Free Cold Email Marketing Course for 2025 (7 Hours)
FULL TRANSCRIPT
What if I told you that all my success
in business actually comes from a single
skill that I learned more than 10 years
ago? By mastering this skill, I was able
to print money in any business I
started, including my Inc. 5000 PR
agency with over 60 employees. Now,
unlike learning AI or paid ads, which
let's be honest, are going to be
worthless in about 2 years anyways,
learning this skill will keep you rich
forever, or at least until we're all
plugged into machines. Now, the skill
I'm talking about is cold email. the
single highest value skill that you can
learn in business. See, with paid ads or
social media or SEO, you've got to spend
thousands of dollars and you have to
rely on platforms like Google and
Facebook not to screw you over, and they
always do. But with cold email, you're
in control and you can reach millions of
future clients for pennies. Now, in
2024, I made a cold email master class
on YouTube that went insanely viral.
Over 150,000 people watched hours of
video and thousands of them scaled their
businesses to 50K per month and beyond.
And I've loved hearing about their wins
inside of our free community. But a lot
changes in a year. And some of the
tactics that we're using now make me
feel like I'm living in 2050. We're
currently generating over 4,500 leads
every day for our companies and for our
clients. So for those of you that think
cold email is dead, grandma's about to
turn over in her grave. Because in this
master class, I'm going to be taking you
from total beginner to setting up your
own cold email system that actually
works and generates leads for you on
autopilot, all for under $100. And for
those of you that think you're advanced,
don't get cocky and skip chapters
because I guarantee the basics were not
the same as they were in 2024. But also,
don't worry because I'm going to be
showing you some absolute ninja
craziness that would even make Tony
Stark a little bit turned off. Okay,
strap in. This is going to be a long
one. I encourage you to take notes,
bookmark this video, skip around using
the chapters as needed, and come back to
this video anytime you hit a roadblock.
This video is my gift to the online
marketing community. Everything that
I've learned in over a decade of cold
email for free, no holding back. All
right, let's get this party started. So,
why listen to me in the first place?
Well, if you don't already know who I
am, my name is Lee Jen J and I actually
launched my first marketing agency while
I was in medical school. And I was able
to scale that marketing agency to
$600,000 per month using nothing but
cold email. I then left my medical
training 4 years ago to go into business
full-time. And since then, I've been
building marketing agencies using cold
email. Now, two years ago, I decided I
wanted to start teaching. So, I launched
this YouTube channel and I've been
helping other companies implement these
same systems and I've built over 250
custom cold outreach systems for a ton
of different types of businesses. I'm
talking about companies that sell cows
to farmers, lots of marketing agencies,
obviously, consulting companies, B2B
service companies, SAS companies. I'm
even helping a guy in Africa right now
sell gold from miners directly to
consumers. Reason I tell you that is
because this stuff works. And if you're
watching this and you don't have an
offer yet, this could be the offer that
you're looking for. I'm also the owner
of the cold email secrets community on
school. We've got around 18,000 members
at the time of recording. And according
to Instantly AI, I'm the number one cold
email expert on YouTube. And I've got an
award back here from them somewhere. So,
what are you going to learn if you make
the conscious decision right now, today,
to sit here and master this skill? And I
promise it'll be the best investment
you've ever made into yourself, into
your business, and into your future.
Here are some of the comments from
people who sat and watched this video in
2024. Now, that one took me weeks to
record and even more weeks to script out
and put together for you guys. So, if
you want to get results like that, then
make sure to take this seriously. You're
going to learn how to build highly
profitable cold email machines for under
$100. You're going to learn step-by-step
technical setup, the domains, the
mailboxes, what software is needed. I'm
going to tell you exactly which tools to
use and why. And no, this video is not
sponsored. I'm going to show you how to
make cold email work for your boring
offer and how to automate the entire
process, including replies. And here's
just a little preview of what this looks
like when it's fully deployed. You just
have a system of qualified leads
responding to you, booking calls, and
purchasing without you having to lift a
finger or do any manual prospecting.
You're going to learn really advanced
tools and tactics like here with this
clay table. And guys, there's going to
be a lot of information here, probably
way too much for you to sit down and
memorize all in one sitting, unless
you've got some insane photographic
memory. But for those of you that are
normal humans like myself, I've put
together some really nice reference
material for you. The complete
presentation, a PDF Spark notes of this
entire video, some helpful links and
resources, copy and paste templates, and
a few additional perks in there like
some setup services, some copywriting
services, all that I'm offering you guys
for free just for giving me your time
and attention. to grab those resources.
All you have to do is go inside of that
free school community. It's going to be
linked down in the description and it'll
be one of the first things pinned. All
right, so what is the outline? What are
we going to be learning today? Drum
roll. Kind of a big outline, so brace
yourself, but I want it to excite you
cuz this is what's coming up next.
There's going to be zero gaps for you to
fill from beginner to advanced. You're
going to learn everything, including a
lot of really well-kept industry secrets
that I will be telling you all about in
this video. Starting with why cold email
and common misconceptions. What's the
difference between warm and cold email?
Some of the different tools and costs
associated with running these systems.
And is cold email dead? We're going to
be talking about the fundamentals and
the basics. Now, even advanced people
don't skip this. This is going to be the
three pillars of cold email. The most
important lesson by far. Then we'll go
into technical setup for beginners. How
to buy domains, set up mailboxes. We're
going to be talking about Google vers
Microsoft versus SMTP and other mailbox
solutions. We're going to walk through
the software setup and I'm going to make
it really easy even for beginners. What
software to use, how to configure that
software, the warm-up settings,
everything that you need to know. We're
going to be talking a lot about
deliverability. So, some of the
technical requirements, email warm-up,
and how that works, and how to diagnose
it and fix emails going to spam. And
this isn't just going to help you for
cold email. This is going to help you
for email in general, which is the best
marketing platform, whether they know
who you are or not. And if you're in
spam, you're going to be wasting tons of
money. We're going to talk about list
building, finding your ideal avatar or
ICP. We're going to talk about B2B
databases versus scraping leads versus
some advanced stuff known as signals.
We're going to chat about list
verification and qualification, some of
the tools and workflows that I use, how
to do catchall verification, and how to
do AI qualification, which is something
brand new that we're doing a lot of in
2025. We're going to chat about your
offer and how to make it work for cold
email. So, creating offers for
beginners, making your boring offer not
boring, different baiting tactics that I
use to get people to reply to my cold
emails, and then we're going to chat
about some lead magnets, ones that work,
ones that don't, ways to do lead magnets
right in 2025, and something I like to
call reverse lead magnets. We're going
to spend a lot of time on copywriting.
We're going to go through some of the
secrets. We're going to talk about the
triple tap, the dos and don'ts,
personalization, syntax, and how to
write copy that gets through the spam
filters and into the inbox. I'll walk
you through how to manage your cold
email system once it's actually live.
How to add new leads, manage your
replies, and then actually use a cold
email CRM. Then we'll go into scaling
your cold email machine. I'm going to
talk to you about what I like to call
the equation, which I'll be giving you
and help you calculate some stuff, the
team SOPs, and how to scale a system to
10,000 cold emails every single day.
Then we're going to get into the
advanced stuff. Now, if you're an
advanced user, don't skip through the
beginning stuff. Even if you know how to
set up mailboxes, watch it anyway.
Things change a lot in this space and
every marketing space from year to year.
So, even if you think you've mastered
this stuff, I promise you there's a lot
of new stuff to learn. All right, so the
advanced stuff, we're going to talk
about signal workflows, basic signals
versus advanced signals, and different
signal automations that you can set up.
And I'm even going to be giving you some
templates to those signal automations if
you want to try them out. We're going to
be talking about Clay and how we're
using it for AI personalization at
scale, AI qualification, and really just
speeding up the entire workflow and
making it all work. We're going to talk
about reply automation, so speed to
lead, and coming up with thoroughly
researched replies on autopilot. I'm
going to show you the basic way to do it
all the way to my replyji system that I
will show you how to build. Now, we're
going to chat about omni channel
outreach, also known as multiplatform or
multi-channel. So expanding your machine
well beyond just cold email and adding
in SMS, voicemail drops, direct mail,
and most importantly, retargeting ads.
And finally, we're going to end off with
the future of cold email, where I see
this going in 5 10 years, how autonomous
BDRs are developing. And guys, I'm at
the forefront of all of this stuff. If
somebody has an interesting tool, I'm
one of the first people they contact to
test it out. So, I'm going to be sharing
some of those findings with you and what
to expect from them. I'm also going to
be discussing some long-term risks,
fears, and how to protect yourself in
the long run. I plan on using cold email
as a cornerstone of my business for the
next 20 or 30 years. That's why I've
invested so much time and energy really
mastering this stuff because I think
it's one of the only marketing platforms
that are going to be reliable in that
time frame. So, does that all sound good
to you? If you're excited and ready to
continue, let's go. And guys, reminder,
this is not a sponsored video. So, if
you want to support this channel and
thank me for putting the months of time
and energy together that it took to
create this video, please like and
subscribe to this channel and join our
free lead generation community. I invest
a lot of time and energy into that as
well. That's where the resources are.
It's going to be linked down below. All
right, let's kick this off with why cold
email. Some common myths and
misconceptions. But first, we got to
define some things for you. I can't tell
you how many conversations I have with
people who are doing cold email for the
first time and don't even understand
basic terminology. Now, if you're
advanced, just bear with me for a
second. Cold email is emailing people
that don't know you to tell them about
your thing. Cold outreach in general is
to people that don't know you. Think
about door knocking, cold calling. It's
all the same thing, just a different
channel. And this has been around since
the early '9s, since email's been a
thing. It's been used by huge names like
Alex Herozi who talks about this in
depth in his books and in his podcasts
as well as the biggest SAS companies on
earth. Salesforce, HubSpot, all of these
guys are using cold email as a
cornerstone of their marketing strategy.
And there's a reason these big players
invest so much time and energy and money
into cold email. And that's because it's
where the most qualified leads come
from. And the best part is it is
completely legal. We'll talk about that
more in depth in just a second. cold
email verse warm email. The question you
have to ask yourself is at any point did
they opt in or agreed to receive emails
from you or is it the first time that
they've ever heard of you? Well, if they
ever agreed, maybe they signed up on a
form on an iPad, they went on, they
booked a meeting with you, if they opted
in, they gave you their info, then it's
a warm email. Warm leads belong in your
CRM, your main CRM, whether that's
Mailchimp or Active Campaign or HubSpot
or Salesforce or go high level. Cold
leads belong in a separate area
altogether. This is a cold email CRM or
a cold email software like we're going
to be talking about in this video. Once
they give you their info, they become a
warm lead. Even if you already have
their email, they don't become a warm
lead until they opt in. They fill out a
form, they book a meeting, take some
sort of action. Only then should they go
into your main CRM and should be
considered a warm lead. We're going to
be referring to warm leads as your email
list and your cold leads as a lead list
or a cold email list. All right. Why is
cold email so powerful? Why is it way
better than all of the other marketing
strategies? There's a lot of reasons,
but here's the five main ones. The first
is you get to reach your perfect ICP
every time. On Facebook ads, you end up
with a lot of really unqualified, not
business owner leads. With cold email,
you get impressions and traffic for less
than a penny a lead. You compare that to
any other ad platform and it's like a
100x cheaper. You're also not dependent
on ad platforms. Google can't just shut
you down like Facebook can and take away
your biggest source of leads. You are in
control and nobody can do anything about
it. Next is it's scalable and
predictable. If you've got a sales team
of three people and they're trying to
take six calls a day, all you have to do
is run the equation and decide how many
emails you have to send to keep their
calendars booked. You can't really say
that about any other ad platform at all.
Lastly, you get immediate results. Yes,
I have a YouTube channel and a lot of
leads come from my YouTube channel, but
that took years to build. If you're
trying to win on social media or SEO,
this is going to take you years to maybe
get some results. With cold email, it's
almost instant. You turn on the machine
and leads start coming in. So, who can
benefit from cold email? Is it a good
fit for you? Are you wasting your time
watching this? Well, if you have any
sort of B2B or businessto business
product or offer, then cold email is
perfect for you. And for those rookies
who don't know the difference between
B2B or B TOC or how to tell if your
offer is B2B versus B TOC, the question
is if your offer is B2B, that means that
you sell to somebody who runs a business
and you can find them because they're
the owner, founder, CEO of a company in
an exindustry. And as we go into list
building, this is going to start to make
a lot more sense. But essentially B2B,
you're selling something to other
businesses that they can use for
business purposes. Marketing agencies,
consulting offers, SAS offers, these are
all B2B. Now B TOC, business to
consumer, this is more like ecom or
mobile apps on your phone that you can't
really target by industry or job title.
This is just everyday consumers that use
your stuff. Now, cold email does work
for B TOC. I've built campaigns to sell
high-end jewelry to collectors. I've
built campaigns to sell solar panels to
homeowners. All of this stuff is
possible if it's a higher ticket offer
and product. Some of the most common use
cases, coaches, agencies, software
companies, business services, but the
range is massive. This is not really for
low ticket products that are sold
directly to a person like this yerba
mate I'm drinking was about $4. And if
you're trying to sell this directly to
me, cold email is not the way to do it.
But if you're a BTOC company and you
sell yerba mates and your goal is to
establish partnerships and distributors
and you want to be in Publix and Walmart
and Target, then you would use cold
email to establish those relationships
with those distributors and retailers.
God, I love this stuff. There's also one
thing that people miss. There's a lot of
companies that are doing cold email
without even knowing that they're doing
cold email. My PR agency, for example,
we don't just use cold email to get
clients for the agency. We're also using
cold email to operate the agency. Our
service is getting in touch with
journalists and reporters to write
stories about our clients. How do you
think we get in touch with those
journalists and reporters? If you
guessed cold email, you're absolutely
right. So, any business that uses cold
email to operate their offer should also
pay extra close attention to this video
because it's going to help you
overperform on delivering your offer as
well. Now, I told you if you didn't
already have an offer, we're going to be
chatting about that. This is it. If you
master this stuff, you can use cold
email as an offer and it is one of the
best offers on earth because of how
versatile and results driven it is. With
cold email, you can produce direct ROI
for clients and show them how much money
you're making them. The goal for any
recurring offer is to create enormous
pain if they decide to cancel that
service or turn it off. If you can make
somebody money and show them that you're
making them money, they're never going
to want to turn it off. They're going to
be dependent on you to generate the
leads. and we're going to talk about
some of the different models that are
involved in launching cold email as an
offer. You can do an agency model, you
can do a one-time fee to build and then
you can do a pay per lead model. And
like I already mentioned, there's a lot
of different use cases for cold email
that's not just lead generation. So, if
you learn this, you can launch a podcast
booking agency, an influencer management
agency, you can launch a staffing
company. All of these are different
business models that use cold email as
their core offer. Now, I said you'd be
learning how to set this whole thing up
for under $100. So, here are the tools
that you're going to need and the costs
associated with running a cold email
system. First thing you're going to need
is a cold email management tool like
Instantly or Smart Lead or Reach Inbox.
And these start at around $37 per month.
And don't worry, we're going to be
breaking down these tools in just a
little bit. You're going to need access
to leads through either a lead database
or a lead scraper. Using the recommended
tools that we're going to chat about,
it's about $50 per 10,000 leads. So, now
we're at about $87 per month to reach
out to 10,000 leads. The last fee is
paying for the domains and the
mailboxes. The domains don't really have
a monthly cost, so I'm going to ignore
them and just talk about the mailboxes,
which are $3 per month per mailbox on
average. So, you can run this system for
well under $100 every single month. Now,
as you scale this, obviously, you're
going to need to buy more leads and add
more mailboxes and increase your
subscription on these cold email
management tools. So, I spend thousands
every single month managing my cold
email system, but I spend tens of
thousands every month on paid ads, and
cold email is still the top performing
marketing channel I have by far. And I
spend a fraction of the price that I
spend on other marketing channels on
cold email. Therefore, it is the best
value of any marketing channel by far.
Now, the tools that I'm going to
recommend are not sponsoring this video
or paying me, but if you do decide to
use any of them, please use my affiliate
link. They're going to be down in the
description. It helps support the
channel and will probably get you a nice
discount. All right, common
misconceptions. Cold email is easy. All
you got to do is upload some leads,
start sending some emails, and then
leads should start coming in, right?
Wrong. That's absolutely not true. This
stuff is not easy. In fact, no marketing
channel worth its salt is easy. There's
a lot of competition, and in order to
make something work, you need to be an
expert. You need to go through trial and
error. And there's 10,000 things that
can go wrong. That's why I really want
to focus on those three pillars that
we're going to be talking about in the
next module. They're so important and if
it's not working, you need to come back
to them. Lastly, you need to not take
shortcuts unless I say so. Don't try and
cut costs. Don't try and save money.
This stuff is hard enough as it is. If
you use the wrong tool or take a wrong
turn, none of it will work. Another
misconception, and this one's the
opposite, cold email is dead. Not to age
myself, but I've been doing cold email
for over 10 years. This stuff has
changed a lot from when I started to
where it is now. And I've talked to a
lot of people who were doing cold email
successfully a decade ago, 5 years ago,
and then it just all of a sudden stopped
working and they turned it off. Those
people say cold email is dead. But I
guarantee they have not been keeping up
with current trends, current tools, and
the new practices that are working. We
are getting more leads than ever using
cold email. And yes, deliverability is
harder now, but the tools and the
practices are better. and all of your
potential clients still use email and as
far as I know always will. But with that
being said, even though it's not dead,
the competition is getting fierce. And
yes, I am partially to blame for that.
So my bad. Another common misconception
that cold email requires technical
skills. The answer is no. You can launch
a cold email campaign in as little as 30
minutes. And I'm going to show you the
easiest ways to do it. When I first
started, you needed to understand DNS
records and how it all worked and how to
set it up manually. Now you don't need
to do it anymore. The new tools and
services that are available and I'm
going to be showing you how to use make
it laughably easy. That way you can
focus on the stuff that really matters,
the hard stuff, which is the list
building and the copywriting, which
we're going to talk about. Do you think
cold email is expensive? Well, you're
wrong. This is by far the most
affordable marketing channel, hands
down. Can't even compare it to any other
one. Lead data is nearly free and it's a
race to the bottom. It is getting easier
and cheaper to access the data and the
data is getting more and more accurate.
Mailboxes and infrastructure is getting
cheaper and cheaper. You can launch tons
of mailboxes in minutes for super low
prices and you can run your entire
system for under $100 per month. And the
best part is you can scale it up once
you actually prove that it works. All
right, now we're going to talk about the
fundamentals, the three pillars of cold
email. So imagine there are three
pillars holding up your cold email
castle. And if one of the pillars is
weak, the castle comes crashing down.
Now, let me break something to you. Cold
email does not work for six out of 10
people. Just like social media and ads,
you can't just set it up and expect the
money printer to go br. But with trial
and error, every single business can
make it work within 60 days. I've
personally built over 250 systems over
the past 10 years, and they all work.
But you have to get these three things
right. These are the three pillars of
cold email. If your system is not
working, look at these pillars. And if
it is working, but you want to improve,
you find the weakest pillar. Here are
the three pillars of cold email
marketing and how to make sure that they
are strong. Pillar number one is the
technical infrastructure. This is the
boring nerdy stuff that used to scare
people away from cold email and we're
going to be talking about it in this
video, but the technical infrastructure
essentially is the mailbox configuration
that you need to hit the inbox and not
get flagged as spam. Now the good news
with the technical infrastructure is all
you have to do is follow a recipe. Do
this then this then this and you'll end
up in the inbox. So some things that are
involved in the technical infrastructure
are the domain configuration. This is
the DNS records, the DKIM, the demark,
the mailbox configuration where the
mailbox is built and how it's set up.
The software setup, this is the software
that's sending your cold emails and
warming up your cold email mailboxes.
Now, pillar one is the easiest one to
get right because all you have to do is
follow a system or use a tool that does
this for you. And I'll be walking you
through how to do it yourself and the
best tools and ways to go about this.
But if you take shortcuts, your
technical infrastructure is going to be
broken and you're going to be stuck in
spam and it's not going to be working
and you're going to be wondering why.
This crap is hard enough as it is. Don't
take shortcuts. Don't cut costs. Follow
what I say and this will work. Pillar
number two is list building. This is
finding people who are actually a good
fit for your offer. Making sure that
their emails are actually valid,
qualifying your leads just to make extra
sure. So remember, the worst thing that
you can do is get marked as spam. Too
many people mark you as spam, it's not
going to work. So to avoid getting
marked as spam, your emails have to be
relevant, which means you're emailing
relevant offers to relevant people. For
example, I don't have babies. So if you
send me an email offering some service
for child care or babies, you're getting
marked as spam. But if you send me an
offer for a SAS tool that helps me set
up mailboxes, that's relevant. That's
something I'm going to open and be
interested in. So, we're going to talk a
lot about list building. This is very,
very important. In fact, each of these
pillars is very important. That's why
there's only three pillars. And number
three is probably the hardest, which is
probably why we'll spend the most time
on it, which is offer and copy. This
pillar is the hardest one to get right
because there's not a simple template or
recipe that I can tell you to follow
that's going to get you to the perfect
offer and copy. Everyone's offer is
different. Your ICP is different. The
problem that you're solving is
different. And the more different it is,
the better cuz it means it's not a
crowded space where everyone's trying to
sell the same thing and you become a
commodity just competing on price. So,
some things to think about to win on
pillar three is does your offer solve an
actual problem? And is it interesting or
is there anything about it that you can
make interesting? You need to think
about how do you get that lead who
doesn't know who I am to open my email,
trust me immediately, and then give me
an interested reply. When you're writing
copy, you need to think, will it even
reach the inbox? And then, what sequence
of emails do I use? How many days in
between? All of that stuff we are going
to cover inside of this master class.
And I'm going to show you how to get
this right. But keep in mind, it's not
easy. Now, I get a lot of people who
watch my YouTube videos and they see
some of the really advanced stuff that
we're doing and they're like, "Well, I
want to do that." And they reach for the
advanced stuff before they've understood
the fundamentals. And this actually ends
up hurting their campaigns as opposed to
helping. So, I thought it was worth
making a slide of its own on
fundamentals versus fancy BS, aka, you
know, AI. Usually, most of my most
successful campaigns don't have some
fancy AI personalization. We're not
doing custom AI generated videos in our
best performing campaigns. In fact, you
should only consider using some of the
advanced stuff after you master the
pillars, the fundamentals. Fundamentals
beats AI fancy stuff every time. But
once you get a grasp over the
fundamentals and you have an offer and a
list that's working and receptive, you
add a little fancy and now you've got
some actual magic. All right, time to
jump in. We're going to knock out the
nerdiest, hardest stuff first. This is
going to be the technical setup for
dummies. Now, 99% of people take one
look at the cold email setup
instructions and they run away crying
like a little girl. But what if I told
you that the hard technical stuff is
actually the easiest part as long as you
follow a few simple rules. Now, I'm
going to make technical infrastructure
so easy that you will never flinch when
you see a demark record ever again. So,
let's get nerdy, my cold email Jedi.
Let's go. Now, quick warning here. If
you miss a step or take a detour, you're
boned. If you use the wrong software,
you're boned. If you try to cut costs
with an alternative, just follow my
instructions and use my recommended
tools and you can't f this up even if
you try. Now, I'm going to call somebody
out here, one of my best friends, Jesse
Henry. He's actually just living with me
in my penthouse for about a month and a
half. And I was trying to help him with
his cold email, and he asked me for help
to look at his cold email campaigns that
just weren't working. Now, I figured
stupidly, this is my bad, that he had
all of the technical stuff done right.
After all, with what I'm about to teach
you, how can you not? So, we did a
deliverability test and we learned that
all his emails were going to spam. So, I
checked his technical setup and he had
made all of the cardinal mistakes. He
took detours. He tried to save money and
use the wrong software and everything
was broken. I basically had to rebuild
his entire machine from scratch. So,
don't be like Jesse. Focus. Do this
right the first time and you're going to
save yourself so much headache and so
much money. All right. Now, I'm going to
go over to my whiteboard and I'm going
to show you how this all works. And I
need you to promise me not to freak out.
You don't need to memorize this, but
it's important to understand how it
works. That way, if something's broken,
you know where to look. Now, I'm going
to walk you through exactly how to do
the technical setup yourself, cuz it's
important to know how it all works. But
it's important to know my team can just
do it all for you. And the technical
setup is the easiest part to get right.
There is no reason to f this up because
if you do, your whole system breaks. So,
no excuse for getting this wrong. And
side note, setup is 100% free for
members of my insiders program for you
and for your clients. So if you're
offering cold email as a service, we'll
also do it for your clients. So to
access this, just go to
leadjenj.com/inbox
and we can do the setup for you. All
right, so first let's talk about the
three pillars of cold email. I'm going
to draw it like a pyramid for a specific
reason. Pyramids have a foundation. They
have a center. They have a top. Now with
cold email, if the foundation isn't
solid, you've got no chance. So, the
foundation of this pyramid is the
technical setup. So, I'm going to write
technical.
If the emails aren't hitting the inbox
and the technical setup isn't sound,
then you have no chance at making this
work. Now, in order to make cold email
work, you need all three of these to be
structurally sound. The technical setup,
this is the domains, the DNS records,
the mailboxes, the technical
configuration of your system. The next
layer of this pyramid is your list. If
the technical setup isn't good, the rest
of it has no chance of surviving. So,
the list, who are you actually sending
cold emails to? If the people you're
emailing are the right fit for your
offer, if the data that you're working
with is correct, then you have a chance
of making this work. If this is not
correct, you're sending emails to people
who are not a good fit, maybe the wrong
industry, the wrong job title, maybe
they're retired, maybe you have the
wrong email, then whatever you do up
here doesn't matter because your system
is not going to have a chance of
actually working. You need to hit the
inbox of the correct person. And then up
top, we've got copy.
Now, say you've hit the inbox, you've
hit the inbox of the correct person for
your offer. Now, you need to be able to
get them to open, to read, and to
respond to your cold email. So, this is
your setup. If the base is not solid,
the technical foundation, which we're
going to talk about in detail on this
board in just a second, then the rest of
it doesn't matter. Because if you're not
in the inbox, your targeting and your
copy have no chance of actually getting
through and working. If the emails go to
the wrong person, meaning the email is
invalid, you're emailing people who are
clearly not a good fit for your offer,
wrong industry, job title, company size,
they don't actually have the problem
that you're trying to solve, then
anything you do up here doesn't matter.
So, it's really important to think about
this bottom up and as you're building
your system and testing your system,
making sure that your technical basis is
solid and then that your list is solid,
everybody that you're emailing is a good
fit and valid. And only then should you
worry about your copy. So, now that you
understand this, I'm going to go ahead
and break the technical aspect of cold
email down. The domains, the mailboxes,
the DNS records, the servers, the IP
addresses. I'm going to make it all make
sense right here just so you can
understand what's going on and where
things can go wrong. So, let's go ahead
and go to a new page. All right. Now,
let's talk about the technical setup.
There's a lot of moving pieces that
bring a cold email from your mailbox to
their inbox and not getting it flagged
as spam or not getting it lost. So,
let's break down some of those pieces
and how they work. And if you understand
this, you're gonna under you're gonna
have a lot easier of time figuring out
why your technical setup is not working
and actually solving it. So, let's break
this down into the simplest terms
possible. To send an email from your
mailbox to their mailbox, you need a
couple of things. The first thing you
need is a server, like a computer, that
actually sends the data from your system
to their system. This is an IP address.
The IP address is linked to those
servers to those computers. Now,
typically when you're using like Gmail
or Microsoft 365, you're using their
computers. You're using their IP
addresses and they're in charge of
keeping those IP addresses and computers
clean and valid and trustworthy. The
next thing that you need to send an
email is a domain. So, a domain is like
jotterpr.com.
The otterpr.com is the domain. So, we
need a domain.
Now, just like a website, a domain is
hosted with an IP address with a server.
So, these these three items are all
going to be linked together. The IP
address, the domain, and the mailbox.
Once you have these three things, now
you can actually start sending cold
emails. And I labeled them from top to
bottom because of the importance. So the
IP address, all of these items are items
that the email service providers, ESPs
will look at and say that's trustworthy,
that's trustworthy, that's trustworthy.
Each of these have a has a reputation
score that will either go up or down
over time depending on how people handle
those emails and depending on how those
domains are configured. So from top to
bottom of importance, the IP address,
the computer that that's coming from is
unbelievably important. That's why we
tend to recommend using Google or
Microsoft IP addresses, Google or
Microsoft mailboxes. That's what that
means. And then there's the domain.
You'll typically buy that domain on a
site like GoDaddy or Spaceship or Pork
Bun. Where you buy it is your domain
register. that that doesn't really
matter so much because it's all kind of
the same thing. Where that domain's
registered now and where that domain's
hosted is a different thing. But
wherever you buy this domain, you're
going to have to give it some
instructions. Where is this domain going
to be hosted? What email service
provider is this domain going to use to
create mailboxes. All of those things
are in the domain's DNS records. These
DNS records are instructions for that
domain to to tell it how to operate. And
the ESP, the email service provider,
will look at the DNS records to make
sure that it's secure, to see where the
domain is hosted, to see where that
domain resolves. For example,
otterpr.com goes to a real website. If
that autopr.com resolved at a dead link
or redirected somewhere else, the email
service providers would know that as
well. And then once you have these two
things set up, you've got your Google
Workspace or your Microsoft Workspace,
you've told the domain that's where
you're setting up email addresses, now
you can start configuring mailboxes
under that domain. And all three of
these things have reputation scores.
They're all important, but the IP
address is the most important, followed
by the domain's reputation score,
followed by the mailbox, which has
individual reputation scores as well.
Now, the reason this is so important to
understand, so imagine a bunch of people
report this single mailbox. Maybe we've
got a 100 mailboxes and everybody
reports one mailbox as spam and the
reputation score goes down and we lose
this mailbox. We can no longer send
emails from this mailbox because they're
all going to spam. Well, this domain is
still okay. This IP address is still
okay. We can still make more mailboxes
under this domain. We can still put more
domains under this IP address and it's
all going to be just fine. But what if
multiple mailboxes get flagged as spam?
Or what if you email a spam trap and
your domain ends up on a blacklist?
Well, if that domain ends up on a
blacklist or the domain's reputation
score drops too low, then all of the
mailboxes underneath
also get blacklisted and will start
going to spam. That's why it's
increasingly important to keep the
domain health, the domain reputation,
domain score high. That's also the main
reason that we don't like sending cold
emails from our primary domain. Our
primary domain is sacred and it happens
all the time. People will use their
primary domain to send cold emails and
it actually works better for a period of
time because you've already built trust
and reputation score for that primary
domain, but then you make the wrong
move. You send emails to the wrong list
and your primary domain ends up on a
blacklist and now your whole company is
affected because the domain is more
important than just the mailbox itself.
All right, so what about these IP
addresses, these servers? Now, in
general, if you're using Google or
Microsoft, they're going to be
responsible for keeping those IP
addresses, their servers healthy. So
even if you do a blacklist check and you
see that some of these IP addresses are
blacklisted, Google and Microsoft are
typically changing those out, warming
them, keeping their IP ranges healthy.
So you don't have to worry about this
part at all. Now, as it currently
stands, Google is still beating
Microsoft for cold email. The
deliverability is higher even to
Microsoft. That's why for cold email as
it is right now, we're still
recommending Google servers, Google IP
addresses. Now, what you're probably
going to be tempted to do, and I've
fallen into this mistake as well, is to
cheap out on the mailboxes, and there's
a lot of services now where you can spin
up hundreds and hundreds of mailboxes
for less than a dollar a piece. And if
you do decide to use one of those
services like Infamail or Mailin, you'll
be able to scale a huge infrastructure
of cold email mailboxes. The problem is
you only get one IP address and there's
nobody else in charge of keeping that IP
address clean except you. So if
something bad happens to that IP address
and too many people mark it as spam, you
email spam traps or for whatever reason
that sometimes is out of our control and
unpredictable, the ESPs
will block that IP address and say that
we're no longer accepting emails from
that IP address. So, you're going to see
your bounce rates go up and you're going
to stop landing in the inbox. And what
happens if your IP address goes down? If
the server reputation becomes too low,
all of this stuff gets banned. All of
the domains under that IP address, all
of the mailboxes, and your cold email
system will tank overnight. All right.
So, what do you do to give yourself the
best shot at hitting the inbox, not
getting flagged as spam? Well, you want
to do what you can to control your IP
range. So you'll use Google to set up
your mailboxes. Problem solved on the IP
address. For the domain, the biggest
factor that you can control is the DNS
records, which means you do not want to
send a cold email if you don't have a
demark record, a DKIM record, a valid
SPF record. And you can just go and
check that really quick using any free
free tool that's going to be linked down
in the description and inside of my
resources packet. And then the last
thing that's under your control is the
reputation score. So, how do we build
reputation of our domains, of our
mailboxes, of our IP addresses? We send
good emails for a long period of time.
So, age and reputation score is under
your control through time and through
email warm-up. So, if you want to
increase the score and give yourself the
best chance, the longer you wait, the
better. Typical rule for domains, cuz
domain age is so important, at least 30
days. Ideally, 60 to 90 days, but 30
days is the minimum before you should
start sending cold emails from that
domain. And then the mailboxes, you want
to be warming up from day one. Once you
create these things, you should be
warming up progressively. And we're
going to talk about recommended warm-up
settings when we get to that section.
But those are the things within your
control. That's what you need to do.
Now, let's talk about on the recipient
side. So, this is your leads inbox. This
is the person that you're emailing and
they're receiving that email and you've
got an ESP on their end, an email
service provider that they're using to
actually control the flow of emails
coming in. That could be Microsoft, that
could be Google, that could be Yahoo.
And they all handle this a little bit
differently, but they all kind of look
at the same key factors. Let's move that
over here. So, here's that leads inbox
is coming in. They're looking at the DNS
records of the domain. Is that domain
secure? One of the things these DNS
records do is tell the recipient that
the email is actually coming from that
person. It's not being spoofed. That's
essentially the whole purpose of the
DKIM record, the demark record,
the SPF record. It's all there for
security. You need to have them and it's
just saying that email is coming from
that person and not being spoofed. The
other important thing that they're going
to look at is the copy. So, they're also
screening the emails coming in to say to
see what those emails say. Now, Google
and Microsoft are obviously much more
advanced when it comes to screening copy
and leveraging AI to do that. So, it's
really important. It's a key factor in
getting through to certain mailboxes is
what you say. If it's bouncing or you're
ending up in spam, one of the first
things that you should look at is what
are you saying in the copy and how can
you change it? What spam words or
phrases are you using that could be
triggering those spam detectors? We're
going to talk about that a lot more in
detail when we get to the copywriting
section. And now, the other thing that
they're looking for is the reputation.
and not just the reputation of the
domain, the reputation of the mailbox,
the reputation of the IP address. So, if
you're sending from Google or Microsoft,
chances are that's going to look good to
Google or Microsoft. And as it stands
right now, Microsoft accepts Google
actually just as much or better as it
accepts Microsoft. But Google still
delivers better to Google. That's why
we're still recommending Google for cold
email infrastructure. But they're
looking at the reputation of that domain
as well as the age of that domain and
the reputation of the individual
mailbox. But domain reputation, we
actually can monitor, especially how
Google looks at your domain or Microsoft
looks at your domain. We use a tool like
Google Postmaster to do that. We're
going to talk about that more in detail
in the deliverability section. And they
actually tell you IP reputation, domain
reputation, so you can see if any of
those things are affected. Now, if all
of this looks good, the email ends up in
the inbox. So, let's talk about buying
cold email domains. What service should
you use to buy them? Does it matter? How
do you acquire them in scale? I'm going
to be walking you through all of that
step by step. Now, there's a few
different options where you can acquire
domains. I like to purchase them through
a platform called Spaceship. There's
also GoDaddy, Pork Bun, Cloudflare. A
lot of people use different domain
purchasers and they think that it makes
a difference. Now, the big difference
for me is that Spaceship makes it really
easy to buy them in bulk, to find
available domains. It's really
affordable to acquire domains and to
renew domains. For example, on GoDaddy,
you can get it for $12 for the first
year, but on renewal, it doubles or
triples in price. So, let's actually go
into Spaceship and buy a couple domains
and set them up. Spaceship is
essentially designed so that you can buy
cold email domains in bulk and manage
them in bulk. So, what we're going to do
is we're going to go to all products,
domain name search. Now, what's so cool
about spaceship is this beast mode. It
is made for finding cold email domains
at scale. So, TLDDLs are the end of a
domain name. Right now, it's got all of
them activated. I'm going to X that out.
I only want dotcoms. Couple reasons for
it. They instill trust faster than
others and they're cheaper.io's are
cool, but they're like three or four
times the price of dotcoms. I'm gonna
enter in some keywords that I want my
domain to contain. So let's say instead
of Otter PR, my business name was Beaver
PR. So I want to enter Beaver. So I want
some brand recognition there. And then I
want to enter some other keywords that
can go along with it. Uh viral media,
PR,
public, public relations. Now spaceship
is going to start to create variations
using these different keywords. And
chances are viralmedia.com is not going
to be available, but viralbeaver.com
is likely available. So, it's probably
going to have most of them containing
Beaver. There's also other filters you
can use, but I don't like to use them. I
like to hide unavailables. And where
this gets really cool, I'm going to go
ahead and apply this first and see what
what's available without using any of
the domain hacks. And we're going to
generate. All right. I don't think any
of these are available, which is
typical. This is why we need to use the
domain hacks. What we're going to do is
we're going to use prefixes and
suffixes. It's going to automatically
generate the most commonly used prefixes
and suffixes. So, when I was giving you
the example myotterpr.com, getterpr.com,
these are all ones that are used inside
of these prefixes and you can add your
own. Once you add these, you can go
ahead and apply. And now it's going to
start giving you tons of options of
domains that you can acquire. So, as you
can see, the domains are $8.88 to
acquire and $10 per year to renew. This
is infinitely cheaper than using
something like GoDaddy. And I can just
add all to cart really quickly and
acquire domains in bulk. I'm going to go
ahead and buy publichubs.com cuz that
one's kind of cool and I feel like I
could use it for other stuff. And I'm
going to go ahead and purchase this
domain. Now, you don't need to activate
any of this stuff. It's registering for
1 year. Privacy is included. GoDaddy
just jacks up the prices on all of these
things. They should not be that
expensive. This is what you should pay.
So, we're going to go ahead and pay now.
And just like that, I own the
domainhubs.com.
And now there's a lot of stuff that I
can do with this domain. So I need to
manage it. Specifically the DNS records,
the back end of this domain. I need to
tell this domain what to do. So to
manage my domains, I'm going to come
into Launchpad
Domain Manager. Now let's walk through a
couple of the things that are available
to me. Name servers and DNS records. So
name servers are where that domain is
being hosted. I bought it on spaceship.
So right now it's on spaceship. Usually
it defaults to wherever whatever
registry you use to buy the domain.
Wherever these name servers are pointing
is where I need to go to control the DNS
records, which we'll talk about in just
a second. Now, if I wanted to move this
domain to Cloudflare, for example, I
would just have to update the name
servers and then I could use Cloudflare
to control the DNS. The other option
here is adding DNS records. So, these
are things like the CNAME record, the MX
record, the A record, the DKIM, the
DMARK. These are all MX records and you
can do that just by simply adding
records here. This is how you do it
manually one by one or you could do
advanced DNS records where you can do
things like upload. Next, you'll see URL
redirect. So, where do you want this
domain to redirect to? Obviously, this
isn't a real website. Obviously,
pubhubs.com is going to go to nothing.
So, let's go ahead and just try it.
Obviously, the site cannot be reached
because there is no website. There's
nothing there. So, what I want to do is
do a permanent redirect to otterpr.com.
So, I'm going to do www.otterpr.com.
That way, anytime someone visits the
website.com,
it'll automatically redirect to my
actual website. Now, it's also important
to note here that any change you make to
your DNS or your name servers or
redirects don't happen immediately.
There's a little bit of a delay that we
call propagation in the infrastructure
world. So, if you make a change and it's
not perfect or reflecting right away,
just be patient, hang in there. Usually,
it's just a few minutes, but sometimes
it can be hours. All right, so that's
how you acquire domains and control your
name servers and DNS records and URL
redirects. Now, some people like to
bring their name servers off of
Spaceship and into Cloudflare for a
couple different reasons. One, it's a
little bit more secure. You can manage
your DNS records all in one place. And
if you're interested in learning how to
do that, you can watch my full spaceship
walkthrough linked down below. But 99%
of people don't need to do that. It's
not super important. and it has not been
proven to increase the results of your
cold email campaigns. So, for simplicity
sake, you can just manage all of your
DNS and keep your name servers on
spaceship. So, again, that bonus info on
moving your domains to Cloudflare worth
an honorable mention, but I'm not going
to be walking you through that in this
video because honestly, I don't want to
confuse you and add too much. You don't
need to do it. It has not been proven to
really improve results. I've tried both
and I've tried multiple domain
registers. Spaceship works great. All
right. Now let's talk about configuring
the domains. There are certain DNS
records also domain name system is what
that stands for that tell the domain
what to do where to point is it
authenticated uh is it secure and
private and you need to have these DNS
records done correctly if you want your
emails to go to the inbox not to spam
the forwarding domain we just talked
about and that's how that works. And
then lastly custom tracking domains
which were a big thing back in 2024 2023
less important now but I'll show you how
to set them up. All right, so let's talk
about some of these core DNS records.
And just to close the loop, you saw me
change the forwarding domain to
otterpr.com. It took about five minutes
for that redirect to actually take
place. This is the propagation. Now,
when I visit publicHubs.com, it
redirects to otterpr.com as intended.
All right, so let's set the DNS records
up for this pubhubs.com. What do I
actually have to do to make this thing
work? I've got this domain. How do I
create mailboxes? How do I get the DNS
records on there? and what DNS records
do you need to use? Then we'll do the
custom tracking domain. And if you don't
know what a custom tracking domain is,
these are specific domains used by the
email sending software to track certain
actions like clicks and opens or for
unsubscribe links. Now, cold emailing in
2025, we never add tracking links to
cold emails. They cause the emails to go
to spam. And the recommendation right
now is that we do not use them. So, if
we're not using links and we're not
tracking things, do we need the custom
tracking domain? Not really. But
standard practice is to set it up
anyways. And if you use our setup
service or other setup services, they'll
always set this up for you and add it to
the domain. Let me just show you what
this looks like in practice. I'm going
to go into one of my campaigns. Now, as
you can see, no links, nothing to click
here. But if I wanted to add an
unsubscribe link here, I just click more
rich.
Insert that unsubscribe link. Say what
it says. And now when you click on this
link, it's a link generated by Instantly
AI that basically tells them that person
unsubscribed. Now, if you don't have a
custom tracking domain in there, they
use their link. And if it uses
Instantly's link, that is the easiest
way on earth for Google or Microsoft to
say, "Wow, I see Instantly AI's link.
this is a cold email. Let's send that to
spam. That's why you need those custom
tracking links if you use unsubscribe
links or if you track opens. Another
honorable mention here is domain masking
proxies. This is a cleaner way of doing
domain forwarding. So, if you saw in my
example, it redirected me to
otterpr.com. An alternative way to do it
is to add a domain masking proxy. And
there's services you can use for this
like email guard where instead of
redirecting to otterpr.com it'll still
show that you're on publicHubs.com but
it'll look like otterr's homepage. It's
a masking proxy and I've tested it
against doing it the forwarding way and
there is absolutely no difference.
That's why we don't use them anymore.
It's just an additional step in the
process. The original thought is that it
would improve email deliverability and
that has not been true yet. I do have a
free video on my channel about how to
set up these domain masking proxies if
it's something you're interested in, but
my advice is don't worry about it yet.
There's no additional benefit. All
right, let's do a live DNS record setup.
Uh, and just to be frank, I haven't done
one of these in probably years because
my team does all of it now. The service
does all of it now. So, if you want to
leverage that service, all you have to
do is go to lead genenj.cominbox
and our my team will be able to set up
all of your mailboxes for you. But with
the service, you just tell us how many
mailboxes you want. We can also purchase
the domains for you, so you don't even
have to worry about that part. And it
just walks you through the entire
process really nicely. But with that
being said, let's go ahead and set up
the DNS records in a mailbox
forhubs.com.
Now, if you're doing this yourself and
you want to use Google Workspace and you
want to pay $8 per mailbox, you can go
ahead and click get started and then
sign up for a Google Workspace account
for your business. I of course already
have hundreds of workspaces, so I'm
going to skip the setup process and skip
right to setting up the domain. This is
what Google Workspace is going to look
like once you're inside. Now, you're
going to want to have to add your domain
first. You're going to come into
accounts, domains, manage domains. And
by the way, guys, you can pin this
stuff. So, it's already up top, but I
wanted to show you where to find it.
Look at all these domains that I already
have verified and activated inside of my
admin panel. We're going to go ahead and
add another domain. We're going to put
only the domain. I'm going to skip the
stuff before and after. And we're going
to set this up as a secondary domain.
We're going to add domain and start
verification. Okay, it wants me to
verify ownership.
So, select my domain host. I'm using a
different host, so I'm going to go ahead
and continue. And I'm going to have to
verify these manually. Now it wants me
to verify by adding these records to my
domain. So first is a txt record name
set to default value is this
TTL set to the lowest value or default.
So let's go ahead and do that. Now I've
copied the value. We're going to come
in. I'm going to go into name servers
and DNS. Add a record.
And now we're going to click txt. So
when it says the default, that usually
just means at. So I'm going to add that
at sign. I'm going to paste the value
and TTL. This is like how long it takes
to propagate. So you saw how long it
took for the forwarding to take place.
