92:03

cheap out on software, this stuff is not

92:05

going to work. So, use my recommended

92:07

stuff. My goal is to save you as much

92:09

money and get you 99% of the way there.

92:12

And this is the same stuff that I do in

92:13

my own systems. I want to give you the

92:15

most affordable solutions that actually

92:17

work, but stay far away from lifetime

92:19

subscriptions. They're here for a

92:21

reason, and it's because they're not

92:22

there yet. All right. Now, I want to

92:23

give you an abridged Instantly AI

92:25

walkthrough of what what to expect. I

92:27

also want to point you to this resource.

92:29

This is uh an hour and 10 minutes of me

92:31

going through each detail of Instantly.

92:33

It was done 4 months ago, but it's still

92:35

hyper relevant. So, if you want a deeper

92:37

dive, definitely check that video out.

92:39

But for now, let's jump into Instantly.

92:41

And you'll probably see that it looks a

92:43

little bit different than the video I

92:44

did 4 months ago because they're

92:45

developing so quickly. So, I'm just

92:47

going to walk you through some of the

92:48

basics here, what to expect inside of

92:50

your Instantly AI account. So, a couple

92:52

things to note here. You'll have tokens

92:54

up here in the top right. You can use

92:56

these for finding leads. Most of you are

92:58

not going to be using this because

92:59

you're going to be using my list

93:01

building tools and strategies. Instantly

93:03

is a little bit expensive. You can

93:04

toggle between all of the different

93:06

workspaces really quickly here. So, if

93:08

you are managing clients inside of

93:09

Instantly AI, they've made it really

93:11

easy just to drop down and get to a

93:14

different workspace in seconds. Now, the

93:15

most important tab when you first log

93:17

into Instantly is going to be this email

93:20

accounts tab. Once you set it up here

93:22

once, you'll probably never come back

93:24

here again. So, you'll see all of these

93:25

different mailboxes set up, all

93:27

configured to send, warm-up emails, and

93:30

all of these mailboxes have a couple

93:31

different columns. Emails sent, warm-up

93:33

emails, health score. You'll also see a

93:35

couple things below them: tagging, just

93:36

so you can keep your mailboxes

93:38

organized. Each one of these is a

93:39

mailbox that can send cold emails, link

93:41

to cold email campaigns. Now, if you're

93:43

using a setup service, they'll install

93:45

these for you, but it's important for

93:47

you to go in and make sure your warm-up

93:49

is configured correctly. Now, you can

93:50

edit one at a time. So, I'm going to

93:52

open one of these up, and you'll see

93:53

warm-up settings and the campaigns it's

93:55

attached to. Let's go into settings just

93:57

to configure everything correctly. I

93:59

like to have the signature here at the

94:01

account level. That way, you don't have

94:03

to put it in all of the campaigns. All

94:04

you have to do is insert the signature

94:06

placeholder, which we'll talk about

94:07

later. You can tag each individual

94:09

mailbox with where that domain is

94:11

purchased, where that mailbox is set up.

94:13

This one's on Google. You can set

94:15

campaign settings. Right now, I have

94:16

each of these mailboxes set to send up

94:19

to 10 emails per day with a minimum wait

94:21

time of 5 minutes. This is a really

94:23

important feature that everybody needs

94:24

to activate. This is campaign slow ramp.

94:27

Honestly, it should be on by default.

94:28

This will progressively increase the

94:30

number of cold emails a mailbox sends

94:32

until it hits that limit. Daily inbox

94:34

placement tests, that's how many times

94:36

it does a placement test per mailbox per

94:38

day. Highly recommend using that. Your

94:39

custom tracking domain, which we already

94:41

talked about. And finally, your warm-up

94:42

settings. So, my recommendation for

94:44

warm-up settings here is increase at one

94:47

per day until you reach the number that

94:50

you have set here. So, if this is 25 or

94:53

30, then you should increase until you

94:55

hit 25 or 30 per day. And you leave this

94:58

warm-up on indefinitely. I do something

95:00

a little bit contrarian at the reply

95:02

rate. You'll see that the suggested says

95:04

30. I actually use a really high reply

95:06

rate. So, this is something you can try.

95:08

Honestly, you can use 30, you can use

95:09

95. It all works. I then activate pretty

95:12

much all of the warm-up advanced

95:14

settings. You do need to be on the $97

95:16

per month plan to activate these

95:18

advanced settings. Now, one of the great

95:19

things about Instantly is their ability

95:21

to bulk update mailboxes. So, I just

95:23

selected all 890. I can come into

95:26

bulkedit settings. As you can see,

95:28

they're all blank because it's going to

95:30

edit this field for all of them. So, if

95:32

I only want to edit the campaign

95:33

settings and bring that bring them all

95:35

to like 15, I could just do that. Hit

95:37

save and it'll all go to 15. makes it

95:40

really easy to bulkedit stuff. Now, once

95:42

all of your mailboxes are in here and

95:44

warming, want to select them all, make

95:46

sure that warm-up is enabled, you also

95:48

want to make sure that the warm-up

95:50

emails are going up and that the health

95:52

score is 100%. This health score is not

95:54

a perfect metric. Uh, in fact, I

95:56

wouldn't count on it at all, especially

95:58

because we have inbox placement now.

96:00

This is a much better metric and tell of

96:03

how a mailbox is actually performing.

96:04

So, the health score is fine at a

96:06

glance, but you should really be using

96:08

the inbox placement tests. And this

96:09

column on the left is how many actual

96:11

cold emails it's sending in your real

96:13

campaigns, not your warm-up emails. Now,

96:15

one thing you should absolutely do once

96:17

you get set up in here is click test

96:19

domain setup. It's a secret button that

96:22

will tell you if all of your records are

96:24

set up correctly. Make sure that you do

96:26

this before you activate any of these

96:28

mailboxes. And if anything's wrong,

96:30

it'll show up in red with the thing

96:32

that's wrong so that you can go fix it.

96:34

Okay, that's mailboxes. Let's go to the

96:35

next most important tab, and that is

96:37

campaigns. This is where you keep all of

96:40

your different sequences. Now, the way

96:41

that I recommend segmenting your

96:44

instantly is each of these campaigns

96:46

should be either different offers or

96:48

different audiences. That way, you can

96:50

test, okay, we're going to try marketing

96:52

agencies here and doctors here and

96:54

lawyers here. That way, you can use the

96:56

same copy and see what industry responds

96:58

better. Each of these campaigns has a

97:01

lead list attached to it, which is why

97:03

that structure makes sense because think

97:05

of each of these as different sequences

97:07

with different lead lists. And you can

97:09

get away with just having one campaign.

97:11

You can ignore mine. I I do a lot of

97:13

testing in here, but you don't need a

97:15

zillion campaigns. You can have one, you

97:17

can have three. They can be the same

97:19

sequences in each campaign, all with

97:21

different lead lists. All right, so

97:22

let's go into one of these campaigns so

97:24

that you can see the structure. I'm

97:25

going to click add new. You can title

97:27

the campaign and then it's going to take

97:28

you just into one of these. And this is

97:30

what a campaign looks like once it's

97:32

developed and active. First page is the

97:34

analytics. So you can see how that

97:36

campaign is performing. This is a newer

97:38

one. So I'm going to go last four weeks.

97:40

You can toggle some of the metrics that

97:42

are on these analytics. So for example,

97:44

I don't track open rates because I don't

97:46

use tracking links and I don't track

97:48

click rate because I don't use tracking

97:49

links. So I can disable those and just

97:51

pick the metrics that actually matter.

97:53

And this is especially helpful if you're

97:54

managing clients because now you can

97:56

just hit share and give them a report.

97:59

And if you scroll down, you can actually

98:00

see the steps. So this is email one,

98:03

email two, email three, and you'll see

98:06

ABCDE. These are different split test

98:09

variations that I've created and tested.

98:11

Some of these are off because we found

98:12

what the top performing campaign was.

98:14

Next is leads. So the first thing that

98:16

you're going to do when you launch a new

98:17

campaign is upload your lead list. And

98:19

don't get ahead of yourself. We'll talk

98:21

about building a lead list in a further

98:22

chapter, but you're going to add leads

98:24

here. Typically through CSV upload.

98:26

Super search is their lead finder. Can

98:28

also upload through Google Sheets.

98:30

Typically, I'll just do a CSV upload.

98:31

Now, another cool hidden feature inside

98:33

of Instantly is this little blue brain.

98:35

Anytime you see something blue and cool

98:36

looking, it's probably an AI feature.

98:38

So, Instantly lets you run these AI

98:40

prompts. And as you can see, a lot of

98:42

the top template hub ones are from me.

98:45

Or maybe just this one. Find competitor.

98:47

You can use other people's AI prompts to

98:50

enrich your list. So, it'll go through

98:52

your specific lead and it'll add a

98:55

column with an AI personalization. All

98:57

you have to do is connect your OpenAI

98:58

account here and then select a template.

99:00

You can also create some of your own

99:02

templates here. As you can see, we've

99:03

done quite a bit of that oursel. All

99:04

right. So, you'll upload your lead list

99:06

and then you'll develop your sequences.

99:08

Your sequences are the emails that those

99:10

people are receiving. We're going to

99:12

talk extensively about the right

99:14

structure for a sequence and what to

99:15

write. Now is not the time. Just know

99:17

that this is where that sequence is

99:18

housed. The schedule, when do we want

99:20

these emails to send? This one's just

99:22

set for weekdays, kind of business

99:23

hours. And then options. I want to spend

99:25

a little bit of time here because

99:27

there's a lot of customization

99:28

available. And it's important for you to

99:30

know what's worth activating and what's

99:32

not. So, accounts to use. What I do in

99:34

pretty much all of my workspaces is I

99:36

just enable every email account across

99:38

every campaign. and it instantly does a

99:40

good job cycling through those inboxes

99:42

and just using the ones that still have

99:44

sending capability. And that way you

99:46

don't have to track. Okay, these 10

99:48

mailboxes are here. Those 10 mailboxes

99:51

are there. Just all the mailboxes are

99:53

everywhere. And you can add them just

99:54

with tags like this. Okay, so some of

99:56

the features that you should consider

99:57

activating. Stop sending emails on

99:59

reply, enable, open tracking, disable,

100:02

delivery optimization. So instantly

100:05

really does try and stay ahead of the

100:06

deliverability curve. Send emails as

100:09

text only. No HTML. This prevents you

100:11

from using any tracking links. And I

100:13

highly recommend that you do use this.

100:15

Send first email as text only. So this

100:18

enables you to actually have the first

100:20

email in your sequence. Use text only

100:23

and then the second one using links or

100:25

images. I don't use those personally in

100:27

my campaigns, but if you do plan on

100:28

using a YouTube link, maybe in the

100:30

second email or an image in the third

100:32

email, then you might want to consider

100:34

enabling this daily limit. Honestly, I

100:36

don't even worry about it. I just crank

100:37

it way up and I set my limits at the

100:39

mailbox level, not the campaign level.

100:41

Now, let's open up all of these campaign

100:44

options. The CRM owner, so who's going

100:46

to own the lead in the uni box once

100:49

somebody replies? Who's going to get the

100:50

notification? You can designate that

100:52

here and they're going to be in charge

100:54

of those leads. You can tag your

100:55

campaigns. So, you can tag them by

100:57

industry, by offer, just to help you

100:59

keep organized. I actually don't use

101:01

campaign tags. Sending pattern. You can

101:03

set the time gap between emails at

101:05

either the campaign level or the mailbox

101:08

level. And I do this as you saw earlier

101:10

at the mailbox level. You can set

101:12

maximum new leads per day. So if for

101:14

example a campaign is just crushing it

101:16

and you can't keep up, you can set a

101:18

limit here. Good problems to have.

101:20

Prioritize new leads. So who is

101:22

prioritize new leads relevant for? This

101:25

is actually going to prioritize more

101:26

email ones. So reaching out to more

101:28

people, not reaching out to somebody

101:30

more times. So if you have a large total

101:33

addressable market, you have a lot of

101:35

people that could be your clients. For

101:37

example, my PR agency and my lead genen

101:39

service, we can do that service for just

101:42

about any company. So there's millions

101:44

of people that I can reach out to. I

101:46

might want to consider prioritizing new

101:48

leads over follow-ups. I leave this off,

101:50

but if your goal is to hit as many

101:51

people as possible, that is an option

101:53

for you. If you're somebody who knows

101:55

you're not going to be in here checking

101:56

your tests and choosing winners, Instant

101:58

AI has a feature. You can set the

102:00

winning variation based on one of these

102:03

metrics. Now, if you're following my

102:04

advice, you already know which of these

102:06

metrics are usable. Which one is it?

102:08

That's right, reply rate. And the reason

102:10

for that is click rate and open rate

102:12

both require tracking links, which we do

102:14

not use. We don't track clicks. We don't

102:16

track opens. So, if we wanted to, we can

102:18

choose the winning metric based on reply

102:19

rate. I don't use that because there's

102:22

actually a better metric that you can

102:23

use to choose winners and that's

102:25

positive reply rate. How many

102:26

opportunities that variation is actually

102:28

generating. One variation might get 10%

102:31

reply rate which is crazy. That's huge.

102:33

But what if all of those replies are

102:35

negative whereas one variation is

102:37

getting a 5% reply rate but they're all

102:39

positive. This would choose the wrong

102:41

winner. Provider matching we already

102:43

talked about. I leave that off and I'm

102:45

using mostly Google mailboxes. There's

102:47

some other helpful stuff here too.

102:48

company reply stop. So, if you're

102:50

emailing multiple people at the same

102:51

company, do you want to stop emailing

102:53

other people at the company if one

102:55

replies? That's not a bad idea.

102:57

Typically, we're only emailing decision

102:58

makers, so we don't bother turning that

103:00

on. Stop on auto reply. This is

103:02

something you can choose to or not to

103:04

enable. Uh we don't do not enable that.

103:06

Insert unsubscribe link header. What do

103:08

you think? Do you think we enable that

103:10

or disable that? That's right. No links,

103:12

no unsubscribe links. So, we leave that

103:14

off. Now, I kind of mentioned some of

103:15

these deliverability features earlier,

103:17

and this is a good example of that.

103:19

Allow risky emails. So, Instantly will

103:21

automatically identify people as risky

103:23

using bounce protect. They have known

103:26

risky database, and they cross reference

103:28

your leads against that database to tell

103:30

you whether or not it's safe to send an

103:32

email to that person. And it'll skip

103:34

them if they're matched in that

103:35

database. You want that to happen. So,

103:37

you want to leave these unchecked and

103:39

let instantly do their thing. That's it.

103:41

The rest is blank. And that's how you

103:43

configure some of these options. Moving

103:44

on to the final tab, subsequences. This

103:46

is a a nifty feature if you want to

103:48

automate the responses again. So you can

103:51

create a subsequence. I'm going to call

103:53

this test. That basically adds the lead

103:55

to the subsequence if it detects that

103:57

they're interested or if they reply

103:59

using a keyword like pricing. It'll then

104:02

put them into the subsequence where you

104:03

can send them follow-up emails. So this

104:05

is a way to automate your replies in a

104:07

really beginnerfriendly controlled

104:09

fashion. So if you're just getting

104:11

started, you want to start automating

104:12

your replies. My recommendation would be

104:14

to use a trigger word. So for example,

104:16

in the sequence, you can say reply media

104:18

coverage. And if they say that in the

104:20

reply, the subsequence will detect that

104:23

and then send them whatever follow-up

104:24

email that you would normally have

104:26

planned for them. Okay, moving on. The

104:27

unib. We're going to talk about managing

104:29

replies in here. You should just know a

104:31

few things. Instantly uses AI to

104:33

automatically categorize people as

104:35

interested, not interested, out of

104:36

office, and it's fairly accurate. So if

104:39

you come to your status, you really want

104:41

to focus on your interested leads, but

104:43

you should also know that their unib is

104:45

not perfect. Sometimes it misfires and

104:47

gets things wrong. So for that reason,

104:48

if it does misfire, you can just change

104:50

their tag status here. Instantly also

104:52

captures any other emails coming in to

104:54

the mailboxes that are connected. So if

104:56

you're using that mailbox somewhere else

104:58

or someone on your team is using it,

105:00

it'll actually catch all of the incoming

105:01

mail. And if you've deleted a lead from

105:03

a campaign, maybe to make some space,

105:05

save some money, and that lead responds

105:07

months later even though they're not in

105:09

your system anymore because you've

105:11

deleted them, it'll still catch their

105:12

interested email in the others tab.

105:14

Okay, I'm not going to spend too much

105:16

time here since it's relatively

105:17

self-explanatory. The most important

105:19

thing is that you're responding quickly,

105:20

speed to lead, and that you understand

105:22

how to use these macros and develop

105:23

macros. You can just hit the pound key

105:25

and give them whatever macro fits their

105:28

reply. And then instantly we'll actually

105:30

learn which reply you're using in

105:32

response to certain emails and it'll

105:35

start suggesting the right macro and

105:37

then you can turn on an experimental

105:39

feature that I'll share with you in just

105:40

a second. Now, what if somebody says go

105:42

f yourself and you should never contact

105:44

me again? You can really quickly get rid

105:46

of somebody with these three dots.

105:48

Delete lead, add to block list. Or if

105:50

somebody takes a certain action, you can

105:52

really quickly move them to a

105:53

subsequence or to another campaign. So

105:56

maybe you have a campaign that's follow

105:58

up in 30 days. You can move that lead to

106:01

that campaign really quickly here. Okay.

106:03

Analytics gives you an overview of

106:05

everything going on inside of your

106:06

account. Total emails sent. You can get

106:08

a quick overview of all of the campaign

106:10

analytics. The same that you would get

106:12

by going into each of those campaigns

106:14

like I showed you earlier. The unique

106:15

thing here that I want to show you is

106:17

account analytics. So this will actually

106:19

give you detailed information about each

106:21

mailbox and it gives them a combined

106:23

score. So if you're testing different

106:25

service providers, this is actually an

106:27

important metric to look at which

106:28

mailboxes are performing the best. Now

106:30

it's not a true tell of which mailbox is

106:32

best because certain campaigns might be

106:34

performing better than others. And it

106:36

could be due to the campaign

106:38

performance, not the mailbox

106:39

performance. But either way, it's a

106:40

hidden feature that's worth mentioning.

106:42

Okay, next. Instantly CRM. If you've

106:43

ever used a CRM, this is going to look

106:45

very familiar. You can come into an

106:46

opportunities pipeline, move people

106:48

across, this helps you keep track of

106:50

leads inside of your campaigns in your

106:52

pipelines, and if you've got a team

106:54

trying to convert interested replies

106:56

into into meetings, this is a great

106:58

place to do it. It's a pretty standard

107:00

opportunity pipeline, so I won't go too

107:02

detailed there. Website visitors, this

107:04

will ID emails of people visiting your

107:06

website. It's okay. Uh I don't use it

107:08

anymore. I actually use a different

107:09

solution for this that I will talk about

107:11

later on. Inbox placement, this was a

107:13

game changer for cold email. This does

107:15

daily tests, real life inbox placement

107:18

tests on those mailboxes to make sure

107:20

that they're inboxing. And you can set

107:21

up those automations to auto rotate in

107:23

and out. To set up a new inbox placement

107:25

test, you'll just hit add new. I'm just

107:27

going to do test. It's pretty

107:28

self-explanatory. We want automated

107:30

tests. We want to go to where we're

107:32

emailing, so North America in most

107:34

cases. Accounts to test. So, you can

107:36

either go through and click them one by

107:38

one, or you can mass tag all your

107:40

mailboxes and then just use a tag to

107:42

basically get them all in there.

107:43

campaign to use. So, this is what copy

107:45

it's going to to be testing with and

107:48

then again what copy to test with. Do

107:49

you want to enable delivery

107:50

optimization? Yes. If you're doing it on

107:52

your campaign, you should do it here as

107:53

well. You want to test every day. I

107:56

recommend doing one by one and then set

107:58

up those automations. I would just take

108:00

a screenshot of the automations that I

108:02

have set up and then that's what you

108:03

will use. So, let's open up inbox

108:06

placement test so that you can take a

108:07

screenshot. Okay, here it is. This is

108:09

what you're going to do. Action one. If

108:10

inbox placement goes below 50%, you're

108:12

going to pause it from the sending

108:13

campaign for 14 days. If the account or

108:16

domain is added to any blacklist, it

108:17

will know and it'll pause for 14 days.

108:19

And then finally, once an inbox

108:21

placement goes above 70%, meaning it's

108:24

recovered from this, then it'll slow

108:26

ramp it back into that campaign. This

108:28

automates your entire email

108:30

deliverability and makes life so much

108:31

easier than it used to. Okay, some

108:33

honorable mentions here. Instantly

108:34

co-pilot, this is a brand new feature

108:36

that they rolled out. I don't use AI at

108:38

all to generate campaigns, generate lead

108:40

lists. I've tried it with other

108:42

platforms. It's not quite there. It's

108:44

way too nuanced. So, I would not

108:46

recommend using anything like this to

108:49

generate an entire campaign or an entire

108:51

lead list. It's just not there yet. But,

108:53

if you want to take it for a whirl, go

108:54

in there and play with some Instantly

108:55

Copilot stuff. Super Search is

108:58

Instantly's lead database. I'm sure they

109:00

will continue to refine this, but it's

109:02

essentially a lead database that you can

109:04

use filters and add contacts directly

109:07

into the campaigns for you or use your

109:09

search AI to tell it what kind of leads

109:12

that you want and have AI find them for

109:14

you. Again, not recommended. What I

109:16

recommend is you learn how to build good

109:18

lists, which you will learn in this

109:19

video. Don't rely on AI to do that for

109:21

you. All right. Finally, let's just show

109:22

you a couple of the settings that are

109:24

important here. So if you are white

109:25

labeling instantly and you have clients

109:27

that you want to give access to, you can

109:29

set up a custom domain and a logo and

109:32

then you can give clients specific

109:34

access to accounts with access to their

109:37

unbox to view campaigns. So they do make

109:39

it really easy for you to manage like a

109:40

cold email agency. Lots of different

109:42

permissions and unlimited users. So you

109:44

can add whoever you want with various

109:46

different access levels. So it makes it

109:47

really easy to manage your team and have

109:49

everybody work under this workspace as

109:51

well. Custom tags, lead labels, pretty

109:53

self-explanatory here. You can use these

109:55

to stay organized. Okay, now the fun

109:57

stuff. Default opportunity value. This

109:59

is a vanity metric. I don't really

110:01

respect people who come in here and say,

110:03

"Oh, look how much opportunity value I

110:05

have." I'm way more concerned with how

110:07

many positive opportunities than the

110:09

perceived value. So, set that

110:11

opportunity value at whatever you want.

110:12

I think it defaults to 500. Some things

110:14

that I think you should activate. All

110:16

the AI automations automatically tag

110:18

lead status and replies. This is what

110:20

tags them as interested or not

110:21

interested or out of office. You

110:23

definitely want to leave that on. AI

110:24

inbox manager is that experimental

110:26

feature that I was telling you about

110:28

earlier. Once it starts to learn which

110:30

canned responses that you're using,

110:32

it'll start to suggest them first.

110:34

That's the AI assisted. And then AI

110:36

inbox manager is where it fully takes

110:38

over. I do not use this, but if you are

110:41

somebody who wants to experiment and

110:42

trust it, just keep a close eye on it.

110:44

Automatically suggest replies using

110:46

OpenAI. This is the feature that I was

110:47

talking about earlier where you're in

110:49

the unbox and it starts to suggest the

110:51

reply. We want to keep that on. That's

110:52

helpful. This one we want to keep on as

110:54

well. Now, some unbox features. This

110:57

again is preference. I don't like to

110:58

show auto replies in unbox. I like mine

111:00

clean. Save non-instantly emails in

111:02

unbox. So, they give you a lot of

111:04

control over how you want your unbox to

111:05

look. This is how I have it configured.

111:07

The only thing on is saving

111:09

non-instantly emails in the Unibox.

111:11

Outreach preferences. This is how you

111:12

should have it configured. You want to

111:14

automatically pause campaigns with high

111:15

bounce rates. that means something's

111:17

wrong with your list and you want to

111:18

stop it immediately. The rest of these

111:19

are a little bit more advanced and

111:20

really not necessary. Send emails one at

111:22

a time. You want to configure that at

111:24

the mailbox level. Reset your AB

111:26

tracking usage daily. So, if you're

111:28

somebody who's doing like daily testing,

111:30

this is really important. And then you

111:31

want to make sure that you have these

111:33

positive reply notifications turned on,

111:36

especially if you don't have any more

111:37

advanced workflows set up. Now, you'll

111:40

see later I have some more advanced

111:42

workflows that handle this for me, but

111:44

if you're just getting started, go to

111:45

your email preferences, make sure that

111:46

that's flipped on. You want to know what

111:48

that looks like. Lastly, you want to

111:50

turn on V2 analytics if it's not already

111:52

on by default. This is going to give you

111:54

more accurate tracking data. Okay,

111:56

integrations. We're going to be talking

111:57

about extensively later, how to build

111:59

back-end automations, integrate this

112:01

with Zapier or N8N. They've got really

112:03

good web hooks, and they've got great

112:05

integrations with a lot of the platforms

112:06

that you already probably use. Block

112:08

list is very important. These are people

112:09

that you do not want instantly to

112:11

contact. Think your existing customers,

112:13

your vendors, your competitors. You can

112:15

add them to a block list. My best way is

112:17

through this Google sheet. Make a Google

112:19

sheet, make it public, and then have one

112:21

column of just emails that it avoids.

112:23

This block list here is the one that's

112:24

coming directly from the Unibox or

112:27

through API calls. But this Google sheet

112:29

is one that we manage on our end. So, a

112:31

new client signs up, we add them to this

112:33

block list, and now instantly knows not

112:34

to reach out to them. They also have

112:36

these AI block list triggers. So you can

112:38

add unsubscribes to block list. If

112:40

they're marked as unsubscribe, it can

112:42

add them to block list or it looks for

112:43

certain words. Maybe someone's saying go

112:45

f yourself. It can look for those

112:47

trigger words and automatically add

112:49

somebody to that block list for you. And

112:51

lastly, advanced deliverability. I like

112:53

to keep these on. Why not use

112:54

instantly's data? So if they're unlikely

112:56

to reply, you can either skip or send

112:58

last. I don't trust that one as much as

113:00

I trust hostile prospects. I do not want

113:03

to email hostile prospects. It's bad for

113:05

team morale. They're highly likely to

113:07

report me as spam. I don't do it. I skip

113:09

those. And deliverability optimization.

113:11

Disable open tracking across the board.

113:13

I can enable this. It's not going to

113:15

make any difference in my campaigns

113:16

because I already do this at the

113:18

campaign level. Okay. So, that is a

113:19

brief overview of Instantly AI. Again,

113:21

if you want a more detailed walkthrough,

113:23

you can watch this video. It's over an

113:25

hour long and will tell you everything

113:26

that you need to know. Now, also good

113:28

info. If you decide not to use Instate

113:30

AI and you're using Smart Lead or Reach

113:32

Inbox, you'll notice that a lot of this

113:34

looks exactly the same, plus or minus a

113:36

couple of features, but those features

113:37

can be really important when it comes to

113:39

scaling your cold email system. Even

113:41

this inbox placement tool in itself,

113:43

without this, I'd have to do this in an

113:45

outside tool like email guard, and it

113:46

really complicates my ability to scale

113:49

these cold email systems. There's one

113:51

subskll of email marketing that I would

113:53

argue is the most valuable skill that

113:54

you can learn if you want to make seven

113:56

figures. Now, this skill solves a

113:58

problem that some of my most savage

114:00

entrepreneur friends still constantly

114:03

deal with, and it costs them millions of

114:05

dollars if that problem doesn't get

114:06

fixed. And the craziest thing is that

114:08

it's still a total blue ocean. There's

114:11

literally no competition. So, what is

114:13

that mysterious skill? Well, if you want

114:15

to get rich in email marketing, you

114:17

should specialize in email

114:18

deliverability. And in this module, I'm

114:20

going to take you from a deliver a baby,

114:23

get it, to an expert that can actually

114:25

start charging my friends to fix their

114:28

spam problems. So, let's get into it.

114:30

So, today we're talking about the

114:31

perfect cold email deliverability. How

114:33

to reach the inbox every time. And it's

114:35

actually really easy. So, first, let's

114:37

chat about some of the main factors that

114:39

affect email deliverability. There's the

114:41

domain configuration. This is how your

114:43

DNS is set up, all the records that we

114:45

talked about earlier. the age of your

114:47

domain. The magic number is 30 days to

114:50

actually start sending emails from that

114:52

domain. But an older domain is a safer

114:54

domain. If you have domains that are a

114:56

year, 2 years, 3 years old, that age

114:58

actually counts towards the reputation.

115:00

And then the domain reputation itself is

115:03

a massive factor. And that domain

115:04

reputation is affected by a lot of

115:07

different variables, but especially

115:08

people reporting you as spam. The

115:11

mailbox IP reputation, this is the email

115:13

service provider like we talked about

115:15

earlier. What server are those emails

115:17

sending from? That has a reputation as

115:19

well. And so does the mailbox. So maybe

115:21

you have a domain with five mailboxes,

115:24

but one of those mailboxes keeps getting

115:26

reported as spam. It's going to affect

115:28

the domain, sure, but it's going to

115:29

affect that mailbox a lot more. Then

115:31

there's also blacklists. We have domain

115:33

blacklists and IP address blacklists.

115:36

And this is actually separate from

115:37

reputation. The blacklists obviously

115:39

play a part in reputation, but the way

115:41

that you end up on a blacklist is

115:43

actually a little bit different. and

115:44

we're going to be talking about that.

115:45

Other major factors for deliverability

115:47

is copy. All these email service

115:50

providers are screening all of the

115:52

emails that are coming in and reading

115:53

them. So there's certain words and

115:55

phrases and code that it's looking for

115:57

that affects whether or not that email

115:59

makes it to the inbox. And as mentioned,

116:01

the objects like links, images, videos

116:05

all play an important role. And it's an

116:06

important differentiator to know what

116:08

links can you send, what sort of images

116:10

are safe. And one of the reasons this is

116:12

such a high value skill and nobody is

116:14

really good at this is because it's

116:17

complicated. There's a lot of factors at

116:19

play. All of these different factors are

116:21

reasons that an email might go to spam.

116:23

So, it's up to you as the cold email

116:25

expert to figure out what that reason is

116:27

and how to solve it. And that's what

116:29

we're going to be talking about here

116:31

today. All right. Now, let's assume that

116:33

so far you followed my recommendations

116:35

when building out your cold email

116:37

system. Now, if you followed my

116:38

recommendations, there's some things

116:39

that you don't have to worry about

116:40

anymore. For example, whether your

116:42

domain DNS records are set up correctly

116:44

or not. You've got the DKIM, you've got

116:46

the Demark, we've already taken care of

116:48

that. We've set up your mailbox using a

116:50

trustworthy provider, typically Google.

116:51

Now, what are some of the things that

116:53

are in your control? The main one by far

116:55

is spam complaints. Nothing is going to

116:57

kill your mailbox or your domain faster

116:59

than getting reported as spam. It

117:01

massively damages your reputation, and

117:03

it can be really hard to come back from

117:04

that. Now, if you're sending cold

117:06

emails, in a lot of cases, even if

117:07

you're sending warm emails to your

117:09

opt-in list, you're going to get spam

117:11

reports. This is why good warm-up is so

117:14

important. So, think about warm-up as

117:16

your way to counteract the number of

117:18

times you're reported as spam. Say you

117:20

send 100 emails, cold emails, and one of

117:23

every 100 reports you have spam. That's

117:25

a 1% spam rate. That's actually not

117:27

good. Now, let's say you add warm-up,

117:29

and now you're sending 200 emails, and

117:32

100 are cold and 100 are warm-up emails.

117:34

and that same one person reports you

117:36

have spam, now you have a 0.05%

117:39

spam rate, which is half. This is going

117:41

to be much better for your reputation.

117:42

So, warm-up counteracts spam. But

117:45

remember, it has to be good warm-up, and

117:46

more is not always better. The email

117:48

service providers aren't dumb, and

117:50

they've got a lot of technology in place

117:52

to detect whether you're using automated

117:54

warm-up solutions. That's why

117:56

highquality warm-up is so important, and

117:58

a good warm-up pool is important. that

118:00

mailbox that's in the warm-up pool is

118:02

super important because if it's low

118:04

reputation mailboxes that are in the

118:06

warm-up pools, it can actually do more

118:07

damage than good. The next thing you can

118:09

control is your cold email copy. You

118:11

want to use lots of spin tax. I'm going

118:12

to show you what that is in the

118:14

copywriting phase, but essentially spin

118:15

tax make sure that you're not sending

118:17

the same exact copy and phrases over and

118:20

over again because those can get picked

118:21

up by the email service providers and

118:23

cause deliverability issues. Lastly, the

118:25

domain age. Don't jump the gun. Wait for

118:28

those domains to reach at least 30 days

118:31

before you start sending cold emails. I

118:33

actually like to wait up to 60 days in

118:35

some cases. So if you buy a bunch of

118:36

domains now, even if you don't plan on

118:38

sending cold emails, you can sit on

118:40

them. You can create the mailboxes and

118:42

you can start warming them and start

118:44

building reputation with good high

118:46

quality warm-up. All right, so let's

118:47

break down email warm-up. What is it?

118:49

Well, email warm-up is essentially you

118:51

sign your mailbox up to a pool of other

118:53

mailboxes and those mailboxes exchange

118:56

emails with one another. And during that

118:57

email exchange, those mailboxes are

118:59

taking emails out of spam. They're

119:01

marking them as important. They're

119:02

reading them. They're replying to parts

119:04

of them. All to make it seem like a

119:06

human is doing it. And the mailbox is

119:08

sending good emails. And there's a lot

119:10

of important factors to determine the

119:12

quality of that email warm-up. For

119:14

example, what is the copy that's being

119:16

sent in the email warm-up? If it's

119:17

similar to your copy, that's great

119:19

because it's not just warming up your

119:20

domain and your mailbox. It's actually

119:23

training the ESPs that this is what your

119:25

domain and mailbox talks about in the

119:27

cold emails and that those are valuable

119:29

emails because they're being marked as

119:30

important versus a lowquality warm-up

119:32

pool is just going to send generic copy

119:35

in the warm-up and then you start

119:36

sending cold emails and you're trying to

119:38

sell, you know, web design services. And

119:40

the ESPs aren't stupid. They're like,

119:42

"Okay, those are the warm-ups. This is

119:44

the real thing. That's the spam." So,

119:46

let's actually open up a really

119:47

highquality warm-up tool. This is

119:49

actually not one that I recommend for

119:51

cold email. So, this is a warm-up tool

119:53

called warmmy.io. I actually only use

119:55

this for our primary domain. That's a

119:56

little bit too expensive to use for cold

119:58

email and instantly does a good enough

119:59

job for cold email domains. But your

120:02

primary domain is also your sacred

120:04

domain. And that's why it's plugged up

120:05

here in warm. And this is why I wanted

120:07

to show you kind of how it works. Every

120:09

day it's sending about a,000 emails from

120:11

this domain. And if some of them go to

120:12

spam, as they do here, warm me warm-up

120:16

pool actually removes them from spam and

120:18

marks them as important. So, one of the

120:19

reasons I wanted to show you this tool

120:21

is what makes it such a high quality

120:23

warm-up. I'm kind of giving an overkill

120:25

here. You should use this for your

120:26

primary domain. I've got additional

120:29

videos walking you through the setup of

120:30

this tool. You don't need to use this

120:32

for your cold email setup, but I'm

120:34

walking you through warm-up just to make

120:35

you an expert. The warm-up topic, you

120:37

can actually select what your emails are

120:39

about. That way, the warm-up topic is

120:42

the same as the topic that you're

120:43

actually sending cold emails about. The

120:45

other thing I wanted to show you is

120:46

warm-up preferences. So, it actually

120:48

lets you control what types of mailboxes

120:51

that you're sending emails to. So, us at

120:53

Otter Public Relations, we're primarily

120:55

sending, in fact, I'm going to change

120:57

this now and walk you through my thought

120:59

process. We were struggling to reach

121:00

Outlook for a little while. That's why

121:01

it was focusing almost entirely on

121:04

Outlook, about 50%, but you can choose

121:06

which email providers you want to warm

121:08

up cuz each of these ESPs has their own

121:11

rules and reputation for your mailbox,

121:13

for your domain. That way, if you want

121:15

to improve your reputation specifically

121:17

with Microsoft 365, you can just focus

121:20

all your firepower on that specific

121:22

mailbox. And I want to show you this

121:23

result just to say that, you know, we're

121:25

human, too. Now, this isn't a cold

121:26

emailbox. This is actually plugged into

121:28

our CRM uh from GoHigh Lee, our our main

121:31

CRM. That's why we're we're warming it

121:33

like this at these volumes. But coming

121:35

down to these results, it's really

121:37

important to know where you're inboxing.

121:39

So, this test was done on June 18th. And

121:42

I want to show you what a reall life

121:45

inbox test looks like. I'm going to go

121:46

ahead and run the test now just so you

121:48

can see a new one. And what it's

121:50

actually going to do, I'm going to

121:51

select all. Got a template already

121:53

selected. This is the copy that it's

121:55

going to use. Right now, it's actually

121:57

sending emails to probably close to a

122:00

100 different email addresses that they

122:02

control to see what the actual

122:04

destination of our email is. It's one

122:07

thing to give you a health score or to

122:09

look up here and say, "Oh, you know

122:11

what? All of these went into the inbox.

122:12

These are warm-up pool emails. It's not

122:14

showing you what's really happening in

122:16

real life. This is actually a much

122:18

better tell. It's emailing these

122:19

recipient inboxes and seeing what

122:21

actually happens. And as you can see,

122:23

it's reading the results in real time.

122:25

Now, I'm going to show you a free way to

122:26

do this because it's a really important

122:28

practice. And you should do this for

122:29

your primary mailbox, too. I'll actually

122:32

do one from my primary mailbox,

122:34

jleadenj.com.

122:35

And this isn't good. See, I'm already

122:37

seeing G Suite at 0%. that likely went

122:40

to the promotions tab for the email

122:42

topic that we used. Which actually

122:43

brings me to a good point. What is this

122:45

promotions tab? Is this important?

122:47

Obviously, landing in spam isn't great,

122:49

but what if you're landing in promotions

122:50

instead of spam? In a lot of these

122:52

cases, you may as well be in spam if

122:54

you're in promotions. Typically, when

122:55

you're ending up in the promotions tab,

122:57

let's just open up a Gmail account

122:59

quickly so I can show you what that

123:00

looks like. So, in most email providers,

123:02

especially Google, uh you're going to

123:03

see all these categories here on the

123:05

left. Social, updates, forums,

123:07

promotions. This is that promotions tab

123:10

and you really want to do whatever you

123:11

can to stay out of it and actually see

123:13

some of my notifications going into the

123:15

promotions tab. So, what do you

123:16

typically do about ending up in

123:17

promotions? Well, it's actually usually

123:19

a copy issue. So, it's probably f

123:21

flagging some sort of word or phrase

123:24

that puts you into that promotions tab.

123:26

So, what you want to do is adjust your

123:27

copy and test your copy and then do

123:29

these placement tests until you get out

123:31

of that promotions tab. So, when we're

123:33

writing copy, especially for our CRM and

123:35

our sequences, we do these

123:37

deliverability tests on the copy to make

123:40

sure that it's inboxing and not in the

123:42

promotions tab. So, on this

123:44

deliverability test, it looks like we're

123:45

inboxing almost 100% except Yahoo, which

123:49

I don't really care about too much. Most

123:50

of my clients, especially the good ones,

123:52

are not using Yahoo mailboxes. But, I'm

123:54

a little concerned about the promotions

123:56

tab here. But, this is likely due to the

123:58

email content that we sent, which is

124:00

just in this in this template. So, I'm

124:02

not too concerned there. Now, if you

124:04

guys do want to use Wormy for your

124:05

primary domain or you want to go in

124:06

there and play around, I do have a 50%

124:09

off discount, I believe, to Wormy.

124:11

Again, this video is not sponsored. I

124:13

actually love this tool. Yes, you can

124:15

get 50% off. And if you want access to

124:18

this list, just head to

124:19

leadenj.com/tools

124:21

and it's all going to be linked down

124:22

below. All right, so back to email

124:23

warm-up. Do you really need to use warm

124:26

for your cold email mailboxes? The

124:28

answer is no. Instantly AI offers free

124:30

unlimited warming. So, let's go ahead

124:32

and open up instantly and show you what

124:33

that looks like. Remember, you're going

124:34

to come to your email accounts and

124:36

you're going to see a health score.

124:37

You're going to make sure this little

124:38

fire emoji is on. This means that

124:40

warm-up is on. Now, if I was to have all

124:43

of these mailboxes inside of warmmy.io,

124:45

granted, they do give bulk discounts,

124:47

but having it all in one place really

124:49

just makes cold email so so much easier.

124:51

And their warm-up is good, and I've

124:53

never had any issues with it. We're not

124:54

doing high volume warm-up, and all of

124:56

these mailboxes are relatively

124:58

disposable. So, let's talk a little bit

124:59

about the warm-up settings. So, I'm

125:01

going to open one of these up. Come into

125:03

settings, scroll all the way down, and

125:04

now we're going to see how I configure

125:06

the warm-up. And I kind of talked a

125:07

little bit about this earlier, but it's

125:09

important to understand what's going on.

125:10

You can ignore this warm-up filter tag

125:12

that's used if you want to create email

125:14

filters and get them out of your inbox.

125:16

That instantly does that automatically

125:18

for you in the unib so you don't have to

125:20

worry about it. This is mostly important

125:22

for email forwarding, which we already

125:23

said we're not going to do. So, what

125:25

you're going to do is you're in going to

125:26

increase by 1 to two per day until you

125:28

reach the same number of warm-up emails

125:31

as your daily campaign limit. So, if

125:33

each of these are set to 10, you want to

125:34

warm up to 10. You're going to set your

125:36

reply rate anywhere from 30 to 100. I've

125:38

experimented all around that range. It

125:40

all works. In the advanced settings, I

125:42

like to activate all of these weekends

125:44

only, red emulation, warm custom

125:46

tracking domain. All these features are

125:48

meant to emulate human behavior, which

125:50

is really important when it comes to

125:51

warm-up. Now, you might notice a

125:53

difference here from what I showed you

125:55

in Wormy with the ability to control the

125:58

copy of that warm-up and the targeting

126:00

of that warm-up, what ESPs that it's

126:02

focused on, and then what the subject of

126:05

those emails are. And yes, that's a

126:07

little bit of a sacrifice. And honestly,

126:09

yeah, there's no way around it. I'm not

126:10

sure the content that instantly really

126:12

sends or how they determine that, but it

126:15

is up to them to make sure that their

126:17

warm-up works. And I'm telling you that

126:19

it does because I use it myself. And the

126:21

reason this all makes cold email so easy

126:23

is because of inbox placement. So, not

126:25

only is it warming up my mailboxes for

126:27

me automatically, but every day it's

126:29

doing one of these live tests for me on

126:32

every single mailbox. And you can see

126:34

from this, we're getting almost 100%

126:36

deliverability. We got a little bit of a

126:38

drop here with Microsoft. And the other

126:40

important thing that you can see here is

126:42

this actually went up almost 20%

126:45

recently. So, what can happen,

126:47

especially with reputation damage and

126:49

blacklists, is they're temporary, and

126:51

you can work your way off of them.

126:53

There's a protocol to fix it, and we're

126:54

going to talk a little bit about that

126:56

protocol, and it doesn't change much

126:57

depending on what the issue is. Okay, so

127:00

last note here, leave warm-up always on.

127:02

Remember, this is your defense against

127:04

spam reports. If you're getting high

127:05

spam reports, you need those warm-up

127:08

emails to lower your overall spam rate.

127:10

This kind of reiterates what we just

127:11

talked about. Instantly is the best for

127:13

free unlimited warm-up. It works great.

127:16

As you can see, our deliverability is

127:17

excellent. But if you're focused on

127:20

warm-up for a single sacred domain, I do

127:23

recommend Wormy. Bad warm-up can kill

127:25

your mailboxes. So, if you try and

127:27

choose a budget friendly option for

127:28

unlimited email warm-up or even to warm

127:30

up your primary domain, it can actually

127:32

hurt your mailboxes. If these ESPs find

127:35

out that you're using automated warm-up,

127:37

it can really hurt your mailboxes. or if

127:39

the warm-up pool has low reputation

127:42

mailboxes and domains, it can actually

127:44

do a lot of damage. All right, let's

127:45

briefly talk about all of the things

127:47

that could go wrong to prevent your

127:49

email from landing in the inbox and

127:50

instead landing in spam. There's a lot

127:52

of factors affecting deliverability and

127:54

we're going to go top to bottom from the

127:56

most common simple issues that's

127:57

probably affecting your deliverability

127:59

to some of the the more uncommon strange

128:01

things to expect. What are some of these

128:03

issues? Well, the first thing you're

128:04

going to want to do is check your domain

128:06

configuration. You're going to use a

128:08

tool like MX Toolbox or Easydmark to do

128:11

a domain scan and look at your DNS

128:13

records. This is one of the most common

128:15

issues that is easy to fix. If your

128:19

emails are going to spam, you're going

128:21

to make sure that your demark is valid,

128:23

your DKIM is there, your SPF record is

128:25

there, and if you don't have them, you

128:27

can use a tool like easy demark to

128:29

generate them really quickly and get

128:31

those fixed. If you do notice that this

128:33

is a problem, turn off all your cold

128:35

email campaigns. you're just going to

128:36

make the problem worse. Now, if this is

128:38

the issue, great. That's an easy fix. Go

128:40

and address that right away so that we

128:42

can start sending cold emails again and

128:43

move on. If this looks good, the next

128:45

thing you're going to want to do is a

128:46

blacklist check. So, one of the things

128:48

that email service providers look at

128:50

when an email is coming in is, is that

128:53

IP address or domain on a blacklist?

128:55

Now, if you followed my instructions and

128:57

you're using Google as your ESP to

128:59

generate mailboxes, you're using Google

129:01

IPs, you don't really have to worry so

129:03

much about IP blacklists, but I do want

129:05

you to worry about domain block

129:06

blacklists. So, you're going to check

129:08

your domain blacklist. And you can do

129:10

this on any deliverability tool like MX

129:14

Toolbox, Easydmark, the links are going

129:16

to be in the resources. Check if you're

129:18

on any domain blacklists. If you are,

129:21

they typically only last for about 30

129:22

days. You should stop all cold email

129:25

campaigns right away and just warm up

129:26

those mailboxes for 30 days. And you

129:29

should come off of that blacklist and

129:31

just make sure that you don't restart

129:33

the cold email campaigns until it's off.

129:36

And by the way, if this happens to your

129:37

primary domain, reach out to our team.

129:39

We might be able to get you off of a

129:41

blacklist faster. But usually, we're

129:43

talking about cold email here and all

129:44

you have to do is turn it off and wait.

129:46

I should also mention the way that you

129:48

end up on these blacklists is is

129:50

probably not what you think. I used to

129:52

think that you ended up on a blacklist

129:54

because you got flagged as spam too many

129:56

times. Well, the reality is getting

129:58

marked as spam decreases your reputation

130:01

quite a bit and can end you on a

130:03

blacklist. But all of these blacklists

130:05

are actually companies. And there's a

130:07

lot of these different companies that

130:08

you'll see if you do a blacklist check.

130:11

And these are companies and they

130:13

actually put like landmines out there

130:15

into the email space. These landmines

130:18

aren't actual humans. They're actually

130:20

spam traps. They're mailboxes that were

130:22

designed to catch bad cold emailers and

130:25

add them to these blacklists. So, if you

130:27

do end up on one of these, you should

130:29

have a good look at your data source and

130:31

where you're getting that information

130:32

from. But, like I said, this typically

130:34

lasts 30 days and IP address blacklist

130:36

you probably don't need to worry about

130:38

as much. If you're not on any blacklists

130:40

and your DNS records are sound and

130:41

you're using Google, so you're using

130:43

good IP addresses, then it probably is

130:45

going to come down to a couple of things

130:47

that are not as much in your control and

130:49

not as clear. These things are domain

130:52

age. Domain age, how long has it been

130:54

since you bought and started using that

130:56

domain? It's a really important factor,

130:58

especially for Microsoft. And the only

131:00

way to get around that is to use older

131:03

domains or wait a little bit longer

131:04

before sending cold emails. But no one

131:07

is going to tell you that your email got

131:09

rejected because your domain wasn't old

131:10

enough. That's information that is only

131:13

available on like their backends and

131:15

it's nothing that we can test and

131:16

there's no tool that's going to tell us

131:18

this is the problem. Unfortunately, the

131:20

other likely culprit is going to be the

131:22

copy, what you're actually sending in

131:23

that cold email. And this we do have

131:25

tools that are going to help assess

131:27

whether the copy is an issue. Some

131:29

common issues with copy that people make

131:31

are they're using too much code. So, if

131:33

you're doing open tracking, if you're

131:35

including links, if you're including

131:37

links that have low reputation

131:40

themselves, so maybe you're using a

131:42

brand new website that you just built

131:44

and you're sending people a link to that

131:45

website. That website doesn't have any

131:47

reputation. So, the ESPs are going to

131:49

see that and are going to be more likely

131:52

to reject it. There's also a long list

131:54

of words and phrases that we do not like

131:56

to use in cold email. Now, you're

131:58

learning here about a lot of tools that

132:00

you can use to check that copy to make

132:02

sure that it doesn't have any of those

132:03

words and phrases, but you need to make

132:05

sure of that before you send your cold

132:07

emails because if it does, that's

132:08

probably why you're landing in spam. One

132:11

other trick to get through with copy is

132:13

shorter copy tends to to get through a

132:15

little bit better. Remember, you don't

132:16

want to use unsubscribe links. You don't

132:18

want to use opt- out language. That's

132:20

going to negatively affect your

132:22

deliverability. And really, the only way

132:23

to tell if it's copy is to do a real

132:26

life deliverability test. Don't just

132:27

trust instantly. You need to go into a

132:29

tool like Glock Apps and see how that

132:31

actually delivers and then change the

132:33

copy and try it again. If it works, you

132:36

can pretty much be be certain that it

132:38

was the copy that caused it. The last

132:40

and final piece that I've mentioned a

132:42

few times is the reputation. Google,

132:44

Microsoft, they all attribute a

132:46

reputation to your mailboxes, to your

132:48

domains, and based on that reputation,

132:50

they decide what to do with incoming

132:51

mail. So the only thing that you can do

132:53

to increase that reputation is good warm

132:56

up. So attach all of those mailboxes in

132:59

instantly and warm them up. And if this

133:01

is your primary domain, you should be

133:02

doing the highest quality warm-up

133:04

possible. And that's through a tool like

133:06

wormy.io. Now there are some tools to

133:08

monitor reputation. Specifically in

133:10

Google Postmaster, you can monitor

133:12

domain reputation pretty accurately, but

133:14

most people likely don't connect all of

133:17

their cold email domains to a tool like

133:19

Postmaster. So, you're just going to

133:21

have to trust based on these

133:22

deliverability tests, okay? It's not my

133:24

copy, it's not my domain age, it's

133:26

probably my reputation. So, if

133:28

deliverability drops, the only thing

133:30

that you can do is increase your domain

133:32

and mailbox reputation by slowing down

133:34

the number of cold emails you're sending

133:36

and ramping up the number of warm-up

133:39

emails that you're sending. Now, the

133:40

reality is if you send bad cold emails,

133:42

you're not good at this. you're emailing

133:44

people that aren't a good fit for your

133:46

offer, that are going to be likely to

133:48

report you as spam because that's what

133:49

people do when they get an irrelevant

133:51

email, then you're going to have a hard

133:53

time managing your email reputation. So,

133:55

the better you get at cold email, the

133:57

better you get at hyperargeting the

133:59

right person to send emails to and using

134:01

copy that's not going to go to spam and

134:04

using copy that's not going to get

134:06

reported as spam and decrease your

134:08

reputation. The other thing that affects

134:10

your reputation in addition to getting

134:12

reported as spam are bounces. So, let's

134:15

talk about bounces for a second. If an

134:16

email bounces back, it's going to

134:18

negatively affect your reputation. And

134:20

there it can bounce back for a few

134:21

reasons. It's a ball, it goes, it hits a

134:23

wall, comes back. And there's a couple

134:25

things that can cause this. And it's not

134:26

just having an invalid email. It's a

134:28

common misconception. You can clean your

134:30

list in million verifier, get a whole

134:32

list of good emails, send the emails to

134:35

those good good email addresses that you

134:37

got and they could still end up

134:39

bouncing. Why does that happen? Well, it

134:41

just means that that email is being

134:42

rejected by the email service provider.