If I make this 1 minute, it's going to
propagate a lot faster. The other thing
that I'm going to do here, it wants me
to use txt as the primary verification
method, but it also gives me a secondary
method, which is the CNAME record. I'm
actually going to do both just to make
sure that this goes through without a
shadow of a doubt. So, I'm going to copy
the name
and we're going to add a CNAME record.
Now, this is the host. This is where
they want me to put that information.
And then let's come back to domain
setup. The value for that came record
here.
And again, TTL, we're going to do 1
minute. Okay, they've both been added.
We're going to continue. The DNS is
propagating. Hopefully, it goes pretty
quickly. And then let's verify that this
is set up correctly. So, confirm.
Getting my domain ready. Beautiful. It
was verified successfully. Now we have
to activate Gmail. They're going to help
me set it up. It's probably going to be
more DNS records. So now that my domain
is verified, I'm actually going to click
do this later. Now, as you can see, that
domain is here in manage domains. I'm
going to go ahead and add a user here.
So let's just add myself and create
user. Okay, I'm just going to grab this
info so I can log in after the setup is
complete and show you that it works. And
let's go ahead and click done. Now I
want to verify that domain. So let's
come into manage domains, public hubs.
We're going to activate Gmail. Now, we
need to set up the MX records. This is
telling that domain how to exchange
emails between other domains. So, we're
going to go ahead and set up those MX
records.
Continue.
Proceed with activation.
Different host. And now we have to put
in the MX records. So remember to copy
the points to
priority one. So MX records also have a
priority attached to them. So let's go
ahead and come back into DNS settings
and add some more records. And we're
going to have to add a few different MX
records. So MX at
value
priority 1.
And now I can keep the TTL standard
which is 30 minutes. Let's go ahead and
save all. Okay, confirmed.
Just like that, I'm verified and ready
to start using Google. I can now send
and receive emails from that mailbox.
So, let's go ahead and log into it just
to show you. Open up a private browser
and log into that mailbox that I have
just created. All right. So, as you can
see, it's now a functional mailbox that
I can do lots of stuff with. I can add
this to different platforms. I can sync
it to instantly. I can start sending and
receiving emails from this mailbox. I'm
going to skip this password thing right
now. And now I'm going to finish the
configuration, the DNS configuration. So
the mailbox is created. Great. But is it
going to hit the inbox? Probably not
because that domain doesn't have all of
the m all of the DNS records that it
needs yet. So let's actually scan this
thing. We're going to use a free tool
called easydmark.com.
I recommend that you use this as well.
It's free and does just about everything
that you're going to need. So I'm going
to come in and scan this domain. By the
way, I'm on easydmark.com. We're going
to come into tools. And here's all of
the mailbox and domain tools that you're
going to need. Domain scanner, DNS
record checker, and it'll kind of tell
you what you're missing, too. So, let's
go ahead and scan that domain, and see
what's on there so that I can add the
things that it needs. So, you can see
risk assessment is high. It doesn't have
an SPF record, a demark record, a DKIM
record. So, the ESPs, email service
providers, are going to see this and
they're not going to allow that email
through. So, now let's correct these one
by one. So, if you come into your Google
Workspace and type in DKIM up top,
you'll see DKIM authentication. Google
actually has a built-in tool to help you
authenticate the emails. So, we're going
to go ahead and select the correct
domain, publish.com.
And we're going to generate a new
record. You can go ahead and just
generate based on this. This looks fine.
And now we're going to have a txt record
and a value. So, let's go ahead and copy
this into our domain manager. I'm in the
advanced DNS now just to show you the
difference.
And we're just going to add a couple
records. We're going to add a txt
record. Here's that new one. This is the
value Google
domain key. And then we're going to grab
the record value.
And once we've got that new record in
there, we're going to go ahead and add.
And then we can start authentication.
And Google's going to check to make sure
that demark record is actually correct.
And it warns you. See, uh, it may take
48 hours for the DNS records to fully
propagate. So now that the DKIM records
in there, let's go ahead and do the
DMARK and the SPF records. So let's come
back into easydmark.com. I'm going to
leave this open. I'm going to open up an
additional tool. Let's go to SPF record
generator and we're going to go ahead
and use their kind of standard
recommendation. So I've got pubhub.com.
Let's go ahead and generate that record.
Okay, it's saying this record is valid.
Cool. So let's grab this value. And
notice how the host is just the domain
itself. So when you see that that you're
going to use just an at sign. So let's
add an additional record. It is a txt
record.
It's going to be at and then the SPF
value will go here.
And now we've got an SPF record. The
last thing that we're missing is a
demark record. So I'm going to come into
tools and do demark record generator.
I've already got our domain there. For
policy type, I'd recommend using
quarantine or reject. I don't want to
get too in the weeds with these. There's
different recommendations from various
sources on whether to use reject or
none. Honestly, it doesn't matter very
much. You will need an email to send the
demark reports to. And if you come into
advanced configuration and you set
failure reporting options to zero, now
you won't get any reports, which is kind
of what I like. The rest of it you can
leave as is and generate a demark
record. I know I skipped over a bunch of
stuff here just because for cold email
it doesn't matter. Now, if we're talking
about your primary domain setting up a
demark record, there's a lot more nuance
to this, but for the purposes of cold
email, this will do just fine. Now,
here's another quirk that you should pay
attention to. It says host_demark.youd
domain. If you copy this whole thing and
you paste it in to the DNS records, it's
going to be incorrect because you don't
actually include your domain name.
You're just going to do underscore
demark. That's why when it hits copy, it
only copies that part. Now, I'm not
going to copy that because I'm just
going to type it in. I'm going to copy
the value. We're going to add another
record, another txt record, the
host_dark,
and the value right there. Now, we've
got all the necessary security protocols
so that the email goes into the inbox
and not spam. We've got an SPF record, a
DM record, and a demark record. And the
MX records telling us that it's a Google
mailbox. Finally, the last thing to add
is a custom tracking domain. So, I just
opened up one of the mailboxes inside of
our Instantly account and I see the
custom tracking domain section. We're
going to go into this when we do
software setup, but it gives you the
records here. We've got the record type,
the host, and the value. This is going
to be the same across most of your
mailboxes. So, you don't actually have
to add the mailbox first. You can set
these up as soon as you do the domain
setup. Host inst. And the value is here.
So, let's go ahead and set this one up
knowing that this is going to be the
record. I'm going to go ahead and copy
the value.
We're going to add that final record.
It's going to be a CNAME record,
the CNAMEN instal.
And that is the final record to round
out the domain DNS setup. Now, if you
don't want to deal with any of that
yourself, because you shouldn't have to,
and you definitely shouldn't be paying
$8 a month for G Suite by doing it
yourself, you should take advantage of
this setup service. It's only $3 per
month per mailbox. We do all of the
technical setup for you. And most
importantly, you actually have a mailbox
rep, somebody where if something goes
wrong, you can reach out and they will
go and fix it. If it gets disconnected
or it starts going to spam, you have
somebody that you can actually ask for
help. All right. All right, now let's
talk about the age-old dilemma. Do we
use Google? Do we use Microsoft? Do we
use some cheap SMTP service to set up
our mailboxes and send emails? Well,
this matters a lot cuz if you choose the
wrong thing, you try and cut corners,
you're going to end up in spam. So,
follow what I tell you, and I'm going to
be going through some of these different
options, how to think about them, giving
you my recommendation, and I'm actually
going to give you my reasoning so you
don't get caught in some price trap
where you're paying the absolute
minimum, but all your emails are going
to spam. We're not going to let that
happen to you. So, what are your
options? You've got Google, you've got
Microsoft, and then we've got custom
mailbox solutions. These are private IP
addresses. You can either set them up
really cheaply using various services,
or you can pay for more well-managed
custom mailbox solutions. We're going to
go through all four of these options so
you can understand the differences, pros
and cons, and then I'm going to give you
my recommendation. All right, let's
start with some terminology. ESP, you've
probably heard me mention that already.
That means email service provider. When
you hear ESP or email service provider,
think about what companies have email
services. We've got Yahoo, we've got
AOL, Google, and Microsoft obviously are
the biggest ones. And that's where we're
going to focus most of our attention.
The email service provider that you use
is really important. And the reason it's
so important is because of the IP
address. The way that emails flow, kind
of as described earlier, there's a lot
of different variables that make an
email go to an inbox. One of the most
important is the IP address or the
server that that email was sent from.
That server is managed by one of these
email service providers. So the more
trusted that IP address is, the higher
the reputation, the higher the
deliverability. And that email service
provider is in charge of keeping their
IP address clean. So if you're using
Google or Microsoft mailboxes, you're
using Google and Microsoft IP addresses.
If one of those IP addresses reputation
drops or gets blacklisted, it's up to
them to switch it out to make sure that
your emails are ending up in the inbox.
They're very invested in that. And they
have the added benefit of that most
people like you and me are either on
Google or Microsoft. So the email
service provider doesn't just send the
email, they're also receiving many of
these emails and they screen the emails
that are coming in. So, if they're
coming in from a Google IP address and
I'm using Google, good chance Google
looks at that and says that's probably
trustworthy. All right. So, now that you
kind of have an understanding of email
service providers and IP reputation,
let's actually talk about some of these
options. Now, the first one is Google.
And this is probably the most popular
platform for cold emailing. They're very
aware that we're sending cold emails. In
fact, I think they're supportive of it.
Now, at the normal rates, Google now
charges $8.40 40 cents per month per
mailbox, which is a ton of money once
you're scaling an email system, which is
why I don't recommend signing up for G
Suite and paying those normal rates.
Instead, you should work with an email
setup partner. People like myself have
negotiated rates so that we're able to
set up mailboxes at scale for $3 per
month per mailbox. This allows you to
scale your infrastructure much more
affordably and you don't have to worry
about setting them up yourself. You'll
soon see that Microsoft also has a
program like that where you instead of
paying retail rates, you'll pay those
reseller rates. Mailbox infrastructure
services like Inbox by Lead Genj make
the setup super easy with Google. And
I'm not the only one offering this. I'm
the best because you can transfer them
in and around providers and you get a
mailbox rep which you don't get anywhere
else. But there's lots of services that
can help you do this. Now, as of 2025,
Google has the highest inbox placement
of 87.2%.
This is higher than Microsoft and higher
than SMTP custom solutions. There's been
a lot of debate and studies and tests
around provider matching. So, I'll just
talk about that briefly. Platforms like
Instantly AI or Smartle will allow you
to select a box that says provider
matching. In fact, let me just show you
what that looks like in one of these
campaigns. So, if I come into options in
any of these campaigns and I go to show
advanced options, one of the options I
can select is enable provider matching
for deliverability boost. The principle
here is if you're trying to reach a
Microsoft inbox, though, wouldn't it
make sense to send from a Microsoft
inbox because they see one that looks
like themsel and they're more likely to
let it through? Well, so far from what
we can tell, that's actually not true.
And provider matching doesn't actually
help. In fact, Google's still better at
getting through to Microsoft than
Microsoft is at getting through to
Microsoft, which is actually pretty
crazy to me. So, one thing to keep in
mind here is that small to medium-sized
businesses generally prefer Google. When
it goes to enterprise and large
businesses, they're primarily using
Microsoft. Now, I just said provider
matching doesn't necessarily help get
through to Microsoft, and that's
generally true, but it can be a good
idea to have multiple different mailbox
providers inside of your system cuz at
any given month, one might be per
performing better than the other. There
was a whole period of time where
Microsoft was crushing it to to
Microsoft and then it essentially
stopped. By the time you're watching
this video, maybe it's early 2026. What
I'm telling you now could be irrelevant.
That's why you need to be in the
community so you can stay up to date
with the most recent news. All right,
that's Google. Now, let's talk about
Microsoft 365. These mailboxes are about
the same price as Google if you set them
up with Microsoft, but you can get a
discount by either going through a
reseller like myself or if you buy your
domains on GoDaddy. They actually have a
simple way to set up Microsoft mailboxes
directly in there with GoDaddy and it
starts at $4 per month and then goes up
the following year. There's also various
services that you'll run into that will
do hundreds of mailboxes on a single
Microsoft domain through special backend
Microsoft panels and those are typically
$50 per month with a safe sending limit
of about two emails per day per mailbox.
I can show you what those look like.
It's a it's a really interesting thing.
That's a little bit more advanced. I
don't want you to worry about that yet.
Just kind of an honorable mention. If
you run into services that launch
hundreds of mailboxes for you with super
small sending volumes, they're built on
the Microsoft backend and I don't want
you to worry about adding these just
yet. So far, they haven't been too
stable and Google is still better. Inbox
placement for Microsoft 365 is second
best around 75.6%
overall and still doesn't deliver as
well as Google to Microsoft. And I put
that I highlighted that here at the
bottom. does not deliver better to
Microsoft leads. Really important to
know kind of when you're going into
choosing this and trying to troubleshoot
how to get through to Microsoft, which
can be a challenge. But just to point
something out to you guys, let's go into
my inbox placement test inside of
Instantly. I'm going to be walking you
through how to set this up. I just want
to show you like current deliverability
metrics. So, as you can see in this
test, we're primarily using Google as
the sender. and the recipients, you're
looking at Google, you're looking at
Microsoft, we're inboxing almost 100% of
the time. That's pretty absurd
statistics and you probably won't see
that yet. The reason we are is I'm I've
been doing this for a long time. I'm
very good at this. We have low spam
complaint rates. Our domains are
properly aged. They've been warming up
for a long time. So, if you don't see
this right away, that's fine. But you
should know that inboxing almost 100%
with Google on cold email is still not
not just possible, pretty easy to do.
All right. All right. Now, let's talk
about the most coste effective solution
and that's SMTP services that have
unmanaged IP addresses. Now, a lot of
words, really complicated. Let me break
it down for you. You know how I said
Google and Microsoft are in charge of
keeping their IP addresses, their
servers clean, high reputations, high
deliverability. That's on them. But what
happens if you're in charge of that IP
address? If it's a server that you
create that doesn't have any history,
any reputation, it's a lot more
delicate. And if you burn that IP
address, it gets a couple spam
complaints, gets on a blacklist, you're
stuck with it. And that whole server,
that whole IP range is now pretty much
done for good or at least for 30 days.
Now, the attractive thing about services
like this where you have unmanaged IP
addresses is they help you spin up
mailboxes really quickly, really
affordably, and you can pretty much
scale infinitely without having any
technical knowledge for a third to a
fifth of the price as using Google or
Microsoft. Now, what you need to be
concerned about with these specific
mailbox services is that it might start
off looking good when you turn this on
with these fresh mailboxes. The IP
address doesn't have any reputation,
doesn't have any negatives, doesn't have
any positives. So, you might actually
see your emails inboxing really well at
first until you get a couple spam
reports, you email a spam trap, and now
all of the sudden the entire IP range,
the server that you created with one of
these services, all of the mailboxes
start going to spam, and there's nothing
that you can do about it. And a lot of
times, if the IP gets burned, the
domains and the mailboxes can also be
burned. All of those domains that you
spent money and time registering and
warming, all of it could be completely
wasted and not work at all. So, a couple
notes here. Who is this good for? Is it
good for anyone? So, I actually use
mailin as one of my providers for my
system. They're really affordable. It's
easy to set up and I know that I'm
really good at cold emailing. I get
really limited spam reports. So, I trust
myself to keep that IP address pretty
clean. Now, just logging in so you can
see what this looks like. With just a
few clicks, you can purchase new
domains, set up mailboxes, and then
quickly export them into your Instantly
account. And as you can see, I have 375
active mailboxes here with 75 domains.
Here's a list of all of my mailboxes.
It's really easy to spin them up. It's
really easy to put them into here
instantly, and it's a really affordable
solution. But I also want to strongly
caution you against using this until you
have a lot of experience and until you
have a working system with Google or
Microsoft mailboxes. So how do you know
if it's a managed IP service or an
unmanaged IP service? Well, the biggest
tell is going to be the price range. For
services like mailin or informmail,
you'll see really attractive pricing. So
let's look at inframail as an example.
For $99 per month, you can set up
unlimited email mailboxes. If it sounds
too good to be true, it usually is. This
comes with one dedicated IP ready to go.
And I don't want to hate on Inframail
for what they do. They do a great job.
So does Mailin. But if that one
dedicated IP gets flagged, the
reputation drops, then all of those
unlimited email mailboxes will cease to
hit the inbox. They will all start going
to spam. Now, you can absolutely
mitigate your risk by doing like a 250
per month plan for three dedicated IPs.
But again, if one of those IPs goes
down, it's dedicated and nobody's in
charge of its reputation but you. So
you'll see pricing either that either
looks like this with unlimited mailboxes
or you'll see pricing at at around $1
per mailbox per month. So this is 300
per month comes with 200 email accounts
per month. So if it's under $2 per month
per mailbox, you better believe it's
going to be a unmanaged IP address that
you are in charge of. As you can see,
dedicated servers and IPs. Now, if you
want to try one of these services out, I
recommend mailin. There's going to be a
link down below, but you should not do
this by itself. You should absolutely
have Google or Microsoft first. All
right, the next category I want to talk
to you about is SMTP services with
managed IP addresses. These are not
Google, they're not Microsoft. They're
still custom server mailboxes. Now,
these are not Google, they're not
Microsoft, but in this case, the company
is actually going to be in charge of the
IP address. And if one gets ruined,
they'll rotate it out so that you
constantly have clean and high
reputation IP addresses, kind of similar
to what Microsoft and Google do on their
back end. All right, so what does one of
these services look like? How much does
it cost? Is it is it worth using? And
I'll also talk about some of the main
players in this space. So these are
typically the most expensive because
there's typically a setup fee involved
and there's typically a high per month
mailbox fee. I've used Mission Inbox in
the past and it ended up being around $5
per month per mailbox. Now, the quality
of these companies are really based
around how clean they keep their IP
addresses and how well they're able to
monitor the sending reputation and
deliverability of their mailboxes. So,
the difference in cost from the
mail-ins, which are the unmanaged IPs,
to the mission inboxes, is these guys
are actually going to help you with
deliverability. They're going to keep
the IP reputation clean. They're going
to do deliverability checks. They're
going to make sure that you're hitting
the inbox, but you pay for it. So,
Mission Inbox, this is the service that
I've used in the past and I've tested.
It works really well. It just can get a
little bit pricey. This one is $199 per
month. Comes with 30 mailboxes. So, as
you can see, already starting off quite
a bit more expensive than the other
options. Meldoso is another one. Uh,
it's a little bit more affordable at 166
per month for 68 mailboxes. And as you
can see, that's build quarterly. So,
this is a little bit more of a
commitment. You can also come in and
calculate what something like this is
going to cost. And again, when you're
deciding which one to use, Meldoso,
Mission Inbox, there's a lot of other
players in this game as well, it really
comes down to how good are they at
managing their IP reputation. And at the
end of the day, they're slightly worse
than Google at managing that IP
reputation because deliverability
overall was still lower. So, for me, it
wasn't worth justifying the extra cost.
Now, if you do want to try one of these
services, and by the way, I'm not
telling you not to do any of these
things. I'm not telling you you
absolutely need to be on Google. My
actual recommendation is you should have
at least three providers inside of your
system and that is just in case one of
them goes down. Maybe Google
deliverability drops overnight, maybe
Microsoft deliverability drops
overnight. You should be able to hedge
your risk with multiple different
providers. So now that you kind of
understand the differences, this is what
I do and this is what you should
probably do to give yourself the best
chance at not messing up the technical
infrastructure. Use Google mailboxes.
Right now they're the top performing and
I don't see anything happening to them
anytime soon. The risk with any of these
custom SMTPs is the rules can change
overnight and they're going to be the
first ones to die. So use Google and you
should use a setup service like LGJ
inbox to make sure that the DNS records
are set up correctly, they're uploaded
to your platform correctly, and they're
warming correctly. For mailboxes, you
should either use the founders's name.
So if this is me setting up mailboxes
for myself, all of my mailboxes have Jay
Feldman as the name. So, if you don't
want to use your personal name, or maybe
you have a name that's not easy to
pronounce and doesn't instill trust when
you hear it, you can always default to
an easy one-cllable white girl name.
Ruth, Jen. These tend to convert the
best and no one will ever actually check
if that's a real person. So, how many
mailboxes should you set up per domain?
This is an ongoing conversation between
me and lots of different cold email
experts, and there's no correct answer.
I'll tell you what I'm doing right now,
and that's five mailboxes for every
domain. The more important question than
how many mailboxes per domain do I set
up is how many total emails per day per
domain am I sending? So you really want
to send around 100 emails per day per
domain. Sorry, doing this with my mouse
on the sketch pad. So if you have five
mailboxes, then you want to be sending
no more than 25 emails per day per
mailbox. If you want to do three
mailboxes per domain, then you can send
up to 33 emails per day per mailbox. Now
again, these aren't hard limits. This
isn't written anywhere. Google and
Microsoft would never publish what their
safe sending limits actually are. What
we do is use the information and testing
to take our best guess. So, what I'm
typically doing is five mailboxes per
domain. Each of them scaling up slowly
to 25 emails per day per mailbox. And
yes, my math was off. That is 20 20
emails per day per mailbox if we're
sending at five. I apologize for my
brain. I've been recording for hours
now. Now, the honest truth is that we
know less emails per day is is better.
It keeps the domain safer, which means
the campaigns last longer and
deliverability is higher. Now, if you
want, you can scale those mailboxes all
the way up to 50 until maybe you start
seeing a little deliverability dip. But
this is my recommendation. Choose to
follow it or not. But I definitely want
to caution you against cranking the
volume up too high and too fast. Now, I
do have a word of caution for you. This
is something that ended me up in a lot
of trouble and a lot of people I know al
who also did this practice that is no
longer not recommended ended them in
some trouble too and that's mailbox
forwarding. So we talked about domain
forwarding which is where you want one
domain to redirect to your primary
domain. That's still safe. That's fine.
Mailbox forwarding is when an email
comes to my mailbox. It automatically
autoforwards to a central mailbox. maybe
someone from my team, then any emails
that were being responded to in my cold
email system, those responses would get
forwarded to my primary mailbox. So, the
recommendation is do not use mailbox
forwarding. You should respond to all of
your cold email replies from within the
instantly unbox. And honestly, at this
point, there's no reason not to because
they've given you so many great tools to
make it unbelievably easy and quick and
effective to reply from here that you
shouldn't want to forward to a central
mailbox anyways. So anywhere you see add
a forwarding address. Avoid it like the
plague. Don't touch it. And there's
going to get be multiple opportunities
to add that.
>> Quick explanation on why we no longer
use email forwarding. So let's talk
about the situation that we're usually
in. You send a cold email to somebody.
Let's say person A to mailbox B. This is
me. I'm I'm A sending an email to
mailbox B. Now say this is all in
instantly AI. Mailbox A is loaded up in
instantly. It sends that email to email
B. Email B responds to email A and now
you have an open dialogue with that
email. Now what you might be tempted to
do instead of using the instantly unbox
is setting up an auto forwarding rule to
send that email to now mailbox C which
is my primary inbox with my team
managing it and it's not connected to
instantly AI. Maybe this is even my
primary domain. So, my most
authoritative mailbox with my best
domain, so it looks and looks and sounds
really good. Maybe this is Jotterpr.com.
And this seems really tempting cuz now
you can have your team just monitor a
single mailbox that's collecting all of
the cold email responses to all of these
these mailboxes loaded up in instantly.
Now, the problem with that is these two
mailboxes, A and B, have an open line of
communication. It's a thread and you're
already in mailbox B's inbox. You don't
have to worry about you going to spam.
You're already talking to that person.
You're in the inbox. You did it.
However, once you reply to email B from
email C, it is the first time that
you're communicating with that person
between these two mailboxes. So, mailbox
B just sees this as another cold email.
Therefore, you can't really say what you
would say here, which is dropping them
links, pictures, videos, pretty much
anything you say from email A to B as
the the reply back to their reply will
go through and end up in their inbox.
However, if you send it from email C,
even if it's your primary mailbox, email
B still sees that as a cold email and is
likely to reject it.
>> So, we just talked a lot about different
mailbox services, how to set them up
from scratch, whether you're using
Google or Microsoft. Now, I just want to
walk you through what the setup process
would actually look like if you did
decide to use either my setup service or
somebody else's. So, we're going to
visit lead genenj/inbox.
Now, whether you're using my setup
service or somebody else's, there should
be three core benefits here. One, you're
saving a ton of money on the Google
mailbox subscriptions. That's the main
primary benefit. That's why you want to
use someone with negotiated rates. The
second benefit is you don't have to
think about the DNS being set up
correctly. It's such a common area where
people f up. So, if you can take that
fear and risk out of your system,
that'll let you focus on the stuff
that's really hard and really matters,
which is the list building and the
copyrightiting. And it's important for
you to have somebody that you can reach
out to that can step in and help. Get a
mailbox reconnected, do a deliverability
test for you. All of these are problems
and questions that you're going to run
into as you're building your system. So,
it's important to have a technician
available to you to make sure your
infrastructure is sound. And if you're
paying me $3 per month per mailbox,
you're saving a ton of money on
subscriptions and you get access to my
team of mailbox text. And I'm not trying
to shill this setup service. There's a
lot of them that exist, but that is an
important distinction. I I should also
point out this distinction. If you're
signing up for Instantly AI, you may
notice that they have pre-warmed
accounts, donefor you email setup. They
offer these services on their own and
they're solid. It's a good service. The
problem with using instantly or smart
lead setup service is you're locked in.
They want to keep your mailboxes inside
of their ecosystem. They're not going to
support you with those mailboxes and
they're not going to let you take them
away from their ecosystem if you ever
decide to go elsewhere. And this is a
big problem that most people don't think
about. But I've switched cold email
softwares more times than I'd like to
count. And if they're keeping my
pre-warmed high reputation domains and
mailboxes inside of this ecosystem and
they won't let me leave, that's not
great. So use instantly. They're great.
Just word of caution with that setup
service. All right, so let's pop in.
We're just going to put in our name, our
email, and I'm going to skip through
this really quick just so you can get
the gist. Choose how many mailboxes you
want. Each mailbox is going to be $3 per
month per mailbox. So if you're doing
five mailboxes per domain, then I would
start anywhere from 25 to 50 mailboxes.
So, you'll choose how many mailboxes you
want and then a setup option. So, you
have two options here. You can either
buy the domains yourself first,
spaceship, GoDaddy, wherever you want,
and then give us access and we can set
them up for you, or you can do easy mode
and we'll just buy the domains for you
and set them up for you. And then we can
transfer the domains to your account for
you to take over management. You can
then select the number of domains to
purchase and the mailboxes per domain.
So, this is a conditional form. So, if
you want 50 mailboxes, it's going to
assume five mailboxes per domain. But
say you want to do less. You can change
this to 15 domains and our team would do
three mailboxes per domain. Then go to
the next step. You're going to tell us
which website to forward your secondary
domains to the email sender name that
you want to use. Upload a mailbox photo
because these are Google. Any special
instructions you might have, and then
it's going to give you a summary of
fees. we're going to get uh access to
your Instantly account. So, if you
already have an Instantly, you'll tell
us exactly where they are so that my
team can upload those mailboxes for you.
You'll give us the login to that and
then that's it. You'll go ahead and pay
and my team will set those up for you uh
usually within 24 hours. So, what is the
best software stack that the best cold
emailers in the world are using? Over
the past 10 years, I've used over 65
different cold email tools I counted
while I was searching for the best
software stack to scale cold email, but
also manage cold email for clients. I
regular speak with the owners at all of
the top cold email companies as well as
the top cold email agencies in the
world. So today, I bring you 10 years of
software wisdom without any sponsorship
or ads. This is the definitive tech
stack that you should use for B2B lead
generation. So, there's a few things
that you're going to need to do cold
email successfully. The first thing
you're going to need is a cold email
sending software. This is a tool where
you can upload all of your cold email
mailboxes and manage them. This tool
will manage your cold email leads. So,
you upload a lead list and then it keeps
track of that lead like a CRM. This tool
is also responsible for sending cold
email sequences. So, you can program in
send email, wait two days, send another
email, wait two days, send another
email, all with AB variations. And this
tool is also responsible for managing
replies. There's a lot of different
options when it comes to cold email
sending software. It's a super
competitive market. Now, over the past
several years, I've really seen it
consolidate into a couple of winners.
So, I really want to focus today's
conversation on those winners and some
of the considerations that are important
to you when you're choosing the right
tool. First one is pricing structure. I
remember when I started cold emailing,
it was $50 per mailbox and it was just
absurd pricing. We were using
Woodpecker, just really not scalable.
Instantly, AI, the one that I'm using
now, which is obviously the one I'm
going to recommend. I'm going to tell
you why, actually pioneered the
unlimited mailbox pricing scheme. And
since then, most of the softwares have
followed suit just to keep up. What
you're going to see now is a pricing
structure that's usually a a monthly
fee. So, let's go into Instantly and
show you what the building looks like.
So, this is what you're primarily going
to see in terms of pricing structure. So
outreach is what we're interested in.
Let's go into a monthly fee. You're
going to see unlimited email accounts,
unlimited email warm-up. This is what
all of the top players are doing now.
And they're going to charge you based on
contacts. So the more contacts you have
in there, the more that monthly fee
becomes. Another consideration is
deliverability features. So as the race
to create the best cold email software
has continued, certain tools like
Instantly AI have released a lot of
really interesting features. This whole
lefth hand side, which I'm going to go
through shortly, has features that make
your whole cold email experience a lot
easier. So, you don't have to use
multiple tools. It all happens under one
roof, which makes everything a lot more
streamlined and a lot easier. So, what
kind of deliverability features do they
offer? The quality of warm-up. One of
the interesting things about free
unlimited warm-up is that it can attract
a lot of bad cheap mailboxes inside of a
warm-up pool and then anyone who's in
that warm-up pool can be tainted. We're
going to talk more in depth about
warm-up soon, but just know that if the
software has a lowquality warm-up pool,
that warm-up can actually do damage and
not help you. The accuracy of the data,
there's a lot of data involved in cold
email, not just lead data, but reply
data, open data, opportunity data, and
all of that data is aggregated so you
can make the right decisions. And a lot
of the platforms have not mastered the
accuracy and reporting of that data.
Another consideration, do you want to
just use this for yourself or are you
planning on managing clients on that
tool as well? One feature that a lot of
people overlook and just assume it's all
equal until it's too late is the unibly
features. So, one of the biggest
differentiators between reach inbox and
instantly AI right now is the ability to
go into the unbox and quickly reply to
conversations. And lastly, their API.
So, if you're a little bit more
advanced, what can you actually do in
the back end with automation? and we're
going to be chatting about that towards
the end. So, here are the major players,
the winners that have made it and are
now competing for the top spot in cold
email software cuz there's a lot of
money there. And there's really two
names that most people end up going
with, and that is Instantly AI or Smart
Lead. I'm going to talk about some of
the others as well, but I really want to
focus around those two. And if you see
this meme on the on the right, I bet
he's thinking about other women. Should
I choose Instantly or Smart Lead? That
one's funny. So important to note, I've
used all of these extensively with
success. They all work. The question is
which one is going to be the best for
you and which one is winning the race
cuz it's really hard to transfer from
one of these to another one. It's a pain
in the butt if you have to do it. So,
you may as well choose the one that's
going to be the right for you long term.
And I can't tell you the horror stories
of all the people that have had to
transfer from one of these to instantly
because of a specific feature that they
wanted or some new update. So in short,
Instantly AI best overall. I'll be
telling you why. Smart lead second best
to Reach Inbox can be a really good
value. In fact, Reach Inbox is almost
equivalent to Smart Lead and Instantly
AI. They've got good APIs now. They fix
their warm-up pool. There's just a
couple bugs that make it not quite as
good, and they don't have some of the
more advanced features that Instantly
Now has. But if you're looking for good
value, uh Reach Inbox will definitely be
slightly more affordable. Now, good
story here. They came out with a
lifetime plan last year that I jumped
on. I promoted. I actually have two of
them. I paid for them myself and
thousands of people bought this lifetime
plan. Reach Inbox themselves told me I
changed the trajectory of their company.
But their issue was the warm-up pool at
the time. And a bunch of people signed
up and started using Reach Inbox and
were hitting spam. And this is even
though in my video I said I'm buying
this lifetime deal and I'm sitting on it
while I use instantly AI which ended up
being a really good idea but people who
are trying to cut corners and save a few
bucks went into use reach inbox and
ended up everything was in spam and it
wasn't working. I do have a good
relationship with all of these companies
but instantly AI is the one that I use
for myself now because of the features
that I will mention soon. I also see
some people using Apollo.io for sending
cold emails although you can. It's not
really built for scaling cold email
systems. So, I would not recommend using
it. All right, so you guessed it. My
recommendation is to use Instantly AI
for the following reasons. They have the
highest quality warm-up pool. I've never
had a single problem with their warm-up.
The deliverability is excellent. And on
that note, they have really unique
deliverability features that a lot of
other platforms don't have. So, let's
talk about a few of those features. One
of them you probably saw me share
earlier, and that is their inbox
placement testing and rotation. This is
an absolute gamecher because this is
something we used to do manually.
They'll actually do real life testing of
deliverability. This way you know how an
inbox is actually placing. We'll talk
about this more in depth during the
deliverability chapter. But this is
built in so it happens automatically
every single day. And the best part
about this is we used to do this
manually. Uh mailbox wasn't delivering
correctly. You take it out of rotation,
warm it up, put it back in. Instantly
now does that all automatically. So
they've got these automations that you
can set up. So, if inbox placement goes
below a certain level, it actually
pauses it from the sending campaign and
then you can put it back in once the
inbox placement goes back up. These are
all automations that I'll walk you
through shortly. Other thing that's
important to know about Instantly in
terms of deliverability is they have so
much data. They're by far the number one
cold email platform and they actually
utilize all of that data that they have
to tell me if somebody is likely to
bounce, likely to report me as spam and
they'll actually skip that person. And
if you want to see some really cool
advanced stuff, this is something new
that they've released. You can actually
do AI lead filtering. So if somebody's
hostile, you can skip them. And if
they're unlikely to reply, you can send
last. And this is only possible because
of all of the data that instantly
collects on a daily basis. The next
feature is the unib. Now, you really
want a solution that makes it easy for
you to reply, know somebody replied, and
their unbox experience is by far the
best. Now the reason for that is they've
integrated AI really cleanly. It looks
like my AI has already responded to this
guy. But say I wanted to reply to this
email. They've got a lot of features
built in that make it really simple for
me to do that. One of them is snippets.
So if I hit the pound button, it's going
to open up all of these macros and I can
quickly insert personalized replies to
them with the click of a button. But
they also have AI integrated. So let me
open up my Otter PR workspace here so
you can see what it looks like when a
teammate is responding to these emails.
I hit reply. Now, what you would notice
is because they have OpenAI integrated
into lots of different layers of their
system, it'll actually suggest the best
reply for you. So, all you have to do is
hit tab and it'll get inserted. They
also have a really great app so you can
download it on your phone and anytime an
interested reply comes in, you can get a
push notification and handle that reply
right from your mobile device. They've
done a really good job integrating AI
into every part of the experience. And
by the time you're watching this, they
probably would have added more stuff.
They're just developing so quickly.
They've now got this co-pilot that will
help you do just about everything to
make it as easy as possible to launch a
cold email campaign. Now, with that
being said, I want to caution you
against using AI to write your cold
emails or generate a list. I've tried
all of it. None of it can do it nearly
as well as you'll be able to do it. So,
do not trust any AI to write your emails
or develop your list. Just don't.
Lastly, Instantly has a really strong
API. I've yet to find a single thing
that I can't do with back-end automation
in Instantly AI. just works really well
and it helps me develop really cool
stuff like this to build custom
solutions to my problems. And a warning,
do not cheap out or get sucked in by
cheap deals for cold email software or
for lead data. Let me just show you
something really quickly to hopefully
scare you away from doing anything like
this. So, if you type in cold email on
AppSumo, you're going to see some deals.
Now, if it's email verification, that's
fine. You can use um AppSumo email
verification tools. What I want to
caution you against is using some of
their other stuff like Mistria for email
marketing or new reply. And if I'm
looking for lead data, like maybe I want
to see if I can get a lifetime
subscription to something, you might
think about going for lead rocks here. I
have the highest plan on this and I
haven't used it more than twice because
the first time was such a disaster. It's
just not worth making your life harder
when you're trying to get cold email
right. If you cheap out on data, if you
cheap out on software, this stuff is not
going to work. So, use my recommended
stuff. My goal is to save you as much
money and get you 99% of the way there.
And this is the same stuff that I do in
my own systems. I want to give you the
most affordable solutions that actually
work, but stay far away from lifetime
subscriptions. They're here for a
reason, and it's because they're not
there yet. All right. Now, I want to
give you an abridged Instantly AI
walkthrough of what what to expect. I
also want to point you to this resource.
This is uh an hour and 10 minutes of me
going through each detail of Instantly.
It was done 4 months ago, but it's still
hyper relevant. So, if you want a deeper
dive, definitely check that video out.
But for now, let's jump into Instantly.
And you'll probably see that it looks a
little bit different than the video I
did 4 months ago because they're
developing so quickly. So, I'm just
going to walk you through some of the
basics here, what to expect inside of
your Instantly AI account. So, a couple
things to note here. You'll have tokens
up here in the top right. You can use
these for finding leads. Most of you are
not going to be using this because
you're going to be using my list
building tools and strategies. Instantly
is a little bit expensive. You can
toggle between all of the different
workspaces really quickly here. So, if
you are managing clients inside of
Instantly AI, they've made it really
easy just to drop down and get to a
different workspace in seconds. Now, the
most important tab when you first log
into Instantly is going to be this email
accounts tab. Once you set it up here
once, you'll probably never come back
here again. So, you'll see all of these
different mailboxes set up, all
configured to send, warm-up emails, and
all of these mailboxes have a couple
different columns. Emails sent, warm-up
emails, health score. You'll also see a
couple things below them: tagging, just
so you can keep your mailboxes
organized. Each one of these is a
mailbox that can send cold emails, link
to cold email campaigns. Now, if you're
using a setup service, they'll install
these for you, but it's important for
you to go in and make sure your warm-up
is configured correctly. Now, you can
edit one at a time. So, I'm going to
open one of these up, and you'll see
warm-up settings and the campaigns it's
attached to. Let's go into settings just
to configure everything correctly. I
like to have the signature here at the
account level. That way, you don't have
to put it in all of the campaigns. All
you have to do is insert the signature
placeholder, which we'll talk about
later. You can tag each individual
mailbox with where that domain is
purchased, where that mailbox is set up.
This one's on Google. You can set
campaign settings. Right now, I have
each of these mailboxes set to send up
to 10 emails per day with a minimum wait
time of 5 minutes. This is a really
important feature that everybody needs
to activate. This is campaign slow ramp.
Honestly, it should be on by default.
This will progressively increase the
number of cold emails a mailbox sends
until it hits that limit. Daily inbox
placement tests, that's how many times
it does a placement test per mailbox per
day. Highly recommend using that. Your
custom tracking domain, which we already
talked about. And finally, your warm-up
settings. So, my recommendation for
warm-up settings here is increase at one
per day until you reach the number that
you have set here. So, if this is 25 or
30, then you should increase until you
hit 25 or 30 per day. And you leave this
warm-up on indefinitely. I do something
a little bit contrarian at the reply
rate. You'll see that the suggested says
30. I actually use a really high reply
rate. So, this is something you can try.
Honestly, you can use 30, you can use
95. It all works. I then activate pretty
much all of the warm-up advanced
settings. You do need to be on the $97
per month plan to activate these
advanced settings. Now, one of the great
things about Instantly is their ability
to bulk update mailboxes. So, I just
selected all 890. I can come into
bulkedit settings. As you can see,
they're all blank because it's going to
edit this field for all of them. So, if
I only want to edit the campaign
settings and bring that bring them all
to like 15, I could just do that. Hit
save and it'll all go to 15. makes it
really easy to bulkedit stuff. Now, once
all of your mailboxes are in here and
warming, want to select them all, make
sure that warm-up is enabled, you also
want to make sure that the warm-up
emails are going up and that the health
score is 100%. This health score is not
a perfect metric. Uh, in fact, I
wouldn't count on it at all, especially
because we have inbox placement now.
This is a much better metric and tell of
how a mailbox is actually performing.
So, the health score is fine at a
glance, but you should really be using
the inbox placement tests. And this
column on the left is how many actual
cold emails it's sending in your real
campaigns, not your warm-up emails. Now,
one thing you should absolutely do once
you get set up in here is click test
domain setup. It's a secret button that
will tell you if all of your records are
set up correctly. Make sure that you do
this before you activate any of these
mailboxes. And if anything's wrong,
it'll show up in red with the thing
that's wrong so that you can go fix it.
Okay, that's mailboxes. Let's go to the
next most important tab, and that is
campaigns. This is where you keep all of
your different sequences. Now, the way
that I recommend segmenting your
instantly is each of these campaigns
should be either different offers or
different audiences. That way, you can
test, okay, we're going to try marketing
agencies here and doctors here and
lawyers here. That way, you can use the
same copy and see what industry responds
better. Each of these campaigns has a
lead list attached to it, which is why
that structure makes sense because think
of each of these as different sequences
with different lead lists. And you can
get away with just having one campaign.
You can ignore mine. I I do a lot of
testing in here, but you don't need a
zillion campaigns. You can have one, you
can have three. They can be the same
sequences in each campaign, all with
different lead lists. All right, so
let's go into one of these campaigns so
that you can see the structure. I'm
going to click add new. You can title
the campaign and then it's going to take
you just into one of these. And this is
what a campaign looks like once it's
developed and active. First page is the
analytics. So you can see how that
campaign is performing. This is a newer
one. So I'm going to go last four weeks.
You can toggle some of the metrics that
are on these analytics. So for example,
I don't track open rates because I don't
use tracking links and I don't track
click rate because I don't use tracking
links. So I can disable those and just
pick the metrics that actually matter.
And this is especially helpful if you're
managing clients because now you can
just hit share and give them a report.
And if you scroll down, you can actually
see the steps. So this is email one,
email two, email three, and you'll see
ABCDE. These are different split test
variations that I've created and tested.
Some of these are off because we found
what the top performing campaign was.
Next is leads. So the first thing that
you're going to do when you launch a new
campaign is upload your lead list. And
don't get ahead of yourself. We'll talk
about building a lead list in a further
chapter, but you're going to add leads
here. Typically through CSV upload.
Super search is their lead finder. Can
also upload through Google Sheets.
Typically, I'll just do a CSV upload.
Now, another cool hidden feature inside
of Instantly is this little blue brain.
Anytime you see something blue and cool
looking, it's probably an AI feature.
So, Instantly lets you run these AI
prompts. And as you can see, a lot of
the top template hub ones are from me.
Or maybe just this one. Find competitor.
You can use other people's AI prompts to
enrich your list. So, it'll go through
your specific lead and it'll add a
column with an AI personalization. All
you have to do is connect your OpenAI
account here and then select a template.
You can also create some of your own
templates here. As you can see, we've
done quite a bit of that oursel. All
right. So, you'll upload your lead list
and then you'll develop your sequences.
Your sequences are the emails that those
people are receiving. We're going to
talk extensively about the right
structure for a sequence and what to
write. Now is not the time. Just know
that this is where that sequence is
housed. The schedule, when do we want
these emails to send? This one's just
set for weekdays, kind of business
hours. And then options. I want to spend
a little bit of time here because
there's a lot of customization
available. And it's important for you to
know what's worth activating and what's
not. So, accounts to use. What I do in
pretty much all of my workspaces is I
just enable every email account across
every campaign. and it instantly does a
good job cycling through those inboxes
and just using the ones that still have
sending capability. And that way you
don't have to track. Okay, these 10
mailboxes are here. Those 10 mailboxes
are there. Just all the mailboxes are
everywhere. And you can add them just
with tags like this. Okay, so some of
the features that you should consider
activating. Stop sending emails on
reply, enable, open tracking, disable,
delivery optimization. So instantly
really does try and stay ahead of the
deliverability curve. Send emails as
text only. No HTML. This prevents you
from using any tracking links. And I
highly recommend that you do use this.
Send first email as text only. So this
enables you to actually have the first
email in your sequence. Use text only
and then the second one using links or
images. I don't use those personally in
my campaigns, but if you do plan on
using a YouTube link, maybe in the
second email or an image in the third
email, then you might want to consider
enabling this daily limit. Honestly, I
don't even worry about it. I just crank
it way up and I set my limits at the
mailbox level, not the campaign level.
Now, let's open up all of these campaign
options. The CRM owner, so who's going
to own the lead in the uni box once
somebody replies? Who's going to get the
notification? You can designate that
here and they're going to be in charge
of those leads. You can tag your
campaigns. So, you can tag them by
industry, by offer, just to help you
keep organized. I actually don't use
campaign tags. Sending pattern. You can
set the time gap between emails at
either the campaign level or the mailbox
level. And I do this as you saw earlier
at the mailbox level. You can set
maximum new leads per day. So if for
example a campaign is just crushing it
and you can't keep up, you can set a
limit here. Good problems to have.
Prioritize new leads. So who is
prioritize new leads relevant for? This
is actually going to prioritize more
email ones. So reaching out to more
people, not reaching out to somebody
more times. So if you have a large total
addressable market, you have a lot of
people that could be your clients. For
example, my PR agency and my lead genen
service, we can do that service for just
about any company. So there's millions
of people that I can reach out to. I
might want to consider prioritizing new
leads over follow-ups. I leave this off,
but if your goal is to hit as many
people as possible, that is an option
for you. If you're somebody who knows
you're not going to be in here checking
your tests and choosing winners, Instant
AI has a feature. You can set the
winning variation based on one of these
metrics. Now, if you're following my
advice, you already know which of these
metrics are usable. Which one is it?
That's right, reply rate. And the reason
for that is click rate and open rate
both require tracking links, which we do
not use. We don't track clicks. We don't
track opens. So, if we wanted to, we can
choose the winning metric based on reply
rate. I don't use that because there's
actually a better metric that you can
use to choose winners and that's
positive reply rate. How many
opportunities that variation is actually
generating. One variation might get 10%
reply rate which is crazy. That's huge.
But what if all of those replies are
negative whereas one variation is
getting a 5% reply rate but they're all
positive. This would choose the wrong
winner. Provider matching we already
talked about. I leave that off and I'm
using mostly Google mailboxes. There's
some other helpful stuff here too.
company reply stop. So, if you're
emailing multiple people at the same
company, do you want to stop emailing
other people at the company if one
replies? That's not a bad idea.
Typically, we're only emailing decision
makers, so we don't bother turning that
on. Stop on auto reply. This is
something you can choose to or not to
enable. Uh we don't do not enable that.
Insert unsubscribe link header. What do
you think? Do you think we enable that
or disable that? That's right. No links,
no unsubscribe links. So, we leave that
off. Now, I kind of mentioned some of
these deliverability features earlier,
and this is a good example of that.
Allow risky emails. So, Instantly will
automatically identify people as risky
using bounce protect. They have known
risky database, and they cross reference
your leads against that database to tell
you whether or not it's safe to send an
email to that person. And it'll skip
them if they're matched in that
database. You want that to happen. So,
you want to leave these unchecked and
let instantly do their thing. That's it.
The rest is blank. And that's how you
configure some of these options. Moving
on to the final tab, subsequences. This
is a a nifty feature if you want to
automate the responses again. So you can
create a subsequence. I'm going to call
this test. That basically adds the lead
to the subsequence if it detects that
they're interested or if they reply
using a keyword like pricing. It'll then
put them into the subsequence where you
can send them follow-up emails. So this
is a way to automate your replies in a
really beginnerfriendly controlled
fashion. So if you're just getting
started, you want to start automating
your replies. My recommendation would be
to use a trigger word. So for example,
in the sequence, you can say reply media
coverage. And if they say that in the
reply, the subsequence will detect that
and then send them whatever follow-up
email that you would normally have
planned for them. Okay, moving on. The
unib. We're going to talk about managing
replies in here. You should just know a
few things. Instantly uses AI to
automatically categorize people as
interested, not interested, out of
office, and it's fairly accurate. So if
you come to your status, you really want
to focus on your interested leads, but
you should also know that their unib is
not perfect. Sometimes it misfires and
gets things wrong. So for that reason,
if it does misfire, you can just change
their tag status here. Instantly also
captures any other emails coming in to
the mailboxes that are connected. So if
you're using that mailbox somewhere else
or someone on your team is using it,
it'll actually catch all of the incoming
mail. And if you've deleted a lead from
a campaign, maybe to make some space,
save some money, and that lead responds
months later even though they're not in
your system anymore because you've
deleted them, it'll still catch their
interested email in the others tab.
Okay, I'm not going to spend too much
time here since it's relatively
self-explanatory. The most important
thing is that you're responding quickly,
speed to lead, and that you understand
how to use these macros and develop
macros. You can just hit the pound key
and give them whatever macro fits their
reply. And then instantly we'll actually
learn which reply you're using in
response to certain emails and it'll
start suggesting the right macro and
then you can turn on an experimental
feature that I'll share with you in just
a second. Now, what if somebody says go
f yourself and you should never contact
me again? You can really quickly get rid
of somebody with these three dots.
Delete lead, add to block list. Or if
somebody takes a certain action, you can
really quickly move them to a
subsequence or to another campaign. So
maybe you have a campaign that's follow
up in 30 days. You can move that lead to
that campaign really quickly here. Okay.
Analytics gives you an overview of
everything going on inside of your
account. Total emails sent. You can get
a quick overview of all of the campaign
analytics. The same that you would get
by going into each of those campaigns
like I showed you earlier. The unique
thing here that I want to show you is
account analytics. So this will actually
give you detailed information about each
mailbox and it gives them a combined
score. So if you're testing different
service providers, this is actually an
important metric to look at which
mailboxes are performing the best. Now
it's not a true tell of which mailbox is
best because certain campaigns might be
performing better than others. And it
could be due to the campaign
performance, not the mailbox
performance. But either way, it's a
hidden feature that's worth mentioning.
Okay, next. Instantly CRM. If you've
ever used a CRM, this is going to look
very familiar. You can come into an
opportunities pipeline, move people
across, this helps you keep track of
leads inside of your campaigns in your
pipelines, and if you've got a team
trying to convert interested replies
into into meetings, this is a great
place to do it. It's a pretty standard
opportunity pipeline, so I won't go too
detailed there. Website visitors, this
will ID emails of people visiting your
website. It's okay. Uh I don't use it
anymore. I actually use a different
solution for this that I will talk about
later on. Inbox placement, this was a
game changer for cold email. This does
daily tests, real life inbox placement
tests on those mailboxes to make sure
that they're inboxing. And you can set
up those automations to auto rotate in
and out. To set up a new inbox placement
test, you'll just hit add new. I'm just
going to do test. It's pretty
self-explanatory. We want automated
tests. We want to go to where we're
emailing, so North America in most
cases. Accounts to test. So, you can
either go through and click them one by
one, or you can mass tag all your
mailboxes and then just use a tag to
basically get them all in there.
campaign to use. So, this is what copy
it's going to to be testing with and
then again what copy to test with. Do
you want to enable delivery
optimization? Yes. If you're doing it on
your campaign, you should do it here as
well. You want to test every day. I
recommend doing one by one and then set
up those automations. I would just take
a screenshot of the automations that I
have set up and then that's what you
will use. So, let's open up inbox
placement test so that you can take a
screenshot. Okay, here it is. This is
what you're going to do. Action one. If
inbox placement goes below 50%, you're
going to pause it from the sending
campaign for 14 days. If the account or
domain is added to any blacklist, it
will know and it'll pause for 14 days.
And then finally, once an inbox
placement goes above 70%, meaning it's
recovered from this, then it'll slow
ramp it back into that campaign. This
automates your entire email
deliverability and makes life so much
easier than it used to. Okay, some
honorable mentions here. Instantly
co-pilot, this is a brand new feature
that they rolled out. I don't use AI at
all to generate campaigns, generate lead
lists. I've tried it with other
platforms. It's not quite there. It's
way too nuanced. So, I would not
recommend using anything like this to
generate an entire campaign or an entire
lead list. It's just not there yet. But,
if you want to take it for a whirl, go
in there and play with some Instantly
Copilot stuff. Super Search is
Instantly's lead database. I'm sure they
will continue to refine this, but it's
essentially a lead database that you can
use filters and add contacts directly
into the campaigns for you or use your
search AI to tell it what kind of leads
that you want and have AI find them for
you. Again, not recommended. What I
recommend is you learn how to build good
lists, which you will learn in this
video. Don't rely on AI to do that for
you. All right. Finally, let's just show
you a couple of the settings that are
important here. So if you are white
labeling instantly and you have clients
that you want to give access to, you can
set up a custom domain and a logo and
then you can give clients specific
access to accounts with access to their
unbox to view campaigns. So they do make
it really easy for you to manage like a
cold email agency. Lots of different
permissions and unlimited users. So you
can add whoever you want with various
different access levels. So it makes it
really easy to manage your team and have
everybody work under this workspace as
well. Custom tags, lead labels, pretty
self-explanatory here. You can use these
to stay organized. Okay, now the fun
stuff. Default opportunity value. This
is a vanity metric. I don't really
respect people who come in here and say,
"Oh, look how much opportunity value I
have." I'm way more concerned with how
many positive opportunities than the
perceived value. So, set that
opportunity value at whatever you want.
I think it defaults to 500. Some things
that I think you should activate. All
the AI automations automatically tag
lead status and replies. This is what
tags them as interested or not
interested or out of office. You
definitely want to leave that on. AI
inbox manager is that experimental
feature that I was telling you about
earlier. Once it starts to learn which
canned responses that you're using,
it'll start to suggest them first.
That's the AI assisted. And then AI
inbox manager is where it fully takes
over. I do not use this, but if you are
somebody who wants to experiment and
trust it, just keep a close eye on it.
Automatically suggest replies using
OpenAI. This is the feature that I was
talking about earlier where you're in
the unbox and it starts to suggest the
reply. We want to keep that on. That's
helpful. This one we want to keep on as
well. Now, some unbox features. This
again is preference. I don't like to
show auto replies in unbox. I like mine
clean. Save non-instantly emails in
unbox. So, they give you a lot of
control over how you want your unbox to
look. This is how I have it configured.
The only thing on is saving
non-instantly emails in the Unibox.
Outreach preferences. This is how you
should have it configured. You want to
automatically pause campaigns with high
bounce rates. that means something's
wrong with your list and you want to
stop it immediately. The rest of these
are a little bit more advanced and
really not necessary. Send emails one at
a time. You want to configure that at
the mailbox level. Reset your AB
tracking usage daily. So, if you're
somebody who's doing like daily testing,
this is really important. And then you
want to make sure that you have these
positive reply notifications turned on,
especially if you don't have any more
advanced workflows set up. Now, you'll
see later I have some more advanced
workflows that handle this for me, but
if you're just getting started, go to
your email preferences, make sure that
that's flipped on. You want to know what
that looks like. Lastly, you want to
turn on V2 analytics if it's not already
on by default. This is going to give you
more accurate tracking data. Okay,
integrations. We're going to be talking
about extensively later, how to build
back-end automations, integrate this
with Zapier or N8N. They've got really
good web hooks, and they've got great
integrations with a lot of the platforms
that you already probably use. Block
list is very important. These are people
that you do not want instantly to
contact. Think your existing customers,
your vendors, your competitors. You can
add them to a block list. My best way is
through this Google sheet. Make a Google
sheet, make it public, and then have one
column of just emails that it avoids.
This block list here is the one that's
coming directly from the Unibox or
through API calls. But this Google sheet
is one that we manage on our end. So, a
new client signs up, we add them to this
block list, and now instantly knows not
to reach out to them. They also have
these AI block list triggers. So you can
add unsubscribes to block list. If
they're marked as unsubscribe, it can
add them to block list or it looks for
certain words. Maybe someone's saying go
f yourself. It can look for those
trigger words and automatically add
somebody to that block list for you. And
lastly, advanced deliverability. I like
to keep these on. Why not use
instantly's data? So if they're unlikely
to reply, you can either skip or send
last. I don't trust that one as much as
I trust hostile prospects. I do not want
to email hostile prospects. It's bad for
team morale. They're highly likely to
report me as spam. I don't do it. I skip
those. And deliverability optimization.
Disable open tracking across the board.
I can enable this. It's not going to
make any difference in my campaigns
because I already do this at the
campaign level. Okay. So, that is a
brief overview of Instantly AI. Again,
if you want a more detailed walkthrough,
you can watch this video. It's over an
hour long and will tell you everything
that you need to know. Now, also good
info. If you decide not to use Instate
AI and you're using Smart Lead or Reach
Inbox, you'll notice that a lot of this
looks exactly the same, plus or minus a
couple of features, but those features
can be really important when it comes to
scaling your cold email system. Even
this inbox placement tool in itself,
without this, I'd have to do this in an
outside tool like email guard, and it
really complicates my ability to scale
these cold email systems. There's one
subskll of email marketing that I would
argue is the most valuable skill that
you can learn if you want to make seven
figures. Now, this skill solves a
problem that some of my most savage
entrepreneur friends still constantly
deal with, and it costs them millions of
dollars if that problem doesn't get
fixed. And the craziest thing is that
it's still a total blue ocean. There's
literally no competition. So, what is
that mysterious skill? Well, if you want
to get rich in email marketing, you
should specialize in email
deliverability. And in this module, I'm
going to take you from a deliver a baby,
get it, to an expert that can actually
start charging my friends to fix their
spam problems. So, let's get into it.
So, today we're talking about the
perfect cold email deliverability. How
to reach the inbox every time. And it's
actually really easy. So, first, let's
chat about some of the main factors that
affect email deliverability. There's the
domain configuration. This is how your
DNS is set up, all the records that we
talked about earlier. the age of your
domain. The magic number is 30 days to
actually start sending emails from that
domain. But an older domain is a safer
domain. If you have domains that are a
year, 2 years, 3 years old, that age
actually counts towards the reputation.
And then the domain reputation itself is
a massive factor. And that domain
reputation is affected by a lot of
different variables, but especially
people reporting you as spam. The
mailbox IP reputation, this is the email
service provider like we talked about
earlier. What server are those emails
sending from? That has a reputation as
well. And so does the mailbox. So maybe
you have a domain with five mailboxes,
but one of those mailboxes keeps getting
reported as spam. It's going to affect
the domain, sure, but it's going to
affect that mailbox a lot more. Then
there's also blacklists. We have domain
blacklists and IP address blacklists.
And this is actually separate from
reputation. The blacklists obviously
play a part in reputation, but the way
that you end up on a blacklist is
actually a little bit different. and
we're going to be talking about that.
Other major factors for deliverability
is copy. All these email service
providers are screening all of the
emails that are coming in and reading
them. So there's certain words and
phrases and code that it's looking for
that affects whether or not that email
makes it to the inbox. And as mentioned,
the objects like links, images, videos
all play an important role. And it's an
important differentiator to know what
links can you send, what sort of images
are safe. And one of the reasons this is
such a high value skill and nobody is
really good at this is because it's
complicated. There's a lot of factors at
play. All of these different factors are
reasons that an email might go to spam.
So, it's up to you as the cold email
expert to figure out what that reason is
and how to solve it. And that's what
we're going to be talking about here
today. All right. Now, let's assume that
so far you followed my recommendations
when building out your cold email
system. Now, if you followed my
recommendations, there's some things
that you don't have to worry about
anymore. For example, whether your
domain DNS records are set up correctly
or not. You've got the DKIM, you've got
the Demark, we've already taken care of
that. We've set up your mailbox using a
trustworthy provider, typically Google.
Now, what are some of the things that
are in your control? The main one by far
is spam complaints. Nothing is going to
kill your mailbox or your domain faster
than getting reported as spam. It
massively damages your reputation, and
it can be really hard to come back from
that. Now, if you're sending cold
emails, in a lot of cases, even if
you're sending warm emails to your
opt-in list, you're going to get spam
reports. This is why good warm-up is so
important. So, think about warm-up as
your way to counteract the number of
times you're reported as spam. Say you
send 100 emails, cold emails, and one of
every 100 reports you have spam. That's
a 1% spam rate. That's actually not
good. Now, let's say you add warm-up,
and now you're sending 200 emails, and
100 are cold and 100 are warm-up emails.
and that same one person reports you
have spam, now you have a 0.05%
spam rate, which is half. This is going
to be much better for your reputation.
So, warm-up counteracts spam. But
remember, it has to be good warm-up, and
more is not always better. The email
service providers aren't dumb, and
they've got a lot of technology in place
to detect whether you're using automated
warm-up solutions. That's why
highquality warm-up is so important, and
a good warm-up pool is important. that
mailbox that's in the warm-up pool is
super important because if it's low
reputation mailboxes that are in the
warm-up pools, it can actually do more
damage than good. The next thing you can
control is your cold email copy. You
want to use lots of spin tax. I'm going
to show you what that is in the
copywriting phase, but essentially spin
tax make sure that you're not sending
the same exact copy and phrases over and
over again because those can get picked
up by the email service providers and
cause deliverability issues. Lastly, the
domain age. Don't jump the gun. Wait for
those domains to reach at least 30 days
before you start sending cold emails. I
actually like to wait up to 60 days in
some cases. So if you buy a bunch of
domains now, even if you don't plan on
sending cold emails, you can sit on
them. You can create the mailboxes and
you can start warming them and start
building reputation with good high
quality warm-up. All right, so let's
break down email warm-up. What is it?
Well, email warm-up is essentially you
sign your mailbox up to a pool of other
mailboxes and those mailboxes exchange
emails with one another. And during that
email exchange, those mailboxes are
taking emails out of spam. They're
marking them as important. They're
reading them. They're replying to parts
of them. All to make it seem like a
human is doing it. And the mailbox is
sending good emails. And there's a lot
of important factors to determine the
quality of that email warm-up. For
example, what is the copy that's being
sent in the email warm-up? If it's
similar to your copy, that's great
because it's not just warming up your
domain and your mailbox. It's actually
training the ESPs that this is what your
domain and mailbox talks about in the
cold emails and that those are valuable
emails because they're being marked as
important versus a lowquality warm-up
pool is just going to send generic copy
in the warm-up and then you start
sending cold emails and you're trying to
sell, you know, web design services. And
the ESPs aren't stupid. They're like,
"Okay, those are the warm-ups. This is
the real thing. That's the spam." So,
let's actually open up a really
highquality warm-up tool. This is
actually not one that I recommend for
cold email. So, this is a warm-up tool
called warmmy.io. I actually only use
this for our primary domain. That's a
little bit too expensive to use for cold
email and instantly does a good enough
job for cold email domains. But your
primary domain is also your sacred
domain. And that's why it's plugged up
here in warm. And this is why I wanted
to show you kind of how it works. Every
day it's sending about a,000 emails from
this domain. And if some of them go to
spam, as they do here, warm me warm-up
pool actually removes them from spam and
marks them as important. So, one of the
reasons I wanted to show you this tool
is what makes it such a high quality
warm-up. I'm kind of giving an overkill
here. You should use this for your
primary domain. I've got additional
videos walking you through the setup of
this tool. You don't need to use this
for your cold email setup, but I'm
walking you through warm-up just to make
you an expert. The warm-up topic, you
can actually select what your emails are
about. That way, the warm-up topic is
the same as the topic that you're
actually sending cold emails about. The
other thing I wanted to show you is
warm-up preferences. So, it actually
lets you control what types of mailboxes
that you're sending emails to. So, us at
Otter Public Relations, we're primarily
sending, in fact, I'm going to change
this now and walk you through my thought
process. We were struggling to reach
Outlook for a little while. That's why
it was focusing almost entirely on
Outlook, about 50%, but you can choose
which email providers you want to warm
up cuz each of these ESPs has their own
rules and reputation for your mailbox,
for your domain. That way, if you want
to improve your reputation specifically
with Microsoft 365, you can just focus
all your firepower on that specific
mailbox. And I want to show you this
result just to say that, you know, we're
human, too. Now, this isn't a cold
emailbox. This is actually plugged into
our CRM uh from GoHigh Lee, our our main
CRM. That's why we're we're warming it
like this at these volumes. But coming
down to these results, it's really
important to know where you're inboxing.
So, this test was done on June 18th. And
I want to show you what a reall life
inbox test looks like. I'm going to go
ahead and run the test now just so you
can see a new one. And what it's
actually going to do, I'm going to
select all. Got a template already
selected. This is the copy that it's
going to use. Right now, it's actually
sending emails to probably close to a
100 different email addresses that they
control to see what the actual
destination of our email is. It's one
thing to give you a health score or to
look up here and say, "Oh, you know
what? All of these went into the inbox.
These are warm-up pool emails. It's not
showing you what's really happening in
real life. This is actually a much
better tell. It's emailing these
recipient inboxes and seeing what
actually happens. And as you can see,
it's reading the results in real time.
Now, I'm going to show you a free way to
do this because it's a really important
practice. And you should do this for
your primary mailbox, too. I'll actually
do one from my primary mailbox,
jleadenj.com.
And this isn't good. See, I'm already
seeing G Suite at 0%. that likely went
to the promotions tab for the email
topic that we used. Which actually
brings me to a good point. What is this
promotions tab? Is this important?
Obviously, landing in spam isn't great,
but what if you're landing in promotions
instead of spam? In a lot of these
cases, you may as well be in spam if
you're in promotions. Typically, when
you're ending up in the promotions tab,
let's just open up a Gmail account
quickly so I can show you what that
looks like. So, in most email providers,
especially Google, uh you're going to
see all these categories here on the
left. Social, updates, forums,
promotions. This is that promotions tab
and you really want to do whatever you
can to stay out of it and actually see
some of my notifications going into the
promotions tab. So, what do you
typically do about ending up in
promotions? Well, it's actually usually
a copy issue. So, it's probably f
flagging some sort of word or phrase
that puts you into that promotions tab.
So, what you want to do is adjust your
copy and test your copy and then do
these placement tests until you get out
of that promotions tab. So, when we're
writing copy, especially for our CRM and
our sequences, we do these
deliverability tests on the copy to make
sure that it's inboxing and not in the
promotions tab. So, on this
deliverability test, it looks like we're
inboxing almost 100% except Yahoo, which
I don't really care about too much. Most
of my clients, especially the good ones,
are not using Yahoo mailboxes. But, I'm
a little concerned about the promotions
tab here. But, this is likely due to the
email content that we sent, which is
just in this in this template. So, I'm
not too concerned there. Now, if you
guys do want to use Wormy for your
primary domain or you want to go in
there and play around, I do have a 50%
off discount, I believe, to Wormy.
Again, this video is not sponsored. I
actually love this tool. Yes, you can
get 50% off. And if you want access to
this list, just head to
leadenj.com/tools
and it's all going to be linked down
below. All right, so back to email
warm-up. Do you really need to use warm
for your cold email mailboxes? The
answer is no. Instantly AI offers free
unlimited warming. So, let's go ahead
and open up instantly and show you what
that looks like. Remember, you're going
to come to your email accounts and
you're going to see a health score.
You're going to make sure this little
fire emoji is on. This means that
warm-up is on. Now, if I was to have all
of these mailboxes inside of warmmy.io,
granted, they do give bulk discounts,
but having it all in one place really
just makes cold email so so much easier.
And their warm-up is good, and I've
never had any issues with it. We're not
doing high volume warm-up, and all of
these mailboxes are relatively
disposable. So, let's talk a little bit
about the warm-up settings. So, I'm
going to open one of these up. Come into
settings, scroll all the way down, and
now we're going to see how I configure
the warm-up. And I kind of talked a
little bit about this earlier, but it's
important to understand what's going on.
You can ignore this warm-up filter tag
that's used if you want to create email
filters and get them out of your inbox.
That instantly does that automatically
for you in the unib so you don't have to
worry about it. This is mostly important
for email forwarding, which we already
said we're not going to do. So, what
you're going to do is you're in going to
increase by 1 to two per day until you
reach the same number of warm-up emails
as your daily campaign limit. So, if
each of these are set to 10, you want to
warm up to 10. You're going to set your
reply rate anywhere from 30 to 100. I've
experimented all around that range. It
all works. In the advanced settings, I
like to activate all of these weekends
only, red emulation, warm custom
tracking domain. All these features are
meant to emulate human behavior, which
is really important when it comes to
warm-up. Now, you might notice a
difference here from what I showed you
in Wormy with the ability to control the
copy of that warm-up and the targeting
of that warm-up, what ESPs that it's
focused on, and then what the subject of
those emails are. And yes, that's a
little bit of a sacrifice. And honestly,
yeah, there's no way around it. I'm not
sure the content that instantly really
sends or how they determine that, but it
is up to them to make sure that their
warm-up works. And I'm telling you that
it does because I use it myself. And the
reason this all makes cold email so easy
is because of inbox placement. So, not
only is it warming up my mailboxes for
me automatically, but every day it's
doing one of these live tests for me on
every single mailbox. And you can see
from this, we're getting almost 100%
deliverability. We got a little bit of a
drop here with Microsoft. And the other
important thing that you can see here is
this actually went up almost 20%
recently. So, what can happen,
especially with reputation damage and
blacklists, is they're temporary, and
you can work your way off of them.
There's a protocol to fix it, and we're
going to talk a little bit about that
protocol, and it doesn't change much
depending on what the issue is. Okay, so
last note here, leave warm-up always on.
Remember, this is your defense against
spam reports. If you're getting high
spam reports, you need those warm-up
emails to lower your overall spam rate.
This kind of reiterates what we just
talked about. Instantly is the best for
free unlimited warm-up. It works great.
As you can see, our deliverability is
excellent. But if you're focused on
warm-up for a single sacred domain, I do
recommend Wormy. Bad warm-up can kill
your mailboxes. So, if you try and
choose a budget friendly option for
unlimited email warm-up or even to warm
up your primary domain, it can actually
hurt your mailboxes. If these ESPs find
out that you're using automated warm-up,
it can really hurt your mailboxes. or if
the warm-up pool has low reputation
mailboxes and domains, it can actually
do a lot of damage. All right, let's
briefly talk about all of the things
that could go wrong to prevent your
email from landing in the inbox and
instead landing in spam. There's a lot
of factors affecting deliverability and
we're going to go top to bottom from the
most common simple issues that's
probably affecting your deliverability
to some of the the more uncommon strange
things to expect. What are some of these
issues? Well, the first thing you're
going to want to do is check your domain
configuration. You're going to use a
tool like MX Toolbox or Easydmark to do
a domain scan and look at your DNS
records. This is one of the most common
issues that is easy to fix. If your
emails are going to spam, you're going
to make sure that your demark is valid,
your DKIM is there, your SPF record is
there, and if you don't have them, you
can use a tool like easy demark to
generate them really quickly and get
those fixed. If you do notice that this
is a problem, turn off all your cold
email campaigns. you're just going to
make the problem worse. Now, if this is
the issue, great. That's an easy fix. Go
and address that right away so that we
can start sending cold emails again and
move on. If this looks good, the next
thing you're going to want to do is a
blacklist check. So, one of the things
that email service providers look at
when an email is coming in is, is that
IP address or domain on a blacklist?
Now, if you followed my instructions and
you're using Google as your ESP to
generate mailboxes, you're using Google
IPs, you don't really have to worry so
much about IP blacklists, but I do want
you to worry about domain block
blacklists. So, you're going to check
your domain blacklist. And you can do
this on any deliverability tool like MX
Toolbox, Easydmark, the links are going
to be in the resources. Check if you're
on any domain blacklists. If you are,
they typically only last for about 30
days. You should stop all cold email
campaigns right away and just warm up
those mailboxes for 30 days. And you
should come off of that blacklist and
just make sure that you don't restart
the cold email campaigns until it's off.
And by the way, if this happens to your
primary domain, reach out to our team.
We might be able to get you off of a
blacklist faster. But usually, we're
talking about cold email here and all
you have to do is turn it off and wait.
I should also mention the way that you
end up on these blacklists is is
probably not what you think. I used to
think that you ended up on a blacklist
because you got flagged as spam too many
times. Well, the reality is getting
marked as spam decreases your reputation
quite a bit and can end you on a
blacklist. But all of these blacklists
are actually companies. And there's a
lot of these different companies that
you'll see if you do a blacklist check.
And these are companies and they
actually put like landmines out there
into the email space. These landmines
aren't actual humans. They're actually
spam traps. They're mailboxes that were
designed to catch bad cold emailers and
add them to these blacklists. So, if you
do end up on one of these, you should
have a good look at your data source and
where you're getting that information
from. But, like I said, this typically
lasts 30 days and IP address blacklist
you probably don't need to worry about
as much. If you're not on any blacklists
and your DNS records are sound and
you're using Google, so you're using
good IP addresses, then it probably is
going to come down to a couple of things
that are not as much in your control and
not as clear. These things are domain
age. Domain age, how long has it been
since you bought and started using that
domain? It's a really important factor,
especially for Microsoft. And the only
way to get around that is to use older
domains or wait a little bit longer
before sending cold emails. But no one
is going to tell you that your email got
rejected because your domain wasn't old
enough. That's information that is only
available on like their backends and
it's nothing that we can test and
there's no tool that's going to tell us
this is the problem. Unfortunately, the
other likely culprit is going to be the
copy, what you're actually sending in
that cold email. And this we do have
tools that are going to help assess
whether the copy is an issue. Some
common issues with copy that people make
are they're using too much code. So, if
you're doing open tracking, if you're
including links, if you're including
links that have low reputation
themselves, so maybe you're using a
brand new website that you just built
and you're sending people a link to that
website. That website doesn't have any
reputation. So, the ESPs are going to
see that and are going to be more likely
to reject it. There's also a long list
of words and phrases that we do not like
to use in cold email. Now, you're
learning here about a lot of tools that
you can use to check that copy to make
sure that it doesn't have any of those
words and phrases, but you need to make
sure of that before you send your cold
emails because if it does, that's
probably why you're landing in spam. One
other trick to get through with copy is
shorter copy tends to to get through a
little bit better. Remember, you don't
want to use unsubscribe links. You don't
want to use opt- out language. That's
going to negatively affect your
deliverability. And really, the only way
to tell if it's copy is to do a real
life deliverability test. Don't just
trust instantly. You need to go into a
tool like Glock Apps and see how that
actually delivers and then change the
copy and try it again. If it works, you
can pretty much be be certain that it
was the copy that caused it. The last
and final piece that I've mentioned a
few times is the reputation. Google,
Microsoft, they all attribute a
reputation to your mailboxes, to your
domains, and based on that reputation,
they decide what to do with incoming
mail. So the only thing that you can do
to increase that reputation is good warm
up. So attach all of those mailboxes in
instantly and warm them up. And if this
is your primary domain, you should be
doing the highest quality warm-up
possible. And that's through a tool like
wormy.io. Now there are some tools to
monitor reputation. Specifically in
Google Postmaster, you can monitor
domain reputation pretty accurately, but
most people likely don't connect all of
their cold email domains to a tool like
Postmaster. So, you're just going to
have to trust based on these
deliverability tests, okay? It's not my
copy, it's not my domain age, it's
probably my reputation. So, if
deliverability drops, the only thing
that you can do is increase your domain
and mailbox reputation by slowing down
the number of cold emails you're sending
and ramping up the number of warm-up
emails that you're sending. Now, the
reality is if you send bad cold emails,
you're not good at this. you're emailing
people that aren't a good fit for your
offer, that are going to be likely to
report you as spam because that's what
people do when they get an irrelevant
email, then you're going to have a hard
time managing your email reputation. So,
the better you get at cold email, the
better you get at hyperargeting the
right person to send emails to and using
copy that's not going to go to spam and
using copy that's not going to get
reported as spam and decrease your
reputation. The other thing that affects
your reputation in addition to getting
reported as spam are bounces. So, let's
talk about bounces for a second. If an
email bounces back, it's going to
negatively affect your reputation. And
there it can bounce back for a few
reasons. It's a ball, it goes, it hits a
wall, comes back. And there's a couple
things that can cause this. And it's not
just having an invalid email. It's a
common misconception. You can clean your
list in million verifier, get a whole
list of good emails, send the emails to
those good good email addresses that you
got and they could still end up
bouncing. Why does that happen? Well, it
just means that that email is being
rejected by the email service provider.
It's not even sending it to spam. It's
just bouncing it back. Now, a couple
innocent reasons that aren't going to
affect your reputation. Maybe that
person's mailbox is full. If that
happens, the reason behind the bounce
takes into account because remember this
person, say they're using Google as
their ESP. Google's the one who applies
that reputation. So if they bounce that
email back because the mailbox is full,
you're fine. But if they bounce that
email back because you used copy that
they've associated with a spammer or
because you're on certain blacklists,
those bounces do have an effect. So
important to remember here, email
bounces, it's not just because the
email's invalid. There's other reasons
that could cause an email to bounce.
However, one of the most common reasons
for an email bouncing back is email
validity. So, you might clean a list 3
months ago and have all the good emails,
put them into Instantly AI, and then 2
and 1/2 months go by and 20 of those
people have now changed jobs. So, those
emails that were valid are no longer bad
and you have no way of knowing that. All
of those emails are going to bounce back
and they're going to penalize you and
they're going to decrease your
reputation. That's why I don't typically
recommend pulling these huge batches of
email lists or buying email lists that
maybe were once valid but maybe aren't
now and putting them into your instantly
AI and then just letting it run. You
want to have recent up-to-date valid
emails. And if you the bigger you open
that time frame, 3 months to 6 months,
the more of a chance you're going to
have at those emails that were once good
no longer being good. That's also the
reason that you really want to avoid
sending emails to catch alls, riskies,
and unknowns unless you use a tool to
verify those catch-alls, riskies, and
unknowns and make sure that they're
good. So, those are all of the things
that could go wrong and cause an email
to go to spam. You're really going to
have to do these live deliverability
tests to try and diagnose and fix it.
And the more that you do them, the more
that you're going to understand, okay,
this is where I went wrong. This is how
I need to correct it. And the solution
to all of these things is essentially
the same. It's increase the warming,
decrease the number of cold emails that
you're doing, make sure that the
configuration is right, making sure the
copy is right, and waiting. And
typically within 4 to 8 weeks, the
domain will be recovered, the mailboxes
will be recovered, and you can start
sending cold emails again. And another
funny meme, I love these Anakin
Skywalker ones. I'm using cold email.
You're sure you're not going to spam,
right? You're sure you're not going to
spam, right? So many people make this
mistake. They launch their campaigns and
they're not getting any replies and they
think something's broken. They don't
know what to do about it and they just
get paralysis. Now, if you don't know
how to identify the problem in your cold
email machine, then it's going to be
really hard to fix it and make it work.
And it all starts with deliverability.
The first thing that you should do if
something's not working is do a
deliverability test and see what
happens. So, how do you know if your
emails are going to spam? After all, we
we don't track open rates. We always
leave that button unchecked because we
don't want to add any code that's going
to affect deliverability. So, if we
don't know the open rates, then how do
we know if an email is going to spam? It
used to be easy back when we could track
open rates. We would just say, oh, you
know, that one's below 40%. Chances are
it's in spam. Let's go investigate. Now,
we actually use reply rate as a proxy
for that. And we have tools like inbox
placement that makes it so easy for us.
So, I can't tell you how important it is
to activate this inside of your
instantly instance because this is the
real tell of whether or not your emails
are going to spam. A lot of people like
to live here in the health scores cuz I
can open up one of these mailboxes and I
can see, oh, you know what? It's all
green. None of these emails are going to
spam. Zero save from spam. But these are
just warm-up emails. They're not real
life results. That's way to really know
if a campaign is being affected and it's
going to spam. You need to be in the
inbox placement tests. This is the real
life deliverability. This is what you
can live and die on. Email health score
usually not accurate. Gold standard
inbox placement testing just to
reiterate. And now you can fully
automate the entire process. So it
happens every day without you having to
think about it. Now other important
thing to note here is the automations
that you can attach to these inbox
placement tests. And this is why this
instantly feature is so powerful. It's
not just knowing, it's actually doing
something about it. Because it's one
thing to find out that an email that
emails are going to spam. It's a whole
other thing to stop it in its tracks
before it gets worse and start the
implementation for fixing it, which
we're going to talk about in a second.
But this essentially breaks it down. It
monitors the inbox placement and then if
it goes below 50%, which is pretty sure
that emails are going to spam, then it
pauses the sending, pauses the cold
email sending and just warms up for 14
days. If they're added to any blacklist,
it pauses the sending for 14 days.
Honestly, this should be 30 days. I'm
going to change it right now and give
you new advice. Let's make these 30 days
because that's how long it typically
takes to get yourself off of a
blacklist. And then when email placement
goes back above 70%, it slow ramps those
accounts back into the campaign. So, it
doesn't go from 0 to 50 right away. It
goes 0 to 2 to 4 to 6 to 8 in a much
more humanlike behavior. I'm going to go
ahead and update that. Now, this won't
even matter for me because we're
inboxing almost 100%. Now, if you're not
using Instantly and you still want to
set up deliverability testing and do
inbox placement, then there's a couple
of alternatives and honorable mentions
that I want to throw in here. You can
get email guard and connect your
domains, connect your email accounts,
and you can actually set up inbox
placement right here inside of email
guard. And they're pretty good placement
tests. uh it's probably the cheapest
alternative if you want to do a lot of
placement tests. And here's what the
results look like. They're just okay. It
doesn't give us too much information
here. The one that I really want to show
you is the one that I use when I'm
consulting people on email
deliverability and that is Glock apps.
Okay, so now we're inside of Glock apps
and it actually gives you two free spam
tests per month on their free plan. So
you can actually log in and do this
right now and it's the highest quality
inbox placement test that I've seen yet.
Now, Warm Me is pretty good. I can
actually go into the results pretty
in-depth. So, I can click into each of
these and see specifically what's
happening. I can see IP blacklists. But,
let's go and do one real life in Glock
apps and actually evaluate the results.
So, I'm going to start a spam test.
Let's do a manual test.
Uh, I only want to send to North
America. I don't really care about the
other ones. We're going to go ahead and
create. Now, you'll see that it gives me
an ID and a giant list of mailboxes. So,
this is the mailbox that I'm going to be
sending to. So, let's go ahead and send
this email. I'm going to do it from my
primary mailbox. So, let's go ahead and
initiate that new message here. We're
going to copy all of these mailboxes
for the two.
And then I want this ID string. This is
what it's going to read when it does the
test. Subject line test cold email
services ID string. Cool. And it's got
my signature in there. there. So, we're
going to go ahead and send to those
mailboxes. Now, there's probably like a
15-second delay, so it's not going to
show up right away, but let's go ahead
and view the report. It's going to take
a while to start populating. As you can
see, 100% missing, and then it's going
to start showing me some results. Now,
this is really important, interpreting
these test results because a lot of
people will look at this and be like,
you know, I still don't know what's
wrong. Some of this stuff is more
important than other stuff, and it's
important to know what's what. Now, as
this processes, I actually did this on
purpose. So, I wanted to show you
something. So, as you can see, 44% in
spam, inbox, 51%. If it was all perfect,
I wouldn't be really be able to teach
you. So, I kind of kneecap myself on
purpose. First thing is you want to look
at the IP analytics. This is kind of
bringing it all home, right? Cuz we were
just talking about servers and IPs.
Right now, I'm sending from Google.
These are all Google IP addresses. If
any of these are on a block list, that's
Google's responsibility. And I'm
actually not too concerned with any of
these IPs being on a block list because
chances are it's just going to be
switched out and actually doesn't carry
very much weight. If either of these
things are incorrect, then you probably
have an infrastructure problem. Let's
talk about domain block lists. These are
actually a lot more important. And if
you're on a domain block list,
especially some of the main ones, you're
going to have issues. So, one of one
really quick thing that you can do to
check if you're on a domain block list,
go to MX Toolbox. They've got a lot of
really good tools for quickly checking
email deliverability. So, let's go to
blacklist and I'm going to type in my
main domain lead genenj.com and it's
going to blacklist check across all of
the major email blacklists. Now, some of
these are worse than others. So, even if
you're on some of these block lists, it
doesn't mean that you're going to end up
in spam, but some of them like spamhos
or serbble can actually really really
hurt you. Sorbs is another big one. So,
if you're on any of these block lists,
it's probably the cause for you going to
spam. There's a lot of other stuff that
you can do here in MX Toolbox as well.
But let's go back to the report. I'm not
on any domain block lists. Awesome. This
is going to check my DKIM and my demark
record. We talked about that earlier.
This is kind of what I did to myself and
why the emails are going to spam. This
is why these deliverability tests are so
important because you really need to
figure out why you're going to spam.
What's going on? And if I was just
looking at the deliverability test here,
I really wouldn't know. I don't get any
insights into, you know, why it didn't
go through to Google. Whereas in this, I
get a lot of insights. There's a lot of
things that could be going wrong. So,
what happened here? The reason that I
went mostly to spam for Google is Google
detected spam in the keywords. I said
cold email service and that's all I
said. So, Google actually marked that
their ESP read the incoming email and
marked it as spam and this told me that.
So, that's one really important thing to
look at, especially if you're testing
copy. do it here. This is one of the
best places to do it. And then Spam
Assassin. So, what is this? Well, you'll
actually get access to these results
directly in instantly if you want. You
can come into campaigns, launch one of
your campaigns, open up one of the
emails, and then you can click on
preview. And now I can actually check
the deliverability score. And this is
mostly just using Spam Assassin. So, as
you can see, the data that you see here
with all these pluses and minuses, it's
just checking that different elements of
the email are correct. And this is
really important data, but it does not
tell you if the email is going to place
in the inbox or not. It's just one
factor of many of these factors. Now,
obviously, you want a good spam assassin
score. And if you've got an issue here,
it's probably either technical
infrastructure or you're doing something
in the content of your email that they
don't like. So, now let's actually open
up these deliverability placements and
see what happens. Now, what you notice
here is just Google went all to spam.
Everything else was 100%. And the reason
for that is Google said the copy was
spam. It read the copy. Everything else
was perfect. No blacklists other than
that IP blacklist, which I'm not really
concerned about. And if I come in here,
I'll see Google, same thing. Spam and
Outlook, some of this spam as well. Now,
what does that mean? How can I interpret
that? Well, it's likely the same thing
as Google. Now, we don't have spam
filter data on Microsoft here, but it's
very likely that it was the copy that
sent those emails to spam. So, if you're
in spam and you really want to figure
out why and what happened, this is how
you figure out why. You do a real life
deliverability test and you can figure
out is it your copy and content? Are you
on some sort of blacklist? Do you have a
really low reputation somewhere? All
these are really important factors. Now,
Glock apps does give you some action
steps as well. Uh, it's, you know, AI
generated, so it's not that helpful. The
truth is once you know the cause of it,
the solutions are typically pretty easy.
Here we can see the cause is the content
of that email. So what do we do? We
change the content of the email and the
problem resolves itself. Now say this
wasn't spam and everything else looked
pretty good. You're on a couple IP block
lists uh and you're on a couple domain
block lists. What do you do? How would
you fix a situation like that? So just
kind of catching up and reiterating
here. Interpreting the inbox placement
tests. Domain blacklists are bad. Some
are worse than others. Now, if you're on
a domain block list that you haven't
heard about yet or that I didn't
mention, go ahead and put in an AI and
check how bad it is. But chances are, if
you're on a domain block list and you're
ending up in spam, that's probably the
cause. IP blacklists are usually normal,
especially if you're using something
like Google or Microsoft. They have so
many IP addresses and they're in charge
of making sure that your IPs are clean.
So, if you're using one of those
services, I wouldn't be too concerned
about it unless you're on a ton of them.
However, if you're using one of the SMTP
services like an inframail and you're on
an IP blacklist, that could spell
doomsday for you. It's also really
important to dig in to where you're
delivering to. So, we were just in this
tool and I came into US business. Say
I'm saying sending B2B cold emails and
I'm inboxing 100% to Google and to
Microsoft. But let's say you're inboxing
0% to Zoho and Proton Mail and you get
your inbox placement test results and
you maybe you didn't dig in here yet and
you see 20% spam. Is that really bad? Is
that a huge issue? Not really. That's
maybe 5% of the people you're going to
be emailing. So, I wouldn't change
anything. I wouldn't be too concerned
with that. However, if you're inboxing
100% everywhere else, but 0% on Google
like this, this is that's a huge issue.
So even if you're seeing 80% inbox
placement and 20% spam, if that 20% is
Google Workspace, you're in big trouble
and you need to go and fix that. So
that's why it's really important to dig
into these reports cuz the nuance
matters a lot. And if a test is normal,
you're not on any blacklists. It's
probably your copy. Okay, so how do you
fix it? Your emails are going to spam.
Maybe you're on a block list and you
need to get off that blacklist and get
your emails going to the inbox again. No
matter what the cause is, as long as
it's not your copy, the treatment for
this problem is the same. You're going
to remove the mailboxes from the cold
email campaigns for 2 to 4 weeks,
usually 4 weeks, because that's how long
it can take to get off of a block list.
By the way, you're going to do this with
every mailbox that's set up on the
domain that's ending up in spam. Remove
that whole domain from your cold email
campaigns, and you're going to warm all
of those mailboxes up exclusively. No
cold emails, just warming. I would then
tag them so you can quickly find them in
your warm-up pool. Go ahead and select
them, add a tag. You can say warming and
your start date so that you can come in
and quickly check the health score and
how those deliverability tests are
performing. And if it's still bad, you
keep waiting. And if it's been 60 days
and you've tried changing the copy,
you're still on the block list. It might
just be worth leaving them there to to
try and heal, but replacing them. Now,
we talked about how Instantly fully
automates this with their inbox
placement tool. It is absolute gold. All
right. Now, because of how important
this inbox placement setup is, I'm going
to walk through it step by step. I'm
going to come into an Instantly AI
account. I'm going to do this in my
personal workspace. We're going to set
up an inbox placement test from scratch.
If this isn't activated and you don't
see it like this, there should be an
option to activate it. I think it's $97
per month. Worth every penny if you're
doing cold email at scale. I'm going to
go ahead and click add new. I'm going to
do cold email masterclass test
automation. Continue. We're going to do
automated. I'm going to do North America
and Europe because I do reach out to
clients all over the place. We're going
to check across all of these filters,
the Google, the Microsoft spam filter.
By the actually didn't know that that
Wormy does not check against the
Microsoft spam filter and instantly
does. Just one more reason that
instantly is the best. Accounts to use.
I'm just going to say Google. That's
going to pull in most of my accounts.
Campaign to use. This is going to test
the actual copy of my campaign. So, what
good is it if I'm doing a placement test
and it's not using the actual copy that
I'm concerned about? So, I love that I
can actually choose the campaign. It
makes the copy part of the test much
easier. I can choose the variant. So,
I've got all of these different
variants. I'll go ahead and just pick
the default one. Hit view copy just to
see what it's going to look like. That
looks cool. I got to update my YouTube
subscribers on my signature. We're
higher now. Let's see if we can get me
to 100K. Deliverability optimization.