134:45

It's not even sending it to spam. It's

134:47

just bouncing it back. Now, a couple

134:48

innocent reasons that aren't going to

134:50

affect your reputation. Maybe that

134:51

person's mailbox is full. If that

134:53

happens, the reason behind the bounce

134:56

takes into account because remember this

134:58

person, say they're using Google as

134:59

their ESP. Google's the one who applies

135:01

that reputation. So if they bounce that

135:03

email back because the mailbox is full,

135:06

you're fine. But if they bounce that

135:07

email back because you used copy that

135:09

they've associated with a spammer or

135:11

because you're on certain blacklists,

135:14

those bounces do have an effect. So

135:16

important to remember here, email

135:17

bounces, it's not just because the

135:19

email's invalid. There's other reasons

135:21

that could cause an email to bounce.

135:23

However, one of the most common reasons

135:25

for an email bouncing back is email

135:27

validity. So, you might clean a list 3

135:30

months ago and have all the good emails,

135:32

put them into Instantly AI, and then 2

135:35

and 1/2 months go by and 20 of those

135:38

people have now changed jobs. So, those

135:41

emails that were valid are no longer bad

135:43

and you have no way of knowing that. All

135:45

of those emails are going to bounce back

135:46

and they're going to penalize you and

135:48

they're going to decrease your

135:49

reputation. That's why I don't typically

135:50

recommend pulling these huge batches of

135:53

email lists or buying email lists that

135:55

maybe were once valid but maybe aren't

135:58

now and putting them into your instantly

135:59

AI and then just letting it run. You

136:01

want to have recent up-to-date valid

136:04

emails. And if you the bigger you open

136:06

that time frame, 3 months to 6 months,

136:09

the more of a chance you're going to

136:10

have at those emails that were once good

136:12

no longer being good. That's also the

136:15

reason that you really want to avoid

136:16

sending emails to catch alls, riskies,

136:18

and unknowns unless you use a tool to

136:21

verify those catch-alls, riskies, and

136:23

unknowns and make sure that they're

136:25

good. So, those are all of the things

136:26

that could go wrong and cause an email

136:28

to go to spam. You're really going to

136:29

have to do these live deliverability

136:31

tests to try and diagnose and fix it.

136:33

And the more that you do them, the more

136:35

that you're going to understand, okay,

136:37

this is where I went wrong. This is how

136:38

I need to correct it. And the solution

136:40

to all of these things is essentially

136:42

the same. It's increase the warming,

136:45

decrease the number of cold emails that

136:46

you're doing, make sure that the

136:48

configuration is right, making sure the

136:50

copy is right, and waiting. And

136:52

typically within 4 to 8 weeks, the

136:55

domain will be recovered, the mailboxes

136:57

will be recovered, and you can start

136:58

sending cold emails again. And another

137:00

funny meme, I love these Anakin

137:02

Skywalker ones. I'm using cold email.

137:04

You're sure you're not going to spam,

137:06

right? You're sure you're not going to

137:08

spam, right? So many people make this

137:10

mistake. They launch their campaigns and

137:13

they're not getting any replies and they

137:17

think something's broken. They don't

137:18

know what to do about it and they just

137:20

get paralysis. Now, if you don't know

137:22

how to identify the problem in your cold

137:24

email machine, then it's going to be

137:26

really hard to fix it and make it work.

137:28

And it all starts with deliverability.

137:30

The first thing that you should do if

137:31

something's not working is do a

137:33

deliverability test and see what

137:35

happens. So, how do you know if your

137:37

emails are going to spam? After all, we

137:39

we don't track open rates. We always

137:42

leave that button unchecked because we

137:44

don't want to add any code that's going

137:45

to affect deliverability. So, if we

137:47

don't know the open rates, then how do

137:49

we know if an email is going to spam? It

137:51

used to be easy back when we could track

137:53

open rates. We would just say, oh, you

137:55

know, that one's below 40%. Chances are

137:58

it's in spam. Let's go investigate. Now,

138:00

we actually use reply rate as a proxy

138:02

for that. And we have tools like inbox

138:04

placement that makes it so easy for us.

138:07

So, I can't tell you how important it is

138:08

to activate this inside of your

138:10

instantly instance because this is the

138:12

real tell of whether or not your emails

138:14

are going to spam. A lot of people like

138:16

to live here in the health scores cuz I

138:18

can open up one of these mailboxes and I

138:20

can see, oh, you know what? It's all

138:22

green. None of these emails are going to

138:24

spam. Zero save from spam. But these are

138:27

just warm-up emails. They're not real

138:28

life results. That's way to really know

138:31

if a campaign is being affected and it's

138:33

going to spam. You need to be in the

138:35

inbox placement tests. This is the real

138:37

life deliverability. This is what you

138:40

can live and die on. Email health score

138:42

usually not accurate. Gold standard

138:44

inbox placement testing just to

138:46

reiterate. And now you can fully

138:48

automate the entire process. So it

138:49

happens every day without you having to

138:51

think about it. Now other important

138:52

thing to note here is the automations

138:55

that you can attach to these inbox

138:57

placement tests. And this is why this

138:59

instantly feature is so powerful. It's

139:01

not just knowing, it's actually doing

139:02

something about it. Because it's one

139:04

thing to find out that an email that

139:06

emails are going to spam. It's a whole

139:07

other thing to stop it in its tracks

139:09

before it gets worse and start the

139:11

implementation for fixing it, which

139:13

we're going to talk about in a second.

139:15

But this essentially breaks it down. It

139:17

monitors the inbox placement and then if

139:19

it goes below 50%, which is pretty sure

139:22

that emails are going to spam, then it

139:23

pauses the sending, pauses the cold

139:25

email sending and just warms up for 14

139:28

days. If they're added to any blacklist,

139:30

it pauses the sending for 14 days.

139:32

Honestly, this should be 30 days. I'm

139:34

going to change it right now and give

139:35

you new advice. Let's make these 30 days

139:37

because that's how long it typically

139:38

takes to get yourself off of a

139:40

blacklist. And then when email placement

139:42

goes back above 70%, it slow ramps those

139:45

accounts back into the campaign. So, it

139:47

doesn't go from 0 to 50 right away. It

139:50

goes 0 to 2 to 4 to 6 to 8 in a much

139:54

more humanlike behavior. I'm going to go

139:56

ahead and update that. Now, this won't

139:58

even matter for me because we're

140:00

inboxing almost 100%. Now, if you're not

140:02

using Instantly and you still want to

140:03

set up deliverability testing and do

140:06

inbox placement, then there's a couple

140:07

of alternatives and honorable mentions

140:10

that I want to throw in here. You can

140:11

get email guard and connect your

140:13

domains, connect your email accounts,

140:15

and you can actually set up inbox

140:17

placement right here inside of email

140:20

guard. And they're pretty good placement

140:21

tests. uh it's probably the cheapest

140:23

alternative if you want to do a lot of

140:25

placement tests. And here's what the

140:27

results look like. They're just okay. It

140:29

doesn't give us too much information

140:30

here. The one that I really want to show

140:32

you is the one that I use when I'm

140:34

consulting people on email

140:35

deliverability and that is Glock apps.

140:38

Okay, so now we're inside of Glock apps

140:40

and it actually gives you two free spam

140:42

tests per month on their free plan. So

140:45

you can actually log in and do this

140:46

right now and it's the highest quality

140:48

inbox placement test that I've seen yet.

140:50

Now, Warm Me is pretty good. I can

140:52

actually go into the results pretty

140:53

in-depth. So, I can click into each of

140:55

these and see specifically what's

140:57

happening. I can see IP blacklists. But,

141:00

let's go and do one real life in Glock

141:02

apps and actually evaluate the results.

141:04

So, I'm going to start a spam test.

141:06

Let's do a manual test.

141:09

Uh, I only want to send to North

141:10

America. I don't really care about the

141:12

other ones. We're going to go ahead and

141:14

create. Now, you'll see that it gives me

141:16

an ID and a giant list of mailboxes. So,

141:19

this is the mailbox that I'm going to be

141:20

sending to. So, let's go ahead and send

141:22

this email. I'm going to do it from my

141:24

primary mailbox. So, let's go ahead and

141:26

initiate that new message here. We're

141:28

going to copy all of these mailboxes

141:33

for the two.

141:36

And then I want this ID string. This is

141:38

what it's going to read when it does the

141:40

test. Subject line test cold email

141:44

services ID string. Cool. And it's got

141:47

my signature in there. there. So, we're

141:48

going to go ahead and send to those

141:50

mailboxes. Now, there's probably like a

141:51

15-second delay, so it's not going to

141:53

show up right away, but let's go ahead

141:54

and view the report. It's going to take

141:56

a while to start populating. As you can

141:58

see, 100% missing, and then it's going

142:00

to start showing me some results. Now,

142:02

this is really important, interpreting

142:04

these test results because a lot of

142:07

people will look at this and be like,

142:08

you know, I still don't know what's

142:09

wrong. Some of this stuff is more

142:11

important than other stuff, and it's

142:13

important to know what's what. Now, as

142:14

this processes, I actually did this on

142:16

purpose. So, I wanted to show you

142:17

something. So, as you can see, 44% in

142:20

spam, inbox, 51%. If it was all perfect,

142:23

I wouldn't be really be able to teach

142:24

you. So, I kind of kneecap myself on

142:27

purpose. First thing is you want to look

142:28

at the IP analytics. This is kind of

142:30

bringing it all home, right? Cuz we were

142:31

just talking about servers and IPs.

142:33

Right now, I'm sending from Google.

142:34

These are all Google IP addresses. If

142:37

any of these are on a block list, that's

142:39

Google's responsibility. And I'm

142:41

actually not too concerned with any of

142:42

these IPs being on a block list because

142:45

chances are it's just going to be

142:47

switched out and actually doesn't carry

142:48

very much weight. If either of these

142:50

things are incorrect, then you probably

142:52

have an infrastructure problem. Let's

142:54

talk about domain block lists. These are

142:56

actually a lot more important. And if

142:58

you're on a domain block list,

142:59

especially some of the main ones, you're

143:02

going to have issues. So, one of one

143:04

really quick thing that you can do to

143:06

check if you're on a domain block list,

143:07

go to MX Toolbox. They've got a lot of

143:10

really good tools for quickly checking

143:12

email deliverability. So, let's go to

143:13

blacklist and I'm going to type in my

143:15

main domain lead genenj.com and it's

143:18

going to blacklist check across all of

143:20

the major email blacklists. Now, some of

143:23

these are worse than others. So, even if

143:25

you're on some of these block lists, it

143:26

doesn't mean that you're going to end up

143:28

in spam, but some of them like spamhos

143:30

or serbble can actually really really

143:32

hurt you. Sorbs is another big one. So,

143:34

if you're on any of these block lists,

143:36

it's probably the cause for you going to

143:38

spam. There's a lot of other stuff that

143:39

you can do here in MX Toolbox as well.

143:41

But let's go back to the report. I'm not

143:43

on any domain block lists. Awesome. This

143:45

is going to check my DKIM and my demark

143:47

record. We talked about that earlier.

143:49

This is kind of what I did to myself and

143:51

why the emails are going to spam. This

143:52

is why these deliverability tests are so

143:55

important because you really need to

143:56

figure out why you're going to spam.

143:58

What's going on? And if I was just

144:00

looking at the deliverability test here,

144:03

I really wouldn't know. I don't get any

144:04

insights into, you know, why it didn't

144:07

go through to Google. Whereas in this, I

144:10

get a lot of insights. There's a lot of

144:11

things that could be going wrong. So,

144:13

what happened here? The reason that I

144:15

went mostly to spam for Google is Google

144:18

detected spam in the keywords. I said

144:21

cold email service and that's all I

144:22

said. So, Google actually marked that

144:25

their ESP read the incoming email and

144:26

marked it as spam and this told me that.

144:29

So, that's one really important thing to

144:30

look at, especially if you're testing

144:32

copy. do it here. This is one of the

144:34

best places to do it. And then Spam

144:36

Assassin. So, what is this? Well, you'll

144:38

actually get access to these results

144:39

directly in instantly if you want. You

144:41

can come into campaigns, launch one of

144:44

your campaigns, open up one of the

144:46

emails, and then you can click on

144:47

preview. And now I can actually check

144:49

the deliverability score. And this is

144:51

mostly just using Spam Assassin. So, as

144:53

you can see, the data that you see here

144:55

with all these pluses and minuses, it's

144:57

just checking that different elements of

144:58

the email are correct. And this is

145:01

really important data, but it does not

145:02

tell you if the email is going to place

145:04

in the inbox or not. It's just one

145:06

factor of many of these factors. Now,

145:09

obviously, you want a good spam assassin

145:11

score. And if you've got an issue here,

145:13

it's probably either technical

145:14

infrastructure or you're doing something

145:16

in the content of your email that they

145:18

don't like. So, now let's actually open

145:20

up these deliverability placements and

145:22

see what happens. Now, what you notice

145:24

here is just Google went all to spam.

145:26

Everything else was 100%. And the reason

145:28

for that is Google said the copy was

145:31

spam. It read the copy. Everything else

145:33

was perfect. No blacklists other than

145:35

that IP blacklist, which I'm not really

145:37

concerned about. And if I come in here,

145:39

I'll see Google, same thing. Spam and

145:41

Outlook, some of this spam as well. Now,

145:45

what does that mean? How can I interpret

145:47

that? Well, it's likely the same thing

145:48

as Google. Now, we don't have spam

145:50

filter data on Microsoft here, but it's

145:53

very likely that it was the copy that

145:55

sent those emails to spam. So, if you're

145:57

in spam and you really want to figure

145:58

out why and what happened, this is how

146:00

you figure out why. You do a real life

146:02

deliverability test and you can figure

146:04

out is it your copy and content? Are you

146:06

on some sort of blacklist? Do you have a

146:08

really low reputation somewhere? All

146:10

these are really important factors. Now,

146:12

Glock apps does give you some action

146:14

steps as well. Uh, it's, you know, AI

146:17

generated, so it's not that helpful. The

146:19

truth is once you know the cause of it,

146:22

the solutions are typically pretty easy.

146:24

Here we can see the cause is the content

146:27

of that email. So what do we do? We

146:29

change the content of the email and the

146:31

problem resolves itself. Now say this

146:34

wasn't spam and everything else looked

146:36

pretty good. You're on a couple IP block

146:39

lists uh and you're on a couple domain

146:41

block lists. What do you do? How would

146:43

you fix a situation like that? So just

146:45

kind of catching up and reiterating

146:46

here. Interpreting the inbox placement

146:49

tests. Domain blacklists are bad. Some

146:51

are worse than others. Now, if you're on

146:52

a domain block list that you haven't

146:54

heard about yet or that I didn't

146:55

mention, go ahead and put in an AI and

146:57

check how bad it is. But chances are, if

147:00

you're on a domain block list and you're

147:01

ending up in spam, that's probably the

147:03

cause. IP blacklists are usually normal,

147:07

especially if you're using something

147:08

like Google or Microsoft. They have so

147:10

many IP addresses and they're in charge

147:13

of making sure that your IPs are clean.

147:14

So, if you're using one of those

147:15

services, I wouldn't be too concerned

147:17

about it unless you're on a ton of them.

147:19

However, if you're using one of the SMTP

147:22

services like an inframail and you're on

147:24

an IP blacklist, that could spell

147:26

doomsday for you. It's also really

147:27

important to dig in to where you're

147:30

delivering to. So, we were just in this

147:32

tool and I came into US business. Say

147:34

I'm saying sending B2B cold emails and

147:37

I'm inboxing 100% to Google and to

147:40

Microsoft. But let's say you're inboxing

147:42

0% to Zoho and Proton Mail and you get

147:45

your inbox placement test results and

147:47

you maybe you didn't dig in here yet and

147:49

you see 20% spam. Is that really bad? Is

147:51

that a huge issue? Not really. That's

147:53

maybe 5% of the people you're going to

147:56

be emailing. So, I wouldn't change

147:58

anything. I wouldn't be too concerned

147:59

with that. However, if you're inboxing

148:01

100% everywhere else, but 0% on Google

148:05

like this, this is that's a huge issue.

148:07

So even if you're seeing 80% inbox

148:09

placement and 20% spam, if that 20% is

148:13

Google Workspace, you're in big trouble

148:15

and you need to go and fix that. So

148:17

that's why it's really important to dig

148:18

into these reports cuz the nuance

148:20

matters a lot. And if a test is normal,

148:22

you're not on any blacklists. It's

148:24

probably your copy. Okay, so how do you

148:26

fix it? Your emails are going to spam.

148:28

Maybe you're on a block list and you

148:30

need to get off that blacklist and get

148:31

your emails going to the inbox again. No

148:33

matter what the cause is, as long as

148:34

it's not your copy, the treatment for

148:37

this problem is the same. You're going

148:39

to remove the mailboxes from the cold

148:40

email campaigns for 2 to 4 weeks,

148:43

usually 4 weeks, because that's how long

148:44

it can take to get off of a block list.

148:47

By the way, you're going to do this with

148:48

every mailbox that's set up on the

148:50

domain that's ending up in spam. Remove

148:52

that whole domain from your cold email

148:54

campaigns, and you're going to warm all

148:56

of those mailboxes up exclusively. No

148:58

cold emails, just warming. I would then

149:00

tag them so you can quickly find them in

149:03

your warm-up pool. Go ahead and select

149:04

them, add a tag. You can say warming and

149:07

your start date so that you can come in

149:08

and quickly check the health score and

149:11

how those deliverability tests are

149:12

performing. And if it's still bad, you

149:14

keep waiting. And if it's been 60 days

149:17

and you've tried changing the copy,

149:19

you're still on the block list. It might

149:20

just be worth leaving them there to to

149:23

try and heal, but replacing them. Now,

149:25

we talked about how Instantly fully

149:27

automates this with their inbox

149:28

placement tool. It is absolute gold. All

149:31

right. Now, because of how important

149:32

this inbox placement setup is, I'm going

149:34

to walk through it step by step. I'm

149:36

going to come into an Instantly AI

149:37

account. I'm going to do this in my

149:38

personal workspace. We're going to set

149:40

up an inbox placement test from scratch.

149:42

If this isn't activated and you don't

149:44

see it like this, there should be an

149:45

option to activate it. I think it's $97

149:47

per month. Worth every penny if you're

149:49

doing cold email at scale. I'm going to

149:51

go ahead and click add new. I'm going to

149:54

do cold email masterclass test

149:57

automation. Continue. We're going to do

149:59

automated. I'm going to do North America

150:01

and Europe because I do reach out to

150:02

clients all over the place. We're going

150:04

to check across all of these filters,

150:06

the Google, the Microsoft spam filter.

150:08

By the actually didn't know that that

150:09

Wormy does not check against the

150:11

Microsoft spam filter and instantly

150:14

does. Just one more reason that

150:15

instantly is the best. Accounts to use.

150:17

I'm just going to say Google. That's

150:18

going to pull in most of my accounts.

150:20

Campaign to use. This is going to test

150:22

the actual copy of my campaign. So, what

150:25

good is it if I'm doing a placement test

150:28

and it's not using the actual copy that

150:29

I'm concerned about? So, I love that I

150:32

can actually choose the campaign. It

150:34

makes the copy part of the test much

150:36

easier. I can choose the variant. So,

150:38

I've got all of these different

150:39

variants. I'll go ahead and just pick

150:40

the default one. Hit view copy just to

150:42

see what it's going to look like. That

150:43

looks cool. I got to update my YouTube

150:45

subscribers on my signature. We're

150:47

higher now. Let's see if we can get me

150:48

to 100K. Deliverability optimization.

150:51

I'm going to go ahead and check that.

150:52

I'm going to go ahead and test kind of

150:54

every day run immediately and follow the

150:56

schedule. So, this is going to do one

150:57

right away. Delivery mode one by one and

151:00

then I can set up the automations here.

151:02

So, I'm going to go ahead and and do

151:04

these with you. So, if inbox placement

151:06

goes below, let's say 70%. Say you

151:09

really care about deliverability, you

151:11

can set this as high as 70. If you want

151:13

to keep sending cold emails, even if

151:14

half of them are going to spam, you

151:16

know, you can do 50. I would honestly

151:18

keep it up around 80 because if it's

151:20

below 80, something's wrong and you

151:22

should go look at it. Then you want to

151:24

pause sending campaign emails for 30

151:27

days with that mailbox. I'm going to add

151:29

or remove tags. So if inbox placement

151:31

goes below, let's say 80. I just want to

151:33

take more actions here. Add tags to add.

151:36

Let's say spam warm up. And I don't have

151:39

that tag. So let's go ahead and add it.

151:41

I'm going to come into my settings and

151:42

add this that specific tag that I want

151:44

to use. Custom tags. create new spam

151:48

warm-up emails.

151:50

Going to spam mailbox

151:54

warming up just so I can quickly find

151:57

the mailboxes that are having problems.

151:58

And I'm going to create a new one, too.

152:00

Spam recovered. And that'll be the tag

152:02

if it's performing well again. So, if it

152:05

goes below 80%. Let's see if I can now

152:09

add the tags. I may have to refresh. Now

152:11

if inbox placement goes above

152:15

80%.

152:17

Then we are going to enable slow ramp

152:19

for campaign. This is going to slowly

152:22

start sending cold emails again. Now we

152:23

also want to monitor blacklists. Now I

152:26

can either enable these or not. And I

152:27

mentioned earlier that some blacklists

152:29

don't affect deliverability. So I'm

152:31

actually not going to create automations

152:32

with these. And I'm just going to leave

152:33

it up to my deliverability automations

152:36

here. I'm going to go ahead and launch

152:37

this test and it's going going to start

152:39

running here. Now, the test is live and

152:41

it's going to work automated every

152:42

single day with the emails that are

152:44

tagged with Google. I just want to add

152:45

some quick notes and honorable mentions

152:47

here. If you're having deliverability

152:49

issues with your primary domain or

152:51

primary mailbox, I would definitely

152:53

think about connecting it to something

152:54

like wmy.io. Now, if you want to keep

152:56

your inbox clean and you don't want to

152:57

get the warm-up emails continuously

152:59

bombarding you, then there's a couple

153:00

solutions for that. You can either

153:02

filter them out. So, this is a a primary

153:04

mailbox. This is actually one of our

153:05

Google mailboxes and it's unmonitored.

153:08

There's nobody actually using it. When I

153:09

come in here, it teaches me how to

153:11

filter out warm-up emails. Now, the

153:13

problem with this is the ESPs aren't

153:15

stupid. If it sees you filtering and

153:17

archiving all of your warm-up emails,

153:19

then they don't really count. So, what I

153:21

would recommend that you do is set up an

153:23

unmonitored mailbox that nobody's

153:25

actually using under this same domain

153:28

and use it only as a warm-up tool for

153:31

that domain. Another hack that most

153:32

people don't know about is that you can

153:34

warm your CRM mailbox, even if you're

153:36

using something like GoHigh Leo. Let's

153:38

go ahead and open up my GHL and kind of

153:40

show you how to do that. Here's my GHL.

153:42

I'm going to come into email services.

153:44

And by the way, guys, if you are not on

153:46

GHL, you need to be go to

153:48

leadgenj.com/gh.

153:50

So now this is my email services and I'm

153:52

using their lead connector as most

153:54

people usually are. I'm going to come

153:56

into dedicated domain and IP. Now you'll

153:58

notice that I actually purchased my own

154:00

dedicated IP address inside of GHL. Now

154:03

I'm in charge of that IP address

154:05

reputation. This is a good thing as long

154:08

as I'm not sending cold emails, as long

154:10

as people are not reporting me as spam.

154:12

Now, this is where it gets expert status

154:14

and you can actually sell this service

154:16

probably for a lot of money. So, this is

154:17

my primary domain inside of GHL. As you

154:20

can see, they've got their own warm-up

154:21

that they just launched, but I want to

154:23

do my own cuz I don't know if I trust

154:24

theirs yet. So, I'm going to click these

154:26

three dots and go to SMTP settings. SMTP

154:29

is a way to send emails kind of remotely

154:33

like through an API call through your

154:35

mailbox. So what you're going to do is

154:38

set up an SMTP credential and this is

154:41

what you're going to use to link to

154:43

Wormy. So create a new SMTP user. If

154:46

it's not working for you, you may have

154:48

to contact their support and they enable

154:50

it. But you're just going to enter a

154:51

unique name. I would use the same name

154:54

that you're normally sending from from

154:55

your CRM. I usually use Jmail. junj.com.

154:59

So you could set up mail and then set an

155:01

SMTP password. Then you're also going to

155:03

note your SMTP server here and then the

155:06

ports. So once it's set up and you have

155:08

your username, you have your host and

155:11

you have your port, you can go ahead and

155:13

come into warmmy. Actually won't let me

155:15

connect another one. So let's kind of do

155:17

it in instantly. So SMTP, just so you

155:19

know, can is the sending protocol for an

155:21

email. It's not the receiving. So this

155:24

can only send emails. It can't receive

155:26

emails. That's IMAP. So, if I was to

155:28

install this in Mori, which I can't

155:29

unless I pay for another mailbox, you'll

155:31

want to set this up as a custom SMTP

155:33

user. So, let's go ahead and like add a

155:35

new mailbox here. Let's see if it lets

155:36

me do it in instantly. I'm going to any

155:39

provider, IMAP, SMTP, any provider,

155:42

single account. I'm not sure it'll let

155:43

me because I don't have IMAP enabled and

155:46

instantly probably wants IMAP. You know

155:48

what? If you're interested in learning

155:49

how to do the GHL email setup, I

155:51

actually have a video on YouTube, Fix

155:53

Your Go High Level Email Deliverability.

155:55

It walks you through step by step how to

155:56

connect your GHL SMTP user to warm me.

156:00

And the last thing that I want to show

156:01

you for deliverability is something else

156:04

that we can see here in GHL and that is

156:07

postmaster. So Google has a postmaster,

156:10

Microsoft has an equivalent and this is

156:12

really how Google and Microsoft track

156:15

what happens with their emails. I can

156:17

come in to this specific domain that's

156:20

connected in Postmaster and I can see

156:22

the domain reputation, how many people

156:24

are reporting me as spam. All of that is

156:27

coming directly from Google. So, one of

156:30

the things that a lot of people aren't

156:31

sure about because it can be tough to

156:33

know if somebody's reporting you as

156:34

spam. Instantly doesn't tell you. Almost

156:36

nobody tells you. What does tell you is

156:39

Google Postmaster. So, you should

156:40

absolutely do this with all of your

156:42

primary domains and subdomains. So,

156:45

mail.lejenj.com leadenj.com is the

156:46

subdomain I'm using on GHL. Legenj.com

156:50

is my primary domain. So, it's really

156:52

important for me to know if people are

156:54

reporting me as spam. Now, this will

156:56

only tell me about Google users, not

156:58

Microsoft users, but most people are on

157:00

Google, so it's a pretty good rate. I

157:02

can bring this out to the last 90 days

157:03

and see what's going on inside of my

157:05

Google account. This is really bad.

157:07

Something happened on May 25th and 1.5%

157:09

of people reported me as spam. It was

157:12

likely an email blast that went out or

157:14

an automation that triggered. And this

157:16

is really the only place to get this

157:18

data. What is Google seeing? What is the

157:20

data that they have that they're using

157:21

to decide if my mailbox and my domain

157:24

have a high enough reputation? And

157:26

mostly when did the occasion occur? And

157:29

it monitors entire domains, not just

157:32

mailboxes. So you can theoretically do

157:34

this with all of your cold email domains

157:36

and put them all inside of Postmaster.

157:38

It tells you a lot of other stuff, too,

157:40

like IP reputation, which Google kind of

157:42

manages, so I'm not sure kind of what

157:44

they do here. It's usually high. Domain

157:46

reputation, what's going on with my

157:48

domain? How does Google read that

157:49

domain? Delivery errors, authentication.

157:51

I'm not going to go through each one,

157:53

but it is important to add your domains

157:55

here. Now, you don't have to do this

157:56

with all of your cold email domains. God

157:58

knows I don't, but it's definitely a

157:59

good practice, especially for any

158:01

primary domains that are actually

158:03

important to you. And if you know how to

158:04

add DNS records, and now you do, you'll

158:06

be able to add your domains really

158:08

quickly. So, let's say I wanted to do

158:10

cloud.legenj.com,

158:13

it's just going to give me uh a DNS

158:15

record to verify, I guess. Be sorry,

158:17

because the primary is verified. That

158:19

one verified right away. But let's say I

158:21

wanted to add otterpr.com to this

158:24

Postmaster account. We have our own

158:26

fortr obviously, but this is what it's

158:28

going to tell you to do. Add this txt

158:30

record. And if you're having trouble,

158:31

add a CNAME record. and then it's going

158:33

to verify that you own the domain and

158:35

start giving you the data here.

158:36

Definitely a good practice that I highly

158:38

highly recommend. Now, just to recap, if

158:40

emails are going to spam, the first

158:41

thing you want to do is check the

158:43

technical setup of that domain and

158:45

mailbox. And best way to do that, you

158:47

can go to easydedmark.com,

158:49

do a quick domain scan, you can go to MX

158:52

Toolbox if you prefer. So, come into

158:54

demark, do a quick domain scan, just see

158:56

if your records are set up correctly,

158:58

even if it says risk assessment medium.

159:00

It always does that if it doesn't like

159:01

the way your demark is configured. So

159:03

what it wants is P equals reject. This

159:05

is just fine. Everything else is valid.

159:07

Cool. Your technical infrastructure is

159:09

good. Now you can move on to a real life

159:11

deliverability test using Glock apps.

159:14

And I already taught you how to read

159:15

these deliverability tests. Make sure

159:17

that you're using the actual email copy

159:19

that's going to spam. And that way it's

159:21

going to tell you whether it's

159:23

triggering any of those spam filters.

159:24

You can also quickly check your

159:26

reputation. You can check for

159:27

blacklists. So, I can come to lead

159:29

genenj.com inside of easyd demark or mx

159:32

toolbox, see if I'm on any blacklists.

159:35

I'll check if my domain's listed

159:36

anywhere. And if everything comes up

159:38

clean on blacklists and technical setup,

159:40

then make sure to do one of these

159:41

deliverability tests to see if it's your

159:43

copy that's triggering it. Now, when we

159:46

get to the copywriting phase, I'm going

159:47

to show you how to spam check your

159:49

content to make sure that you're not

159:51

triggering any of these spam detectors

159:53

here. All right, guys. I know that was a

159:54

lot. Thank you for sticking with me

159:55

through deliverability. Now, if you're

159:57

watching that and you're like, you know,

159:59

hell yeah, I love this stuff. Launch a

160:01

deliverability agency or consultancy.

160:03

There's a ton of people looking for help

160:05

that they're stuck in spam. They want to

160:07

fix their email deliverability and there

160:09

is nobody that's good at this stuff

160:11

that's able to solve their problems. So,

160:13

if you're still thinking of an offer

160:14

idea, use that. If you really want to go

160:16

allin on this, let me know. Join my

160:19

coaching program. inside of that

160:20

coaching program. We've got

160:22

deliverability coaches, we've got tools,

160:24

and we'll show you how to launch an

160:25

agency just like that. All right. If

160:27

your lead generation's not working and

160:28

you've already checked your technical

160:30

setup and emails or inboxing, and you're

160:32

pretty sure that your offer and your

160:33

copy are solid, then it's always because

160:36

of this one overlooked problem. And the

160:38

worst part is that this skill is the one

160:41

that everybody thinks they have dialed

160:43

in. So, even though this sounds easy,

160:45

it's actually the most complex part of a

160:47

cold email buildout. Believe me, I know

160:49

I'm talking about your lead list. In

160:51

this video, you'll actually become a

160:53

list building ninja by learning who is

160:56

the right person to reach out to, how to

160:58

find their correct contact information,

161:00

and then how to reach them at the

161:01

perfect time. All right, this is

161:03

building your lead list. Let's dig in.

161:05

First, it's really important to remember

161:07

these facts because everything relates

161:09

to this. Your cold email leads do not

161:12

know you. They definitely don't trust

161:13

you. They're not looking for your

161:15

solution. So even if I'm a good fit for

161:18

your software solution that helps with

161:19

lead genen, I'm probably using a

161:21

competitor. I don't have your pain point

161:23

right now. So what you're really doing

161:24

is taking targeted guesses that that

161:26

person has that painoint. And usually

161:29

you're wrong and that's okay. So you are

161:30

guessing that they need your solution at

161:33

that time. And they might not be in pain

161:35

now. Maybe I don't need your lead genen

161:36

solution right this second, but I might

161:38

need it in a month. I might need it in 6

161:40

months. or I might not be happy with my

161:43

current solution and maybe I never

161:45

thought of changing but now you give

161:46

given me a reason to all these are

161:48

important factors when you're building a

161:50

lead list and trying to figure out okay

161:52

who do I present this offer in front of

161:54

all right so the golden question here is

161:56

who should you be reaching out to and

161:58

this is actually pretty easy if you have

162:00

an existing business you're already

162:01

doing sales you have a customer profile

162:04

you already know who's interested

162:05

because they've taken out their credit

162:06

card and proven that they're willing to

162:08

pay for something so what you should do

162:10

is grab your customer list, export it

162:12

from your CRM, make sure that it's

162:14

enriched and segmented and you have

162:16

their company and their industry and

162:17

their job title, all of those variables

162:19

that I have here. Honestly, whatever

162:21

information you have on them works and

162:23

helps. You could then plug that into AI

162:26

to come up with your solution. And I'm

162:28

going to show you how to do that in just

162:29

a second. Now, if you don't have a

162:30

business, you don't have sales, or you

162:32

don't have data that you can really use

162:33

to build a customer profile with, and if

162:36

you're building it for the first time,

162:37

then what you should do is write a

162:39

detailed description of your offer. You

162:41

need to be really clear on who you help,

162:43

how you help them, and the specific

162:45

mechanism that you use to do it. Write

162:47

that all out. I'm can't help you with

162:49

that because I don't know what you do

162:50

and who you sell to, but all that stuff

162:52

needs to be in there so that you can

162:53

plug this next prompt into chat GPT and

162:56

help you start building your list. Now,

162:58

once the AI gives you the output, you're

163:00

going to launch a campaign targeting all

163:02

of the recommendations. There should be

163:04

multiple. There's usually not a specific

163:06

segment that's the best fit for your

163:08

offer. In fact, if you don't have really

163:10

detailed data about your past sales,

163:12

about your clientele, then you shouldn't

163:14

just pick a single segment. Instead, you

163:16

should test five to 10 when you first

163:19

launch. So, as I mentioned earlier, cold

163:20

email is one of the best tools on earth

163:23

for testing. So, if you don't know who

163:24

your target audience is, this is a great

163:26

way to find out really quickly, but it

163:29

all starts with these targeted guesses.

163:31

Now, you might not see it here. It's

163:32

kind of small on this picture, but this

163:33

is the prompt that you're going to use.

163:35

And you're just going to go into chat

163:36

GPT, or you can use Claude or Grock or

163:39

whatever you prefer, and you're going to

163:40

type in that prompt, and you're going to

163:42

input information about your offer. So,

163:44

I am a PR agency, and I target

163:49

ecommerce brands. Obviously, that's not

163:52

very detailed, but that prompt is going

163:54

to start by giving you a result. It's

163:56

going to ask clarifying questions so

163:57

that it can learn more about your offer,

163:59

and then it's going to give you specific

164:01

recommendations for who to target. And

164:03

this prompt, as well as all of the other

164:05

ones, are going to be in the resources

164:07

that you can get simply by joining my

164:09

free school community. All right. Now,

164:10

this is really important to know so that

164:12

you actually get replies. You might be

164:14

targeting the right industries, the

164:15

right companies, but not the right

164:17

people at those companies. or you might

164:19

not be targeting the correct size of

164:21

company. There's all these variables

164:23

that affect whether or not that person

164:25

is going to open and reply to your email

164:27

or if they're even going to be a good

164:29

fit. So, who responds to cold emails?

164:31

Well, there's a couple general rules

164:32

that you need to think about and follow.

164:34

In general, people who get less

164:36

marketing emails tend to respond more.

164:38

We call these blue oceans. So, who gets

164:40

a lot of cold emails? This is probably a

164:42

better way to think about it. Who do you

164:44

think gets a lot of cold emails?

164:45

marketing agency owners, doctors,

164:48

basically anyone that you can think of

164:50

that people assume has a lot of money

164:52

and resources. They are easy targets.

164:55

And if they're easy to find, they

164:56

probably get more marketing emails. So,

164:58

how do you know if somebody is easy to

165:00

find? If you go on to Apollo, which is

165:02

kind of the primary B2B database that

165:04

we're going to be using here. By the

165:06

way, if you want a massive discount on

165:08

Apollo, make sure that you check out my

165:10

software vault. So, if I can come into

165:12

Apollo and quickly identify who my

165:15

perfect avatar is and find them and get

165:17

their email address, then they're easy

165:19

to find and they're probably getting a

165:20

lot of marketing emails, especially if

165:22

they're in an easy target category, like

165:24

marketing agency owners or law firms or

165:27

doctors. They're all really easy targets

165:29

that get a lot of cold emails. Doesn't

165:31

mean you can't reach them. And it's

165:33

still better to email people who have

165:35

money but get a lot of cold emails than

165:37

emailing someone that can't afford your

165:38

services. So, who else responds to cold

165:40

emails? Decision makers actually respond

165:43

a lot more than people down the totem

165:45

pole. And this is a really common

165:46

mistake that people mess up. They think,

165:48

"Okay, I want to sell to big companies.

165:50

So, if I just email their HR director or

165:53

if I just email a technical developer at

165:55

that company, then they're going to

165:57

reply to my email and then I'm going to

165:59

be able to sell them that thing." Wrong.

166:01

That's actually the wrong way to think

166:03

about it. If you go down the totem pole,

166:05

those people are more resistant to

166:07

change. They don't want to push

166:09

something up the totem pole and go to

166:10

the people who can actually make buying

166:12

decisions. You need to email the person

166:14

in charge of making those decisions that

166:17

wants the change because they want

166:18

improvement. They want a new solution.

166:20

The HR director at a big company doesn't

166:23

want your HR software because they

166:26

already have a software that they're

166:27

used to using. You're just creating more

166:29

work for that person. So, in general, go

166:31

for seuite. Who else responds to cold

166:33

emails? Younger businesses. So, people

166:35

who haven't been in business for very

166:37

long. They don't have established

166:38

solutions. They don't have vendors and

166:40

softwares that they are loyal to, have

166:42

been working with for a long time.

166:44

Because once companies do, they're less

166:45

likely to change. And the longer

166:47

someone's been in business, the chances

166:49

are that they've found solutions that

166:51

work for them and they've been widely

166:52

adopted across their company. So you can

166:55

see when a business has been founded and

166:57

use that as a variable to actually get

166:59

way more replies to your cold emails.

167:01

And same principle here, new enrolls. So

167:04

maybe you have a marketing solution and

167:05

you want to reach out to CMOs to try and

167:08

push that through and implement your new

167:10

solution or software to the company.

167:12

Well, a CMO that's been there for 10

167:14

years, again, they've probably got their

167:16

vendors, they've got their software

167:18

stack, and they are rigid. They are not

167:20

changing. However, if someone was newly

167:22

hired as a CMO at a company, they were

167:24

brought in to drive change. And that

167:27

person is way more likely to implement a

167:29

new solution or software or platform and

167:32

solve the problems with your solutions.

167:35

And these are all variables that we can

167:37

use when we're building lead lists, when

167:39

we're filtering. And without signing up

167:40

for Apollo, if you want to just go and

167:43

check like what filters are available to

167:44

you, head to LinkedIn and go to sales

167:47

navigator. And by the way guys, if you

167:48

don't already have SalesNavigator, that

167:50

is something that I offer as well at a

167:53

massive discount. If you go to lead

167:54

genenj.com offers LinkedIn SalesNav, you

167:58

can actually save 75% through our

168:00

enterprise plans. So just something to

168:02

note there. But let's go back into sales

168:04

navigator and now we're going to see

168:06

what filters are available to us. So

168:08

what we're going to do is we're going to

168:09

click lead filters and then this is

168:11

going to open all of the different

168:12

filters that we can actually access. Now

168:15

granted, this is LinkedIn. This is not

168:16

Apollo. We can't just scrape emails from

168:18

here. But what you're going to notice is

168:20

a lot of these are reflected here cuz

168:22

this is essentially where most of this

168:24

data comes from. It's LinkedIn. So if

168:26

you want to play around in here and see

168:27

if people are in fact a good fit, this

168:29

is a great place to kind of test your

168:31

filters and see what kind of leads you

168:33

get because all their information is

168:35

displayed right here. And we'll do some

168:36

live filter building in just a little

168:38

bit. And kind of the last point here,

168:40

ignored industries, manufacturing,

168:42

farming. Most people don't email

168:44

companies from these industries. And if

168:46

again follows that principle, if they

168:47

get less marketing emails, they're more

168:49

likely to reply. So if you want to try

168:51

and find those blue oceans, think about

168:53

what industries aren't really

168:54

susceptible to marketing emails. And how

168:56

can you frame your offer to help those

168:59

industries and if they have money,

169:01

you're going to be much more successful

169:03

in your campaigns. And just continuing

169:05

on that point, if we talked about who

169:06

responds more, let's talk about who

169:08

responds less. We already kind of talked

169:10

about these mid-levels, the HR, the

169:12

developers, the technical roles. And by

169:14

the way, even if you can get them to

169:16

respond, you're like, "Jay, you know

169:18

what? I've got a campaign to staffing

169:20

coordinators that's just crushing."

169:22

Maybe it is, but how are the sales on on

169:24

those responses? Because they don't

169:26

really have the capabilities of making

169:28

decisions, and they're much less likely

169:30

to implement change, pushing it up the

169:32

flag pole than going directly to a

169:34

decision maker and having it go down. So

169:36

overall, the advice is going to be avoid

169:37

the mid- levels. General rule, as

169:39

companies get bigger, response rates get

169:41

lower. As companies get bigger, the age

169:43

of that company also tends to go up and

169:46

they seem to be more landlocked in their

169:48

solutions. They've got vendors, they've

169:49

got software companies, their decision

169:52

makers are much busier and they're going

169:53

to be less likely to respond. That

169:55

doesn't mean that you shouldn't email

169:57

bigger companies. What it means is you

169:59

should adjust your expectations. So, if

170:01

you're expecting a reply rate of 1%

170:03

positive replies, if you're emailing

170:06

companies 500 employees or bigger, you

170:08

might be trying to get one out of a

170:10

thousand to actually give you a positive

170:12

response. We already talked about this,

170:13

but heavy hit industries. Think about

170:15

anyone who you assume has money. They're

170:17

probably heavy hit, especially if

170:19

they're easy to find on Apollo and

170:21

LinkedIn. And then there's certain

170:22

signals. We're going to talk extensively

170:24

about signals in just a little bit, but

170:26

certain signals and lists are just

170:28

abused. one in particular, recently

170:31

funded. So, companies who recently got

170:33

funding for their their business. Those

170:35

guys get slammed with cold emails for

170:38

obvious reasons. They just got a whole

170:40

bunch of money and everyone wants to go

170:41

try and sell them their thing. And it's

170:43

a good strategy. It really is. The trick

170:45

with that is to be first. And again,

170:47

adjust your expectations because if that

170:49

list is getting slammed, then all you

170:51

are is a stack in a pile. And then you

170:53

really have to stand out, which we're

170:54

going to show you how to do in the

170:55

copywriting phase. All right. fun little

170:57

graphic representation there. The

170:59

inverse relationship between how much

171:01

money your prospect has and what their

171:04

chance of replying is. And it's just

171:06

something a way to kind of gauge your

171:08

expectations. This is why guaranteeing

171:10

any sort of reply rates for cold email

171:12

campaigns is really tough without

171:14

knowing who I'm contacting. The more

171:16

money that lead has, the less likely

171:18

they are to reply. And the less money

171:20

that lead has, the more likely they are

171:23

to reply because they need help and

171:24

they've got time. So what is the

171:26

solution here? Adjust expectations. Try

171:28

and get creative to try and find those

171:30

blue oceans, the people with money that

171:33

are likely to reply. And then really the

171:35

goal is to find a balance. This is

171:37

actually one of my ads. Uh that's AI

171:39

generated. Got to love AI. Just me

171:41

falling. Uh but where to find your

171:43

leads? So how to actually build your

171:45

lead list? Where are they located? Well,

171:47

we already talked about a couple places

171:49

which is LinkedIn, Apollo, and generally

171:52

these are considered the same since

171:54

Apollo and most B2B databases are

171:56

essentially scraping LinkedIn on a daily

171:59

basis. But what if your leads aren't on

172:01

LinkedIn? What if you're targeting

172:03

construction companies and they don't

172:05

tend to have companies listed on

172:07

LinkedIn? They might not have a LinkedIn

172:08

profile at all. What if you're targeting

172:10

restaurant owners and those restaurants

172:13

also probably aren't on LinkedIn? It's

172:15

not a professional network. It's not

172:17

B2B, so they have no reason to be there.

172:19

Or what if you're targeting influencers?

172:21

You want to sell content creators

172:22

something. How are you going to find

172:24

them on LinkedIn? They're probably not

172:25

writing content creator in their bio.

172:27

They're going to put their professional

172:29

job title and industry, and it's

172:31

probably not going to be the parameters

172:32

that you want to use to target them. So,

172:34

now I'm going to be talking about all

172:35

these different situations, what

172:37

databases to use, what tools to use, and

172:39

how to decide where the best place to

172:41

find your perfect lead is. So, with that

172:44

being said, here are all the places

172:46

where your leads could be living. B2B

172:48

contact databases such as Apollo.

172:51

There's some other names probably worth

172:54

mentioning here, such as Zoom Info,

172:57

Seamless.ai.

172:58

There's a few big players in this game.

173:00

The reason that we use Apollo is going

173:01

to be apparent very soon. It's also the

173:03

best balance of affordability and data

173:06

accuracy. If you just wanted the best

173:08

for data accuracy, you would use Zoom

173:10

Info. But Zoom Info is unruly expensive.

173:14

Let's actually ask Chat PT how much Zoom

173:15

Info costs. How much does Zoom Info cost

173:19

per year? And by the way, Zoom Info, I

173:21

think only does annual plans. They put

173:24

you on an annual contract and it's about

173:26

15,000 per year for 5,000 bulk credits.

173:30

That's almost nothing. That's

173:32

disgustingly low. Their mid tier is

173:34

25,000 a year. And you can't just do

173:36

mass exports like I'm going to show you

173:38

how to do, which is really what you need

173:40

to do for cold email. Now, for cold

173:42

email, you work with a lot of data. It's

173:44

a numbers game. This isn't individuals

173:46

sitting down and doing onetoone

173:48

outreach. If you've got a big company

173:50

and a big team of SDRs, sales

173:53

development representatives that are

173:55

doing prospecting, then maybe it's worth

173:57

it to pay that 25,000 a year to get the

174:00

best possible data in Zoom Info. But for

174:03

cold outreach, you want to be using

174:05

something that allows you to export tens

174:07

of thousands of leads all at one time.

174:10

Push them into a cold email campaign and

174:12

automate the outreach. So there's B2B

174:14

contact databases. We just mentioned a

174:16

couple. Some are really cheap and

174:17

they're going to be enticing for you. So

174:19

I'm on AppSumo right now. And you see

174:21

here, Lead Rocks. This is a really

174:24

enticing offer, right? You get unlimited

174:26

lifetime usage. You pay $800 one time

174:30

and you get access to all of this data.

174:31

Don't fall for any of these cheap cheap

174:34

lead databases because the fastest thing

174:36

to kill your campaign is emailing the

174:37

wrong people or having a bunch of

174:39

bounced data. If a cheap database

174:41

doesn't keep their data up to-date and

174:43

clean, then you're going to end up

174:45

emailing the wrong person and they're

174:47

going to end up reporting you as spam

174:49

and then it's going to kill your entire

174:51

campaign. Remember, this is hard enough

174:52

as it is without you trying to cut

174:54

corners and save money and using tools

174:56

that are just going to handicap you. So,

174:58

I'm going to show you the cheapest

174:59

possible way to get you 99% of the way

175:02

there. The same way that I do it is what

175:04

I'm going to show you what to do and

175:05

save as much money as possible without

175:07

crippling your campaigns. So, B2B

175:09

contact databases. There you go. We're

175:11

going to use Apollo. The other option

175:13

that you have is LinkedIn scraping. So,

175:16

I already mentioned that B2B contact

175:18

databases are generally scraping

175:20

LinkedIn. However, it's not every day.

175:23

So, another option is actually just

175:24

using a LinkedIn scraper and then you're

175:27

typically getting the most accurate

175:29

data. It's a little bit tougher to do in

175:31

bulk. I'll show you some of the best

175:32

tools to get that done. Google Map

175:34

scraping. So, we talked about finding

175:36

restaurant owners as an example. This is

175:38

where you typically finding mom and pop

175:40

stores that are listed on Google Maps,

175:42

especially if you sell in a geographical

175:45

region. This is a really powerful way to

175:47

build a lead list. There's other list

175:49

scraping. So maybe you need to scrape

175:51

social media or you need to use AI

175:53

scrapers. I'm going to show you some of

175:55

those too and some use cases for them.

175:56

So when you're trying to figure out

175:58

where to find your leads, where to get

176:00

your list, the first question you need

176:02

to ask yourself is, is your ICP usually

176:05

on LinkedIn or not usually? And I just

176:07

gave you some examples. the bluecollar

176:09

owner who maybe runs a plumbing

176:10

business, the restaurant owner. These

176:12

people are probably not on LinkedIn and

176:14

they probably don't have like their

176:16

industry and their company on LinkedIn,

176:18

which they really need to have in order

176:19

to be listed in here in Apollo. This is

176:21

a good way to test whether or not your

176:22

ICP is going to be on LinkedIn. So, if

176:25

you go to my LinkedIn profile, for

176:27

example, obviously I'm a marketing

176:29

agency owner, so it's going to be really

176:30

easy to tell what I do. You'll see Otter

176:33

Public Relations here. Otter Public

176:35

Relations actually has their own

176:36

LinkedIn page. So, I can go to Otter

176:39

Public Relations LinkedIn page and

176:40

they've got employees listed here. We've

176:42

got all of our staff and this is a

176:44

prerequisite if you want to find your

176:47

leads in a B2B database such as Apollo

176:50

or on LinkedIn. So, even if I was a

176:52

restaurant owner and maybe I'm on

176:53

LinkedIn and maybe I have it in my bio,

176:55

but I don't have a company profile for

176:58

that restaurant, then chances are it's

177:00

not going to show up on a LinkedIn

177:02

scraper or Apollo and you're going to

177:03

have to use a Google map scraper.

177:05

However, if your ICP is on LinkedIn,

177:08

most are, especially if you sell B2B,

177:10

good chance that you're selling to

177:12

somebody who's accessible on something

177:15

like Apollo and you're going to reach

177:16

for a B2B database like this. Now, I

177:19

mentioned here again, if you're looking

177:20

at data quality, Zoom Info is better

177:22

than Apollo, better than Seamless, but

177:25

you want the ability to export in bulk.