I'm going to go ahead and check that.
I'm going to go ahead and test kind of
every day run immediately and follow the
schedule. So, this is going to do one
right away. Delivery mode one by one and
then I can set up the automations here.
So, I'm going to go ahead and and do
these with you. So, if inbox placement
goes below, let's say 70%. Say you
really care about deliverability, you
can set this as high as 70. If you want
to keep sending cold emails, even if
half of them are going to spam, you
know, you can do 50. I would honestly
keep it up around 80 because if it's
below 80, something's wrong and you
should go look at it. Then you want to
pause sending campaign emails for 30
days with that mailbox. I'm going to add
or remove tags. So if inbox placement
goes below, let's say 80. I just want to
take more actions here. Add tags to add.
Let's say spam warm up. And I don't have
that tag. So let's go ahead and add it.
I'm going to come into my settings and
add this that specific tag that I want
to use. Custom tags. create new spam
warm-up emails.
Going to spam mailbox
warming up just so I can quickly find
the mailboxes that are having problems.
And I'm going to create a new one, too.
Spam recovered. And that'll be the tag
if it's performing well again. So, if it
goes below 80%. Let's see if I can now
add the tags. I may have to refresh. Now
if inbox placement goes above
80%.
Then we are going to enable slow ramp
for campaign. This is going to slowly
start sending cold emails again. Now we
also want to monitor blacklists. Now I
can either enable these or not. And I
mentioned earlier that some blacklists
don't affect deliverability. So I'm
actually not going to create automations
with these. And I'm just going to leave
it up to my deliverability automations
here. I'm going to go ahead and launch
this test and it's going going to start
running here. Now, the test is live and
it's going to work automated every
single day with the emails that are
tagged with Google. I just want to add
some quick notes and honorable mentions
here. If you're having deliverability
issues with your primary domain or
primary mailbox, I would definitely
think about connecting it to something
like wmy.io. Now, if you want to keep
your inbox clean and you don't want to
get the warm-up emails continuously
bombarding you, then there's a couple
solutions for that. You can either
filter them out. So, this is a a primary
mailbox. This is actually one of our
Google mailboxes and it's unmonitored.
There's nobody actually using it. When I
come in here, it teaches me how to
filter out warm-up emails. Now, the
problem with this is the ESPs aren't
stupid. If it sees you filtering and
archiving all of your warm-up emails,
then they don't really count. So, what I
would recommend that you do is set up an
unmonitored mailbox that nobody's
actually using under this same domain
and use it only as a warm-up tool for
that domain. Another hack that most
people don't know about is that you can
warm your CRM mailbox, even if you're
using something like GoHigh Leo. Let's
go ahead and open up my GHL and kind of
show you how to do that. Here's my GHL.
I'm going to come into email services.
And by the way, guys, if you are not on
GHL, you need to be go to
leadgenj.com/gh.
So now this is my email services and I'm
using their lead connector as most
people usually are. I'm going to come
into dedicated domain and IP. Now you'll
notice that I actually purchased my own
dedicated IP address inside of GHL. Now
I'm in charge of that IP address
reputation. This is a good thing as long
as I'm not sending cold emails, as long
as people are not reporting me as spam.
Now, this is where it gets expert status
and you can actually sell this service
probably for a lot of money. So, this is
my primary domain inside of GHL. As you
can see, they've got their own warm-up
that they just launched, but I want to
do my own cuz I don't know if I trust
theirs yet. So, I'm going to click these
three dots and go to SMTP settings. SMTP
is a way to send emails kind of remotely
like through an API call through your
mailbox. So what you're going to do is
set up an SMTP credential and this is
what you're going to use to link to
Wormy. So create a new SMTP user. If
it's not working for you, you may have
to contact their support and they enable
it. But you're just going to enter a
unique name. I would use the same name
that you're normally sending from from
your CRM. I usually use Jmail. junj.com.
So you could set up mail and then set an
SMTP password. Then you're also going to
note your SMTP server here and then the
ports. So once it's set up and you have
your username, you have your host and
you have your port, you can go ahead and
come into warmmy. Actually won't let me
connect another one. So let's kind of do
it in instantly. So SMTP, just so you
know, can is the sending protocol for an
email. It's not the receiving. So this
can only send emails. It can't receive
emails. That's IMAP. So, if I was to
install this in Mori, which I can't
unless I pay for another mailbox, you'll
want to set this up as a custom SMTP
user. So, let's go ahead and like add a
new mailbox here. Let's see if it lets
me do it in instantly. I'm going to any
provider, IMAP, SMTP, any provider,
single account. I'm not sure it'll let
me because I don't have IMAP enabled and
instantly probably wants IMAP. You know
what? If you're interested in learning
how to do the GHL email setup, I
actually have a video on YouTube, Fix
Your Go High Level Email Deliverability.
It walks you through step by step how to
connect your GHL SMTP user to warm me.
And the last thing that I want to show
you for deliverability is something else
that we can see here in GHL and that is
postmaster. So Google has a postmaster,
Microsoft has an equivalent and this is
really how Google and Microsoft track
what happens with their emails. I can
come in to this specific domain that's
connected in Postmaster and I can see
the domain reputation, how many people
are reporting me as spam. All of that is
coming directly from Google. So, one of
the things that a lot of people aren't
sure about because it can be tough to
know if somebody's reporting you as
spam. Instantly doesn't tell you. Almost
nobody tells you. What does tell you is
Google Postmaster. So, you should
absolutely do this with all of your
primary domains and subdomains. So,
mail.lejenj.com leadenj.com is the
subdomain I'm using on GHL. Legenj.com
is my primary domain. So, it's really
important for me to know if people are
reporting me as spam. Now, this will
only tell me about Google users, not
Microsoft users, but most people are on
Google, so it's a pretty good rate. I
can bring this out to the last 90 days
and see what's going on inside of my
Google account. This is really bad.
Something happened on May 25th and 1.5%
of people reported me as spam. It was
likely an email blast that went out or
an automation that triggered. And this
is really the only place to get this
data. What is Google seeing? What is the
data that they have that they're using
to decide if my mailbox and my domain
have a high enough reputation? And
mostly when did the occasion occur? And
it monitors entire domains, not just
mailboxes. So you can theoretically do
this with all of your cold email domains
and put them all inside of Postmaster.
It tells you a lot of other stuff, too,
like IP reputation, which Google kind of
manages, so I'm not sure kind of what
they do here. It's usually high. Domain
reputation, what's going on with my
domain? How does Google read that
domain? Delivery errors, authentication.
I'm not going to go through each one,
but it is important to add your domains
here. Now, you don't have to do this
with all of your cold email domains. God
knows I don't, but it's definitely a
good practice, especially for any
primary domains that are actually
important to you. And if you know how to
add DNS records, and now you do, you'll
be able to add your domains really
quickly. So, let's say I wanted to do
cloud.legenj.com,
it's just going to give me uh a DNS
record to verify, I guess. Be sorry,
because the primary is verified. That
one verified right away. But let's say I
wanted to add otterpr.com to this
Postmaster account. We have our own
fortr obviously, but this is what it's
going to tell you to do. Add this txt
record. And if you're having trouble,
add a CNAME record. and then it's going
to verify that you own the domain and
start giving you the data here.
Definitely a good practice that I highly
highly recommend. Now, just to recap, if
emails are going to spam, the first
thing you want to do is check the
technical setup of that domain and
mailbox. And best way to do that, you
can go to easydedmark.com,
do a quick domain scan, you can go to MX
Toolbox if you prefer. So, come into
demark, do a quick domain scan, just see
if your records are set up correctly,
even if it says risk assessment medium.
It always does that if it doesn't like
the way your demark is configured. So
what it wants is P equals reject. This
is just fine. Everything else is valid.
Cool. Your technical infrastructure is
good. Now you can move on to a real life
deliverability test using Glock apps.
And I already taught you how to read
these deliverability tests. Make sure
that you're using the actual email copy
that's going to spam. And that way it's
going to tell you whether it's
triggering any of those spam filters.
You can also quickly check your
reputation. You can check for
blacklists. So, I can come to lead
genenj.com inside of easyd demark or mx
toolbox, see if I'm on any blacklists.
I'll check if my domain's listed
anywhere. And if everything comes up
clean on blacklists and technical setup,
then make sure to do one of these
deliverability tests to see if it's your
copy that's triggering it. Now, when we
get to the copywriting phase, I'm going
to show you how to spam check your
content to make sure that you're not
triggering any of these spam detectors
here. All right, guys. I know that was a
lot. Thank you for sticking with me
through deliverability. Now, if you're
watching that and you're like, you know,
hell yeah, I love this stuff. Launch a
deliverability agency or consultancy.
There's a ton of people looking for help
that they're stuck in spam. They want to
fix their email deliverability and there
is nobody that's good at this stuff
that's able to solve their problems. So,
if you're still thinking of an offer
idea, use that. If you really want to go
allin on this, let me know. Join my
coaching program. inside of that
coaching program. We've got
deliverability coaches, we've got tools,
and we'll show you how to launch an
agency just like that. All right. If
your lead generation's not working and
you've already checked your technical
setup and emails or inboxing, and you're
pretty sure that your offer and your
copy are solid, then it's always because
of this one overlooked problem. And the
worst part is that this skill is the one
that everybody thinks they have dialed
in. So, even though this sounds easy,
it's actually the most complex part of a
cold email buildout. Believe me, I know
I'm talking about your lead list. In
this video, you'll actually become a
list building ninja by learning who is
the right person to reach out to, how to
find their correct contact information,
and then how to reach them at the
perfect time. All right, this is
building your lead list. Let's dig in.
First, it's really important to remember
these facts because everything relates
to this. Your cold email leads do not
know you. They definitely don't trust
you. They're not looking for your
solution. So even if I'm a good fit for
your software solution that helps with
lead genen, I'm probably using a
competitor. I don't have your pain point
right now. So what you're really doing
is taking targeted guesses that that
person has that painoint. And usually
you're wrong and that's okay. So you are
guessing that they need your solution at
that time. And they might not be in pain
now. Maybe I don't need your lead genen
solution right this second, but I might
need it in a month. I might need it in 6
months. or I might not be happy with my
current solution and maybe I never
thought of changing but now you give
given me a reason to all these are
important factors when you're building a
lead list and trying to figure out okay
who do I present this offer in front of
all right so the golden question here is
who should you be reaching out to and
this is actually pretty easy if you have
an existing business you're already
doing sales you have a customer profile
you already know who's interested
because they've taken out their credit
card and proven that they're willing to
pay for something so what you should do
is grab your customer list, export it
from your CRM, make sure that it's
enriched and segmented and you have
their company and their industry and
their job title, all of those variables
that I have here. Honestly, whatever
information you have on them works and
helps. You could then plug that into AI
to come up with your solution. And I'm
going to show you how to do that in just
a second. Now, if you don't have a
business, you don't have sales, or you
don't have data that you can really use
to build a customer profile with, and if
you're building it for the first time,
then what you should do is write a
detailed description of your offer. You
need to be really clear on who you help,
how you help them, and the specific
mechanism that you use to do it. Write
that all out. I'm can't help you with
that because I don't know what you do
and who you sell to, but all that stuff
needs to be in there so that you can
plug this next prompt into chat GPT and
help you start building your list. Now,
once the AI gives you the output, you're
going to launch a campaign targeting all
of the recommendations. There should be
multiple. There's usually not a specific
segment that's the best fit for your
offer. In fact, if you don't have really
detailed data about your past sales,
about your clientele, then you shouldn't
just pick a single segment. Instead, you
should test five to 10 when you first
launch. So, as I mentioned earlier, cold
email is one of the best tools on earth
for testing. So, if you don't know who
your target audience is, this is a great
way to find out really quickly, but it
all starts with these targeted guesses.
Now, you might not see it here. It's
kind of small on this picture, but this
is the prompt that you're going to use.
And you're just going to go into chat
GPT, or you can use Claude or Grock or
whatever you prefer, and you're going to
type in that prompt, and you're going to
input information about your offer. So,
I am a PR agency, and I target
ecommerce brands. Obviously, that's not
very detailed, but that prompt is going
to start by giving you a result. It's
going to ask clarifying questions so
that it can learn more about your offer,
and then it's going to give you specific
recommendations for who to target. And
this prompt, as well as all of the other
ones, are going to be in the resources
that you can get simply by joining my
free school community. All right. Now,
this is really important to know so that
you actually get replies. You might be
targeting the right industries, the
right companies, but not the right
people at those companies. or you might
not be targeting the correct size of
company. There's all these variables
that affect whether or not that person
is going to open and reply to your email
or if they're even going to be a good
fit. So, who responds to cold emails?
Well, there's a couple general rules
that you need to think about and follow.
In general, people who get less
marketing emails tend to respond more.
We call these blue oceans. So, who gets
a lot of cold emails? This is probably a
better way to think about it. Who do you
think gets a lot of cold emails?
marketing agency owners, doctors,
basically anyone that you can think of
that people assume has a lot of money
and resources. They are easy targets.
And if they're easy to find, they
probably get more marketing emails. So,
how do you know if somebody is easy to
find? If you go on to Apollo, which is
kind of the primary B2B database that
we're going to be using here. By the
way, if you want a massive discount on
Apollo, make sure that you check out my
software vault. So, if I can come into
Apollo and quickly identify who my
perfect avatar is and find them and get
their email address, then they're easy
to find and they're probably getting a
lot of marketing emails, especially if
they're in an easy target category, like
marketing agency owners or law firms or
doctors. They're all really easy targets
that get a lot of cold emails. Doesn't
mean you can't reach them. And it's
still better to email people who have
money but get a lot of cold emails than
emailing someone that can't afford your
services. So, who else responds to cold
emails? Decision makers actually respond
a lot more than people down the totem
pole. And this is a really common
mistake that people mess up. They think,
"Okay, I want to sell to big companies.
So, if I just email their HR director or
if I just email a technical developer at
that company, then they're going to
reply to my email and then I'm going to
be able to sell them that thing." Wrong.
That's actually the wrong way to think
about it. If you go down the totem pole,
those people are more resistant to
change. They don't want to push
something up the totem pole and go to
the people who can actually make buying
decisions. You need to email the person
in charge of making those decisions that
wants the change because they want
improvement. They want a new solution.
The HR director at a big company doesn't
want your HR software because they
already have a software that they're
used to using. You're just creating more
work for that person. So, in general, go
for seuite. Who else responds to cold
emails? Younger businesses. So, people
who haven't been in business for very
long. They don't have established
solutions. They don't have vendors and
softwares that they are loyal to, have
been working with for a long time.
Because once companies do, they're less
likely to change. And the longer
someone's been in business, the chances
are that they've found solutions that
work for them and they've been widely
adopted across their company. So you can
see when a business has been founded and
use that as a variable to actually get
way more replies to your cold emails.
And same principle here, new enrolls. So
maybe you have a marketing solution and
you want to reach out to CMOs to try and
push that through and implement your new
solution or software to the company.
Well, a CMO that's been there for 10
years, again, they've probably got their
vendors, they've got their software
stack, and they are rigid. They are not
changing. However, if someone was newly
hired as a CMO at a company, they were
brought in to drive change. And that
person is way more likely to implement a
new solution or software or platform and
solve the problems with your solutions.
And these are all variables that we can
use when we're building lead lists, when
we're filtering. And without signing up
for Apollo, if you want to just go and
check like what filters are available to
you, head to LinkedIn and go to sales
navigator. And by the way guys, if you
don't already have SalesNavigator, that
is something that I offer as well at a
massive discount. If you go to lead
genenj.com offers LinkedIn SalesNav, you
can actually save 75% through our
enterprise plans. So just something to
note there. But let's go back into sales
navigator and now we're going to see
what filters are available to us. So
what we're going to do is we're going to
click lead filters and then this is
going to open all of the different
filters that we can actually access. Now
granted, this is LinkedIn. This is not
Apollo. We can't just scrape emails from
here. But what you're going to notice is
a lot of these are reflected here cuz
this is essentially where most of this
data comes from. It's LinkedIn. So if
you want to play around in here and see
if people are in fact a good fit, this
is a great place to kind of test your
filters and see what kind of leads you
get because all their information is
displayed right here. And we'll do some
live filter building in just a little
bit. And kind of the last point here,
ignored industries, manufacturing,
farming. Most people don't email
companies from these industries. And if
again follows that principle, if they
get less marketing emails, they're more
likely to reply. So if you want to try
and find those blue oceans, think about
what industries aren't really
susceptible to marketing emails. And how
can you frame your offer to help those
industries and if they have money,
you're going to be much more successful
in your campaigns. And just continuing
on that point, if we talked about who
responds more, let's talk about who
responds less. We already kind of talked
about these mid-levels, the HR, the
developers, the technical roles. And by
the way, even if you can get them to
respond, you're like, "Jay, you know
what? I've got a campaign to staffing
coordinators that's just crushing."
Maybe it is, but how are the sales on on
those responses? Because they don't
really have the capabilities of making
decisions, and they're much less likely
to implement change, pushing it up the
flag pole than going directly to a
decision maker and having it go down. So
overall, the advice is going to be avoid
the mid- levels. General rule, as
companies get bigger, response rates get
lower. As companies get bigger, the age
of that company also tends to go up and
they seem to be more landlocked in their
solutions. They've got vendors, they've
got software companies, their decision
makers are much busier and they're going
to be less likely to respond. That
doesn't mean that you shouldn't email
bigger companies. What it means is you
should adjust your expectations. So, if
you're expecting a reply rate of 1%
positive replies, if you're emailing
companies 500 employees or bigger, you
might be trying to get one out of a
thousand to actually give you a positive
response. We already talked about this,
but heavy hit industries. Think about
anyone who you assume has money. They're
probably heavy hit, especially if
they're easy to find on Apollo and
LinkedIn. And then there's certain
signals. We're going to talk extensively
about signals in just a little bit, but
certain signals and lists are just
abused. one in particular, recently
funded. So, companies who recently got
funding for their their business. Those
guys get slammed with cold emails for
obvious reasons. They just got a whole
bunch of money and everyone wants to go
try and sell them their thing. And it's
a good strategy. It really is. The trick
with that is to be first. And again,
adjust your expectations because if that
list is getting slammed, then all you
are is a stack in a pile. And then you
really have to stand out, which we're
going to show you how to do in the
copywriting phase. All right. fun little
graphic representation there. The
inverse relationship between how much
money your prospect has and what their
chance of replying is. And it's just
something a way to kind of gauge your
expectations. This is why guaranteeing
any sort of reply rates for cold email
campaigns is really tough without
knowing who I'm contacting. The more
money that lead has, the less likely
they are to reply. And the less money
that lead has, the more likely they are
to reply because they need help and
they've got time. So what is the
solution here? Adjust expectations. Try
and get creative to try and find those
blue oceans, the people with money that
are likely to reply. And then really the
goal is to find a balance. This is
actually one of my ads. Uh that's AI
generated. Got to love AI. Just me
falling. Uh but where to find your
leads? So how to actually build your
lead list? Where are they located? Well,
we already talked about a couple places
which is LinkedIn, Apollo, and generally
these are considered the same since
Apollo and most B2B databases are
essentially scraping LinkedIn on a daily
basis. But what if your leads aren't on
LinkedIn? What if you're targeting
construction companies and they don't
tend to have companies listed on
LinkedIn? They might not have a LinkedIn
profile at all. What if you're targeting
restaurant owners and those restaurants
also probably aren't on LinkedIn? It's
not a professional network. It's not
B2B, so they have no reason to be there.
Or what if you're targeting influencers?
You want to sell content creators
something. How are you going to find
them on LinkedIn? They're probably not
writing content creator in their bio.
They're going to put their professional
job title and industry, and it's
probably not going to be the parameters
that you want to use to target them. So,
now I'm going to be talking about all
these different situations, what
databases to use, what tools to use, and
how to decide where the best place to
find your perfect lead is. So, with that
being said, here are all the places
where your leads could be living. B2B
contact databases such as Apollo.
There's some other names probably worth
mentioning here, such as Zoom Info,
Seamless.ai.
There's a few big players in this game.
The reason that we use Apollo is going
to be apparent very soon. It's also the
best balance of affordability and data
accuracy. If you just wanted the best
for data accuracy, you would use Zoom
Info. But Zoom Info is unruly expensive.
Let's actually ask Chat PT how much Zoom
Info costs. How much does Zoom Info cost
per year? And by the way, Zoom Info, I
think only does annual plans. They put
you on an annual contract and it's about
15,000 per year for 5,000 bulk credits.
That's almost nothing. That's
disgustingly low. Their mid tier is
25,000 a year. And you can't just do
mass exports like I'm going to show you
how to do, which is really what you need
to do for cold email. Now, for cold
email, you work with a lot of data. It's
a numbers game. This isn't individuals
sitting down and doing onetoone
outreach. If you've got a big company
and a big team of SDRs, sales
development representatives that are
doing prospecting, then maybe it's worth
it to pay that 25,000 a year to get the
best possible data in Zoom Info. But for
cold outreach, you want to be using
something that allows you to export tens
of thousands of leads all at one time.
Push them into a cold email campaign and
automate the outreach. So there's B2B
contact databases. We just mentioned a
couple. Some are really cheap and
they're going to be enticing for you. So
I'm on AppSumo right now. And you see
here, Lead Rocks. This is a really
enticing offer, right? You get unlimited
lifetime usage. You pay $800 one time
and you get access to all of this data.
Don't fall for any of these cheap cheap
lead databases because the fastest thing
to kill your campaign is emailing the
wrong people or having a bunch of
bounced data. If a cheap database
doesn't keep their data up to-date and
clean, then you're going to end up
emailing the wrong person and they're
going to end up reporting you as spam
and then it's going to kill your entire
campaign. Remember, this is hard enough
as it is without you trying to cut
corners and save money and using tools
that are just going to handicap you. So,
I'm going to show you the cheapest
possible way to get you 99% of the way
there. The same way that I do it is what
I'm going to show you what to do and
save as much money as possible without
crippling your campaigns. So, B2B
contact databases. There you go. We're
going to use Apollo. The other option
that you have is LinkedIn scraping. So,
I already mentioned that B2B contact
databases are generally scraping
LinkedIn. However, it's not every day.
So, another option is actually just
using a LinkedIn scraper and then you're
typically getting the most accurate
data. It's a little bit tougher to do in
bulk. I'll show you some of the best
tools to get that done. Google Map
scraping. So, we talked about finding
restaurant owners as an example. This is
where you typically finding mom and pop
stores that are listed on Google Maps,
especially if you sell in a geographical
region. This is a really powerful way to
build a lead list. There's other list
scraping. So maybe you need to scrape
social media or you need to use AI
scrapers. I'm going to show you some of
those too and some use cases for them.
So when you're trying to figure out
where to find your leads, where to get
your list, the first question you need
to ask yourself is, is your ICP usually
on LinkedIn or not usually? And I just
gave you some examples. the bluecollar
owner who maybe runs a plumbing
business, the restaurant owner. These
people are probably not on LinkedIn and
they probably don't have like their
industry and their company on LinkedIn,
which they really need to have in order
to be listed in here in Apollo. This is
a good way to test whether or not your
ICP is going to be on LinkedIn. So, if
you go to my LinkedIn profile, for
example, obviously I'm a marketing
agency owner, so it's going to be really
easy to tell what I do. You'll see Otter
Public Relations here. Otter Public
Relations actually has their own
LinkedIn page. So, I can go to Otter
Public Relations LinkedIn page and
they've got employees listed here. We've
got all of our staff and this is a
prerequisite if you want to find your
leads in a B2B database such as Apollo
or on LinkedIn. So, even if I was a
restaurant owner and maybe I'm on
LinkedIn and maybe I have it in my bio,
but I don't have a company profile for
that restaurant, then chances are it's
not going to show up on a LinkedIn
scraper or Apollo and you're going to
have to use a Google map scraper.
However, if your ICP is on LinkedIn,
most are, especially if you sell B2B,
good chance that you're selling to
somebody who's accessible on something
like Apollo and you're going to reach
for a B2B database like this. Now, I
mentioned here again, if you're looking
at data quality, Zoom Info is better
than Apollo, better than Seamless, but
you want the ability to export in bulk.
And for that, Apollo is the best balance
there. And then, if you decide that you
do want to use LinkedIn scraping for
whatever reason, then there is a really
good affordable way to do it. The tool
that you're going to use to scrape
LinkedIn is called ICPS. And if you're
interested in using this, you can go to
my software vault and get a discount on
ICPS here. Again, that's all linked down
below. Couple reasons that this is so
powerful, and you can see it's actually
something I use. I've got a ton of
credits. You can scrape 10,000 per day
all at the same time. So, other LinkedIn
scrapers are really going to limit you
or make you sit there in LinkedIn and
keep clicking buttons. This does it all
on autopilot. But the best part, and the
reason that I actually recommend it,
again, this is not sponsored, super
affordable, and every email they give
you is validated. So, you don't have to
do any email validation after you've
gotten the leads from ICPS. If you're
interested in learning exactly how to
use it, I've got a video here, the easy
LinkedIn method gets you leads on
autopilot that will walk you through
step by step how I scrape LinkedIn. Now,
I've already mentioned several times
that for cold email, you need to be able
to have bulk data. You need to export
thousands and thousands of leads so that
you can upload them into your cold email
campaigns and start sending emails on
autopilot. And platforms like Zoom Info
don't let you do that. Apollo does let
you do that. However, it can be really
expensive and you're going to need an
enterprise plan. But one of the best
things about Apollo is that it's
scrapable. So, what you can actually do
is sign up for a free Apollo plan. You
can sign up for free, make an account,
and you can use the link in my software
vault to get a discount on Apollo as
well, but you'll sign up for that free
account in Apollo. Then, you're going to
set up your lead filters. I'm going to
walk you through step by step how to do
that, but just know that you're going to
use these filters on the left, and
you're going to get a URL here up at the
top. That URL has those filters built
in. The next thing that you're going to
do is come to a site called
trustedleads.io.
These guys are going to scrape that list
for you. So, you can just input that
list here. You can even scrape multiple
lists, verify the leads, but I'm going
to go ahead and just put that link here
in the Apollo URL to scrape and they
will scrape 10,000 leads for $50.
unbelievably affordable way to get bulk
leads exported from Apollo, scraped
fresh, verified, without having to pay a
subscription fee or pay the large Apollo
fees. Now, the limitation with this is
that you can't save lists. So, if you
have an Apollo account, you can save all
of your exports to a list so that next
time you go and export more leads, you
can exclude that list. Here's what I
mean. When I'm building a list using the
filters here on the left, all of these
are different lists that I've already
built. Now, I can include, but I can
also, what's really useful is exclude
lists. So, if I'm scraping, for example,
all of the marketing business owners in
America, there's going to be millions of
people. I probably don't want to export
them all at once. I want to do it in
pieces. So, if I want to do that, I'll
add the ones that I export to a list so
that when I go to scrape more of them, I
can exclude that list so I'm not getting
duplicates. So therefore, if you do want
to use this trusted leads strategy,
instead of using list exclusions, you
should keep track of a parameter like
city or state or country or something
else that you can control here. For
example, job title, industry, employee
counts, just different parameters so
that you know, okay, I already scraped
Florida. Now let's scrape California.
And then you can exclude certain states
in the filters. Hope that makes sense.
Let's move forward. That way you can
save 80% on the same data that you would
get with Apollo, but now somebody is
scraping and validating that data for
you just to really speed up your
workflow. And as mentioned, consider
scraping one state at a time. Tends to
be the best way to organize your your
lead list and make sure that you're not
getting duplicates. And for those of you
that are a little bit more advanced, I
will be walking you through later how to
build your own Apollo.io scraper so you
don't have to rely on trusted leads or
any other company to get data from
Apollo for you. And I'll also show you
how to get this entire template so you
can just copy and paste this into your
own business and start scraping Apollo
on autopilot. Now, it's worth mentioning
that if you're making a lot of money
from cold email and you really just want
to optimize for the shortest possible
workflow, the easiest thing where you
can set it and forget it, then going
from trusted leads at getting that data,
putting in million verifier, and then
importing it into your instantly account
can be a lot of steps. So, if you don't
care about the cost of leads, then it
might be worth mentioning that Instantly
AI does have some really great features
for automating a lot of the list
building process. So, let's actually
talk about Instantly's list building
process just a little bit and I kind of
touched on it earlier and they've
actually changed a lot over the past
month and they'll probably continue to
change it. So, they used to call this
lead finder, now it's super search. So,
one, it's an AI assisted lead builder.
You can put leads into lists and then
you're able to automate the leads going
from the instantly leadfinder into the
campaigns. Let's go ahead and do one of
these AI list building searches. I want
to find marketing agency owners that are
startups in the USA. So, a really simple
search here. We just use some of what I
talked about earlier to try and find an
ICP to start selling to. And it's just
going to take my AI and it's going to
basically build the filters for me. So I
don't I don't have to worry about it.
Now I really want to see you guys doing
this instead of relying on an AI because
the AI is generally wrong. Uh company
name, it's looking for company with the
name startup in it. Like that is
obviously not right. So AI is really not
reliable here. Let me go into my account
where we've got a bunch of leadfinder
credits. We've got 42,000 in here. So
I'm going to come back into superarch.
I'm going to go ahead and open up a
recent search that we've had. Oh, it
actually wants me to wants to charge me
for the search. So they've changed this
quite a bit. Uh, as of right now, I
would not recommend using Instantly's
Super Search or Leadfinder. It's just
not as accurate as Apollo. It's, in my
opinion, probably a third-hand lead
source. Apollo secondhand because
they're scraping LinkedIn instantly is
probably scraping Apollo. Therefore,
it's really delayed in the recency of
the data. The benefit of using this is
that they also verify it for you. So,
you don't you can skip the verification
step, but you'll end up paying much much
more than if you were using trusted
leads. That's why I still recommend
using trusted leads. It's reliable. You
don't have to worry about any weird
scraping solutions. Uh and it's fresh.
But just kind of looking at pricing
here. So 50 bucks a month for 1,500
leads. So it is significantly
significantly more expensive. And it's
not even firsthand data. So they are the
best for cold email and they've done a
really good job at integrating
everything under one roof, but they're
still definitely not the best for
exporting large amounts of data for an
affordable price. it will dramatically
increase the price of running your cold
email system. All right, now let's talk
about using filters in B2B databases.
Now, this is the primary way that most
of you are going to build your lead
list. And it's really easy to f up. So,
we're going to do a walk through and
just make sure that you follow some of
my core rules and you're going to at
least get yourself 90% of the way there.
But, the best cold emailers get creative
and they use a lot of my little secrets
and hacks that I'm going to be dropping
for you. So, make sure to take notes. If
I do something unorthodox, there's
probably a reason for it. Take note and
use it and I promise you it's going to
work. So, let's talk through some of
these filters. Ones to always use,
almost always. There's exceptions for
everything. Job title, the industry, the
location, the company size, and the
email status. We're going to walk
through what those are in just a second,
but most of them are self-explanatory.
The next is company keywords. These are
much more descriptive than using the
industry. So, one problem that we'll
constantly see when we're building lead
lists in any B2B database, doesn't
matter if it's Zoom Info or Seamless AI.
If you just use the industry to get your
list filtered, then you're going to end
up with a lot of stupid overlap. For
example, let's say I want to target
automotive companies and I use
automotive as my industry filter and I
expect that I'm going to get a bunch of
car dealerships. Well, that couldn't be
further from the truth. We're going to
get manufacturers. We're going to get
people in automotive supply chain,
engineering, we might even get marketing
agencies for automotive companies, SEO
agencies for automotive companies. And
the there's no way that all of those are
a good fit for your offer. So, for that
reason, we want to make sure to include
company keywords as well. You're going
to see your list shrink quite a bit, but
that's a good thing. We want your list
to shrink. That means it's going to be
more targeted. Another filter to
consider using is technologies.
Technologies tells you what software
platforms and solutions a company is
already using. And if you're curious
what your options are, you can always
come and search for Apollo.io
technology filters and they'll give you
a full list and actually love plugging
these lists. As you can see, I've copied
them several times. I've plugged these
list into AI to see, okay, you know,
what technologies can I use that are
going to be helpful for me in selling my
thing. So, I'm going to go ahead and
download this CSV file and open it up.
And now, as you can see, we've got all
of these different technologies and
categories. So, you can actually upload
this to AI and say, you know, find me a
solution or find me a technology that
suggests that the company is investing
in B2B lead generation and it'll go
through all these technologies and
they're very familiar with them and
it'll tell you what specific ones that
you can target. Now, this is such a
powerful strategy that I'm going to go
ahead and show it to you specifically.
Uh, I use Grock for this because it's
really good at intaking large amounts of
data, especially as spreadsheets. So,
I'm going to go ahead and upload that
file supported technologies. And I'm
going to say, find me the top 10
technologies to use for B2B sales
targeting. I am looking for technologies
that are expensive and used in B2B lead
generation. I'm still amazed that Grock
is free. It's so good at processing
large amounts of data. I pay for chat
GBT and HubSpot, but I'll still use
Grock when I'm doing things like this.
It also never says no to me. If I'm
asking it to do something like morally
or ethically questionable, chat GBT
won't do it. Claude won't do it. Groc
will always do it. So, it went through
and it found Salesforce, HubSpot,
Marquo, Aloqua. Now, a lot of these are
CRM. They're not necessarily what I had
in mind. I was more thinking like cold
outreach tools. It's got Zoom Info,
Demand Base. So you can keep chatting
with this thing to get it more refined
and say, you know, don't include CRM.
But this went through that whole list
and found the technologies to use. And
this is really the right way to do it
because if you just come into Apollo and
you come into the technologies list and
you just start searching through them,
there's way too many. It's not even
close to limited to this. You have to
start typing for them to actually come
up. So the best way to do it is to
download it and to work with AI to find
your list of technologies and then type
them in here one at a time. So like
sales loft. Okay, so that's how you
filter technologies. Let's talk about
job postings. This is a good filter
because it tells you what a company is
hiring for right now. If they're hiring,
they're trying to solve a problem and
they haven't solved that problem because
they are hiring for it. So, typically
you'll have an offer. Your offer solves
some sort of problem in somebody's
business. If they're hiring for that
problem, you can then email that company
and say, "Hey, saw you're hiring for
this. You know, I can help you do this
for a quarter of the price as a
full-time employee." It's a really good
strategy. and even just to find
companies who are willing to invest in
the solution that you're pitching. Now,
one of the problems with Apollo job
postings data, which is down here, is
that it's a little bit delayed. As I
said, Apollo's a secondhand data
platform. So, even with technologies,
this one is usually using builtwith
data. So, builtwith.com
is the source of most of this technology
data. They're the ones that tell you
what a company is using. of lead
genenj.com you can look it up and it'll
tell you the specific technologies that
are installed on my site what what I am
using and most of the data from Apollo
will come from builtwith but it's
delayed it's not in real time the same
thing is true of the job posting data
but the job posting data is a lot more
critical because if they were hiring for
something 3 months ago they may have
already solved their problem and there
are some solutions to this that I'll
talk about a little bit later when it
comes to list building, specifically
scraping job posts, you get much more
accurate and recent job data. But you
can use Apollo for this, and it is a
good tell to at least find companies
willing to invest in that solution. All
right, so we talked about filters that I
like, filters that work. Let's talk
about filters that don't work, but I
wish worked. The first one is the signal
filters in Apollo. They're never
accurate, and every time I've tried
them, they always give me a worse
result. What is a signal filter inside
of Apollo? Go ahead and reset
everything. And by the way, just to
mention, one of the always filters to
use is email status. You always want a
verified email. You may end up missing
some people. So if you have a really
small total addressable market, like
there's only a few thousand people that
you can reach out to, then maybe don't
use this. For everybody else, make sure
when you're copying this link and
sending it to trusted leads, you're
using that verified filter. Okay, so
what about these signal filters? A
signal is a data point that tells you
something relatively recent and relevant
about that company. So, some examples of
signals that Apollo offers are funding.
So, did this company recently get
funding? Are they doing their series A?
These are all signals. And then there's
the specific signals that Apollo offers.
So, they've got company signals and
people signals. Now, typically, you're
just going to be worried about company
signals, like what what's happening with
that company. And don't worry about all
these industries and the company
signals. That's not what we're looking
for. What we're looking for, let's go
all the way to the bottom. These are the
signals that you'll probably see that
are going to be really enticing to to
try and use. Recent funding, rapid
growth, merger acquisition, new product
or service. So, something happening
within the company that tells us, oh,
you know, they recently got funding, so
maybe they'd be a good fit for me to
reach out to. They just had a merger, so
maybe they've got some corporate change
going on and they need help with
something. They're cutting costs, so
maybe I should pitch my more affordable
software solution. These are all the
these all make a lot of sense if the
data is accurate. What I've found even
I've tried to use them probably a dozen
times knowing what I'm doing and I don't
think the data is accurate enough to be
usable unfortunately at least not from
Apollo. There is another place where you
can get this data where it tends to be
more accurate and I'll talk about that
with you in just a second. awards or
recognitions, new client sign, new
partnership. These are all signals of
things happening in a company. And
there's a bunch of different data points
and ways that they're getting that data,
but it's second or thirdand data and
it's typically not going to be accurate
or usable. Funding we just talked about,
it's typically outdated by the time it's
in Apollo. And again, for funding,
that's a signal that gets abused. So, if
you're going to use it, you need to make
sure that you're first. And if you're
using Apollo for funding data, you're
not first. Next is revenue. A lot of my
clients want to target by revenue. The
problem with using revenue as a filter
is that private companies don't need to
disclose their revenue, and they don't.
So, Apollo's typically just guessing at
what that company's revenue numbers are.
Unless the company's public, there's
just no way for anyone to know their
actual revenue numbers. So, you want to
use a proxy for revenue, which is
typically going to be employee count and
knowing the type of industry and how
many employees on average that industry
has. So for SAS it might be lower. For a
construction company or a factory
company it might be higher. And then
buying intent is another one that sounds
super enticing but you do not want to
use Apollo for buying intent. So within
Apollo you'll see another filter here
called buying intent. And this one is re
I wish it worked. I've tried it so many
times and it just does not work. And I
can come into intent topics and I can
edit. You can only have five active at a
time. And this might not be available
for free accounts. I just want you to
know that it's there. And you can search
for topics. So if I'm looking for
companies that are interested in lead
generation, I might find buying intent
for lead generation consulting, lead
generation services. These are companies
that apparently are looking for this
stuff and it's worth testing as a split
test against against your control
campaign. But so far, to my knowledge,
none of these have worked. The data
points are not accurate and it ends up
yielding a worse result than just using
the standard filters. All right. So what
are signals? Let's just re reiterate
some of this stuff. if it's real-time
info about a lead or about their
business. Types of signals include job
changes, company growth, featured in the
news, hiring. There's also social
signals like someone commented on
something, someone posted about a
certain topic, someone liked the post.
And then there's signals that you can
create and you can think about. If you
understand your tool set and you
understand your leads, then you can
create various signals and automate
those signals. So, let me give you an
example. I sell cold email services and
cold email buildouts. So, who's a great
prospect for me to sell to? One great
prospect is people who are already
sending cold emails and doing a bad job.
So, how do I find those people? One of
the easiest places to look are people
using Instantly AI. So, maybe they're on
the Instantly AI Slack channel, which I
can scrape. And they're also sending
cold emails that aren't aren't going to
the inbox. They're going to my spam. So,
I actually created a signal that scrapes
my spam inbox for people sending me cold
emails and adds them to an instantly
campaign for me to say, "Hey, your email
is in spam. Here's the problems with it.
Here's my community where you can learn
more about cold email and get better."
That's a creative signal that nobody
else is using, and it's not something
that I got from Apollo. So, once you get
really good at this stuff, and I'm going
to teach you some really advanced ninja
tactics later on so that you can build
your own signal workflows. And as you
can see on this picture on the lefth
hand side, this is Clay. And one of
Clay's specialty is helping you use
signals. It's one of the most powerful
things in cold email in lead generation
because now you actually know that that
person has a problem instead of just
guessing with filters and it massively
increases the results of your campaign.
So let me show you an example of a
campaign that uses signals versus one
that doesn't. So this Inc 5000 campaign
is one where we scraped the Inc. 5000
winners. They had just got not notified
that they won the award. It got a 5%
reply rate. Most of those being positive
replies. Show you another example for my
lead generation services, one of the
ones that I just mentioned to you. So,
this is the campaign uh that I was just
talking about. Cold email replies. These
are people that ended up in my spam.
They're sending me cold emails. I have a
20% reply rate, 84.5%
positive reply rates on this campaign.
It is just printing money for me cuz
nobody else is doing it. And I know that
these people need help. So, I'm going to
teach you how to build specific
workflows like this towards the end of
this once you master some of the basics
and the fundamentals. We're not there
yet. And we kind of touched on this
already, but where to get signal data if
you want to use it and you want it to be
more accurate. For recent funding,
you're going to want to use Crunchb.
They have the most accurate and
up-to-date funding information, and this
is where all the other B2B databases
pull their funding information from. But
they don't do it every day. It's not in
real time. you want it to be in real
time because signals are a timebased
thing. And if you can be the first to
respond to that signal, then you're
going to win. If you do want to use
buyer intent data, I recommend a tool
called Audience Lab. If you want to sign
up for audience lab, I do have a
discount that I can offer you inside of
my software vault. For social signals,
you can use Trigify again in my software
vault. And then for custom signal
workflows, some of the ones that I just
mentioned, if you can learn to use these
two tools, Apify and NADN, there's
nothing that you can't build. And I'm
going to show you some of the really
cool stuff that I've built with it and
how to copy some of those templates into
your business such as recent job
postings, recent funding. All of those
are custom templates that we have built
using these two tools that are highly
accurate and time-sensitive. Okay. So,
what if your ICP, your perfect prospect
is not on LinkedIn or Apollo? What do
you do? You're going to have a little
bit of a challenge in finding the right
emails. But the good news is if they're
not on LinkedIn or Apollo, they're
probably not being abused with marketing
emails, which means you're more likely
to stand out. So, a couple solutions for
you. For doctors, real estate agents,
Apollo is not going to be the best
solution. Instead, you're going to want
to use a tool called bookyoudata.com.
For all this stuff, check the link down
in the description. It's going to take
you to this tool where you can get
discounts on all of these tools. Also,
bookyouda.com is by far the best
solution for mobile numbers. So, if
you're doing any sort of cold calling,
you need to use mobile numbers, not
company lines. And for getting accurate
mobile numbers for a reasonable price,
Book Your Data is by far the best
solution. But the reality is, if your
ICP is not on LinkedIn or Apollo, you're
probably going to need to scrape Google
Maps for it. And this can get a little
bit annoying, and there's some things
that you need to know about scraping
Google Maps. I'm going to show you the
beginner's way to scrape Google Maps,
cuz this is what most of you are
probably going to do. But just know that
if you're advanced, there's nothing you
can't scrape with Ampify and NAMN. And
I'll show you how to do that a little
bit later on. But for now, let's talk to
you beginners. I recommend using one of
two tools. Leadswift is my personal
favorite. It's affordable and I really
like the user interface and the quality
of data that it gets you. So here is
Leadswift. Again, super affordable. I'm
going to go ahead and log in and just
show you what the data looks like and
how to initiate one of these searches.
So all these are previous campaigns that
I've scraped Google Maps. So I'm going
to go ahead and just show you one of
these. You can enter a specific keyword
that you want to search. Abortion clinic
is one of the first ones. And then enter
a location. So specifically a city and a
state. And then you can scrape that city
and state. And then it's going to
scrape. And it's going to give you a
result that looks like this. So let's go
into one of these scraped results and
see what we're working with here. Now
the scrape was a while ago. So a lot of
this data might be old. But what I love
is that you can filter by a lot of the
most important key points here. Whether
or not they have an email listed. Yes,
email. I can say I want to find people
that don't have a YouTube cuz maybe I
sell YouTube services. I want to get
them on YouTube. Maybe I want to target
people that have a non-working website
so I can help them with their website.
And then I can hit filter and it will
find me auto body shops that have a
website that's down that have an email
address listed publicly. There are a lot
of these people. Exclude closed
locations. So from here I can just
export all of this data. I can remove
duplicates and it's a really easy way
for me to get data from Google Maps
that's highly usable and really
affordable. Now, the other honorable
mention that I want to make here is
igleads.io.
This is one of the best all-in-one
scrapers. So, because it's all-in-one,
it's not going to be the best at any
specific use case, but if you ever need
to scrape something a little bit unique
and you don't know what to use, this is
going to be a pretty good and really
affordable solution for you. So, as you
can see on the left here, it can scrape
just about any social media platform
that you need. And just understand like
a lot of these platforms don't have
emails readily available. Like Instagram
is like 1 in 10, YouTube's like 1 in 10.
They can also scrape home homeowners
market deals. So, for BTOC scraping,
this can be a really powerful tool. It's
also super affordable and you can scrape
multiple lists at the same time. The
scrapers run in the background. So,
definitely worth checking out. and
discounts are available inside of my
software database here which is going to
be linked down below. Okay, so we
chatted about scraping Google Maps. Uh
we're going to talk about using Appify
to scrape just about anything towards
the end. It's going to be for the
advanced people, but for you beginners,
there's no reason you can't go in to
Leadswift, type in the keyword for what
you're looking for and the city and get
tons of email addresses for the people
that you're looking for. Just make sure
to verify those email addresses once
they're out. And we're going to talk
about email verification in just a
little bit. Okay, so what if your leads
are not on Apollo and they're probably
not on Google Maps, for example. Maybe
you're looking for influencers. You're
looking for content creator and maybe
you need to scrape Instagram or YouTube
for a keyword like course creator. Well,
then you're going to reach for a tool
like IG leads like we just mentioned and
you can scrape specific keywords and get
emails through those social media
platforms. There's other unique use
cases. For example, I had a client who
only wanted to help companies that
supported veterans. Well, that's not an
industry. That's not a keyword that I
can type in because that's not the
service that they perform. It's just
companies that give back to veterans.