177:27

And for that, Apollo is the best balance

177:29

there. And then, if you decide that you

177:31

do want to use LinkedIn scraping for

177:33

whatever reason, then there is a really

177:35

good affordable way to do it. The tool

177:37

that you're going to use to scrape

177:38

LinkedIn is called ICPS. And if you're

177:40

interested in using this, you can go to

177:42

my software vault and get a discount on

177:44

ICPS here. Again, that's all linked down

177:46

below. Couple reasons that this is so

177:48

powerful, and you can see it's actually

177:49

something I use. I've got a ton of

177:50

credits. You can scrape 10,000 per day

177:54

all at the same time. So, other LinkedIn

177:55

scrapers are really going to limit you

177:57

or make you sit there in LinkedIn and

177:59

keep clicking buttons. This does it all

178:02

on autopilot. But the best part, and the

178:04

reason that I actually recommend it,

178:05

again, this is not sponsored, super

178:07

affordable, and every email they give

178:09

you is validated. So, you don't have to

178:10

do any email validation after you've

178:13

gotten the leads from ICPS. If you're

178:15

interested in learning exactly how to

178:16

use it, I've got a video here, the easy

178:18

LinkedIn method gets you leads on

178:20

autopilot that will walk you through

178:22

step by step how I scrape LinkedIn. Now,

178:24

I've already mentioned several times

178:26

that for cold email, you need to be able

178:28

to have bulk data. You need to export

178:30

thousands and thousands of leads so that

178:32

you can upload them into your cold email

178:33

campaigns and start sending emails on

178:35

autopilot. And platforms like Zoom Info

178:37

don't let you do that. Apollo does let

178:40

you do that. However, it can be really

178:41

expensive and you're going to need an

178:43

enterprise plan. But one of the best

178:45

things about Apollo is that it's

178:47

scrapable. So, what you can actually do

178:48

is sign up for a free Apollo plan. You

178:51

can sign up for free, make an account,

178:53

and you can use the link in my software

178:55

vault to get a discount on Apollo as

178:57

well, but you'll sign up for that free

178:59

account in Apollo. Then, you're going to

179:00

set up your lead filters. I'm going to

179:02

walk you through step by step how to do

179:03

that, but just know that you're going to

179:04

use these filters on the left, and

179:06

you're going to get a URL here up at the

179:07

top. That URL has those filters built

179:10

in. The next thing that you're going to

179:11

do is come to a site called

179:12

trustedleads.io.

179:14

These guys are going to scrape that list

179:16

for you. So, you can just input that

179:17

list here. You can even scrape multiple

179:19

lists, verify the leads, but I'm going

179:22

to go ahead and just put that link here

179:24

in the Apollo URL to scrape and they

179:26

will scrape 10,000 leads for $50.

179:29

unbelievably affordable way to get bulk

179:32

leads exported from Apollo, scraped

179:34

fresh, verified, without having to pay a

179:37

subscription fee or pay the large Apollo

179:39

fees. Now, the limitation with this is

179:41

that you can't save lists. So, if you

179:44

have an Apollo account, you can save all

179:46

of your exports to a list so that next

179:48

time you go and export more leads, you

179:50

can exclude that list. Here's what I

179:52

mean. When I'm building a list using the

179:54

filters here on the left, all of these

179:56

are different lists that I've already

179:57

built. Now, I can include, but I can

179:59

also, what's really useful is exclude

180:02

lists. So, if I'm scraping, for example,

180:05

all of the marketing business owners in

180:07

America, there's going to be millions of

180:08

people. I probably don't want to export

180:10

them all at once. I want to do it in

180:11

pieces. So, if I want to do that, I'll

180:13

add the ones that I export to a list so

180:16

that when I go to scrape more of them, I

180:18

can exclude that list so I'm not getting

180:20

duplicates. So therefore, if you do want

180:22

to use this trusted leads strategy,

180:25

instead of using list exclusions, you

180:28

should keep track of a parameter like

180:30

city or state or country or something

180:33

else that you can control here. For

180:35

example, job title, industry, employee

180:38

counts, just different parameters so

180:40

that you know, okay, I already scraped

180:42

Florida. Now let's scrape California.

180:44

And then you can exclude certain states

180:47

in the filters. Hope that makes sense.

180:49

Let's move forward. That way you can

180:51

save 80% on the same data that you would

180:53

get with Apollo, but now somebody is

180:55

scraping and validating that data for

180:57

you just to really speed up your

180:59

workflow. And as mentioned, consider

181:01

scraping one state at a time. Tends to

181:03

be the best way to organize your your

181:05

lead list and make sure that you're not

181:06

getting duplicates. And for those of you

181:08

that are a little bit more advanced, I

181:09

will be walking you through later how to

181:11

build your own Apollo.io scraper so you

181:14

don't have to rely on trusted leads or

181:15

any other company to get data from

181:17

Apollo for you. And I'll also show you

181:19

how to get this entire template so you

181:21

can just copy and paste this into your

181:22

own business and start scraping Apollo

181:25

on autopilot. Now, it's worth mentioning

181:26

that if you're making a lot of money

181:28

from cold email and you really just want

181:30

to optimize for the shortest possible

181:33

workflow, the easiest thing where you

181:35

can set it and forget it, then going

181:36

from trusted leads at getting that data,

181:40

putting in million verifier, and then

181:42

importing it into your instantly account

181:44

can be a lot of steps. So, if you don't

181:46

care about the cost of leads, then it

181:48

might be worth mentioning that Instantly

181:50

AI does have some really great features

181:52

for automating a lot of the list

181:54

building process. So, let's actually

181:55

talk about Instantly's list building

181:57

process just a little bit and I kind of

181:59

touched on it earlier and they've

182:00

actually changed a lot over the past

182:02

month and they'll probably continue to

182:03

change it. So, they used to call this

182:05

lead finder, now it's super search. So,

182:07

one, it's an AI assisted lead builder.

182:09

You can put leads into lists and then

182:11

you're able to automate the leads going

182:14

from the instantly leadfinder into the

182:16

campaigns. Let's go ahead and do one of

182:18

these AI list building searches. I want

182:21

to find marketing agency owners that are

182:26

startups in the USA. So, a really simple

182:28

search here. We just use some of what I

182:30

talked about earlier to try and find an

182:32

ICP to start selling to. And it's just

182:34

going to take my AI and it's going to

182:37

basically build the filters for me. So I

182:39

don't I don't have to worry about it.

182:40

Now I really want to see you guys doing

182:42

this instead of relying on an AI because

182:44

the AI is generally wrong. Uh company

182:46

name, it's looking for company with the

182:48

name startup in it. Like that is

182:50

obviously not right. So AI is really not

182:52

reliable here. Let me go into my account

182:54

where we've got a bunch of leadfinder

182:56

credits. We've got 42,000 in here. So

182:58

I'm going to come back into superarch.

183:00

I'm going to go ahead and open up a

183:02

recent search that we've had. Oh, it

183:03

actually wants me to wants to charge me

183:05

for the search. So they've changed this

183:06

quite a bit. Uh, as of right now, I

183:08

would not recommend using Instantly's

183:10

Super Search or Leadfinder. It's just

183:13

not as accurate as Apollo. It's, in my

183:16

opinion, probably a third-hand lead

183:18

source. Apollo secondhand because

183:20

they're scraping LinkedIn instantly is

183:22

probably scraping Apollo. Therefore,

183:24

it's really delayed in the recency of

183:27

the data. The benefit of using this is

183:28

that they also verify it for you. So,

183:30

you don't you can skip the verification

183:31

step, but you'll end up paying much much

183:34

more than if you were using trusted

183:35

leads. That's why I still recommend

183:37

using trusted leads. It's reliable. You

183:40

don't have to worry about any weird

183:41

scraping solutions. Uh and it's fresh.

183:43

But just kind of looking at pricing

183:45

here. So 50 bucks a month for 1,500

183:47

leads. So it is significantly

183:49

significantly more expensive. And it's

183:52

not even firsthand data. So they are the

183:54

best for cold email and they've done a

183:56

really good job at integrating

183:57

everything under one roof, but they're

183:59

still definitely not the best for

184:01

exporting large amounts of data for an

184:03

affordable price. it will dramatically

184:05

increase the price of running your cold

184:07

email system. All right, now let's talk

184:08

about using filters in B2B databases.

184:11

Now, this is the primary way that most

184:14

of you are going to build your lead

184:15

list. And it's really easy to f up. So,

184:17

we're going to do a walk through and

184:18

just make sure that you follow some of

184:20

my core rules and you're going to at

184:22

least get yourself 90% of the way there.

184:24

But, the best cold emailers get creative

184:26

and they use a lot of my little secrets

184:28

and hacks that I'm going to be dropping

184:29

for you. So, make sure to take notes. If

184:32

I do something unorthodox, there's

184:33

probably a reason for it. Take note and

184:35

use it and I promise you it's going to

184:37

work. So, let's talk through some of

184:38

these filters. Ones to always use,

184:41

almost always. There's exceptions for

184:42

everything. Job title, the industry, the

184:45

location, the company size, and the

184:47

email status. We're going to walk

184:49

through what those are in just a second,

184:50

but most of them are self-explanatory.

184:52

The next is company keywords. These are

184:55

much more descriptive than using the

184:57

industry. So, one problem that we'll

184:59

constantly see when we're building lead

185:00

lists in any B2B database, doesn't

185:02

matter if it's Zoom Info or Seamless AI.

185:05

If you just use the industry to get your

185:07

list filtered, then you're going to end

185:09

up with a lot of stupid overlap. For

185:11

example, let's say I want to target

185:13

automotive companies and I use

185:15

automotive as my industry filter and I

185:18

expect that I'm going to get a bunch of

185:19

car dealerships. Well, that couldn't be

185:21

further from the truth. We're going to

185:23

get manufacturers. We're going to get

185:25

people in automotive supply chain,

185:27

engineering, we might even get marketing

185:29

agencies for automotive companies, SEO

185:31

agencies for automotive companies. And

185:33

the there's no way that all of those are

185:35

a good fit for your offer. So, for that

185:37

reason, we want to make sure to include

185:39

company keywords as well. You're going

185:41

to see your list shrink quite a bit, but

185:43

that's a good thing. We want your list

185:44

to shrink. That means it's going to be

185:46

more targeted. Another filter to

185:47

consider using is technologies.

185:49

Technologies tells you what software

185:51

platforms and solutions a company is

185:53

already using. And if you're curious

185:55

what your options are, you can always

185:56

come and search for Apollo.io

185:59

technology filters and they'll give you

186:01

a full list and actually love plugging

186:04

these lists. As you can see, I've copied

186:05

them several times. I've plugged these

186:07

list into AI to see, okay, you know,

186:10

what technologies can I use that are

186:12

going to be helpful for me in selling my

186:14

thing. So, I'm going to go ahead and

186:15

download this CSV file and open it up.

186:17

And now, as you can see, we've got all

186:19

of these different technologies and

186:21

categories. So, you can actually upload

186:23

this to AI and say, you know, find me a

186:25

solution or find me a technology that

186:28

suggests that the company is investing

186:30

in B2B lead generation and it'll go

186:33

through all these technologies and

186:34

they're very familiar with them and

186:36

it'll tell you what specific ones that

186:38

you can target. Now, this is such a

186:40

powerful strategy that I'm going to go

186:41

ahead and show it to you specifically.

186:43

Uh, I use Grock for this because it's

186:45

really good at intaking large amounts of

186:47

data, especially as spreadsheets. So,

186:49

I'm going to go ahead and upload that

186:50

file supported technologies. And I'm

186:52

going to say, find me the top 10

186:55

technologies to use for B2B sales

187:00

targeting. I am looking for technologies

187:04

that are expensive and used in B2B lead

187:08

generation. I'm still amazed that Grock

187:10

is free. It's so good at processing

187:12

large amounts of data. I pay for chat

187:14

GBT and HubSpot, but I'll still use

187:17

Grock when I'm doing things like this.

187:19

It also never says no to me. If I'm

187:21

asking it to do something like morally

187:22

or ethically questionable, chat GBT

187:24

won't do it. Claude won't do it. Groc

187:26

will always do it. So, it went through

187:28

and it found Salesforce, HubSpot,

187:30

Marquo, Aloqua. Now, a lot of these are

187:32

CRM. They're not necessarily what I had

187:34

in mind. I was more thinking like cold

187:36

outreach tools. It's got Zoom Info,

187:38

Demand Base. So you can keep chatting

187:40

with this thing to get it more refined

187:41

and say, you know, don't include CRM.

187:43

But this went through that whole list

187:45

and found the technologies to use. And

187:48

this is really the right way to do it

187:49

because if you just come into Apollo and

187:51

you come into the technologies list and

187:53

you just start searching through them,

187:55

there's way too many. It's not even

187:57

close to limited to this. You have to

187:59

start typing for them to actually come

188:00

up. So the best way to do it is to

188:02

download it and to work with AI to find

188:04

your list of technologies and then type

188:06

them in here one at a time. So like

188:07

sales loft. Okay, so that's how you

188:09

filter technologies. Let's talk about

188:11

job postings. This is a good filter

188:13

because it tells you what a company is

188:15

hiring for right now. If they're hiring,

188:17

they're trying to solve a problem and

188:18

they haven't solved that problem because

188:20

they are hiring for it. So, typically

188:22

you'll have an offer. Your offer solves

188:24

some sort of problem in somebody's

188:26

business. If they're hiring for that

188:28

problem, you can then email that company

188:29

and say, "Hey, saw you're hiring for

188:31

this. You know, I can help you do this

188:33

for a quarter of the price as a

188:35

full-time employee." It's a really good

188:37

strategy. and even just to find

188:38

companies who are willing to invest in

188:40

the solution that you're pitching. Now,

188:42

one of the problems with Apollo job

188:44

postings data, which is down here, is

188:46

that it's a little bit delayed. As I

188:48

said, Apollo's a secondhand data

188:51

platform. So, even with technologies,

188:53

this one is usually using builtwith

188:55

data. So, builtwith.com

188:58

is the source of most of this technology

189:00

data. They're the ones that tell you

189:02

what a company is using. of lead

189:04

genenj.com you can look it up and it'll

189:06

tell you the specific technologies that

189:08

are installed on my site what what I am

189:11

using and most of the data from Apollo

189:13

will come from builtwith but it's

189:14

delayed it's not in real time the same

189:17

thing is true of the job posting data

189:20

but the job posting data is a lot more

189:22

critical because if they were hiring for

189:24

something 3 months ago they may have

189:26

already solved their problem and there

189:28

are some solutions to this that I'll

189:30

talk about a little bit later when it

189:32

comes to list building, specifically

189:34

scraping job posts, you get much more

189:36

accurate and recent job data. But you

189:38

can use Apollo for this, and it is a

189:40

good tell to at least find companies

189:42

willing to invest in that solution. All

189:44

right, so we talked about filters that I

189:46

like, filters that work. Let's talk

189:47

about filters that don't work, but I

189:49

wish worked. The first one is the signal

189:51

filters in Apollo. They're never

189:54

accurate, and every time I've tried

189:55

them, they always give me a worse

189:57

result. What is a signal filter inside

189:58

of Apollo? Go ahead and reset

190:00

everything. And by the way, just to

190:02

mention, one of the always filters to

190:04

use is email status. You always want a

190:06

verified email. You may end up missing

190:08

some people. So if you have a really

190:10

small total addressable market, like

190:12

there's only a few thousand people that

190:13

you can reach out to, then maybe don't

190:15

use this. For everybody else, make sure

190:17

when you're copying this link and

190:19

sending it to trusted leads, you're

190:21

using that verified filter. Okay, so

190:23

what about these signal filters? A

190:25

signal is a data point that tells you

190:26

something relatively recent and relevant

190:29

about that company. So, some examples of

190:31

signals that Apollo offers are funding.

190:34

So, did this company recently get

190:36

funding? Are they doing their series A?

190:37

These are all signals. And then there's

190:39

the specific signals that Apollo offers.

190:42

So, they've got company signals and

190:45

people signals. Now, typically, you're

190:46

just going to be worried about company

190:48

signals, like what what's happening with

190:50

that company. And don't worry about all

190:52

these industries and the company

190:53

signals. That's not what we're looking

190:55

for. What we're looking for, let's go

190:56

all the way to the bottom. These are the

190:58

signals that you'll probably see that

191:00

are going to be really enticing to to

191:02

try and use. Recent funding, rapid

191:04

growth, merger acquisition, new product

191:06

or service. So, something happening

191:08

within the company that tells us, oh,

191:11

you know, they recently got funding, so

191:12

maybe they'd be a good fit for me to

191:13

reach out to. They just had a merger, so

191:15

maybe they've got some corporate change

191:17

going on and they need help with

191:18

something. They're cutting costs, so

191:20

maybe I should pitch my more affordable

191:22

software solution. These are all the

191:23

these all make a lot of sense if the

191:25

data is accurate. What I've found even

191:28

I've tried to use them probably a dozen

191:30

times knowing what I'm doing and I don't

191:33

think the data is accurate enough to be

191:34

usable unfortunately at least not from

191:37

Apollo. There is another place where you

191:39

can get this data where it tends to be

191:41

more accurate and I'll talk about that

191:42

with you in just a second. awards or

191:44

recognitions, new client sign, new

191:46

partnership. These are all signals of

191:48

things happening in a company. And

191:50

there's a bunch of different data points

191:51

and ways that they're getting that data,

191:53

but it's second or thirdand data and

191:55

it's typically not going to be accurate

191:57

or usable. Funding we just talked about,

191:59

it's typically outdated by the time it's

192:01

in Apollo. And again, for funding,

192:03

that's a signal that gets abused. So, if

192:06

you're going to use it, you need to make

192:08

sure that you're first. And if you're

192:09

using Apollo for funding data, you're

192:11

not first. Next is revenue. A lot of my

192:13

clients want to target by revenue. The

192:15

problem with using revenue as a filter

192:18

is that private companies don't need to

192:20

disclose their revenue, and they don't.

192:22

So, Apollo's typically just guessing at

192:25

what that company's revenue numbers are.

192:27

Unless the company's public, there's

192:29

just no way for anyone to know their

192:30

actual revenue numbers. So, you want to

192:32

use a proxy for revenue, which is

192:35

typically going to be employee count and

192:37

knowing the type of industry and how

192:39

many employees on average that industry

192:41

has. So for SAS it might be lower. For a

192:44

construction company or a factory

192:46

company it might be higher. And then

192:48

buying intent is another one that sounds

192:50

super enticing but you do not want to

192:52

use Apollo for buying intent. So within

192:54

Apollo you'll see another filter here

192:56

called buying intent. And this one is re

192:58

I wish it worked. I've tried it so many

193:00

times and it just does not work. And I

193:02

can come into intent topics and I can

193:04

edit. You can only have five active at a

193:06

time. And this might not be available

193:08

for free accounts. I just want you to

193:09

know that it's there. And you can search

193:11

for topics. So if I'm looking for

193:13

companies that are interested in lead

193:15

generation, I might find buying intent

193:17

for lead generation consulting, lead

193:19

generation services. These are companies

193:22

that apparently are looking for this

193:24

stuff and it's worth testing as a split

193:26

test against against your control

193:28

campaign. But so far, to my knowledge,

193:31

none of these have worked. The data

193:32

points are not accurate and it ends up

193:34

yielding a worse result than just using

193:36

the standard filters. All right. So what

193:37

are signals? Let's just re reiterate

193:39

some of this stuff. if it's real-time

193:41

info about a lead or about their

193:43

business. Types of signals include job

193:45

changes, company growth, featured in the

193:47

news, hiring. There's also social

193:49

signals like someone commented on

193:51

something, someone posted about a

193:52

certain topic, someone liked the post.

193:54

And then there's signals that you can

193:56

create and you can think about. If you

193:57

understand your tool set and you

193:59

understand your leads, then you can

194:01

create various signals and automate

194:04

those signals. So, let me give you an

194:05

example. I sell cold email services and

194:08

cold email buildouts. So, who's a great

194:10

prospect for me to sell to? One great

194:13

prospect is people who are already

194:14

sending cold emails and doing a bad job.

194:16

So, how do I find those people? One of

194:18

the easiest places to look are people

194:21

using Instantly AI. So, maybe they're on

194:23

the Instantly AI Slack channel, which I

194:25

can scrape. And they're also sending

194:27

cold emails that aren't aren't going to

194:28

the inbox. They're going to my spam. So,

194:30

I actually created a signal that scrapes

194:32

my spam inbox for people sending me cold

194:35

emails and adds them to an instantly

194:37

campaign for me to say, "Hey, your email

194:38

is in spam. Here's the problems with it.

194:40

Here's my community where you can learn

194:42

more about cold email and get better."

194:44

That's a creative signal that nobody

194:45

else is using, and it's not something

194:47

that I got from Apollo. So, once you get

194:49

really good at this stuff, and I'm going

194:50

to teach you some really advanced ninja

194:52

tactics later on so that you can build

194:54

your own signal workflows. And as you

194:56

can see on this picture on the lefth

194:58

hand side, this is Clay. And one of

195:00

Clay's specialty is helping you use

195:02

signals. It's one of the most powerful

195:04

things in cold email in lead generation

195:07

because now you actually know that that

195:09

person has a problem instead of just

195:11

guessing with filters and it massively

195:13

increases the results of your campaign.

195:15

So let me show you an example of a

195:16

campaign that uses signals versus one

195:18

that doesn't. So this Inc 5000 campaign

195:20

is one where we scraped the Inc. 5000

195:22

winners. They had just got not notified

195:24

that they won the award. It got a 5%

195:27

reply rate. Most of those being positive

195:29

replies. Show you another example for my

195:32

lead generation services, one of the

195:34

ones that I just mentioned to you. So,

195:35

this is the campaign uh that I was just

195:37

talking about. Cold email replies. These

195:39

are people that ended up in my spam.

195:40

They're sending me cold emails. I have a

195:42

20% reply rate, 84.5%

195:45

positive reply rates on this campaign.

195:47

It is just printing money for me cuz

195:49

nobody else is doing it. And I know that

195:51

these people need help. So, I'm going to

195:53

teach you how to build specific

195:54

workflows like this towards the end of

195:56

this once you master some of the basics

195:58

and the fundamentals. We're not there

195:59

yet. And we kind of touched on this

196:01

already, but where to get signal data if

196:03

you want to use it and you want it to be

196:04

more accurate. For recent funding,

196:06

you're going to want to use Crunchb.

196:08

They have the most accurate and

196:09

up-to-date funding information, and this

196:11

is where all the other B2B databases

196:13

pull their funding information from. But

196:16

they don't do it every day. It's not in

196:17

real time. you want it to be in real

196:20

time because signals are a timebased

196:22

thing. And if you can be the first to

196:24

respond to that signal, then you're

196:26

going to win. If you do want to use

196:27

buyer intent data, I recommend a tool

196:29

called Audience Lab. If you want to sign

196:31

up for audience lab, I do have a

196:32

discount that I can offer you inside of

196:34

my software vault. For social signals,

196:36

you can use Trigify again in my software

196:39

vault. And then for custom signal

196:40

workflows, some of the ones that I just

196:42

mentioned, if you can learn to use these

196:44

two tools, Apify and NADN, there's

196:46

nothing that you can't build. And I'm

196:48

going to show you some of the really

196:49

cool stuff that I've built with it and

196:51

how to copy some of those templates into

196:53

your business such as recent job

196:55

postings, recent funding. All of those

196:58

are custom templates that we have built

197:00

using these two tools that are highly

197:02

accurate and time-sensitive. Okay. So,

197:04

what if your ICP, your perfect prospect

197:06

is not on LinkedIn or Apollo? What do

197:09

you do? You're going to have a little

197:10

bit of a challenge in finding the right

197:12

emails. But the good news is if they're

197:14

not on LinkedIn or Apollo, they're

197:16

probably not being abused with marketing

197:18

emails, which means you're more likely

197:19

to stand out. So, a couple solutions for

197:21

you. For doctors, real estate agents,

197:24

Apollo is not going to be the best

197:25

solution. Instead, you're going to want

197:26

to use a tool called bookyoudata.com.

197:28

For all this stuff, check the link down

197:30

in the description. It's going to take

197:31

you to this tool where you can get

197:32

discounts on all of these tools. Also,

197:34

bookyouda.com is by far the best

197:37

solution for mobile numbers. So, if

197:39

you're doing any sort of cold calling,

197:41

you need to use mobile numbers, not

197:43

company lines. And for getting accurate

197:46

mobile numbers for a reasonable price,

197:48

Book Your Data is by far the best

197:49

solution. But the reality is, if your

197:51

ICP is not on LinkedIn or Apollo, you're

197:53

probably going to need to scrape Google

197:54

Maps for it. And this can get a little

197:56

bit annoying, and there's some things

197:58

that you need to know about scraping

198:00

Google Maps. I'm going to show you the

198:01

beginner's way to scrape Google Maps,

198:03

cuz this is what most of you are

198:04

probably going to do. But just know that

198:06

if you're advanced, there's nothing you

198:08

can't scrape with Ampify and NAMN. And

198:10

I'll show you how to do that a little

198:11

bit later on. But for now, let's talk to

198:13

you beginners. I recommend using one of

198:15

two tools. Leadswift is my personal

198:17

favorite. It's affordable and I really

198:19

like the user interface and the quality

198:21

of data that it gets you. So here is

198:23

Leadswift. Again, super affordable. I'm

198:24

going to go ahead and log in and just

198:26

show you what the data looks like and

198:27

how to initiate one of these searches.

198:28

So all these are previous campaigns that

198:30

I've scraped Google Maps. So I'm going

198:31

to go ahead and just show you one of

198:32

these. You can enter a specific keyword

198:34

that you want to search. Abortion clinic

198:36

is one of the first ones. And then enter

198:38

a location. So specifically a city and a

198:41

state. And then you can scrape that city

198:43

and state. And then it's going to

198:44

scrape. And it's going to give you a

198:46

result that looks like this. So let's go

198:47

into one of these scraped results and

198:49

see what we're working with here. Now

198:50

the scrape was a while ago. So a lot of

198:51

this data might be old. But what I love

198:53

is that you can filter by a lot of the

198:55

most important key points here. Whether

198:57

or not they have an email listed. Yes,

198:59

email. I can say I want to find people

199:02

that don't have a YouTube cuz maybe I

199:05

sell YouTube services. I want to get

199:06

them on YouTube. Maybe I want to target

199:08

people that have a non-working website

199:10

so I can help them with their website.

199:12

And then I can hit filter and it will

199:14

find me auto body shops that have a

199:16

website that's down that have an email

199:17

address listed publicly. There are a lot

199:19

of these people. Exclude closed

199:21

locations. So from here I can just

199:23

export all of this data. I can remove

199:26

duplicates and it's a really easy way

199:28

for me to get data from Google Maps

199:30

that's highly usable and really

199:32

affordable. Now, the other honorable

199:33

mention that I want to make here is

199:35

igleads.io.

199:36

This is one of the best all-in-one

199:38

scrapers. So, because it's all-in-one,

199:40

it's not going to be the best at any

199:42

specific use case, but if you ever need

199:45

to scrape something a little bit unique

199:47

and you don't know what to use, this is

199:49

going to be a pretty good and really

199:50

affordable solution for you. So, as you

199:52

can see on the left here, it can scrape

199:54

just about any social media platform

199:56

that you need. And just understand like

199:58

a lot of these platforms don't have

200:00

emails readily available. Like Instagram

200:02

is like 1 in 10, YouTube's like 1 in 10.

200:05

They can also scrape home homeowners

200:07

market deals. So, for BTOC scraping,

200:10

this can be a really powerful tool. It's

200:12

also super affordable and you can scrape

200:13

multiple lists at the same time. The

200:15

scrapers run in the background. So,

200:17

definitely worth checking out. and

200:18

discounts are available inside of my

200:20

software database here which is going to

200:22

be linked down below. Okay, so we

200:23

chatted about scraping Google Maps. Uh

200:25

we're going to talk about using Appify

200:27

to scrape just about anything towards

200:30

the end. It's going to be for the

200:31

advanced people, but for you beginners,

200:33

there's no reason you can't go in to

200:35

Leadswift, type in the keyword for what

200:36

you're looking for and the city and get

200:38

tons of email addresses for the people

200:40

that you're looking for. Just make sure

200:41

to verify those email addresses once

200:44

they're out. And we're going to talk

200:45

about email verification in just a

200:47

little bit. Okay, so what if your leads

200:48

are not on Apollo and they're probably

200:50

not on Google Maps, for example. Maybe

200:52

you're looking for influencers. You're

200:54

looking for content creator and maybe

200:55

you need to scrape Instagram or YouTube

200:58

for a keyword like course creator. Well,

201:00

then you're going to reach for a tool

201:01

like IG leads like we just mentioned and

201:03

you can scrape specific keywords and get

201:05

emails through those social media

201:07

platforms. There's other unique use

201:09

cases. For example, I had a client who

201:11

only wanted to help companies that

201:13

supported veterans. Well, that's not an

201:15

industry. That's not a keyword that I

201:17

can type in because that's not the

201:19

service that they perform. It's just

201:21

companies that give back to veterans.

201:23

So, that was a really tough one. And for

201:24

cases like that, you can reach for a

201:26

tool like ocean.io. This company has

201:29

scraped all of the websites across the

201:31

internet and you can create lookalikes

201:33

based on companies that you know are a

201:35

good fit. And you can use specific

201:36

phrases or keywords. So, I can tell

201:38

ocean.io I'm looking for companies that

201:40

help veterans and support veterans. and

201:42

it's going to go through all of the

201:43

websites that it has scraped and see if

201:46

they have a section that's about

201:47

supporting veterans on their website.

201:49

This can get a little bit pricey, but

201:50

for those of you that have those unique

201:52

use cases, it's good to know about the

201:54

tools that are in your wheelhouse. All

201:55

right, just another word of caution.

201:56

Avoid any cheap B2B databases and do not

202:00

buy email lists from anybody. Don't be

202:02

tempted. They're usually trash and

202:04

they're going to kill your campaigns.

202:06

You don't want old data and you don't

202:08

want bounced emails. And what's worse

202:10

than old or bounced is wrong data. For

202:12

example, emailing somebody that you

202:14

think is a marketing agency and they're

202:15

actually an automotive company. There's

202:17

no faster way to get marked as spam than

202:19

that. If you do buy access to a cheap

202:22

list or maybe it's a specific list that

202:24

you're looking for and you can't

202:25

otherwise scrape it or source it and you

202:27

need to buy that list, make sure that

202:29

you clean it good and then make sure

202:31

that you qualify those leads using clay.

202:33

We're going to talk about AI

202:34

qualification towards the advanced

202:36

sections at the end. I think my team

202:37

made this meme for me, but it's great.

202:40

What about lead rocks? Slap in the face.

202:42

Stop being a tight butt. Don't be cheap.

202:44

Um, not all email providers are created

202:46

equal. Not all lead databases are

202:47

created equal. If the email is accurate,

202:49

but the other info is not, maybe it's

202:51

got their name wrong or their company

202:53

name wrong, they will report you as spam

202:55

and you can end up in a lot of trouble.

202:56

And if you upload a list and the email

202:58

bounces, you will get blacklisted.

203:00

That's one of the fastest ways to

203:01

destroy your reputation is high bounce

203:03

rates. That's why it's super important

203:05

to clean and verify your list. You must

203:08

send good emails to the right person

203:10

with the right information. If you want

203:12

to win, all right, now let's do a live

203:14

list building with you inside of Apollo

203:16

to figure out how I actually go about it

203:18

from start to finish. And the only

203:20

filter I'm going to start with is email

203:22

status as verified. And I'm going to do

203:23

this relatively broadly so that the most

203:26

people can benefit from from it. And I'm

203:28

going to do this for my PR agency. Now,

203:30

we have the benefit of being able to

203:32

sell PR services to just about any

203:34

company anywhere on Earth. So, let's say

203:36

to make this a little bit more

203:37

interesting that we sell PR services

203:40

specifically to cosmetics and e-commerce

203:43

company. So, what I want to do is I want

203:45

to start with job titles. And I want to

203:48

include a bunch of different types of

203:50

job titles on on here that are all

203:52

decision makers. This is the way that I

203:53

like to do it. There's an alternative

203:55

way you can do it as well. founder,

203:57

co-founder, CEO, CMO, COO, president.

204:01

Basically, any decision maker at this

204:03

company. They're going to see a lot of

204:04

variations of this. You know, president

204:06

and CEO, co-founder, chief operating

204:09

officer. There's different ways to say

204:10

these things. Apollo's smart, and you

204:13

don't need to do all the variations. It

204:14

it knows what's what. So, you can see

204:16

I'm now down to 5.2 million while using

204:19

these filters. Uh, and as you can see,

204:21

I've got include people with similar

204:23

titles as well. The alternative is you

204:25

could come to management level and just

204:26

do owner founder seuite and get most of

204:29

the way there. But as you can see, I've

204:31

got 5.2 million here. If I do it this

204:33

way, I get much less. The next filter

204:35

that I want to use is location. So, I

204:37

really want to focus my cold email

204:39

efforts inside the United States. Most

204:41

people do. Uh, and that's what I would

204:42

generally recommend. Cool thing if you

204:44

are targeting specific regions or cities

204:47

is you can select zip codes and zip code

204:49

radiuses inside of Apollo.io. We're not

204:51

going to do that in this case. I'm much

204:53

more concerned with where that company

204:55

is located. So, I'm going to come into

204:56

location account headquarters in the

204:58

United States. If they have remote

205:00

employees in other in other countries, I

205:02

don't really care. Uh, next is number of

205:03

employees. I can either check all these

205:05

boxes or I can do a custom range here.

205:07

That custom range becomes really useful

205:09

when you're trying to segment. Like, I

205:11

don't want one employee because then

205:13

they're brand new. Maybe I want three

205:14

employees. I'm going to go ahead and use

205:16

that. We're going to say minimum three,

205:18

maximum 100 employees. And as you can

205:20

see, that brings my list way down to 1.2

205:22

million. Next is industry and keywords.

205:25

So you can stack them. I could say like

205:27

ecom. I'm not even sure that's a

205:29

specific industry that I can put in

205:31

here. So I could do industries and

205:32

keywords, but I actually like using

205:34

keywords better. So I'm going to do

205:35

company keywords. And what this does is

205:37

it uses their company description. And

205:40

if I come into advanced, it's also using

205:42

their social media description and lots

205:45

of different areas where I can pull

205:46

these keywords. So, let's say

205:47

e-commerce, different variations of

205:49

spelling it. Ecom, online retail, online

205:53

marketplace. And now you see my list

205:55

starts to get a lot smaller. Now, I'm

205:58

going to stop here. Uh I I could keep

206:00

going with the keywords and use AI to

206:02

try and find more keywords for the

206:04

specific companies that I'm trying to

206:05

reach. But I want to get through all

206:07

these filters. Buying intent, nope.

206:08

Email status verify to make sure that

206:10

that's checked. Technologies, I don't

206:12

really want to use. Maybe there's

206:13

something that they had installed that

206:15

suggested that they cared about their

206:17

media presence. For this lead list, I

206:18

don't think I want to use it. And then

206:20

none of the signal stuff. So now I've

206:22

built a pretty good lead list. I've got

206:23

36,000 people in the United States in

206:26

the employee range that I want with the

206:27

correct job titles. We've got the

206:29

company keywords or specific. Now, what

206:31

you should probably do at this point is

206:33

go through these the leads that it

206:36

found, the companies, the the people,

206:39

and just see if it actually found

206:41

companies that are a good fit for you.

206:43

So, what do these guys do? You can come

206:45

in to the company keywords, find ones

206:47

that are a good fit. So, let's find an

206:49

e-commerce company that's actually a

206:50

good fit and what industries that it's

206:52

pulling here. Information and

206:54

technology. I wonder why. Maybe because

206:56

I put online marketplace. Let's try and

206:58

get rid of online marketplace and see

206:59

what happens. This is why you always

207:01

need to doublech checkck your list

207:02

because you never really know what it's

207:04

going to give you. If you just did your

207:06

filters and you assume that you were

207:07

right, this is where everybody goes

207:09

wrong. You really need to go and

207:10

doublech checkck what you searched and

207:13

why the companies are pulling up that

207:14

are pulling up. It might be the wrong

207:16

keyword being used. Let's go ahead and

207:18

stack an industry on top of this or try

207:20

by industry. Another thing that you can

207:22

do here is kind of the same thing that I

207:24

did earlier but with the industries that

207:27

you can target. So, I want to search for

207:29

Apollo.io

207:31

industry industry filter options. As you

207:33

can see, they've got a whole list here.

207:35

So, I'm just going to go ahead and copy

207:37

all of them. I missed accounting. And

207:38

then let's go back to Grock and let's

207:40

say here are the industry filters.

207:44

Apollo, find me the best one to use.

207:47

Getting e-commerce companies. This is

207:49

how you use AI the right way. When

207:51

you're building lead lists, when you're

207:52

doing cold outreach, use it as a tool

207:54

for specific use cases. Never tell it to

207:57

do a whole thing. Okay. Love this.

207:58

Retail, internet, consumer goods. Let's

208:01

go ahead and use consumer goods and

208:03

retail as the industries. Consumer

208:05

goods, retail. So, now let's refine the

208:08

list a little bit. We've got these

208:09

companies. We want to find ones that are

208:11

actually a good fit. So, sculpture,

208:13

clocks, customer service, online retail.

208:16

We're looking for specific keywords that

208:19

our best fits have in common and

208:21

specific keywords where it may have

208:23

pulled in the wrong person. So in this

208:25

case like B2B, we probably want to get

208:27

rid of B2B. So we can come into advanced

208:29

settings, company keywords. Instead of

208:31

include keywords, I'm going to exclude

208:33

keywords. So let's go ahead and uncheck

208:36

that box and exclude keywords like B2B.

208:39

There's a lot of different ways to do

208:40

this. You can use keywords to to search,

208:43

you can use industries, and then you can

208:44

refine by excluding keywords. But just

208:47

make sure that you're doing this

208:48

process. Go through your leads, make

208:50

sure people are a good fit. Exclude

208:52

keywords that would pretty much exempt

208:54

somebody from being a good fit. I might

208:55

want to add apparel and fashion as an

208:58

additional industry. Then I'm just going

208:59

through until I have a good refined

209:01

list. And nine out of 10 people on this

209:03

list look like a good fit for my offer.

209:05

And then once you're done, you've got

209:07

this link up top. You're just going to

209:08

copy it, put it into trusted.io, and you

209:10

are off to the races. Finally, to answer

209:12

the age-old question of BTOC cold email,

209:15

can you sell consumer products via cold

209:18

email? Maybe you're selling to

209:19

homeowners. Maybe you're selling roofing

209:20

services. Maybe you're selling high

209:22

ticket baby strollers. To know if

209:24

somebody needs a baby stroller, I need

209:25

to know that they have a baby. So,

209:27

depending on who you're trying to reach,

209:29

the question you have to ask yourself or

209:31

ask an expert is, is there some sort of

209:33

filter or database or way for me to know

209:38

that the person that I'm emailing is in

209:40

fact a good fit for my offer? Is there

209:43

something in their bio, in their

209:45

profile, something public that I can

209:47

scrape and use to decide if this person

209:49

is a good fit? Now, the answer is

209:51

usually yes. If you know where to look,

209:53

you know what tools are at your

209:54

disposal, and you've done it enough

209:56

times. Over the years, I've faced some

209:58

really insane BTOC cold email campaigns.

210:01

Some of them work. And to be honest with

210:02

you, a lot of them don't. Uh, for the

210:04

reason that I just mentioned, you need

210:05

to be specific about the person you're

210:07

emailing. If you're not, you're going to

210:09

get reported as spam and your emails are

210:11

not going to work long term. You need to

210:13

shoot a zillion arrows to find the one

210:15

person who is a good fit. But if you can

210:17

find a way to isolate the perfect leads

210:20

based on some sort of public data, like

210:22

a social media bio, something that

210:24

they're posting about some usually it's

210:26

something on social media, then you can

210:28

make this work. And if you can't and

210:30

you're just trying to email rich people

210:32

to sell them financial advice and

210:35

financial services, then you can expect

210:37

a ton of emails going to spam. Maybe one

210:40

in 5,000 of these people actually need

210:42

your service because they're not

210:44

targeted and you're not going to get

210:45

good results and cold email is not going

210:47

to work. So, you need a way to target

210:49

them. With that being said, there's

210:50

usually a way. You'll can typically find

210:52

out if somebody's a homeowner, if they

210:54

have children, their general age range.

210:57

With modern tools that I'm going to be

210:58

getting into towards the advanced

211:00

section, there's ways to to find this

211:03

information and to contact people based

211:05

on that criteria. There's also something

211:07

to be said about the cost of cold

211:09

emailing versus what you stand to make

211:12

from it. So, if you have a high ticket

211:13

offer and you have a targeted campaign,

211:15

then it's really easy to show positive

211:17

ROI. However, if you're selling

211:19

something that's $100 and you don't have

211:22

good targeting, so one out of every,000

211:24

people is somewhat interested or one out

211:27

of 10,000 actually buys, then there's no

211:29

way you're going to be able to justify

211:31

the price of running the cold email

211:32

campaigns and you're just going to piss

211:34

people off. So, for that reason, I'll

211:36

usually screen these B TOC customers and

211:38

figure out if there's something that we

211:39

can do to make it work. So, there are

211:41

two ways to destroy your domain

211:43

reputation and end up in spam hell. Now,

211:46

the first way is obvious. it's getting

211:47

marked as spam. But most people never

211:50

consider that this other thing can

211:52

destroy your email reputation just as

211:54

fast. So, what I'm talking about here is

211:57

email bounce rates. This is where your

211:59

email doesn't reach its intended

212:00

destination and it bounces back. Kind of

212:03

like when you kick a ball into a wall

212:04

and it rebounds right into your face.

212:06

Well, to be honest, I would prefer the

212:08

black eye over ending up in a spam trap.

212:10

So, here's how to avoid email bouncing

212:12

for good through my multi-layer

212:15

validation process. All right, email

212:17

list verification and qualification.

212:19

This is also known as list cleaning, but

212:22

it goes much deeper than that.

212:23

Obviously, you want to make sure your

212:25

emails are valid, but I want to take it

212:27

one step further and add two additional

212:29

layers to make sure that you're actually

212:31

emailing the right people and that that

212:33

email doesn't bounce back. This is going

212:35

to massively increase your odds of

212:37

getting a positive reply rate and having

212:39

a healthy campaign. So, I actually

212:40

didn't make a slide to explain email

212:43

bouncing. So, what I just did is I went

212:45

into Claude and I asked, "Hey, what's a

212:47

simple way to explain email bouncing?"

212:48

And I really like the answer. So, I just

212:50

kind of want to start here. Email

212:51

bouncing is when it bounces back to you,

212:53

just like bouncing off a wall. See where

212:54

I got the metaphor just now? Think of it

212:56

like mailing a letter. If the address is

212:58

wrong, the postal service returns it to

212:59

you. So, here are some reasons why an

213:01

email can bounce. Bad address. The email

213:03

address doesn't exist. It's a full

213:05

mailbox. Server problems, maybe,

213:07

especially if you're not using Google or

213:09

Microsoft. Blocked content. This is a

213:11

super important one that most people

213:13

don't consider. For example, they'll get

213:16

a list from trustedleads.io.

213:18

They'll start emailing that list.

213:20

They'll even verify the list first and

213:23

then what the hell? All these emails are

213:25

bouncing. Why are they bouncing? Well,

213:28

the content was probably flagged as spam

213:30

or your reputation of your domains is

213:32

bad and the email service provider that

213:35

you are trying to reach out to the

213:36

Google or Microsoft bounced it back.

213:38

They rejected the email. You could hit

213:40

size limits. Uh, but those are the main

213:42

ones. I really want you to think about

213:43

blocked content, though, because it's

213:45

more than just email validation. They

213:47

can be blocked for other reasons and and

213:49

bounce. So, there's two types of

213:50

bounces, hard bounce and soft bounce.

213:52

They are what they sound like. Hard

213:53

bounce a permanent failure for reasons

213:55

like bad address or domain doesn't

213:56

exist. And then a soft bounce, which

213:58

isn't really going to ding you, is a

214:00

full mailbox or a server down. And

214:02

typically, when you get a bounce, you'll

214:04

have a reason for it. So, you'll have

214:06

some kind of automatic message. So, if

214:08

you're getting email bounces, you can

214:09

actually log in to the mailbox that's

214:11

getting the email bounces and see what

214:13

those reasons are. All right, now that

214:14

you understand email bouncing, let's

214:16

talk about email verification. This is

214:18

kind of the first line in defense to

214:20

protect you against email bouncing. So,

214:23

we already mentioned one of the main

214:24

reasons that an email bounces, a hard

214:27

bounce. This is what you want to avoid

214:28

because it's super avoidable, which is a

214:30

bad address. So, email verification is

214:33

this a process, usually a software that

214:36

pings each email to see if it's a valid

214:38

email address. And typically, you'll get

214:40

outputs like good, risky, or bad. I'm

214:43

going to explain what each of these mean

214:44

in just a second, but just know that you

214:46

should only be sending to good emails.

214:49

Remember, this stuff is hard enough as

214:50

it is. You want to give yourself the

214:52

best possible chance at succeeding. To

214:55

do that, you do what I say. Only email

214:57

good emails. and I'm going to show you

214:58

how to get as many good emails as you

215:00

possibly can. Remember, bouncing hurts

215:02

your sender reputation and you end up

215:04

going to spam. So, now let's dive deeper

215:06

into some of those cleaning results.

215:08

This is a chart of a email validation

215:10

and you can see that there's goods,

215:12

there's riskies, there unknowns, there's

215:14

bads. So, I'm actually going to pop into

215:16

Million Verifier. This is kind of my

215:18

first layer tool that I'll typically use

215:20

for email validation and explain each of

215:22

these results instead of just reading

215:23

off the slide. Let's actually go into

215:25

the tool that I use on a day-to-day

215:27

basis. All right, so this is what

215:28

Million Verifier looks like. The reason

215:30

that I use Million Verifier is because I

215:32

validate a ton of emails and my entire

215:35

team uses this. So I'm able to spend

215:37

$2,500 to get 10 million email

215:40

verification credits. Comes with 2

215:42

million extra for free. So in bulk, it's

215:44

by far the most cost effective. And I

215:46

can connect the APIs to everything to do

215:49

all the different cool stuff that I

215:50

want, including the automation with the

215:53

Apollo scraper. So it goes scrape Apollo

215:56

verify with million verifier and then

215:58

get the verified file. And just to kind

215:59

of hype you guys up so you can see what

216:01

you'll be learning, uh, run the Apollo

216:03

scraper. It then gets the data from the

216:05

Apollo scrape, uploads it to Million

216:07

verifier as you can see there, and then

216:09

gets that file from Million Verifier and

216:11

then sends it via email to us. It's

216:13

usually whole process takes about 10

216:15

minutes. It's really an incredible

216:17

workflow that I'm going to be showing

216:18

you how to build. Okay, let's go into

216:19

email verification and try and

216:21

understand some of these results. So,

216:23

this recent list here, doctors 235, I

216:25

think it was a test list, had about 75%

216:28

good, 22% risky, and 3% bad. That's

216:31

actually pretty good results. Usually,

216:33

you'll see something a little bit lower

216:34

than that, like 69% good, 28% risky.

216:38

This one's especially bad. I don't know

216:40

what the hell happened here, but let's

216:41

break down what each of these means.

216:43

Good are valid existing emails. They're

216:45

safe to send to. We don't have to worry

216:47

about those. We want to send to good

216:48

emails. The questionable ones are risky.

216:51

And there's two different categories of

216:53

risky. There's catchalls and there's

216:55

unknowns. So, these are emails that our

216:58

system couldn't validate. We don't know

217:00

if they're good. We don't know if

217:01

they're bad because of how they're

217:02

configured. Now, I don't I don't want to

217:04

go too indepth about what a catch-all is

217:06

and what an unknown is cuz honestly, it

217:08

doesn't matter. The important thing to

217:10

note is that you do not emails,

217:12

mailboxes that are not labeled as good.

217:15

But you should know that there are ways

217:17

to verify unknown and catch all emails.

217:20

I'm going to be talking about those in

217:21

just a second. This becomes especially

217:23

relevant if you have a small total

217:25

addressable market. Maybe you only sell

217:28

to restaurants in small town Idaho and

217:31

30% of the email addresses that you have

217:34

are catchall. 30 30% out of, you know,

217:37

5,000 total restaurants. That's a big

217:39

problem. You really need that data. And

217:42

instead of emailing that risky data, you

217:44

can actually run it through one of the

217:45

tools that I'm going to show you to

217:47

check if that unknown or catchall is in

217:50

fact valid. But just to break it down

217:52

briefly, a catchall, the email server

217:55

that you're emailing is set to accept

217:57

all mail. So it sometimes bounces back

217:59

if you don't check it. And then unknown,

218:01

they really couldn't tell. bads

218:02

obviously we want to avoid. Just to kind

218:04

of reiterate the standard results that

218:06

you'll see from an Apollo and trusted

218:08

leads export, they're not going to be

218:10

100% valid. Even if you select that

218:13

verified checkbox on your filters, they

218:16

still come out around 70 to 80% valid.

218:19

So those riskies are really high value

218:22

data. We care about those riskies and

218:24

there's something that we can do about

218:25

it. And a fun little stat here, about

218:27

half of those risky emails end up being

218:29

deliverable. So, if you're like, "All

218:30

right, is it even worth spending the

218:32

time and effort to verify that 25% if

218:36

out of those 90% of the riskies are

218:38

going to be undeliverable?" Well, that's

218:40

not the case. It's actually 50%. And you

218:43

really want to email that 50% and you

218:44

really want to avoid the 50% that's bad.

218:47

So, I now do this on all of my

218:49

workflows. We call it catchall

218:50

verification, instant catchall

218:51

verification. And I'm going to show you

218:53

how to do it. This is a superpower that

218:56

most cold email courses never talk

218:58

about. So, use this hack to verify your

219:00

risky emails. This is especially

219:01

important if you have a small TAM.

219:03

You're going to hear me keep mentioning

219:04

that. I'm going to call it TAM from now

219:06

on. That's your total addressable

219:08

market. How many people could

219:10

potentially be good leads and clients

219:12

for you? If you run a marketing agency,

219:14

you have a large TAM. You can service

219:16

just about everybody. If you do

219:18

something really specific for a really

219:20

specific vertical, you're going to have

219:22

a much smaller TAM. This becomes more

219:24

important. So, I'm not going to break

219:25

down in detail how companies validate

219:27

risky emails. This is one of the classic

219:29

examples that I think is fun, so

219:31

probably worth showing you. So, to

219:32

demonstrate this point, let me go ahead

219:34

and download this report. I'm just going

219:35

to download the risky emails cuz that's

219:37

all I'm concerned about right now. And

219:38

now I've got all these risky catch-alls,

219:40

unknowns. And one way to check if this

219:43

is a real mailbox or not, I can go ahead

219:45

and copy it, paste it into my Gmail, and

219:48

see if that comes up as a real person.

219:50

If there's a face, it'll show up. If

219:52

there's not a face, it'll be unknown.

219:54

So, that's one way of kind of checking.

219:55

And this is also one of the methods used

219:57

by a lot of the catch-all verification

219:59

companies. One of the other major

220:01

methods is just data accumulation. They

220:03

actually email those risky ones and

220:05

we'll be able to tell you whether or not

220:07

it went through or bounced back. So,

220:09

there's a couple ways that I recommend

220:11

validating your risky emails. The first

220:13

way is to export them separately, kind

220:15

of just like what I did in Million

220:17

Verifier, and then you can upload them

220:19

to a catch-all verification tool. The

220:22

catchall tool that I typically use is

220:23

Findmail. It's findmail.com. Again,

220:26

discount in my software vault linked

220:28

down below. And you can upload that list

220:30

to find email. And it uses a combination

220:32

of tactics to tell you whether or not

220:35

those risky emails are safe to send to

220:37

or not safe to send to. But I don't

220:39

really like this method because it adds

220:41

a big extra step in my workflow. And I

220:44

don't like that. I like streamlining

220:45

things. So in order to streamline

220:47

things, I actually use clay. And clay is

220:49

something that we're going to be talking

220:50

about in depth in the advance section

220:52

later on. So this is Clay and this is

220:55

what the workflow generally looks like.

220:56

You upload the data and the first step

220:58

is verify with million verifier. The

221:01

second step is to validate with find

221:03

email. So I upload the data and all of

221:06

this happens automatically. This is a

221:08

more advanced topic that we're going to

221:10

be diving into later on. But the

221:12

important thing to note here is that

221:13

we're really focused on streamlining our

221:16

workflow. So you don't have to upload

221:18

list into multiple places here. You only

221:20

have to upload it once and then

221:21

everything else happens automatically.

221:22

You should also note that in general

221:24

verifying catchalls is going to be more

221:26

expensive than standard verification. So

221:29

yes, you could upload your entire list

221:31

to find email first and that way you

221:33

skip the whole step of million verifier.

221:36

But verification credits here are

221:38

significantly more expensive than

221:39

verification credits here. So I always

221:41

want to start with the cheapest solution

221:43

first. And most of these verification

221:45

platforms are created pretty equally and

221:47

then use a specialized platform

221:49

specifically for catchall verification.

221:51

Now I'll do a little honorable mention

221:52

here. We're in AppSumo. So one of the

221:56

exceptions to the rule of don't skimp on

221:59

software is email verification. A lot of

222:01

times they all work exactly the same

222:03

way. Okay. And you could grab one of

222:04

these AppSumo deals and it should work

222:06

just fine. Just to kind of reiterate my

222:08

recommended workflow for verification,

222:10

you're going to export your leads using

222:12

my Apollo and trusted leads workflow

222:14

that we just talked about. We're going

222:15

to clean with million verifier first.

222:18

You're going to buy bulk credits to get

222:19

your cost all the way down or within

222:22

trusted leads. You can just select

222:24

verify my leads for me and it's going to

222:26

give you a million verifier verified

222:28

list. Then you're going to upload those

222:29

leads to find email. It's fast and it's

222:32

a really good value. specifically for

222:34

catchalls. And if you're more advanced,

222:36

you'll have my clay template so that you

222:37

can just upload the leads there and

222:39

it'll do it all for you. And that is

222:40

coming later. Couple pro tips here. If

222:42

you get your data from Instantly AI,

222:44

they also verify your riskies using data

222:47

compilation sources. So if you buy lead

222:49

data directly from Instantly, you really

222:51

don't have to worry about verification

222:53

at all, but you are paying the extra for

222:55

the leads. Another pro tip here,

222:57

verification is not just for cold lead

223:00

data. If you have a CRM and you've got

223:02

warm people who are opting in, you've

223:04

got a warm lead list, it's just as

223:06

important, if not more important, that

223:08

you keep your CRM leads clean. I always

223:10

validate them on the way in. GHL makes

223:12

this really easy because there's a a

223:14

checkbox that you can check for first

223:16

email sent. It'll validate that email.

223:18

Now, if you're using GHL as a CRM,

223:20

keeping your list valid is actually

223:22

really easy. However, if you're using

223:24

another CRM like Active Campaign,

223:26

Million Verifier also has a partner site

223:29

called EverClean. So, if you go to

223:30

cleaning type and then Everclean, you

223:32

can actually link your CRM. In fact,

223:35

this works with most CRM to to keep the

223:37

list clean on autopilot. Every x amount

223:40

of days, it'll go through and just make

223:42

sure that your list is in fact valid.

223:43

Really important thing to turn on, and

223:45

this is a a great price. We actually use

223:47

it for my PR firm when we were with

223:49

Active Campaign. So, definitely

223:51

something that I recommend you guys do.

223:52

All right, now let's talk about

223:53

something that's relatively new in the

223:55

cold email space, but I think is a

223:57

massive missed opportunity for those not

223:59

using it. We're using it for all of our

224:01

campaigns now, and it's dramatically

224:03

increased our results, probably 200 to

224:05

300% better, and that's lead

224:07

qualification. Now, this used to be

224:09

really difficult because doing this in

224:12

bulk would be a fortune and AI wasn't

224:14

quite there. But now with new tools,

224:16

this is actually really easy to do at

224:18

scale. So, I'm going to tell you exactly

224:19

how to do it and then show you all the

224:21

tools to implement this quickly. So,

224:23

what is lead qualification? Well, it's

224:24

making sure that the people you're

224:26

emailing are actually a good fit for

224:27

your offer. We already kind of went

224:29

through Apollo and showed you that not

224:30

all of the people on that list that I

224:32

created with filters are in fact the

224:35

right fit for my offer. In fact, most

224:37

B2B databases have that problem. Even

224:39

someone like myself who's pretty

224:40

talented and spends some time in that

224:43

list refining it, doing keyword

224:45

exclusions, probably three out of 10 of

224:48

the people are still not going to be a

224:50

good fit for my offer. And it sucks. And

224:52

there's not much to do about it except

224:54

this. And that's using AI to review each

224:57

lead and company and decide using a

225:00

prompt if they're in fact going to be a

225:02

good fit. So say you're getting five out

225:04

of 10 people on your list who are

225:06

actually a good fit. It's the right

225:08

company, the right industry, and

225:10

everything else is correct, and five of

225:12

them just is aren't relevant. Imagine if

225:14

you can eliminate that 50% of your list

225:17

that's not a perfect fit, and only keep

225:19

the 50% that is. What do you think's

225:21

going to happen to the reply rates on

225:23

that campaign? They skyrocket. They two

225:25

or 3x pretty much immediately. Now, yes,

225:27

you have a shrinking list size, but

225:29

that's generally okay. That's a good

225:31

thing, especially if you have a large

225:33

TAM. Remember, the goal here is to

225:35

eliminate leads who are a bad fit. This

225:37

will increase reply rates. It'll

225:38

decrease your spam complaints. It'll

225:40

make you look really good. It'll make

225:42

your team happy because you're not

225:43

getting f you, remove me, unsubscribe

225:46

me. This isn't relevant. It's honestly a

225:48

massive hack, especially if you're doing

225:50

cold email as a service because now your

225:52

results are so inflated because you're

225:54

only emailing the right people. So,

225:56

let's talk about the drawbacks cuz it

225:57

sounds too good to be true, right? If

225:59

you want to start using this in your

226:00

cold email campaigns, you need to

226:02

anticipate scraping two times more data

226:05

because you're going to be refining that

226:06

list using this qualification process.

226:08

So, you spend more on data collection

226:10

and then you spend additional money

226:12

actually using AI to to qualify these

226:15

leads. You're also likely going to need

226:18

a subscription to some sort of software

226:20

like Clay that does this for you. Now, I

226:23

have a lead qualification prompt here

226:24

that I use and I'm going to give this to

226:26

you. that's going to be in the resources

226:28

that you can download for free in the

226:29

free school community. But let me go

226:30

ahead and read the prompt and then just

226:32

kind of talk through my reasoning. So,

226:33

here's the prompt. You're an expert

226:35

sales assistant. Your goal is to review

226:37

information about the following lead and

226:38

their company and then decide if they're

226:40

a good fit for me to sell to. Use your

226:42

knowledge of their industry and company

226:43

information to decide if they have use

226:46

for my offer or if their business model

226:48

traditionally uses solutions like mine.

226:50

Here's my offer. I help X with Y. Insert

226:52

your offer. Here's information about the

226:54

lead's company. and then in insert the

226:56

information about the lead's company.

226:57

Now, you should have at least their

226:59

company description, their industry,

227:01

their job title, and if you're using

227:04

something like Clay, I'm going to show

227:06

you how to how to do this later on, but

227:08

you can actually say to go scrape their

227:09

website and LinkedIn and decide if

227:11

they're a good fit. Okay. Finally,

227:12

output yes or no. Do not include any

227:14

explanations or introductions. Only one

227:16

word in plain text with no additional

227:18

words or characters. Now, this AI agent

227:21

is going to go through each lead and

227:22

actually decide if they're a good fit

227:24

for you or not. Expect this to remove 30

227:27

to 50% of the leads that you put into

227:30

your list. That's a good thing. Okay, so

227:32

here's my recommended workflow for

227:33

qualification. You're going to use a

227:35

Caggent to research and qualify leads as

227:38

part of the automated list building

227:39

workflow. I'm going to be giving you all

227:41

of that here. This step here is actually

227:43

the qualification step. So, you'll see a

227:44

bunch that say bad fit. Those do not

227:46

proceed. We do not email those people.

227:48

There are other ways to do this using

227:50

tools like sheet magic and Google sheets

227:52

and just using the company description,

227:54

but it's much better with clay because

227:56

of the ability to go search the

227:57

internet. You can also use sheet magic

227:59

or instantly AI has their own built-in

228:01

AI AI service that I alluded to earlier

228:04

with those templates and that is a

228:06

lowerc cost alternative cuz you don't

228:07

have to pay for the clay fees. You still

228:09

always have to pay for the open AI fees

228:11

but those are really very low. The

228:13

drawback with any of these tools is that

228:15

they don't have the ability to go do

228:16

research on the internet whereas the

228:18

Claggent does. The pros of doing this,

228:20

you increase the positive reply rates

228:22

literally by like 200 or 300x 20 to 30%.

228:26

It decreases the spam complaints. It

228:28

decreases the negative responses and the

228:30

cons I already reviewed. Let's be

228:31

honest, your offer probably sucks. But

228:34

if you sell something that's boring,

228:36

competitive, or a commodity, today's

228:38

your lucky day, cuz I'm going to show

228:40

you how to transform any lame,

228:42

oversaturated offer into a sexy,

228:45

clickbait offer that would make even

228:46

Alex from Mosie Proud. His book is back

228:48

here somewhere. And you don't even need

228:49

to change your offer. You just need to

228:51

use this one little trick that I've been

228:53

doing for years. And this won't just

228:54

change the game for your cold emailing.

228:56

It's going to transform all of your

228:58

marketing. All right, creating the

228:59

perfect offer for cold email. How to

229:01

create great offers that make people

229:03

actually excited to respond. Love this

229:05

meme from Karate Kid. Thought it was

229:07

boring. Turns out it was the

229:08

fundamentals. Essentially, the

229:09

fundamentals always win. Now, this isn't

229:11

the sexy part. We're going to get to the

229:12

sexy part. But you need to know exactly

229:15

who you serve. You need to understand

229:17

their actual problems, their wants,

229:20

their needs. If you don't, there's no

229:22

way that you're going to make this work

229:24

even with my tricks. Then once you fully

229:26

understand them, you need to offer

229:27

something that actually fits those wants

229:30

and needs. And don't just guess, you

229:32

have to know. And if you don't know,

229:34

ask. Finally, you have to make it clear

229:36

and simple to understand. If it doesn't

229:38

at least meet those specifications, it

229:41

solves a problem and it's clear and

229:42

simple to understand, then no one can

229:44

help you. So, let's start with

229:45

understanding your prospect. You need to

229:47

understand that they're not looking for

229:49

you. You're cold emailing them. This

229:51

isn't a Google search ad where they're

229:53

searching for a solution and they click

229:54

on your link. They are unaware. They're

229:56

not hunting to solve a problem and

229:58

they're not hunting for you. And

229:59

remember, even if they're a good fit for

230:01

your offer, maybe you're emailing me as

230:03

an example to sell me some sort of cold

230:05

email software. Yes, I am a good fit for

230:08

that offer, but I probably don't need

230:09

that thing right now or I'm probably

230:11

using some other solution. You should

230:13

also understand that your cold email

230:15

prospects are usually pre-qualified.

230:17

You're doing that when you're building

230:18

the list with the filters in Apollo. How

230:21

many employees do they have? How long

230:22

have they been in business? And the goal

230:25

is to get them to raise their hand, just

230:27

to opt in and say, "Yes, I am a good fit

230:29

for that. I am in the market for that.

230:32

Give me more information." The goal is

230:34

not to get them to buy from your first

230:35

cold email. And if you make that your

230:37

goal, you're going to fail. So, with

230:38

that being said, let's talk about some

230:40

offer killers. These things will destroy

230:42

your offer and nobody's going to

230:43

respond. If your offer is super boring,

230:46

doesn't spark any excitement, they've

230:48

seen it a million times. If it's

230:49

competitive, it's the same as everybody

230:51

else in your space, and there's nothing

230:53

differentiating you. If your offer is

230:55

absurd, using insane guarantees without

230:57

any credibility, this is when people are

230:59

saying, "I'm going to generate six

231:01

figures of revenue for you or close 20

231:03

deals in the next 30 days or I'll give

231:05

you 150% of your money back." But they

231:07

don't have any social proof, any

231:09

credibility, or any mechanism to go

231:11

along with that. Instant spam box.

231:13

Lastly, if it's complex, if you're cold

231:15

emailing me to sell me something and I

231:17

can't understand what it is, there's no

231:20

way that I'm going to take the time to

231:21

try and understand it. I'm almost

231:23

definitely going to mark you as spam or

231:25

archive it. If you have a great offer,

231:27

something that's proven, you know, this

231:29

is something people want, they've

231:30

receptive to it, then you don't need to

231:32

be fancy. If it solves the actual

231:35

problem, it's unique, and you're the

231:37

only one selling it, which means it's a

231:38

blue ocean, then everything becomes much

231:40

easier. So trying to figure out how to

231:42

create an offer like that, like the one

231:43

you see on our right, that's actually my

231:45

offer. Nobody else is doing that. And if

231:47

you have an offer like that, you can

231:48

avoid being fancy. You can focus on

231:51

their problem and your unique solution.

231:53

And you don't need lead magnets or any

231:55

way to trick them into a reply. So the

231:57

best solution is a great offer. Now, I'm

231:59

understand that that's not always

232:01

possible, and that's where the tricks

232:02

come in. Now, here's where most of you

232:04

probably stand, and this is by far the

232:06

most common situation, is your offer is

232:08

both boring and competitive. If this is

232:10

you, your goal is one thing. Get your

232:13

foot in the door. So to effectively do

232:15

this, you need to understand your

232:16

prospect first. That's why we started

232:18

with the fundamentals. And then you need

232:19

to ask yourself, okay, I sell SEO

232:21

services, but what in my SEO services

232:24

does the prospect actually want? Is it

232:27

backlinks? Is it guaranteed rankings?

232:30

Maybe it's to train AI that they're the

232:32

number one in their field. Think think

232:34

about all the things that you do under

232:36

the umbrella of your service and then

232:38

break them down into bullet points and

232:40

say, "Okay, which of these is the most

232:42

desirable that nobody else is really

232:44

focusing on?" So, as an example here,

232:46

say you offer SEO services, super

232:48

boring, super competitive, and you know

232:50

that your prospects really want a

232:52

backlink from Forbes or at least it's

232:54

sexy and you think that's going to get a

232:56

lot of excitement cuz people have

232:57

responded to that really well in the

232:59

past. So, you can offer that as a

233:01

front-end offer. The front-end offer is

233:03

your foot in the door. That's the thing

233:05

that people really want. And a lot of

233:06

times, it's a one-time thing, which

233:08

obviously isn't the game plan. You don't

233:10

just want to sell somebody on a,000

233:11

bucks one time. You want them on a

233:13

retainer. But once you get your foot in

233:14

the door with that front-end offer, then

233:16

you can upsell what you really want to

233:18

sell them, which is your monthly SEO

233:20

services. So, the name of the game is

233:22

get the door open, you earn their trust,

233:24

you knock it out of the park for them,

233:25

and then you sell your core offer. Now,

233:27

here's some specific strategies if you

233:29

have one of those boring, competitive,

233:31

tough offers. The first is a loss

233:33

leader. So, this is something that you

233:35

can sell basically at cost, something

233:37

they really want, and something that

233:39

they think is expensive, and you sell it

233:41

for a shockingly low price. Let's take

233:43

my $97 done for you cold email setup

233:46

offer as an example. This is something

233:48

that I use as a front-end offer for ads

233:50

to get somebody in the door. Now, I

233:52

don't make pretty much any money on

233:54

that, but all of the back-end stuff that

233:56

I get from people who sign up, they join

233:58

my program, they buy my high ticket,

233:59

they use my mailbox infrastructure, all

234:02

of those upsells and cross-ells pay for

234:05

the cost of running this cheap front-end

234:07

offer. If we're using the Forbes example

234:09

from earlier, maybe that cost you $1,000

234:11

and maybe they think it's going to cost

234:13

$6,000. Well, if you can sell it to them

234:15

for $1,000, chances are they're going to

234:17

buy it. And if they've been in the

234:19

market and they know understand SEO and

234:21

backlinks, then they're going to say,

234:23

"Holy crap, how can you get that for

234:25

$1,000? I'll definitely buy that." You

234:27

don't make any money on that first sale,

234:28

but it helps you build trust. And then

234:30

once you knock it out of the park for

234:31

them, they're almost definitely going to

234:33

at least trust you enough to do a sales

234:35

call and explore retainer SEO services.

234:37

So, that's a loss leader. The second

234:39

strategy you can use is called a Trojan

234:41

horse. Now, if you're familiar with a

234:42

Trojan horse, this is a war technique

234:45

that was used back in the Troy days. And

234:48

the soldiers basically gave them a big

234:50

wooden horse as an offering to the gods.

234:52

Little did the people of Troy know that

234:54

all of the soldiers were in the horse

234:56

and when they let them inside of the

234:58

gates, the soldiers came out and took

234:59

over the city. So essentially what we're

235:01

doing here, we're getting in the door

235:03

under questionable pretenses. This is

235:06

where you're framing the pitch not as

235:08

you're trying to sell them something cuz

235:09

trying to sell them something like SEO

235:11

services is typically not going to work.

235:13

People aren't receptive to that. People

235:15

get defense mode immediately. However,

235:17

if you frame the offer not as a sales

235:19

pitch, but as something else, maybe it's

235:21

a partnership, maybe some sort of

235:23

partnership or referral agreement,

235:25

anything that's not a sales email is

235:27

going to increase the reply rates and

235:29

find somebody who's interested in

235:30

talking to you. One great example of

235:31

this is one of our top performing

235:33

campaigns for our PR agency. Instead of

235:35

emailing companies as a PR firm saying,

235:37

"We're going to help them get media

235:39

coverage," we email them under the

235:40

pretense that we're a journalist and

235:42

we'd love to write about their story.

235:44

Now, they're much more open to speaking

235:46

to a journalist about covering their

235:48

their story and their success rather

235:50

than a PR agency that wants to sell

235:52

them. So, there's a lot of examples of

235:54

this that you can get creative and think

235:56

about. The question you need to ask is,

235:57

how can I get in the door under a

235:59

questionable pretense where we're not

236:02

saying that this is a sales pitch right

236:03

away? And then we have a smooth

236:05

transition to it being sales. And this

236:07

works really, really well if you're able

236:09

to get creative. And finally, the last

236:11

thing that you can use is lead magnets.

236:13

And I'm going to be walking through this

236:14

in depth in its own module and we're

236:16

going to be covering how to create lead

236:17

magnets and reverse lead magnets and the

236:19

new ones that I'm using now that are

236:21

unbelievably effective. We'll talk more

236:23

about that later. Just know that that's

236:25

strategy number three. Now, if you're

236:26

new and you don't know what to sell, you

236:28

don't have an offer yet, then so far

236:29

this probably hasn't been too helpful

236:31

for you. So, I'm just going to talk to

236:32

you for a second. If you're creating an

236:34

offer for the first time, and a lot of

236:35

this is easier said than done, just make

236:38

sure that you're spending a lot of time

236:39

on this because the better that your

236:41

offer is, the easier everything is going

236:44

to be for you in business. The easier

236:45

it's going to be to get lead generation

236:47

to work, the easier the sale is going to

236:49

be, the easier the delivery is going to

236:51

be. It's it's all going to be much

236:53

easier. So, spend a lot of time and

236:55

resources on the offer and figuring this

236:57

out and doing it right. Don't be lazy

236:59

here. So, some bullet points that I want

237:01

to share with you. sell something unique

237:02

to customers that other people are

237:04

ignoring that have money. So, you don't

237:06

just want to be another SEO service or

237:08

another PR agency. You want to find some

237:11

way to differentiate yourself. And I

237:12

can't tell you what that is because if I

237:15

could, I'd just be an offer spitting

237:17

machine and I'm not. And then sell to

237:18

customers that others are ignoring. Just

237:21

make sure that they have money. So, for

237:22

example, we already talked about list

237:24

building and who are the people who are

237:26

most abused by cold email? Agency

237:28

owners, doctors, lawyers, the people

237:30

that you assume have money. Find a

237:31

segment that has money that other people

237:33

are ignoring. Now, if you have a pretty

237:35

generic skill set, maybe it's running

237:36

ads, maybe it's SEO, maybe it's cold

237:38

email, you can still take that and

237:40

reposition it into something unique. For

237:43

example, if it's SEO, maybe instead of,

237:45

you know, we we'll rank you on Google,

237:46

which is what everybody else does, maybe

237:48

we'll rank you on large language models.

237:50

So, we're going to train chat GPT or

237:52

Claude to say that you're the number one

237:55

in your industry. It can take 6 to 12

237:56

months, no guarantee. It's still unique.

237:58

Nobody else is selling that. A good

238:00

example, if your skill set is cold email

238:02

and that's what you're really good at,

238:03

instead of doing lead generation

238:05

services for somebody, which everybody

238:07

is doing, instead you can set up

238:09

influencer outreach machines for ecom

238:11

companies that still uses cold email.

238:13

You're using the same skills that you're

238:14

learning here. You're just repositioning

238:16

it in a way that's much more attractive

238:19

that companies are going to be more

238:20

receptive to. Another link here I'd like

238:22

to share if you want to dive a little

238:23

bit deeper into creating an offer, how

238:25

to outperform 99% of your competition,

238:27

my blue ocean strategy. I'm going to

238:29

link that in the resources for you as

238:32

well. So, if you want to dig a little

238:33

bit deeper, I definitely recommend

238:34

checking out this this this specific

238:36

video. Lead magnets died in 2023. Free

238:39

PDFs and videos have been replaced with

238:42

what I now call reverse lead magnets.

238:45

And I'm now using RLMs to generate 250

238:48

leads every month for the hardest offer

238:51

to possibly sell by cold email. But I

238:53

need to warn you, this strategy is not

238:55

for you if you're either lazy or

238:57

uncreative. Today, I'm going to walk you

238:58

through different types of lead magnets,

239:00

and show you how to use reverse lead

239:02

magnets to 5x your cold email replies,

239:05

lead magnets that actually work, how to

239:07

use lead magnets the right way to

239:08

supercharge your campaigns or sell your

239:10

boring offers. So, what is a lead

239:12

magnet? Lead magnets are going to be a

239:14

resource, a mini service, a free trial,

239:17

something that's related to your core

239:19

offer, but they don't solve the whole

239:20

problem. They just solve a part of the

239:22

problem for your lead. Now, in order to

239:24

make them work, they should be good

239:25

enough that somebody would actually pay

239:27

for it. And as a general rule, this is

239:29

really important to keep in mind as

239:31

you're trying to decide why your lead

239:32

magnet's not working, that the more time

239:34

the lead thinks you spent on them

239:36

personally, the more valuable they're

239:38

going to perceive that lead magnet is,

239:40

and the more time that they have to

239:42

spend implementing the lead magnet, you

239:45

know, reading a PDF, watching a video,

239:46

the less valuable that lead magnet

239:48

becomes. Great lead magnets can unlock

239:50

10% reply rates and bad lead magnets can

239:53

completely kill your campaign. So, let's

239:55

talk about when to use lead magnets. Not

239:57

everybody needs them and especially not

239:59

in every campaign. You should consider

240:01

using lead magnets if one you have a

240:03

highly competitive offer or an offer

240:05

that's a commodity. And by the way, for

240:07

those that are new to business, a

240:08

commodity is something where you're

240:10

really just competing on price and the

240:12

service itself is relatively the same.

240:14

talking about something like SEO or paid

240:16

ads. These are highly competitive

240:18

offers. And a commodity offer is more

240:20

something like health insurance or a

240:22

real estate broker. Lead magnets also

240:24

work really well if you're selling more

240:26

to smaller businesses as bigger

240:28

companies don't really want to consume

240:30

your PDF or watch your video. They just

240:32

want the problem solved quickly. And

240:34

your lead magnet will tend to perform

240:36

worse the higher up market you go. You

240:38

should consider trying this, especially

240:39

if you've tried my other copywriting

240:41

frameworks and it still doesn't seem to

240:43

work, but you need to use a really high

240:45

quality lead magnet. And you should

240:46

really only be using these if you can

240:48

actually solve a problem for your lead

240:50

that they actually want with your lead

240:52

magnet or your mini service. Now, I like

240:54

to kind of break down lead magnets into

240:56

tiers of quality. Tier three lead

240:58

magnets you should totally avoid. Tier

241:00

2's maybe. Tier ones you you should

241:04

definitely try. And then there's reverse

241:06

lead magnets. the new way to do this and

241:07

I'm going to be walking you through

241:08

that. Tier three lead magnets are things

241:10

like generic templates, videos, case

241:13

studies, white papers. These are

241:15

unpersonalized resources that can take

241:17

the lead a lot of time to consume and

241:19

implement, therefore have low perceived

241:21

value. There's some exceptions here like

241:23

AI prompts can be a really good lead

241:26

magnet as a template. Uh NADN

241:28

blueprints, automation blueprints, those

241:30

can be really good lead magnets. So

241:32

there's always exceptions. Tier 2 lead

241:33

magnets are things like mini courses,

241:36

free trials, and usable data. I would

241:38

almost consider the affforementioned

241:40

mentions like the N8N blueprints or the

241:43

AI prompts as usable data. Some other

241:46

examples of usable data is lead data.

241:48

So, one of my most powerful lead magnets

241:50

is I will give you 8 million leads for

241:52

free. I still use it, still works really

241:53

well. If you go on my site, you should

241:55

be able to see it and redeem that. And

241:57

if not, it's going to be linked down

241:58

below as well, just so you can see what

242:00

a lead magnet looks like. And then tier

242:01

one lead magnets, ones that are actually

242:03

good. Typically giving a full course,

242:05

like free access to my school community

242:08

where I also have all of my other lead

242:09

magnets for you. So now I'm lead magnet

242:11

stacking. You're almost guaranteed to

242:13

opt in by the end of this video because

242:15

one, you want all of those resources

242:17

that I'm putting together for you, the

242:19

spark notes to this, all of the

242:21

different free services and links and

242:24

resources. It's all in my free course.

242:26

So I'm stacking lead magnets to get you

242:28

opted in. Some other examples are a free

242:30

software license or a sample of your

242:32

service. Actually being able to do

242:34

something for somebody. And remember,

242:36

the more time that it requires of the

242:38

lead, the less valuable it is. And the

242:40

way to present these old school lead

242:42

magnets, I'm going to call these V1 lead

242:44

magnets, is typically you'll say, you

242:46

know, want me to send over the PDF? Do

242:47

you want me to send over the white

242:49

paper? Want me to send over the data?

242:50

They'll say yes. You send them the lead

242:52

magnet. I've actually got a couple

242:54

really powerful lead magnet videos that

242:56

I'm going to be linking for you, but

242:58

specifically I want you to watch the

242:59

perceived value magnet video. This is a

243:02

little bit more advanced and that's what

243:03

I'm going to be talking about here. So,

243:05

I now call them reverse lead magnets and

243:07

this really leverages AI automation,

243:09

some of the more advanced stuff we're

243:10

going to be learning later to deliver

243:12

custom lead magnets at scale. So,

243:14

remember version one lead magnets are

243:16

templated. You make them once and then

243:19

you can send it to thousands of people.

243:21

version two lead magnets, reverse lead

243:23

magnets, they're customized for each

243:25

person. You're able to do this at scale

243:27

using AI automation. Now, the way that I

243:29

discovered that this works so well, and

243:31

I think I'm I think I invented this. I

243:34

don't think anybody else has done this

243:35

before me, reverse lead magnets,

243:37

trademark, lead genen, J. But the way

243:39

that I discovered it was a an effective

243:42

strategy that other people were using.

243:43

They called it the Loom video strategy.

243:45

Cool. If I record you a Loom and send it

243:47

over. That was the call to action. It

243:48

doesn't really work so much anymore. and

243:50

then they'd say yes, sure. And then

243:52

you'd have to actually take the time to

243:54

make the Loom video and send it to them,

243:56

which doesn't really scale very well.

243:57

And if you use AI to make videos for

243:59

you, it's it's still not really there.

244:01

People can tell, then you lose the sale.

244:03

But I got to thinking, why did that

244:05

strategy work so well? And it was

244:07

because the prospect that you're

244:09

emailing thinks that you're taking the

244:11

time to make them a onetoone customized

244:14

video, which increased the perceived

244:16

value of that lead magnet. So, how could

244:18

you take that same principle and do it

244:21

at scale? And this is what I came up

244:22

with. Instead of saying, "Cool, if I

244:24

send you this PDF," instead, you're

244:26

going to make them think that you are

244:27

spending as much time and effort as

244:29

possible to put this together for them.

244:31

They think you spent more time, the

244:33

perceived value goes up. So, the way

244:34

that you present these is, hey, I'd like

244:36

to spend some time researching and

244:38

putting this thing together for you. Is

244:39

that okay? And the response to these has

244:41

been astronomical. It's been

244:43

unbelievable. It's been the only way

244:45

that I've been able to crack 2 or 3%

244:47

reply rates while selling cold email

244:49

services, which is historically the

244:51

hardest thing to possibly sell with cold

244:54

email. Now, I do want to advise a word

244:55

of caution. This is a little bit more

244:57

advanced and it does require some

244:59

technical skills and knowledge of AI

245:02

automation, which I'm going to be

245:03

showing you and sharing how to get some

245:05

of these templates. And for those of you

245:06

nerds that really want to learn how to

245:08

do this and get the blueprints, this is

245:09

the workflow that generates that reverse

245:11

lead magnet and sends it back to them

245:13

inside of Instantly AI. And I'm going to

245:15

be showing you how to get these

245:16

templates. I'm in the process of

245:17

transferring this whole thing into NADM.

245:19

I've been doing this for a while before

245:20

NADM was really a thing. So just a quick

245:22

honorable mention here. This is a

245:24

platform that you can use to design

245:26

ebooks at scale for just about any

245:28

industry and it's really easy to do and

245:30

implement and it's almost unbelievably

245:32

cheap. So, there's going to be a link

245:33

down in the description to sign up for

245:35

this thing. You can get in at $27

245:38

onetime payment. This is literally a

245:40

onetime fee and make pretty much

245:42

unlimited ebooks. And they're long good

245:44

ebooks, too. Look at this recent one

245:46

that we used. We obviously stopped using

245:48

this when we started using reverse lead

245:49

magnets. But if you don't have anything,

245:52

this is a great place to start. And you

245:53

can do them at scale. So, as an offer

245:56

potentially. So, link is going to be

245:58

down in the description to sign up for

245:59

this. uh it is the best AI lead magnet

246:03

generator that I've used. So if you

246:05

don't have any lead magnet and you want

246:06

to try an ebook, this is the platform

246:08

that you should consider using. Okay,

246:09

next we're going to start talking about

246:11

probably the longest module of this

246:13

entire master class and that is cold

246:15

email copywriting secrets. How to

246:18

actually write copy that converts. This

246:20

is probably the hardest thing to get

246:21

right when you're launching a cold email

246:23

campaign cuz there's so many elements,

246:25

so many things that you can get wrong.

246:26

So I'm excited to break this thing down

246:28

for you. I'll see you in just a second.

246:29

So, I've been writing cold emails for

246:31

more than 10 years. And I've wrote cold

246:33

email sequences to sell cows, gold bars,

246:36

and even dirty maid services. But

246:38

through trial and error, I've seen

246:40

hundreds of campaigns make my clients

246:42

filthy rich, and hundreds more that were

246:44

met with nothing but the middle finger.

246:46

This is everything I know about cold

246:48

email copywriting and what actually

246:50

works right now. And if 25-year-old Jay

246:53

could see the copy that we're sending

246:55

now, he would literally squirt soap in

246:57

his eyeballs. This is cold email

246:59

copywriting secrets. How to write cold

247:00

emails that reach the inbox every time

247:02

and actually get positive replies. And

247:04

to prove to you that you're learning

247:06

from the right person. There's an award

247:08

right there from Instantly saying that I

247:09

am one of the best at getting positive

247:12

replies. And here's a couple campaigns

247:14

from my own workspace all getting at

247:17

least 2% many of these getting 5 to 20%

247:20

reply rates. I know how to do this.

247:22

Nobody else in the game is as consistent

247:24

at getting reply rates as this guy right

247:26

here. Now, if you think you know

247:27

copywriting and you're a copywriting pro

247:29

and you're getting all cocky right now,

247:30

you should know that this is not normal

247:32

copywriting. Using the wrong word

247:34

doesn't just lose the sale. It ends you

247:36

in the spam box. And unlike copywriting

247:39

in an email or copywriting on a landing

247:41

page, your goal really isn't to sell.

247:43

Your goal is to identify if your lead

247:46

has a problem that you can solve. And

247:48

remember, they don't know you, they

247:50

don't trust you, and they're not looking

247:51

for your solution. So, you need to be

247:53

very aware of all of those things as

247:55

you're crafting your copy. Now, your

247:57

overall goal here, just think about this

247:59

as you're writing any of these emails,

248:01

is it should sound like an email to a

248:03

friend and not like a sales pitch. Let's

248:06

talk about my signature triple tap. This

248:08

is the way that I want you to think

248:09

about every cold email that you send. I

248:12

want you to split it into three separate

248:14

pieces, three actions that your lead

248:16

needs to take in order for you to get a

248:18

positive reply. You should split it into

248:20

these chunks as you're evaluating,

248:22

writing, and criticizing your cold email

248:24

copy. Now, there's three actions that

248:26

you need your prospect to take. The

248:28

first is they need to open the email. To

248:30

get the open, this is really done in the

248:32

preview text of that email. So, let me

248:34

show you what an email looks like.

248:36

Here's an email in my inbox, actually

248:38

meing somebody for pirating my course.

248:40

So, this is an email in my inbox. And

248:42

you can see a couple of things here. You

248:44

can see the sender name, DMCAF offenses.

248:47

You can see the subject of that email.

248:49

That's the text in bold. And then you

248:50

can see the first sentence of this

248:53

email. This is all somebody sees before

248:55

they make the conscious decision to open

248:58

that email, to report it as spam, or to

249:00

put it in the trash can. That means

249:01

you've only got really two things under

249:03

your control that are going to determine

249:05

whether or not they open that email,

249:06

which is the subject line and the first

249:09

sentence, which we can refer to as the

249:11

preview text. This is the preview of the

249:13

email. If you want to improve your open

249:14

rates, you need to change your preview

249:16

text. Now, unfortunately, the way cold

249:18

email is right now, we're not tracking

249:19

open rates and and I recommend that you

249:22

leave open tracking off. So, it's really

249:24

hard to tell if you're getting good open

249:26

rates. So, we use a proxy for open

249:28

rates, which is the reply rate. So, if

249:30

we get higher reply rates, we likely

249:32

have high open rates. We take our best

249:33

guess at preview text that we think is

249:35

going to convert and then we test it

249:37

against each other in AB tests to see

249:39

which has the higher reply rate. If it

249:40

has a higher reply rate, it probably has

249:42

a higher open rate. The second action

249:43

that your lead must take is they must

249:45

read the email. You'll have only

249:48

moments, seconds to catch their

249:50

attention and build trust before they

249:53

trash your email or report you as spam.

249:55

If you confuse them, if you come in too

249:58

hardelling, if your email is too long,

250:00

if it's confusing, if you use absurd

250:02

guarantees, if you're offensive, then

250:04

chances are they're going to report you

250:06

as spam or trash that email. It needs to

250:08

be short and you need to accomplish a

250:10

few different things in that second step

250:11

with them reading the email. We're going

250:13

to get to these in detail in just a

250:14

second. The third step is they must take

250:17

some sort of action. This is the CTA.

250:19

And I'm going to show you how to

250:20

optimize your CTA. So, by breaking it

250:22

into these chunks, now you can test the

250:25

different chunks to see how it affects

250:27

your reply rate and specifically your

250:30

opportunity rate. And for those of you

250:31

that have also seen and love Zombie

250:34

Land, I think they call it the double

250:35

tap, but this is the triple tap. All

250:37

right, the first tap is getting the

250:38

open. This all happens in the preview

250:40

text. Just like I mentioned, we use

250:42

reply rate as a proxy for open rate. So,

250:44

I'm going to show you how to set this up

250:45

with the testing so that you know which

250:48

preview text converts the best. And you

250:50

should know that the preview text, your

250:51

goal isn't just to get opens. I can send

250:53

you an email and say, "Your house is on

250:54

fire." Or, "I've taken your mother."

250:56

Chances are you're going to open that

250:58

email, but then once you open it, you're

251:00

going to say, "Hey, you want to buy my

251:01

thing?" They're going to report you as

251:02

spam probably 100% of the time. So, you

251:04

need to keep that in mind. You need to

251:06

be delicate with what you choose for

251:07

your preview text. It can't be too bait

251:10

and switchy because if it is, you're

251:11

going to get reported as spam and that's

251:13

something you absolutely want to avoid.

251:15

So, it should be related to the content

251:17

of the email, but never signal the cell.

251:20

What do I mean by signal the sale?

251:22

Before I open your email, I should not

251:24

know that you're about to sell me

251:26

something. If I do know that you're

251:28

about to sell me something, I

251:29

immediately trash it or report it as

251:30

spam because I don't want to be pitched

251:32

by email. That doesn't mean cold emails

251:34

don't work on me. they do, but the ones

251:36

that work get the open first. And for

251:38

the preview text, the goal is really for

251:40

the email to sound like it could be from

251:41

a client, it could be from a vendor. You

251:43

really don't know until you open the

251:45

email, but you have to open the email.

251:47

It's also a fun little hack that you

251:48

should definitely test. And that's

251:50

questions get opens. Our human nature is

251:53

to answer questions. If someone asks you

251:54

something, you instinctively want to

251:56

answer it. So, you can use that

251:58

principle when you're writing subject

251:59

lines and first sentences of your email.

252:02

If it asks a question, chances are that

252:04

person's going to open it out of

252:05

curiosity to respond to it. It's

252:07

actually one of the oldest subject lines

252:09

ever in the cold email world. It was

252:11

just question and then your name and a

252:13

question mark. So, it' be like question

252:14

Jay. And it got unbelievable open rates.

252:17

Now, it no longer works for people who

252:19

are used to getting cold emails, but

252:21

it's still a pretty good one to test

252:22

against because chances are it could

252:24

still be better than some of the stuff

252:25

you're testing. Here's examples of what

252:27

preview text looks like and some good

252:29

examples. So, subject line. If I'm

252:31

trying to sell cold email services, I

252:33

don't just want to come out and say,

252:36

"Hey, you need help with cold email?"

252:38

It's a question, but you can immediately

252:40

tell I'm about to sell you something.

252:41

So, instead, you might want to say,

252:43

"Sending cold emails, question mark."

252:45

That makes them think, hm, they could be

252:47

selling me something or maybe someone at

252:50

our company is sending cold emails that

252:51

I should be aware of. So, that could be

252:54

coming from a vendor, it could be coming

252:56

from a partner, and I'd be curious

252:58

enough to open that email. And then the

253:00

first sentence could be something like,

253:01

"Not sure if you're sending these or

253:03

not. Jay, mind checking?" Again, peing

253:05

their curiosity, working with the

253:07

subject line to make them think, hm,

253:09

maybe someone at our company, maybe it's

253:11

me sending cold emails. I got to look

253:13

into this and see what's happening.

253:14

Boom. They open it. And now I can try

253:16

and get them to take the second action,

253:17

which is to read the email. Another

253:19

example, is this you on Google? Just

253:20

came across this on Google. Can you

253:22

confirm this is you or not? This would

253:24

be for like an SEO agency and maybe you

253:26

pulled their SER results and have a link

253:29

to their site and when they open the

253:32

email it's, "Yeah, I just found you. It

253:34

looks like you're ranked eighth. Here's

253:35

your website. Uh, any interest in like

253:37

moving on that up that rank? I can give

253:39

you some recommendations." That way,

253:40

we've baited the open. So, is this you

253:42

on Google? Yeah. Hell yeah. I want to

253:44

open that email. Now, you've got them

253:46

reading so that they're able to take

253:47

action two and three. Remember, they

253:49

they can't read and they can't respond

253:50

if they never open. So get creative here

253:53

and make sure that you're not bait and

253:54

switching completely different things.

253:57

If you're using something like this to

253:58

get opens, then just make sure that the

254:00

content of that email is related to the

254:03

subject line. So if you're selling cold

254:06

email services, this is a good one. If

254:07

you're selling SEO services, this is a

254:09

good example. Okay, tap number two is

254:11

getting them to actually read the email.

254:14

This happens in the email body. It's

254:16

what you're actually saying after that

254:17

preview text. The goal here, keep it

254:19

short, keep it punchy, use middle school

254:21

language, and in the body of the email,

254:23

you really want to accomplish two

254:25

things. You want to call out their

254:27

problem and how you solve it, the exact

254:29

mechanism. And you need to build trust

254:31

and credibility in an authentic way

254:33

that's not braggadocious. And you can do

254:35

this in as little as two or three

254:37

sentences. Believe me, there's a lot of

254:39

really creative ways to do this. But

254:41

those two things are by far the most

254:43

important. They need to know why you're

254:44

emailing them, how you can help, and

254:46

they need to trust you. And I'll show

254:47

you some examples of how you can do

254:48

this. But it really comes down to

254:50

knowing your audience and then

254:52

personalizing the problem and the social

254:54

proof. And I'll show you what I mean by

254:56

that as well. But if you understand your

254:58

audience now, you understand their pain

254:59

points, their problems, and you probably

255:02

understand the solutions that they've

255:03

tried that they're fed up with, or maybe

255:05

the existing solutions that they're

255:07

using to solve a problem that are now

255:08

outdated. The better you understand

255:10

them, the better you can drive the

255:12

dagger, which means really kind of call

255:14

out their pain point and make them feel

255:16

it. So, here's some examples of email

255:17

bodies. I'm actually running the

255:19

outbound marketing for Lead Genj J.

255:21

After seeing their pretty crazy success,

255:23

I was hoping I could do the same for

255:24

you. Here's an article that USA Today

255:26

wrote about my methods. So, social proof

255:28

there. Well-known competitor that maybe

255:30

they're familiar with some credibility

255:32

and you're kind of calling out their

255:34

problem. You're at least calling out the

255:35

solution. The problem is obvious,

255:37

needing more leads. So, it doesn't have

255:39

to be like specific like, "Oh, you need

255:41

more leads. Here's how I can help and

255:42

here's social proof." You can get

255:44

creative with how you present this and

255:46

that's where the AB testing really comes

255:47

into play. Second part, if you already

255:49

have more qualified calls than you can

255:51

handle, ignore me. But if you're

255:52

interested in building an outbound

255:54

machine, I'd love to show you the

255:55

strategy. So remember, as you're

255:57

evaluating the body of your email, does

255:59

it address their problem and solution?

256:01

And does it establish some trust and

256:03

credibility? Now, what do I mean by

256:04

personalizing the trust and the

256:06

credibility and the problem solution?

256:08

Well, the problem solution is pretty

256:10

obvious. It's what specifically do they

256:14

deal with in their business that's an

256:15

issue. And if you understand your

256:17

audience, you understand what they're

256:18

going through on a day-to-day basis in

256:20

their company. I'm emailing cold email

256:22

agencies, for example. I know them

256:24

really well. I know the software

256:26

struggles that they have. I know the

256:27

infrastructure and deliverability

256:28

struggles. I know the problems with

256:30

retaining clients. I understand that

256:32

demographic really, really well. So, I

256:34

can speak directly to them in a really

256:36

targeted way. Now, if I'm emailing cold

256:38

email agencies, as an example, trying to

256:40

sell them some solution, what kind of

256:42

social proof do you think is going to

256:43

resonate with them? It's probably going

256:45

to be some of the biggest cold email

256:47

agencies that I've helped and how I've

256:49

helped them. So, I would namerop those

256:51

cold email agencies and the specific

256:54

results that I got for them and what

256:55

they had to say and what that

256:57

transformation was. And if they know of

256:59

that competitor or of that big name,

257:01

then it's going to go a lot further than

257:03

some random company that I've helped

257:04

that's in a totally separate industry.

257:06

Okay. Okay, the third tap, getting them

257:08

to take action. This is your CTA, your

257:10

call to action. Your goal here is to get

257:12

them to reply with a single word. Don't

257:14

send any links. Don't try and get them

257:16

to click. And don't make them have to

257:17

think. That word that they should reply

257:19

with is usually just going to be yes or

257:21

sure or send it. The goal is, can they

257:24

read it and reply with one hand in under

257:26

a minute? If they can, it passes the

257:28

test and it's a good CTA. Quick example,

257:30

would it be cool if I send over the

257:32

strategy? Person just says yes. Cool.

257:35

Now you've got a lead that's raised

257:36

their hand and said, "You know what? I'm

257:37

receptive. I'm interested. I guess I do

257:40

have this problem and I'm interested in

257:41

hearing what your solution is." That's

257:43

all your goal is with that cold email.

257:45

Get them to raise their hand. If you can

257:46

do that, the rest of it is just sales.

257:48

All right. Some golden rules to follow

257:50

for your copywriting. You want to keep

257:51

it short, six sentences max. You want to

257:54

keep it to a sixth grade reading level.

257:56

If you confuse your prospect, you lose

257:58

your prospect. You can use AI to

258:00

simplify your language as well. So, if

258:02

you're having a hard time conveying a

258:04

point, just use Claude. Open up Claude,

258:06

ask it to simplify it. Sixth grade

258:08

reading level, let them know that

258:09

they're writing cold email copy, and

258:11

it'll actually do a really good job.

258:12

Now, let's talk about tonality.

258:14

Sometimes humor works really well.

258:15

Sometimes being really stern and

258:17

professional works well. Your tone

258:19

should match the profile of your ICP.

258:22

So, if I'm emailing a cold email agency

258:24

owner, I know what that person probably

258:26

looks like. I know their gender. I know

258:27

their age. I know where they probably

258:29

live. probably some 20some living in

258:32

Miami or 30some living in Miami and I

258:34

know the tone that I should probably

258:35

take with it. If I'm too bubbly or

258:37

feminine with my tonality, it's probably

258:39

not going to go off so well. I might

258:40

actually try and use humor with that

258:42

person since they're younger, they're a

258:44

little bit more carefree, I think it'll

258:46

work versus if I'm emailing like a

258:47

fashion or a cosmetics owner, that's

258:49

probably going to be a more feminine

258:51

cold email. I want to be really

258:53

delicate. I want to use more feminine

258:55

language. And then if you're emailing a

258:57

car dealership owner, like that's a 50s

258:59

to60s sales guy and you don't want to be

259:03

humorous with him. You want to be you

259:04

want to use sales language. You speak so

259:06

that they can understand you. And if you

259:08

tell AI to adjust your tonality to fit a

259:11

profile, it'll be able to help you out

259:13

really well. Other copywriting dues, low

259:15

resistance CTA. We just talked about

259:17

that. You want to establish credibility.

259:19

Now, you're probably thinking if

259:21

especially if you're just getting

259:22

started, man, I don't have any case

259:24

studies. I don't have any testimonials.

259:26

I haven't really helped anyone in that

259:28

industry. There's a lot of other stuff

259:29

that you can use. You can use your

259:32

social media following. You can drop a

259:34

YouTube video to something that you've

259:36

made. You can use a media coverage that

259:39

you've received. And by the way, if you

259:40

want some free media coverage, it's

259:42

going to be available to you also in

259:43

those resources if you join the free

259:45

school. I run a PR company. I'm able to

259:47

do that for you as a perk of watching

259:49

this far. So, there's lots of ways for

259:51

you to establish credibility, but the

259:54

best thing is a case study from someone

259:55

in your industry and ideally a name that

259:57

they recognize. And it might be worth

259:59

you doing some free services to get that

260:02

anchor case study. Lastly, make sure

260:04

that you're specific about the problem

260:06

and solution. Nothing I hate more than

260:08

seeing a cold email campaign is, "Hey,

260:10

I'll get you a 100red leads in the next

260:12

30 days or you get your money back."

260:14

Well, you're not emailing a dummy. I

260:15

understand marketing and maybe you can,

260:18

but how? it's not even worth my time to

260:20

respond because if you were a good

260:21

marketer, you would tell me your

260:23

mechanism. So, if you're going to make a

260:24

claim like that, make sure you have a

260:26

mechanism and hopefully it's a unique

260:28

one. Copywriting don'ts. Avoid doing

260:30

these things in your cold email copy.

260:32

Don't overpromise. By overpromising,

260:34

people see right through you and you

260:35

immediately go to spam. Don't be vague

260:37

about what you do or how you do it. If

260:40

you're making a claim, explain how you

260:42

get that done. Don't confuse the lead.

260:44

If what you do is complicated, try and

260:46

find a way to uncomplicate it. have some

260:48

kind of front-end offer and then do that

260:50

front-end offer so that you can get them

260:51

on the phone and actually explain what

260:53

it is that you do. Never bait and

260:55

switch. By bait and switch, I mean tell

260:58

them one thing and then get them on a

260:59

call and tell them another thing or say

261:01

something in a subject line and then in

261:03

the body of the email say something

261:05

totally different. This is a recipe to

261:07

go to spam and you just don't want to

261:09

deal with it. And then always avoid

261:10

promotional and salesy language. All

261:12

right, let's talk about personalization.

261:14

This is using variables in your cold

261:17

email that are personalized to that

261:19

person. Like your first name, using hey

261:21

Jay in a cold email. That's

261:22

personalization, my company name, my

261:25

city. All of those things are

261:26

personalization. Some of it is good.

261:28

Some of it you should always use. Some

261:30

of it you should never use. And then

261:31

there's more advanced tactics that we're

261:33

going to be going over in the advanced

261:34

section to to really take this to the

261:37

next level. So, a couple notes here.

261:38

More is not always better. In fact, the

261:41

more personalization that you use, the

261:42

higher the chances that one of those

261:44

things is wrong or signals that it's a

261:47

cold email. A perfect example of that is

261:49

using the company name and it's got LLC

261:51

or corp at the end of it. It's not a

261:53

conversational way to talk about that

261:55

company name or maybe it's in all caps

261:57

for whatever reason. If somebody sees

261:59

that, it's an immediate signal that

262:01

they're being cold emailed. Someone did

262:02

not write this email directly to them

262:04

and it will kill your campaign results.

262:06

Now, the one personalization you should

262:08

always use is the first name. Tried and

262:10

true. Works like crazy. And the rest of

262:12

it you can experiment with. Definitely a

262:14

word of caution against using company

262:16

names and locations cuz these can make

262:18

it sound like a cold email and the

262:19

locations are often wrong and just

262:21

doesn't sound normal. People don't

262:23

usually say the location for the person

262:25

they're emailing. And be very, very

262:27

careful. AI personalization can kill

262:29

your campaigns and make people really

262:31

mean if you do it wrong. And most people

262:33

do it wrong. I would say for 95% of the

262:36

people using AI personalization, it's

262:38

hurting you rather than helping you. A

262:40

little bit later on, I'm going to show

262:41

you the right way to do it. Let's talk

262:43

about spin tax briefly. This is a

262:45

formatting that randomly shuffles words

262:47

and phrases in every email. It is now

262:49

mandatory. This is not optional. If

262:51

you're sending cold emails, you must

262:52

have spin tax. And there's really no

262:54

excuse not to at this point. Spinax

262:57

improves deliverability because these

262:59

email service providers are looking for

263:01

repeat phrases and repeat emails. and

263:03

then if it sees them, it knows it's a

263:05

cold email and it blocks that copy. So

263:07

the more spinax you have, the better and

263:09

it prevents the ESPs from flagging your

263:11

copy. So let's actually go into

263:12

instantly and show you what spinex is

263:14

and then I'm going to show you how to

263:15

generate it easily so you don't have to

263:16

worry or even think about about how to

263:19

do it or programming in this language.

263:21

Let's go into instantly AI. I'm going to

263:24

open up one of my campaigns sequences.

263:26

So the spin tax here is what you see

263:29

here between these brackets. Now, this

263:31

might look complicated and like, I don't

263:33

know what this is or how to do it. Good

263:35

news is you don't really need to know

263:36

how to do it. All you need to know is

263:38

all of the spin tags for a certain

263:39

variable are between the brackets. This

263:42

is one word that it's going to

263:44

randomize. It'll say hi, hello, or hey

263:47

at random. These lines in between words

263:50

are the separators between the words you

263:51

want to shuffle through. So, if I wanted

263:52

to write my own spinex, I would just do

263:54

double brackets and I would say random

263:57

and then vertical line. What's up?