So, that was a really tough one. And for
cases like that, you can reach for a
tool like ocean.io. This company has
scraped all of the websites across the
internet and you can create lookalikes
based on companies that you know are a
good fit. And you can use specific
phrases or keywords. So, I can tell
ocean.io I'm looking for companies that
help veterans and support veterans. and
it's going to go through all of the
websites that it has scraped and see if
they have a section that's about
supporting veterans on their website.
This can get a little bit pricey, but
for those of you that have those unique
use cases, it's good to know about the
tools that are in your wheelhouse. All
right, just another word of caution.
Avoid any cheap B2B databases and do not
buy email lists from anybody. Don't be
tempted. They're usually trash and
they're going to kill your campaigns.
You don't want old data and you don't
want bounced emails. And what's worse
than old or bounced is wrong data. For
example, emailing somebody that you
think is a marketing agency and they're
actually an automotive company. There's
no faster way to get marked as spam than
that. If you do buy access to a cheap
list or maybe it's a specific list that
you're looking for and you can't
otherwise scrape it or source it and you
need to buy that list, make sure that
you clean it good and then make sure
that you qualify those leads using clay.
We're going to talk about AI
qualification towards the advanced
sections at the end. I think my team
made this meme for me, but it's great.
What about lead rocks? Slap in the face.
Stop being a tight butt. Don't be cheap.
Um, not all email providers are created
equal. Not all lead databases are
created equal. If the email is accurate,
but the other info is not, maybe it's
got their name wrong or their company
name wrong, they will report you as spam
and you can end up in a lot of trouble.
And if you upload a list and the email
bounces, you will get blacklisted.
That's one of the fastest ways to
destroy your reputation is high bounce
rates. That's why it's super important
to clean and verify your list. You must
send good emails to the right person
with the right information. If you want
to win, all right, now let's do a live
list building with you inside of Apollo
to figure out how I actually go about it
from start to finish. And the only
filter I'm going to start with is email
status as verified. And I'm going to do
this relatively broadly so that the most
people can benefit from from it. And I'm
going to do this for my PR agency. Now,
we have the benefit of being able to
sell PR services to just about any
company anywhere on Earth. So, let's say
to make this a little bit more
interesting that we sell PR services
specifically to cosmetics and e-commerce
company. So, what I want to do is I want
to start with job titles. And I want to
include a bunch of different types of
job titles on on here that are all
decision makers. This is the way that I
like to do it. There's an alternative
way you can do it as well. founder,
co-founder, CEO, CMO, COO, president.
Basically, any decision maker at this
company. They're going to see a lot of
variations of this. You know, president
and CEO, co-founder, chief operating
officer. There's different ways to say
these things. Apollo's smart, and you
don't need to do all the variations. It
it knows what's what. So, you can see
I'm now down to 5.2 million while using
these filters. Uh, and as you can see,
I've got include people with similar
titles as well. The alternative is you
could come to management level and just
do owner founder seuite and get most of
the way there. But as you can see, I've
got 5.2 million here. If I do it this
way, I get much less. The next filter
that I want to use is location. So, I
really want to focus my cold email
efforts inside the United States. Most
people do. Uh, and that's what I would
generally recommend. Cool thing if you
are targeting specific regions or cities
is you can select zip codes and zip code
radiuses inside of Apollo.io. We're not
going to do that in this case. I'm much
more concerned with where that company
is located. So, I'm going to come into
location account headquarters in the
United States. If they have remote
employees in other in other countries, I
don't really care. Uh, next is number of
employees. I can either check all these
boxes or I can do a custom range here.
That custom range becomes really useful
when you're trying to segment. Like, I
don't want one employee because then
they're brand new. Maybe I want three
employees. I'm going to go ahead and use
that. We're going to say minimum three,
maximum 100 employees. And as you can
see, that brings my list way down to 1.2
million. Next is industry and keywords.
So you can stack them. I could say like
ecom. I'm not even sure that's a
specific industry that I can put in
here. So I could do industries and
keywords, but I actually like using
keywords better. So I'm going to do
company keywords. And what this does is
it uses their company description. And
if I come into advanced, it's also using
their social media description and lots
of different areas where I can pull
these keywords. So, let's say
e-commerce, different variations of
spelling it. Ecom, online retail, online
marketplace. And now you see my list
starts to get a lot smaller. Now, I'm
going to stop here. Uh I I could keep
going with the keywords and use AI to
try and find more keywords for the
specific companies that I'm trying to
reach. But I want to get through all
these filters. Buying intent, nope.
Email status verify to make sure that
that's checked. Technologies, I don't
really want to use. Maybe there's
something that they had installed that
suggested that they cared about their
media presence. For this lead list, I
don't think I want to use it. And then
none of the signal stuff. So now I've
built a pretty good lead list. I've got
36,000 people in the United States in
the employee range that I want with the
correct job titles. We've got the
company keywords or specific. Now, what
you should probably do at this point is
go through these the leads that it
found, the companies, the the people,
and just see if it actually found
companies that are a good fit for you.
So, what do these guys do? You can come
in to the company keywords, find ones
that are a good fit. So, let's find an
e-commerce company that's actually a
good fit and what industries that it's
pulling here. Information and
technology. I wonder why. Maybe because
I put online marketplace. Let's try and
get rid of online marketplace and see
what happens. This is why you always
need to doublech checkck your list
because you never really know what it's
going to give you. If you just did your
filters and you assume that you were
right, this is where everybody goes
wrong. You really need to go and
doublech checkck what you searched and
why the companies are pulling up that
are pulling up. It might be the wrong
keyword being used. Let's go ahead and
stack an industry on top of this or try
by industry. Another thing that you can
do here is kind of the same thing that I
did earlier but with the industries that
you can target. So, I want to search for
Apollo.io
industry industry filter options. As you
can see, they've got a whole list here.
So, I'm just going to go ahead and copy
all of them. I missed accounting. And
then let's go back to Grock and let's
say here are the industry filters.
Apollo, find me the best one to use.
Getting e-commerce companies. This is
how you use AI the right way. When
you're building lead lists, when you're
doing cold outreach, use it as a tool
for specific use cases. Never tell it to
do a whole thing. Okay. Love this.
Retail, internet, consumer goods. Let's
go ahead and use consumer goods and
retail as the industries. Consumer
goods, retail. So, now let's refine the
list a little bit. We've got these
companies. We want to find ones that are
actually a good fit. So, sculpture,
clocks, customer service, online retail.
We're looking for specific keywords that
our best fits have in common and
specific keywords where it may have
pulled in the wrong person. So in this
case like B2B, we probably want to get
rid of B2B. So we can come into advanced
settings, company keywords. Instead of
include keywords, I'm going to exclude
keywords. So let's go ahead and uncheck
that box and exclude keywords like B2B.
There's a lot of different ways to do
this. You can use keywords to to search,
you can use industries, and then you can
refine by excluding keywords. But just
make sure that you're doing this
process. Go through your leads, make
sure people are a good fit. Exclude
keywords that would pretty much exempt
somebody from being a good fit. I might
want to add apparel and fashion as an
additional industry. Then I'm just going
through until I have a good refined
list. And nine out of 10 people on this
list look like a good fit for my offer.
And then once you're done, you've got
this link up top. You're just going to
copy it, put it into trusted.io, and you
are off to the races. Finally, to answer
the age-old question of BTOC cold email,
can you sell consumer products via cold
email? Maybe you're selling to
homeowners. Maybe you're selling roofing
services. Maybe you're selling high
ticket baby strollers. To know if
somebody needs a baby stroller, I need
to know that they have a baby. So,
depending on who you're trying to reach,
the question you have to ask yourself or
ask an expert is, is there some sort of
filter or database or way for me to know
that the person that I'm emailing is in
fact a good fit for my offer? Is there
something in their bio, in their
profile, something public that I can
scrape and use to decide if this person
is a good fit? Now, the answer is
usually yes. If you know where to look,
you know what tools are at your
disposal, and you've done it enough
times. Over the years, I've faced some
really insane BTOC cold email campaigns.
Some of them work. And to be honest with
you, a lot of them don't. Uh, for the
reason that I just mentioned, you need
to be specific about the person you're
emailing. If you're not, you're going to
get reported as spam and your emails are
not going to work long term. You need to
shoot a zillion arrows to find the one
person who is a good fit. But if you can
find a way to isolate the perfect leads
based on some sort of public data, like
a social media bio, something that
they're posting about some usually it's
something on social media, then you can
make this work. And if you can't and
you're just trying to email rich people
to sell them financial advice and
financial services, then you can expect
a ton of emails going to spam. Maybe one
in 5,000 of these people actually need
your service because they're not
targeted and you're not going to get
good results and cold email is not going
to work. So, you need a way to target
them. With that being said, there's
usually a way. You'll can typically find
out if somebody's a homeowner, if they
have children, their general age range.
With modern tools that I'm going to be
getting into towards the advanced
section, there's ways to to find this
information and to contact people based
on that criteria. There's also something
to be said about the cost of cold
emailing versus what you stand to make
from it. So, if you have a high ticket
offer and you have a targeted campaign,
then it's really easy to show positive
ROI. However, if you're selling
something that's $100 and you don't have
good targeting, so one out of every,000
people is somewhat interested or one out
of 10,000 actually buys, then there's no
way you're going to be able to justify
the price of running the cold email
campaigns and you're just going to piss
people off. So, for that reason, I'll
usually screen these B TOC customers and
figure out if there's something that we
can do to make it work. So, there are
two ways to destroy your domain
reputation and end up in spam hell. Now,
the first way is obvious. it's getting
marked as spam. But most people never
consider that this other thing can
destroy your email reputation just as
fast. So, what I'm talking about here is
email bounce rates. This is where your
email doesn't reach its intended
destination and it bounces back. Kind of
like when you kick a ball into a wall
and it rebounds right into your face.
Well, to be honest, I would prefer the
black eye over ending up in a spam trap.
So, here's how to avoid email bouncing
for good through my multi-layer
validation process. All right, email
list verification and qualification.
This is also known as list cleaning, but
it goes much deeper than that.
Obviously, you want to make sure your
emails are valid, but I want to take it
one step further and add two additional
layers to make sure that you're actually
emailing the right people and that that
email doesn't bounce back. This is going
to massively increase your odds of
getting a positive reply rate and having
a healthy campaign. So, I actually
didn't make a slide to explain email
bouncing. So, what I just did is I went
into Claude and I asked, "Hey, what's a
simple way to explain email bouncing?"
And I really like the answer. So, I just
kind of want to start here. Email
bouncing is when it bounces back to you,
just like bouncing off a wall. See where
I got the metaphor just now? Think of it
like mailing a letter. If the address is
wrong, the postal service returns it to
you. So, here are some reasons why an
email can bounce. Bad address. The email
address doesn't exist. It's a full
mailbox. Server problems, maybe,
especially if you're not using Google or
Microsoft. Blocked content. This is a
super important one that most people
don't consider. For example, they'll get
a list from trustedleads.io.
They'll start emailing that list.
They'll even verify the list first and
then what the hell? All these emails are
bouncing. Why are they bouncing? Well,
the content was probably flagged as spam
or your reputation of your domains is
bad and the email service provider that
you are trying to reach out to the
Google or Microsoft bounced it back.
They rejected the email. You could hit
size limits. Uh, but those are the main
ones. I really want you to think about
blocked content, though, because it's
more than just email validation. They
can be blocked for other reasons and and
bounce. So, there's two types of
bounces, hard bounce and soft bounce.
They are what they sound like. Hard
bounce a permanent failure for reasons
like bad address or domain doesn't
exist. And then a soft bounce, which
isn't really going to ding you, is a
full mailbox or a server down. And
typically, when you get a bounce, you'll
have a reason for it. So, you'll have
some kind of automatic message. So, if
you're getting email bounces, you can
actually log in to the mailbox that's
getting the email bounces and see what
those reasons are. All right, now that
you understand email bouncing, let's
talk about email verification. This is
kind of the first line in defense to
protect you against email bouncing. So,
we already mentioned one of the main
reasons that an email bounces, a hard
bounce. This is what you want to avoid
because it's super avoidable, which is a
bad address. So, email verification is
this a process, usually a software that
pings each email to see if it's a valid
email address. And typically, you'll get
outputs like good, risky, or bad. I'm
going to explain what each of these mean
in just a second, but just know that you
should only be sending to good emails.
Remember, this stuff is hard enough as
it is. You want to give yourself the
best possible chance at succeeding. To
do that, you do what I say. Only email
good emails. and I'm going to show you
how to get as many good emails as you
possibly can. Remember, bouncing hurts
your sender reputation and you end up
going to spam. So, now let's dive deeper
into some of those cleaning results.
This is a chart of a email validation
and you can see that there's goods,
there's riskies, there unknowns, there's
bads. So, I'm actually going to pop into
Million Verifier. This is kind of my
first layer tool that I'll typically use
for email validation and explain each of
these results instead of just reading
off the slide. Let's actually go into
the tool that I use on a day-to-day
basis. All right, so this is what
Million Verifier looks like. The reason
that I use Million Verifier is because I
validate a ton of emails and my entire
team uses this. So I'm able to spend
$2,500 to get 10 million email
verification credits. Comes with 2
million extra for free. So in bulk, it's
by far the most cost effective. And I
can connect the APIs to everything to do
all the different cool stuff that I
want, including the automation with the
Apollo scraper. So it goes scrape Apollo
verify with million verifier and then
get the verified file. And just to kind
of hype you guys up so you can see what
you'll be learning, uh, run the Apollo
scraper. It then gets the data from the
Apollo scrape, uploads it to Million
verifier as you can see there, and then
gets that file from Million Verifier and
then sends it via email to us. It's
usually whole process takes about 10
minutes. It's really an incredible
workflow that I'm going to be showing
you how to build. Okay, let's go into
email verification and try and
understand some of these results. So,
this recent list here, doctors 235, I
think it was a test list, had about 75%
good, 22% risky, and 3% bad. That's
actually pretty good results. Usually,
you'll see something a little bit lower
than that, like 69% good, 28% risky.
This one's especially bad. I don't know
what the hell happened here, but let's
break down what each of these means.
Good are valid existing emails. They're
safe to send to. We don't have to worry
about those. We want to send to good
emails. The questionable ones are risky.
And there's two different categories of
risky. There's catchalls and there's
unknowns. So, these are emails that our
system couldn't validate. We don't know
if they're good. We don't know if
they're bad because of how they're
configured. Now, I don't I don't want to
go too indepth about what a catch-all is
and what an unknown is cuz honestly, it
doesn't matter. The important thing to
note is that you do not emails,
mailboxes that are not labeled as good.
But you should know that there are ways
to verify unknown and catch all emails.
I'm going to be talking about those in
just a second. This becomes especially
relevant if you have a small total
addressable market. Maybe you only sell
to restaurants in small town Idaho and
30% of the email addresses that you have
are catchall. 30 30% out of, you know,
5,000 total restaurants. That's a big
problem. You really need that data. And
instead of emailing that risky data, you
can actually run it through one of the
tools that I'm going to show you to
check if that unknown or catchall is in
fact valid. But just to break it down
briefly, a catchall, the email server
that you're emailing is set to accept
all mail. So it sometimes bounces back
if you don't check it. And then unknown,
they really couldn't tell. bads
obviously we want to avoid. Just to kind
of reiterate the standard results that
you'll see from an Apollo and trusted
leads export, they're not going to be
100% valid. Even if you select that
verified checkbox on your filters, they
still come out around 70 to 80% valid.
So those riskies are really high value
data. We care about those riskies and
there's something that we can do about
it. And a fun little stat here, about
half of those risky emails end up being
deliverable. So, if you're like, "All
right, is it even worth spending the
time and effort to verify that 25% if
out of those 90% of the riskies are
going to be undeliverable?" Well, that's
not the case. It's actually 50%. And you
really want to email that 50% and you
really want to avoid the 50% that's bad.
So, I now do this on all of my
workflows. We call it catchall
verification, instant catchall
verification. And I'm going to show you
how to do it. This is a superpower that
most cold email courses never talk
about. So, use this hack to verify your
risky emails. This is especially
important if you have a small TAM.
You're going to hear me keep mentioning
that. I'm going to call it TAM from now
on. That's your total addressable
market. How many people could
potentially be good leads and clients
for you? If you run a marketing agency,
you have a large TAM. You can service
just about everybody. If you do
something really specific for a really
specific vertical, you're going to have
a much smaller TAM. This becomes more
important. So, I'm not going to break
down in detail how companies validate
risky emails. This is one of the classic
examples that I think is fun, so
probably worth showing you. So, to
demonstrate this point, let me go ahead
and download this report. I'm just going
to download the risky emails cuz that's
all I'm concerned about right now. And
now I've got all these risky catch-alls,
unknowns. And one way to check if this
is a real mailbox or not, I can go ahead
and copy it, paste it into my Gmail, and
see if that comes up as a real person.
If there's a face, it'll show up. If
there's not a face, it'll be unknown.
So, that's one way of kind of checking.
And this is also one of the methods used
by a lot of the catch-all verification
companies. One of the other major
methods is just data accumulation. They
actually email those risky ones and
we'll be able to tell you whether or not
it went through or bounced back. So,
there's a couple ways that I recommend
validating your risky emails. The first
way is to export them separately, kind
of just like what I did in Million
Verifier, and then you can upload them
to a catch-all verification tool. The
catchall tool that I typically use is
Findmail. It's findmail.com. Again,
discount in my software vault linked
down below. And you can upload that list
to find email. And it uses a combination
of tactics to tell you whether or not
those risky emails are safe to send to
or not safe to send to. But I don't
really like this method because it adds
a big extra step in my workflow. And I
don't like that. I like streamlining
things. So in order to streamline
things, I actually use clay. And clay is
something that we're going to be talking
about in depth in the advance section
later on. So this is Clay and this is
what the workflow generally looks like.
You upload the data and the first step
is verify with million verifier. The
second step is to validate with find
email. So I upload the data and all of
this happens automatically. This is a
more advanced topic that we're going to
be diving into later on. But the
important thing to note here is that
we're really focused on streamlining our
workflow. So you don't have to upload
list into multiple places here. You only
have to upload it once and then
everything else happens automatically.
You should also note that in general
verifying catchalls is going to be more
expensive than standard verification. So
yes, you could upload your entire list
to find email first and that way you
skip the whole step of million verifier.
But verification credits here are
significantly more expensive than
verification credits here. So I always
want to start with the cheapest solution
first. And most of these verification
platforms are created pretty equally and
then use a specialized platform
specifically for catchall verification.
Now I'll do a little honorable mention
here. We're in AppSumo. So one of the
exceptions to the rule of don't skimp on
software is email verification. A lot of
times they all work exactly the same
way. Okay. And you could grab one of
these AppSumo deals and it should work
just fine. Just to kind of reiterate my
recommended workflow for verification,
you're going to export your leads using
my Apollo and trusted leads workflow
that we just talked about. We're going
to clean with million verifier first.
You're going to buy bulk credits to get
your cost all the way down or within
trusted leads. You can just select
verify my leads for me and it's going to
give you a million verifier verified
list. Then you're going to upload those
leads to find email. It's fast and it's
a really good value. specifically for
catchalls. And if you're more advanced,
you'll have my clay template so that you
can just upload the leads there and
it'll do it all for you. And that is
coming later. Couple pro tips here. If
you get your data from Instantly AI,
they also verify your riskies using data
compilation sources. So if you buy lead
data directly from Instantly, you really
don't have to worry about verification
at all, but you are paying the extra for
the leads. Another pro tip here,
verification is not just for cold lead
data. If you have a CRM and you've got
warm people who are opting in, you've
got a warm lead list, it's just as
important, if not more important, that
you keep your CRM leads clean. I always
validate them on the way in. GHL makes
this really easy because there's a a
checkbox that you can check for first
email sent. It'll validate that email.
Now, if you're using GHL as a CRM,
keeping your list valid is actually
really easy. However, if you're using
another CRM like Active Campaign,
Million Verifier also has a partner site
called EverClean. So, if you go to
cleaning type and then Everclean, you
can actually link your CRM. In fact,
this works with most CRM to to keep the
list clean on autopilot. Every x amount
of days, it'll go through and just make
sure that your list is in fact valid.
Really important thing to turn on, and
this is a a great price. We actually use
it for my PR firm when we were with
Active Campaign. So, definitely
something that I recommend you guys do.
All right, now let's talk about
something that's relatively new in the
cold email space, but I think is a
massive missed opportunity for those not
using it. We're using it for all of our
campaigns now, and it's dramatically
increased our results, probably 200 to
300% better, and that's lead
qualification. Now, this used to be
really difficult because doing this in
bulk would be a fortune and AI wasn't
quite there. But now with new tools,
this is actually really easy to do at
scale. So, I'm going to tell you exactly
how to do it and then show you all the
tools to implement this quickly. So,
what is lead qualification? Well, it's
making sure that the people you're
emailing are actually a good fit for
your offer. We already kind of went
through Apollo and showed you that not
all of the people on that list that I
created with filters are in fact the
right fit for my offer. In fact, most
B2B databases have that problem. Even
someone like myself who's pretty
talented and spends some time in that
list refining it, doing keyword
exclusions, probably three out of 10 of
the people are still not going to be a
good fit for my offer. And it sucks. And
there's not much to do about it except
this. And that's using AI to review each
lead and company and decide using a
prompt if they're in fact going to be a
good fit. So say you're getting five out
of 10 people on your list who are
actually a good fit. It's the right
company, the right industry, and
everything else is correct, and five of
them just is aren't relevant. Imagine if
you can eliminate that 50% of your list
that's not a perfect fit, and only keep
the 50% that is. What do you think's
going to happen to the reply rates on
that campaign? They skyrocket. They two
or 3x pretty much immediately. Now, yes,
you have a shrinking list size, but
that's generally okay. That's a good
thing, especially if you have a large
TAM. Remember, the goal here is to
eliminate leads who are a bad fit. This
will increase reply rates. It'll
decrease your spam complaints. It'll
make you look really good. It'll make
your team happy because you're not
getting f you, remove me, unsubscribe
me. This isn't relevant. It's honestly a
massive hack, especially if you're doing
cold email as a service because now your
results are so inflated because you're
only emailing the right people. So,
let's talk about the drawbacks cuz it
sounds too good to be true, right? If
you want to start using this in your
cold email campaigns, you need to
anticipate scraping two times more data
because you're going to be refining that
list using this qualification process.
So, you spend more on data collection
and then you spend additional money
actually using AI to to qualify these
leads. You're also likely going to need
a subscription to some sort of software
like Clay that does this for you. Now, I
have a lead qualification prompt here
that I use and I'm going to give this to
you. that's going to be in the resources
that you can download for free in the
free school community. But let me go
ahead and read the prompt and then just
kind of talk through my reasoning. So,
here's the prompt. You're an expert
sales assistant. Your goal is to review
information about the following lead and
their company and then decide if they're
a good fit for me to sell to. Use your
knowledge of their industry and company
information to decide if they have use
for my offer or if their business model
traditionally uses solutions like mine.
Here's my offer. I help X with Y. Insert
your offer. Here's information about the
lead's company. and then in insert the
information about the lead's company.
Now, you should have at least their
company description, their industry,
their job title, and if you're using
something like Clay, I'm going to show
you how to how to do this later on, but
you can actually say to go scrape their
website and LinkedIn and decide if
they're a good fit. Okay. Finally,
output yes or no. Do not include any
explanations or introductions. Only one
word in plain text with no additional
words or characters. Now, this AI agent
is going to go through each lead and
actually decide if they're a good fit
for you or not. Expect this to remove 30
to 50% of the leads that you put into
your list. That's a good thing. Okay, so
here's my recommended workflow for
qualification. You're going to use a
Caggent to research and qualify leads as
part of the automated list building
workflow. I'm going to be giving you all
of that here. This step here is actually
the qualification step. So, you'll see a
bunch that say bad fit. Those do not
proceed. We do not email those people.
There are other ways to do this using
tools like sheet magic and Google sheets
and just using the company description,
but it's much better with clay because
of the ability to go search the
internet. You can also use sheet magic
or instantly AI has their own built-in
AI AI service that I alluded to earlier
with those templates and that is a
lowerc cost alternative cuz you don't
have to pay for the clay fees. You still
always have to pay for the open AI fees
but those are really very low. The
drawback with any of these tools is that
they don't have the ability to go do
research on the internet whereas the
Claggent does. The pros of doing this,
you increase the positive reply rates
literally by like 200 or 300x 20 to 30%.
It decreases the spam complaints. It
decreases the negative responses and the
cons I already reviewed. Let's be
honest, your offer probably sucks. But
if you sell something that's boring,
competitive, or a commodity, today's
your lucky day, cuz I'm going to show
you how to transform any lame,
oversaturated offer into a sexy,
clickbait offer that would make even
Alex from Mosie Proud. His book is back
here somewhere. And you don't even need
to change your offer. You just need to
use this one little trick that I've been
doing for years. And this won't just
change the game for your cold emailing.
It's going to transform all of your
marketing. All right, creating the
perfect offer for cold email. How to
create great offers that make people
actually excited to respond. Love this
meme from Karate Kid. Thought it was
boring. Turns out it was the
fundamentals. Essentially, the
fundamentals always win. Now, this isn't
the sexy part. We're going to get to the
sexy part. But you need to know exactly
who you serve. You need to understand
their actual problems, their wants,
their needs. If you don't, there's no
way that you're going to make this work
even with my tricks. Then once you fully
understand them, you need to offer
something that actually fits those wants
and needs. And don't just guess, you
have to know. And if you don't know,
ask. Finally, you have to make it clear
and simple to understand. If it doesn't
at least meet those specifications, it
solves a problem and it's clear and
simple to understand, then no one can
help you. So, let's start with
understanding your prospect. You need to
understand that they're not looking for
you. You're cold emailing them. This
isn't a Google search ad where they're
searching for a solution and they click
on your link. They are unaware. They're
not hunting to solve a problem and
they're not hunting for you. And
remember, even if they're a good fit for
your offer, maybe you're emailing me as
an example to sell me some sort of cold
email software. Yes, I am a good fit for
that offer, but I probably don't need
that thing right now or I'm probably
using some other solution. You should
also understand that your cold email
prospects are usually pre-qualified.
You're doing that when you're building
the list with the filters in Apollo. How
many employees do they have? How long
have they been in business? And the goal
is to get them to raise their hand, just
to opt in and say, "Yes, I am a good fit
for that. I am in the market for that.
Give me more information." The goal is
not to get them to buy from your first
cold email. And if you make that your
goal, you're going to fail. So, with
that being said, let's talk about some
offer killers. These things will destroy
your offer and nobody's going to
respond. If your offer is super boring,
doesn't spark any excitement, they've
seen it a million times. If it's
competitive, it's the same as everybody
else in your space, and there's nothing
differentiating you. If your offer is
absurd, using insane guarantees without
any credibility, this is when people are
saying, "I'm going to generate six
figures of revenue for you or close 20
deals in the next 30 days or I'll give
you 150% of your money back." But they
don't have any social proof, any
credibility, or any mechanism to go
along with that. Instant spam box.
Lastly, if it's complex, if you're cold
emailing me to sell me something and I
can't understand what it is, there's no
way that I'm going to take the time to
try and understand it. I'm almost
definitely going to mark you as spam or
archive it. If you have a great offer,
something that's proven, you know, this
is something people want, they've
receptive to it, then you don't need to
be fancy. If it solves the actual
problem, it's unique, and you're the
only one selling it, which means it's a
blue ocean, then everything becomes much
easier. So trying to figure out how to
create an offer like that, like the one
you see on our right, that's actually my
offer. Nobody else is doing that. And if
you have an offer like that, you can
avoid being fancy. You can focus on
their problem and your unique solution.
And you don't need lead magnets or any
way to trick them into a reply. So the
best solution is a great offer. Now, I'm
understand that that's not always
possible, and that's where the tricks
come in. Now, here's where most of you
probably stand, and this is by far the
most common situation, is your offer is
both boring and competitive. If this is
you, your goal is one thing. Get your
foot in the door. So to effectively do
this, you need to understand your
prospect first. That's why we started
with the fundamentals. And then you need
to ask yourself, okay, I sell SEO
services, but what in my SEO services
does the prospect actually want? Is it
backlinks? Is it guaranteed rankings?
Maybe it's to train AI that they're the
number one in their field. Think think
about all the things that you do under
the umbrella of your service and then
break them down into bullet points and
say, "Okay, which of these is the most
desirable that nobody else is really
focusing on?" So, as an example here,
say you offer SEO services, super
boring, super competitive, and you know
that your prospects really want a
backlink from Forbes or at least it's
sexy and you think that's going to get a
lot of excitement cuz people have
responded to that really well in the
past. So, you can offer that as a
front-end offer. The front-end offer is
your foot in the door. That's the thing
that people really want. And a lot of
times, it's a one-time thing, which
obviously isn't the game plan. You don't
just want to sell somebody on a,000
bucks one time. You want them on a
retainer. But once you get your foot in
the door with that front-end offer, then
you can upsell what you really want to
sell them, which is your monthly SEO
services. So, the name of the game is
get the door open, you earn their trust,
you knock it out of the park for them,
and then you sell your core offer. Now,
here's some specific strategies if you
have one of those boring, competitive,
tough offers. The first is a loss
leader. So, this is something that you
can sell basically at cost, something
they really want, and something that
they think is expensive, and you sell it
for a shockingly low price. Let's take
my $97 done for you cold email setup
offer as an example. This is something
that I use as a front-end offer for ads
to get somebody in the door. Now, I
don't make pretty much any money on
that, but all of the back-end stuff that
I get from people who sign up, they join
my program, they buy my high ticket,
they use my mailbox infrastructure, all
of those upsells and cross-ells pay for
the cost of running this cheap front-end
offer. If we're using the Forbes example
from earlier, maybe that cost you $1,000
and maybe they think it's going to cost
$6,000. Well, if you can sell it to them
for $1,000, chances are they're going to
buy it. And if they've been in the
market and they know understand SEO and
backlinks, then they're going to say,
"Holy crap, how can you get that for
$1,000? I'll definitely buy that." You
don't make any money on that first sale,
but it helps you build trust. And then
once you knock it out of the park for
them, they're almost definitely going to
at least trust you enough to do a sales
call and explore retainer SEO services.
So, that's a loss leader. The second
strategy you can use is called a Trojan
horse. Now, if you're familiar with a
Trojan horse, this is a war technique
that was used back in the Troy days. And
the soldiers basically gave them a big
wooden horse as an offering to the gods.
Little did the people of Troy know that
all of the soldiers were in the horse
and when they let them inside of the
gates, the soldiers came out and took
over the city. So essentially what we're
doing here, we're getting in the door
under questionable pretenses. This is
where you're framing the pitch not as
you're trying to sell them something cuz
trying to sell them something like SEO
services is typically not going to work.
People aren't receptive to that. People
get defense mode immediately. However,
if you frame the offer not as a sales
pitch, but as something else, maybe it's
a partnership, maybe some sort of
partnership or referral agreement,
anything that's not a sales email is
going to increase the reply rates and
find somebody who's interested in
talking to you. One great example of
this is one of our top performing
campaigns for our PR agency. Instead of
emailing companies as a PR firm saying,
"We're going to help them get media
coverage," we email them under the
pretense that we're a journalist and
we'd love to write about their story.
Now, they're much more open to speaking
to a journalist about covering their
their story and their success rather
than a PR agency that wants to sell
them. So, there's a lot of examples of
this that you can get creative and think
about. The question you need to ask is,
how can I get in the door under a
questionable pretense where we're not
saying that this is a sales pitch right
away? And then we have a smooth
transition to it being sales. And this
works really, really well if you're able
to get creative. And finally, the last
thing that you can use is lead magnets.
And I'm going to be walking through this
in depth in its own module and we're
going to be covering how to create lead
magnets and reverse lead magnets and the
new ones that I'm using now that are
unbelievably effective. We'll talk more
about that later. Just know that that's
strategy number three. Now, if you're
new and you don't know what to sell, you
don't have an offer yet, then so far
this probably hasn't been too helpful
for you. So, I'm just going to talk to
you for a second. If you're creating an
offer for the first time, and a lot of
this is easier said than done, just make
sure that you're spending a lot of time
on this because the better that your
offer is, the easier everything is going
to be for you in business. The easier
it's going to be to get lead generation
to work, the easier the sale is going to
be, the easier the delivery is going to
be. It's it's all going to be much
easier. So, spend a lot of time and
resources on the offer and figuring this
out and doing it right. Don't be lazy
here. So, some bullet points that I want
to share with you. sell something unique
to customers that other people are
ignoring that have money. So, you don't
just want to be another SEO service or
another PR agency. You want to find some
way to differentiate yourself. And I
can't tell you what that is because if I
could, I'd just be an offer spitting
machine and I'm not. And then sell to
customers that others are ignoring. Just
make sure that they have money. So, for
example, we already talked about list
building and who are the people who are
most abused by cold email? Agency
owners, doctors, lawyers, the people
that you assume have money. Find a
segment that has money that other people
are ignoring. Now, if you have a pretty
generic skill set, maybe it's running
ads, maybe it's SEO, maybe it's cold
email, you can still take that and
reposition it into something unique. For
example, if it's SEO, maybe instead of,
you know, we we'll rank you on Google,
which is what everybody else does, maybe
we'll rank you on large language models.
So, we're going to train chat GPT or
Claude to say that you're the number one
in your industry. It can take 6 to 12
months, no guarantee. It's still unique.
Nobody else is selling that. A good
example, if your skill set is cold email
and that's what you're really good at,
instead of doing lead generation
services for somebody, which everybody
is doing, instead you can set up
influencer outreach machines for ecom
companies that still uses cold email.
You're using the same skills that you're
learning here. You're just repositioning
it in a way that's much more attractive
that companies are going to be more
receptive to. Another link here I'd like
to share if you want to dive a little
bit deeper into creating an offer, how
to outperform 99% of your competition,
my blue ocean strategy. I'm going to
link that in the resources for you as
well. So, if you want to dig a little
bit deeper, I definitely recommend
checking out this this this specific
video. Lead magnets died in 2023. Free
PDFs and videos have been replaced with
what I now call reverse lead magnets.
And I'm now using RLMs to generate 250
leads every month for the hardest offer
to possibly sell by cold email. But I
need to warn you, this strategy is not
for you if you're either lazy or
uncreative. Today, I'm going to walk you
through different types of lead magnets,
and show you how to use reverse lead
magnets to 5x your cold email replies,
lead magnets that actually work, how to
use lead magnets the right way to
supercharge your campaigns or sell your
boring offers. So, what is a lead
magnet? Lead magnets are going to be a
resource, a mini service, a free trial,
something that's related to your core
offer, but they don't solve the whole
problem. They just solve a part of the
problem for your lead. Now, in order to
make them work, they should be good
enough that somebody would actually pay
for it. And as a general rule, this is
really important to keep in mind as
you're trying to decide why your lead
magnet's not working, that the more time
the lead thinks you spent on them
personally, the more valuable they're
going to perceive that lead magnet is,
and the more time that they have to
spend implementing the lead magnet, you
know, reading a PDF, watching a video,
the less valuable that lead magnet
becomes. Great lead magnets can unlock
10% reply rates and bad lead magnets can
completely kill your campaign. So, let's
talk about when to use lead magnets. Not
everybody needs them and especially not
in every campaign. You should consider
using lead magnets if one you have a
highly competitive offer or an offer
that's a commodity. And by the way, for
those that are new to business, a
commodity is something where you're
really just competing on price and the
service itself is relatively the same.
talking about something like SEO or paid
ads. These are highly competitive
offers. And a commodity offer is more
something like health insurance or a
real estate broker. Lead magnets also
work really well if you're selling more
to smaller businesses as bigger
companies don't really want to consume
your PDF or watch your video. They just
want the problem solved quickly. And
your lead magnet will tend to perform
worse the higher up market you go. You
should consider trying this, especially
if you've tried my other copywriting
frameworks and it still doesn't seem to
work, but you need to use a really high
quality lead magnet. And you should
really only be using these if you can
actually solve a problem for your lead
that they actually want with your lead
magnet or your mini service. Now, I like
to kind of break down lead magnets into
tiers of quality. Tier three lead
magnets you should totally avoid. Tier
2's maybe. Tier ones you you should
definitely try. And then there's reverse
lead magnets. the new way to do this and
I'm going to be walking you through
that. Tier three lead magnets are things
like generic templates, videos, case
studies, white papers. These are
unpersonalized resources that can take
the lead a lot of time to consume and
implement, therefore have low perceived
value. There's some exceptions here like
AI prompts can be a really good lead
magnet as a template. Uh NADN
blueprints, automation blueprints, those
can be really good lead magnets. So
there's always exceptions. Tier 2 lead
magnets are things like mini courses,
free trials, and usable data. I would
almost consider the affforementioned
mentions like the N8N blueprints or the
AI prompts as usable data. Some other
examples of usable data is lead data.
So, one of my most powerful lead magnets
is I will give you 8 million leads for
free. I still use it, still works really
well. If you go on my site, you should
be able to see it and redeem that. And
if not, it's going to be linked down
below as well, just so you can see what
a lead magnet looks like. And then tier
one lead magnets, ones that are actually
good. Typically giving a full course,
like free access to my school community
where I also have all of my other lead
magnets for you. So now I'm lead magnet
stacking. You're almost guaranteed to
opt in by the end of this video because
one, you want all of those resources
that I'm putting together for you, the
spark notes to this, all of the
different free services and links and
resources. It's all in my free course.
So I'm stacking lead magnets to get you
opted in. Some other examples are a free
software license or a sample of your
service. Actually being able to do
something for somebody. And remember,
the more time that it requires of the
lead, the less valuable it is. And the
way to present these old school lead
magnets, I'm going to call these V1 lead
magnets, is typically you'll say, you
know, want me to send over the PDF? Do
you want me to send over the white
paper? Want me to send over the data?
They'll say yes. You send them the lead
magnet. I've actually got a couple
really powerful lead magnet videos that
I'm going to be linking for you, but
specifically I want you to watch the
perceived value magnet video. This is a
little bit more advanced and that's what
I'm going to be talking about here. So,
I now call them reverse lead magnets and
this really leverages AI automation,
some of the more advanced stuff we're
going to be learning later to deliver
custom lead magnets at scale. So,
remember version one lead magnets are
templated. You make them once and then
you can send it to thousands of people.
version two lead magnets, reverse lead
magnets, they're customized for each
person. You're able to do this at scale
using AI automation. Now, the way that I
discovered that this works so well, and
I think I'm I think I invented this. I
don't think anybody else has done this
before me, reverse lead magnets,
trademark, lead genen, J. But the way
that I discovered it was a an effective
strategy that other people were using.
They called it the Loom video strategy.
Cool. If I record you a Loom and send it
over. That was the call to action. It
doesn't really work so much anymore. and
then they'd say yes, sure. And then
you'd have to actually take the time to
make the Loom video and send it to them,
which doesn't really scale very well.
And if you use AI to make videos for
you, it's it's still not really there.
People can tell, then you lose the sale.
But I got to thinking, why did that
strategy work so well? And it was
because the prospect that you're
emailing thinks that you're taking the
time to make them a onetoone customized
video, which increased the perceived
value of that lead magnet. So, how could
you take that same principle and do it
at scale? And this is what I came up
with. Instead of saying, "Cool, if I
send you this PDF," instead, you're
going to make them think that you are
spending as much time and effort as
possible to put this together for them.
They think you spent more time, the
perceived value goes up. So, the way
that you present these is, hey, I'd like
to spend some time researching and
putting this thing together for you. Is
that okay? And the response to these has
been astronomical. It's been
unbelievable. It's been the only way
that I've been able to crack 2 or 3%
reply rates while selling cold email
services, which is historically the
hardest thing to possibly sell with cold
email. Now, I do want to advise a word
of caution. This is a little bit more
advanced and it does require some
technical skills and knowledge of AI
automation, which I'm going to be
showing you and sharing how to get some
of these templates. And for those of you
nerds that really want to learn how to
do this and get the blueprints, this is
the workflow that generates that reverse
lead magnet and sends it back to them
inside of Instantly AI. And I'm going to
be showing you how to get these
templates. I'm in the process of
transferring this whole thing into NADM.
I've been doing this for a while before
NADM was really a thing. So just a quick
honorable mention here. This is a
platform that you can use to design
ebooks at scale for just about any
industry and it's really easy to do and
implement and it's almost unbelievably
cheap. So, there's going to be a link
down in the description to sign up for
this thing. You can get in at $27
onetime payment. This is literally a
onetime fee and make pretty much
unlimited ebooks. And they're long good
ebooks, too. Look at this recent one
that we used. We obviously stopped using
this when we started using reverse lead
magnets. But if you don't have anything,
this is a great place to start. And you
can do them at scale. So, as an offer
potentially. So, link is going to be
down in the description to sign up for
this. uh it is the best AI lead magnet
generator that I've used. So if you
don't have any lead magnet and you want
to try an ebook, this is the platform
that you should consider using. Okay,
next we're going to start talking about
probably the longest module of this
entire master class and that is cold
email copywriting secrets. How to
actually write copy that converts. This
is probably the hardest thing to get
right when you're launching a cold email
campaign cuz there's so many elements,
so many things that you can get wrong.
So I'm excited to break this thing down
for you. I'll see you in just a second.
So, I've been writing cold emails for
more than 10 years. And I've wrote cold
email sequences to sell cows, gold bars,
and even dirty maid services. But
through trial and error, I've seen
hundreds of campaigns make my clients
filthy rich, and hundreds more that were
met with nothing but the middle finger.
This is everything I know about cold
email copywriting and what actually
works right now. And if 25-year-old Jay
could see the copy that we're sending
now, he would literally squirt soap in
his eyeballs. This is cold email
copywriting secrets. How to write cold
emails that reach the inbox every time
and actually get positive replies. And
to prove to you that you're learning
from the right person. There's an award
right there from Instantly saying that I
am one of the best at getting positive
replies. And here's a couple campaigns
from my own workspace all getting at
least 2% many of these getting 5 to 20%
reply rates. I know how to do this.
Nobody else in the game is as consistent
at getting reply rates as this guy right
here. Now, if you think you know
copywriting and you're a copywriting pro
and you're getting all cocky right now,
you should know that this is not normal
copywriting. Using the wrong word
doesn't just lose the sale. It ends you
in the spam box. And unlike copywriting
in an email or copywriting on a landing
page, your goal really isn't to sell.
Your goal is to identify if your lead
has a problem that you can solve. And
remember, they don't know you, they
don't trust you, and they're not looking
for your solution. So, you need to be
very aware of all of those things as
you're crafting your copy. Now, your
overall goal here, just think about this
as you're writing any of these emails,
is it should sound like an email to a
friend and not like a sales pitch. Let's
talk about my signature triple tap. This
is the way that I want you to think
about every cold email that you send. I
want you to split it into three separate
pieces, three actions that your lead
needs to take in order for you to get a
positive reply. You should split it into
these chunks as you're evaluating,
writing, and criticizing your cold email
copy. Now, there's three actions that
you need your prospect to take. The
first is they need to open the email. To
get the open, this is really done in the
preview text of that email. So, let me
show you what an email looks like.
Here's an email in my inbox, actually
meing somebody for pirating my course.
So, this is an email in my inbox. And
you can see a couple of things here. You
can see the sender name, DMCAF offenses.
You can see the subject of that email.
That's the text in bold. And then you
can see the first sentence of this
email. This is all somebody sees before
they make the conscious decision to open
that email, to report it as spam, or to
put it in the trash can. That means
you've only got really two things under
your control that are going to determine
whether or not they open that email,
which is the subject line and the first
sentence, which we can refer to as the
preview text. This is the preview of the
email. If you want to improve your open
rates, you need to change your preview
text. Now, unfortunately, the way cold
email is right now, we're not tracking
open rates and and I recommend that you
leave open tracking off. So, it's really
hard to tell if you're getting good open
rates. So, we use a proxy for open
rates, which is the reply rate. So, if
we get higher reply rates, we likely
have high open rates. We take our best
guess at preview text that we think is
going to convert and then we test it
against each other in AB tests to see
which has the higher reply rate. If it
has a higher reply rate, it probably has
a higher open rate. The second action
that your lead must take is they must
read the email. You'll have only
moments, seconds to catch their
attention and build trust before they
trash your email or report you as spam.
If you confuse them, if you come in too
hardelling, if your email is too long,
if it's confusing, if you use absurd
guarantees, if you're offensive, then
chances are they're going to report you
as spam or trash that email. It needs to
be short and you need to accomplish a
few different things in that second step
with them reading the email. We're going
to get to these in detail in just a
second. The third step is they must take
some sort of action. This is the CTA.
And I'm going to show you how to
optimize your CTA. So, by breaking it
into these chunks, now you can test the
different chunks to see how it affects
your reply rate and specifically your
opportunity rate. And for those of you
that have also seen and love Zombie
Land, I think they call it the double
tap, but this is the triple tap. All
right, the first tap is getting the
open. This all happens in the preview
text. Just like I mentioned, we use
reply rate as a proxy for open rate. So,
I'm going to show you how to set this up
with the testing so that you know which
preview text converts the best. And you
should know that the preview text, your
goal isn't just to get opens. I can send
you an email and say, "Your house is on
fire." Or, "I've taken your mother."