264:00

Vertical line. How you doing? Vertical

264:03

line. Or maybe I just want to shuffle

264:05

through two. And then I can close that

264:07

spin tax here. It's really important

264:08

that you preview this so you see what it

264:10

looks like. A lot of times you will

264:12

screw up the formatting of this or you

264:14

will use words and phrases that actually

264:16

don't make sense when they are combined

264:18

with one another. So you need to make

264:20

sure to preview this. And this preview

264:22

shows you that your spin tax is correct

264:24

because you don't see any brackets here.

264:26

It actually read the spin tax correctly.

264:27

Now, what you don't see here is all the

264:29

variations and possibilities for what

264:31

could happen. So, what I would recommend

264:33

you do is copy all of your spin tax. And

264:36

don't worry, in a second, I'm going to

264:37

show you how to generate this really

264:38

easily. And then come into an AI

264:40

platform and say, "Show me all possible

264:43

variations of this email." And then just

264:46

copy in that full email. It understands

264:48

that it's spinax and it's going to show

264:50

me all the possible variations. Can't

264:52

tell you how many times people will use

264:54

a lot of spin tax or use AI to generate

264:57

the spin tax. And one or two of the

264:59

variations just don't make sense when

265:01

combined with each other. So, this will

265:02

show you what the variations actually

265:04

look like. And then you can decide

265:05

whether or not you want to use it. Let's

265:07

delete my version here. I'm going to

265:09

save. Come into one of these old ones.

265:11

Now, Instantly has built-in tools here

265:13

to help you generate spin tax if you

265:16

don't already have it. So, if you come

265:18

on down to AI tools at the bottom here,

265:20

they've got a couple really helpful

265:21

copywriting tools. One is the AI spin

265:23

tax writer, it's just going to read your

265:25

email and it's going to generate spin

265:27

tax based on what you put in there. Now,

265:29

just note this is their AI prompt. You

265:32

can do this yourself in Chat GPT or

265:34

Claude. This is just trusting that they

265:37

have the right answer. They have the

265:38

right AI prompt and it's going to give

265:39

you good results. The problem is some of

265:42

these don't sound correct. Maybe this

265:45

one does, but you really have to check

265:46

all the variations to make sure that

265:48

they chose good words and phrases. The

265:51

other thing you have to be careful about

265:53

is whether it chose words that could be

265:55

flagged as spam. So, when you're writing

265:57

your cold email copy, you want to avoid

265:59

using certain words. We're going to talk

266:00

about that in a second. But if I come

266:02

into AI tools, you also want to make

266:04

sure that their spin tax generator isn't

266:07

generating words that could be flagged

266:09

as spam. So, they've got a really good

266:11

spam words checker tool. Definitely

266:13

recommend that you use that. And within

266:14

that tool, you can highlight and replace

266:16

the words that could be flagged as spam.

266:19

They make it really simple to to write

266:20

copy and make sure that your copy is

266:22

good from within this platform. What I

266:24

would not do is use their AI sequence

266:26

writer. It never gives you good results.

266:28

You can use it as an experiment and

266:29

split test against it, sure, but don't

266:31

rely on it. I also have a SpinTax GPT

266:34

that I've designed. It's got my prompts.

266:36

It's got my list of words and phrases to

266:38

avoid. It's going to be available to you

266:40

in the resources section inside of my

266:42

free community. So, let's chat about

266:43

cold email sequences. This is the series

266:45

of emails that you want your prospect to

266:47

receive over the course of several days.

266:50

Couple overview notes before we really

266:51

go deep. The shorter the sequence, the

266:53

more leads you can reach. If the

266:55

sequence is longer, it ends up emailing

266:58

less people but more often. If the

267:00

sequence is shorter, you're able to

267:01

reach out to more people over a shorter

267:03

period of time. So, what does that mean?

267:05

If you've got a giant total addressable

267:07

market, you've got millions of people

267:09

that you can reach out to, you might

267:11

want to reach out to more people over a

267:13

short period of time, you'll generate

267:15

more leads that way. Shoot more arrows.

267:17

More likely than not, one of those

267:18

people is going to be a better fit

267:20

rather than emailing the same person

267:22

who's probably not a good fit cuz they

267:23

didn't answer your first email a second

267:25

and a third time. Important to note that

267:27

email one is almost always the best

267:29

performing email. Not always, but

267:31

usually. And the more emails you send,

267:33

the higher the likelihood that they're

267:34

going to report you as spam, which is

267:36

why now we typically stop after a three

267:39

email sequence max. Last bullet point

267:41

here, test, test, test. This is really

267:44

where you want to AB test your butt off.

267:46

And you should constantly be running AB

267:48

tests on all of the different variations

267:50

and ways to present your sequence. Okay,

267:52

a little bit of a plug here, especially

267:54

for copywriting. If you come to my

267:55

website and you come into freebies, you

267:57

can actually use my cold email AI writer

268:00

for free. I program this thing myself

268:02

based on a ton of trading data for

268:04

sequences that have actually worked. It

268:06

intakes your offer, your website, and it

268:09

develops that sequence for you. You can

268:11

use this once for free. Please don't

268:13

abuse it and try and use multiple emails

268:15

because I do pay quite a bit each time

268:17

somebody runs this. But if you are a

268:19

member of my insiders program, you can

268:21

use this as many times as you want. It

268:22

gives you a lot more information and you

268:24

can use it for clients. So, if you're

268:26

selling this as a service or you're

268:27

launching multiple offers, it's a great

268:29

opportunity to basically write the copy

268:31

for you. The other thing that I really

268:33

want to share with you because it's so

268:34

useful is inside of my lead generation

268:37

insiders. This is my paid community.

268:39

I've got a lot of special copywriting

268:41

consultations that I think are going to

268:42

be really valuable. This stuff is hard

268:44

and it's really specific. So, copy for

268:47

an SEO offer versus copy for the offer

268:50

where you sell cows. completely

268:51

different strategies, completely

268:53

different audience, and it would be

268:54

impossible to run through every single

268:56

one of them in this video. Video is long

268:58

enough as it is. But in my paid program,

269:01

people pay me for one-on-one

269:02

consultations, and I do client

269:05

copywriting examples where I'm actually

269:06

writing the copy for various types of

269:09

clients. And there's tons of examples in

269:11

here of various different types of

269:13

clients and different one-on- ons that

269:15

I've done. People have paid me thousands

269:17

of dollars for each of these one-on-

269:18

ones where we're going through their

269:20

specific challenges. So, just a soft

269:22

pitch because I I think that's something

269:24

that can really help you. If you're

269:25

stuck on the copywriting stuff and you

269:27

really want to get better at it, you

269:28

need to go through those examples. And

269:30

if you're doing this for clients, you

269:31

need access to that cold email writing

269:33

AI. I've tried every solution and GPT

269:36

until I finally had to just sit down and

269:38

train my own AI model and now it is

269:41

bomb. It works like crazy. My team

269:43

starts with it. We use it to set up cold

269:44

email systems for people. It's awesome.

269:46

All right, let's get back to cold email

269:48

sequences. The most common scenario is

269:51

the three email sequence. And this is

269:52

primarily what we're using nowadays.

269:54

Email one, we're using the triple tap

269:56

preview text, body, CTA, and test like

269:59

crazy. Lots of AB tests, and I'll show

270:01

you how to do that once we get there.

270:02

Email two is a simple nudge. And I'm

270:04

going to show you some examples of that.

270:05

And you're going to send it in the same

270:06

thread as email one. And then email

270:08

three, you can either send it in the

270:10

same thread or a separate thread, but

270:12

this is really where you want to dump

270:14

the information on them. First two

270:15

emails, you want to avoid the dumping.

270:17

Email three, dump. Cuz they might be

270:19

skeptical. They might want more

270:20

information. Now's your chance. If you

270:22

have a video explaining your service, if

270:24

you've got special features that you

270:26

think are valuable, if you've got case

270:28

study links, now is the time to drop all

270:30

of them inside of email 3. This is the

270:33

general structure that I follow.

270:34

Obviously, what you say in each of those

270:36

emails, that's the nuance. The nuance is

270:38

what changes. And then you're going to

270:39

space them out somewhere between two and

270:41

five days per email. As a general rule,

270:44

if you do that, you should be good to

270:45

go. Everything else is nuance and

270:47

testing. There's no right answer for how

270:49

long a sequence should be. I would say

270:50

max three emails. You can do as little

270:52

as one. Yeah, you can do as little as

270:54

one email in an entire sequence. That

270:56

way, you can just maximize how many

270:57

people you're reaching out to. But I

270:59

would recommend the minimum two, maximum

271:01

three. And here's what one of those

271:02

email sequences actually looks like.

271:04

We've got email one that's doing exactly

271:06

what I said. We've got email two which

271:08

is just a bump. This is what it actually

271:10

looks like. Just touching basic. If you

271:11

had a chance to review my last email,

271:13

let me know or can I pro provide some

271:15

additional information. And then email

271:17

three, less of a dump here, but normally

271:19

I would recommend dumping. All right.

271:20

So, when should you use the short email

271:22

sequences? This is the one to two

271:23

emails. You've got a large TAM, millions

271:26

of people that could be good fits.

271:27

you've got access to cheap lead data and

271:29

you want to hit as many people as

271:30

possible, which will give you honestly

271:32

the best shot at booking the most

271:33

meetings. This is good if you have fewer

271:36

mailboxes, you're trying to run a lean

271:37

system, or if you've got tons of lead

271:40

data and you want to reach more leads

271:41

faster. Extended sequences. This is the

271:44

sequences that are four to seven emails.

271:46

You should only consider using these if

271:48

you've got a really small TAM. The other

271:50

scenario where this is kind of okay is

271:52

if you have a lot of social proof and

271:54

you've got a lot of lead magnets. So

271:56

each email they're receiving, they're

271:58

actually enjoying receiving and they're

271:59

different and they're providing some

272:00

value and you have a way to opt out. If

272:03

you're using extended sequences, each

272:05

email should have some some form of new

272:07

social proof and some new value or lead

272:10

magnet. And you should be pulling at

272:12

different pain levers. Different pain

272:14

levers are, you know, money, speed,

272:16

prestige, all the different things that

272:19

could be triggering them to want to buy

272:20

your thing. You should be testing them

272:22

and see what resonates. You can also try

272:24

and employ different sales strategies in

272:26

different emails. For example, valued

272:29

dropping. Here's why it's so valuable

272:31

and stacking the benefits. You can try

272:33

and resonate with the person you're

272:35

emailing. Tell your story, how you came

272:37

up with it. Maybe they'll find some

272:38

common ground with you. You could try

272:40

scarcity. I wouldn't, but you could say,

272:42

you know, I'm only taking a few more

272:43

clients. Uh, let me know by tomorrow if

272:45

you want to get on board. It could work

272:47

depending on who you're emailing. Just

272:48

make sure if you're using an extended

272:50

sequence that you're offering new value

272:52

with every email. And make sure to stop

272:55

the extended sequences if you see spam

272:57

go up and reply rates go down. And

272:59

remember, you'll monitor that in your

273:01

deliverability testing automations. All

273:02

right, now let's talk about one of my

273:04

favorite things, which is split testing,

273:05

also known as AB testing. Some important

273:08

differentiators. There's a lot of things

273:09

that you can test. You can test copy,

273:11

you can test offers, you can test

273:13

targeting. And if you test it all at

273:15

once, it can get really confusing and

273:17

hard to get accurate results. And the

273:19

purpose of your AB testing is to get an

273:22

answer to a question. Is subject line A

273:24

better than subject line B? Is this

273:26

industry better than that industry? And

273:28

once you start overlapping too many

273:30

tests, it's hard to get concrete answers

273:33

cuz you get confounders, which are

273:35

variables that you introduce that skew

273:37

the results. So some simple rules to

273:39

follow to do it correctly. Use campaigns

273:41

to split test different audiences. This

273:43

is like industries and company sizes.

273:46

You'll have those in different

273:47

campaigns. So each of these would

273:49

essentially be a different industry or a

273:52

different company size all using the

273:54

same copy just a different audience

273:56

segment. That way if one performs better

273:58

than the other using the same copy now

274:00

you know oh that industry performs

274:02

better than that industry. And then

274:03

you'll use the AB variations to test

274:05

offers and copy. That's when you

274:07

actually come into the sequence and you

274:09

add variance. This is where you test

274:12

different subject lines, different

274:13

bodies, different CTAs, or even entire

274:16

offers completely because it's all

274:18

working off that same lead list. So, if

274:20

you're doing AB testing here, it's all

274:22

using the same lead list, which are

274:23

pulled from essentially the same filters

274:26

and variables. So, you get a pretty good

274:27

idea of which of these is the most

274:30

powerful offer or copy variation. Now,

274:32

if you're just getting started and

274:33

you're launching cold email for your

274:34

first time and you're like, I've got a

274:36

few different ideas for offers that I

274:38

could use. I've got a few different lead

274:39

magnets. Which one do I pick? Use cold

274:42

email to figure it out. So, the first

274:44

thing that you should split test is the

274:46

offers and the lead magnets. Each of

274:48

these variations can be an entirely

274:50

different offer and lead magnet, and

274:52

you'll get dramatic results. So, right

274:54

now, you can see that I'm only testing

274:56

like a subject line, a word here or

274:58

there. So, we're getting really

275:00

minuscule differences. But if you test

275:02

entirely different offers against one

275:04

another at the same time, you're going

275:06

to get big differences in results. Now,

275:08

my recommendation is do it with the same

275:11

subject line and then the body of the

275:13

email would be the entirely different

275:15

offer or lead magnet. Just a note, cold

275:17

email is a great way to test new offers

275:20

and discover who your customer avatar

275:22

is. Maybe you don't know the industry

275:24

that's going to be most receptive to

275:25

your offer. Well, clone your campaign 10

275:28

times and upload different industries to

275:29

each campaign and let's see who bites.

275:32

Here's how to split test the right way.

275:34

You want to break your cold email up

275:35

into those three parts. the triple tap.

275:37

These are the three components that

275:38

you're going to be testing against one

275:40

another. And then you're going to test

275:41

each of those chunks individually. You

275:43

only change that one part. And when

275:45

you're initially launching that test,

275:47

say you want to test three variations of

275:49

your subject line, three variations of

275:51

the body of your email, and three

275:53

variations of your CTA. Well, if you

275:55

want to test three variations of each,

275:57

then you need to test nine emails. So,

275:59

when I'm split testing just my subject

276:01

line here, I'm going to go into a dead

276:03

campaign so I can not ruin what my team

276:06

is doing. Perfect. So, here is the email

276:08

copy itself. Now, if I want to split

276:10

test the subject line of this email, I'm

276:12

going to copy the body. I'm going to add

276:14

variant. Paste the body here. And then

276:17

the subject line here is company name on

276:19

USA Today. I actually hate that they

276:20

used company name there, but hopefully

276:22

they're normalizing it using clay. I

276:24

want to try a question like that. Now,

276:26

this is three different subject lines

276:27

that I'm testing against each other. The

276:28

only thing I've changed is the subject

276:30

line. So once I launch this and I start

276:33

to see that, oh, the one with variation

276:36

C is getting a much higher reply rate. I

276:38

can infer that it's because it's getting

276:41

a bigger open rate because remember the

276:43

preview text determines open rate. So

276:45

the only thing I'm changing here is the

276:46

preview text. So if the reply rates are

276:48

higher, it probably means that more

276:50

people are reading it. So let's say I

276:51

learned that this is my best performing

276:53

subject line. And now I want to test the

276:55

body of my email or the offer itself.

276:57

Let's go ahead and copy this and do some

276:59

additional variance. The only difference

277:01

is now the preview text, the subject

277:03

line, and the first sentence are staying

277:05

the same. The only thing I'm doing

277:07

differently is changing the body or the

277:10

CTA. This way, if I'm getting a higher

277:11

reply rate on D than C, I know that it's

277:15

because of the changes I made here and

277:17

not because I made any changes here.

277:20

That is the right way to test. And you

277:21

want to launch as many variations as you

277:23

need to so that you're getting accurate

277:25

results. And now that you know how to

277:26

interpret them, you can launch tons of

277:28

tests. Now, most people forget to split

277:30

test emails two and three because

277:31

honestly, they are less important. But

277:33

split testing is so powerful that there

277:36

is no reason not to split test emails

277:38

two and three. And you should continue

277:40

to split test, not just the subject

277:42

lines and the bodies, but you can split

277:44

test entire strategies. For example, in

277:47

step three, so in variation A here, I'm

277:49

using the existing thread. In variation

277:51

B, I'm actually creating a new thread

277:53

because I added a subject line. really

277:55

simple test that you can launch that

277:56

most people don't think to launch. There

277:58

isn't an answer that one works better

278:00

than the other. It really depends on the

278:02

offer and who you're targeting. So, the

278:04

only answer is test it and find out.

278:06

Now, if you don't know how to interpret

278:08

the results, then there is something

278:09

that you can do that I kind of mentioned

278:10

earlier here and you can come into

278:12

options and actually give instantly the

278:14

ability to set a winning metric and you

278:17

would set that as the reply rate. Now,

278:19

this isn't the optimal thing to do, and

278:21

I'm going to show you why in just a

278:22

second, but it is better than not

278:23

testing at all or not knowing the right

278:25

decision to make. The way that you

278:26

should choose split test winners is you

278:28

should come and look at the specific

278:30

analytics and not just look at the reply

278:33

rate. This is the reply rate here. It

278:35

might be 2% across the board, but if you

278:38

come over to opportunities, it might be

278:40

completely different. Now, usually reply

278:42

rate and opportunity rate will be in

278:44

line with one another, but not always.

278:46

That's why it's worth doing this

278:47

manually. So, I've included a prompt

278:49

here that you can also use to have AI

278:52

write your split tests for you. But by

278:54

the time this video is released, you can

278:55

come into freebies and use my AI split

278:58

test generator. Kind of just like the

279:00

cold email writer, but trained on all of

279:01

my prompts for generating the best

279:03

possible split tests. It'll be much

279:05

better than just using the prompt. But

279:07

here is the prompt if you do feel like

279:08

using it. You're an expert in cold email

279:10

copywriting. Your goal is to help me

279:12

craft variations of the following email

279:13

to AB test. Please only test one element

279:16

at a time. the preview text, subject

279:18

line and first sentence, the body of the

279:20

email, social proof and problem

279:21

solution, and the CTA. Use various

279:24

marketing and sales strategies in

279:25

different variations, but never change

279:27

the offer in any way. Now, output 30

279:29

variations of this email. 10 variations

279:31

testing each of the three elements. Here

279:34

is the original email. And that prompt

279:36

itself will get you 90% of the way

279:39

there. Okay. What you send is the most

279:41

important factor for delivering a cold

279:43

email. As I showed you earlier and

279:45

demonstrated, the fastest way to go to

279:47

spam is to say words that trigger a spam

279:49

trap. So, how do you know which words to

279:51

avoid? Well, there's tools that you can

279:52

use, and you start to learn these

279:54

intuitively over time. But if you're

279:56

interested, there's a full list of spam

279:58

trap words and phrases that you can

280:00

avoid. It's going to be available to you

280:01

in that giant resources document. And

280:03

there's some additional tools that you

280:05

can use that I typically reach for when

280:07

I'm checking for these spam trap words.

280:09

Now, I just use my AI models that you're

280:11

also going to have access to in other

280:13

resources. But some free things that you

280:16

can use are the instantly AI. So, you

280:18

can write your copy in here and then

280:20

have instantly check it for you using

280:22

their AI tools. That didn't used to work

280:23

really well. Now, it tends to be okay.

280:25

The tool that I used to recommend and

280:27

it's free and it still works really well

280:29

is Mail Meteor's spam checker. What is

280:32

better is email guards spam checker.

280:34

You'll need an email guard account and

280:36

you can kind of come into content spam

280:37

checker. It'll actually give you scores

280:40

and it's got a more extensive list of

280:42

words to avoid. Honestly, now that

280:44

Instantly's got theirs built right in, I

280:46

don't think you'll need to use anything

280:47

else. And they also help you replacing

280:49

those spam words. So, it doesn't get

280:51

much easier than that. At at this point,

280:52

I would say let's just use Instantly.

280:54

All right, this is a sensitive topic,

280:55

using unsubscribe links and opt- out

280:58

triggers. So, 2024, the advice was you

281:01

need to use them because it's the law

281:03

and it increases deliverability. We

281:06

quickly learned that that is not true.

281:08

It actually kills your deliverability if

281:11

you use any sort of unsubscribe link or

281:13

opt out language. So, as a general rule,

281:15

avoid using unsubscribe links of any

281:17

kind. And if you must add opt- out

281:20

language, do it in a really delicate

281:22

way. And I'll give you some examples of

281:24

what you can use. Some pro tips for

281:25

email one, don't use anything that

281:28

suggests they can opt out. Friends,

281:30

don't email friends with a way to opt

281:32

out. You can take the advice or leave

281:33

it. Now, some people in the comments are

281:35

probably going to say that you need to

281:36

add a way to opt out or unsubscribe. If

281:39

people want to opt out, they'll tell you

281:41

that they want to be removed. And all

281:42

you have to do is remove them. In my

281:44

decade plus of doing cold email, I

281:47

haven't seen a single instance where

281:49

somebody got a fine for sending a cold

281:50

email, even if it violated every CAN

281:52

SPAM law. But I will tell you that using

281:55

opt- out language or unsubscribe links

281:56

in email one will hurt your cold email

281:59

results. And remember, this stuff is

282:01

hard enough as it is. You want to give

282:03

yourself every chance to be successful.

282:05

However, if we are using an extended

282:07

sequence and we're sending three emails,

282:10

four emails, five emails, you want to

282:12

make sure to tell them that they can opt

282:14

out. And this is how I'll generally

282:16

present it. If I'm barking up the wrong

282:18

tree, just say away and I'll remove you.

282:20

Be careful not to use the word

282:21

unsubscribe because again, the ESPs know

282:24

what that is. They're going to detect

282:25

that it's a cold email and send you to

282:27

spam. But what a lot of people don't

282:29

realize about emails two and three is

282:32

that you're already in the inbox. If you

282:34

do email one correctly, you've already

282:36

made it through the spam filters. You're

282:38

already in their primary inbox. In

282:40

almost every case, Google and Microsoft

282:43

aren't going to take you out of their

282:44

inbox and put you in spam the third time

282:46

that you send them an email. So once

282:48

you're in the inbox the first time, you

282:50

can send a link. You can add optout

282:52

language if needed. That's why instantly

282:54

has this specific feature which is send

282:57

first email as text only so that you can

283:00

send other stuff in emails two and

283:02

three. So what about sending calendar

283:03

links or other links? Well, generally I

283:06

like to avoid sending any links in email

283:08

one plain text only. Remember email one

283:10

your goal is to get inside of their

283:12

inbox and avoid spam at all costs. Now

283:14

once you're in the inbox, like I said,

283:16

emails two and three also likely to be

283:18

in the inbox. So at this point you can

283:20

consider sending links after email one.

283:22

Now my recommendation is don't hyperlink

283:25

anything. You want to send highly

283:26

authoritative links such as a YouTube

283:28

link, a Calendarly link, a Loom video.

283:31

These are links that are going to

283:32

establish trust. People are familiar

283:34

with those websites and they know that

283:36

they're not going to get a virus by

283:38

clicking on a Calendarly link. And

283:39

remember that the reputation of the

283:42

domain affects the deliverability and

283:44

warnings. So, if you're a brand new

283:45

company and your website is cold

283:48

emailmonsters.com,

283:50

if you're sending them a link to your

283:52

GHL calendar and it's cold

283:54

emailsters.com/book,

283:55

it's going to have a much higher chance

283:57

of going to spam and it's also going to

283:59

have a less of a chance of getting

284:00

clicked because people don't trust that.

284:02

They don't know what it is. So, if

284:03

you're going to use links, make sure

284:04

that they're links people are familiar

284:06

with and willing to click on. Can you

284:08

send pictures or videos? Well, the

284:11

answer is probably going to surprise you

284:12

and it's that if you think it'll help

284:14

get the point across, demonstrate your

284:16

offer and improve reply rates, then go

284:19

ahead and try it. Run a split test, just

284:21

not an email one. But the overall

284:22

recommendation is no, we don't do it,

284:25

but I've done it successfully. For

284:27

example, have a client and they sell

284:29

commercial window replacement and

284:32

installation. Now, they identified a

284:34

problem that these commercial companies

284:35

are having with their existing windows,

284:37

and it's really hard to explain with

284:39

words. Really easy to explain with a

284:42

picture. So, we used it in email, too,

284:44

and it worked like crazy. We got a ton

284:46

of replies from that. Not all pictures,

284:48

not all videos are bad. Just make sure

284:50

that you're testing them and make sure

284:51

that you're not using them in email one.

284:53

And if you want to send a video, make

284:55

sure that it's a Vimeo or a Loom or a

284:58

YouTube. And a really good way to

284:59

approach the video situation if you want

285:01

to do it in email one is ask them if

285:04

it's okay to send them a video. That's a

285:06

really good CTA cuz all they have to say

285:07

is yes and then you can send them that

285:09

video. Another really important

285:11

deliverability point once they reply

285:13

it's no longer a cold email. You now

285:15

have an open dialogue with that person.

285:17

The ESP sees that. You can send them

285:19

whatever you want. It's now an ongoing

285:21

conversation. This is the same reason

285:23

you want to respond from the instantly

285:25

unbox and not do mail forwarding to a

285:27

different mailbox and then respond from

285:29

that other mailbox because it's now no

285:32

longer a dialogue and it's the first

285:33

time you're sending an email from that

285:36

mailbox to that lead. That probably made

285:37

more sense on the whiteboard earlier.

285:39

All right, so what about can spam laws?

285:41

The CAN spam act is basically a consumer

285:43

protection act and it dictates how you

285:45

can send cold emails. It's basically

285:47

saying cold email is legal as long as

285:49

you do it this way. some basic

285:50

requirements that are relevant to you.

285:52

And feel free to go watch my video on

285:54

CANSP SPAM breaking it down in detail,

285:56

but I don't think you need to. All you

285:57

need to know is they need a way to opt

285:59

out. You need a mailing address. If they

286:02

say stop or ask to be removed, you must

286:04

remove them. And the most important fact

286:06

of all, I've been doing this for over a

286:07

decade. I've worked with all of the

286:09

biggest cold email names in the

286:10

business. I've built hundreds of cold

286:12

email systems, a lot of which do not

286:14

follow those rules, and I've never heard

286:16

of a single violation. I'm about to show

286:17

you something pretty crazy. So, this is

286:20

a psycho person. It's a lawyer that we

286:22

sent a cold email to, and this was her

286:24

reply, report of abuse and violations.

286:27

She ended up being a lawyer that

286:29

basically attacks cold emailers. And she

286:33

emailed Google, Microsoft, she emailed

286:36

our domain register, our do our website

286:39

host, everybody saying, "These guys are

286:41

in violation of CAN SPAM Act of 2003.

286:44

Shut them down. Find them." She emailed

286:46

every authority. And I was actually

286:48

really scared because this happened in

286:49

2022. I thought we were gonna get fined.

286:52

I thought they were going to shut down

286:53

our website. I was so scared. After all,

286:56

she's an attorney. CEO Institute for

286:58

Social Internet Public Policy. That's

287:00

right on her signature. So, this

287:02

absolutely terrified me. And I thought

287:04

this was the end. We could can't send

287:06

cold emails anymore. And then we waited

287:08

and we waited and we waited and nothing.

287:11

Not an email from Google, not an email

287:13

from GoDaddy, not a single thing

287:15

happened. This is about as close as you

287:17

could possibly get to a real infraction.

287:20

This is a an attorney emailing all the

287:22

proper people with the proper evidence

287:24

and nothing happened. All right. Now,

287:25

let's talk a little bit in detail about

287:27

actually setting up your email

287:28

campaigns. So, there's a lot of nuance

287:31

when it comes to actually building these

287:33

sequences the right way. And there's a

287:36

lot of places that this can go wrong.

287:38

And if you're looking at this right now

287:40

and it's probably confusing you and

287:42

you're wondering why I haven't touched

287:43

on this yet, it's because I wanted to

287:45

dedicate some time to it. So, setting up

287:47

email campaigns. First, you want to

287:49

upload your leads. This is so that you

287:51

can actually use variables when you're

287:53

building cold email campaigns. I'm going

287:54

to show you what I mean by that when we

287:56

do a live campaign walkthrough. In fact,

287:57

let's skip this and let's get closer to

287:59

the walkthrough. Subsequences. So, these

288:01

are really powerful automations that you

288:03

can use to automate a lot of the the

288:05

replies, and they work handinhand with

288:08

the sequence itself. I'm going to show

288:09

you how to set these up as well. They

288:11

work on specific triggers or tags, so

288:14

you can automatically add somebody to a

288:16

subsequence. All right, so let's go

288:17

ahead and do a full campaign

288:19

walkthrough. So, you obviously seen what

288:21

it looks like when it's fully developed.

288:22

Let's go ahead and start one from

288:24

scratch. I'm going to do this in my

288:25

personal account. So, let's go ahead and

288:27

add new. I'm going to start a campaign

288:28

from scratch. You can just follow along.

288:30

This is going to be cold email

288:32

masterclass test. I like to name the

288:34

campaign by whatever industry or offer

288:37

that I'm using. So maybe this is my $97

288:39

offer and maybe I'm targeting, you know,

288:41

marketing agency owners. This way you

288:43

know exactly who you're targeting and

288:45

what the offer is, which is essentially

288:46

what you test in the in the campaigns.

288:49

Now, if I skip this lead section and I

288:50

go right into sequences, which is what a

288:53

lot of you are going to want to do, like

288:54

let's just start copy and pasting copy

288:56

in here. you're not going to be able to

288:57

do a few important things, uh, which is

288:59

when you click on this lightning bolt,

289:01

you're going to see placeholders come

289:03

in. So, if you want to want to use

289:05

placeholders, whether it's AI,

289:06

personalization, first names, cities,

289:09

you're going to need the leads to be

289:11

uploaded first. So, the first thing

289:12

you're going to want to do is add leads.

289:14

I'm going to go ahead and do this just

289:15

as a placeholder. I've got a few

289:16

doctor's list I can upload here. I'm

289:18

just going to go ahead and upload these

289:20

and then delete them when I'm done. So,

289:22

as I'm uploading, this is actually

289:23

important to to mention. Come through

289:25

and make sure that you're importing any

289:26

variables that you plan on using for

289:28

your campaign. This is especially

289:29

important if you plan on doing API calls

289:32

to do something with this after. So, for

289:34

example, if you want to run my reverse

289:36

lead magnet sequence, then you're

289:38

probably going to need their domain. So,

289:40

you can mark that as website. If you

289:42

want their company description or

289:43

keywords, then you can import this as a

289:46

custom variable and it's going to create

289:48

that keywords variable. You can select a

289:50

lead owner, check for duplicates, and

289:52

I'm going to go ahead and upload all.

289:54

You can also verify it here if you want.

289:56

I pre-verify them, so I don't worry

289:58

about that. Looks like websites been

289:59

selected multiple times, so let's just

290:01

get rid of it. I'll make it a custom

290:02

variable. Okay, cool. It's going to go

290:04

ahead and upload those leads. It's only

290:05

88, so it should be quick. What it's

290:07

also going to start doing is checking

290:09

the status of these leads. It's going to

290:11

check what mailbox provider they're

290:13

with, and you're going to get more and

290:14

more data as instantly processes these

290:16

leads. Now, if I wanted to add some sort

290:18

of AI variation, I can click on that

290:20

brain, do company name cleanup or run

290:23

any of these other prompts, and it's

290:24

actually going to import that as a

290:26

separate column here. But now what

290:28

you'll see is I can come into sequences

290:30

and now when I try and hit that

290:32

lightning button, now I've got my

290:33

placeholders. So, what I'm going to do

290:35

is I'm going to write my subject line.

290:37

Uh, let's use question. Import their

290:40

first name. And then what I want to do

290:42

in that first sentence is again, but I'm

290:45

going to reach for a different variables

290:47

here. Hey, first name, what's going on?

290:49

Had a question about your email

290:52

campaigns. Got a minute? Now, the other

290:53

thing that I want to do instead of copy

290:55

and pasting my signature into each of

290:57

these, I actually like to use the

290:59

signature variable. So, you'll see

291:00

account signature here. That's actually

291:02

going to import my signature from my

291:04

mailbox. So, I set that at the mailbox

291:07

level in bulk. Let's go ahead and save

291:09

that. And now I want to run some AI to

291:12

make sure that I'm using spin tax and

291:14

that I'm not using any banned words. So

291:16

I'm going to come into AI tools. Let's

291:18

do an AI spam words checker. Got a

291:20

minute. Do you have time to chat? Sure.

291:21

Let's go ahead and make that change.

291:23

Let's apply. Let's go into AI tools

291:25

again. Let's use the spin tax writer.

291:27

Now it's going to generate some

291:28

variations. Let's preview it. Hey Jason,

291:30

what's going on? I was wondering about

291:31

your email campaigns. Are you available

291:32

for a quick call? Cool. Let's go ahead

291:34

and save that. And then let's come up

291:35

with some different variations with some

291:37

different subject lines. So, I'm just

291:38

going to go ahead and create some

291:40

variations here. Let's do one without

291:42

their first name. And let's do a totally

291:44

different subject line here. We're going

291:45

to go ahead and save all of these. And

291:47

now we've got step one ready to go. This

291:50

is what it's going to look like. It's

291:51

got my signature already imported. We

291:54

can go ahead and do a deliverability

291:56

score on it. So, it's going to see how

291:57

it performs. Awesome. 100 out of 100.

292:00

Now, we can add step two and step three.

292:03

up here where it says subject, leave

292:05

empty to use the previous steps subject.

292:08

That means it's going to come in the

292:09

same thread as email one. I actually

292:11

really like doing that with email 2 just

292:13

as like a little bit of a bump, little

292:15

bit of a reminder. What's up? First

292:16

name. Did you catch my email yesterday?

292:19

And if I'm saying yesterday, you want

292:21

the send message to be one day. If you

292:23

want to say a few days ago, you can set

292:25

that to 3 days. Test a bunch of

292:27

different stuff and see what works. It

292:28

was about your email campaigns. Got a

292:30

minute to chat. If I'm barking up the

292:33

wrong tree, just say wrong tree. Throw a

292:36

little humor in there depending on who

292:38

I'm talking to. Uh, we don't need a full

292:39

signature for this one. I'm just going

292:40

to go ahead and say J. We're going to

292:42

save. We're going to do the same thing.

292:45

We're going to do AI spin tax generator.

292:47

And we're going to check for spam words.

292:49

Looks good. Awesome. We'll add more

292:51

variations here and then do a step

292:52

three. So, I like to wait even more

292:55

days. So, if that's three, let's do five

292:57

here. And then we'll just do the same

292:59

thing here in step three. configuring

293:01

additional AB variations, testing

293:04

whether it's in the same thread or

293:05

different threads. That's essentially

293:07

how you build an email sequence. It's

293:09

also important to note that you can save

293:11

templates. Um I tend not to, but you can

293:14

go through some of their different

293:15

templates to get ideas and then if you

293:17

want to save your own template, you can

293:19

go hit this dropown and save as

293:21

template. That way you can just call it

293:22

later on or in other campaigns. You

293:24

don't have to worry about copy and

293:25

pasting. Some other important notes

293:27

here. If you're in email 2 and you do

293:28

want to drop an image, then you can come

293:30

into more rich and insert image here.

293:33

And then you'll just drop the link to

293:35

that image. Okay, that's all you should

293:36

need to know to get kicked off. Now,

293:38

schedule. This is when the cold emails

293:40

are being sent. You can just leave this

293:41

as the default. This honestly doesn't

293:43

matter too much. And then options we

293:45

talked about in the cold email

293:46

configuration. And then options we

293:48

already talked about pretty extensively.

293:51

So that is sequences. And then once

293:52

you've launched it, so let's go ahead

293:55

and I'm going to click resume campaign.

293:57

And once I do, you'll see that

293:59

subsequences just popped up. Now I have

294:01

the availability to add some of these

294:03

subsequences. And if you remember from

294:05

earlier, these are sequences within

294:08

sequences. So for example, if in email

294:11

one, I I want to say reply video and

294:16

I'll send over a custom strategy. This

294:20

is a really good way to get them to say

294:21

video and then trigger an additional

294:23

email. So video trigger as a subsequence

294:26

and then you can do it if the the text

294:29

contains the word video. You can say

294:30

videos or maybe they spell it wrong and

294:33

you use video. You just want it to catch

294:36

all of that stuff. Can also just do this

294:38

generally if somebody's interested and

294:39

then it'll add them to that subsequence

294:41

automatically. And this works exactly

294:43

like you think it would. It can wait

294:44

usually zero days cuz you want to

294:46

respond as quickly as possible. Do you

294:48

want to send it in the same thread they

294:49

replied to? Do you want to open up a new

294:51

thread? Usually the same thread. And

294:52

then it can continue following up with

294:54

that person for you automatically. We're

294:56

back. You might notice I've changed.

294:58

Yeah, I've been recording this thing for

295:00

4 days. So, don't ever say that I don't

295:02

care about you. Most people would charge

295:03

a lot of money for a course like this.

295:05

I'm giving it to you for free. And I'm

295:07

giving you all of the resources that go

295:09

along with it for free inside of my free

295:11

school community. The link is down

295:12

below. You'd be stupid not to opt in and

295:14

grab all those free resources. Okay,

295:16

we're kicking back off with campaign

295:18

analytics. Now, this is one of my both

295:21

favorite and least favorite things is

295:24

tracking and data. But if you get really

295:25

good at this, then you're going to have

295:27

a superpower and a massive advantage

295:30

against your competition that aren't

295:32

tracking the results the right way and

295:34

their expectations are all messed up.

295:36

So, some bullet points to start off with

295:37

campaign analytics, and this is going to

295:39

be like cold email analytics in general.

295:41

You need to monitor them closely. You

295:43

don't just want to guess that

295:44

something's working or not working.

295:46

based on like sentiment in the uni box.

295:48

You really want to have concrete data

295:49

and Instantly does a really good job

295:52

with the data, but you need to know how

295:54

to use it and you need to know what to

295:56

look for. So, that's what we're going to

295:57

be talking about today. Specifically,

296:00

what's a high performing campaign? When

296:02

is a campaign solid and good enough to

296:04

scale? What's a bad result? How to dig

296:06

into those AB test variations? What are

296:09

some realistic expectations for you or

296:11

for your clients depending on what kind

296:13

of campaign that they're running? All of

296:14

that we're about to chat about. And then

296:16

what do you do if you see a sudden drop

296:18

in results? What are some of those alarm

296:20

bell signs that a campaign has died and

296:22

you need to go and resuscitate it right

296:24

away? All right, let's talk about these

296:26

high-erforming campaigns. Now, I've

296:27

showed you some already that are getting

296:30

absurd reply rates, some in the 20

296:32

percentiles. Is that realistic? Is that

296:35

something that you can expect when you

296:36

launch your cold email campaigns?

296:38

Absolutely not. And anyone who shows you

296:40

what I call instantly porn, which are

296:42

campaign analytics where you're getting

296:43

10 to 20% reply rates, you need to know

296:46

that it usually fits into one of two

296:48

buckets. It's usually a really targeted

296:51

signal campaign, such as the one that I

296:53

shared with you earlier where I'm

296:54

monitoring my spam box and sending them

296:56

a cold email if they land in spam.

296:58

That's a really high performing

296:59

campaign. The problem with campaigns

297:02

like that is they're super limited on

297:04

data. I can't scale that indefinitely. I

297:07

can't upload 10,000 people that have

297:08

emailed my spam box and expect it to

297:11

perform at that same rate. The other

297:13

type of campaigns that can reach reply

297:15

rates greater than 5 10 15 20% are

297:18

typically really targeted lists. So, one

297:21

example I I already shared with you was

297:23

our Inc 5000 campaign. After we won the

297:26

Inc. 5000 award for Otter PR, we scraped

297:29

the list of other winners. There's 5,000

297:31

of them. And then we reached out saying,

297:32

"Hey, congratulations on your recent

297:34

win. we were just, you know, at the

297:36

conference in California. Sorry we

297:38

couldn't connect with you. We won as

297:39

well. Would it be okay if we jumped on a

297:42

call and I helped you with this thing?

297:43

That campaign was a high-erforming

297:45

campaign. Again, the problem with it,

297:47

it's a targeted segmented list. So, one

297:50

thing you should think about is how can

297:51

I build as many of these high-erforming

297:53

campaigns as possible by latching on to

297:56

as many of these high-erforming signals

297:58

and maybe targeted lists that exist. And

298:01

we're going to talk about doing all of

298:02

that towards the advanced section. But

298:04

you should know as you're getting

298:06

started, you shouldn't worry about

298:07

these. You should totally ignore the

298:10

instantly porn because that's not going

298:12

to be a likely result for you if you're

298:14

scraping data from Apollo and pitching

298:15

them with your generic offer. Even with

298:17

lead magnets, there's almost no way to

298:19

hit these types of reply rates. Now,

298:21

some of the metrics that you see on this

298:22

slide, open rate greater than 70%. I

298:25

only know that because we used to track

298:27

open rates and that's around what we

298:28

were getting. Some of them as high as

298:30

90%. Reply rates greater than 5%.

298:33

Obviously, I've tracked up to 22% reply

298:36

rates, and I can show you a current

298:37

campaign that's getting that. I think my

298:39

spam campaign is getting around 22%

298:41

reply rates. But anything over five

298:44

should be considered a high performing

298:46

campaign. If you see a campaign getting

298:48

over 5%, you should immediately flag

298:50

that and say, "What is working here?

298:52

What am I doing? And how can I do more

298:54

of it?" Now, if you're getting a 5%

298:55

reply rate, but only a couple

298:57

opportunities, and most people are

298:58

saying, you know, go f yourself, then

299:00

it's not a high-erforming campaign. So,

299:02

I had to put opportunity rate in there

299:03

as well. A lot of these do need to be

299:05

positive opportunities. All right. So,

299:06

what is considered a good performing

299:08

campaign? What should you shoot for? If

299:10

you're using generic Apollo data, you're

299:12

using filters, you're doing it properly,

299:14

you're cleaning your data, you're using

299:16

a a good offer, potentially with a good

299:18

lead magnet, what can you possibly

299:20

expect? Well, typically those will get

299:22

around a 60% open rate. Again, we're not

299:24

tracking open rate. This is from

299:26

historical experience. And you should

299:28

shoot for a reply rate of around 2%. And

299:31

honestly, anywhere from 1 to 2% is

299:33

considered a good performing campaign.

299:35

Something that you can scale. And again,

299:37

you need to have opportunities in there.

299:39

It can't just just all be, you know,

299:40

wrong person, wrong contact, contact

299:42

that person. Those should not be counted

299:44

towards your reply rate. Those are

299:45

opportunity rates. So, you do need to

299:46

have around a 1% opportunity rate to

299:49

want to scale that campaign. What would

299:51

I consider a low performing campaign?

299:53

Well, typically if an open rate is under

299:55

50%, usually in like that 40 to 60% open

299:58

rate range, that typically means that

300:00

we're inboxing, but people just don't

300:02

want to open it. Again, historical

300:04

experience, we don't track open rates. A

300:06

reply rate of less than 1% and an

300:08

opportunity rate and less than.5%.

300:11

That usually means it takes us hundreds

300:13

of emails to book a call. And depending

300:14

on who you're trying to book emails

300:16

with, that's not such a bad thing. And

300:18

this is going to be the theme that I

300:19

really want you to think about when it

300:20

comes to looking at your analytics or

300:23

maybe you're doing this for clients and

300:24

you want to set expectations the right

300:26

way. There are so many variables that

300:29

are taken into account when I'm trying

300:31

to determine what to expect with an

300:33

opportunity rate with a campaign

300:35

success. Some of those variables are

300:37

obvious and we've already talked about

300:38

them. Who we're reaching out to. If that

300:40

person is somebody who is targeted by

300:42

cold emails really frequently, campaign

300:44

results go down. If they're giant

300:46

companies, campaign results go down. If

300:49

you don't have a unique and competitive

300:50

offer, campaign results go down. If you

300:53

don't have a good lead magnet or you're

300:54

asking too much in your CTA, campaign

300:56

results go down. But honestly, the

300:58

biggest tell is who you're reaching out

301:00

to. So, just a note, especially if

301:02

you're managing clients and you want to

301:04

give a guarantee, it's really hard to do

301:06

until you have all of that information

301:08

in front of you. You need to learn about

301:10

the offer, learn about the target that

301:12

they're trying to reach. And even if you

301:13

do have all of that information, if

301:15

you're not targeting a segment where we

301:16

have a lot of historical information

301:18

about what to expect, it can be hard to

301:20

predict. If you're interested in getting

301:22

some of those industry standards, like

301:23

maybe you're running a staffing and

301:24

recruiting offer, maybe it's a marketing

301:26

agency offer, and you want to know what

301:28

those industry standards are, you need

301:29

to get the resources that are inside of

301:32

this course document. It's going to be

301:34

here for free inside of my school

301:36

community. It's just school.com/le-gen

301:39

and it's going to be pinned here at the

301:41

top. It's not here now. because I'm

301:43

waiting to finish this video to actually

301:45

make all of the resources using

301:47

everything that I'm basically saying

301:49

here. So, if you haven't already,

301:50

download that now. Okay. So, now we can

301:52

talk about mailbox analytics. You can

301:55

check the account analytics inside of

301:57

instantly and the analytics section. So,

301:59

let's just walk through this briefly.

302:00

So, this is my PR agency account. We're

302:02

going to come into the analytics

302:04

section. Now, remember, you can access

302:06

analytics in two places. You can do it

302:08

in the campaigns section uh where you

302:10

can just go campaign by campaign, get a

302:12

broad overview, see what's going on, and

302:15

then you can open up each individual

302:17

campaign and get analytics for the

302:20

specific segments and split tests. But

302:23

let's go into the broader analytics tab

302:26

first and see kind of what options I

302:28

have and what I'm looking at. I'm going

302:29

to change this to the last 4 weeks

302:32

because I'm most concerned with what's

302:34

going on recently. All right, so let's

302:36

break down these different elements so

302:37

you can at least understand what you're

302:39

looking at. Total emails sent. This is

302:41

actually one of the main metrics that I

302:43

track with my team. It's up to my team

302:45

to make sure that our campaigns are

302:47

active and sending and if a campaign

302:49

finishes, they get more leads in there.

302:51

I don't do that personally. My team does

302:53

that. So, I'm tracking this on a week-

302:55

toeek basis to make sure that they're

302:57

doing their job and we're sending a good

302:59

amount of emails. So, right now we're

303:01

doing about 700,000 every four weeks

303:04

just from this account. We've actually

303:06

got two more workspaces that we're doing

303:08

different stuff in. You'll also notice

303:10

that open rate and click rate are 0%.

303:14

Why do you think that is? That's right.

303:16

We're not tracking either of these

303:17

things. Tracking open rate or click rate

303:20

adds tracking code into the email and

303:22

that destroys your email deliverability.

303:25

So, this should be 0%. And if it's not

303:27

0%, you need to go and adjust your

303:29

settings because you're doing something

303:30

wrong. The next thing we look at is

303:32

reply rate. Reply rate is probably the

303:34

most important metric that you're going

303:36

to be looking at to determine a

303:37

campaign's success. Opportunities matter

303:40

a lot, too. But typically, opportunity

303:42

rate and reply rate will be 1 one. So,

303:44

the only time the opportunity rate and

303:46

the reply rate are not one is if you're

303:48

using very different offers or very

303:50

different lists. But in most case, they

303:52

will be one to one. All right. So,

303:53

campaign analytics, self-explanatory.

303:55

This is the campaign. What I just showed

303:57

you in the slide was account analytics.

304:00

And we kind of touched on this earlier.

304:01

This really just looks at mailbox

304:03

health, but not even health. It's really

304:04

saying how many emails this is sending

304:06

and how many replies it's generating.

304:08

Good combined score means that mailbox

304:10

is performing well. If you come to the

304:12

bottom, then there's a good chance there

304:14

might be an issue with some of these

304:15

mailboxes. So, one thing that might be

304:17

worth checking is coming down here and

304:18

saying, "All right, why is this combined

304:20

score not as high as some of the other

304:22

ones?" All right. So, what if you're in

304:24

your Instantly account and you're

304:26

looking through your campaigns and you

304:28

see one campaign just doing horribly and

304:31

you want to know why. You want to

304:32

investigate that campaign. Let's open up

304:34

the campaign and let's see what's going

304:35

on here. Now, if you followed my advice

304:37

so far, then you made your life easy and

304:40

you just put all of your mailboxes on

304:42

all of your campaigns and you're letting

304:44

instantly cycle through them and do its

304:46

thing. If you're doing it that way, then

304:48

you're probably not going to see

304:50

anything useful here in account

304:52

analytics because they're all cycling

304:54

through everything and you're not going

304:55

to be able to tell what the root cause

304:57

is. So, how do you know if you have a

305:00

problem with deliverability or a problem

305:03

with the campaign itself? And then if

305:05

the problem is with the campaign itself,

305:07

where is the problem? So, let's say this

305:09

campaign wasn't working. So, the first

305:11

thing I'm going to do is go into my lead

305:12

list here. Now, I want to know if I'm

305:15

actually emailing good people. So

305:16

there's definitely a chance that you

305:18

pulled a bad list from Apollo. And if

305:20

you send emails to a bad list or to

305:21

people who aren't relevant, you've got

305:23

no chance of winning. So the first thing

305:25

I do is come and I skim my lead list and

305:27

say, "Okay, do do these companies look

305:30

like they would be a good fit for me."

305:32

And if you import more information about

305:34

them, then you're able to tell a little

305:37

bit more about these companies. I'm

305:38

looking for any trends. Uh, you know,

305:40

Google, a lot of these are Microsoft, we

305:43

got a a Yahoo. So, it's good to know

305:44

here what providers that I'm emailing

305:46

because maybe for that specific

305:48

provider, I'm landing in spam. That's

305:50

absolutely possible. And then what's

305:52

going on with the statuses here? Are a

305:53

ton of them saying not interested? Are a

305:56

lot of them contacted? Are any of them

305:58

bouncing? These are all really important

306:00

things that I need to know, especially

306:01

if they're bouncing. Now, if everything

306:02

looks normal here, you don't see any red

306:04

flags, then you can come and let's judge

306:07

your copy. So, it might be something

306:09

that you're saying in the copy that's

306:11

landing you in spam, or there's

306:12

something else that can happen that's

306:14

not landing in spam that you may as well

306:15

be in spam. So, an email might end up in

306:18

your inbox, but it might show up with a

306:20

big flag on it. So, if you've ever

306:22

opened an email and you've seen

306:23

something like this, maybe it's in your

306:25

inbox, but you see this message seems

306:27

dangerous or be careful with this

306:29

message. That can definitely happen when

306:32

you're sending cold emails and you'll

306:34

never know that you're in spam because

306:36

the deliverability test won't tell you

306:37

that you are. And this is like a death

306:40

warrant for a cold email. If you see

306:41

this, you're basically screwed. So, what

306:43

you want to do is do a deliverability

306:45

test with your specific copy from one of

306:48

the mailboxes in the campaign. So, you

306:50

can start with the top level test if you

306:51

want. Just come into preview and then

306:53

check the deliverability score. But

306:55

honestly, that's really not going to

306:56

tell you the information that you need

306:57

to know. What you're going to want to do

306:59

is log in to one of these mailboxes and

307:01

then copy this copy here and put it into

307:05

Glock apps and then do an actual test

307:08

with this copy from that mailbox and see

307:10

what happens. And a little added bonus

307:12

for that test, also send that email to

307:15

yourself at various other business

307:16

emails and personal emails and see how

307:19

it shows up. If it shows up normally,

307:20

you're in the clear. If it has a big

307:22

flag on it, then you should be a little

307:24

bit scared. If all of those tests are

307:26

clear, then it's probably just your list

307:28

and your offer. And then you can go back

307:30

to the three pillars and just work on

307:32

refining your list better, finding

307:34

better leads, and then you'll want to

307:35

refine your copy. Split test different

307:37

preview text, split test different

307:38

bodies, and split test different calls

307:40

to action. All right, so that's how to

307:42

check if it's a mailbox issue versus a

307:44

campaign issue. If it's a mailbox issue,

307:46

you'll probably see it inside of your

307:48

inbox placement testing. But this is not

307:51

going to be testing the specific copy

307:53

that you're using in that campaign.

307:54

That's why that Glock apps test becomes

307:56

so important. We just talked about

307:58

testing your mailbox deliverability for

308:00

low performers. And if all of the

308:02

mailboxes in that specific campaign are

308:04

having issues, then it's the campaign's

308:06

fault. And remember, the inbox placement

308:08

testing does this automation

308:10

automatically. But if the mailbox is

308:12

having issues, then you can remove it

308:14

from the campaign and warm it and then

308:16

put it back in once it's performing

308:18

well. And all of that is automated now

308:19

with the inbox placement testing. Just a

308:21

little bit about link tracking. We're

308:24

not tracking links now. So back in the

308:26

day, I used to advise to track links and

308:28

each link click that you got was

308:30

essentially somebody that was interested

308:32

in your offer that you could pixel and

308:34

serve retargeting ads to. We'll talk

308:35

about that more in depth when we get to

308:37

the advanced section and talk about omni

308:39

channel. But right now, we want to make

308:41

sure your link tracking is disabled. So,

308:43

if you are going to use links in emails

308:46

two and three, cuz we're not using them

308:47

in email one, make sure to come into

308:49

options and make sure that open tracking

308:52

is disabled and link tracking is

308:54

disabled as well. All right, we've done

308:55

most of our analytics walkthrough, but

308:56

let's do a couple of additional things

308:58

specifically with the split testing.

309:00

Now, if I'm in the campaign analytics,

309:02

and to be honest, this is where I spend

309:04

most of my time. I never really use this

309:06

analytics tab. I'll come into the

309:08

campaign analytics because that's what

309:10

I'm most concerned about. And I'm most

309:12

concerned about my split test results.

309:14

So, some things to to notice here. We've

309:16

got reply rate. I've got positive reply

309:18

rate cuz that's really important to me.

309:19

I've got opportunities. And if you want

309:21

to adjust what displays here, you can

309:23

just click on that gear icon and add or

309:25

remove things that are important or not

309:27

important to you. like conversions. We

309:29

don't track that inside of Instantly.

309:31

It's not an important metric for me. And

309:33

by the way, you can export these really

309:34

easily by hitting that share button. So,

309:36

if you've got clients that you want to

309:38

share this with, you can change the

309:39

name. It's a a really cool analytics

309:41

dashboard. All right. So, I just opened

309:42

up a campaign with a couple of split

309:44

tests that are actively running. So, we

309:46

can actually make some decisions in real

309:48

time. So, as you can see, we've got a

309:50

few that we already turned off because

309:51

they were underperforming the control.

309:53

So, you should always have a control.

309:55

You should have a standard that you use

309:56

and you kind of know what to expect the

309:58

the predictable best performing

310:00

campaign. That way when you're creating

310:02

these variations, you can test against

310:05

that control and make easy decisions.

310:07

But let's take a look here. Looks like

310:08

these two were recently turned off. I

310:10

didn't do this. My team did this. And I

310:12

know that because they've sent just

310:15

about as many emails as these guys. So

310:17

what I'm looking at here, these all kind

310:19

of got 2% reply rates across the board.

310:22

The difference is this one specifically

310:24

is getting way more opportunities than

310:27

the other ones. So even though this one

310:29

has more replies, this one has

310:32

significantly more opportunities. So I

310:35

think I have enough information here to

310:37

go ahead and turn off variation D. Now,

310:40

you should note while we're talking

310:41

about AB testing that there's something

310:42

called statistical significance, which

310:45

essentially means, do you have enough

310:46

data to conclusively decide that that

310:49

decision is the right decision? And

310:50

there's equations that you can pop these

310:52

into. But if you're on the fence and

310:54

you're not sure if it's the right

310:55

decision, I can go ahead and take a

310:57

screenshot of these two. And watch this.

310:59

We're just going to go into chat GPT.

311:02

I'm going to add this image. So I said,

311:04

does this test have enough statistical

311:06

significance to choose a winner looking

311:07

at opportunities as the key metric and

311:09

it'll actually run that equation for you

311:11

and just tell you whether or not it's

311:14

safe to choose that that option over the

311:16

other option. This one says no. It's not

311:18

quite there. Now, you can decide whether

311:20

or not you want to want to use that

311:23

advice, and it's typically based on

311:25

power. Power basically means, do you

311:27

have enough data with a big enough

311:29

difference for this to count as

311:32

statistically significant? And you can

311:34

wait for it to get higher and to make

311:37

that decision, but I'm just going to go

311:39

ahead and eyeball this, which is

311:40

probably not the right thing to do for

311:42

giving advice to you. You should

311:44

probably wait until it's statistically

311:45

significant. But this is likely going to

311:47

be the better performing campaign. All

311:49

right, step three also has a test

311:50

running and it's good that we started

311:52

with this one because there's a pretty

311:53

notable difference here. Now, let's look

311:55

at step three. They have essentially the

311:58

same reply rate and essentially the same

312:00

opportunity rate. So, at some point, you

312:02

probably have to say, you know, this has

312:04

sent a lot of emails. There's probably

312:07

not going to be a difference between A

312:09

and B. They're not different enough. you

312:11

need to add a bigger variable that's

312:13

going to make a bigger difference in

312:15

that specific split test. So, what I'm

312:16

going to do here is turn off variation

312:18

B. And honestly, it doesn't matter which

312:20

one. I don't think there's there's going

312:22

to be a difference when it comes to the

312:24

results between A and B. And now, as a

312:26

new test, I'm just going to go ahead and

312:28

copy this copy, put it here, and I'm

312:30

going to try and do it in a different

312:31

thread versus the same thread. That's a

312:33

really good test that you can run on

312:35

email 3. So, I'm just going to add a

312:36

quick subject line. Yes or no. That's a

312:38

good one to test. And then we'll let

312:40

that collect more and more data. Now,

312:41

important to note while we're in

312:42

analytics, I kind of mentioned this

312:44

earlier, but if you come into

312:46

preferences and scroll all the way down,

312:48

make sure use version 2 analytics is

312:51

turned on. I don't know why they don't

312:53

do that by default, but it does give you

312:54

more accurate reporting. All right.

312:56

Next, I want to talk about something

312:57

really important that's often

312:59

overlooked, which is actually managing

313:01

your cold email system. How we make sure

313:03

that our system stays oiled and

313:05

well-maintained. So, yes, Cold Email has

313:08

literally automated our entire marketing

313:10

strategy, but I'd be lying if I told you

313:12

that it was just a set it and forget it

313:14

thing. It's not. It's a welloiled

313:16

machine that requires maintenance and

313:18

care, some tender love and care. Now,

313:20

I'm now going to show you exactly how we

313:22

run our cold email systems that send

313:25

over a million emails every month. And

313:27

I'll show you how to automate as much of

313:29

it as possible. All right, so managing

313:30

your cold email system. We're at a point

313:32

now where we have our team that's in

313:34

there responding to leads, making sure

313:36

that it's wellmaintained. So, there's an

313:38

SOP that we give to our team. And here's

313:40

essentially what it entails. We have one

313:42

person who's basically in charge of

313:44

responding to interested leads. I'll

313:46

show you how to automate as much of that

313:47

as possible. Another person who's in

313:50

charge of adding new leads, deleting old

313:52

ones, recycling leads, and doing the

313:55

continuous improvement and testing. So,

313:57

typically an optimized machine has those

313:59

two people. and I haven't seen a

314:01

situation where they're the same person.

314:03

Now, if you followed my instructions so

314:05

far and you're ready to start your cold

314:06

email machine for the first time, this

314:08

is essentially the order in which you

314:10

should do it. First, once you've got

314:11

your mailboxes uploaded, you should do a

314:13

health check on all of your mailboxes

314:15

and sequences. Run through and do

314:16

testing just like all of those points

314:18

that I I showed you earlier. Test the

314:20

DNS records, test the deliverability.

314:22

All of those things should be done prior

314:24

to actually pushing the start button.

314:26

You should make sure that your mailboxes

314:28

are set to slow ramp with a max of 20

314:30

per day. Just to show you what that

314:32

looks like, you're going to come into

314:33

your mailboxes, your mailbox settings,

314:35

daily campaign limit set to a max of 20

314:38

as you're getting started. Once it's

314:40

once it's ramped, you can go up from

314:41

there. Max 20. And then make sure

314:43

campaign slow ramp is on. If it's not,

314:46

it'll go from 0 to 20 immediately. And

314:48

that's a red flag for spam. You want to

314:50

make sure that your domains are at least

314:51

30 days old. You have a 100% health

314:54

score on all of your mailboxes. and your

314:56

spin tax and your personalization are

314:58

all in place and they look good. Go

315:00

through the copy, test the copy, send

315:02

some deliverability tests with that

315:04

copy. Then you're going to tag your

315:05

mailboxes and add all of those mailboxes

315:08

to a campaign. So let's say they all

315:10

have this Google legacy tag. I'm going

315:12

to come into a campaign, come into my

315:14

brand new campaign, come into options,

315:17

and just add that tag. And that tag will

315:19

automatically pull in all of those

315:20

mailboxes. Make sure those advanced

315:22

deliverability settings are enabled.

315:24

They do help a lot, especially when

315:26

you're getting started. And just to

315:27

reiterate some of those advanced

315:29

deliverability settings, you're going to

315:30

come into your settings. You're going to

315:32

come into preferences, sorry, advanced

315:34

deliverability, and make sure hostile

315:36

prospects are being skipped. Unlikely to

315:38

reply, you can either skip or send last.

315:40

And then in the campaign themsel, come

315:42

into options and then deliverability

315:44

optimization. Those are checked. And

315:46

then at the bottom here, allow risky

315:48

emails. Make sure both of these are

315:49

unchecked. You do not want to allow

315:51

risky emails. Finally, the number one

315:53

thing that you need to do is make sure

315:55

that the app is downloaded and that

315:57

you're going to get positive reply

315:59

notifications. So, we already kind of

316:01

talked about those positive reply

316:02

notifications. You want to make sure

316:04

that you are the owner or somebody is

316:06

the owner of that of that specific

316:08

campaign so that they get those

316:10

notifications. And then at the very

316:12

least, you come into preferences, email

316:15

preferences. You make sure that positive

316:17

reply notification is turned on. Again,

316:20

ours is turned off because we use some

316:21

advanced automations which I will show

316:23

you soon. Now, by far the most important

316:25

job that you have when you're running

316:27

and maintaining your cold email machine

316:29

is responding to your interested replies

316:32

fast. This is the most important thing

316:33

that you need to do and this is the

316:35

number one area where my clients drop

316:37

the ball when we deploy their cold email

316:39

systems. You should be using the

316:40

instantly unbox. You should be getting

316:42

those positive reply notifications. You

316:44

should have the Instantly app downloaded

316:46

on your phone so you can get there and

316:48

reply as quickly as possible. You should

316:51

reply fast within five to 10 minutes if

316:53

possible and personalized if you can. I

316:56

mean, actually read their reply.

316:57

Actually go look at their company and

316:59

then say something personalized to them

317:01

instead of just reaching for a canned

317:03

response. But speed is more important

317:05

than personalization. If you can get

317:07

there fast with a canned response, I

317:09

care about that much more than you

317:10

taking hours and coming up with

317:12

something personalized. And then if you

317:13

want, use the instantly CRM to track

317:16

your opportunities. Especially as you

317:18

have more and more opportunities coming

317:19

in and you have somebody in charge of

317:21

replying, you can then put somebody in

317:24

charge of managing this CRM so that

317:26

they're constantly replying to people

317:27

and moving people through and just

317:29

keeping track of those opportunities and

317:31

deals. All right. So, what should you

317:32

say in a reply? Here are some basic

317:34

principles that you can follow when

317:35

you're replying to cold emails.

317:37

Important to note, once somebody

317:39

responds, the next email that you send

317:41

to them is no longer a cold email. It's

317:43

now a warm email because you have an

317:45

active conversation and you can send

317:47

them basically whatever you want. So, if

317:49

you get them to reply, now you can send

317:50

them that link. Now, you can send them

317:52

that image. Now, you can send them that

317:53

video. Now, you can say the word sale

317:56

and fast and deal, things that you can't

317:59

normally say in a cold email because

318:00

it's not going to get delivered. Now, it

318:02

will. And just to reiterate, we're not

318:04

using mailbox forwarding for this

318:06

reason. If you do mailbox forwarding and

318:08

you reply from a different mailbox, it's

318:10

now a cold email again. Now, they're

318:12

going to want to keep the conversation

318:13

in the uni box until they take some sort

318:16

of action. So, a lot of people will get

318:18

that interested reply and they'll say,

318:20

"Cool, they're interested. Let me just

318:21

add them into my CRM into a drip

318:23

sequence." You don't want to do that

318:25

because now they're getting an email

318:27

from some domain that they haven't had

318:30

any interactions with and they're not

318:31

expecting that email and it's not coming

318:33

in the same thread. So, it's just not

318:35

what you want to do. It's not best

318:36

practice. You should keep the

318:37

conversation inside of the uni box until

318:41

they take some sort of action. You're

318:43

trying to push them toward booking a

318:44

call or push them toward filling out

318:46

some kind of form or asking for a lead

318:48

magnet. And once they fill that form or

318:50

book that call, you should already have

318:52

an automation in place that puts them

318:53

into a drip sequence, a nurture

318:55

sequence, a reminder sequence. If you

318:57

don't, then start there before you do

318:58

any of this because that's like basic

319:00

business conversion stuff and you should

319:02

watch my free master class on GoHighle,

319:04

which is on YouTube. And if you don't

319:06

already have a main CRM, you can grab a

319:09

sub account with GoHighle with me with

319:11

all of my snapshots by going to

319:12

leadgenj.com/crm.

319:15

Everybody needs a CRM that's separate

319:17

from instantly. This is where you house

319:19

your interested leads. If they book a

319:21

call, they'll do it in this GHL CRM and

319:23

it automatically adds them into a

319:25

nurture sequence and a reminder

319:26

sequence. So, if you don't already have

319:27

a CRM, you can grab it here for $49. And

319:30

this is free for my insiders. So, if you

319:32

already thinking about joining my my

319:34

insiders program, which is my coaching

319:36

and highle program for cold email and

319:38

marketing systems, then we do give go

319:40

highle CRM with all of my snapshots for

319:43

free. And just to reiterate, you should

319:44

already have an automation that adds

319:46

them from that action booking a call

319:48

into your primary CRM. And if you're

319:50

using GoHigh Level, your calendar is

319:52

already in your primary CRM. All right.

319:54

So, I wanted to do a quick walkthrough

319:56

of the Univox because it is such an

319:58

important place for you to live and

320:00

breathe and and master. So, on the lefth

320:02

hand side here, you'll see status. So,

320:04

you can filter by different tags and you

320:06

can add different tags. So, if you're in

320:09

conversations with somebody and you want

320:11

to filter by those specific types of

320:14

conversations, you can go ahead and do

320:15

that and tag them here. You can filter

320:17

by campaigns. If you're interested how a

320:19

specific campaign is performing or how

320:22

people are responding to that new offer,

320:24

you can come and segment just by

320:26

campaign. You can do it by inbox. So, I

320:28

almost never use that, but you can do

320:30

it. And then you can come and see, okay,

320:32

unread only, reminders only, scheduled

320:33

emails, inbox. Now, let's take a look at

320:36

some of the the options that we have

320:38

when somebody is replying. Right now,

320:39

this is pretty much everything. I've got

320:41

interested, not interested, but this is

320:43

my primary inbox. These are people who

320:45

are added as leads within the instantly

320:47

CRM. These are people that I'm paying

320:49

for. They're part of my lead quota. The

320:51

others are all of the other emails that

320:53

are coming in to those mailboxes that

320:55

are not leads that are in the instantly

320:58

system. It might be really old leads

321:00

that have been removed to make space for

321:02

others, which I think this one is. Yeah,

321:04

this one likely is this guy responded on

321:05

May 30th. It's now June 22nd and there's

321:09

a good chance that this guy has already

321:10

been removed. Or if somebody responds

321:12

from a different email address, it might

321:13

show up in here as well. So this

321:15

scott.com,

321:17

we may have emailed him at a different

321:19

email address and now he's responding

321:21

from a different email address. This

321:22

happens really often. So you got to make

321:24

sure that you check this others tab

321:25

because sometimes you're going to find

321:26

some gold in here. Now what you can do

321:28

uh say Scottsummit is somebody who is in

321:31

our contact database under a different

321:32

email. You can click on these three dots

321:35

and attach lead. So actually let's see

321:37

if we have a different Scottsummit. So

321:39

you would just find the lead that it

321:40

matches to and that'll bring it to your

321:42

primary mailbox and basically merge

321:44

those contacts. That's an important one

321:46

you should know about. You can also do

321:47

some basic stuff here like set

321:48

reminders, delete, mark as unread. This

321:51

is all from the others box. I just want

321:52

to make sure that you're checking it

321:54

because especially if you're deleting

321:55

leads from your system, people might end

321:57

up responding late. So this one for

322:00

example, just seeing this, you can go

322:01

ahead and send your calendar if it's not

322:03

too late. This happens all the time. So

322:05

make sure that you're checking your

322:05

others box and responding to these

322:07

others emails. Let's go to your primary

322:09

box. This is where you'll spend most of

322:11

your time. This is where the the leads

322:13

are. Everybody's tagged. So let's open

322:15

up one of these. This guy just said,

322:16

"Huh?" I don't know why it marked him as

322:18

interested. Their AI is not perfect. So

322:20

from here, you've got a few options with

322:22

what to do with this guy. I already

322:23

mentioned that you can move them into a

322:26

campaign or a subsequence. So if

322:28

somebody's like follow up in 30 days or

322:30

follow up in Q2, you might want to make

322:32

a subsequence or a campaign for that.

322:34

Just a follow-up sequence that waits 30

322:36

days and then hits them. Or if they ask

322:38

for pricing, maybe you have a campaign

322:39

for pricing. Just really fast ways to

322:42

respond and add them into another

322:43

sequence. You can add notes for you or

322:45

for your team. We don't really use this

322:47

too much. This is new. So, if someone's

322:49

a really good lead, they're highly

322:51

qualified, they're perfectly relevant,

322:52

you can try their AI to find similar

322:54

leads. We already talked about delete

322:56

lead add to block list. This is one that

322:57

you might want to think about using more

322:59

often than not. If somebody is rude or

323:02

they're retired, you might want to add

323:03

them to that block list. So, let's talk

323:05

about options for replying. We've got

323:07

reply, reply all, that's all normal. I'm

323:09

going to go ahead and reply. Now, Insta

323:11

is a little bit laggy, but normally

323:12

it'll start recommending a reply here

323:14

because my Open AI is integrated and

323:17

it'll start showing it in like a faded

323:19

black text. But what that recommended

323:21

reply is is their best guess at the

323:24

canned response that I would use. So,

323:25

these reply macros are unbelievably

323:28

useful, especially in your mobile app.

323:29

So, hit that pound button and then that

323:31

opens up your macros. Now, you can

323:33

choose kind of pre-mplated responses

323:35

that you can import here or create brand

323:37

new ones. So, I can go ahead and hit

323:39

pound and say create and then start

323:41

making a reply macro here that I can

323:43

call at a later time. You should start

323:45

building a whole database of these and

323:47

then start using them when you're

323:48

replying and instantly got AI that's

323:51

watching. They're learning what they

323:53

said, what reply macro that you used,

323:55

and they're learning from all of that

323:57

data so that they can recommend the best

323:59

reply macros for you and then

324:01

potentially even turn on full AI inbox

324:04

management. Another thing I want to

324:05

point out here, now that I've got these

324:07

replies open, I can set additional

324:09

reminders. If no reply in one week, then

324:11

remind me to follow up. This is really

324:12

useful because every person that replies

324:15

to you is an interested lead and you

324:17

worked really hard to get that person to

324:19

reply. You went through all of that and

324:20

now you've got somebody qualified who

324:22

wants to hear more. Just because you

324:24

send them information doesn't mean

324:26

you're going to hit them at the right

324:27

time. Doesn't mean all their questions

324:29

are going to be answered. So, if you're

324:31

new at this and you have limited lead

324:33

flow coming in, definitely recommend

324:35

using this. If no reply, then remind me

324:37

to follow up. Sometimes it takes two,

324:39

three, four replies for you to actually

324:41

get that person at the right time to to

324:44

a call. So, what you should do when you

324:45

come into your unbox for the first time

324:46

every day, uh, come in to lead and then

324:49

go through all of the ones in your

324:50

primary mailbox and don't just skip over

324:53

the the notinteresteds. Some of these

324:55

notinteresteds are actually interested.

324:57

These are not. But this one is an open

324:59

opportunity. We're not interested in

325:01

paid placement. Thanks. I could easily

325:03

say, "Cool. That's not what we focus on.

325:05

We do earned media. Uh, does that change

325:08

anything?" So, just cuz they marked them

325:09

as not interested does not necessarily

325:11

mean that they're not interested. And

325:13

another thing you can think about with

325:15

what I call soft nos. This is a soft no.

325:18

This is somebody who took the time to

325:19

actually reply to me. They didn't say

325:21

anything rude. They didn't say, "Oop me

325:23

out. Never contact me." They said,

325:24

"We're not interested right now.

325:26

Thanks." For cases like this, you might

325:28

want to consider sending them a reply

325:30

anyways. And a reply might look

325:31

something like this. Thanks for

325:33

responding. I understand you're not

325:34

interested in paid placements. Uh if you

325:38

are ever interested in a really

325:39

reputable PR firm, here's some of our

325:41

case studies. Link to your case studies

325:43

page. I hope you have an awesome day. I

325:45

really appreciate you taking the time to

325:47

respond. Now, they have a link to your

325:48

case studies page that they can click

325:50

on. And there's no way that they're

325:51

going to report you in as spam after

325:53

that because they already took the time

325:54

to respond. They were courteous. you

325:56

were courteous back and now you've left

325:57

them with some case studies and and an

325:59

additional option instead of just

326:00

leaving them on red and you can come up

326:02

with a really simple soft no reply macro

326:05

for that. That way anytime you get a

326:07

soft no, you can just call that reply

326:08

macro and now you've significantly

326:10

interested the responses that you're

326:12

sending out. Okay, let's talk about

326:14

fastest ways to blow it with your leads.

326:16

There's a there's a couple obvious ones

326:18

taking too long to respond. If they go

326:20

days without hearing from you, then they

326:22

already forgot that they answered your

326:23

cold email. then you should still reply,

326:25

but you may as well not cuz it's

326:26

probably not going to work. If somebody

326:28

asks you a specific question as their

326:31

reply, you know, how much does it cost?

326:32

And you send them a canned response that

326:34

doesn't address their question, it's a

326:36

really fast way to get marked as spam

326:38

and definitely not replied to. So, if

326:40

somebody asks you a specific question,

326:42

address their question first. You know,

326:43

thanks for asking about pricing. It

326:45

ranges from this to this. I'd love to,

326:47

you know, hear about what your needs are

326:49

and that way I can give you a more

326:50

accurate quote. And then insert your

326:52

spiel or calendar link. You also don't

326:54

want to info dump on them. So, right

326:56

now, we're in the discovery phase.

326:57

You've baited them. They're interested

326:59

in what you have to say. They're

327:00

interested in your offer, and they've

327:02

replied that they want more information,

327:04

but your goal isn't just to give them

327:05

all the information. No, your goal is to

327:08

get them onto a call. That way, you can

327:10

start the sales process. So, if they

327:12

ask, you know, how much does it cost,

327:13

and you just tell them, you know, it's

327:15

$5,000, here's all the benefits, here's

327:17

what it comes with, and you just info

327:19

dump on them, now they've got no reason

327:20

to get on a call with you. You really

327:22

want to get them onto that call and you

327:24

want to leave some room for discovery,

327:26

some curiosity gap so that they can

327:28

figure out, okay, you know, maybe I need

327:30

to figure out if this is the right fit

327:32

for me. I want to hear how they do it.

327:34

And you need to be able to sell to them

327:35

in a in a call format. So, don't info

327:37

dump. It's a really fast way to get

327:39

ghosted. If you want to blow it with

327:40

your leads, don't give them a clear next

327:42

step. So, when you're sending a reply to

327:45

your leads, you need to have a very

327:46

specific call to action in all of your

327:48

emails. So, it's not just here's the

327:50

pricing. It's here's the pricing. If

327:52

this makes sense, let me show you the

327:54

strategy that we're going to use to

327:55

accomplish the goal for you. Do you have

327:57

15 minutes next Tuesday? Here's the

327:59

link. That way, they know, okay, here's

328:01

the next step. Here's what I need to

328:02

learn next. Here's the link to book that

328:04

call. If you just reply with no CTA, no

328:06

link, no action step, you're not going

328:09

to get one. And then, if you want to

328:10

blow it with your leads, don't follow up

328:12

if they don't take action. So, we just

328:14

talked about using that follow-up if no

328:16

reply follow-up in one week. Use it.

328:18

It's going to make a huge difference.

328:20

You're going to see an immediate 50%

328:22

increase in interested replies to booked

328:25

calls. Now, I'm sure it's not going to

328:26

surprise you that I'm obsessed with AI

328:28

automation, especially how I can use it

328:30

in lead generation. There's one really

328:32

simple automation that I wanted to share

328:34

with you. Now, before we get to the

328:36

advanced section that you can set up,

328:38

and this is actually what I use, too,

328:41

just to keep my team informed about

328:43

positive replies instead of using

328:45

Instantly's native one. And this one is

328:47

super easy to set up even for total

328:49

beginners. So what does this do? It

328:51

alerts you about new interested leads.

328:53

It does research on the lead and their

328:55

company so that you can have some

328:56

context and then create a personalized

328:58

response and it adds it into a reporting

329:01

dashboard so you can actually see what's

329:03

working. You can also have it draft the

329:05

reply and then I'm going to show you in

329:07

the advanced section how to use

329:08

knowledge basing to create really good

329:10

replies. So there's a a video that I

329:12

made kind of detailing how to implement

329:14

this. I'm going to include the link to

329:16

this video in the resources document so

329:19

you can access it really quickly. And

329:21

I'm also going to share with you this

329:23

really basic template that you can use

329:25

to to set up really quickly inside of

329:27

your Instantly AI account. It's just

329:29

four steps. You receive the reply, it

329:31

does research, adds it to the database,

329:33

and then emails your team. So, you'll be

329:35

able to copy and import this exact

329:37

template with the prompts into your

329:39

Make.com account. And if you don't

329:41

already have make.com, then you can

329:43

actually get 12 months for free. If you

329:45

go to vault.legenj.com,

329:48

you get 12 months free on a team plan.

329:50

Make is my best recommendation for

329:53

beginners who aren't great with

329:54

automation cuz it has a lot of the the

329:56

native integrations that N8N doesn't.

329:58

So, for example, Perplexity that you

330:01

don't have to learn how to do an API

330:02

call if you're using make. Now, you do

330:03

have to be a member of my insiders to

330:05

get access to deals here. And if you're

330:07

not in the insiders and you still want

330:08

to use make, it is going to be available

330:10

for you here inside of my software

330:12

vault. Anytime you want to access that

330:14

software vault, you can just go to

330:15

leadenj.com and go to top tools. Now,

330:18

the reason using these automations is

330:19

way better than relying on Instantly's

330:21

default notifications is you can

330:24

actually control a lot of what comes to

330:26

you by email. You can get way more

330:28

information. You can control the

330:30

channel. So, I could add a Slack channel

330:31

in here if your team is on Slack. I can

330:34

add another AI step to generate a draft

330:36

reply. And then adding these to

330:38

instantly is so easy. So you just need

330:40

to start with a web hook. Copy that web

330:42

hook. Go to instantly. Go into the

330:44

settings. Then into your integrations,

330:46

then web hooks. You're going to click

330:48

add web hook. Paste that web hook here.

330:50

Go to event type. What we're interested

330:52

in here is reply received. And if you

330:54

want to trust instantly's tags, you can

330:57

actually do interest lead is marked as

330:59

interested and rely on their AI to do

331:01

that. And now it'll only send you

331:03

interested replies. For targeted

331:04

campaigns, set it to all campaigns. And

331:07

then once you add that web hook, it's

331:08

just going to run on autopilot anytime

331:10

an interested reply comes in. Another

331:12

great thing about instantly is they have

331:14

native instantly integrations form

331:17

make.com. So you can do specific things

331:20

in your make account just natively

331:22

within make. So lots of customization

331:24

here and makes it really easy to

331:26

implement this even for beginners.

331:27

Finally, just circling back on the

331:29

instantly CRM. We didn't spend too much

331:31

time here. Uh, but for those of you that

331:33

are new to CRM, essentially how it works

331:35

is this. Let's go to the this

331:36

opportunities pipeline. Most CRM look

331:38

like this. Leads flow from left to right

331:41

based on what status that they're in. So

331:44

all of these different columns are

331:46

actually tags that you can set up inside

331:48

of your uni box. So some different tags

331:50

might be, okay, they're interested. Are

331:53

am I in conversation with them? That

331:54

might be step number two. Or did they

331:57

book a meeting? That might be step

331:58

number two. Did that meeting get

332:00

complete? Step number three. Did we

332:02

close that deal? Step number four. And

332:04

that's what would be one. You can

332:05

control these with just tags. And you

332:07

can come in to their settings here and

332:08

you can add more tags, create more

332:10

labels, and really configure how you

332:12

want to set this up. They make it really

332:14

easy to do. Click and drag uh how you

332:16

want the stages. And then this is what

332:18

your sales representative should be

332:19

doing. They should be responding to

332:20

people in the uni box and they should be

332:22

moving people across. And this is going

332:24

to be the best way for them to keep

332:26

track of those conversations that maybe

332:28

didn't convert to calls or maybe didn't

332:30

convert to sales. What's actually going

332:32

on with these people? Now, they've done

332:33

a really good job with the CRM and in a

332:35

couple different areas that I'll point

332:36

out. By the way, I think their CRM is

332:38

like another hundred bucks a month. So,

332:40

still really affordable, but definitely

332:42

more for when you're scaling your system

332:43

and you have a lot of leads to keep

332:45

track of and you've got sales guys in

332:47

here working with you. So some of the

332:48

things on the lefth hand side you've got

332:51

obviously have your inbox which is

332:52

really just like uh your unib

332:55

is really where you want to spend a lot

332:57

of time. This is the best place to keep

332:59

track of the lead flow. Now we don't use

333:01

this because most of our stuff is

333:03

automated but I definitely recommend

333:04

that you take a look at using this. Next

333:06

thing I want to show you is sales flows.

333:08

This is actually a really cool new thing

333:09

that they've added which is basically

333:11

automations for these opportunities. So

333:13

let's do a stale automation. campaign

333:16

leads. If lead status is not meeting

333:19

booked in the past 30 days and lead

333:21

status is interested, now we know, okay,

333:24

they're an interested lead and they

333:26

never booked a call and it's been 30

333:28

days, so they're probably not going to

333:30

book a call. This is essentially

333:31

building lists within my my tag statuses

333:35

that I can come through and try and

333:36

follow up and get people to take some

333:38

sort of action. If you've got a big team

333:40

as well, you can assign leads to certain

333:42

users. So a user can come in and just

333:44

toggle and only look at their

333:45

opportunities. So I definitely recommend

333:47

you using the CRM, especially if you

333:50

have a high lead flow and you're worried

333:52

about conversion of everybody from

333:54

interested reply to booked call, this is

333:56

how you do it. This is how you keep

333:58

track of everything. And if you care

333:59

about reporting on sales and lead data,

334:01

this is a great place to do it as well.

334:03

Because it's not just about how many

334:05

interested opportunities you generate,

334:07

it's about how many of those convert to

334:08

calls and how many of those convert to

334:10

sales. And this is a good easy way for

334:11

beginners to start tracking that stuff.

334:13

Just to reiterate some bullet points

334:14

there, treat each lead like a sale that

334:17

you're trying to close. Anyone who

334:19

replies is pre-qualified. They're now

334:21

interested. And you should be giving

334:22

them the time of day more than just a

334:24

canned reply. You should be following up

334:26

with them. You should be answering their

334:27

questions. You should be doing omni

334:28

channel. All of this stuff converts them

334:30

to call to sale. Move them through the

334:32

pipeline based on status. A lot of that

334:34

should happen manually, but I'll show

334:36

you how to automate some of it, too. And

334:38

the goal is to get them to take action.

334:40

Get them out of your Instantly CRM and

334:42

into your main CRM by taking some sort

334:44

of action like booking a call. This

334:46

always a fun question to ask is how

334:48

valuable are your qualified leads, the

334:50

people who you can get onto a call? And

334:52

it's actually pretty easy to find out

334:53

once you know your average customer

334:55

value and your average close rate. You

334:57

can pretty quickly figure out how much a

334:59

qualified call is worth to you. And once

335:01

you get that number, it's actually

335:02

really easy to justify, you know,

335:04

spending the additional manpower and

335:06

resources, adding people to the CRM,

335:08

paying for the CRM. All of those costs

335:10

are usually negligible when it comes to

335:13

the value of a qualified call. So, when

335:15

you think about that, expend the effort

335:17

and resources on following up. You can

335:20

call them when you get an interested

335:21

reply. You can text them. You can add

335:23

them on LinkedIn. Don't just send the

335:25

same template responses to everyone. And

335:27

just to reiterate that cold to warm

335:29

transition, when should you move them

335:30

from the instantly unit in a box to your

335:32

main CRM? And the answer again, not

335:34

until they take some sort of action. If

335:36

they opt in on a form, they should

335:37

automatically go into that main CRM. If

335:39

they book a call, they should go to that

335:41

main CRM. Do not just throw every

335:43

interested lead that responds to your

335:45

cold email into your main CRM. It's easy

335:48

to do. I could do it in 2 seconds. This

335:50

web hook is already capturing all of the

335:52

interested leads. All I would have to do

335:53

here is add a module for lead connector

335:56

and just add a contact here. And now I'd

335:58

be putting everybody into my CRM, but I

336:00

don't want to do that because they

336:02

haven't really proven that they want to

336:04

receive emails from me yet. And once

336:05

they prove that by booking a call or

336:07

opting in, only then does it count. Some

336:09

tips for dealing with angry leads.

336:11

You're going to want to turn on the

336:12

instantly AI setting to avoid hostile

336:14

prospects. I showed you that a little

336:16

bit ago. It's in advanced deliverability

336:18

under settings. When you get a hostile

336:20

prospect saying, you know, go f

336:21

yourself. Never contact me again. Click

336:23

that button to delete lead and add to

336:25

block list that's accessible in the

336:27

unibbox. We just talked about that. And

336:29

dude, brush it off. It happens. This is

336:31

part of the game of cold outreach.

336:33

People who are doing door-knocking or

336:34

cold calling, how do you think they feel

336:36

when they show up at someone's door and

336:38

get cussed out or get cussed out over

336:40

the phone? This is email. This is easy.

336:42

And in general, people are pretty

336:44

respectful by cold email. I just opened

336:46

up my uni box and you could see what

336:47

some of those negative replies look

336:49

like. They're not terrible, but every

336:50

once in a while we do get a terrible

336:52

one. You can't worry about it and you

336:54

should prepare your team for them as

336:55

well cuz once somebody new on your staff

336:57

takes over the unibly

337:02

they won't be shook. They'll be fine.

337:03

They'll brush it off. They'll block the

337:05

lead and they'll move on. Again, here's

337:07

where to find the settings. Advanced

337:09

deliverability, enable hostile

337:10

prospects. You want to skip them. And

337:12

then use the block list. I absolutely

337:15

love how they designed their block list.

337:17

It makes things so easy for me,

337:19

especially someone who knows automation.

337:21

They've essentially got two block list.

337:23

So, let's just come back into their

337:24

block list. This is kind of their

337:26

built-in block list, the ones that we've

337:29

said to block from the UniBox. Block,

337:31

delete, lead. This is where they go. Can

337:32

also add people here through automation.

337:34

And you can create AI block list

337:36

triggers, which makes it so easy to

337:38

avoid emailing the wrong people. But

337:40

most importantly, Google Sheets. If

337:41

you're like me, you've got a lot of

337:43

different marketing channels and you

337:44

want to avoid cold emailing your

337:46

competitors or cold emailing your

337:48

current or past clients. So to get those

337:50

into instantly, you just put them into a

337:51

Google sheet. Looks like this. You copy

337:53

and paste the link. All it is, you've

337:55

got an emails list and then a long list

337:57

of emails and instantly reads this list

338:00

and it doesn't contact those people. And

338:01

one of the easiest automations on earth,

338:03

in fact, it's built into a lot of CRM is

338:06

just add a row in a sheet. So new lead

338:08

comes in, new call comes in, put them

338:10

into that sheet. There should be a step

338:11

in all of your CRM automations. All

338:13

right, let's talk about adding new leads

338:15

and removing old ones. So, as we already

338:17

discussed, Instantly charges you by how

338:19

many leads you have inside of their

338:21

system. So, that can get pretty

338:22

astronomical pretty quickly. So, as you

338:25

can see here, I've paying for 125,000

338:28

leads, and I'm on the AppSumo lifetime

338:30

tier 3. This is from way back when they

338:33

were on AppSumo. I still have that plan.

338:34

So, just in this workspace alone, I'm

338:36

paying them almost $450 a month for the

338:38

leads. Now, if I just kept adding

338:41

millions and millions of leads every

338:44

single month to Instantly's platform and

338:46

not deleting any leads, I'd probably be

338:48

paying them thousands of dollars per

338:50

month. So, what most people do is when

338:51

that campaign is 100% complete, you're

338:54

going to clone the campaign so that you

338:56

have fresh data for AB testing. That's

338:58

why I have all of those off and paused

339:01

campaigns. And you're going to download

339:03

the contacted leads and then delete

339:05

them. So, let's actually walk you

339:06

through the process of doing that. So,

339:08

let's go into my instantly campaigns and

339:11

we'll see some of these are 100%

339:13

complete and you, as you can see, they

339:15

don't have contacts in them anymore. For

339:17

the most part, they've already been

339:18

cleared out. But this one, for example,

339:20

is recently finished and has been

339:22

cleaned out. All right, here we go. This

339:24

one's still got leads in it. Now, I

339:25

think this one is currently active. Now,

339:27

when you're removing leads from a

339:29

system, and this process is going to be

339:31

really similar if you want to reuse

339:32

lists as well, you can use these filters

339:36

to make sure that it's actually

339:37

complete. So, you don't want any not yet

339:40

contacted. You don't want to remove

339:42

these guys. The campaign's still working

339:44

on them. It means the campaign's not

339:45

finished. But assuming this campaign was

339:47

done and say it's been done for a couple

339:48

of weeks, you can select all. So, now

339:51

I've got all 33,000 leads and I want to

339:54

download them first. And when you

339:56

download them, you also want to put them

339:57

into some sort of database, like a

339:59

Google sheet. That way, you can keep

340:01

records of not just the leads that

340:03

you've contacted, but what was the

340:04

status of those leads. So, just to show

340:06

you what that looks like, I'm only going

340:07

to select this page and do a download.

340:09

I'm going to download these 50 leads and

340:11

open up that file. So, now we know not

340:13

just that we emailed them, but we have

340:14

their email provider and we've got their

340:16

lead status. We know if they were

340:18

interested, if it bounced, if they were

340:20

not interested, reply received. So, all

340:22

of these are really important things

340:23

that we can use if we're ever reusing a

340:26

lead list. So, what I'll typically do is

340:28

I'll download these and then I'll put

340:29

them all into a Google sheet. It is a

340:31

giant Google sheet full of our used

340:32

leads. And then once they're downloaded,

340:34

you can always put them back so they're

340:36

safe to take out. So, you're going to

340:38

select all and go ahead and delete all

340:40

the leads in the selected campaign. And

340:42

that's how you make space for the leads.

340:44

And then once they're deleted, you've

340:46

still got a lot of this data that's

340:48

sitting here. And you don't you don't

340:49

want this data anymore. You want to

340:50

start from scratch. So, what you're

340:51

typically going to do is clone the

340:53

campaign, duplicate campaign, and add

340:56

the new leads to that newly duplicated

340:58

campaign. And then you can add new AB

341:00

tests inside of that new campaign. Now,

341:02

technically, you could do it inside of

341:04

the same campaign and then reset the

341:06

data in your instantly settings, but I

341:08

actually like starting from scratch with

341:10

new campaigns. And remember that the

341:11

Unibox still captures email responses

341:14

even if you've deleted that lead, but

341:16

it's going to be in not in your primary,

341:17

but your other tab. So, make sure that

341:19

you're checking that other tab or else

341:20

you're definitely going to miss

341:22

important messages. But the leading

341:23

leads will remove them from your CRM.

341:25

So, you're going to have to make that

341:26

decision. Are you going to live and die

341:28

by that CRM or are you going to make

341:31

space so you can reach out to more

341:32

people or just eat the cost and pay for

341:34

the leads? All right. Recycling lead

341:36

lists. Especially important if you have

341:38

a small TAM. Say you only have 10,000

341:41

people in the whole country that could

341:43

potentially be leads for your business

341:45

that would actually need your really

341:46

specific offer. Well, now you've got a

341:48

problem because you're already sending

341:49

5,000 emails a month. So, you're going

341:51

to run through that list in 2 months.

341:53

What What the hell are you going to do?

341:54

The answer is you need to recycle that

341:56

lead list. So, there's a couple

341:57

strategies here that you should employ

342:00

immediately. This is less relevant if

342:02

you got a giant TAM of millions of

342:04

people like we do. This is the first

342:05

time I'm seeing some of these memes that

342:07

my team made. I love this one. Wants to

342:09

be environmentally friendly. Does his

342:11

part by recycling old leads. Well done,

342:13

team. So, what people don't realize is

342:15

you can email the same person every 3 to

342:18

6 months and they're going to have no

342:19

idea that you've reached out to them in

342:21

the past. And there's a couple of ways

342:23

to do this, especially if you have the

342:24

the small TAM, maybe under 50,000, under

342:27

100,000 people. You can keep them in

342:29

Instantly AI and then just use filters

342:31

and move to a new campaign or you can

342:34

download and upload them late at at a

342:36

later date. I would say not to recycle

342:38

any sooner than 3 months. 3 months is a

342:40

pretty good time frame where you'll

342:43

definitely forget that I cold emailed

342:44

you 3 months from now. I guarantee it.

342:46

You'll have no idea who I am or what I

342:48

said. Now, with that being said, there's

342:50

a reason that I probably didn't answer

342:51

your cold email the first time, and

342:53

there's two potential reasons for that.

342:55

One, it wasn't a good fit and still

342:57

isn't a good fit. I don't actually need

342:59

that thing, and I was just ignoring you.

343:00

Two, trust. I lied. There's more than

343:03

two things. Trust. I don't trust you.

343:05

Therefore, I didn't reply to your cold

343:06

email. So, maybe your social proof

343:08

wasn't strong enough. your case studies

343:09

weren't strong enough. Three, I wasn't

343:11

having the problem or pain you're trying

343:14

to solve when you cold emailed me.

343:16

That's the beautiful thing about this

343:18

marketing channel is I might not need

343:20

your thing now, but 3 months from now, I

343:23

might be experiencing that specific pain

343:25

and difficulty. So, what I recommend

343:27

doing is in that 3 to 6 months when you

343:29

add them to a new campaign, it can still

343:31

be the same offer, but you should

343:33

reposition it. You should use different

343:34

pain points. You should use different

343:36

problems. You should use different case

343:37

studies. That way, you're going to have

343:38

the best chance of that person

343:40

resonating with the with the new cold

343:42

email because they didn't resonate with

343:43

the first one. You want to change some

343:45

of the way you're approaching them the

343:46

second time around. And by the way, you

343:48

can start people in both of them and

343:50

then after 3 months, just switch. If

343:52

you're recycling lead lists, you need to

343:54

skip leads that took specific action or

343:57

were not interested the first time. So,

343:58

this is where those filter tags become

344:01

so important. Say I want to recycle this

344:03

lead list and I have people that reply

344:06

received not interested. I don't want to

344:07

put those notinteresteds into my new

344:09

campaign. I also probably don't want to

344:11

put the interested into my new campaign

344:13

because they already engaged in

344:15

conversation with me. My goal now isn't

344:17

to get them to raise their hand anymore.

344:19

It's to get them to convert to a call or

344:20

a sale. So, as you're doing this, you're

344:24

going to select all. So, when you're

344:25

building this list to transfer to

344:26

another campaign, you're going to run

344:29

some filters, conditions, and in those

344:32

filters, you can say lead status, you

344:34

want to avoid the interested and the not

344:37

interested. So, what I'm looking for in

344:38

the filters is lead status completed, no

344:41

reply. You'll filter by that. And that

344:43

way, you only have people who the email

344:46

went through, it's already been

344:47

validated, and they're not not

344:49

interested, and they're not interested

344:50

cuz you're hand handling those people

344:51

differently. So now you can take all of

344:53

these and you can move them into that

344:55

other campaign. Just some more

344:57

information about choosing AB test

344:58

winners. I feel like we beat that pretty

345:00

to death, so I'm not going to go too

345:01

much further on that. Talked about using

345:04

chatbt to determine statistical

345:06

significance. It's also really good for

345:08

storing information about winners and

345:10

losers. You can have one single thread

345:13

and feed it all of your AB test

345:15

variations and say, "Okay, D1." Well,

345:17

you can actually use a chat GPT thread

345:20

or a AI assistant or a claude project,

345:23

whatever you want to use for AI. You can

345:25

feed it all of your split test winners

345:27

so that it remembers what you tried,

345:29

what worked, what didn't work. And as it

345:31

learns more about what you're what's

345:33

working for you and what's not working,

345:35

it can actually suggest different split

345:36

tests that you can try. All right, code

345:38

red. Something is wrong. These should

345:40

trigger a very curious response from

345:42

you. If you see your reply rates plummet

345:45

overnight, so you want to go into like

345:47

your 7day analytics inside of one one of

345:50

these campaigns. So say you cloned a

345:52

campaign and the reply rates are like

345:54

0.5%. Something's wrong. If it's was

345:57

2.7, now it's 0.5, there's a problem.

345:59

You can also go last 7 days and see

346:02

what's happening specifically in the

346:03

last 7 days that might be new. You also

346:05

want to make sure to check your inbox

346:07

placement tests. If you see a massive

346:09

drop, which happens a lot, you could see

346:11

a 20% drop in inbox placement, you want

346:13

to try and figure out why. Immediately,

346:15

pause those campaigns, just go to

346:17

warming, and then do those placement

346:18

tests. And then try changing the copy

346:20

first. That's usually going to be the

346:22

problem. If it's not, you're just going

346:23

to need to let the mailboxes warm for a

346:25

little bit longer without sending cold

346:27

emails cuz chances are you just got

346:29

reported as spam a lot. Now, I hope that

346:31

was some helpful information about

346:32

managing your cold email machine. It's

346:35

not just set it and forget it. There is

346:36

maintenance. You do need to add some

346:38

tender love and care as you scale it up.

346:40

You should have somebody to add leads to

346:42

the system, deploy AB variations, and

346:45

you should have somebody else that's

346:47

actually responsible for the CRM and

346:49

managing those replies and managing that

346:51

follow-up. And now we're going to be

346:53

able to talk about some really fun

346:54

stuff, which is scaling your cold email

346:56

machine up to a million emails per month

346:58

or 10K emails per day. Whatever your

347:00

goal metric is, this is how you're going

347:02

to scale that system to reach that goal.

347:04

Do you want to send a million emails

347:06

every month? We currently send more than

347:08

3 million emails every single month

347:10

across all of our companies. So today

347:12

I'm going to show you exactly how to

347:14

scale your cold email machine to insane

347:16

numbers. And I'm going to show you how

347:17

to manage the lead flow, how to manage

347:19

the replies, and most importantly, how

347:22

to automate as much of it as possible.

347:24

But keep in mind, if you scale too early

347:26

or if you do it the wrong way, you will

347:29

break your machine. I've seen it time

347:30

and time again. So let's talk about

347:32

scaling your cold email machine. All

347:34

right, scaling your cold email machine.

347:36

Turning up the speed on your new money

347:38

printer to send at least 10,000 emails

347:41

per day. This is like a scaled cold

347:42

email machine. So before you just pick a

347:45

number like a million emails a month and

347:47

start scaling, you should really do some

347:49

math. So there's a master equation. I'm

347:52

going to give you a calculator to use,

347:53

but let's talk about that equation.

347:55

Before you calculate how many mailboxes

347:57

you need to send a 100,000 emails per

348:00

day, you should really figure out how

348:02

many emails it's currently taking you to

348:04

book a single call, you're in charge of

348:06

finding out that number. And you do it

348:07

by building an initial cold email

348:09

machine and optimizing it. You want to

348:11

optimize it before you scale it. Then

348:13

once it's optimized, you want to figure

348:15

out how many calls that you actually

348:17

want every day. And and don't say it's a

348:19

thousand because no one can possibly

348:21

handle going from zero to a,000 calls

348:23

per day right away. How big is your

348:25

sales team? What is their current

348:26

capacity? And how fast you want to scale

348:28

that sales team? Because if you have an

348:30

optimized machine that's doing 10 calls

348:32

per day right now, and you want to 10x

348:34

it, that's probably a bad idea. So

348:36

think, if it takes 200 emails to book

348:39

one call, then 10,000 emails is 50

348:42

calls. So if you're sending 10,000

348:43

emails per day, that is a ton of calls.

348:46

And you'd probably need 10 closers just

348:48

to handle that. So your variable J for

348:51

me is the most important metric that you

348:54

need to know before scaling. This is the

348:55

number of emails that it takes to book a

348:58

single call. Once you have that number

348:59

and you calculate, cool, I want to send

349:02

10,000 emails per day. So calculating

349:04

that each mailbox you want to run at 25

349:06

emails per day. It's like a good safe

349:08

number. You can do anywhere from five

349:11

emails per day to 50 emails per day per

349:13

mailbox. The more per day that you do,

349:15

the higher risk that campaign is going

349:18

to be at. So, if you're confident you're

349:19

not getting marked as spam a lot, then

349:21

you can crank those up. So, then you're

349:23

going to do 10,000 divided by 25 is 400

349:25

mailboxes. And if you want to set up 400

349:28

mailboxes, a good round number is you

349:30

want 100 domains with four mailboxes per

349:33

domain. And if that image looks like

349:35

you, if I want to send 10K emails per

349:38

day, how many mailboxes will I need in

349:40

that meme? Then don't worry. I've

349:42

created a calculator for you that's also

349:44

going to be available in the resources

349:46

so you can decide this for yourself. So

349:48

this is what that calculator looks like.