Chances are you're going to open that
email, but then once you open it, you're
going to say, "Hey, you want to buy my
thing?" They're going to report you as
spam probably 100% of the time. So, you
need to keep that in mind. You need to
be delicate with what you choose for
your preview text. It can't be too bait
and switchy because if it is, you're
going to get reported as spam and that's
something you absolutely want to avoid.
So, it should be related to the content
of the email, but never signal the cell.
What do I mean by signal the sale?
Before I open your email, I should not
know that you're about to sell me
something. If I do know that you're
about to sell me something, I
immediately trash it or report it as
spam because I don't want to be pitched
by email. That doesn't mean cold emails
don't work on me. they do, but the ones
that work get the open first. And for
the preview text, the goal is really for
the email to sound like it could be from
a client, it could be from a vendor. You
really don't know until you open the
email, but you have to open the email.
It's also a fun little hack that you
should definitely test. And that's
questions get opens. Our human nature is
to answer questions. If someone asks you
something, you instinctively want to
answer it. So, you can use that
principle when you're writing subject
lines and first sentences of your email.
If it asks a question, chances are that
person's going to open it out of
curiosity to respond to it. It's
actually one of the oldest subject lines
ever in the cold email world. It was
just question and then your name and a
question mark. So, it' be like question
Jay. And it got unbelievable open rates.
Now, it no longer works for people who
are used to getting cold emails, but
it's still a pretty good one to test
against because chances are it could
still be better than some of the stuff
you're testing. Here's examples of what
preview text looks like and some good
examples. So, subject line. If I'm
trying to sell cold email services, I
don't just want to come out and say,
"Hey, you need help with cold email?"
It's a question, but you can immediately
tell I'm about to sell you something.
So, instead, you might want to say,
"Sending cold emails, question mark."
That makes them think, hm, they could be
selling me something or maybe someone at
our company is sending cold emails that
I should be aware of. So, that could be
coming from a vendor, it could be coming
from a partner, and I'd be curious
enough to open that email. And then the
first sentence could be something like,
"Not sure if you're sending these or
not. Jay, mind checking?" Again, peing
their curiosity, working with the
subject line to make them think, hm,
maybe someone at our company, maybe it's
me sending cold emails. I got to look
into this and see what's happening.
Boom. They open it. And now I can try
and get them to take the second action,
which is to read the email. Another
example, is this you on Google? Just
came across this on Google. Can you
confirm this is you or not? This would
be for like an SEO agency and maybe you
pulled their SER results and have a link
to their site and when they open the
email it's, "Yeah, I just found you. It
looks like you're ranked eighth. Here's
your website. Uh, any interest in like
moving on that up that rank? I can give
you some recommendations." That way,
we've baited the open. So, is this you
on Google? Yeah. Hell yeah. I want to
open that email. Now, you've got them
reading so that they're able to take
action two and three. Remember, they
they can't read and they can't respond
if they never open. So get creative here
and make sure that you're not bait and
switching completely different things.
If you're using something like this to
get opens, then just make sure that the
content of that email is related to the
subject line. So if you're selling cold
email services, this is a good one. If
you're selling SEO services, this is a
good example. Okay, tap number two is
getting them to actually read the email.
This happens in the email body. It's
what you're actually saying after that
preview text. The goal here, keep it
short, keep it punchy, use middle school
language, and in the body of the email,
you really want to accomplish two
things. You want to call out their
problem and how you solve it, the exact
mechanism. And you need to build trust
and credibility in an authentic way
that's not braggadocious. And you can do
this in as little as two or three
sentences. Believe me, there's a lot of
really creative ways to do this. But
those two things are by far the most
important. They need to know why you're
emailing them, how you can help, and
they need to trust you. And I'll show
you some examples of how you can do
this. But it really comes down to
knowing your audience and then
personalizing the problem and the social
proof. And I'll show you what I mean by
that as well. But if you understand your
audience now, you understand their pain
points, their problems, and you probably
understand the solutions that they've
tried that they're fed up with, or maybe
the existing solutions that they're
using to solve a problem that are now
outdated. The better you understand
them, the better you can drive the
dagger, which means really kind of call
out their pain point and make them feel
it. So, here's some examples of email
bodies. I'm actually running the
outbound marketing for Lead Genj J.
After seeing their pretty crazy success,
I was hoping I could do the same for
you. Here's an article that USA Today
wrote about my methods. So, social proof
there. Well-known competitor that maybe
they're familiar with some credibility
and you're kind of calling out their
problem. You're at least calling out the
solution. The problem is obvious,
needing more leads. So, it doesn't have
to be like specific like, "Oh, you need
more leads. Here's how I can help and
here's social proof." You can get
creative with how you present this and
that's where the AB testing really comes
into play. Second part, if you already
have more qualified calls than you can
handle, ignore me. But if you're
interested in building an outbound
machine, I'd love to show you the
strategy. So remember, as you're
evaluating the body of your email, does
it address their problem and solution?
And does it establish some trust and
credibility? Now, what do I mean by
personalizing the trust and the
credibility and the problem solution?
Well, the problem solution is pretty
obvious. It's what specifically do they
deal with in their business that's an
issue. And if you understand your
audience, you understand what they're
going through on a day-to-day basis in
their company. I'm emailing cold email
agencies, for example. I know them
really well. I know the software
struggles that they have. I know the
infrastructure and deliverability
struggles. I know the problems with
retaining clients. I understand that
demographic really, really well. So, I
can speak directly to them in a really
targeted way. Now, if I'm emailing cold
email agencies, as an example, trying to
sell them some solution, what kind of
social proof do you think is going to
resonate with them? It's probably going
to be some of the biggest cold email
agencies that I've helped and how I've
helped them. So, I would namerop those
cold email agencies and the specific
results that I got for them and what
they had to say and what that
transformation was. And if they know of
that competitor or of that big name,
then it's going to go a lot further than
some random company that I've helped
that's in a totally separate industry.
Okay. Okay, the third tap, getting them
to take action. This is your CTA, your
call to action. Your goal here is to get
them to reply with a single word. Don't
send any links. Don't try and get them
to click. And don't make them have to
think. That word that they should reply
with is usually just going to be yes or
sure or send it. The goal is, can they
read it and reply with one hand in under
a minute? If they can, it passes the
test and it's a good CTA. Quick example,
would it be cool if I send over the
strategy? Person just says yes. Cool.
Now you've got a lead that's raised
their hand and said, "You know what? I'm
receptive. I'm interested. I guess I do
have this problem and I'm interested in
hearing what your solution is." That's
all your goal is with that cold email.
Get them to raise their hand. If you can
do that, the rest of it is just sales.
All right. Some golden rules to follow
for your copywriting. You want to keep
it short, six sentences max. You want to
keep it to a sixth grade reading level.
If you confuse your prospect, you lose
your prospect. You can use AI to
simplify your language as well. So, if
you're having a hard time conveying a
point, just use Claude. Open up Claude,
ask it to simplify it. Sixth grade
reading level, let them know that
they're writing cold email copy, and
it'll actually do a really good job.
Now, let's talk about tonality.
Sometimes humor works really well.
Sometimes being really stern and
professional works well. Your tone
should match the profile of your ICP.
So, if I'm emailing a cold email agency
owner, I know what that person probably
looks like. I know their gender. I know
their age. I know where they probably
live. probably some 20some living in
Miami or 30some living in Miami and I
know the tone that I should probably
take with it. If I'm too bubbly or
feminine with my tonality, it's probably
not going to go off so well. I might
actually try and use humor with that
person since they're younger, they're a
little bit more carefree, I think it'll
work versus if I'm emailing like a
fashion or a cosmetics owner, that's
probably going to be a more feminine
cold email. I want to be really
delicate. I want to use more feminine
language. And then if you're emailing a
car dealership owner, like that's a 50s
to60s sales guy and you don't want to be
humorous with him. You want to be you
want to use sales language. You speak so
that they can understand you. And if you
tell AI to adjust your tonality to fit a
profile, it'll be able to help you out
really well. Other copywriting dues, low
resistance CTA. We just talked about
that. You want to establish credibility.
Now, you're probably thinking if
especially if you're just getting
started, man, I don't have any case
studies. I don't have any testimonials.
I haven't really helped anyone in that
industry. There's a lot of other stuff
that you can use. You can use your
social media following. You can drop a
YouTube video to something that you've
made. You can use a media coverage that
you've received. And by the way, if you
want some free media coverage, it's
going to be available to you also in
those resources if you join the free
school. I run a PR company. I'm able to
do that for you as a perk of watching
this far. So, there's lots of ways for
you to establish credibility, but the
best thing is a case study from someone
in your industry and ideally a name that
they recognize. And it might be worth
you doing some free services to get that
anchor case study. Lastly, make sure
that you're specific about the problem
and solution. Nothing I hate more than
seeing a cold email campaign is, "Hey,
I'll get you a 100red leads in the next
30 days or you get your money back."
Well, you're not emailing a dummy. I
understand marketing and maybe you can,
but how? it's not even worth my time to
respond because if you were a good
marketer, you would tell me your
mechanism. So, if you're going to make a
claim like that, make sure you have a
mechanism and hopefully it's a unique
one. Copywriting don'ts. Avoid doing
these things in your cold email copy.
Don't overpromise. By overpromising,
people see right through you and you
immediately go to spam. Don't be vague
about what you do or how you do it. If
you're making a claim, explain how you
get that done. Don't confuse the lead.
If what you do is complicated, try and
find a way to uncomplicate it. have some
kind of front-end offer and then do that
front-end offer so that you can get them
on the phone and actually explain what
it is that you do. Never bait and
switch. By bait and switch, I mean tell
them one thing and then get them on a
call and tell them another thing or say
something in a subject line and then in
the body of the email say something
totally different. This is a recipe to
go to spam and you just don't want to
deal with it. And then always avoid
promotional and salesy language. All
right, let's talk about personalization.
This is using variables in your cold
email that are personalized to that
person. Like your first name, using hey
Jay in a cold email. That's
personalization, my company name, my
city. All of those things are
personalization. Some of it is good.
Some of it you should always use. Some
of it you should never use. And then
there's more advanced tactics that we're
going to be going over in the advanced
section to to really take this to the
next level. So, a couple notes here.
More is not always better. In fact, the
more personalization that you use, the
higher the chances that one of those
things is wrong or signals that it's a
cold email. A perfect example of that is
using the company name and it's got LLC
or corp at the end of it. It's not a
conversational way to talk about that
company name or maybe it's in all caps
for whatever reason. If somebody sees
that, it's an immediate signal that
they're being cold emailed. Someone did
not write this email directly to them
and it will kill your campaign results.
Now, the one personalization you should
always use is the first name. Tried and
true. Works like crazy. And the rest of
it you can experiment with. Definitely a
word of caution against using company
names and locations cuz these can make
it sound like a cold email and the
locations are often wrong and just
doesn't sound normal. People don't
usually say the location for the person
they're emailing. And be very, very
careful. AI personalization can kill
your campaigns and make people really
mean if you do it wrong. And most people
do it wrong. I would say for 95% of the
people using AI personalization, it's
hurting you rather than helping you. A
little bit later on, I'm going to show
you the right way to do it. Let's talk
about spin tax briefly. This is a
formatting that randomly shuffles words
and phrases in every email. It is now
mandatory. This is not optional. If
you're sending cold emails, you must
have spin tax. And there's really no
excuse not to at this point. Spinax
improves deliverability because these
email service providers are looking for
repeat phrases and repeat emails. and
then if it sees them, it knows it's a
cold email and it blocks that copy. So
the more spinax you have, the better and
it prevents the ESPs from flagging your
copy. So let's actually go into
instantly and show you what spinex is
and then I'm going to show you how to
generate it easily so you don't have to
worry or even think about about how to
do it or programming in this language.
Let's go into instantly AI. I'm going to
open up one of my campaigns sequences.
So the spin tax here is what you see
here between these brackets. Now, this
might look complicated and like, I don't
know what this is or how to do it. Good
news is you don't really need to know
how to do it. All you need to know is
all of the spin tags for a certain
variable are between the brackets. This
is one word that it's going to
randomize. It'll say hi, hello, or hey
at random. These lines in between words
are the separators between the words you
want to shuffle through. So, if I wanted
to write my own spinex, I would just do
double brackets and I would say random
and then vertical line. What's up?
Vertical line. How you doing? Vertical
line. Or maybe I just want to shuffle
through two. And then I can close that
spin tax here. It's really important
that you preview this so you see what it
looks like. A lot of times you will
screw up the formatting of this or you
will use words and phrases that actually
don't make sense when they are combined
with one another. So you need to make
sure to preview this. And this preview
shows you that your spin tax is correct
because you don't see any brackets here.
It actually read the spin tax correctly.
Now, what you don't see here is all the
variations and possibilities for what
could happen. So, what I would recommend
you do is copy all of your spin tax. And
don't worry, in a second, I'm going to
show you how to generate this really
easily. And then come into an AI
platform and say, "Show me all possible
variations of this email." And then just
copy in that full email. It understands
that it's spinax and it's going to show
me all the possible variations. Can't
tell you how many times people will use
a lot of spin tax or use AI to generate
the spin tax. And one or two of the
variations just don't make sense when
combined with each other. So, this will
show you what the variations actually
look like. And then you can decide
whether or not you want to use it. Let's
delete my version here. I'm going to
save. Come into one of these old ones.
Now, Instantly has built-in tools here
to help you generate spin tax if you
don't already have it. So, if you come
on down to AI tools at the bottom here,
they've got a couple really helpful
copywriting tools. One is the AI spin
tax writer, it's just going to read your
email and it's going to generate spin
tax based on what you put in there. Now,
just note this is their AI prompt. You
can do this yourself in Chat GPT or
Claude. This is just trusting that they
have the right answer. They have the
right AI prompt and it's going to give
you good results. The problem is some of
these don't sound correct. Maybe this
one does, but you really have to check
all the variations to make sure that
they chose good words and phrases. The
other thing you have to be careful about
is whether it chose words that could be
flagged as spam. So, when you're writing
your cold email copy, you want to avoid
using certain words. We're going to talk
about that in a second. But if I come
into AI tools, you also want to make
sure that their spin tax generator isn't
generating words that could be flagged
as spam. So, they've got a really good
spam words checker tool. Definitely
recommend that you use that. And within
that tool, you can highlight and replace
the words that could be flagged as spam.
They make it really simple to to write
copy and make sure that your copy is
good from within this platform. What I
would not do is use their AI sequence
writer. It never gives you good results.
You can use it as an experiment and
split test against it, sure, but don't
rely on it. I also have a SpinTax GPT
that I've designed. It's got my prompts.
It's got my list of words and phrases to
avoid. It's going to be available to you
in the resources section inside of my
free community. So, let's chat about
cold email sequences. This is the series
of emails that you want your prospect to
receive over the course of several days.
Couple overview notes before we really
go deep. The shorter the sequence, the
more leads you can reach. If the
sequence is longer, it ends up emailing
less people but more often. If the
sequence is shorter, you're able to
reach out to more people over a shorter
period of time. So, what does that mean?
If you've got a giant total addressable
market, you've got millions of people
that you can reach out to, you might
want to reach out to more people over a
short period of time, you'll generate
more leads that way. Shoot more arrows.
More likely than not, one of those
people is going to be a better fit
rather than emailing the same person
who's probably not a good fit cuz they
didn't answer your first email a second
and a third time. Important to note that
email one is almost always the best
performing email. Not always, but
usually. And the more emails you send,
the higher the likelihood that they're
going to report you as spam, which is
why now we typically stop after a three
email sequence max. Last bullet point
here, test, test, test. This is really
where you want to AB test your butt off.
And you should constantly be running AB
tests on all of the different variations
and ways to present your sequence. Okay,
a little bit of a plug here, especially
for copywriting. If you come to my
website and you come into freebies, you
can actually use my cold email AI writer
for free. I program this thing myself
based on a ton of trading data for
sequences that have actually worked. It
intakes your offer, your website, and it
develops that sequence for you. You can
use this once for free. Please don't
abuse it and try and use multiple emails
because I do pay quite a bit each time
somebody runs this. But if you are a
member of my insiders program, you can
use this as many times as you want. It
gives you a lot more information and you
can use it for clients. So, if you're
selling this as a service or you're
launching multiple offers, it's a great
opportunity to basically write the copy
for you. The other thing that I really
want to share with you because it's so
useful is inside of my lead generation
insiders. This is my paid community.
I've got a lot of special copywriting
consultations that I think are going to
be really valuable. This stuff is hard
and it's really specific. So, copy for
an SEO offer versus copy for the offer
where you sell cows. completely
different strategies, completely
different audience, and it would be
impossible to run through every single
one of them in this video. Video is long
enough as it is. But in my paid program,
people pay me for one-on-one
consultations, and I do client
copywriting examples where I'm actually
writing the copy for various types of
clients. And there's tons of examples in
here of various different types of
clients and different one-on- ons that
I've done. People have paid me thousands
of dollars for each of these one-on-
ones where we're going through their
specific challenges. So, just a soft
pitch because I I think that's something
that can really help you. If you're
stuck on the copywriting stuff and you
really want to get better at it, you
need to go through those examples. And
if you're doing this for clients, you
need access to that cold email writing
AI. I've tried every solution and GPT
until I finally had to just sit down and
train my own AI model and now it is
bomb. It works like crazy. My team
starts with it. We use it to set up cold
email systems for people. It's awesome.
All right, let's get back to cold email
sequences. The most common scenario is
the three email sequence. And this is
primarily what we're using nowadays.
Email one, we're using the triple tap
preview text, body, CTA, and test like
crazy. Lots of AB tests, and I'll show
you how to do that once we get there.
Email two is a simple nudge. And I'm
going to show you some examples of that.
And you're going to send it in the same
thread as email one. And then email
three, you can either send it in the
same thread or a separate thread, but
this is really where you want to dump
the information on them. First two
emails, you want to avoid the dumping.
Email three, dump. Cuz they might be
skeptical. They might want more
information. Now's your chance. If you
have a video explaining your service, if
you've got special features that you
think are valuable, if you've got case
study links, now is the time to drop all
of them inside of email 3. This is the
general structure that I follow.
Obviously, what you say in each of those
emails, that's the nuance. The nuance is
what changes. And then you're going to
space them out somewhere between two and
five days per email. As a general rule,
if you do that, you should be good to
go. Everything else is nuance and
testing. There's no right answer for how
long a sequence should be. I would say
max three emails. You can do as little
as one. Yeah, you can do as little as
one email in an entire sequence. That
way, you can just maximize how many
people you're reaching out to. But I
would recommend the minimum two, maximum
three. And here's what one of those
email sequences actually looks like.
We've got email one that's doing exactly
what I said. We've got email two which
is just a bump. This is what it actually
looks like. Just touching basic. If you
had a chance to review my last email,
let me know or can I pro provide some
additional information. And then email
three, less of a dump here, but normally
I would recommend dumping. All right.
So, when should you use the short email
sequences? This is the one to two
emails. You've got a large TAM, millions
of people that could be good fits.
you've got access to cheap lead data and
you want to hit as many people as
possible, which will give you honestly
the best shot at booking the most
meetings. This is good if you have fewer
mailboxes, you're trying to run a lean
system, or if you've got tons of lead
data and you want to reach more leads
faster. Extended sequences. This is the
sequences that are four to seven emails.
You should only consider using these if
you've got a really small TAM. The other
scenario where this is kind of okay is
if you have a lot of social proof and
you've got a lot of lead magnets. So
each email they're receiving, they're
actually enjoying receiving and they're
different and they're providing some
value and you have a way to opt out. If
you're using extended sequences, each
email should have some some form of new
social proof and some new value or lead
magnet. And you should be pulling at
different pain levers. Different pain
levers are, you know, money, speed,
prestige, all the different things that
could be triggering them to want to buy
your thing. You should be testing them
and see what resonates. You can also try
and employ different sales strategies in
different emails. For example, valued
dropping. Here's why it's so valuable
and stacking the benefits. You can try
and resonate with the person you're
emailing. Tell your story, how you came
up with it. Maybe they'll find some
common ground with you. You could try
scarcity. I wouldn't, but you could say,
you know, I'm only taking a few more
clients. Uh, let me know by tomorrow if
you want to get on board. It could work
depending on who you're emailing. Just
make sure if you're using an extended
sequence that you're offering new value
with every email. And make sure to stop
the extended sequences if you see spam
go up and reply rates go down. And
remember, you'll monitor that in your
deliverability testing automations. All
right, now let's talk about one of my
favorite things, which is split testing,
also known as AB testing. Some important
differentiators. There's a lot of things
that you can test. You can test copy,
you can test offers, you can test
targeting. And if you test it all at
once, it can get really confusing and
hard to get accurate results. And the
purpose of your AB testing is to get an
answer to a question. Is subject line A
better than subject line B? Is this
industry better than that industry? And
once you start overlapping too many
tests, it's hard to get concrete answers
cuz you get confounders, which are
variables that you introduce that skew
the results. So some simple rules to
follow to do it correctly. Use campaigns
to split test different audiences. This
is like industries and company sizes.
You'll have those in different
campaigns. So each of these would
essentially be a different industry or a
different company size all using the
same copy just a different audience
segment. That way if one performs better
than the other using the same copy now
you know oh that industry performs
better than that industry. And then
you'll use the AB variations to test
offers and copy. That's when you
actually come into the sequence and you
add variance. This is where you test
different subject lines, different
bodies, different CTAs, or even entire
offers completely because it's all
working off that same lead list. So, if
you're doing AB testing here, it's all
using the same lead list, which are
pulled from essentially the same filters
and variables. So, you get a pretty good
idea of which of these is the most
powerful offer or copy variation. Now,
if you're just getting started and
you're launching cold email for your
first time and you're like, I've got a
few different ideas for offers that I
could use. I've got a few different lead
magnets. Which one do I pick? Use cold
email to figure it out. So, the first
thing that you should split test is the
offers and the lead magnets. Each of
these variations can be an entirely
different offer and lead magnet, and
you'll get dramatic results. So, right
now, you can see that I'm only testing
like a subject line, a word here or
there. So, we're getting really
minuscule differences. But if you test
entirely different offers against one
another at the same time, you're going
to get big differences in results. Now,
my recommendation is do it with the same
subject line and then the body of the
email would be the entirely different
offer or lead magnet. Just a note, cold
email is a great way to test new offers
and discover who your customer avatar
is. Maybe you don't know the industry
that's going to be most receptive to
your offer. Well, clone your campaign 10
times and upload different industries to
each campaign and let's see who bites.
Here's how to split test the right way.
You want to break your cold email up
into those three parts. the triple tap.
These are the three components that
you're going to be testing against one
another. And then you're going to test
each of those chunks individually. You
only change that one part. And when
you're initially launching that test,
say you want to test three variations of
your subject line, three variations of
the body of your email, and three
variations of your CTA. Well, if you
want to test three variations of each,
then you need to test nine emails. So,
when I'm split testing just my subject
line here, I'm going to go into a dead
campaign so I can not ruin what my team
is doing. Perfect. So, here is the email
copy itself. Now, if I want to split
test the subject line of this email, I'm
going to copy the body. I'm going to add
variant. Paste the body here. And then
the subject line here is company name on
USA Today. I actually hate that they
used company name there, but hopefully
they're normalizing it using clay. I
want to try a question like that. Now,
this is three different subject lines
that I'm testing against each other. The
only thing I've changed is the subject
line. So once I launch this and I start
to see that, oh, the one with variation
C is getting a much higher reply rate. I
can infer that it's because it's getting
a bigger open rate because remember the
preview text determines open rate. So
the only thing I'm changing here is the
preview text. So if the reply rates are
higher, it probably means that more
people are reading it. So let's say I
learned that this is my best performing
subject line. And now I want to test the
body of my email or the offer itself.
Let's go ahead and copy this and do some
additional variance. The only difference
is now the preview text, the subject
line, and the first sentence are staying
the same. The only thing I'm doing
differently is changing the body or the
CTA. This way, if I'm getting a higher
reply rate on D than C, I know that it's
because of the changes I made here and
not because I made any changes here.
That is the right way to test. And you
want to launch as many variations as you
need to so that you're getting accurate
results. And now that you know how to
interpret them, you can launch tons of
tests. Now, most people forget to split
test emails two and three because
honestly, they are less important. But
split testing is so powerful that there
is no reason not to split test emails
two and three. And you should continue
to split test, not just the subject
lines and the bodies, but you can split
test entire strategies. For example, in
step three, so in variation A here, I'm
using the existing thread. In variation
B, I'm actually creating a new thread
because I added a subject line. really
simple test that you can launch that
most people don't think to launch. There
isn't an answer that one works better
than the other. It really depends on the
offer and who you're targeting. So, the
only answer is test it and find out.
Now, if you don't know how to interpret
the results, then there is something
that you can do that I kind of mentioned
earlier here and you can come into
options and actually give instantly the
ability to set a winning metric and you
would set that as the reply rate. Now,
this isn't the optimal thing to do, and
I'm going to show you why in just a
second, but it is better than not
testing at all or not knowing the right
decision to make. The way that you
should choose split test winners is you
should come and look at the specific
analytics and not just look at the reply
rate. This is the reply rate here. It
might be 2% across the board, but if you
come over to opportunities, it might be
completely different. Now, usually reply
rate and opportunity rate will be in
line with one another, but not always.
That's why it's worth doing this
manually. So, I've included a prompt
here that you can also use to have AI
write your split tests for you. But by
the time this video is released, you can
come into freebies and use my AI split
test generator. Kind of just like the
cold email writer, but trained on all of
my prompts for generating the best
possible split tests. It'll be much
better than just using the prompt. But
here is the prompt if you do feel like
using it. You're an expert in cold email
copywriting. Your goal is to help me
craft variations of the following email
to AB test. Please only test one element
at a time. the preview text, subject
line and first sentence, the body of the
email, social proof and problem
solution, and the CTA. Use various
marketing and sales strategies in
different variations, but never change
the offer in any way. Now, output 30
variations of this email. 10 variations
testing each of the three elements. Here
is the original email. And that prompt
itself will get you 90% of the way
there. Okay. What you send is the most
important factor for delivering a cold
email. As I showed you earlier and
demonstrated, the fastest way to go to
spam is to say words that trigger a spam
trap. So, how do you know which words to
avoid? Well, there's tools that you can
use, and you start to learn these
intuitively over time. But if you're
interested, there's a full list of spam
trap words and phrases that you can
avoid. It's going to be available to you
in that giant resources document. And
there's some additional tools that you
can use that I typically reach for when
I'm checking for these spam trap words.
Now, I just use my AI models that you're
also going to have access to in other
resources. But some free things that you
can use are the instantly AI. So, you
can write your copy in here and then
have instantly check it for you using
their AI tools. That didn't used to work
really well. Now, it tends to be okay.
The tool that I used to recommend and
it's free and it still works really well
is Mail Meteor's spam checker. What is
better is email guards spam checker.
You'll need an email guard account and
you can kind of come into content spam
checker. It'll actually give you scores
and it's got a more extensive list of
words to avoid. Honestly, now that
Instantly's got theirs built right in, I
don't think you'll need to use anything
else. And they also help you replacing
those spam words. So, it doesn't get
much easier than that. At at this point,
I would say let's just use Instantly.
All right, this is a sensitive topic,
using unsubscribe links and opt- out
triggers. So, 2024, the advice was you
need to use them because it's the law
and it increases deliverability. We
quickly learned that that is not true.
It actually kills your deliverability if
you use any sort of unsubscribe link or
opt out language. So, as a general rule,
avoid using unsubscribe links of any
kind. And if you must add opt- out
language, do it in a really delicate
way. And I'll give you some examples of
what you can use. Some pro tips for
email one, don't use anything that
suggests they can opt out. Friends,
don't email friends with a way to opt
out. You can take the advice or leave
it. Now, some people in the comments are
probably going to say that you need to
add a way to opt out or unsubscribe. If
people want to opt out, they'll tell you
that they want to be removed. And all
you have to do is remove them. In my
decade plus of doing cold email, I
haven't seen a single instance where
somebody got a fine for sending a cold
email, even if it violated every CAN
SPAM law. But I will tell you that using
opt- out language or unsubscribe links
in email one will hurt your cold email
results. And remember, this stuff is
hard enough as it is. You want to give
yourself every chance to be successful.
However, if we are using an extended
sequence and we're sending three emails,
four emails, five emails, you want to
make sure to tell them that they can opt
out. And this is how I'll generally
present it. If I'm barking up the wrong
tree, just say away and I'll remove you.
Be careful not to use the word
unsubscribe because again, the ESPs know
what that is. They're going to detect
that it's a cold email and send you to
spam. But what a lot of people don't
realize about emails two and three is
that you're already in the inbox. If you
do email one correctly, you've already
made it through the spam filters. You're
already in their primary inbox. In
almost every case, Google and Microsoft
aren't going to take you out of their
inbox and put you in spam the third time
that you send them an email. So once
you're in the inbox the first time, you
can send a link. You can add optout
language if needed. That's why instantly
has this specific feature which is send
first email as text only so that you can
send other stuff in emails two and
three. So what about sending calendar
links or other links? Well, generally I
like to avoid sending any links in email
one plain text only. Remember email one
your goal is to get inside of their
inbox and avoid spam at all costs. Now
once you're in the inbox, like I said,
emails two and three also likely to be
in the inbox. So at this point you can
consider sending links after email one.
Now my recommendation is don't hyperlink
anything. You want to send highly
authoritative links such as a YouTube
link, a Calendarly link, a Loom video.
These are links that are going to
establish trust. People are familiar
with those websites and they know that
they're not going to get a virus by
clicking on a Calendarly link. And
remember that the reputation of the
domain affects the deliverability and
warnings. So, if you're a brand new
company and your website is cold
emailmonsters.com,
if you're sending them a link to your
GHL calendar and it's cold
emailsters.com/book,
it's going to have a much higher chance
of going to spam and it's also going to
have a less of a chance of getting
clicked because people don't trust that.
They don't know what it is. So, if
you're going to use links, make sure
that they're links people are familiar
with and willing to click on. Can you
send pictures or videos? Well, the
answer is probably going to surprise you
and it's that if you think it'll help
get the point across, demonstrate your
offer and improve reply rates, then go
ahead and try it. Run a split test, just
not an email one. But the overall
recommendation is no, we don't do it,
but I've done it successfully. For
example, have a client and they sell
commercial window replacement and
installation. Now, they identified a
problem that these commercial companies
are having with their existing windows,
and it's really hard to explain with
words. Really easy to explain with a
picture. So, we used it in email, too,
and it worked like crazy. We got a ton
of replies from that. Not all pictures,
not all videos are bad. Just make sure
that you're testing them and make sure
that you're not using them in email one.
And if you want to send a video, make
sure that it's a Vimeo or a Loom or a
YouTube. And a really good way to
approach the video situation if you want
to do it in email one is ask them if
it's okay to send them a video. That's a
really good CTA cuz all they have to say
is yes and then you can send them that
video. Another really important
deliverability point once they reply
it's no longer a cold email. You now
have an open dialogue with that person.
The ESP sees that. You can send them
whatever you want. It's now an ongoing
conversation. This is the same reason
you want to respond from the instantly
unbox and not do mail forwarding to a
different mailbox and then respond from
that other mailbox because it's now no
longer a dialogue and it's the first
time you're sending an email from that
mailbox to that lead. That probably made
more sense on the whiteboard earlier.
All right, so what about can spam laws?
The CAN spam act is basically a consumer
protection act and it dictates how you
can send cold emails. It's basically
saying cold email is legal as long as
you do it this way. some basic
requirements that are relevant to you.
And feel free to go watch my video on
CANSP SPAM breaking it down in detail,
but I don't think you need to. All you
need to know is they need a way to opt
out. You need a mailing address. If they
say stop or ask to be removed, you must
remove them. And the most important fact
of all, I've been doing this for over a
decade. I've worked with all of the
biggest cold email names in the
business. I've built hundreds of cold
email systems, a lot of which do not
follow those rules, and I've never heard
of a single violation. I'm about to show
you something pretty crazy. So, this is
a psycho person. It's a lawyer that we
sent a cold email to, and this was her
reply, report of abuse and violations.
She ended up being a lawyer that
basically attacks cold emailers. And she
emailed Google, Microsoft, she emailed
our domain register, our do our website
host, everybody saying, "These guys are
in violation of CAN SPAM Act of 2003.
Shut them down. Find them." She emailed
every authority. And I was actually
really scared because this happened in
2022. I thought we were gonna get fined.
I thought they were going to shut down
our website. I was so scared. After all,
she's an attorney. CEO Institute for
Social Internet Public Policy. That's
right on her signature. So, this
absolutely terrified me. And I thought
this was the end. We could can't send
cold emails anymore. And then we waited
and we waited and we waited and nothing.
Not an email from Google, not an email
from GoDaddy, not a single thing
happened. This is about as close as you
could possibly get to a real infraction.
This is a an attorney emailing all the
proper people with the proper evidence
and nothing happened. All right. Now,
let's talk a little bit in detail about
actually setting up your email
campaigns. So, there's a lot of nuance
when it comes to actually building these
sequences the right way. And there's a
lot of places that this can go wrong.
And if you're looking at this right now
and it's probably confusing you and
you're wondering why I haven't touched
on this yet, it's because I wanted to
dedicate some time to it. So, setting up
email campaigns. First, you want to
upload your leads. This is so that you
can actually use variables when you're
building cold email campaigns. I'm going
to show you what I mean by that when we
do a live campaign walkthrough. In fact,
let's skip this and let's get closer to
the walkthrough. Subsequences. So, these
are really powerful automations that you
can use to automate a lot of the the
replies, and they work handinhand with
the sequence itself. I'm going to show
you how to set these up as well. They
work on specific triggers or tags, so
you can automatically add somebody to a
subsequence. All right, so let's go
ahead and do a full campaign
walkthrough. So, you obviously seen what
it looks like when it's fully developed.
Let's go ahead and start one from
scratch. I'm going to do this in my
personal account. So, let's go ahead and
add new. I'm going to start a campaign
from scratch. You can just follow along.
This is going to be cold email
masterclass test. I like to name the
campaign by whatever industry or offer
that I'm using. So maybe this is my $97
offer and maybe I'm targeting, you know,
marketing agency owners. This way you
know exactly who you're targeting and
what the offer is, which is essentially
what you test in the in the campaigns.
Now, if I skip this lead section and I
go right into sequences, which is what a
lot of you are going to want to do, like
let's just start copy and pasting copy
in here. you're not going to be able to
do a few important things, uh, which is
when you click on this lightning bolt,
you're going to see placeholders come
in. So, if you want to want to use
placeholders, whether it's AI,
personalization, first names, cities,
you're going to need the leads to be
uploaded first. So, the first thing
you're going to want to do is add leads.
I'm going to go ahead and do this just
as a placeholder. I've got a few
doctor's list I can upload here. I'm
just going to go ahead and upload these
and then delete them when I'm done. So,
as I'm uploading, this is actually
important to to mention. Come through
and make sure that you're importing any
variables that you plan on using for
your campaign. This is especially
important if you plan on doing API calls
to do something with this after. So, for
example, if you want to run my reverse
lead magnet sequence, then you're
probably going to need their domain. So,
you can mark that as website. If you
want their company description or
keywords, then you can import this as a
custom variable and it's going to create
that keywords variable. You can select a
lead owner, check for duplicates, and
I'm going to go ahead and upload all.
You can also verify it here if you want.
I pre-verify them, so I don't worry
about that. Looks like websites been
selected multiple times, so let's just
get rid of it. I'll make it a custom
variable. Okay, cool. It's going to go
ahead and upload those leads. It's only
88, so it should be quick. What it's
also going to start doing is checking
the status of these leads. It's going to
check what mailbox provider they're
with, and you're going to get more and
more data as instantly processes these
leads. Now, if I wanted to add some sort
of AI variation, I can click on that
brain, do company name cleanup or run
any of these other prompts, and it's
actually going to import that as a
separate column here. But now what
you'll see is I can come into sequences
and now when I try and hit that
lightning button, now I've got my
placeholders. So, what I'm going to do
is I'm going to write my subject line.
Uh, let's use question. Import their
first name. And then what I want to do
in that first sentence is again, but I'm
going to reach for a different variables
here. Hey, first name, what's going on?
Had a question about your email
campaigns. Got a minute? Now, the other
thing that I want to do instead of copy
and pasting my signature into each of
these, I actually like to use the
signature variable. So, you'll see
account signature here. That's actually
going to import my signature from my
mailbox. So, I set that at the mailbox
level in bulk. Let's go ahead and save
that. And now I want to run some AI to
make sure that I'm using spin tax and
that I'm not using any banned words. So
I'm going to come into AI tools. Let's
do an AI spam words checker. Got a
minute. Do you have time to chat? Sure.
Let's go ahead and make that change.
Let's apply. Let's go into AI tools
again. Let's use the spin tax writer.
Now it's going to generate some
variations. Let's preview it. Hey Jason,
what's going on? I was wondering about
your email campaigns. Are you available
for a quick call? Cool. Let's go ahead
and save that. And then let's come up
with some different variations with some
different subject lines. So, I'm just
going to go ahead and create some
variations here. Let's do one without
their first name. And let's do a totally
different subject line here. We're going
to go ahead and save all of these. And
now we've got step one ready to go. This
is what it's going to look like. It's
got my signature already imported. We
can go ahead and do a deliverability
score on it. So, it's going to see how
it performs. Awesome. 100 out of 100.
Now, we can add step two and step three.
up here where it says subject, leave
empty to use the previous steps subject.
That means it's going to come in the
same thread as email one. I actually
really like doing that with email 2 just
as like a little bit of a bump, little
bit of a reminder. What's up? First
name. Did you catch my email yesterday?
And if I'm saying yesterday, you want
the send message to be one day. If you
want to say a few days ago, you can set
that to 3 days. Test a bunch of
different stuff and see what works. It
was about your email campaigns. Got a
minute to chat. If I'm barking up the
wrong tree, just say wrong tree. Throw a
little humor in there depending on who
I'm talking to. Uh, we don't need a full
signature for this one. I'm just going
to go ahead and say J. We're going to
save. We're going to do the same thing.
We're going to do AI spin tax generator.
And we're going to check for spam words.
Looks good. Awesome. We'll add more
variations here and then do a step
three. So, I like to wait even more
days. So, if that's three, let's do five
here. And then we'll just do the same
thing here in step three. configuring
additional AB variations, testing
whether it's in the same thread or
different threads. That's essentially
how you build an email sequence. It's
also important to note that you can save
templates. Um I tend not to, but you can
go through some of their different
templates to get ideas and then if you
want to save your own template, you can
go hit this dropown and save as
template. That way you can just call it
later on or in other campaigns. You
don't have to worry about copy and
pasting. Some other important notes
here. If you're in email 2 and you do
want to drop an image, then you can come
into more rich and insert image here.
And then you'll just drop the link to
that image. Okay, that's all you should
need to know to get kicked off. Now,
schedule. This is when the cold emails
are being sent. You can just leave this
as the default. This honestly doesn't
matter too much. And then options we
talked about in the cold email
configuration. And then options we
already talked about pretty extensively.
So that is sequences. And then once
you've launched it, so let's go ahead
and I'm going to click resume campaign.
And once I do, you'll see that
subsequences just popped up. Now I have
the availability to add some of these
subsequences. And if you remember from
earlier, these are sequences within
sequences. So for example, if in email
one, I I want to say reply video and
I'll send over a custom strategy. This
is a really good way to get them to say
video and then trigger an additional
email. So video trigger as a subsequence
and then you can do it if the the text
contains the word video. You can say
videos or maybe they spell it wrong and
you use video. You just want it to catch
all of that stuff. Can also just do this
generally if somebody's interested and
then it'll add them to that subsequence
automatically. And this works exactly
like you think it would. It can wait
usually zero days cuz you want to
respond as quickly as possible. Do you
want to send it in the same thread they
replied to? Do you want to open up a new
thread? Usually the same thread. And
then it can continue following up with
that person for you automatically. We're
back. You might notice I've changed.
Yeah, I've been recording this thing for
4 days. So, don't ever say that I don't
care about you. Most people would charge
a lot of money for a course like this.
I'm giving it to you for free. And I'm
giving you all of the resources that go
along with it for free inside of my free
school community. The link is down
below. You'd be stupid not to opt in and
grab all those free resources. Okay,
we're kicking back off with campaign
analytics. Now, this is one of my both
favorite and least favorite things is
tracking and data. But if you get really
good at this, then you're going to have
a superpower and a massive advantage
against your competition that aren't
tracking the results the right way and
their expectations are all messed up.
So, some bullet points to start off with
campaign analytics, and this is going to
be like cold email analytics in general.
You need to monitor them closely. You
don't just want to guess that
something's working or not working.
based on like sentiment in the uni box.
You really want to have concrete data
and Instantly does a really good job
with the data, but you need to know how
to use it and you need to know what to
look for. So, that's what we're going to
be talking about today. Specifically,
what's a high performing campaign? When
is a campaign solid and good enough to
scale? What's a bad result? How to dig
into those AB test variations? What are
some realistic expectations for you or
for your clients depending on what kind
of campaign that they're running? All of
that we're about to chat about. And then
what do you do if you see a sudden drop
in results? What are some of those alarm
bell signs that a campaign has died and
you need to go and resuscitate it right
away? All right, let's talk about these
high-erforming campaigns. Now, I've
showed you some already that are getting
absurd reply rates, some in the 20
percentiles. Is that realistic? Is that
something that you can expect when you
launch your cold email campaigns?
Absolutely not. And anyone who shows you
what I call instantly porn, which are
campaign analytics where you're getting
10 to 20% reply rates, you need to know
that it usually fits into one of two
buckets. It's usually a really targeted
signal campaign, such as the one that I
shared with you earlier where I'm
monitoring my spam box and sending them
a cold email if they land in spam.
That's a really high performing
campaign. The problem with campaigns
like that is they're super limited on
data. I can't scale that indefinitely. I
can't upload 10,000 people that have
emailed my spam box and expect it to
perform at that same rate. The other
type of campaigns that can reach reply
rates greater than 5 10 15 20% are
typically really targeted lists. So, one
example I I already shared with you was
our Inc 5000 campaign. After we won the
Inc. 5000 award for Otter PR, we scraped
the list of other winners. There's 5,000
of them. And then we reached out saying,
"Hey, congratulations on your recent
win. we were just, you know, at the
conference in California. Sorry we
couldn't connect with you. We won as
well. Would it be okay if we jumped on a
call and I helped you with this thing?
That campaign was a high-erforming
campaign. Again, the problem with it,
it's a targeted segmented list. So, one
thing you should think about is how can
I build as many of these high-erforming
campaigns as possible by latching on to
as many of these high-erforming signals
and maybe targeted lists that exist. And
we're going to talk about doing all of
that towards the advanced section. But
you should know as you're getting
started, you shouldn't worry about
these. You should totally ignore the
instantly porn because that's not going
to be a likely result for you if you're
scraping data from Apollo and pitching
them with your generic offer. Even with
lead magnets, there's almost no way to
hit these types of reply rates. Now,
some of the metrics that you see on this
slide, open rate greater than 70%. I
only know that because we used to track
open rates and that's around what we
were getting. Some of them as high as
90%. Reply rates greater than 5%.
Obviously, I've tracked up to 22% reply
rates, and I can show you a current
campaign that's getting that. I think my
spam campaign is getting around 22%
reply rates. But anything over five
should be considered a high performing
campaign. If you see a campaign getting
over 5%, you should immediately flag
that and say, "What is working here?
What am I doing? And how can I do more
of it?" Now, if you're getting a 5%
reply rate, but only a couple
opportunities, and most people are
saying, you know, go f yourself, then
it's not a high-erforming campaign. So,
I had to put opportunity rate in there
as well. A lot of these do need to be
positive opportunities. All right. So,
what is considered a good performing
campaign? What should you shoot for? If
you're using generic Apollo data, you're
using filters, you're doing it properly,
you're cleaning your data, you're using
a a good offer, potentially with a good
lead magnet, what can you possibly
expect? Well, typically those will get
around a 60% open rate. Again, we're not
tracking open rate. This is from
historical experience. And you should
shoot for a reply rate of around 2%. And
honestly, anywhere from 1 to 2% is
considered a good performing campaign.
Something that you can scale. And again,
you need to have opportunities in there.
It can't just just all be, you know,
wrong person, wrong contact, contact
that person. Those should not be counted
towards your reply rate. Those are
opportunity rates. So, you do need to
have around a 1% opportunity rate to
want to scale that campaign. What would
I consider a low performing campaign?
Well, typically if an open rate is under
50%, usually in like that 40 to 60% open
rate range, that typically means that
we're inboxing, but people just don't
want to open it. Again, historical
experience, we don't track open rates. A
reply rate of less than 1% and an
opportunity rate and less than.5%.