349:50

Say it takes you 500 emails to book a

349:53

single call and you want 10 calls per

349:56

day and you want to send 25 emails per

349:59

mailbox per day or maybe you're you're

350:01

confident you want to send 50. Hit go

350:03

ahead and plug those in and hit

350:04

calculate. And it's going to tell you,

350:06

all right, I need to send 5,000 emails

350:08

per day. I'm going to need a 100

350:10

mailboxes to do it and 25 domains. This

350:13

is a really easy way to to get ahead of

350:16

the question, what is scaling and how

350:18

big do I need to scale? How big do I

350:20

want to scale? So, use this calculator,

350:22

but first you need to figure out what

350:24

your J number is. Now, I'm a huge nerd

350:26

for data and this is a a really

350:29

important quote for me. You can't grow

350:30

what you can't measure. So, it's not

350:33

just important that you're tracking the

350:35

replies that you're getting for each of

350:36

your campaigns, but is it making you any

350:38

money? Are these guys turning into

350:40

calls? How can I justify investing

350:43

$5,000 a month in cold email if after 3

350:46

months I don't know if it's made me any

350:48

actual money? And it might look like

350:50

it's working because you're getting

350:51

replies, you're having conversations,

350:53

they're booking calls, but what if none

350:55

of them are closing? And that can happen

350:56

for a lot of different reasons. So, what

350:58

I want you to start doing just as a a

351:00

good common practice is start using UTM

351:03

parameters anytime that you share a

351:05

link. For those of you that aren't

351:06

familiar with UTM tracking parameters,

351:08

it's just a little bit of jargon at the

351:10

end of a URL. So, say I'm sharing a link

351:13

to my homepage in a cold email or in an

351:15

ad. If I want to track where that person

351:18

came from, I can add different UTM

351:21

parameters for each platform. So, if

351:22

they came from cold email, if they came

351:24

from Google Ads, Facebook ads, if they

351:26

came from an organic YouTube, and I I do

351:28

this. I add UTM parameters to all of my

351:30

links, and there's different ones that

351:32

you can use. Let's come into my notion

351:34

database first. So, here's my UTM link

351:36

builder that I swear by. My whole team

351:38

uses this as well. You basically choose

351:40

the URL that you want to link to. You

351:43

place the UTM parameters, and there's a

351:46

lot of different UTM parameters that you

351:48

can use when you're building one of

351:50

these tracking links. medium, source,

351:52

campaign, term. And there's a couple

351:54

that I even left out from this tracking

351:57

parameter form because we don't use

351:59

them. The more you use, the more refined

352:03

that tracking gets. So maybe I care they

352:05

came from from YouTube. But do I want to

352:08

know what video in YouTube? I would do

352:10

source YouTube and I would do campaign,

352:14

you know, reverse lead magnet. So now I

352:16

know that they came from a YouTube video

352:17

and I know that they came from that

352:18

reversed lead magnet video. Now, I'm not

352:20

going to go too in depth in UTM tracking

352:22

in this video. I do have a separate

352:24

video about UTM tracking that I'm going

352:27

to link for you in the resources. And

352:29

you're also going to be able to copy my

352:30

UTM link builder template as part of the

352:34

package of resources for this master

352:36

class. So, what I recommend that you do

352:38

when you're sending cold emails is say

352:40

they replied, they're interested, and

352:42

you're sending them a calendar link.

352:43

Throw this at the end of the calendar

352:45

link. So, say this is the this is

352:47

actually where I send people to book

352:48

calls with me. So feel free to visit it.

352:50

It's legendj.com/conult.

352:52

So say this is the calendar link. You're

352:54

just going to add question mark utm

352:56

source utm_source

352:58

equals and then inst like stands for

353:01

instantly. It's just so I know they came

353:04

from an instantly AI campaign. And I

353:07

only use a one parameter source

353:09

tracking. I don't need to get too

353:10

granular. And for tracking leads from

353:12

cold emails, all I need is their source.

353:14

I need to know they came from cold email

353:15

and that's it. So, UTM source equals

353:18

inst. And then later on, you can report

353:20

on that information. Go high level. I

353:22

can create reports really easily about

353:24

where my lead sources are coming from.

353:26

Your CRM probably does it too. And if

353:27

not, you can push them all into a Google

353:29

sheet and report on it later. Now, if

353:31

you're interested in getting better at

353:33

tracking your leads, tracking your

353:36

sales, tracking your calls, your

353:37

attribution, your time to close, all

353:39

that stuff is pretty technical and

353:41

pretty nuanced. And I actually go into

353:42

it much more in depth inside of my

353:44

insiders program. So, if you really want

353:46

to get better at that stuff, you got to

353:48

join over there. But this is not a

353:50

tracking and reporting course. It's a

353:51

cold email course. So, I'm going to

353:52

leave it there and let's move on to the

353:54

next, which is how to scale cold email

353:56

the right way. Now, this picture is

353:59

actually done with a tool called Photo

354:00

AI trained on my face and made me a

354:02

Jedi. It's pretty damn cool, huh? All

354:04

right, some quick notes. Do not increase

354:06

the sending volume on the mailboxes past

354:09

50 per day. The lower number is better.

354:12

it's safer and it's going to keep your

354:14

spam complaints down. With that being

354:15

said, you can go up to 50 per day per

354:18

mailbox. Just do it slowly and make sure

354:20

that it's not causing harm to the

354:22

campaigns. So, as you do that ramp up,

354:24

keep a close eye on your metrics and

354:26

make sure it's not affecting anything.

354:28

So, if you want to scale, meaning you

354:29

want to send more cold emails and you're

354:31

already at 50 per day or maybe you want

354:33

to keep it at 25 to keep those mailboxes

354:35

safe, you scale horizontally. What I

354:38

mean by that is you add more mailboxes

354:40

instead of increasing the sending

354:41

volume. Now, a fully mature system for

354:44

somebody that has a large total

354:46

addressable market like ourselves have

354:48

somewhere between 500 and 1,000

354:51

mailboxes. So, this is our Otter PR

354:53

system. It's got 890 mailboxes. Let's do

354:56

a little math and see what that actually

354:57

costs if you were to pay the $3 per per

355:00

mailbox per month. So, if you have 500

355:02

mailboxes, 500 * 3, that's 1,500 a month

355:06

to send the capacity of emails that you

355:09

want to send to have a mature system.

355:10

That's still not bad at all. We spend 10

355:13

times that in ads. So, this is like a

355:15

big price for running a cold email

355:18

system. So, what your marketing looks

355:19

like at scale, that is unbelievably

355:22

affordable. I also recommend

355:24

diversifying your infrastructure as you

355:26

scale. So, what do I mean by that? Say

355:28

you want to add a,000 mailboxes. It

355:31

might not be the best idea to add all

355:33

Google mailboxes at this point. I would

355:35

actually suggest it because right now

355:36

they're overperforming, but if this were

355:39

2024, more Microsoft mailboxes were

355:42

crushing Google. And god forbid

355:43

something happens to me, something

355:46

happens to the Microsoft mailboxes,

355:48

something happens to the SMTP service,

355:50

and all of those go down. You don't want

355:52

to be stuck with a machine that's

355:53

dependent on a single provider. So, for

355:55

that reason, I think as you scale, it's

355:57

a good idea to diversify the

355:59

infrastructure. Add some different

356:00

companies, add some different providers.

356:02

That way, you're mitigating your risk

356:04

and actually improving the health of

356:05

your system. Now, let's talk about your

356:07

cold email management team. Because once

356:09

you've got a thousand mailboxes in there

356:10

and you've got hundreds of replies

356:12

coming in every single week, you

356:13

yourself are not going to be able to

356:15

manage the whole thing. Especially once

356:17

you've got a thousand mailboxes, keeping

356:19

the emails sending requires a lot of new

356:21

leads coming in and leads coming out.

356:24

So, you're really going to need to build

356:25

a team and to train them on the right

356:27

way to do this. I actually have SOPs for

356:29

this available inside my insiders

356:31

program. That's where all of the the

356:32

more advanced stuff is. So, if you're

356:33

interested in using those to train your

356:35

team, it's in there. So, what you're

356:36

going to need is an operator that's in

356:38

charge of scraping new leads and adding

356:40

them into your campaigns. This is going

356:42

to be someone responsible for building

356:44

and maintaining those filters in Apollo,

356:46

knowing what they've already scraped,

356:48

what they need to scrape, cleaning that

356:50

list, and then getting that data into

356:52

your instantly campaigns. Someone should

356:54

also be in there every day checking

356:56

those important key metrics, making sure

356:58

reply rates are solid, emails are going

357:00

out, mailbox health is good. They should

357:02

check the in inbox placement tests.

357:04

There's a list of things that they

357:05

should run through and check to make

357:07

sure that everything is in good working

357:08

order. And then finally, you should have

357:10

somebody from your sales team in charge

357:12

of managing the uni box. People need to

357:14

get replied to quickly. It should be

357:16

somebody that speaks the language

357:18

natively, that is available in the same

357:20

time zone, and that person's going to be

357:21

in charge of converting interested leads

357:23

into calls. Now, you can put somebody in

357:25

charge of split testing, but honestly,

357:27

if you're the one watching this video,

357:29

it's going to be you that's in charge of

357:30

split testing, coming up with new

357:31

offers, coming up with new ideas, coming

357:33

up with new copy variations. You should

357:35

be in there deciding the winners and

357:37

figuring out why it won and then what

357:38

you want to test next. This is actually

357:40

a good meme, too, because it really

357:42

personifies diffusion of responsibility,

357:45

which is what happens when you tell

357:46

three people on your team to manage the

357:48

unib. What ends up happening is they all

357:50

think the other one's going to do it and

357:52

ends up nobody does it. So, one person

357:54

should be in charge of it. And you can

357:56

use lead assignments and automations to

357:59

have people in there, but make sure one

358:01

person is managing and making sure that

358:03

everybody is getting replied. A

358:05

worthwhile warning here, you should

358:06

scale slow and carefully. If you try and

358:09

scale too fast before you're ready,

358:10

before your team is ready, you're going

358:12

to end up running into massive problems.

358:14

You should especially be careful with

358:15

who's in charge of managing the flow of

358:18

leads into the system because if you

358:20

lose track of how they're they're

358:22

managing that process, you don't know

358:23

how they're deciding what's already been

358:25

scraped, where they're keeping that

358:26

information, what list needs to get

358:28

scraped next, and that person leaves or

358:30

you have to let go of that person,

358:32

you're going to have a hard time

358:33

figuring out what leads have already

358:34

been reached out to and what leads

358:36

haven't. And make sure that when you

358:37

scale, you do have good people on board

358:39

to help you, especially with the lead

358:40

flow. Because if you have too many

358:42

mailboxes, you try and get to too much

358:43

volume, but you don't realize how much

358:46

it's going to cost to scrape and process

358:49

those leads into the system. And you

358:51

don't have somebody dedicated to do that

358:53

for you. The system's just going to stop

358:54

sending and you're going to be sitting

358:56

there holding the bag paying for all of

358:57

these mailboxes. So, make sure that you

358:59

scale slowly and that your team is

359:01

really ready for everything that's

359:03

involved. Managing all of the replies

359:05

and processing all of that new lead

359:07

data. It's a ton of lead data. Some

359:09

common issues to look out for, reply

359:11

buildup. If this happens, stop scaling.

359:14

It means your team's not replying fast

359:15

enough and it's not converting to calls.

359:17

Lead mismanagement. People are getting

359:19

lost. People are getting not replied to.

359:21

Super common issues. Lists running out.

359:23

It's one of the most common issues. Make

359:24

sure your team's ready to get those

359:26

lists and keep them full. And then the

359:28

more emails that you send with the same

359:29

copy, the more likely it is that that

359:31

copy gets burned out or flagged. So make

359:34

sure that you're using lots of spin tax

359:35

and actually using variations of the

359:37

entire offer, an entire copy. As Steve

359:40

Carell from the office says, mo inboxes,

359:42

mo problems. All right, I want to give

359:44

you a huge shout out for making it

359:46

through the fundamentals portion of this

359:48

master class. Now, for those of you who

359:50

are advanced and you sat through all of

359:52

that, thank you. I hope you learned some

359:54

stuff. And in fact, I'm sure you learned

359:55

some stuff. But now we get to get into

359:57

some of the sex, some of the AI, some of

360:01

the automation, some of the really

360:03

interesting stuff that we're doing in

360:04

our business that makes me feel like I'm

360:06

living in 2030. It's all going to start.

360:08

We're going to talk about some of the

360:09

new tools, including Clay AI and AI

360:11

personalization at scale. And if you're

360:13

serious about B2B, you're serious about

360:16

building cold email systems, this

360:18

advanced stuff is really going to get

360:19

you to that next level. And if you love

360:21

the advanced stuff, you want to do more

360:23

of it, join the insiders program because

360:25

all of this stuff requires a lot of

360:27

coaching, a lot of templates, a lot of

360:29

fine-tuning, all of the stuff that

360:31

happens inside of that program. And

360:32

you'll see what I mean as we go through

360:34

some of this stuff. This stuff is not

360:35

easy, but it's worth learning, and I'm

360:37

excited to share it with you. For over a

360:39

decade, the gold standard in cold email

360:41

was a team of BDRs that actually did

360:43

research on a prospect and then wrote

360:45

them onetoone personalized messages.

360:47

Now, the reason this works so well is

360:49

because a human was able to decide if

360:52

that lead was actually a good fit and

360:54

then write that person an email that

360:56

could only be meant for that person.

360:58

True personalization. But now that's all

361:01

changed. Clay has enabled us to do AI

361:03

qualification and AI personalization at

361:06

scale. And if you can master it, no

361:09

human BDR would stand a chance. Now, I'm

361:11

excited. I can't wait to show you some

361:13

of the insane workflows that we're

361:15

building and using right now in Clay.

361:17

And before we kick off, now that we're

361:19

into the advanced section, I'm going to

361:20

go ahead and put on my Lead Genj Ninja

361:23

headband. So, if you already have one,

361:25

go ahead and put it on with me. And if

361:27

you want one, join the insiders program.

361:29

And now we're ready to do some ninja

361:31

cheese using Clay AI and

361:33

personalization. And if you're serious

361:35

about B2B lead genen, you're using Clay.

361:37

Now, unfortunately, these buttholes

361:39

don't give commission, so they are not

361:41

going to be listed in my tool sheet. So,

361:43

I don't have an affiliate link, but

361:45

you'll be able to just go and get signed

361:46

up on your own. So, why all this Clay

361:48

hype? I'm sure it's not the first time

361:50

you've heard of this tool. And if it is,

361:52

here's why. Clay allows you to build

361:53

complex workflows without really any

361:56

technical skills. All the stuff that I'm

361:58

building in NAN and Make that requires a

362:00

lot of expertise and training and

362:02

connecting different stuff. Well, in

362:04

Clay, they really intended it just for

362:07

B2B lead generation. So, you can connect

362:09

all your different lead genen tools with

362:11

all your own APIs all under one roof.

362:14

And by patching all these different

362:15

tools together, you can do just about

362:17

anything you can imagine. The third

362:19

reason Clay is a total game changer is

362:21

they've basically hacked the AI models

362:23

and they built something called

362:24

claggents. These are AIs that actually

362:27

go out onto the internet and do research

362:29

for you and actually follow your

362:31

instructions. they come back with

362:33

information and help you personalize at

362:35

scale using the information that they

362:37

just went out and collected. And I'll

362:38

show you why that's so powerful. And the

362:40

last thing, and maybe the most

362:41

important, is they give you a lot of

362:43

free signal data to work off of. So part

362:46

of your subscription to Clay is you get

362:48

access to this signal data. They're

362:50

collecting this on an ongoing basis. Job

362:52

changes, new hires, and I'll show you

362:54

some of the signals that you have to

362:56

work with. So, if you're interested in

362:57

building signal campaigns, which are

362:59

massive for 2025, this is one of the

363:02

easiest ways to do it. Now, one of the

363:03

primary use cases for Clay is AI

363:06

personalization at scale. So, let's talk

363:08

about what that is for a second. AI

363:10

personalization is essentially using

363:12

information about a person or a company

363:14

to write a personalized sentence or

363:16

email. And since AI really hit the

363:18

scene, people have been trying to crack

363:20

this. And I used a lot of the early on

363:22

tools, Line.AI, and they were total

363:25

trash. But what it did is it allowed you

363:27

to personalize at scale. Before AI, we

363:30

were actually using humans overseas to

363:32

go through line by line and write

363:33

personalized sentences. Then we moved to

363:35

these AI tools and now we've got a

363:38

solution that's even better than humans.

363:40

Using this new AI personalization, you

363:42

can get detailed information about a

363:44

business and even get like really

363:46

granular about their problems. And you

363:48

can even incorporate other tools to

363:50

gather information about a business and

363:52

then leverage that in the

363:53

personalization. I'm going to show you

363:55

some of these really advanced workflows

363:56

where we're getting unbelievably

363:58

personalized data such as their SER

364:00

ranking or even issues with their

364:02

websites that you can call out through

364:04

these personalized tools. So, what's the

364:06

end goal with AI personalization? Why

364:08

even spend the time doing this? Well, if

364:10

somebody thinks that that email was

364:12

written specifically for them or that

364:14

you actually did research into them

364:15

before sending the email, then your

364:17

reply rates automatically go up. And

364:20

here's how to do AI personalization the

364:22

right way. You want to not write the

364:24

whole email with AI because it's too

364:26

crazy. There's too much variation. What

364:28

you want to do instead is create one

364:30

sentence based on internet research

364:32

that's not readily available on

364:34

LinkedIn. You don't want to use like a

364:36

company description or a LinkedIn

364:37

description. Then you want to use AI to

364:39

write only two to eight words, not the

364:42

entire email. And you're going to use

364:44

that research that the AI did to find

364:46

something like their clients, their

364:48

partners, their employees, case studies,

364:50

recent news, or more. And if you do this

364:52

right, this can massively boost your

364:54

reply rates by up to 200%. I've seen it

364:56

myself. So, some examples of good AI

364:58

personalization. Saw you just partnered

365:00

with Olay on a recent campaign. I really

365:02

loved their creative angle. So, the only

365:04

way for you to know that a company

365:06

recently partnered with Olay is that

365:09

they looked through your social media or

365:10

looked through your website and found

365:12

that specific partnership. That's not

365:14

something that would be readily

365:15

available on a company description. Or,

365:17

I just picked up the latest issue of

365:19

Entrepreneur magazine and I saw you're

365:20

in it. loved the article about XYZ.

365:23

Another one, looks like you have a

365:24

security problem with your GitHub

365:26

integration. Now, you might be thinking,

365:28

how would you know that based on

365:29

internet research? Well, there's a lot

365:31

of tools that you can plug in to Clay.

365:33

Tools that can scan your website for

365:35

vulnerabilities. Tools that can see what

365:38

your SER, your search engine ranking

365:40

placement is on Google, and then say

365:43

what that is. It can scan your social

365:45

medias. There's a lot of stuff that I'm

365:47

going to show you that that are going to

365:48

blow your mind and the possibilities are

365:50

endless. Lastly, saw your Facebook ad

365:52

offering X. So, if you call out a

365:54

specific Facebook ad, most people don't

365:56

do that. That information is not readily

365:57

available. Makes them think that you did

365:59

your research. Now, word of caution

366:01

here. Even with Clay, it's really easy

366:03

to do AI personalization wrong. If

366:06

somebody knows an email was written with

366:08

AI, it actually hurts your campaign, not

366:10

helps. That's one of the main reasons

366:12

you want to avoid using AI writing the

366:14

entire email. The more words the AI

366:16

generates, the more likely it is to get

366:18

something wrong or give away that it it

366:21

written by an AI. Also, a word of

366:23

caution to be careful with the data

366:25

sources that you use. If it pulls the

366:27

wrong information from that data source

366:29

and you say there's an issue with

366:30

someone's GitHub integration and they're

366:32

like, I don't use GitHub, you're marked

366:34

as spam and it's going to kill your

366:35

campaign. So, some examples of bad AI

366:37

and this is stuff that we used to do. Go

366:39

Gators. Like obviously you can see where

366:41

I went to undergrad on LinkedIn. If it's

366:44

readily available, it's not good. I

366:45

admire your company's ability, too.

366:47

That's clearly something written by AI.

366:50

So, the copy itself matters a lot as

366:52

well. And the ease of accessibility of

366:55

the information matters a lot, too. So,

366:57

if you read that second one, I admire

366:59

your company's ability to generate leads

367:02

for other businesses, as an example.

367:04

Like, duh, you can find that out with

367:06

basic business description. So, it's

367:08

more likely that that's written by AI

367:10

than the examples from the last slide.

367:12

Now, I'm very passionate about this. Do

367:14

you need AI personalization? The answer

367:16

is absolutely hell no. Some of my best

367:18

campaigns don't have any AI

367:20

personalization at all. But we still use

367:23

Clay for them. And I'm going to show you

367:24

exactly how in just a little bit. If you

367:26

use AI wrong, it can hurt more than

367:29

help. So, if you're not a pro and you're

367:31

not using the right AI personalization,

367:34

don't do it at all or test it against a

367:36

wellperforming control. You need to

367:37

remember that the fundamentals are much

367:39

more important than the fancy stuff.

367:41

Everything you learn from here to the

367:43

end is going to be useless if you don't

367:45

understand the fundamentals. And lastly,

367:48

if you're going to do AI

367:49

personalization, same thing as building

367:51

a lead list, you need to actually look

367:53

at the results. Look at what it

367:54

generates for you and then read a

367:56

hundred of them. If nine out of 10 are

367:58

accurate and well-written, then you're

368:00

good. But you'd be shocked how many

368:01

times you run an AI prompt on a 100

368:04

leads and half of them are giving either

368:07

inaccurate information. It sounds like

368:09

AI or it fails completely. That's not a

368:11

usable prompt. You can't use that AI

368:14

personalization. Now, one thing that

368:15

Clay really does help with is offer

368:18

niching. So, what do I mean by offer

368:20

niching? Yes, I do B2B lead generation,

368:23

but wouldn't it be really cool if I

368:25

specialized in B2B lead generation for

368:28

staffing and recruiting companies, and I

368:30

also specialized in it for cyber

368:32

security companies, and I also

368:34

specialized in it for marketing

368:35

agencies. And to be frank, I kind of do,

368:38

but talking to each of those different

368:40

segments, you want to use different case

368:42

studies, you want to use different

368:43

examples, you want to use different pain

368:45

points and problems. And there's

368:47

probably 20 other segments that are

368:49

really important to me where I have good

368:50

case studies and good results for. So

368:52

instead of creating 20 different

368:54

campaigns all with different copy and

368:56

then scraping different lists and

368:57

putting them into those 20 campaigns,

368:59

with Clay, I can just dump data into a

369:02

single table and then it does all of the

369:04

matching for me. And we use the same

369:06

strategy for Otter PR, but a little bit

369:08

different. One of our best performing

369:09

campaigns for OtterPr actually offers a

369:12

specific publication. Now, when I'm

369:14

reaching out to tech companies, what do

369:16

you think works better, Forbes or

369:17

Techrunch? That might be not the best

369:19

example because everybody wants Forbes,

369:21

but if I reach out with a techspecific

369:23

outlet, it's probably going to convert

369:25

better. When I reach out to a fashion

369:27

company, I want to use a fashion outlet.

369:30

Now, instead of having a bunch of

369:31

different campaigns with a bunch of

369:33

different copy, now I can use Clay to

369:35

just dump data, have it choose the best

369:38

fit publication, and insert that as a

369:40

personalization into the campaign. That

369:43

way I can have one giant campaign and

369:45

Clay is doing the heavy lifting. And

369:47

I'll show you how we're using that in

369:48

Outer PR. And the same thing is said for

369:50

case studies. If I want to reach out to

369:52

20 different segments and I have 20

369:54

different case studies or maybe I have a

369:57

generic case study that I can use for

369:58

half of my leads, but anytime I reach

370:01

out to a recruiting company, I really

370:03

want to show them this case study. Well,

370:05

it'll do that for you. It'll find the

370:06

right case study for the lead you're

370:08

reaching out to, and you can insert it

370:10

as a personalization. So, Clay allows

370:12

you to do this at scale and it really

370:14

streamlines your workflow a lot. Do you

370:16

need Clay? Big question because it's not

370:18

a cheap tool. We'll talk about cost in

370:19

just a second. The answer is no. If you

370:22

do want to do these advanced

370:23

automations, you can do the same stuff

370:25

with Zapier, N8N or Make. And as you

370:28

just learned, make essentially is free.

370:30

NADN essentially is free if you use the

370:32

community version. So, you can

370:33

accomplish a lot of the same stuff. Clay

370:35

just makes it easier to put it all into

370:37

one place and you get to leverage a lot

370:39

of their data. Even if you want to do

370:41

the AI personalization with the web

370:44

research, the qualification, the catch

370:45

all verification, you can do all of that

370:48

in make or NAND. Clay just makes it so

370:50

much easier. Now, let's talk about

370:52

pricing for just a second. If you want

370:54

to use Clay for a scaled cold email

370:56

system, then you're going to need to be

370:58

on at least their $300 per month plan.

371:00

Let me talk to you about the pricing

371:01

just really quickly, but if you're

371:02

interested in learning a lot more about

371:04

Clay and how it all works. I've got a

371:06

full master class with templates inside

371:08

of the Insiders program, you should know

371:10

what you're getting yourself into. So,

371:11

they've got a bunch of different tiers.

371:13

The only one that really makes sense and

371:15

they they did this really strategically

371:17

is their explorer plan, which is 350 a

371:19

month if you pay monthtomonth. That's

371:21

not super cheap. And they give you

371:22

credits with that. Those credits are

371:24

essentially to use Clay's data. If you

371:27

pay this 350 a month, you get one

371:29

feature unlocked that's unbelievably

371:32

important, which is integrating with

371:34

your own a APIs and web hooks. By

371:37

integrating your own APIs, now you can

371:39

run basically unlimited AI prompts

371:41

inside of Clay without using their

371:43

credits. So, you don't even need their

371:45

credits in most of these cases. Even

371:47

though it gives you 10K per month, you

371:49

can essentially get away with not using

371:50

any of them at all. So, if you're not

371:52

super tech-savvy and you want to launch

371:53

signal automations, you want to do this

371:55

stuff, I definitely do recommend using

371:57

Clay. So, here's how a standard Clay

371:59

workflow typically goes. You'll grab the

372:02

lead list from Apollo trusted leads.

372:04

You'll have, you know, 10 to 100,000

372:06

leads. Push them into a clay table. And

372:08

a clay table, just think about it like a

372:10

Google sheet. You're pushing leads into

372:12

that sheet. And each column is

372:14

essentially a different automation or

372:17

equation. and it helps you manipulate

372:19

that data and run automations on that

372:21

data. Uh I'm going to show you how it

372:22

all works in just a second. You use

372:24

clients to qualify the list. This is one

372:26

of the first things that we do. So going

372:29

through each lead and deciding whether

372:30

or not that person is a good fit to

372:32

continue through the rest of the

372:33

automation and continue into my

372:35

campaign. You want to use million

372:37

verifier or whatever verification tool

372:39

you want first to make sure that it's a

372:41

valid email address. If it's a catch-all

372:43

or unknown, you can then do catchall

372:46

verification with find email or any

372:48

other catchall verification tool that

372:50

you want to use. And then after that,

372:52

you can do more advanced stuff like AI

372:54

personalization. You can pull other

372:56

tools into the mix. Let me walk you

372:58

through a standard clay table for lead

373:00

genen J and for Otter Peel. All right.

373:01

So, my goal for you with this clay

373:03

workflow is really just to show you

373:04

what's possible and I'm going to give

373:06

you a standard template to use if you do

373:08

want to use clay. This is kind of my

373:10

go-to template that doesn't have any of

373:12

the fancy stuff because it can apply to

373:14

just about everybody. Everybody will be

373:16

able to use this template and build on

373:18

it. So, the template has a couple of

373:19

things. You want a qualification step.

373:21

So, this is what it looks like when you

373:23

import data. We imported about 20,000

373:25

records and it looks kind of like a

373:27

Google sheet, right? We got names,

373:28

titles, emails, LinkedIn, and then as

373:31

you come to the right, you'll see the

373:32

tops of these columns have specific

373:35

things in them. There are different

373:36

types of actions that are happening

373:38

within this table. So let's talk about

373:40

this first column. The first thing that

373:41

I want to do inside this clay table is

373:43

figure out if it's actually a good lead

373:45

or not. So we're going to use a clay

373:47

agent for web research. Use case web

373:49

research clayent by selecting web

373:51

research that allows it to actually go

373:53

scrape the web and find stuff out. For

373:55

model we want to use 40 mini. This is

373:57

going to cost the the least amount and

373:59

it's the most accurate. This is why you

374:01

need to be on that 350 per month plan.

374:03

If you're not, you're stuck with using

374:05

Clay's managed OpenAI account, which is

374:07

one credit per call for 40 Mini, which

374:10

would be totally unreasonable. If I

374:11

wanted to process this whole list, I

374:13

wouldn't even be able to do this first

374:14

step in the table if I wasn't on their

374:16

paid plan. So then you're going to use

374:18

this prompt. Remember, all prompts and

374:19

tables are going to be available to you

374:21

in the resources to really just go

374:23

through this lead and pull some basic

374:25

information. And there's some

374:26

information I'm looking for for it to

374:27

pull. And then I use that information in

374:30

the next step to decide whether or not

374:32

that person is a good fit for me to

374:34

reach out to or not. So this actually

374:36

just runs an additional AI qualification

374:39

step. This one use case or modify

374:41

content. I don't need it to scrape the

374:43

web because this one already did. Now

374:45

I'm just using that info to decide if

374:47

they're a good fit for PR services or

374:49

not. Now this is what I wanted to show

374:50

you. This is crazy. About half of the

374:52

leads that we uploaded are actually

374:54

qualified. And this is what you'll

374:56

probably get even if you're experienced

374:58

in building a list. So the other half

374:59

that I would have reached out to if not

375:01

for Clay would be highly likely to

375:03

report me as spam and decrease my

375:06

overall reply rates. So if you're

375:07

wondering why why our reply rates are so

375:09

high, this is one of the reasons. So

375:11

next step here, this is a custom API

375:13

call that we do to million verifier. Now

375:15

we spoke about million verifier earlier.

375:17

One of the issues with using million

375:19

verifier here is you need to do a custom

375:22

API call to million verifier. So,

375:24

anytime you see that rainbow, that's

375:26

essentially what that is. And it's

375:27

giving me 200, which just means success.

375:29

And then we're pulling that result,

375:31

which is okay, as a new column here.

375:33

Now, what's great about clay, as you can

375:35

see, run condition not met. So, we're

375:36

programming this to only run if

375:38

qualified is is true. That way, we're

375:41

saving credits and we're not spending a

375:43

lot of time and resources on people that

375:45

were never a good fit in the first

375:46

place. Now, one of the great things

375:48

about Clay because it looks like, oh, I

375:49

don't know how to write JSON or figure

375:50

out if that's correct. anywhere in this

375:53

process for those of you that aren't

375:54

techsavvy. All you have to do is come

375:57

into generate use AI and then type in

376:00

what you want what you want it to do and

376:02

it's going to generate that formula for

376:03

you. It makes it unbelievably easy at

376:05

every step including making API calls.

376:07

Now, I could spend hours and hours going

376:09

through each individual thing about

376:11

Clay. That's all done inside of my

376:13

program. So, for now, you should just

376:15

know this is the template. This is the

376:16

workflow that you should use if you

376:18

decide to use Clay. So, what we're going

376:19

to get here is a bunch of good emails.

376:22

There might be some bad emails, but

376:24

you're going to see a lot of catch all

376:26

emails. These catch alls are ones that

376:27

we wouldn't normally email, but because

376:30

we're using this clay workflow, I've got

376:32

a find email step here that's verifying

376:35

these catchalls in real time. So, as you

376:37

can see, three out of four of those are

376:38

valid. This one was invalid. These steps

376:41

are just merging those valid emails. And

376:43

this one was invalid, but a qualified

376:45

lead. So, I'm actually finding their

376:47

true email with find email. So, now I've

376:49

got all of these valid emails kind of

376:51

ready to start emailing. Now, I can

376:53

start what I was talking about earlier,

376:55

which is finding the best PR outlet to

376:57

send them in the cold email campaign.

377:00

So, that's essentially what this is

377:01

doing. This prompt has a list of outlets

377:03

that we typically use and then it goes

377:05

through their company information and

377:07

matches it with the best fit outlet. And

377:09

here are a list of those outlets that

377:11

it's using. And then this step is

377:13

actually writing a PR article title for

377:15

them based on another prompt. So this is

377:18

one of the AI personalizations that

377:19

we're using. And I recommend that you

377:21

get really creative with the ones that

377:23

you use. So when we're reaching out and

377:25

we say, "Hey, I want to write an article

377:26

for you in VentureB. Here's the the

377:29

title I'm thinking. What do you think?"

377:30

That's a really good personalized email

377:33

cuz it incorporates their company in a

377:34

way that they wouldn't normally expect.

377:36

It's a cold email that they've probably

377:37

never received before and it feels like

377:40

somebody took the time to actually put

377:42

together a title for them and genuinely

377:44

wants to write that article. Finally,

377:46

the last step is to add them directly

377:48

into an instantly campaign. And now we

377:50

don't have to have a ton of different

377:52

campaigns with different outlets for

377:54

different industries. It can all go into

377:56

the exact same campaign. That table does

377:58

everything we need it to. It qualifies

378:01

them to make sure they're actually a

378:02

good lead. That'll reduce your list size

378:04

by about 50%. adds AI personalization in

378:07

a really creative and unique way, does

378:09

research into their company, and then

378:10

runs our prompt that comes up with AI

378:13

personalization we know that works,

378:14

verifies the catch all emails so we can

378:17

maximize the number of good leads we're

378:18

reaching out to, and then it adds them

378:20

directly into an instantly campaign. So,

378:22

we don't have to do anything except push

378:24

the lead list into Clay and let it do

378:26

its thing. Now, I told you I wasn't

378:28

going to do a full Clay walkthrough, and

378:29

I'm not. I just wanted to show you some

378:31

of the stuff that they give you in terms

378:33

of signals. So, let's come into signals

378:35

and see what are some of the stuff

378:36

that's offered up here at top. If you

378:38

want to do job changes, new hires, job

378:41

postings, promotions, news and

378:42

fundraising, and then custom signals,

378:44

these are all really easy ways to latch

378:46

on to these signals without you having

378:48

to build separate automations to find

378:50

them. And then you can run workflows

378:52

based on this data. And Clay does a

378:54

really good job at keeping this

378:55

populated with new data. So if you don't

378:57

want to do like appy to nadn to monitor

379:00

for new hires or new job postings, you

379:02

can use the clay native data and it's

379:05

going to be much better than the Apollo

379:06

data. So let's go ahead and see what

379:08

kind of templates are available to us

379:09

and this is going to be a good tell for

379:11

like what's possible with Clay. So some

379:13

of the advanced stuff that Clay makes it

379:15

really easy to do. Search with Google

379:17

Maps. So instead of building a Google

379:18

map scraper, you can do it right here.

379:20

Find key decision makers at target

379:22

companies. So, if you're looking to

379:24

reach out to Fortune 500 companies, this

379:26

is something that you can use.

379:28

Discovering open roles, uncover job

379:30

openings from company websites, recently

379:32

hired decision makers, this is actually

379:33

one that we kind of just talked about.

379:35

You know, if you're selling a marketing

379:37

offer to big companies, it's much easier

379:39

to sell it to newly hired CMOs,

379:41

transforming personal emails to work

379:43

emails, so it's really good at data

379:44

enrichment. Just a lot of great stuff

379:46

that helps you automate a lot of things

379:48

that would normally be really hard. I'm

379:50

going to go ahead and click new and I'm

379:51

going to do a new workbook. And within a

379:53

workbook, you can have different tables.

379:55

It's like having subshets in a Google

379:57

spreadsheet. So, I'm going to go ahead

379:58

and click add. And then there's

379:59

different ways to populate a table with

380:01

data. Now, normally you'll just be

380:03

importing it from CSV from your Apollo,

380:06

but there's a lot of other stuff that

380:07

you can do here like pulling it in from

380:09

a web hook. So, maybe you are running an

380:10

automation and you want to shoot people

380:12

into your clay table for processing. I

380:15

actually do this quite a bit and it

380:16

works well. But if you scroll down, you

380:18

can look at all of these different ways

380:19

that you can pull in data. Find

380:21

lookalike companies with Ocean.io.

380:23

They've got a native Clay integration.

380:25

So you don't have you don't have to sign

380:26

up for the platform. You can just do it

380:28

automatically here. So it's really good

380:29

for finding ideas, too. If you don't

380:31

know how to find your lead list, pull

380:33

leads in from Phantom Buster, you can

380:35

pull them directly from Ampify. You can

380:36

pull them from social media. So there's

380:38

just a lot of cool stuff that you can do

380:40

within Clay. And if you want the

380:42

template for that standard workflow,

380:43

it's going to be inside of the

380:44

resources. But if you want templates for

380:46

a lot of the more advanced workflows

380:48

that we're doing within Clay, those are

380:50

a lot more specialized. They're going to

380:52

be inside of the insiders program, each

380:54

of those templates requires

380:55

instructions, and you need to know why

380:57

I'm doing certain things, using certain

380:59

prompts, and how to customize it for

381:01

yourself. All right. Now, I just wanted

381:02

to show you something really cool that's

381:03

possible with Clay. Now, we talked about

381:05

really custom enrichments, finding

381:07

website vulnerabilities, SER rankings,

381:10

scraping social media posts, and really

381:12

just using data about a company that's

381:15

not generally accessible. And if you can

381:17

find something specific to use and then

381:19

write the personalization based on what

381:21

you learn in in that specialized data,

381:23

then you're going to have a really easy

381:25

time getting people to reply because

381:27

they're going to think you did research

381:28

on them and then wrote the

381:29

personalization. So, here's a good

381:31

example. This is a platform called Tel

381:33

Aviv that we're using to go through

381:36

somebody's website and identify all of

381:38

the vulnerabilities. So, we're starting

381:40

the scan, getting the scan results, and

381:42

then feeding the scan results to ChatGpt

381:45

to actually write a personalization

381:47

based on the vulnerability scan. Now, we

381:50

use this same strategy for all of our

381:52

cyber security clients and it works

381:54

unbelievably well. So, if you can find a

381:57

strategy like this, so for example, say

381:59

you're an SEO company and instead of

382:01

scanning vulnerabilities, maybe you're

382:02

scanning their current search rankings

382:05

and you give them that in the cold

382:06

email, then there's a really good chance

382:08

that they think you took the time to do

382:10

the research and then write the cold

382:12

email. So, no matter who you're reaching

382:13

out to or what your offer is, chances

382:15

are there's something like this that you

382:17

can come up with to really stand out in

382:20

your industry and make your prospect

382:22

think that you took the time, spent the

382:25

money, took the resources to give them

382:27

something valuable inside of that cold

382:29

email. So, that's the real power of

382:31

Clay. Makes it unbelievably useful,

382:33

especially if you know what other tools

382:35

that you can add to really get the most

382:37

bang for your buck. The single biggest

382:39

shift in cold email strategy in 2025 is

382:42

the use of signals. Using modern lead

382:44

genen tools, we can now solve one of the

382:46

oldest problems in cold email. That

382:48

problem is that you have no reason to

382:50

email somebody other than to sell

382:52

something and they know it. But now by

382:55

using a signal, you have something to

382:57

say other than, "Can I tell you about my

382:59

thing?" And instead of just hoping that

383:01

a prospect is a good fit, if you use a

383:04

signal, you make damn sure that they

383:05

are. This is how to use signal workflows

383:08

and build automations that add leads

383:10

into your campaign on autopilot

383:12

utilizing various different signals. So,

383:14

there are some different requirements to

383:16

run signal workflows. This is not for

383:17

the faint of heart. First, you're going

383:19

to need a source of the signal that has

383:21

accurate and recent data. It needs to be

383:24

correct and it needs to be timely. The

383:26

second thing you need is a way to push

383:28

that data into your cold email system.

383:30

If you're going to use signals, then you

383:32

need to automate them. And I'm going to

383:33

show you how to do that really easily.

383:35

You need an automation to validate,

383:37

clean, and qualify the leads just like

383:39

you would pulling data from Apollo. And

383:41

we're going to talk about some of the

383:42

common tools used to run these signal

383:44

workflows like make.com, Clay, Naden,

383:47

Apify, and Trigify. Benefits of using

383:49

signals. Well, they're much more

383:51

relevant emails. They actually do need

383:53

your thing. They're doing something in

383:55

the world that causes this signal to

383:57

trigger that makes you think that

383:58

they're a good fit. You get a much

384:00

higher reply rate. This is how you

384:01

activate that 5 to 20% reply rate range.

384:04

You get much better personalization if

384:06

you're using a signal. You actually have

384:08

something to say other than buy my

384:10

thing. And you can use the information

384:12

from that signal to write an AI

384:14

personalization that actually converts.

384:16

And then if you know what you're doing,

384:17

and you will by the end of this module,

384:18

you'll be able to automate the lead flow

384:20

from that signal all the way into your

384:23

instantly campaign. What about the

384:24

downsides of using signals? Well, they

384:27

can be somewhat complex to set up. They

384:29

can require costly software. In fact,

384:31

usually they do. And you might go

384:33

through all the effort and stress of

384:35

setting one of these signal workflows up

384:37

and you've probably got a 50% chance

384:39

that it still doesn't work as well as

384:41

your control campaign where you're just

384:43

pulling Apollo data, cleaning it, and

384:44

putting it inside of instantly. So my

384:46

recommendation, especially if you're a

384:48

beginner, is not to try and do this

384:49

first. You should validate your offer

384:51

first using the fundamentals and then

384:54

once you've mastered that and you have a

384:55

good performing control campaign, then

384:58

you can try and use some of these

384:59

signals. All right, so now I want to

385:01

walk through some of the most common

385:02

signal workflows that you can use and

385:04

I'll tell you a little bit about how you

385:06

can start building them. The first, and

385:07

this is a really popular one, is the job

385:09

listing signal workflow. So why is this

385:12

workflow so powerful? Say your company

385:15

is has a job listing open for business

385:17

development representatives and that job

385:20

description is they want that person to

385:21

do cold prospecting and outreach. Well,

385:24

if I'm trying to generate leads for my

385:26

cold email offer and I see that you're

385:29

hiring for that role and I could

385:31

automate what that person does, what

385:33

it's telling me is that you're willing

385:35

to invest in hiring a person to solve

385:38

that problem, which tells me that you

385:40

have that problem and you have money to

385:42

invest and it's a pain point of yours.

385:44

So instead of just guessing that a

385:45

company needs help with B2B lead

385:47

generation because they sell to

385:48

businesses, now they're actually

385:50

signaling to me that they have that

385:52

problem and they're willing to invest

385:54

in. Now there's a couple easy ways to

385:56

set up this specific signal workflow.

385:58

The first and easiest is going to be in

386:00

Clay. So if you come in to the start

386:03

here and you say find jobs, you can

386:05

actually filter by the job that you're

386:07

looking for. And the way to think about

386:08

this is you really want to find specific

386:12

jobs and locations where the company is

386:14

signaling that they're trying to solve

386:16

the problem that that position would

386:17

fill. So that BDR is a good example.

386:20

What about my PR firm? Well, what I

386:22

might want to do is find companies

386:24

hiring people that help with media,

386:26

public relations, communications. But

386:29

what am I going to get if I search for

386:32

that specific role? This is a big

386:34

mistake that people often make. If I try

386:36

and find companies hiring publicists,

386:38

I'm going to get a ton of PR agencies.

386:40

So, I want to exclude specific

386:42

industries as well. And you can do most

386:45

of that within Clay. Sometimes you got

386:47

to get a little bit creative. Now, the

386:48

thing to note here is if you're using

386:50

Clay or or really anything to find job

386:52

data, it's not going to give you the

386:55

person's email address to reach out to

386:56

like you're scraping Apollo. So,

386:58

therefore, you need to enrich that data.

387:01

You're going to have the usually company

387:02

URL, company name, but you're not going

387:05

to know who the decision maker is at

387:06

that company to reach out to. To do

387:08

that, you need to enrich the data,

387:10

typically using a clay table or another

387:13

automation. Another way that you can set

387:14

this up is using Appify to scrape

387:17

LinkedIn jobs on a day-to-day basis.

387:19

That way, you're actually getting the

387:20

most recent data for that job posting,

387:23

probably even more recent than Clay.

387:25

Almost definitely more recent than Clay.

387:26

And you're also not going to need Clay

387:28

if you do it that way. Now, I'm not

387:30

going to walk you through exactly how to

387:31

build each of these signal automations

387:33

because each of them is really in-depth,

387:35

probably takes an hour. I do have that

387:37

training available to you inside of my

387:38

insiders program if you do want to take

387:40

advantage of that. My goal here is just

387:42

to make you aware of these and kind of

387:44

point you in the right direction if it's

387:46

something that you want to do. So, some

387:47

more information about this one. You're

387:49

going to need to find the decision maker

387:50

at that company and you're going to need

387:52

to need to get their email address,

387:53

verify it, and then you'll use the job

387:55

description to write a personalized

387:57

email or first line and then add that

387:59

into your instantly campaign. But the

388:01

most important thing is that you're

388:02

getting an up-to-date list of the job

388:05

listings. Recency is really important

388:07

here. Apollo is too late. Clay is okay.

388:09

Appify is better. Make sure that you're

388:11

excluding your competitors. So in my PR

388:14

agency example, I want to exclude other

388:17

PR agencies. All right, so that's the

388:19

job listing signal workflow. Works

388:21

really well and it's a good first one

388:22

for you to set up if you're interested

388:24

in signals because Clay makes it really

388:27

easy to just go ahead and get started.

388:29

Let's talk about one of my personal

388:30

favorites and that's the social signal

388:32

workflow. So 2025 this has blown up for

388:35

me. It's been unbelievably powerful.

388:37

What a social signal workflow is is when

388:40

somebody comments or likes on a LinkedIn

388:42

post about a specific subject or maybe

388:45

by a specific creator, what they're

388:47

doing is signaling to me that they're

388:49

interested in that topic. They're

388:51

interested in that subject or maybe

388:53

they're interested in that creator. I'm

388:55

learning a lot about that person by

388:57

their engagement in that post and with

388:59

that content. And as an added benefit,

389:00

if they leave a comment, now I have

389:02

something to say about their comment.

389:04

But why this is so powerful is because

389:06

if I monitor LinkedIn now, I've got a

389:08

lot of their professional information as

389:10

well. And if I have their LinkedIn

389:11

profile, I can most likely find their

389:13

email address. So how this works, I want

389:15

to monitor specific content, specific

389:18

creators, find people engaging with

389:19

their posts. I want to find their email

389:21

addresses, and then I want to write

389:23

personalizations based on the subject

389:25

they commented on, about their comments,

389:28

and about that creator. Now, I have a

389:30

lot to say specifically to that person.

389:32

And if I've got a good LinkedIn

389:33

presence, then this makes everything

389:35

cake. And by the way, if you're

389:36

following the same creator and you can

389:38

say something about a creator that you

389:39

both like, now you have instant rapport

389:41

and you automatically build trust with

389:43

that person. Then you can use something

389:45

like Clay or NAN to automate that person

389:47

into your Instantly AI account. Let me

389:50

show you a little bit about how this

389:51

workflow works. So this is a tool called

389:53

Trigify. It makes the social listening

389:56

really easy. You can add specific

389:57

creators to follow and then anytime

390:00

someone engages with that creator's

390:01

post, Triggerify is scraping those

390:03

LinkedIn posts and bringing those

390:05

profiles into this table. Now I can

390:07

really quickly, as you can see, that's

390:08

already got the clay next to it. These

390:10

are already getting pushed into my clay

390:12

table for processing. So this is one of

390:14

the creators that I'm targeting. His

390:15

name is Benjamin. He does a lot of

390:16

marketing content. And look, Felipe from

390:19

Instantly also commented here. So it's

390:20

pulling all of his engagers into this

390:22

list and then it's sending them into my

390:25

clay table. Now, I show you how to set

390:26

this up in depth inside of my program,

390:28

but let's just go into my Clay table so

390:30

you can see what actually happens when

390:32

these leads are pushed from Trigify and

390:34

into Clay. So, it receives these web

390:36

hooks from Clay and I get all of this

390:38

data. I get the LinkedIn post that they

390:40

commented on. I get their company

390:43

information, their industry, their job

390:45

title, and then the first thing that I

390:47

want to do once I'm done processing

390:49

their data, this is the end of the data

390:51

I receive, is qualify them. Are they a

390:53

good fit for my offer or not? And that

390:55

prompt is going to change based on who

390:57

you sell to and what you sell. So, I'm

390:59

not going to go through the prompt too

391:00

much. All I really want is a yes or a

391:02

no. If it's a yes, as you can see, it's

391:04

like maybe 30% yeses, maybe 20%. Then I

391:07

want to find the LinkedIn author. Then I

391:09

want to find their email address. I'm

391:11

using ICPS to do that. Then I want to

391:13

validate their email address. Oops, it

391:15

was a catchall. Find email did it and

391:17

got their correct email address. It

391:19

looks like ICPS was right both times on

391:22

both of these. Then you want to write

391:23

your personalization and add directly to

391:25

instantly. Now this runs pretty much on

391:27

autopilot. So it's looking at these

391:29

signals, pushing people into my

391:31

campaign, and I know that all of the

391:33

people who are leaving those comments or

391:35

liking those posts are in fact

391:37

interested in the content and the topic

391:39

and lead generation. And we have instant

391:41

rapport because we're following the same

391:43

LinkedIn creators. It's also great for

391:44

driving people to my LinkedIn profile

391:46

cuz I usually just drop my LinkedIn at

391:48

the end of that email. It builds trust.

391:50

Now they go and follow me on LinkedIn as

391:51

well. Now, you can set up that same

391:53

signal workflow using Ampify and NAND.

391:56

So, you don't have to pay for Trigify. I

391:58

think Trigify, I pay about $150 a month

392:01

for this specific use case, but I could

392:04

automate that with Appify as well. All

392:05

right, let's talk about company signals.

392:07

So, we kind of touched on this earlier

392:09

when we were talking about list

392:10

building. You know, recently funded,

392:12

company growing, IPO, likely. These are

392:15

all really good signals to use if the

392:17

data is accurate and especially if it's

392:19

timely. So, if you're too late on a

392:21

recent funding, it's you may as well not

392:23

use it at all. So, what if you do want

392:25

to use these signals? What if you think

392:26

it's a really good idea? You want to

392:28

target people with recent funding, you

392:29

need to make sure that you're first to

392:31

the data. And one of the best ways to do

392:33

that is use the source that most of

392:35

these other data aggregators like Clay

392:38

or Apollo are using. You want to use

392:40

Crunchb and you want to scrape it every

392:42

day. All right. So, let's go to Crunchb.

392:45

We're in Crunchb. This is the source of

392:47

the data. Crunch is the one collecting

392:48

it. So now we're going to come into

392:49

signals under companies and see what we

392:51

actually have to work with. We've got

392:53

heat scores, growth events, growth

392:55

predictions, funding predictions. These

392:57

are companies that they think are going

392:59

to get funding. IPO predictions, news

393:02

insights, meaning this company was

393:04

recently in the news, acquisition

393:06

prediction, no layoffs reported,

393:08

leadership hire. These are really good

393:10

signals that we can use and they're at

393:13

the source. So this is where the source

393:15

comes from. So what if I wanted to

393:16

automate this? I wanted to scrape new

393:20

signals that are funding prediction very

393:22

likely and I want to put this into a

393:25

clay table or into an NADN automation.

393:27

Well, this is where you really want to

393:28

reach for something like Ampify. And I

393:30

use this for everything. I'm on their

393:32

like $500 per month plan. I use this

393:34

like crazy, but there's almost nothing

393:36

that you can't scrape here. So, if I go

393:38

to the Appify store and I type in

393:40

CrunchBase, this will let me

393:42

automatically pull data from CrunchBase

393:44

and put it basically wherever I want

393:46

using web hooks and API calls. So, a

393:48

couple questions to ask yourself. What

393:50

is the source of the data? And then, how

393:52

do I scrape the data and get it into my

393:54

campaign? So, there's specific workflows

393:56

that I use. I really just copy and paste

393:57

them now because they're all relatively

393:59

the same. This is how those workflows

394:00

typically run. Every day at a certain

394:02

time frame, it'll run the actor and

394:05

start the scraping. It'll wait, see if

394:07

it's done, and then get the data from

394:09

that scrape. Can filter by time frame,

394:11

so you're only getting the most recent

394:12

data. And then you're databasing, so

394:14

you're checking whether or not you've

394:15

used that company yet. If not, you're

394:17

going to go ahead and run an AI prompt

394:19

to qualify that lead, make sure they're

394:20

a good fit. If they are a good fit, they

394:22

proceed. If they're not, they add them

394:24

to the database so you don't use it

394:25

again. And if it proceeds, now you can

394:27

go ahead and do research, write copy,

394:29

and then add it to a sheet or add it to

394:31

your Instantly AI account. Now, if

394:33

you're interested in learning how to do

394:34

this and getting templates for this,

394:36

again, get into that insiders program.