That usually means it takes us hundreds
of emails to book a call. And depending
on who you're trying to book emails
with, that's not such a bad thing. And
this is going to be the theme that I
really want you to think about when it
comes to looking at your analytics or
maybe you're doing this for clients and
you want to set expectations the right
way. There are so many variables that
are taken into account when I'm trying
to determine what to expect with an
opportunity rate with a campaign
success. Some of those variables are
obvious and we've already talked about
them. Who we're reaching out to. If that
person is somebody who is targeted by
cold emails really frequently, campaign
results go down. If they're giant
companies, campaign results go down. If
you don't have a unique and competitive
offer, campaign results go down. If you
don't have a good lead magnet or you're
asking too much in your CTA, campaign
results go down. But honestly, the
biggest tell is who you're reaching out
to. So, just a note, especially if
you're managing clients and you want to
give a guarantee, it's really hard to do
until you have all of that information
in front of you. You need to learn about
the offer, learn about the target that
they're trying to reach. And even if you
do have all of that information, if
you're not targeting a segment where we
have a lot of historical information
about what to expect, it can be hard to
predict. If you're interested in getting
some of those industry standards, like
maybe you're running a staffing and
recruiting offer, maybe it's a marketing
agency offer, and you want to know what
those industry standards are, you need
to get the resources that are inside of
this course document. It's going to be
here for free inside of my school
community. It's just school.com/le-gen
and it's going to be pinned here at the
top. It's not here now. because I'm
waiting to finish this video to actually
make all of the resources using
everything that I'm basically saying
here. So, if you haven't already,
download that now. Okay. So, now we can
talk about mailbox analytics. You can
check the account analytics inside of
instantly and the analytics section. So,
let's just walk through this briefly.
So, this is my PR agency account. We're
going to come into the analytics
section. Now, remember, you can access
analytics in two places. You can do it
in the campaigns section uh where you
can just go campaign by campaign, get a
broad overview, see what's going on, and
then you can open up each individual
campaign and get analytics for the
specific segments and split tests. But
let's go into the broader analytics tab
first and see kind of what options I
have and what I'm looking at. I'm going
to change this to the last 4 weeks
because I'm most concerned with what's
going on recently. All right, so let's
break down these different elements so
you can at least understand what you're
looking at. Total emails sent. This is
actually one of the main metrics that I
track with my team. It's up to my team
to make sure that our campaigns are
active and sending and if a campaign
finishes, they get more leads in there.
I don't do that personally. My team does
that. So, I'm tracking this on a week-
toeek basis to make sure that they're
doing their job and we're sending a good
amount of emails. So, right now we're
doing about 700,000 every four weeks
just from this account. We've actually
got two more workspaces that we're doing
different stuff in. You'll also notice
that open rate and click rate are 0%.
Why do you think that is? That's right.
We're not tracking either of these
things. Tracking open rate or click rate
adds tracking code into the email and
that destroys your email deliverability.
So, this should be 0%. And if it's not
0%, you need to go and adjust your
settings because you're doing something
wrong. The next thing we look at is
reply rate. Reply rate is probably the
most important metric that you're going
to be looking at to determine a
campaign's success. Opportunities matter
a lot, too. But typically, opportunity
rate and reply rate will be 1 one. So,
the only time the opportunity rate and
the reply rate are not one is if you're
using very different offers or very
different lists. But in most case, they
will be one to one. All right. So,
campaign analytics, self-explanatory.
This is the campaign. What I just showed
you in the slide was account analytics.
And we kind of touched on this earlier.
This really just looks at mailbox
health, but not even health. It's really
saying how many emails this is sending
and how many replies it's generating.
Good combined score means that mailbox
is performing well. If you come to the
bottom, then there's a good chance there
might be an issue with some of these
mailboxes. So, one thing that might be
worth checking is coming down here and
saying, "All right, why is this combined
score not as high as some of the other
ones?" All right. So, what if you're in
your Instantly account and you're
looking through your campaigns and you
see one campaign just doing horribly and
you want to know why. You want to
investigate that campaign. Let's open up
the campaign and let's see what's going
on here. Now, if you followed my advice
so far, then you made your life easy and
you just put all of your mailboxes on
all of your campaigns and you're letting
instantly cycle through them and do its
thing. If you're doing it that way, then
you're probably not going to see
anything useful here in account
analytics because they're all cycling
through everything and you're not going
to be able to tell what the root cause
is. So, how do you know if you have a
problem with deliverability or a problem
with the campaign itself? And then if
the problem is with the campaign itself,
where is the problem? So, let's say this
campaign wasn't working. So, the first
thing I'm going to do is go into my lead
list here. Now, I want to know if I'm
actually emailing good people. So
there's definitely a chance that you
pulled a bad list from Apollo. And if
you send emails to a bad list or to
people who aren't relevant, you've got
no chance of winning. So the first thing
I do is come and I skim my lead list and
say, "Okay, do do these companies look
like they would be a good fit for me."
And if you import more information about
them, then you're able to tell a little
bit more about these companies. I'm
looking for any trends. Uh, you know,
Google, a lot of these are Microsoft, we
got a a Yahoo. So, it's good to know
here what providers that I'm emailing
because maybe for that specific
provider, I'm landing in spam. That's
absolutely possible. And then what's
going on with the statuses here? Are a
ton of them saying not interested? Are a
lot of them contacted? Are any of them
bouncing? These are all really important
things that I need to know, especially
if they're bouncing. Now, if everything
looks normal here, you don't see any red
flags, then you can come and let's judge
your copy. So, it might be something
that you're saying in the copy that's
landing you in spam, or there's
something else that can happen that's
not landing in spam that you may as well
be in spam. So, an email might end up in
your inbox, but it might show up with a
big flag on it. So, if you've ever
opened an email and you've seen
something like this, maybe it's in your
inbox, but you see this message seems
dangerous or be careful with this
message. That can definitely happen when
you're sending cold emails and you'll
never know that you're in spam because
the deliverability test won't tell you
that you are. And this is like a death
warrant for a cold email. If you see
this, you're basically screwed. So, what
you want to do is do a deliverability
test with your specific copy from one of
the mailboxes in the campaign. So, you
can start with the top level test if you
want. Just come into preview and then
check the deliverability score. But
honestly, that's really not going to
tell you the information that you need
to know. What you're going to want to do
is log in to one of these mailboxes and
then copy this copy here and put it into
Glock apps and then do an actual test
with this copy from that mailbox and see
what happens. And a little added bonus
for that test, also send that email to
yourself at various other business
emails and personal emails and see how
it shows up. If it shows up normally,
you're in the clear. If it has a big
flag on it, then you should be a little
bit scared. If all of those tests are
clear, then it's probably just your list
and your offer. And then you can go back
to the three pillars and just work on
refining your list better, finding
better leads, and then you'll want to
refine your copy. Split test different
preview text, split test different
bodies, and split test different calls
to action. All right, so that's how to
check if it's a mailbox issue versus a
campaign issue. If it's a mailbox issue,
you'll probably see it inside of your
inbox placement testing. But this is not
going to be testing the specific copy
that you're using in that campaign.
That's why that Glock apps test becomes
so important. We just talked about
testing your mailbox deliverability for
low performers. And if all of the
mailboxes in that specific campaign are
having issues, then it's the campaign's
fault. And remember, the inbox placement
testing does this automation
automatically. But if the mailbox is
having issues, then you can remove it
from the campaign and warm it and then
put it back in once it's performing
well. And all of that is automated now
with the inbox placement testing. Just a
little bit about link tracking. We're
not tracking links now. So back in the
day, I used to advise to track links and
each link click that you got was
essentially somebody that was interested
in your offer that you could pixel and
serve retargeting ads to. We'll talk
about that more in depth when we get to
the advanced section and talk about omni
channel. But right now, we want to make
sure your link tracking is disabled. So,
if you are going to use links in emails
two and three, cuz we're not using them
in email one, make sure to come into
options and make sure that open tracking
is disabled and link tracking is
disabled as well. All right, we've done
most of our analytics walkthrough, but
let's do a couple of additional things
specifically with the split testing.
Now, if I'm in the campaign analytics,
and to be honest, this is where I spend
most of my time. I never really use this
analytics tab. I'll come into the
campaign analytics because that's what
I'm most concerned about. And I'm most
concerned about my split test results.
So, some things to to notice here. We've
got reply rate. I've got positive reply
rate cuz that's really important to me.
I've got opportunities. And if you want
to adjust what displays here, you can
just click on that gear icon and add or
remove things that are important or not
important to you. like conversions. We
don't track that inside of Instantly.
It's not an important metric for me. And
by the way, you can export these really
easily by hitting that share button. So,
if you've got clients that you want to
share this with, you can change the
name. It's a a really cool analytics
dashboard. All right. So, I just opened
up a campaign with a couple of split
tests that are actively running. So, we
can actually make some decisions in real
time. So, as you can see, we've got a
few that we already turned off because
they were underperforming the control.
So, you should always have a control.
You should have a standard that you use
and you kind of know what to expect the
the predictable best performing
campaign. That way when you're creating
these variations, you can test against
that control and make easy decisions.
But let's take a look here. Looks like
these two were recently turned off. I
didn't do this. My team did this. And I
know that because they've sent just
about as many emails as these guys. So
what I'm looking at here, these all kind
of got 2% reply rates across the board.
The difference is this one specifically
is getting way more opportunities than
the other ones. So even though this one
has more replies, this one has
significantly more opportunities. So I
think I have enough information here to
go ahead and turn off variation D. Now,
you should note while we're talking
about AB testing that there's something
called statistical significance, which
essentially means, do you have enough
data to conclusively decide that that
decision is the right decision? And
there's equations that you can pop these
into. But if you're on the fence and
you're not sure if it's the right
decision, I can go ahead and take a
screenshot of these two. And watch this.
We're just going to go into chat GPT.
I'm going to add this image. So I said,
does this test have enough statistical
significance to choose a winner looking
at opportunities as the key metric and
it'll actually run that equation for you
and just tell you whether or not it's
safe to choose that that option over the
other option. This one says no. It's not
quite there. Now, you can decide whether
or not you want to want to use that
advice, and it's typically based on
power. Power basically means, do you
have enough data with a big enough
difference for this to count as
statistically significant? And you can
wait for it to get higher and to make
that decision, but I'm just going to go
ahead and eyeball this, which is
probably not the right thing to do for
giving advice to you. You should
probably wait until it's statistically
significant. But this is likely going to
be the better performing campaign. All
right, step three also has a test
running and it's good that we started
with this one because there's a pretty
notable difference here. Now, let's look
at step three. They have essentially the
same reply rate and essentially the same
opportunity rate. So, at some point, you
probably have to say, you know, this has
sent a lot of emails. There's probably
not going to be a difference between A
and B. They're not different enough. you
need to add a bigger variable that's
going to make a bigger difference in
that specific split test. So, what I'm
going to do here is turn off variation
B. And honestly, it doesn't matter which
one. I don't think there's there's going
to be a difference when it comes to the
results between A and B. And now, as a
new test, I'm just going to go ahead and
copy this copy, put it here, and I'm
going to try and do it in a different
thread versus the same thread. That's a
really good test that you can run on
email 3. So, I'm just going to add a
quick subject line. Yes or no. That's a
good one to test. And then we'll let
that collect more and more data. Now,
important to note while we're in
analytics, I kind of mentioned this
earlier, but if you come into
preferences and scroll all the way down,
make sure use version 2 analytics is
turned on. I don't know why they don't
do that by default, but it does give you
more accurate reporting. All right.
Next, I want to talk about something
really important that's often
overlooked, which is actually managing
your cold email system. How we make sure
that our system stays oiled and
well-maintained. So, yes, Cold Email has
literally automated our entire marketing
strategy, but I'd be lying if I told you
that it was just a set it and forget it
thing. It's not. It's a welloiled
machine that requires maintenance and
care, some tender love and care. Now,
I'm now going to show you exactly how we
run our cold email systems that send
over a million emails every month. And
I'll show you how to automate as much of
it as possible. All right, so managing
your cold email system. We're at a point
now where we have our team that's in
there responding to leads, making sure
that it's wellmaintained. So, there's an
SOP that we give to our team. And here's
essentially what it entails. We have one
person who's basically in charge of
responding to interested leads. I'll
show you how to automate as much of that
as possible. Another person who's in
charge of adding new leads, deleting old
ones, recycling leads, and doing the
continuous improvement and testing. So,
typically an optimized machine has those
two people. and I haven't seen a
situation where they're the same person.
Now, if you followed my instructions so
far and you're ready to start your cold
email machine for the first time, this
is essentially the order in which you
should do it. First, once you've got
your mailboxes uploaded, you should do a
health check on all of your mailboxes
and sequences. Run through and do
testing just like all of those points
that I I showed you earlier. Test the
DNS records, test the deliverability.
All of those things should be done prior
to actually pushing the start button.
You should make sure that your mailboxes
are set to slow ramp with a max of 20
per day. Just to show you what that
looks like, you're going to come into
your mailboxes, your mailbox settings,
daily campaign limit set to a max of 20
as you're getting started. Once it's
once it's ramped, you can go up from
there. Max 20. And then make sure
campaign slow ramp is on. If it's not,
it'll go from 0 to 20 immediately. And
that's a red flag for spam. You want to
make sure that your domains are at least
30 days old. You have a 100% health
score on all of your mailboxes. and your
spin tax and your personalization are
all in place and they look good. Go
through the copy, test the copy, send
some deliverability tests with that
copy. Then you're going to tag your
mailboxes and add all of those mailboxes
to a campaign. So let's say they all
have this Google legacy tag. I'm going
to come into a campaign, come into my
brand new campaign, come into options,
and just add that tag. And that tag will
automatically pull in all of those
mailboxes. Make sure those advanced
deliverability settings are enabled.
They do help a lot, especially when
you're getting started. And just to
reiterate some of those advanced
deliverability settings, you're going to
come into your settings. You're going to
come into preferences, sorry, advanced
deliverability, and make sure hostile
prospects are being skipped. Unlikely to
reply, you can either skip or send last.
And then in the campaign themsel, come
into options and then deliverability
optimization. Those are checked. And
then at the bottom here, allow risky
emails. Make sure both of these are
unchecked. You do not want to allow
risky emails. Finally, the number one
thing that you need to do is make sure
that the app is downloaded and that
you're going to get positive reply
notifications. So, we already kind of
talked about those positive reply
notifications. You want to make sure
that you are the owner or somebody is
the owner of that of that specific
campaign so that they get those
notifications. And then at the very
least, you come into preferences, email
preferences. You make sure that positive
reply notification is turned on. Again,
ours is turned off because we use some
advanced automations which I will show
you soon. Now, by far the most important
job that you have when you're running
and maintaining your cold email machine
is responding to your interested replies
fast. This is the most important thing
that you need to do and this is the
number one area where my clients drop
the ball when we deploy their cold email
systems. You should be using the
instantly unbox. You should be getting
those positive reply notifications. You
should have the Instantly app downloaded
on your phone so you can get there and
reply as quickly as possible. You should
reply fast within five to 10 minutes if
possible and personalized if you can. I
mean, actually read their reply.
Actually go look at their company and
then say something personalized to them
instead of just reaching for a canned
response. But speed is more important
than personalization. If you can get
there fast with a canned response, I
care about that much more than you
taking hours and coming up with
something personalized. And then if you
want, use the instantly CRM to track
your opportunities. Especially as you
have more and more opportunities coming
in and you have somebody in charge of
replying, you can then put somebody in
charge of managing this CRM so that
they're constantly replying to people
and moving people through and just
keeping track of those opportunities and
deals. All right. So, what should you
say in a reply? Here are some basic
principles that you can follow when
you're replying to cold emails.
Important to note, once somebody
responds, the next email that you send
to them is no longer a cold email. It's
now a warm email because you have an
active conversation and you can send
them basically whatever you want. So, if
you get them to reply, now you can send
them that link. Now, you can send them
that image. Now, you can send them that
video. Now, you can say the word sale
and fast and deal, things that you can't
normally say in a cold email because
it's not going to get delivered. Now, it
will. And just to reiterate, we're not
using mailbox forwarding for this
reason. If you do mailbox forwarding and
you reply from a different mailbox, it's
now a cold email again. Now, they're
going to want to keep the conversation
in the uni box until they take some sort
of action. So, a lot of people will get
that interested reply and they'll say,
"Cool, they're interested. Let me just
add them into my CRM into a drip
sequence." You don't want to do that
because now they're getting an email
from some domain that they haven't had
any interactions with and they're not
expecting that email and it's not coming
in the same thread. So, it's just not
what you want to do. It's not best
practice. You should keep the
conversation inside of the uni box until
they take some sort of action. You're
trying to push them toward booking a
call or push them toward filling out
some kind of form or asking for a lead
magnet. And once they fill that form or
book that call, you should already have
an automation in place that puts them
into a drip sequence, a nurture
sequence, a reminder sequence. If you
don't, then start there before you do
any of this because that's like basic
business conversion stuff and you should
watch my free master class on GoHighle,
which is on YouTube. And if you don't
already have a main CRM, you can grab a
sub account with GoHighle with me with
all of my snapshots by going to
leadgenj.com/crm.
Everybody needs a CRM that's separate
from instantly. This is where you house
your interested leads. If they book a
call, they'll do it in this GHL CRM and
it automatically adds them into a
nurture sequence and a reminder
sequence. So, if you don't already have
a CRM, you can grab it here for $49. And
this is free for my insiders. So, if you
already thinking about joining my my
insiders program, which is my coaching
and highle program for cold email and
marketing systems, then we do give go
highle CRM with all of my snapshots for
free. And just to reiterate, you should
already have an automation that adds
them from that action booking a call
into your primary CRM. And if you're
using GoHigh Level, your calendar is
already in your primary CRM. All right.
So, I wanted to do a quick walkthrough
of the Univox because it is such an
important place for you to live and
breathe and and master. So, on the lefth
hand side here, you'll see status. So,
you can filter by different tags and you
can add different tags. So, if you're in
conversations with somebody and you want
to filter by those specific types of
conversations, you can go ahead and do
that and tag them here. You can filter
by campaigns. If you're interested how a
specific campaign is performing or how
people are responding to that new offer,
you can come and segment just by
campaign. You can do it by inbox. So, I
almost never use that, but you can do
it. And then you can come and see, okay,
unread only, reminders only, scheduled
emails, inbox. Now, let's take a look at
some of the the options that we have
when somebody is replying. Right now,
this is pretty much everything. I've got
interested, not interested, but this is
my primary inbox. These are people who
are added as leads within the instantly
CRM. These are people that I'm paying
for. They're part of my lead quota. The
others are all of the other emails that
are coming in to those mailboxes that
are not leads that are in the instantly
system. It might be really old leads
that have been removed to make space for
others, which I think this one is. Yeah,
this one likely is this guy responded on
May 30th. It's now June 22nd and there's
a good chance that this guy has already
been removed. Or if somebody responds
from a different email address, it might
show up in here as well. So this
scott.com,
we may have emailed him at a different
email address and now he's responding
from a different email address. This
happens really often. So you got to make
sure that you check this others tab
because sometimes you're going to find
some gold in here. Now what you can do
uh say Scottsummit is somebody who is in
our contact database under a different
email. You can click on these three dots
and attach lead. So actually let's see
if we have a different Scottsummit. So
you would just find the lead that it
matches to and that'll bring it to your
primary mailbox and basically merge
those contacts. That's an important one
you should know about. You can also do
some basic stuff here like set
reminders, delete, mark as unread. This
is all from the others box. I just want
to make sure that you're checking it
because especially if you're deleting
leads from your system, people might end
up responding late. So this one for
example, just seeing this, you can go
ahead and send your calendar if it's not
too late. This happens all the time. So
make sure that you're checking your
others box and responding to these
others emails. Let's go to your primary
box. This is where you'll spend most of
your time. This is where the the leads
are. Everybody's tagged. So let's open
up one of these. This guy just said,
"Huh?" I don't know why it marked him as
interested. Their AI is not perfect. So
from here, you've got a few options with
what to do with this guy. I already
mentioned that you can move them into a
campaign or a subsequence. So if
somebody's like follow up in 30 days or
follow up in Q2, you might want to make
a subsequence or a campaign for that.
Just a follow-up sequence that waits 30
days and then hits them. Or if they ask
for pricing, maybe you have a campaign
for pricing. Just really fast ways to
respond and add them into another
sequence. You can add notes for you or
for your team. We don't really use this
too much. This is new. So, if someone's
a really good lead, they're highly
qualified, they're perfectly relevant,
you can try their AI to find similar
leads. We already talked about delete
lead add to block list. This is one that
you might want to think about using more
often than not. If somebody is rude or
they're retired, you might want to add
them to that block list. So, let's talk
about options for replying. We've got
reply, reply all, that's all normal. I'm
going to go ahead and reply. Now, Insta
is a little bit laggy, but normally
it'll start recommending a reply here
because my Open AI is integrated and
it'll start showing it in like a faded
black text. But what that recommended
reply is is their best guess at the
canned response that I would use. So,
these reply macros are unbelievably
useful, especially in your mobile app.
So, hit that pound button and then that
opens up your macros. Now, you can
choose kind of pre-mplated responses
that you can import here or create brand
new ones. So, I can go ahead and hit
pound and say create and then start
making a reply macro here that I can
call at a later time. You should start
building a whole database of these and
then start using them when you're
replying and instantly got AI that's
watching. They're learning what they
said, what reply macro that you used,
and they're learning from all of that
data so that they can recommend the best
reply macros for you and then
potentially even turn on full AI inbox
management. Another thing I want to
point out here, now that I've got these
replies open, I can set additional
reminders. If no reply in one week, then
remind me to follow up. This is really
useful because every person that replies
to you is an interested lead and you
worked really hard to get that person to
reply. You went through all of that and
now you've got somebody qualified who
wants to hear more. Just because you
send them information doesn't mean
you're going to hit them at the right
time. Doesn't mean all their questions
are going to be answered. So, if you're
new at this and you have limited lead
flow coming in, definitely recommend
using this. If no reply, then remind me
to follow up. Sometimes it takes two,
three, four replies for you to actually
get that person at the right time to to
a call. So, what you should do when you
come into your unbox for the first time
every day, uh, come in to lead and then
go through all of the ones in your
primary mailbox and don't just skip over
the the notinteresteds. Some of these
notinteresteds are actually interested.
These are not. But this one is an open
opportunity. We're not interested in
paid placement. Thanks. I could easily
say, "Cool. That's not what we focus on.
We do earned media. Uh, does that change
anything?" So, just cuz they marked them
as not interested does not necessarily
mean that they're not interested. And
another thing you can think about with
what I call soft nos. This is a soft no.
This is somebody who took the time to
actually reply to me. They didn't say
anything rude. They didn't say, "Oop me
out. Never contact me." They said,
"We're not interested right now.
Thanks." For cases like this, you might
want to consider sending them a reply
anyways. And a reply might look
something like this. Thanks for
responding. I understand you're not
interested in paid placements. Uh if you
are ever interested in a really
reputable PR firm, here's some of our
case studies. Link to your case studies
page. I hope you have an awesome day. I
really appreciate you taking the time to
respond. Now, they have a link to your
case studies page that they can click
on. And there's no way that they're
going to report you in as spam after
that because they already took the time
to respond. They were courteous. you
were courteous back and now you've left
them with some case studies and and an
additional option instead of just
leaving them on red and you can come up
with a really simple soft no reply macro
for that. That way anytime you get a
soft no, you can just call that reply
macro and now you've significantly
interested the responses that you're
sending out. Okay, let's talk about
fastest ways to blow it with your leads.
There's a there's a couple obvious ones
taking too long to respond. If they go
days without hearing from you, then they
already forgot that they answered your
cold email. then you should still reply,
but you may as well not cuz it's
probably not going to work. If somebody
asks you a specific question as their
reply, you know, how much does it cost?
And you send them a canned response that
doesn't address their question, it's a
really fast way to get marked as spam
and definitely not replied to. So, if
somebody asks you a specific question,
address their question first. You know,
thanks for asking about pricing. It
ranges from this to this. I'd love to,
you know, hear about what your needs are
and that way I can give you a more
accurate quote. And then insert your
spiel or calendar link. You also don't
want to info dump on them. So, right
now, we're in the discovery phase.
You've baited them. They're interested
in what you have to say. They're
interested in your offer, and they've
replied that they want more information,
but your goal isn't just to give them
all the information. No, your goal is to
get them onto a call. That way, you can
start the sales process. So, if they
ask, you know, how much does it cost,
and you just tell them, you know, it's
$5,000, here's all the benefits, here's
what it comes with, and you just info
dump on them, now they've got no reason
to get on a call with you. You really
want to get them onto that call and you
want to leave some room for discovery,
some curiosity gap so that they can
figure out, okay, you know, maybe I need
to figure out if this is the right fit
for me. I want to hear how they do it.
And you need to be able to sell to them
in a in a call format. So, don't info
dump. It's a really fast way to get
ghosted. If you want to blow it with
your leads, don't give them a clear next
step. So, when you're sending a reply to
your leads, you need to have a very
specific call to action in all of your
emails. So, it's not just here's the
pricing. It's here's the pricing. If
this makes sense, let me show you the
strategy that we're going to use to
accomplish the goal for you. Do you have
15 minutes next Tuesday? Here's the
link. That way, they know, okay, here's
the next step. Here's what I need to
learn next. Here's the link to book that
call. If you just reply with no CTA, no
link, no action step, you're not going
to get one. And then, if you want to
blow it with your leads, don't follow up
if they don't take action. So, we just
talked about using that follow-up if no
reply follow-up in one week. Use it.
It's going to make a huge difference.
You're going to see an immediate 50%
increase in interested replies to booked
calls. Now, I'm sure it's not going to
surprise you that I'm obsessed with AI
automation, especially how I can use it
in lead generation. There's one really
simple automation that I wanted to share
with you. Now, before we get to the
advanced section that you can set up,
and this is actually what I use, too,
just to keep my team informed about
positive replies instead of using
Instantly's native one. And this one is
super easy to set up even for total
beginners. So what does this do? It
alerts you about new interested leads.
It does research on the lead and their
company so that you can have some
context and then create a personalized
response and it adds it into a reporting
dashboard so you can actually see what's
working. You can also have it draft the
reply and then I'm going to show you in
the advanced section how to use
knowledge basing to create really good
replies. So there's a a video that I
made kind of detailing how to implement
this. I'm going to include the link to
this video in the resources document so
you can access it really quickly. And
I'm also going to share with you this
really basic template that you can use
to to set up really quickly inside of
your Instantly AI account. It's just
four steps. You receive the reply, it
does research, adds it to the database,
and then emails your team. So, you'll be
able to copy and import this exact
template with the prompts into your
Make.com account. And if you don't
already have make.com, then you can
actually get 12 months for free. If you
go to vault.legenj.com,
you get 12 months free on a team plan.
Make is my best recommendation for
beginners who aren't great with
automation cuz it has a lot of the the
native integrations that N8N doesn't.
So, for example, Perplexity that you
don't have to learn how to do an API
call if you're using make. Now, you do
have to be a member of my insiders to
get access to deals here. And if you're
not in the insiders and you still want
to use make, it is going to be available
for you here inside of my software
vault. Anytime you want to access that
software vault, you can just go to
leadenj.com and go to top tools. Now,
the reason using these automations is
way better than relying on Instantly's
default notifications is you can
actually control a lot of what comes to
you by email. You can get way more
information. You can control the
channel. So, I could add a Slack channel
in here if your team is on Slack. I can
add another AI step to generate a draft
reply. And then adding these to
instantly is so easy. So you just need
to start with a web hook. Copy that web
hook. Go to instantly. Go into the
settings. Then into your integrations,
then web hooks. You're going to click
add web hook. Paste that web hook here.
Go to event type. What we're interested
in here is reply received. And if you
want to trust instantly's tags, you can
actually do interest lead is marked as
interested and rely on their AI to do
that. And now it'll only send you
interested replies. For targeted
campaigns, set it to all campaigns. And
then once you add that web hook, it's
just going to run on autopilot anytime
an interested reply comes in. Another
great thing about instantly is they have
native instantly integrations form
make.com. So you can do specific things
in your make account just natively
within make. So lots of customization
here and makes it really easy to
implement this even for beginners.
Finally, just circling back on the
instantly CRM. We didn't spend too much
time here. Uh, but for those of you that
are new to CRM, essentially how it works
is this. Let's go to the this
opportunities pipeline. Most CRM look
like this. Leads flow from left to right
based on what status that they're in. So
all of these different columns are
actually tags that you can set up inside
of your uni box. So some different tags
might be, okay, they're interested. Are
am I in conversation with them? That
might be step number two. Or did they
book a meeting? That might be step
number two. Did that meeting get
complete? Step number three. Did we
close that deal? Step number four. And
that's what would be one. You can
control these with just tags. And you
can come in to their settings here and
you can add more tags, create more
labels, and really configure how you
want to set this up. They make it really
easy to do. Click and drag uh how you
want the stages. And then this is what
your sales representative should be
doing. They should be responding to
people in the uni box and they should be
moving people across. And this is going
to be the best way for them to keep
track of those conversations that maybe
didn't convert to calls or maybe didn't
convert to sales. What's actually going
on with these people? Now, they've done
a really good job with the CRM and in a
couple different areas that I'll point
out. By the way, I think their CRM is
like another hundred bucks a month. So,
still really affordable, but definitely
more for when you're scaling your system
and you have a lot of leads to keep
track of and you've got sales guys in
here working with you. So some of the
things on the lefth hand side you've got
obviously have your inbox which is
really just like uh your unib
is really where you want to spend a lot
of time. This is the best place to keep
track of the lead flow. Now we don't use
this because most of our stuff is
automated but I definitely recommend
that you take a look at using this. Next
thing I want to show you is sales flows.
This is actually a really cool new thing
that they've added which is basically
automations for these opportunities. So
let's do a stale automation. campaign
leads. If lead status is not meeting
booked in the past 30 days and lead
status is interested, now we know, okay,
they're an interested lead and they
never booked a call and it's been 30
days, so they're probably not going to
book a call. This is essentially
building lists within my my tag statuses
that I can come through and try and
follow up and get people to take some
sort of action. If you've got a big team
as well, you can assign leads to certain
users. So a user can come in and just
toggle and only look at their
opportunities. So I definitely recommend
you using the CRM, especially if you
have a high lead flow and you're worried
about conversion of everybody from
interested reply to booked call, this is
how you do it. This is how you keep
track of everything. And if you care
about reporting on sales and lead data,
this is a great place to do it as well.
Because it's not just about how many
interested opportunities you generate,
it's about how many of those convert to
calls and how many of those convert to
sales. And this is a good easy way for
beginners to start tracking that stuff.
Just to reiterate some bullet points
there, treat each lead like a sale that
you're trying to close. Anyone who
replies is pre-qualified. They're now
interested. And you should be giving
them the time of day more than just a
canned reply. You should be following up
with them. You should be answering their
questions. You should be doing omni
channel. All of this stuff converts them
to call to sale. Move them through the
pipeline based on status. A lot of that
should happen manually, but I'll show
you how to automate some of it, too. And
the goal is to get them to take action.
Get them out of your Instantly CRM and
into your main CRM by taking some sort
of action like booking a call. This
always a fun question to ask is how
valuable are your qualified leads, the
people who you can get onto a call? And
it's actually pretty easy to find out
once you know your average customer
value and your average close rate. You
can pretty quickly figure out how much a
qualified call is worth to you. And once
you get that number, it's actually
really easy to justify, you know,
spending the additional manpower and
resources, adding people to the CRM,
paying for the CRM. All of those costs
are usually negligible when it comes to
the value of a qualified call. So, when
you think about that, expend the effort
and resources on following up. You can
call them when you get an interested
reply. You can text them. You can add
them on LinkedIn. Don't just send the
same template responses to everyone. And
just to reiterate that cold to warm
transition, when should you move them
from the instantly unit in a box to your
main CRM? And the answer again, not
until they take some sort of action. If
they opt in on a form, they should
automatically go into that main CRM. If
they book a call, they should go to that
main CRM. Do not just throw every
interested lead that responds to your
cold email into your main CRM. It's easy
to do. I could do it in 2 seconds. This
web hook is already capturing all of the
interested leads. All I would have to do
here is add a module for lead connector
and just add a contact here. And now I'd
be putting everybody into my CRM, but I
don't want to do that because they
haven't really proven that they want to
receive emails from me yet. And once
they prove that by booking a call or
opting in, only then does it count. Some
tips for dealing with angry leads.
You're going to want to turn on the
instantly AI setting to avoid hostile
prospects. I showed you that a little
bit ago. It's in advanced deliverability
under settings. When you get a hostile
prospect saying, you know, go f
yourself. Never contact me again. Click
that button to delete lead and add to
block list that's accessible in the
unibbox. We just talked about that. And
dude, brush it off. It happens. This is
part of the game of cold outreach.
People who are doing door-knocking or
cold calling, how do you think they feel
when they show up at someone's door and
get cussed out or get cussed out over
the phone? This is email. This is easy.
And in general, people are pretty
respectful by cold email. I just opened
up my uni box and you could see what
some of those negative replies look
like. They're not terrible, but every
once in a while we do get a terrible
one. You can't worry about it and you
should prepare your team for them as
well cuz once somebody new on your staff
takes over the unibly
they won't be shook. They'll be fine.
They'll brush it off. They'll block the
lead and they'll move on. Again, here's
where to find the settings. Advanced
deliverability, enable hostile
prospects. You want to skip them. And
then use the block list. I absolutely
love how they designed their block list.
It makes things so easy for me,
especially someone who knows automation.
They've essentially got two block list.
So, let's just come back into their
block list. This is kind of their
built-in block list, the ones that we've
said to block from the UniBox. Block,
delete, lead. This is where they go. Can
also add people here through automation.
And you can create AI block list
triggers, which makes it so easy to
avoid emailing the wrong people. But
most importantly, Google Sheets. If
you're like me, you've got a lot of
different marketing channels and you
want to avoid cold emailing your
competitors or cold emailing your
current or past clients. So to get those
into instantly, you just put them into a
Google sheet. Looks like this. You copy
and paste the link. All it is, you've
got an emails list and then a long list
of emails and instantly reads this list
and it doesn't contact those people. And
one of the easiest automations on earth,
in fact, it's built into a lot of CRM is
just add a row in a sheet. So new lead
comes in, new call comes in, put them
into that sheet. There should be a step
in all of your CRM automations. All
right, let's talk about adding new leads
and removing old ones. So, as we already
discussed, Instantly charges you by how
many leads you have inside of their
system. So, that can get pretty
astronomical pretty quickly. So, as you
can see here, I've paying for 125,000
leads, and I'm on the AppSumo lifetime
tier 3. This is from way back when they
were on AppSumo. I still have that plan.
So, just in this workspace alone, I'm
paying them almost $450 a month for the
leads. Now, if I just kept adding
millions and millions of leads every
single month to Instantly's platform and
not deleting any leads, I'd probably be
paying them thousands of dollars per
month. So, what most people do is when
that campaign is 100% complete, you're
going to clone the campaign so that you
have fresh data for AB testing. That's
why I have all of those off and paused
campaigns. And you're going to download
the contacted leads and then delete
them. So, let's actually walk you
through the process of doing that. So,
let's go into my instantly campaigns and
we'll see some of these are 100%
complete and you, as you can see, they
don't have contacts in them anymore. For
the most part, they've already been
cleared out. But this one, for example,
is recently finished and has been
cleaned out. All right, here we go. This
one's still got leads in it. Now, I
think this one is currently active. Now,
when you're removing leads from a
system, and this process is going to be
really similar if you want to reuse
lists as well, you can use these filters
to make sure that it's actually
complete. So, you don't want any not yet
contacted. You don't want to remove
these guys. The campaign's still working
on them. It means the campaign's not
finished. But assuming this campaign was
done and say it's been done for a couple
of weeks, you can select all. So, now
I've got all 33,000 leads and I want to
download them first. And when you
download them, you also want to put them
into some sort of database, like a
Google sheet. That way, you can keep
records of not just the leads that
you've contacted, but what was the
status of those leads. So, just to show
you what that looks like, I'm only going
to select this page and do a download.
I'm going to download these 50 leads and
open up that file. So, now we know not
just that we emailed them, but we have
their email provider and we've got their
lead status. We know if they were
interested, if it bounced, if they were
not interested, reply received. So, all
of these are really important things
that we can use if we're ever reusing a
lead list. So, what I'll typically do is
I'll download these and then I'll put
them all into a Google sheet. It is a
giant Google sheet full of our used
leads. And then once they're downloaded,
you can always put them back so they're
safe to take out. So, you're going to
select all and go ahead and delete all
the leads in the selected campaign. And
that's how you make space for the leads.
And then once they're deleted, you've
still got a lot of this data that's
sitting here. And you don't you don't
want this data anymore. You want to
start from scratch. So, what you're
typically going to do is clone the
campaign, duplicate campaign, and add
the new leads to that newly duplicated
campaign. And then you can add new AB
tests inside of that new campaign. Now,
technically, you could do it inside of
the same campaign and then reset the
data in your instantly settings, but I
actually like starting from scratch with
new campaigns. And remember that the
Unibox still captures email responses
even if you've deleted that lead, but
it's going to be in not in your primary,
but your other tab. So, make sure that
you're checking that other tab or else
you're definitely going to miss
important messages. But the leading
leads will remove them from your CRM.
So, you're going to have to make that
decision. Are you going to live and die
by that CRM or are you going to make
space so you can reach out to more
people or just eat the cost and pay for
the leads? All right. Recycling lead
lists. Especially important if you have
a small TAM. Say you only have 10,000
people in the whole country that could
potentially be leads for your business
that would actually need your really
specific offer. Well, now you've got a
problem because you're already sending
5,000 emails a month. So, you're going
to run through that list in 2 months.
What What the hell are you going to do?
The answer is you need to recycle that
lead list. So, there's a couple
strategies here that you should employ
immediately. This is less relevant if
you got a giant TAM of millions of
people like we do. This is the first
time I'm seeing some of these memes that
my team made. I love this one. Wants to
be environmentally friendly. Does his
part by recycling old leads. Well done,
team. So, what people don't realize is
you can email the same person every 3 to
6 months and they're going to have no
idea that you've reached out to them in
the past. And there's a couple of ways
to do this, especially if you have the
the small TAM, maybe under 50,000, under
100,000 people. You can keep them in
Instantly AI and then just use filters
and move to a new campaign or you can
download and upload them late at at a
later date. I would say not to recycle
any sooner than 3 months. 3 months is a
pretty good time frame where you'll
definitely forget that I cold emailed
you 3 months from now. I guarantee it.
You'll have no idea who I am or what I
said. Now, with that being said, there's
a reason that I probably didn't answer
your cold email the first time, and
there's two potential reasons for that.
One, it wasn't a good fit and still
isn't a good fit. I don't actually need
that thing, and I was just ignoring you.
Two, trust. I lied. There's more than
two things. Trust. I don't trust you.
Therefore, I didn't reply to your cold
email. So, maybe your social proof
wasn't strong enough. your case studies
weren't strong enough. Three, I wasn't
having the problem or pain you're trying
to solve when you cold emailed me.
That's the beautiful thing about this
marketing channel is I might not need
your thing now, but 3 months from now, I
might be experiencing that specific pain
and difficulty. So, what I recommend
doing is in that 3 to 6 months when you
add them to a new campaign, it can still
be the same offer, but you should
reposition it. You should use different
pain points. You should use different
problems. You should use different case
studies. That way, you're going to have
the best chance of that person
resonating with the with the new cold
email because they didn't resonate with
the first one. You want to change some
of the way you're approaching them the
second time around. And by the way, you
can start people in both of them and
then after 3 months, just switch. If
you're recycling lead lists, you need to
skip leads that took specific action or
were not interested the first time. So,
this is where those filter tags become
so important. Say I want to recycle this
lead list and I have people that reply
received not interested. I don't want to
put those notinteresteds into my new
campaign. I also probably don't want to
put the interested into my new campaign
because they already engaged in
conversation with me. My goal now isn't
to get them to raise their hand anymore.
It's to get them to convert to a call or
a sale. So, as you're doing this, you're
going to select all. So, when you're
building this list to transfer to
another campaign, you're going to run
some filters, conditions, and in those
filters, you can say lead status, you
want to avoid the interested and the not
interested. So, what I'm looking for in
the filters is lead status completed, no
reply. You'll filter by that. And that
way, you only have people who the email
went through, it's already been
validated, and they're not not
interested, and they're not interested
cuz you're hand handling those people
differently. So now you can take all of
these and you can move them into that
other campaign. Just some more
information about choosing AB test
winners. I feel like we beat that pretty
to death, so I'm not going to go too
much further on that. Talked about using
chatbt to determine statistical
significance. It's also really good for
storing information about winners and
losers. You can have one single thread
and feed it all of your AB test
variations and say, "Okay, D1." Well,
you can actually use a chat GPT thread
or a AI assistant or a claude project,
whatever you want to use for AI. You can
feed it all of your split test winners
so that it remembers what you tried,
what worked, what didn't work. And as it
learns more about what you're what's
working for you and what's not working,
it can actually suggest different split
tests that you can try. All right, code
red. Something is wrong. These should
trigger a very curious response from
you. If you see your reply rates plummet
overnight, so you want to go into like
your 7day analytics inside of one one of
these campaigns. So say you cloned a
campaign and the reply rates are like
0.5%. Something's wrong. If it's was
2.7, now it's 0.5, there's a problem.
You can also go last 7 days and see
what's happening specifically in the
last 7 days that might be new. You also
want to make sure to check your inbox
placement tests. If you see a massive
drop, which happens a lot, you could see
a 20% drop in inbox placement, you want
to try and figure out why. Immediately,
pause those campaigns, just go to
warming, and then do those placement
tests. And then try changing the copy
first. That's usually going to be the
problem. If it's not, you're just going
to need to let the mailboxes warm for a
little bit longer without sending cold
emails cuz chances are you just got
reported as spam a lot. Now, I hope that
was some helpful information about
managing your cold email machine. It's
not just set it and forget it. There is
maintenance. You do need to add some
tender love and care as you scale it up.
You should have somebody to add leads to
the system, deploy AB variations, and
you should have somebody else that's
actually responsible for the CRM and
managing those replies and managing that
follow-up. And now we're going to be
able to talk about some really fun
stuff, which is scaling your cold email
machine up to a million emails per month
or 10K emails per day. Whatever your
goal metric is, this is how you're going
to scale that system to reach that goal.
Do you want to send a million emails
every month? We currently send more than
3 million emails every single month
across all of our companies. So today
I'm going to show you exactly how to
scale your cold email machine to insane
numbers. And I'm going to show you how
to manage the lead flow, how to manage
the replies, and most importantly, how
to automate as much of it as possible.
But keep in mind, if you scale too early
or if you do it the wrong way, you will
break your machine. I've seen it time
and time again. So let's talk about
scaling your cold email machine. All
right, scaling your cold email machine.
Turning up the speed on your new money
printer to send at least 10,000 emails
per day. This is like a scaled cold
email machine. So before you just pick a
number like a million emails a month and
start scaling, you should really do some
math. So there's a master equation. I'm
going to give you a calculator to use,
but let's talk about that equation.
Before you calculate how many mailboxes
you need to send a 100,000 emails per
day, you should really figure out how
many emails it's currently taking you to
book a single call, you're in charge of
finding out that number. And you do it
by building an initial cold email
machine and optimizing it. You want to
optimize it before you scale it. Then
once it's optimized, you want to figure
out how many calls that you actually
want every day. And and don't say it's a
thousand because no one can possibly
handle going from zero to a,000 calls
per day right away. How big is your
sales team? What is their current
capacity? And how fast you want to scale
that sales team? Because if you have an
optimized machine that's doing 10 calls
per day right now, and you want to 10x
it, that's probably a bad idea. So
think, if it takes 200 emails to book
one call, then 10,000 emails is 50
calls. So if you're sending 10,000
emails per day, that is a ton of calls.
And you'd probably need 10 closers just
to handle that. So your variable J for
me is the most important metric that you
need to know before scaling. This is the
number of emails that it takes to book a
single call. Once you have that number
and you calculate, cool, I want to send
10,000 emails per day. So calculating
that each mailbox you want to run at 25
emails per day. It's like a good safe
number. You can do anywhere from five
emails per day to 50 emails per day per
mailbox. The more per day that you do,
the higher risk that campaign is going
to be at. So, if you're confident you're
not getting marked as spam a lot, then
you can crank those up. So, then you're
going to do 10,000 divided by 25 is 400
mailboxes. And if you want to set up 400
mailboxes, a good round number is you
want 100 domains with four mailboxes per
domain. And if that image looks like
you, if I want to send 10K emails per
day, how many mailboxes will I need in
that meme? Then don't worry. I've
created a calculator for you that's also
going to be available in the resources
so you can decide this for yourself. So
this is what that calculator looks like.
Say it takes you 500 emails to book a
single call and you want 10 calls per
day and you want to send 25 emails per
mailbox per day or maybe you're you're
confident you want to send 50. Hit go
ahead and plug those in and hit
calculate. And it's going to tell you,
all right, I need to send 5,000 emails
per day. I'm going to need a 100
mailboxes to do it and 25 domains. This
is a really easy way to to get ahead of
the question, what is scaling and how
big do I need to scale? How big do I
want to scale? So, use this calculator,
but first you need to figure out what
your J number is. Now, I'm a huge nerd
for data and this is a a really
important quote for me. You can't grow
what you can't measure. So, it's not
just important that you're tracking the
replies that you're getting for each of
your campaigns, but is it making you any
money? Are these guys turning into
calls? How can I justify investing
$5,000 a month in cold email if after 3
months I don't know if it's made me any
actual money? And it might look like
it's working because you're getting
replies, you're having conversations,
they're booking calls, but what if none
of them are closing? And that can happen
for a lot of different reasons. So, what
I want you to start doing just as a a
good common practice is start using UTM
parameters anytime that you share a
link. For those of you that aren't
familiar with UTM tracking parameters,
it's just a little bit of jargon at the
end of a URL. So, say I'm sharing a link
to my homepage in a cold email or in an
ad. If I want to track where that person
came from, I can add different UTM
parameters for each platform. So, if
they came from cold email, if they came
from Google Ads, Facebook ads, if they
came from an organic YouTube, and I I do
this. I add UTM parameters to all of my
links, and there's different ones that
you can use. Let's come into my notion
database first. So, here's my UTM link
builder that I swear by. My whole team
uses this as well. You basically choose
the URL that you want to link to. You
place the UTM parameters, and there's a
lot of different UTM parameters that you
can use when you're building one of
these tracking links. medium, source,
campaign, term. And there's a couple
that I even left out from this tracking
parameter form because we don't use
them. The more you use, the more refined
that tracking gets. So maybe I care they
came from from YouTube. But do I want to
know what video in YouTube? I would do
source YouTube and I would do campaign,
you know, reverse lead magnet. So now I
know that they came from a YouTube video
and I know that they came from that
reversed lead magnet video. Now, I'm not
going to go too in depth in UTM tracking
in this video. I do have a separate
video about UTM tracking that I'm going
to link for you in the resources. And
you're also going to be able to copy my
UTM link builder template as part of the
package of resources for this master
class. So, what I recommend that you do
when you're sending cold emails is say
they replied, they're interested, and
you're sending them a calendar link.