394:38

That's where all of that detailed

394:39

step-by-step workflows are going to

394:41

live. Now, one of the things that you're

394:42

going to have to master if you want to

394:44

use signals is enrichment. So, a lot of

394:46

these signals don't give you the

394:47

decision maker's email. You need to

394:49

figure out who that decision maker is,

394:51

and then you need to figure out how

394:52

you're going to get their email address.

394:53

So, with this Crunchb example, you're

394:55

not typically going to get their CEO's

394:58

name and their email address. You're

394:59

just going to have the organization

395:00

name. So using that, you're going to

395:01

have to find the decision maker. And you

395:03

can use tools like find email or even

395:05

Apollo's API to do that. Or if you want,

395:08

you can always use your clay credits. I

395:10

just want to reiterate, once you

395:11

understand this basic idea of signals

395:14

and how it works, the sky's is the

395:16

limit. There's almost nothing that you

395:17

can't create. You're monitoring the

395:19

internet for some sort of event. You can

395:21

get lots of ideas just by going in Clay

395:23

and playing around or by watching my

395:25

videos. And then once you understand how

395:26

to build these workflows, you can latch

395:29

on to just about any signal you can

395:31

imagine. So my spam inbox signal that I

395:34

I've talked about extensively is one

395:36

perfect example of that. A PR award

395:38

workflow. So I run a PR agency. What's a

395:41

good tell to me that somebody cares

395:43

about their PR? Well, if they're winning

395:45

a PR award somewhere else. So how would

395:47

I know that? Well, I can monitor Google

395:49

to see new award announcements. It's a

395:51

really easy search to do. And in fact in

395:53

Ampify you can come in and say run a

395:55

Google news scraper once a day and see

395:57

if any new awards have been announced.

395:59

Business awards, entrepreneurship

396:01

awards, you name it. And then I can

396:03

scrape those articles to find the

396:05

winners and then enrich them from there.

396:07

So once you understand that basic

396:08

principle, there is nothing that you

396:10

can't build. All right. Now some

396:11

recommended tools if you want to start

396:13

using signals. Clay makes everything a

396:15

little bit easier. You might not be able

396:17

to do everything with Clay, but even if

396:19

you can't use the signal on Clay or use

396:21

their data, a lot of times you want to

396:23

push your own signal data into Clay to

396:26

do the rest of the job. So you're not

396:27

relying on these giant nadn or make.com

396:30

automations to like verify the emails

396:33

and write the personalization. You can

396:35

just do it really quickly in clay.

396:36

Aify.com. Highly recommend using this.

396:39

This is what I use for most of my

396:40

automations. And you can get a huge

396:42

discount on that by going to my software

396:44

vault. And then you'll probably need

396:46

either make.com or nadn if you're

396:49

feeling a little bit more advanced. But

396:50

you can get 12 months for free on

396:52

make.com using my link in the software

396:54

vault. Or you can install nadn on your

396:57

own instance or you can use nadn and

396:59

it's super affordable. You can also

397:01

consider using additional tools like

397:03

triggery for those LinkedIn social

397:04

signals. You can also use ampify for

397:06

that. And then you might want to think

397:08

about getting subscriptions to

397:09

CrunchBase if you want to use their appy

397:12

scrapers because most of those appy

397:14

scrapers do require you to have a pro

397:16

license so that you can basically import

397:18

your cookie and scrape from your

397:20

account. Another new company I'm working

397:21

with is called Audience Lab. Uh to be

397:23

fair, I haven't tested this data yet,

397:25

but in here you can actually build

397:27

audiences based off of intent. So we saw

397:30

inside of Apollo they have those buyer

397:32

intent signals. Well, inside of audience

397:35

lab, you can actually get much more

397:37

granular with them. So, I'm going to

397:38

come into intent. I'm going to come into

397:40

pre-made B2B, and I want to find

397:42

companies who are interested in lead

397:45

generation. So, let's just say lead

397:48

management. And there's lots of

397:49

different intent filters that you can

397:51

use. Then you can hyper segment by

397:53

specific job titles and a lot of other

397:56

factors. And it will generate an

397:58

audience for you based on those intent

397:59

signals. and then you can push them into

398:01

your clay table or your automation using

398:03

web hooks. This is the most promising

398:05

solution that I found for buyer intent

398:07

data and I'll get back to you on whether

398:09

or not this is effective or not, but

398:10

I'll will tell you that the Apollo buyer

398:12

intent data is not effective. All right,

398:14

this is just a note that if you're

398:16

interested in implementing a lot of

398:18

those more advanced signal workflows

398:19

that I just mentioned, all of those

398:21

things are available in my insiders

398:23

program. That's where we can really get

398:24

into the weeds, give you templates that

398:26

you agree not to share and distribute,

398:28

and I can walk you through step by step

398:30

how to actually implement them. So, if

398:32

you're interested in joining the

398:33

Insiders program, it's just

398:34

leadgenj.com/insiders.

398:36

And it's not just for advanced stuff. It

398:38

takes you all the way from beginner to

398:40

advanced. We do free mailbox setup. You

398:42

get free unlimited use of all of our

398:43

copywriting tools. There's a lot of

398:45

modules and lessons in there that I do

398:47

not teach on YouTube that are still too

398:48

sensitive for YouTube. So, definitely

398:50

consider joining. The price goes up

398:51

every quarter. And make sure that you

398:54

check the free school community. Join

398:55

that first. Inside this resources

398:57

document, you're going to find a

398:59

discount code for the insiders. Make

399:00

sure that you join that to get that

399:02

discount code if you do want to join.

399:03

And I never do discount codes. Okay.

399:05

Now, next, I want to talk to you about

399:07

something really advanced and really

399:09

fun, which I'm really excited about in

399:11

2025. I'm using this like crazy and a

399:14

lot of people are paying me a lot of

399:15

money to install this for them. And that

399:17

is reply automations. We're going to be

399:20

walking through some different levels of

399:21

this. Even if you're not that advanced,

399:24

I'm going to give you some workarounds

399:25

to build some of these reply

399:26

automations. And if you're interested in

399:28

learning how we're doing what I call the

399:30

reply JII. Can't wait to show you how it

399:32

works. Let's dig in. One of my greatest

399:34

contributions to the cold email world

399:36

has been in AI reply automations. See,

399:39

in 2024, I designed version one of a

399:41

system that could reply to every cold

399:44

email on autopilot. And the replies were

399:46

instant. They were personalized and they

399:48

converted three times better than our

399:50

team of BDRs. And since then, more than

399:53

150 cold email agencies and high volume

399:56

cold emailers have installed this same

399:58

system and watched their own booked

400:00

calls skyrocket. In this module, I'm

400:02

going to show you how it's built and

400:03

where to get the blueprint to install

400:05

this yourself. But I want you to

400:06

remember getting replies is only half

400:09

the battle. Converting replies is what

400:12

this is all about. This is reply

400:13

automations. how to use AI automation to

400:16

manage your cold email replies. So, a

400:18

quick overview first just to kind of set

400:20

the pace. Reply automation is triggering

400:22

an action when a reply is received

400:24

inside of Instantly. And as you already

400:26

know, the sooner that you reply to that

400:28

lead, the higher the chance of success.

400:30

In fact, if you reply within 30 minutes,

400:32

you actually have a 60% higher chance of

400:35

converting that lead into a call. And

400:37

automations can help assist you in

400:39

getting to replies fast, doing the

400:41

research, and even sending the replies

400:44

automatically. So, there's three levels

400:45

of reply automation that I'm going to be

400:47

going through, ending with my replyji

400:49

system. But you don't have to get super

400:51

advanced to utilize AI in your replies.

400:54

As I showed you earlier, Instantly

400:56

actually has a built-in feature to help

400:58

automate replies using AI. You can get

401:00

app notifications and then if you trust

401:02

it, you can enable AI inbox manager

401:04

directly in instantly to start handling

401:06

those conversations for you. And you can

401:08

do all of that without needing NAN or

401:10

make or understanding how to build AI

401:13

models or write prompts. All of that can

401:15

happen automatically inside of

401:16

Instantly. And just to kind of

401:17

reiterate, let's go back into the

401:19

Instantly dashboard and show you where

401:21

all this stuff lives. So coming into

401:22

Instantly, let's go into settings. We

401:24

want to make sure your preferences are

401:26

set up to enable some of these features.

401:28

So, we're going to go to preferences.

401:29

We're going to go to AI automations and

401:31

make sure that all of these are on

401:33

except AI inbox manager. You want to

401:35

automatically suggest replies with

401:37

OpenAI. You ought to enable these

401:40

positive reply notifications. And then

401:42

you really want to start saving all of

401:43

those snippets inside of the UniBox and

401:46

then using the snippets when you're

401:47

interacting. You also want to make sure

401:49

that you have your OpenAI connected. So,

401:51

if you come to integrations and apps,

401:54

connect your OpenAI here. You're going

401:55

to want to add your API key. And if you

401:57

don't already have one, you're going to

401:59

need to know how to make one for this

402:00

and for lots of other stuff. All right,

402:02

so that's the beginner level. Nobody

402:03

should have an excuse not to be able to

402:05

at least use those features. Now, let's

402:07

talk about the middle level. If you're

402:09

intermediate, this is something that

402:11

would be really useful, and I kind of

402:12

touched on this earlier, but you can

402:13

build your own reply automations inside

402:16

of Zapier or Make or NAND. Now, if

402:19

you're a beginner, I recommend using

402:20

make.com, and you can get that 12 months

402:22

for free as part of my insiders program.

402:25

I want you to take a look at the

402:26

automation to your right. That's going

402:27

to be available to you to copy inside of

402:30

the resources. But what does this

402:32

automation do? Well, it catches the new

402:34

replies inside of instantly. And you

402:36

actually don't even need to use the web

402:37

hooks. I like doing it because it gives

402:39

you a little bit more control. But if

402:41

you actually come into make.com and

402:43

started from scratch here, they actually

402:45

have native instantly integrations. So

402:47

you can watch for these events and

402:49

create the web hooks directly within

402:51

make. They have instantly integrations.

402:53

So when apply comes in, this gets

402:54

triggered and then you can take several

402:56

actions from there. So the actions that

402:58

I'm typically using are I want to do

403:00

research onto that person. I have their

403:02

website. I typically have their company

403:04

name and I can have Perplexity go out

403:06

and do a search on them and come back

403:08

with specific information that I can use

403:11

to generate a targeted reply. So once I

403:13

have that research and I want to

403:14

generate a reply that my team can use, I

403:16

will actually add a module for OpenAI

403:19

and you're going to have a template for

403:21

this. See, OpenAI assistants are really

403:24

easy for even beginners to train and to

403:26

give information to. The benefit of

403:28

using an assistant is because now you

403:30

can call specific files that that

403:32

assistant has access to. And this is all

403:35

going to be available to you as well as

403:37

the YouTube video to watch and the

403:39

blueprint inside of the resources. But

403:41

what you're going to do is you're going

403:42

to call your assistant that's already

403:43

trained on your knowledge base, how to

403:45

respond to different situations, your

403:47

reply database, if you will. And by the

403:49

way, guys, if you want help drafting

403:51

replies, that is another lead magnet

403:53

that we have. All you have to do is

403:54

upload your sequence or give us some

403:56

information about your company and we'll

403:58

actually find the most common questions

404:00

that people are likely to ask, find the

404:02

answers to those questions, and write

404:04

how you should present them as a cold

404:06

email reply and send you a list of those

404:08

replies so you can just import them as

404:10

templates. So, if you're interested in

404:11

that, again, it's all going to be in the

404:13

resources for you. So, this is going to

404:15

draft the reply that's going to create

404:16

the response. It's going to database it

404:18

inside of Google Sheets and then it's

404:20

going to send an email to your team and

404:21

that email is typically going to go to

404:23

your salesperson and it's going to have

404:25

a link to the uni box to go reply. It's

404:27

going to have the research and it's

404:29

going to have the suggested reply that

404:31

you can send to the lead inside of

404:33

instantly. And of course, the templates

404:35

are going to be available for you inside

404:36

of the course mastery notes. Just to

404:39

kind of recoup how this automation

404:41

works, it catches all of the incoming

404:42

replies, does research, it messages an

404:45

OpenAI assistant that's already trained

404:47

on my knowledge base and how to respond

404:48

to certain situations. Again, detailed

404:50

information about training is going to

404:52

be in that YouTube video. It uses that

404:54

to draft its most likely reply. Then it

404:56

databases it in Google Sheets and sends

404:58

it to my team to quickly go act on that

405:01

lead with a draft reply in hand, with

405:03

research on hand, and a direct link to

405:05

the UniBox. But let's be honest, this is

405:07

what most of you are here for, and

405:09

that's learning how the replyji

405:11

automation works. Now, this is a fully

405:13

autonomous solution that creates

405:15

personalized replies at scale. There's a

405:17

human check step, so it doesn't just

405:19

send them automatically. You can either

405:21

elect to approve them or have them sent

405:24

immediately and automatically. It

405:26

utilizes AI agents that are trained on

405:28

on historical replies to create the

405:30

perfect reply every time. It's fully

405:32

customizable for various use cases like

405:35

my reverse lead magnet. If they say a

405:37

trigger word or it reads the

405:39

conversation and decides that they are

405:41

saying yes to my reverse lead magnet, it

405:43

triggers that workflow. What's crazy is

405:45

that it's fully trainable. It gets

405:47

better the more feedback that you give

405:48

it. And there's built-in mechanisms so

405:50

you can quickly train it if it ever gets

405:52

something wrong. And of course, it

405:54

integrates with notion or air table so

405:56

that you can actually check and make

405:58

sure that each reply is correct. So this

406:00

is the replyji 2.0. 0. I'm going to be

406:02

walking you through a little bit about

406:03

how I set this up. But what's so

406:05

powerful about this system is that it

406:07

utilizes two things. It uses AI agents

406:10

and the knowledge base inside of those

406:12

agents, but it also utilizes instantly's

406:14

API. Now, to make API calls, we're

406:17

talking to and from Instantly. So, I can

406:19

get the thread and then I can respond

406:21

directly in that thread. So, you never

406:23

even have to log into Instantly to check

406:25

the replies. So, here's how this

406:27

workflow works. We've got a web hook

406:29

just like in make.com that's catching

406:30

all of the replies. We're then making an

406:32

API call to instantly to get information

406:35

about that thread. We're then using AI

406:37

agents to first categorize the

406:39

conversation. Yes, Instantly tags them

406:42

as interested or not interested, but I'm

406:44

interested in getting a little bit more

406:46

granular than that. So, I have a few

406:48

different categories that I want the AI

406:50

to to batch somebody into. And it uses

406:52

my specific prompt instead of whatever

406:54

prompt instantly uses to label them. It

406:57

actually uses the one specific to me

406:59

that is going to work for most of you to

407:01

batch them into these different buckets.

407:02

The first one is interested replies. Is

407:05

this person interested in having a

407:07

conversation? Should I reply to this

407:09

person? If they're interested, it gives

407:10

them that interested tag. And then this

407:13

is really where the magic happens,

407:15

creating that reply. This wasn't really

407:17

possible before NAND's AI agents, but

407:19

now it's unbelievably easy to do this in

407:21

a single step. This AI agent will do

407:24

research on the lead with Perplexity

407:25

tool. It'll keep a memory of recent

407:28

chats with that thread. So maybe this

407:30

isn't the first time that they've

407:31

replied. Maybe it's the third time and

407:33

you're in an ongoing conversation. Using

407:35

the memory, it's actually going to know

407:37

the entire history of that chat. We're

407:39

using the cloud model to write the best

407:41

copy. And we're using the superbase

407:43

knowledge base to quickly recall

407:46

previous training, previous

407:47

conversations, and always come up with

407:49

the perfect reply. After that, it

407:51

converts it to HTML, which is the format

407:53

that you need to send back to instantly.

407:55

and then creates a notion page, which

407:57

I'm going to show you exactly what that

407:58

looks like now. So, all of that

407:59

information is now sent into notion so

408:02

that my team can take action. And you'll

408:03

see a bunch of different stuff going on

408:05

here. Let me explain to you how this all

408:07

works. On the left hand side, this is

408:09

the category, the label that that lead

408:11

gets assigned, the last message that

408:12

they sent, the AI reply that we came up

408:15

with. This good column is the trigger

408:16

column. So, my team is really just

408:18

coming in here and selecting the best

408:20

response, whether that message was

408:21

delivered to them successfully, and then

408:23

additional information that's being

408:25

collected inside of notion. But all my

408:27

team has to do is come in here and these

408:29

good columns will be blank. They'll read

408:31

the AI reply. They'll read the last

408:32

message if they want. And then if they

408:34

want to send it, all I have to do is,

408:35

hey, good. Now, what's great here is

408:37

you'll see a lot of these send AI

408:38

sequence. This is my reverse lead

408:40

magnet. So what's happening inside of

408:42

ReplyJI based on the category that it

408:44

assigns, it's choosing which direction

408:47

to send that lead. So for custom paths,

408:49

this is where I'm sending my send AI

408:52

sequence, my reverse lead magnet. So

408:55

what's happening is it's giving them a

408:56

tag and the best part is there is no

408:59

check step for my team because it

409:01

automatically designates that as send AI

409:03

sequence and it immediately triggers an

409:05

additional automation for that reverse

409:07

lead magnet. So, let's talk about some

409:08

of the other paths and why this is so

409:10

powerful. If they say no or they're not

409:12

interested, I'm interested in more than

409:14

just knowing whether they said no or

409:16

not. I'm interested in what type of no.

409:18

I kind of mentioned this earlier,

409:19

replying to the soft nos. That's what

409:21

this is all about. So, if it's a soft

409:23

no, it categorizes them as soft no and

409:25

still generates a reply for them. It's

409:27

not going to expend all the resources

409:29

and doing a bunch of research and

409:31

accessing the knowledge base. It's just

409:32

going to be a really simple soft note

409:34

template. And this is right almost 100%

409:36

of the time. And I could send this

409:38

directly back to the lead without having

409:40

to go into notion. And then hardno is

409:42

another important automation because it

409:44

labels them hard no. It deletes the lead

409:46

and it adds them to a block list. This

409:48

is how the first step of the replyji

409:50

automation works. But there is a second

409:52

really important step to actually

409:54

deliver those cold emails. Now, it would

409:56

be actually be much easier if I trusted

409:58

this thing 100% of the time and instead

410:01

of adding these to notion or I can add

410:03

them to notion also just send them

410:05

directly back into instantly and reply

410:07

immediately. I could do that really

410:09

easily with a single API call but

410:10

instead I want to put it into notion so

410:12

that my team can actually check and

410:14

continue to train the AI. All I have to

410:16

do to train the AI as you can see send

410:18

revised. This is one that was trained.

410:19

So the AI reply got something wrong and

410:22

my team came in here and they did the

410:24

correct reply. You can also enter the

410:26

correct reasoning to try and give the AI

410:28

a reason that it was wrong. And then

410:29

I'll show you what's going to happen

410:30

with this in just a second. But what

410:32

that'll do is it sends the correct reply

410:34

and it also trains your knowledge base

410:36

on why it was wrong. And this brings me

410:38

to step two of the system, which is the

410:40

sending module and the AI training

410:42

module. Based on what you say here in

410:44

this good column, different web hooks

410:45

are triggered. And you can do this by

410:47

setting up automations from inside of

410:50

notion. You can do the same thing inside

410:52

of Air Table. So that's how those web

410:53

hooks are getting triggered. And then

410:55

based on which web hook, it sets the

410:57

reply and then it sends as an API call

411:01

inside of instantly. If it's successful,

411:03

you get a send success. If it's send

411:05

fail, you get a send fail in notion. So

411:07

the sending module is pretty simple. The

411:08

AI training module is a little bit more

411:10

detailed. This is actually what powers

411:12

this whole thing. And especially when

411:14

you just install this, you're going to

411:15

have to be doing a lot of training,

411:17

which is why I needed to make the

411:18

training process as easy as possible.

411:21

Superbase is actually a free tool that

411:23

you can use for databasing and knowledge

411:25

basing. So when that train AI is

411:26

triggered, this AI agent goes through

411:28

the revised copy. It goes through the

411:30

reasoning. It goes through what it said

411:32

and it figures out what to add to the

411:35

knowledge base so that it doesn't mess

411:37

up the next time. Then it uses the

411:38

correct information. And just like that,

411:40

once you install this thing and train it

411:41

for about a week, now you can manage

411:43

your replies at scale. Now this does

411:45

obviously require a little bit of

411:47

technical knowledge. You need to

411:48

understand automations, prompting, and

411:50

you can't just copy and paste my exact

411:52

system into yours because chances are

411:55

your knowledge base is going to be

411:56

different. You need to set up your own

411:58

Superbase accounts and AI profiles. So,

412:00

there's a lot of nuance that goes into

412:01

this. So, if you're interested in

412:03

learning exactly how to set this up with

412:05

all of the blueprints and the

412:06

walkthroughs, make sure to join the

412:08

insiders program, and that's going to be

412:09

available for you in there. This is only

412:11

for insiders members. All right, so

412:12

here's some of my recommendations for

412:14

handling replies. When you're a

412:15

beginner, use Instantly's built-in AI

412:18

when you're getting started. You don't

412:19

need this giant bloated ReplyJI system

412:21

unless you have a lot of incoming

412:23

replies that you can't keep up with.

412:25

Now, once you have 10 or more replies

412:27

every day, then you can think about

412:29

launching something like ReplyJI.

412:31

Remember, don't worry about automating

412:33

replies until you have lots of replies.

412:36

Don't try and solve problems that you

412:37

don't have yet. First, solve the problem

412:39

of getting a lot of interested replies

412:41

coming in. Once it becomes more than you

412:43

can manage, that's a good problem to

412:45

have. Then you can install ReplyJI. Now

412:47

that you've watched this video, you will

412:49

not be able to escape me. Google knows

412:51

that you watched and now I'm going to be

412:53

following you all around YouTube and

412:55

their entire display network. I'm going

412:57

to show you ads until finally you give

412:59

in and you click and then I've got you.

413:01

You're pixelled. You're going to start

413:03

getting ads on Reddit, LinkedIn,

413:05

Facebook, and Instagram. And then

413:07

finally, you're going to opt in. And

413:09

once you do, I'm going to be contacting

413:11

you by email, by iMessage, by voicemail,

413:14

and even direct mail. In some cases,

413:16

you're going to think I'm everywhere or

413:18

omniresent. And this is the power of

413:20

omni channel marketing. Making your

413:22

leads think that they know you because

413:23

now they're seeing you everywhere. This

413:25

makes them trust you and eventually

413:27

they're not going to be able to help but

413:29

buy from you. But you don't need a

413:30

YouTube channel to take advantage of

413:32

omni channel. This is only one form of

413:34

top offunnel traffic. people who don't

413:36

know who I am and are discovering me

413:38

just like you probably are now. No, the

413:40

greatest top offunnel source of all time

413:42

is cold email. And I'm going to show you

413:44

how to leverage the same omni channel

413:46

principle on cold email. This is omni

413:48

channel outreach. Making your prospects

413:50

think that you're everywhere like it was

413:52

their idea. And see that meme? That's

413:54

going to be you. I'm going to be

413:55

following you everywhere. You're going

413:57

to really fall in love with this pretty

413:58

face and all of my fun ads. So, what is

414:00

omni channel? Well, it's essentially

414:02

what it sounds like. utilizing different

414:04

platforms to make your prospects think

414:06

you're omniresent like God. You may also

414:08

have heard this called multi-channel or

414:10

crossplatform. It's all the same thing.

414:13

And some common channels that we use to

414:15

do omni channel are paid ads, SMS, we

414:18

use voicemail drops, direct mail, and

414:19

LinkedIn. And I want you to think that

414:21

the more channels you're able to hit

414:23

somebody on, the higher chance that

414:25

you're going to get them to respond. You

414:26

need to make the prospect think that

414:28

they know you better. So, if you're

414:30

showing up on a platform where they

414:31

spend the most time, they're going to

414:33

see you a lot more often and they're

414:34

going to be more likely to click and

414:35

eventually to buy. So, all those

414:37

platforms that I just mentioned, one of

414:39

them may have struck a chord. You're

414:40

like, you know what? I freaking love

414:42

Reddit. I spend so much time on Reddit.

414:44

Or you might be thinking, I love

414:45

Facebook or I love Instagram or I listen

414:47

to all my voicemails. You might hit a

414:49

dud on four out of five channels. But by

414:51

adding more and more channels, you're

414:53

increasing your shots at getting through

414:54

to that lead and getting them to take

414:56

action. Now, with that being said, I

414:57

want to issue a quick warning. Don't try

414:59

to do it all all at once. You really

415:01

need to understand the the limits and

415:03

the cost before just implementing all of

415:05

the things that I just mentioned. And

415:07

remember this fact, cold email leads,

415:09

your cold email list, they don't know

415:10

who you are yet. Even when you email

415:12

them, they still don't know who you are,

415:13

which means they're not valuable to you

415:15

yet. They're not a retargeting audience

415:17

yet. Another important thing to note,

415:19

you can scale cold email. You can send a

415:21

million emails a month, but other

415:23

channels like LinkedIn outreach are much

415:25

harder to scale. Lastly, the data

415:27

matters a lot. I'm talking about phone

415:29

numbers and addresses. So, if you want

415:31

to add other channels, you need to make

415:33

sure that you have the right

415:34

information. Okay, we're going to break

415:36

down each of these channels and I'm

415:37

going to be giving you some little

415:39

workarounds and hacks to implement these

415:41

solutions. The first is paid ads. And

415:43

everybody should have retargeting ads

415:45

set up. A retargeting ad is an ad you

415:48

only serve to somebody who's already

415:50

familiar with you. They've already

415:51

watched your video. They've already been

415:52

to your site. Now, the reason everybody

415:54

needs to use retargeting ads is it's

415:56

really hard to lose money on retargeting

415:58

ads. That person's already suggested

416:00

that they're interested. You've already

416:02

suggested that you're interested in cold

416:03

email by watching this video. So, if I

416:06

serve you ads to sell you cold email

416:08

stuff and my programs and my offers,

416:10

then I'm going to have a much higher

416:11

chance of converting you. Now, cold

416:13

email is the same thing. Once somebody

416:15

replies and you're trying to get them

416:17

onto a call or get them to your site to

416:18

fill out a form, if they click on that

416:21

calendarly link or they click on your

416:22

opt-in form, they click on your website

416:24

link, that is a hard signal that they

416:26

are interested in what you're shilling.

416:28

And the final destination for all of

416:30

your our cold emails are to get somebody

416:32

to click on a link. Even if it's to book

416:34

a call on a calendarly, you can still

416:35

pixel your kalanly. Now, I'm not going

416:37

to do a detailed walkthrough right now

416:39

of how to set up pixels and tracking

416:41

codes and retargeting ads. There's

416:42

plenty of videos online for that or

416:44

inside of my insiders program. You

416:46

should have an ad account wherever you

416:47

want to run the retargeting ads. The two

416:49

main ones are Facebook Ads Manager and

416:51

Google Ads. They're going to give you a

416:52

tracking code. You're going to copy that

416:54

tracking code and you're going to put it

416:55

on your either your Calendarly account

416:57

or on the website that you're sending

416:59

people. Once Google and Facebook get

417:00

pings that that person visited that

417:03

site, now you can serve them retargeting

417:05

ads. These are highly profitable and

417:07

extremely lowcost to run. Now, my

417:10

recommended place that I think you

417:11

should start with these retargeting ads

417:13

are Facebook, Google Display Network,

417:15

YouTube, and LinkedIn, but only for

417:18

retargeting. These are my highest

417:19

converting channels and most people's

417:21

highest converting channels. Some other

417:23

areas I run retargeting ads, Tik Tok,

417:26

Kora, and Reddit. They're all very

417:28

effective, and they're all relatively

417:29

the same thing. Reddit and Kora use the

417:31

same images and copy across most of

417:34

these platforms. They're relatively the

417:36

same principle. You just have to set

417:37

them up and implement them and make sure

417:39

that you're tracking them correctly. And

417:41

that's how you get results like this on

417:43

your paid ads. It's not because I run a

417:44

ton of top offunnel paid ads. I don't

417:47

spend very much and I make a lot from

417:49

these paid ads just by cleaning up on

417:51

people like yourself who already know

417:52

who I am and I'm just giving you a CTA

417:55

in the form of the ad. And for those of

417:57

you that have never seen a dashboard

417:59

like this before, this is Hyros. and

418:00

you're spending a lot of money on paid

418:02

ads. This is an essential tool to have

418:04

for tracking and making sure that the

418:06

attribution is correct. The next channel

418:07

I really want to focus on is voicemail.

418:10

So, doing outbound dialing, especially

418:12

AI outbound dialers, can actually cause

418:14

a lot of problems and we don't touch it,

418:16

but we do do a lot of voicemail drops.

418:18

So, a voicemail drop is the phone

418:20

doesn't actually ring, but somebody gets

418:22

a notification that they have a

418:24

voicemail, somebody has has left them a

418:26

message. Now, your goal is to get them

418:27

to listen to the voicemail and take some

418:29

sort of action. Now, a lot of times they

418:31

will call back that voicemail number.

418:33

So, you need to make sure that you have

418:34

someone on sales team ready to receive

418:36

the call back. There's some platforms

418:37

where you can do this pretty much on

418:39

autopilot for no additional money. Like

418:41

in GoHigh Level, there's a a feature in

418:43

there where as part of the automation,

418:45

you can send a voicemail drop. I

418:47

actually like using tools like Drop

418:48

Cowboy. There's a lot of solutions for

418:50

this, but this one's really affordable

418:52

and they have good APIs. So, I can

418:54

simply send voicemail drops with my

418:56

custom AI generated voicemail

418:58

specifically for that lead on autopilot.

419:00

And if you want to implement voicemail

419:02

drops, a couple recommendations are you

419:04

shouldn't just send it to everybody that

419:06

you send a cold email to. You should

419:08

probably do it on email open. That way

419:10

they open the email, they see it, then

419:12

they get a voicemail right away and

419:13

they'll feel like they know you because

419:15

they just got a voicemail from you. They

419:16

got an email from you and it works

419:18

really nicely together. So, for those of

419:19

you who are a little bit more advanced,

419:21

you can actually clone your voice using

419:23

11 Labs. You just upload some audio, it

419:25

clones your voice for you, and it does a

419:27

really good job. And once you have a

419:28

voice clone, you can set up an

419:30

automation like this. And yes, you'll

419:31

get the template for this inside of the

419:33

resources. When someone opens the email,

419:35

it'll use Claude to actually write what

419:37

the voicemail is going to dictate. So,

419:39

this Claude prompt actually looks at the

419:41

lead and the lead information and it

419:43

writes a unique voicemail for that

419:45

person, calling them out by name,

419:46

calling them their company out by name,

419:48

and then plugs that into 11 Labs with my

419:51

voice to actually dictate that

419:53

voicemail. And then we send it via Drop

419:55

Cowboy using this API call. Not a lot of

419:58

people do this because it takes a couple

420:00

of steps, but it's really not that hard

420:01

to do and goes a long way for improving

420:04

your lead generation campaigns. The next

420:06

channel I want to talk about is direct

420:08

mail. This is sending a physical letter

420:10

to somebody's address, whether that be

420:13

their personal address or their company.

420:14

And there's really two ways to go about

420:16

this. There's the fancy letters that are

420:19

probably going to get opened and the

420:20

cheaper letters that probably won't.

420:22

Now, I'm going to show you my

420:23

recommendation for either solution. If

420:25

you have a higher value lead and you

420:27

have their personal address, then I do

420:29

recommend using a tool called

420:31

Handwritten. So, Handwritten actually

420:33

uses like a 3D printer with a pen to do

420:35

actual handwritten letters. So, it comes

420:38

on like a handwritten envelope with the

420:40

address handwritten and then you open it

420:42

and it's a handwritten letter that's

420:43

actually done with a pen. Now, the

420:45

problem with this is it can cost around

420:47

$3 per letter. So, this can add up

420:49

really quickly. But, if your leads are

420:51

high enough value, then these are the

420:52

things that are going to get opened.

420:54

Now, if you want to do this at scale and

420:55

you want to send thousands of letters

420:57

for pennies on the dollar, then you

420:59

might want to consider using a tool

421:00

called Clicksend. Using Clicksend, you

421:02

can send really cheap letters at scale,

421:04

but they're not going to be nearly as

421:05

likely to get opened because they're not

421:07

handwritten. So, people are going to

421:08

assume that there's some kind of

421:10

advertising direct mail. So, how to

421:12

leverage this? You can either send it

421:13

when somebody replies and they're

421:15

interested and you're trying to convert

421:16

that person to a call. It's a really

421:18

good way to do it. Or if you've got a

421:20

really small TAM and your leads are

421:22

really high value, then you can consider

421:23

using this potentially for everybody.

421:25

And of course, there's an advanced

421:27

workflow that goes along with this. It's

421:28

pretty simple. If somebody replies, it

421:30

goes ahead and writes that letter to

421:32

them and then sends it directly with

421:34

handwritten. So, a really simple formula

421:36

there. Another really popular solution

421:38

that everybody should implement cuz it's

421:39

so easy to do now is LinkedIn

421:41

automation. You can automate your

421:42

LinkedIn account to connect with cold

421:44

email prospects. And Clay makes that

421:46

easier than ever. But you really don't

421:48

even need Clay. You can set up the same

421:50

sort of campaign here where somebody

421:51

replies and they're interested. And then

421:53

I could just add a module here for my

421:56

LinkedIn software, which is Hey Reach. I

421:58

can go ahead and add them to a campaign

421:59

or send a message. Now, the problem with

422:01

this is you can only connect with about

422:03

30 people per day. So, if you're only

422:05

doing this for interested replies,

422:07

again, it's a really good way to connect

422:09

a little bit deeper with the people

422:10

you're cold emailing. So, even if they

422:12

reply and they're somewhat interested,

422:14

they're probably not going to buy from

422:16

you, but they're much more likely to buy

422:18

from you if you've sent them direct

422:19

mail, your friends on LinkedIn, maybe

422:21

you've sent them a voicemail drop and

422:22

talked over the phone. All of those

422:24

things make them think they know you

422:26

better and can trust you more. And

422:27

again, you can automate this using clay

422:29

or really simply using make.com. Some

422:31

other channels that are worth

422:32

mentioning, but probably not advised to

422:34

do right away. SMS, you can do it. You

422:36

can do it using clicks send or various

422:38

other tools. I don't because they have a

422:41

high chance of phone bands and people

422:43

hate getting cold text messages. So, I

422:44

just would not recommend using that at

422:46

all. I would recommend the voicemail

422:48

drop. For calling, unless you're going

422:50

to pick up the phone and dial yourself

422:51

or you have someone to do it, I

422:53

definitely don't recommend doing it,

422:54

especially with AI. People hate getting

422:56

AI voicemails. It kills your chances of

422:58

the deal, I think. So, the best way that

423:00

we've found to do AI calling is the

423:03

voicemail drops and then just waiting

423:04

for the call back. And then other

423:06

retargeting ad platforms, set these up

423:08

after you've set up the core retargeting

423:10

platforms and it's going to it's going

423:12

to all work for sure. Let's just go over

423:13

again what the basic omniresence

423:16

strategy is. Really wrap your head

423:17

around this cuz it's going to make

423:18

everything else make sense. The goal is

423:20

to get as many interested people

423:22

clicking on your link for a low cost.

423:25

This is the top of the funnel. As you

423:26

can see here in the picture, prospects

423:28

come in the top. Top of funnel marketing

423:30

is usually the most expensive. Getting

423:32

people who don't know who you are to

423:34

know who you are and click is always the

423:36

most expensive part of making the sale.

423:39

Cold email makes it really cheap. You

423:40

can get a lot of people to click for

423:42

pennies on the dollar. Then once they

423:43

click, you can follow them around with

423:45

retargeting ads on all of the major

423:47

platforms. Do this for at least 30 days

423:49

and up to 90 days, but focus a lot of

423:51

your budget at first. They're more

423:53

likely to convert the sooner they are to

423:55

that initial action. If it's been 90

423:57

days, they've probably forgotten who you

423:58

are by then. Remember, top offunnel

424:00

marketing is the most expensive because

424:02

they're not searching for you and they

424:04

don't know who you are and you're

424:05

competing with a lot of other companies

424:07

for that attention. But once you get the

424:08

attention, keeping it is much easier.

424:10

And retargeting has a really high

424:12

rorowass or return on ad spend because

424:14

one, you already know they're interested

424:16

and two, they already know who you are.

424:18

Now, I'm not going to do a full detailed

424:20

course on setting up your retargeting

424:22

ads, but I did want to leave you with

424:23

some nuggets. This is your chance to

424:26

counter all of the implicit objections.

424:28

Now, implicit objections are really

424:29

important concept. What is holding them

424:31

back from buying that maybe they're not

424:33

saying out loud or saying to you? For

424:35

example, if I'm selling CRM services, I

424:38

know that their implicit objection is

424:40

they probably already have a CRM and

424:42

don't want to change and don't want to

424:43

force that on their team. So, if you

424:45

already know that they're thinking that,

424:47

you can get ahead of it and you can

424:48

serve them retargeting ads that counters

424:50

that objection and answers that

424:52

objection. And by the way, you can use

424:54

that same principle for cold email as

424:56

well. So, if you know there's a main

424:58

objection that everybody's going to

424:59

have, get out in front of it and say it

425:01

in the copy. The next thing that you can

425:03

do in your retargeting ads is show them

425:05

case studies and testimonials. If you

425:07

can show them other people having

425:08

success with your thing, they're going

425:10

to get FOMO and they're going to want it

425:11

too, especially if that person looks

425:13

like them. So you can get really

425:15

targeted. You can serve all of the men

425:17

in your retargeting pool, male case

425:19

studies and male testimonials and all

425:20

the women female case studies and female

425:23

testimonials. You can also highlight

425:24

specific key features that you think are

425:26

major selling points for your offer. For

425:28

example, in my insiders program, I know

425:31

I've got like five types of buyers. If

425:33

you are new to cold email and you want

425:35

to launch your own system, we'll

425:36

actually give you CRM. We'll give you

425:38

all of the templates. We'll set up your

425:39

mailboxes, write your copy. All of that

425:41

stuff is great for beginners. But I also

425:43

have a lot of cold email agencies that

425:45

join or people that offer this as a

425:47

service. And instead of framing it as

425:50

we're going to write your cold email

425:51

copy, it's we'll write it for all of

425:53

your clients and do the setup for all of

425:55

your clients. So you can highlight these

425:56

different key features that are really

425:58

attractive to the different groups that

426:00

are interested in buying your thing. And

426:02

most importantly here, make sure your

426:04

tracking is set up properly. You can go

426:06

on Fiverr and hire someone for 20 bucks

426:08

to come in and set up conversion

426:10

tracking, set up your Google Analytics.

426:12

Don't worry about learning this on your

426:13

own. Just have someone do it once and

426:15

then you're done. Now, I always hear

426:16

people saying cold email is dead or the

426:18

future is not going to be cold email.

426:20

I've been doing cold email for over 10

426:22

years and it's been a cornerstone of my

426:24

marketing for that entire span of

426:26

business. It's been the single skill

426:27

that's made me the most money and every

426:30

couple years there's a big scare and

426:32

everybody thinks cold email is dead. So,

426:34

right now I kind of want to spend a few

426:35

minutes talking about the future of cold

426:37

email. Because if you're investing a lot

426:38

of time and energy and resources into

426:40

learning this skill and building these

426:43

systems, you want to make sure that it's

426:45

not going to go away next year like a

426:47

lot of marketing platforms do. So, with

426:49

that being said, let's talk about the

426:50

future of cold email. Where is this

426:51

going to be in 1, five, 10 years from

426:54

now? So, taking a quick walk back of

426:56

memory lane, I do have a lot of people

426:58

in my communities that have been doing

426:59

this even longer than me, but it's been

427:02

a freaking whirlwind. 10 years ago, I

427:04

was just getting started with cold email

427:05

and deliverability was a breeze. There

427:07

was no spam filters. You could just send

427:10

an email to tens of thousands of people

427:12

and end up in the inbox. In fact, we

427:14

were using that same tool that I showed

427:16

you earlier, Clicksend. We could send

427:18

10,000 emails in a single send from the

427:20

same IP address, Clicksense's IP

427:22

address, and they would all end up in

427:24

the inbox, and we would just get flooded

427:26

with responses and book calls cuz we

427:29

were sending a link in in that email. It

427:31

was just the wild west. It was crazy. At

427:33

one point, we were sending 10,000 emails

427:35

a day from that same platform, that same

427:38

IP address that it would cost us like 50

427:40

bucks to send those emails and we would

427:42

get like a 100red book calls from that

427:44

send. It was absolutely ridiculous. But

427:46

back then, there was less competition,

427:48

so the leads were less defensive and

427:50

there was way less protocols in place to

427:52

defend against spam and defend against

427:54

cold email. Now, obviously, that's

427:56

changed. Tools like Instantly have made

427:57

it really easy for people to start

427:59

sending cold emails. But listen, email

428:01

is still the primary mode of business

428:04

communication. It was back then, it is

428:06

today, and I predict that it will be 10

428:07

years from now. So, the lay of the land

428:09

of cold email today, the email service

428:11

providers are monitoring domains, IPs,

428:14

and they're monitoring the mailboxes.

428:16

They're looking at the copy and they're

428:18

looking for spam. They're looking at the

428:19

reputations of all of these different

428:21

elements. They're reading the emails and

428:22

they're categorizing them automatically

428:24

into the promotions tab or the socials

428:27

tab. And they're using AI to detect

428:29

sending patterns, repeat copy and

428:31

phrases. And they're getting really good

428:33

at filtering out spam and salesy and

428:35

promotional emails. So, you can't just

428:37

send whatever you want anymore. And

428:39

obviously, cold email has become a lot

428:41

more popular. So, there's a lot more

428:42

competition, and there's more of a need

428:44

for Google and Microsoft to play

428:46

defense. I should just mention, I'm

428:48

sorry if you've been cold emailing for a

428:49

while. Some of that is probably my fault

428:51

in popularizing it and teaching people

428:53

how to send cold emails really easily.

428:55

But, it's transformed my life. and I

428:57

know it's going to transform a lot of

428:58

your lives who are watching this today.

428:59

So, is cold email dying like people may

429:02

have told you or may be saying? The

429:04

answer is hell no. Email is still by far

429:06

the main method of B2B communication.

429:09

All of us who are in business check our

429:11

email every single day. And you can't

429:12

say that about any other platform. I

429:14

mean, Google search, we're using way

429:16

less. I'm typically asking AI half the

429:18

time when I have a question. I'm not

429:20

scrolling through Facebook anymore. On

429:22

Instagram, I'm not scrolling as much.

429:23

Now, you're going through Tik Tok or

429:25

you're watching YouTube shorts.

429:26

attention always deviates from the ad

429:28

platforms that people are using, but not

429:30

from email. People are still using email

429:32

every single day. And the second point,

429:34

AI is being used to prevent cold email.

429:36

Yes, it's being used by the service

429:38

providers to play defense, but it's also

429:40

being used by people like me to play

429:42

offense and to get around all of those

429:45

curve balls and make people think that

429:46

it's not a cold email. It's just a

429:48

regular email and increase their reply

429:50

rates to levels that we didn't see even

429:52

10 years ago. It's also important to

429:54

note that Google and Microsoft aren't

429:56

dumb. They know that this is happening.

429:58

This is one of Google and Microsoft's

430:00

main revenue sources. They're aware that

430:02

people are sending cold emails. They

430:04

just want to filter out the bad ones.

430:05

And there is no way in hell they're

430:07

going to give up cold email cuz they're

430:09

going to lose such a huge revenue

430:10

source. So, is cold email dead? Yeah,

430:13

it's dead if you're a spammer and you

430:14

don't adapt and you don't learn the

430:16

right way to do things. Now, I want to

430:17

share some really exciting technologies

430:20

that I'm currently experimenting with,

430:22

have experimented with, and where I see

430:23

the future of cold email tech going.

430:26

It's really cool stuff. The first is

430:27

autonomous BDRs. So, we're already

430:30

really close to writing cold emails

430:33

using entirely AI to replying to cold

430:35

emails using entirely AI. But there's

430:37

still a lot of human components needed

430:39

to actually do a good job. You need to

430:41

go add the filters, export the list,

430:44

clean the list, you know, write all the

430:45

prompts. There's still a lot of steps

430:47

that are involved in launching a

430:48

successful cold email campaign.

430:50

Autonomous BDRs basically take that all

430:53

away. You upload your website, answer a

430:55

few questions. It builds the list. It

430:57

builds the mailboxes, the LinkedIn

430:59

profiles, it reaches out to people for

431:01

you, does the full communication with

431:03

that lead for you until they're finally

431:05

booked onto a call. And so far, I've

431:07

experimented with two of these

431:09

autonomous BDRs that are not ready for

431:11

the public yet. And to be honest,

431:12

they're not ready for production yet.

431:14

The results have been absolutely

431:16

terrible and the AI just isn't there

431:17

yet. I think there's too many moving

431:19

pieces. It's too nuanced to get right. I

431:21

mean, this stuff is hard hard to get

431:23

right. But eventually, somebody's going

431:25

to crack it and it's going to work. On

431:27

that bullet, I wrote that I've been a

431:28

beta tester for three. I guess

431:30

technically it's been three. The third

431:31

one doesn't even count cuz it didn't

431:33

even work. So, they've all failed. It's

431:35

not there yet, but it's coming. I'm also

431:37

really excited about the future of data.

431:39

Better AI means better signals, which

431:41

means more relevant cold emails, which

431:43

means hopefully one day we're living in

431:45

a world where every cold email you get

431:47

is hyperargeted, hyper relevant, just

431:49

like how advertising has gotten better.

431:51

I enjoy getting ads on Instagram and

431:54

Facebook because they're really good and

431:55

targeted to me, stuff that I want to

431:57

see. Plus, as an advertiser, I love

431:59

watching people's ads. So, as the data

432:01

gets better, we're going to get more

432:03

relevant cold emails, and that's going

432:04

to be a good thing. and my 2030

432:06

predictions. I hope you guys hold me to

432:08

this. In 2030, we can circle back and

432:10

see what I was right on and what I was

432:11

wrong on. Lead data is going to be cheap

432:14

and way more accurate. These B2B

432:16

database companies have already been

432:18

kind of on a race to the bottom. Lead

432:20

data has gotten more and more accessible

432:22

and more accurate, and we're getting

432:23

more data points. By 2030, I think data

432:26

is going to be pennies. There's going to

432:27

be a much bigger focus on AI

432:29

personalization at scale. Not just two

432:32

or three words, but writing an entire

432:34

email perfectly targeted to that lead

432:36

based on extensive research into them

432:38

and their company. And not just by their

432:40

company information, but by their

432:41

personal information. There's going to

432:43

be a huge focus on AI enrichment. Kind

432:45

of like the clay table I showed you

432:47

earlier where we were able to scrape

432:48

their website and find specific

432:50

vulnerabilities and use that to write a

432:52

cold email. I think that's going to be

432:54

common place where you're actually being

432:56

proactive to solve the problem before

432:58

you send the cold email. Cuz normally

432:59

with cold email, you're trying to get

433:01

them to be reactive. Hey, are you having

433:03

this problem? Cool. Let's see if we can

433:04

solve it. But what if you solved their

433:06

problem or identified their problem

433:07

before ever sending them a cold email? I

433:10

think that's where we're headed in 2030.

433:11

I've also watched as there's been a

433:13

really fast consolidation from multiple

433:16

different cold email sending softwares

433:18

all to maybe one or two winners. Back

433:20

when I started, there was a bunch of

433:22

different tools that people would use

433:24

and a debate on which one was the best.

433:26

There was Woodpecker and Reply io. And

433:28

the model back then was like $50 per

433:30

mailbox per month. Since then, there's

433:32

been a huge consolidation to people

433:34

using the best tools, the Instantly AI

433:37

and the Smartly. And specifically, the

433:39

tools that have been able to consolidate

433:40

lots of different use cases and tools

433:43

into a single tool to make life really

433:45

easy. For example, if you come into

433:46

Instantly AI, each of these tabs on the

433:49

left used to be a separate software, and

433:52

now they've got it all integrated. So

433:54

you can use all of this data across the

433:55

entire platform. And with that being

433:57

said, I think that's going to mean

433:58

goodbye for Clay because I think that's

434:00

going to be the next thing that

434:01

Instantly AI builds into their system,

434:04

which again just streamlines the

434:05

workflow and makes everybody's life so

434:07

much easier. I think there's going to be

434:09

a move toward more signal-based email

434:11

marketing. Kind of like I I said

434:12

earlier, when we have more information

434:14

about somebody and what problems they're

434:16

facing, we're able to send more targeted

434:18

cold emails, and that's a good thing.

434:19

Now, there's a lot of fears about what

434:21

if Google and Microsoft do decide to

434:23

pull the plug on cold email, just like

434:25

Instagram did years ago with Instagram

434:28

automation. It's now nearly impossible.

434:30

There's an absolute chance that Google

434:32

and Microsoft decide to do that as well.

434:34

And there's a lot of different ways that

434:35

they could really easily tell if you're

434:37

using cold email. And I'm not talking

434:39

about warming. I'm actually talking

434:40

about how we connect our emails to

434:42

instantly in the first place. So,

434:44

there's lots of bypasses that companies

434:46

are already working on and getting ahead

434:47

of, but at the worst case scenario, if

434:50

we have to, we can go to Gmail browser

434:52

automation to send cold emails, which is

434:54

actually still the best way to get

434:56

perfect deliverability. We've actually

434:57

got an automation computer running in

434:59

the other room. And it's running browser

435:01

automation for platforms that don't like

435:03

to be automated like Instagram and

435:05

Reddit. And if we have to, that means

435:07

competition is going to be much lower,

435:09

deliverability is going to be much

435:10

higher, and reply rates are going to be

435:11

much higher, which is what's happening

435:13

for me right now with Instagram and

435:15

Reddit. Nobody else is doing this. I'm

435:17

probably the only one doing it because

435:18

it's hard to do. And because of that,

435:20

results are unbelievable. And I want you

435:21

to remember to head into my free school

435:24

community. There's going to be a link

435:25

down below in the description, but

435:26

you're going to want to join this

435:28

community. This is where all of the

435:29

resources are going to be. So, if you

435:30

haven't done it already, get in here.

435:32

It's going to be pinned up top so you

435:34

can download all of the spark notes, all

435:36

of the links, all of the templates that

435:38

I've talked about throughout this entire

435:39

video. And guys, please do me a huge

435:41

favor. I spent weeks putting this

435:43

together. I spent almost a week

435:45

recording it. It has taken so much power

435:47

out of my brain that if you've made it

435:49

this far and you're not already

435:50

subscribed to the channel, it means a

435:52

lot for you to do that. Let leave a

435:54

comment. Let me know what you thought

435:55

about this entire master class. I love

435:57

to hear your feedback. Nothing made me

435:58

happier than reading all of the amazing

436:00

comments I got from the one I did in

436:02

2024. So, let me know your thoughts.

436:04

Please like, please subscribe, and

436:06

please opt in. I'd love to have you

436:07

inside of my community so I can keep

436:09

talking to you, keep teaching you, and

436:10

watch you grow your business over the

436:12

next year. That lights me up, and I know

436:14

that you can do it, and I'm here for

436:15

your journey. Much love. Your support

436:17

means the world to me. See you later.

UNLOCK MORE

Sign up free to access premium features

INTERACTIVE VIEWER

Watch the video with synced subtitles, adjustable overlay, and full playback control.

SIGN UP FREE TO UNLOCK

AI SUMMARY

Get an instant AI-generated summary of the video content, key points, and takeaways.

SIGN UP FREE TO UNLOCK

TRANSLATE

Translate the transcript to 100+ languages with one click. Download in any format.

SIGN UP FREE TO UNLOCK

MIND MAP

Visualize the transcript as an interactive mind map. Understand structure at a glance.

SIGN UP FREE TO UNLOCK

CHAT WITH TRANSCRIPT

Ask questions about the video content. Get answers powered by AI directly from the transcript.

SIGN UP FREE TO UNLOCK

GET MORE FROM YOUR TRANSCRIPTS

Sign up for free and unlock interactive viewer, AI summaries, translations, mind maps, and more. No credit card required.