Throw this at the end of the calendar
link. So, say this is the this is
actually where I send people to book
calls with me. So feel free to visit it.
It's legendj.com/conult.
So say this is the calendar link. You're
just going to add question mark utm
source utm_source
equals and then inst like stands for
instantly. It's just so I know they came
from an instantly AI campaign. And I
only use a one parameter source
tracking. I don't need to get too
granular. And for tracking leads from
cold emails, all I need is their source.
I need to know they came from cold email
and that's it. So, UTM source equals
inst. And then later on, you can report
on that information. Go high level. I
can create reports really easily about
where my lead sources are coming from.
Your CRM probably does it too. And if
not, you can push them all into a Google
sheet and report on it later. Now, if
you're interested in getting better at
tracking your leads, tracking your
sales, tracking your calls, your
attribution, your time to close, all
that stuff is pretty technical and
pretty nuanced. And I actually go into
it much more in depth inside of my
insiders program. So, if you really want
to get better at that stuff, you got to
join over there. But this is not a
tracking and reporting course. It's a
cold email course. So, I'm going to
leave it there and let's move on to the
next, which is how to scale cold email
the right way. Now, this picture is
actually done with a tool called Photo
AI trained on my face and made me a
Jedi. It's pretty damn cool, huh? All
right, some quick notes. Do not increase
the sending volume on the mailboxes past
50 per day. The lower number is better.
it's safer and it's going to keep your
spam complaints down. With that being
said, you can go up to 50 per day per
mailbox. Just do it slowly and make sure
that it's not causing harm to the
campaigns. So, as you do that ramp up,
keep a close eye on your metrics and
make sure it's not affecting anything.
So, if you want to scale, meaning you
want to send more cold emails and you're
already at 50 per day or maybe you want
to keep it at 25 to keep those mailboxes
safe, you scale horizontally. What I
mean by that is you add more mailboxes
instead of increasing the sending
volume. Now, a fully mature system for
somebody that has a large total
addressable market like ourselves have
somewhere between 500 and 1,000
mailboxes. So, this is our Otter PR
system. It's got 890 mailboxes. Let's do
a little math and see what that actually
costs if you were to pay the $3 per per
mailbox per month. So, if you have 500
mailboxes, 500 * 3, that's 1,500 a month
to send the capacity of emails that you
want to send to have a mature system.
That's still not bad at all. We spend 10
times that in ads. So, this is like a
big price for running a cold email
system. So, what your marketing looks
like at scale, that is unbelievably
affordable. I also recommend
diversifying your infrastructure as you
scale. So, what do I mean by that? Say
you want to add a,000 mailboxes. It
might not be the best idea to add all
Google mailboxes at this point. I would
actually suggest it because right now
they're overperforming, but if this were
2024, more Microsoft mailboxes were
crushing Google. And god forbid
something happens to me, something
happens to the Microsoft mailboxes,
something happens to the SMTP service,
and all of those go down. You don't want
to be stuck with a machine that's
dependent on a single provider. So, for
that reason, I think as you scale, it's
a good idea to diversify the
infrastructure. Add some different
companies, add some different providers.
That way, you're mitigating your risk
and actually improving the health of
your system. Now, let's talk about your
cold email management team. Because once
you've got a thousand mailboxes in there
and you've got hundreds of replies
coming in every single week, you
yourself are not going to be able to
manage the whole thing. Especially once
you've got a thousand mailboxes, keeping
the emails sending requires a lot of new
leads coming in and leads coming out.
So, you're really going to need to build
a team and to train them on the right
way to do this. I actually have SOPs for
this available inside my insiders
program. That's where all of the the
more advanced stuff is. So, if you're
interested in using those to train your
team, it's in there. So, what you're
going to need is an operator that's in
charge of scraping new leads and adding
them into your campaigns. This is going
to be someone responsible for building
and maintaining those filters in Apollo,
knowing what they've already scraped,
what they need to scrape, cleaning that
list, and then getting that data into
your instantly campaigns. Someone should
also be in there every day checking
those important key metrics, making sure
reply rates are solid, emails are going
out, mailbox health is good. They should
check the in inbox placement tests.
There's a list of things that they
should run through and check to make
sure that everything is in good working
order. And then finally, you should have
somebody from your sales team in charge
of managing the uni box. People need to
get replied to quickly. It should be
somebody that speaks the language
natively, that is available in the same
time zone, and that person's going to be
in charge of converting interested leads
into calls. Now, you can put somebody in
charge of split testing, but honestly,
if you're the one watching this video,
it's going to be you that's in charge of
split testing, coming up with new
offers, coming up with new ideas, coming
up with new copy variations. You should
be in there deciding the winners and
figuring out why it won and then what
you want to test next. This is actually
a good meme, too, because it really
personifies diffusion of responsibility,
which is what happens when you tell
three people on your team to manage the
unib. What ends up happening is they all
think the other one's going to do it and
ends up nobody does it. So, one person
should be in charge of it. And you can
use lead assignments and automations to
have people in there, but make sure one
person is managing and making sure that
everybody is getting replied. A
worthwhile warning here, you should
scale slow and carefully. If you try and
scale too fast before you're ready,
before your team is ready, you're going
to end up running into massive problems.
You should especially be careful with
who's in charge of managing the flow of
leads into the system because if you
lose track of how they're they're
managing that process, you don't know
how they're deciding what's already been
scraped, where they're keeping that
information, what list needs to get
scraped next, and that person leaves or
you have to let go of that person,
you're going to have a hard time
figuring out what leads have already
been reached out to and what leads
haven't. And make sure that when you
scale, you do have good people on board
to help you, especially with the lead
flow. Because if you have too many
mailboxes, you try and get to too much
volume, but you don't realize how much
it's going to cost to scrape and process
those leads into the system. And you
don't have somebody dedicated to do that
for you. The system's just going to stop
sending and you're going to be sitting
there holding the bag paying for all of
these mailboxes. So, make sure that you
scale slowly and that your team is
really ready for everything that's
involved. Managing all of the replies
and processing all of that new lead
data. It's a ton of lead data. Some
common issues to look out for, reply
buildup. If this happens, stop scaling.
It means your team's not replying fast
enough and it's not converting to calls.
Lead mismanagement. People are getting
lost. People are getting not replied to.
Super common issues. Lists running out.
It's one of the most common issues. Make
sure your team's ready to get those
lists and keep them full. And then the
more emails that you send with the same
copy, the more likely it is that that
copy gets burned out or flagged. So make
sure that you're using lots of spin tax
and actually using variations of the
entire offer, an entire copy. As Steve
Carell from the office says, mo inboxes,
mo problems. All right, I want to give
you a huge shout out for making it
through the fundamentals portion of this
master class. Now, for those of you who
are advanced and you sat through all of
that, thank you. I hope you learned some
stuff. And in fact, I'm sure you learned
some stuff. But now we get to get into
some of the sex, some of the AI, some of
the automation, some of the really
interesting stuff that we're doing in
our business that makes me feel like I'm
living in 2030. It's all going to start.
We're going to talk about some of the
new tools, including Clay AI and AI
personalization at scale. And if you're
serious about B2B, you're serious about
building cold email systems, this
advanced stuff is really going to get
you to that next level. And if you love
the advanced stuff, you want to do more
of it, join the insiders program because
all of this stuff requires a lot of
coaching, a lot of templates, a lot of
fine-tuning, all of the stuff that
happens inside of that program. And
you'll see what I mean as we go through
some of this stuff. This stuff is not
easy, but it's worth learning, and I'm
excited to share it with you. For over a
decade, the gold standard in cold email
was a team of BDRs that actually did
research on a prospect and then wrote
them onetoone personalized messages.
Now, the reason this works so well is
because a human was able to decide if
that lead was actually a good fit and
then write that person an email that
could only be meant for that person.
True personalization. But now that's all
changed. Clay has enabled us to do AI
qualification and AI personalization at
scale. And if you can master it, no
human BDR would stand a chance. Now, I'm
excited. I can't wait to show you some
of the insane workflows that we're
building and using right now in Clay.
And before we kick off, now that we're
into the advanced section, I'm going to
go ahead and put on my Lead Genj Ninja
headband. So, if you already have one,
go ahead and put it on with me. And if
you want one, join the insiders program.
And now we're ready to do some ninja
cheese using Clay AI and
personalization. And if you're serious
about B2B lead genen, you're using Clay.
Now, unfortunately, these buttholes
don't give commission, so they are not
going to be listed in my tool sheet. So,
I don't have an affiliate link, but
you'll be able to just go and get signed
up on your own. So, why all this Clay
hype? I'm sure it's not the first time
you've heard of this tool. And if it is,
here's why. Clay allows you to build
complex workflows without really any
technical skills. All the stuff that I'm
building in NAN and Make that requires a
lot of expertise and training and
connecting different stuff. Well, in
Clay, they really intended it just for
B2B lead generation. So, you can connect
all your different lead genen tools with
all your own APIs all under one roof.
And by patching all these different
tools together, you can do just about
anything you can imagine. The third
reason Clay is a total game changer is
they've basically hacked the AI models
and they built something called
claggents. These are AIs that actually
go out onto the internet and do research
for you and actually follow your
instructions. they come back with
information and help you personalize at
scale using the information that they
just went out and collected. And I'll
show you why that's so powerful. And the
last thing, and maybe the most
important, is they give you a lot of
free signal data to work off of. So part
of your subscription to Clay is you get
access to this signal data. They're
collecting this on an ongoing basis. Job
changes, new hires, and I'll show you
some of the signals that you have to
work with. So, if you're interested in
building signal campaigns, which are
massive for 2025, this is one of the
easiest ways to do it. Now, one of the
primary use cases for Clay is AI
personalization at scale. So, let's talk
about what that is for a second. AI
personalization is essentially using
information about a person or a company
to write a personalized sentence or
email. And since AI really hit the
scene, people have been trying to crack
this. And I used a lot of the early on
tools, Line.AI, and they were total
trash. But what it did is it allowed you
to personalize at scale. Before AI, we
were actually using humans overseas to
go through line by line and write
personalized sentences. Then we moved to
these AI tools and now we've got a
solution that's even better than humans.
Using this new AI personalization, you
can get detailed information about a
business and even get like really
granular about their problems. And you
can even incorporate other tools to
gather information about a business and
then leverage that in the
personalization. I'm going to show you
some of these really advanced workflows
where we're getting unbelievably
personalized data such as their SER
ranking or even issues with their
websites that you can call out through
these personalized tools. So, what's the
end goal with AI personalization? Why
even spend the time doing this? Well, if
somebody thinks that that email was
written specifically for them or that
you actually did research into them
before sending the email, then your
reply rates automatically go up. And
here's how to do AI personalization the
right way. You want to not write the
whole email with AI because it's too
crazy. There's too much variation. What
you want to do instead is create one
sentence based on internet research
that's not readily available on
LinkedIn. You don't want to use like a
company description or a LinkedIn
description. Then you want to use AI to
write only two to eight words, not the
entire email. And you're going to use
that research that the AI did to find
something like their clients, their
partners, their employees, case studies,
recent news, or more. And if you do this
right, this can massively boost your
reply rates by up to 200%. I've seen it
myself. So, some examples of good AI
personalization. Saw you just partnered
with Olay on a recent campaign. I really
loved their creative angle. So, the only
way for you to know that a company
recently partnered with Olay is that
they looked through your social media or
looked through your website and found
that specific partnership. That's not
something that would be readily
available on a company description. Or,
I just picked up the latest issue of
Entrepreneur magazine and I saw you're
in it. loved the article about XYZ.
Another one, looks like you have a
security problem with your GitHub
integration. Now, you might be thinking,
how would you know that based on
internet research? Well, there's a lot
of tools that you can plug in to Clay.
Tools that can scan your website for
vulnerabilities. Tools that can see what
your SER, your search engine ranking
placement is on Google, and then say
what that is. It can scan your social
medias. There's a lot of stuff that I'm
going to show you that that are going to
blow your mind and the possibilities are
endless. Lastly, saw your Facebook ad
offering X. So, if you call out a
specific Facebook ad, most people don't
do that. That information is not readily
available. Makes them think that you did
your research. Now, word of caution
here. Even with Clay, it's really easy
to do AI personalization wrong. If
somebody knows an email was written with
AI, it actually hurts your campaign, not
helps. That's one of the main reasons
you want to avoid using AI writing the
entire email. The more words the AI
generates, the more likely it is to get
something wrong or give away that it it
written by an AI. Also, a word of
caution to be careful with the data
sources that you use. If it pulls the
wrong information from that data source
and you say there's an issue with
someone's GitHub integration and they're
like, I don't use GitHub, you're marked
as spam and it's going to kill your
campaign. So, some examples of bad AI
and this is stuff that we used to do. Go
Gators. Like obviously you can see where
I went to undergrad on LinkedIn. If it's
readily available, it's not good. I
admire your company's ability, too.
That's clearly something written by AI.
So, the copy itself matters a lot as
well. And the ease of accessibility of
the information matters a lot, too. So,
if you read that second one, I admire
your company's ability to generate leads
for other businesses, as an example.
Like, duh, you can find that out with
basic business description. So, it's
more likely that that's written by AI
than the examples from the last slide.
Now, I'm very passionate about this. Do
you need AI personalization? The answer
is absolutely hell no. Some of my best
campaigns don't have any AI
personalization at all. But we still use
Clay for them. And I'm going to show you
exactly how in just a little bit. If you
use AI wrong, it can hurt more than
help. So, if you're not a pro and you're
not using the right AI personalization,
don't do it at all or test it against a
wellperforming control. You need to
remember that the fundamentals are much
more important than the fancy stuff.
Everything you learn from here to the
end is going to be useless if you don't
understand the fundamentals. And lastly,
if you're going to do AI
personalization, same thing as building
a lead list, you need to actually look
at the results. Look at what it
generates for you and then read a
hundred of them. If nine out of 10 are
accurate and well-written, then you're
good. But you'd be shocked how many
times you run an AI prompt on a 100
leads and half of them are giving either
inaccurate information. It sounds like
AI or it fails completely. That's not a
usable prompt. You can't use that AI
personalization. Now, one thing that
Clay really does help with is offer
niching. So, what do I mean by offer
niching? Yes, I do B2B lead generation,
but wouldn't it be really cool if I
specialized in B2B lead generation for
staffing and recruiting companies, and I
also specialized in it for cyber
security companies, and I also
specialized in it for marketing
agencies. And to be frank, I kind of do,
but talking to each of those different
segments, you want to use different case
studies, you want to use different
examples, you want to use different pain
points and problems. And there's
probably 20 other segments that are
really important to me where I have good
case studies and good results for. So
instead of creating 20 different
campaigns all with different copy and
then scraping different lists and
putting them into those 20 campaigns,
with Clay, I can just dump data into a
single table and then it does all of the
matching for me. And we use the same
strategy for Otter PR, but a little bit
different. One of our best performing
campaigns for OtterPr actually offers a
specific publication. Now, when I'm
reaching out to tech companies, what do
you think works better, Forbes or
Techrunch? That might be not the best
example because everybody wants Forbes,
but if I reach out with a techspecific
outlet, it's probably going to convert
better. When I reach out to a fashion
company, I want to use a fashion outlet.
Now, instead of having a bunch of
different campaigns with a bunch of
different copy, now I can use Clay to
just dump data, have it choose the best
fit publication, and insert that as a
personalization into the campaign. That
way I can have one giant campaign and
Clay is doing the heavy lifting. And
I'll show you how we're using that in
Outer PR. And the same thing is said for
case studies. If I want to reach out to
20 different segments and I have 20
different case studies or maybe I have a
generic case study that I can use for
half of my leads, but anytime I reach
out to a recruiting company, I really
want to show them this case study. Well,
it'll do that for you. It'll find the
right case study for the lead you're
reaching out to, and you can insert it
as a personalization. So, Clay allows
you to do this at scale and it really
streamlines your workflow a lot. Do you
need Clay? Big question because it's not
a cheap tool. We'll talk about cost in
just a second. The answer is no. If you
do want to do these advanced
automations, you can do the same stuff
with Zapier, N8N or Make. And as you
just learned, make essentially is free.
NADN essentially is free if you use the
community version. So, you can
accomplish a lot of the same stuff. Clay
just makes it easier to put it all into
one place and you get to leverage a lot
of their data. Even if you want to do
the AI personalization with the web
research, the qualification, the catch
all verification, you can do all of that
in make or NAND. Clay just makes it so
much easier. Now, let's talk about
pricing for just a second. If you want
to use Clay for a scaled cold email
system, then you're going to need to be
on at least their $300 per month plan.
Let me talk to you about the pricing
just really quickly, but if you're
interested in learning a lot more about
Clay and how it all works. I've got a
full master class with templates inside
of the Insiders program, you should know
what you're getting yourself into. So,
they've got a bunch of different tiers.
The only one that really makes sense and
they they did this really strategically
is their explorer plan, which is 350 a
month if you pay monthtomonth. That's
not super cheap. And they give you
credits with that. Those credits are
essentially to use Clay's data. If you
pay this 350 a month, you get one
feature unlocked that's unbelievably
important, which is integrating with
your own a APIs and web hooks. By
integrating your own APIs, now you can
run basically unlimited AI prompts
inside of Clay without using their
credits. So, you don't even need their
credits in most of these cases. Even
though it gives you 10K per month, you
can essentially get away with not using
any of them at all. So, if you're not
super tech-savvy and you want to launch
signal automations, you want to do this
stuff, I definitely do recommend using
Clay. So, here's how a standard Clay
workflow typically goes. You'll grab the
lead list from Apollo trusted leads.
You'll have, you know, 10 to 100,000
leads. Push them into a clay table. And
a clay table, just think about it like a
Google sheet. You're pushing leads into
that sheet. And each column is
essentially a different automation or
equation. and it helps you manipulate
that data and run automations on that
data. Uh I'm going to show you how it
all works in just a second. You use
clients to qualify the list. This is one
of the first things that we do. So going
through each lead and deciding whether
or not that person is a good fit to
continue through the rest of the
automation and continue into my
campaign. You want to use million
verifier or whatever verification tool
you want first to make sure that it's a
valid email address. If it's a catch-all
or unknown, you can then do catchall
verification with find email or any
other catchall verification tool that
you want to use. And then after that,
you can do more advanced stuff like AI
personalization. You can pull other
tools into the mix. Let me walk you
through a standard clay table for lead
genen J and for Otter Peel. All right.
So, my goal for you with this clay
workflow is really just to show you
what's possible and I'm going to give
you a standard template to use if you do
want to use clay. This is kind of my
go-to template that doesn't have any of
the fancy stuff because it can apply to
just about everybody. Everybody will be
able to use this template and build on
it. So, the template has a couple of
things. You want a qualification step.
So, this is what it looks like when you
import data. We imported about 20,000
records and it looks kind of like a
Google sheet, right? We got names,
titles, emails, LinkedIn, and then as
you come to the right, you'll see the
tops of these columns have specific
things in them. There are different
types of actions that are happening
within this table. So let's talk about
this first column. The first thing that
I want to do inside this clay table is
figure out if it's actually a good lead
or not. So we're going to use a clay
agent for web research. Use case web
research clayent by selecting web
research that allows it to actually go
scrape the web and find stuff out. For
model we want to use 40 mini. This is
going to cost the the least amount and
it's the most accurate. This is why you
need to be on that 350 per month plan.
If you're not, you're stuck with using
Clay's managed OpenAI account, which is
one credit per call for 40 Mini, which
would be totally unreasonable. If I
wanted to process this whole list, I
wouldn't even be able to do this first
step in the table if I wasn't on their
paid plan. So then you're going to use
this prompt. Remember, all prompts and
tables are going to be available to you
in the resources to really just go
through this lead and pull some basic
information. And there's some
information I'm looking for for it to
pull. And then I use that information in
the next step to decide whether or not
that person is a good fit for me to
reach out to or not. So this actually
just runs an additional AI qualification
step. This one use case or modify
content. I don't need it to scrape the
web because this one already did. Now
I'm just using that info to decide if
they're a good fit for PR services or
not. Now this is what I wanted to show
you. This is crazy. About half of the
leads that we uploaded are actually
qualified. And this is what you'll
probably get even if you're experienced
in building a list. So the other half
that I would have reached out to if not
for Clay would be highly likely to
report me as spam and decrease my
overall reply rates. So if you're
wondering why why our reply rates are so
high, this is one of the reasons. So
next step here, this is a custom API
call that we do to million verifier. Now
we spoke about million verifier earlier.
One of the issues with using million
verifier here is you need to do a custom
API call to million verifier. So,
anytime you see that rainbow, that's
essentially what that is. And it's
giving me 200, which just means success.
And then we're pulling that result,
which is okay, as a new column here.
Now, what's great about clay, as you can
see, run condition not met. So, we're
programming this to only run if
qualified is is true. That way, we're
saving credits and we're not spending a
lot of time and resources on people that
were never a good fit in the first
place. Now, one of the great things
about Clay because it looks like, oh, I
don't know how to write JSON or figure
out if that's correct. anywhere in this
process for those of you that aren't
techsavvy. All you have to do is come
into generate use AI and then type in
what you want what you want it to do and
it's going to generate that formula for
you. It makes it unbelievably easy at
every step including making API calls.
Now, I could spend hours and hours going
through each individual thing about
Clay. That's all done inside of my
program. So, for now, you should just
know this is the template. This is the
workflow that you should use if you
decide to use Clay. So, what we're going
to get here is a bunch of good emails.
There might be some bad emails, but
you're going to see a lot of catch all
emails. These catch alls are ones that
we wouldn't normally email, but because
we're using this clay workflow, I've got
a find email step here that's verifying
these catchalls in real time. So, as you
can see, three out of four of those are
valid. This one was invalid. These steps
are just merging those valid emails. And
this one was invalid, but a qualified
lead. So, I'm actually finding their
true email with find email. So, now I've
got all of these valid emails kind of
ready to start emailing. Now, I can
start what I was talking about earlier,
which is finding the best PR outlet to
send them in the cold email campaign.
So, that's essentially what this is
doing. This prompt has a list of outlets
that we typically use and then it goes
through their company information and
matches it with the best fit outlet. And
here are a list of those outlets that
it's using. And then this step is
actually writing a PR article title for
them based on another prompt. So this is
one of the AI personalizations that
we're using. And I recommend that you
get really creative with the ones that
you use. So when we're reaching out and
we say, "Hey, I want to write an article
for you in VentureB. Here's the the
title I'm thinking. What do you think?"
That's a really good personalized email
cuz it incorporates their company in a
way that they wouldn't normally expect.
It's a cold email that they've probably
never received before and it feels like
somebody took the time to actually put
together a title for them and genuinely
wants to write that article. Finally,
the last step is to add them directly
into an instantly campaign. And now we
don't have to have a ton of different
campaigns with different outlets for
different industries. It can all go into
the exact same campaign. That table does
everything we need it to. It qualifies
them to make sure they're actually a
good lead. That'll reduce your list size
by about 50%. adds AI personalization in
a really creative and unique way, does
research into their company, and then
runs our prompt that comes up with AI
personalization we know that works,
verifies the catch all emails so we can
maximize the number of good leads we're
reaching out to, and then it adds them
directly into an instantly campaign. So,
we don't have to do anything except push
the lead list into Clay and let it do
its thing. Now, I told you I wasn't
going to do a full Clay walkthrough, and
I'm not. I just wanted to show you some
of the stuff that they give you in terms
of signals. So, let's come into signals
and see what are some of the stuff
that's offered up here at top. If you
want to do job changes, new hires, job
postings, promotions, news and
fundraising, and then custom signals,
these are all really easy ways to latch
on to these signals without you having
to build separate automations to find
them. And then you can run workflows
based on this data. And Clay does a
really good job at keeping this
populated with new data. So if you don't
want to do like appy to nadn to monitor
for new hires or new job postings, you
can use the clay native data and it's
going to be much better than the Apollo
data. So let's go ahead and see what
kind of templates are available to us
and this is going to be a good tell for
like what's possible with Clay. So some
of the advanced stuff that Clay makes it
really easy to do. Search with Google
Maps. So instead of building a Google
map scraper, you can do it right here.
Find key decision makers at target
companies. So, if you're looking to
reach out to Fortune 500 companies, this
is something that you can use.
Discovering open roles, uncover job
openings from company websites, recently
hired decision makers, this is actually
one that we kind of just talked about.
You know, if you're selling a marketing
offer to big companies, it's much easier
to sell it to newly hired CMOs,
transforming personal emails to work
emails, so it's really good at data
enrichment. Just a lot of great stuff
that helps you automate a lot of things
that would normally be really hard. I'm
going to go ahead and click new and I'm
going to do a new workbook. And within a
workbook, you can have different tables.
It's like having subshets in a Google
spreadsheet. So, I'm going to go ahead
and click add. And then there's
different ways to populate a table with
data. Now, normally you'll just be
importing it from CSV from your Apollo,
but there's a lot of other stuff that
you can do here like pulling it in from
a web hook. So, maybe you are running an
automation and you want to shoot people
into your clay table for processing. I
actually do this quite a bit and it
works well. But if you scroll down, you
can look at all of these different ways
that you can pull in data. Find
lookalike companies with Ocean.io.
They've got a native Clay integration.
So you don't have you don't have to sign
up for the platform. You can just do it
automatically here. So it's really good
for finding ideas, too. If you don't
know how to find your lead list, pull
leads in from Phantom Buster, you can
pull them directly from Ampify. You can
pull them from social media. So there's
just a lot of cool stuff that you can do
within Clay. And if you want the
template for that standard workflow,
it's going to be inside of the
resources. But if you want templates for
a lot of the more advanced workflows
that we're doing within Clay, those are
a lot more specialized. They're going to
be inside of the insiders program, each
of those templates requires
instructions, and you need to know why
I'm doing certain things, using certain
prompts, and how to customize it for
yourself. All right. Now, I just wanted
to show you something really cool that's
possible with Clay. Now, we talked about
really custom enrichments, finding
website vulnerabilities, SER rankings,
scraping social media posts, and really
just using data about a company that's
not generally accessible. And if you can
find something specific to use and then
write the personalization based on what
you learn in in that specialized data,
then you're going to have a really easy
time getting people to reply because
they're going to think you did research
on them and then wrote the
personalization. So, here's a good
example. This is a platform called Tel
Aviv that we're using to go through
somebody's website and identify all of
the vulnerabilities. So, we're starting
the scan, getting the scan results, and
then feeding the scan results to ChatGpt
to actually write a personalization
based on the vulnerability scan. Now, we
use this same strategy for all of our
cyber security clients and it works
unbelievably well. So, if you can find a
strategy like this, so for example, say
you're an SEO company and instead of
scanning vulnerabilities, maybe you're
scanning their current search rankings
and you give them that in the cold
email, then there's a really good chance
that they think you took the time to do
the research and then write the cold
email. So, no matter who you're reaching
out to or what your offer is, chances
are there's something like this that you
can come up with to really stand out in
your industry and make your prospect
think that you took the time, spent the
money, took the resources to give them
something valuable inside of that cold
email. So, that's the real power of
Clay. Makes it unbelievably useful,
especially if you know what other tools
that you can add to really get the most
bang for your buck. The single biggest
shift in cold email strategy in 2025 is
the use of signals. Using modern lead
genen tools, we can now solve one of the
oldest problems in cold email. That
problem is that you have no reason to
email somebody other than to sell
something and they know it. But now by
using a signal, you have something to
say other than, "Can I tell you about my
thing?" And instead of just hoping that
a prospect is a good fit, if you use a
signal, you make damn sure that they
are. This is how to use signal workflows
and build automations that add leads
into your campaign on autopilot
utilizing various different signals. So,
there are some different requirements to
run signal workflows. This is not for
the faint of heart. First, you're going
to need a source of the signal that has
accurate and recent data. It needs to be
correct and it needs to be timely. The
second thing you need is a way to push
that data into your cold email system.
If you're going to use signals, then you
need to automate them. And I'm going to
show you how to do that really easily.
You need an automation to validate,
clean, and qualify the leads just like
you would pulling data from Apollo. And
we're going to talk about some of the
common tools used to run these signal
workflows like make.com, Clay, Naden,
Apify, and Trigify. Benefits of using
signals. Well, they're much more
relevant emails. They actually do need
your thing. They're doing something in
the world that causes this signal to
trigger that makes you think that
they're a good fit. You get a much
higher reply rate. This is how you
activate that 5 to 20% reply rate range.
You get much better personalization if
you're using a signal. You actually have
something to say other than buy my
thing. And you can use the information
from that signal to write an AI
personalization that actually converts.
And then if you know what you're doing,
and you will by the end of this module,
you'll be able to automate the lead flow
from that signal all the way into your
instantly campaign. What about the
downsides of using signals? Well, they
can be somewhat complex to set up. They
can require costly software. In fact,
usually they do. And you might go
through all the effort and stress of
setting one of these signal workflows up
and you've probably got a 50% chance
that it still doesn't work as well as
your control campaign where you're just
pulling Apollo data, cleaning it, and
putting it inside of instantly. So my
recommendation, especially if you're a
beginner, is not to try and do this
first. You should validate your offer
first using the fundamentals and then
once you've mastered that and you have a
good performing control campaign, then
you can try and use some of these
signals. All right, so now I want to
walk through some of the most common
signal workflows that you can use and
I'll tell you a little bit about how you
can start building them. The first, and
this is a really popular one, is the job
listing signal workflow. So why is this
workflow so powerful? Say your company
is has a job listing open for business
development representatives and that job
description is they want that person to
do cold prospecting and outreach. Well,
if I'm trying to generate leads for my
cold email offer and I see that you're
hiring for that role and I could
automate what that person does, what
it's telling me is that you're willing
to invest in hiring a person to solve
that problem, which tells me that you
have that problem and you have money to
invest and it's a pain point of yours.
So instead of just guessing that a
company needs help with B2B lead
generation because they sell to
businesses, now they're actually
signaling to me that they have that
problem and they're willing to invest
in. Now there's a couple easy ways to
set up this specific signal workflow.
The first and easiest is going to be in
Clay. So if you come in to the start
here and you say find jobs, you can
actually filter by the job that you're
looking for. And the way to think about
this is you really want to find specific
jobs and locations where the company is
signaling that they're trying to solve
the problem that that position would
fill. So that BDR is a good example.
What about my PR firm? Well, what I
might want to do is find companies
hiring people that help with media,
public relations, communications. But
what am I going to get if I search for
that specific role? This is a big
mistake that people often make. If I try
and find companies hiring publicists,
I'm going to get a ton of PR agencies.
So, I want to exclude specific
industries as well. And you can do most
of that within Clay. Sometimes you got
to get a little bit creative. Now, the
thing to note here is if you're using
Clay or or really anything to find job
data, it's not going to give you the
person's email address to reach out to
like you're scraping Apollo. So,
therefore, you need to enrich that data.
You're going to have the usually company
URL, company name, but you're not going
to know who the decision maker is at
that company to reach out to. To do
that, you need to enrich the data,
typically using a clay table or another
automation. Another way that you can set
this up is using Appify to scrape
LinkedIn jobs on a day-to-day basis.
That way, you're actually getting the
most recent data for that job posting,
probably even more recent than Clay.
Almost definitely more recent than Clay.
And you're also not going to need Clay
if you do it that way. Now, I'm not
going to walk you through exactly how to
build each of these signal automations
because each of them is really in-depth,
probably takes an hour. I do have that
training available to you inside of my
insiders program if you do want to take
advantage of that. My goal here is just
to make you aware of these and kind of
point you in the right direction if it's
something that you want to do. So, some
more information about this one. You're
going to need to find the decision maker
at that company and you're going to need
to need to get their email address,
verify it, and then you'll use the job
description to write a personalized
email or first line and then add that
into your instantly campaign. But the
most important thing is that you're
getting an up-to-date list of the job
listings. Recency is really important
here. Apollo is too late. Clay is okay.
Appify is better. Make sure that you're
excluding your competitors. So in my PR
agency example, I want to exclude other
PR agencies. All right, so that's the
job listing signal workflow. Works
really well and it's a good first one
for you to set up if you're interested
in signals because Clay makes it really
easy to just go ahead and get started.
Let's talk about one of my personal
favorites and that's the social signal
workflow. So 2025 this has blown up for
me. It's been unbelievably powerful.
What a social signal workflow is is when
somebody comments or likes on a LinkedIn
post about a specific subject or maybe
by a specific creator, what they're
doing is signaling to me that they're
interested in that topic. They're
interested in that subject or maybe
they're interested in that creator. I'm
learning a lot about that person by
their engagement in that post and with
that content. And as an added benefit,
if they leave a comment, now I have
something to say about their comment.
But why this is so powerful is because
if I monitor LinkedIn now, I've got a
lot of their professional information as
well. And if I have their LinkedIn
profile, I can most likely find their
email address. So how this works, I want
to monitor specific content, specific
creators, find people engaging with
their posts. I want to find their email
addresses, and then I want to write
personalizations based on the subject
they commented on, about their comments,
and about that creator. Now, I have a
lot to say specifically to that person.
And if I've got a good LinkedIn
presence, then this makes everything
cake. And by the way, if you're
following the same creator and you can
say something about a creator that you
both like, now you have instant rapport
and you automatically build trust with
that person. Then you can use something
like Clay or NAN to automate that person
into your Instantly AI account. Let me
show you a little bit about how this
workflow works. So this is a tool called
Trigify. It makes the social listening
really easy. You can add specific
creators to follow and then anytime
someone engages with that creator's
post, Triggerify is scraping those
LinkedIn posts and bringing those
profiles into this table. Now I can
really quickly, as you can see, that's
already got the clay next to it. These
are already getting pushed into my clay
table for processing. So this is one of
the creators that I'm targeting. His
name is Benjamin. He does a lot of
marketing content. And look, Felipe from
Instantly also commented here. So it's
pulling all of his engagers into this
list and then it's sending them into my
clay table. Now, I show you how to set
this up in depth inside of my program,
but let's just go into my Clay table so
you can see what actually happens when
these leads are pushed from Trigify and
into Clay. So, it receives these web
hooks from Clay and I get all of this
data. I get the LinkedIn post that they
commented on. I get their company
information, their industry, their job
title, and then the first thing that I
want to do once I'm done processing
their data, this is the end of the data
I receive, is qualify them. Are they a
good fit for my offer or not? And that
prompt is going to change based on who
you sell to and what you sell. So, I'm
not going to go through the prompt too
much. All I really want is a yes or a
no. If it's a yes, as you can see, it's
like maybe 30% yeses, maybe 20%. Then I
want to find the LinkedIn author. Then I
want to find their email address. I'm
using ICPS to do that. Then I want to
validate their email address. Oops, it
was a catchall. Find email did it and
got their correct email address. It
looks like ICPS was right both times on
both of these. Then you want to write
your personalization and add directly to
instantly. Now this runs pretty much on
autopilot. So it's looking at these
signals, pushing people into my
campaign, and I know that all of the
people who are leaving those comments or
liking those posts are in fact
interested in the content and the topic
and lead generation. And we have instant
rapport because we're following the same
LinkedIn creators. It's also great for
driving people to my LinkedIn profile
cuz I usually just drop my LinkedIn at
the end of that email. It builds trust.
Now they go and follow me on LinkedIn as
well. Now, you can set up that same
signal workflow using Ampify and NAND.
So, you don't have to pay for Trigify. I
think Trigify, I pay about $150 a month
for this specific use case, but I could
automate that with Appify as well. All
right, let's talk about company signals.
So, we kind of touched on this earlier
when we were talking about list
building. You know, recently funded,
company growing, IPO, likely. These are
all really good signals to use if the
data is accurate and especially if it's
timely. So, if you're too late on a
recent funding, it's you may as well not
use it at all. So, what if you do want
to use these signals? What if you think
it's a really good idea? You want to
target people with recent funding, you
need to make sure that you're first to
the data. And one of the best ways to do
that is use the source that most of
these other data aggregators like Clay
or Apollo are using. You want to use
Crunchb and you want to scrape it every
day. All right. So, let's go to Crunchb.
We're in Crunchb. This is the source of
the data. Crunch is the one collecting
it. So now we're going to come into
signals under companies and see what we
actually have to work with. We've got
heat scores, growth events, growth
predictions, funding predictions. These
are companies that they think are going
to get funding. IPO predictions, news
insights, meaning this company was
recently in the news, acquisition
prediction, no layoffs reported,
leadership hire. These are really good
signals that we can use and they're at
the source. So this is where the source
comes from. So what if I wanted to
automate this? I wanted to scrape new
signals that are funding prediction very
likely and I want to put this into a
clay table or into an NADN automation.
Well, this is where you really want to
reach for something like Ampify. And I
use this for everything. I'm on their
like $500 per month plan. I use this
like crazy, but there's almost nothing
that you can't scrape here. So, if I go
to the Appify store and I type in
CrunchBase, this will let me
automatically pull data from CrunchBase
and put it basically wherever I want
using web hooks and API calls. So, a
couple questions to ask yourself. What
is the source of the data? And then, how
do I scrape the data and get it into my
campaign? So, there's specific workflows
that I use. I really just copy and paste
them now because they're all relatively
the same. This is how those workflows
typically run. Every day at a certain
time frame, it'll run the actor and
start the scraping. It'll wait, see if
it's done, and then get the data from
that scrape. Can filter by time frame,
so you're only getting the most recent
data. And then you're databasing, so
you're checking whether or not you've
used that company yet. If not, you're
going to go ahead and run an AI prompt
to qualify that lead, make sure they're
a good fit. If they are a good fit, they
proceed. If they're not, they add them
to the database so you don't use it
again. And if it proceeds, now you can
go ahead and do research, write copy,
and then add it to a sheet or add it to
your Instantly AI account. Now, if
you're interested in learning how to do
this and getting templates for this,
again, get into that insiders program.
That's where all of that detailed
step-by-step workflows are going to
live. Now, one of the things that you're
going to have to master if you want to
use signals is enrichment. So, a lot of
these signals don't give you the
decision maker's email. You need to
figure out who that decision maker is,
and then you need to figure out how
you're going to get their email address.
So, with this Crunchb example, you're
not typically going to get their CEO's
name and their email address. You're
just going to have the organization
name. So using that, you're going to
have to find the decision maker. And you
can use tools like find email or even
Apollo's API to do that. Or if you want,
you can always use your clay credits. I
just want to reiterate, once you
understand this basic idea of signals
and how it works, the sky's is the
limit. There's almost nothing that you
can't create. You're monitoring the
internet for some sort of event. You can
get lots of ideas just by going in Clay
and playing around or by watching my
videos. And then once you understand how
to build these workflows, you can latch
on to just about any signal you can
imagine. So my spam inbox signal that I
I've talked about extensively is one
perfect example of that. A PR award
workflow. So I run a PR agency. What's a
good tell to me that somebody cares
about their PR? Well, if they're winning
a PR award somewhere else. So how would
I know that? Well, I can monitor Google
to see new award announcements. It's a
really easy search to do. And in fact in
Ampify you can come in and say run a
Google news scraper once a day and see
if any new awards have been announced.
Business awards, entrepreneurship
awards, you name it. And then I can
scrape those articles to find the
winners and then enrich them from there.
So once you understand that basic
principle, there is nothing that you
can't build. All right. Now some
recommended tools if you want to start
using signals. Clay makes everything a
little bit easier. You might not be able
to do everything with Clay, but even if
you can't use the signal on Clay or use
their data, a lot of times you want to
push your own signal data into Clay to
do the rest of the job. So you're not
relying on these giant nadn or make.com
automations to like verify the emails
and write the personalization. You can
just do it really quickly in clay.
Aify.com. Highly recommend using this.
This is what I use for most of my
automations. And you can get a huge
discount on that by going to my software
vault. And then you'll probably need
either make.com or nadn if you're
feeling a little bit more advanced. But
you can get 12 months for free on
make.com using my link in the software
vault. Or you can install nadn on your
own instance or you can use nadn and
it's super affordable. You can also
consider using additional tools like
triggery for those LinkedIn social
signals. You can also use ampify for
that. And then you might want to think
about getting subscriptions to
CrunchBase if you want to use their appy
scrapers because most of those appy
scrapers do require you to have a pro
license so that you can basically import
your cookie and scrape from your
account. Another new company I'm working
with is called Audience Lab. Uh to be
fair, I haven't tested this data yet,
but in here you can actually build
audiences based off of intent. So we saw
inside of Apollo they have those buyer
intent signals. Well, inside of audience
lab, you can actually get much more
granular with them. So, I'm going to
come into intent. I'm going to come into
pre-made B2B, and I want to find
companies who are interested in lead
generation. So, let's just say lead
management. And there's lots of
different intent filters that you can
use. Then you can hyper segment by
specific job titles and a lot of other
factors. And it will generate an
audience for you based on those intent
signals. and then you can push them into
your clay table or your automation using
web hooks. This is the most promising
solution that I found for buyer intent
data and I'll get back to you on whether
or not this is effective or not, but
I'll will tell you that the Apollo buyer
intent data is not effective. All right,
this is just a note that if you're
interested in implementing a lot of
those more advanced signal workflows
that I just mentioned, all of those
things are available in my insiders
program. That's where we can really get
into the weeds, give you templates that
you agree not to share and distribute,
and I can walk you through step by step
how to actually implement them. So, if
you're interested in joining the
Insiders program, it's just
leadgenj.com/insiders.
And it's not just for advanced stuff. It
takes you all the way from beginner to
advanced. We do free mailbox setup. You
get free unlimited use of all of our
copywriting tools. There's a lot of
modules and lessons in there that I do
not teach on YouTube that are still too
sensitive for YouTube. So, definitely
consider joining. The price goes up
every quarter. And make sure that you
check the free school community. Join
that first. Inside this resources
document, you're going to find a
discount code for the insiders. Make
sure that you join that to get that
discount code if you do want to join.
And I never do discount codes. Okay.
Now, next, I want to talk to you about
something really advanced and really
fun, which I'm really excited about in
2025. I'm using this like crazy and a
lot of people are paying me a lot of
money to install this for them. And that
is reply automations. We're going to be
walking through some different levels of
this. Even if you're not that advanced,
I'm going to give you some workarounds
to build some of these reply
automations. And if you're interested in
learning how we're doing what I call the
reply JII. Can't wait to show you how it
works. Let's dig in. One of my greatest
contributions to the cold email world
has been in AI reply automations. See,
in 2024, I designed version one of a
system that could reply to every cold
email on autopilot. And the replies were
instant. They were personalized and they
converted three times better than our
team of BDRs. And since then, more than
150 cold email agencies and high volume
cold emailers have installed this same
system and watched their own booked
calls skyrocket. In this module, I'm
going to show you how it's built and
where to get the blueprint to install
this yourself. But I want you to
remember getting replies is only half
the battle. Converting replies is what
this is all about. This is reply
automations. how to use AI automation to
manage your cold email replies. So, a
quick overview first just to kind of set
the pace. Reply automation is triggering
an action when a reply is received
inside of Instantly. And as you already
know, the sooner that you reply to that
lead, the higher the chance of success.
In fact, if you reply within 30 minutes,
you actually have a 60% higher chance of
converting that lead into a call. And
automations can help assist you in
getting to replies fast, doing the
research, and even sending the replies
automatically. So, there's three levels
of reply automation that I'm going to be
going through, ending with my replyji
system. But you don't have to get super
advanced to utilize AI in your replies.
As I showed you earlier, Instantly
actually has a built-in feature to help
automate replies using AI. You can get
app notifications and then if you trust
it, you can enable AI inbox manager
directly in instantly to start handling
those conversations for you. And you can
do all of that without needing NAN or
make or understanding how to build AI
models or write prompts. All of that can
happen automatically inside of
Instantly. And just to kind of
reiterate, let's go back into the
Instantly dashboard and show you where
all this stuff lives. So coming into
Instantly, let's go into settings. We
want to make sure your preferences are
set up to enable some of these features.
So, we're going to go to preferences.
We're going to go to AI automations and
make sure that all of these are on
except AI inbox manager. You want to
automatically suggest replies with
OpenAI. You ought to enable these
positive reply notifications. And then
you really want to start saving all of
those snippets inside of the UniBox and
then using the snippets when you're
interacting. You also want to make sure
that you have your OpenAI connected. So,
if you come to integrations and apps,
connect your OpenAI here. You're going
to want to add your API key. And if you
don't already have one, you're going to
need to know how to make one for this
and for lots of other stuff. All right,
so that's the beginner level. Nobody
should have an excuse not to be able to
at least use those features. Now, let's
talk about the middle level. If you're
intermediate, this is something that
would be really useful, and I kind of
touched on this earlier, but you can
build your own reply automations inside
of Zapier or Make or NAND. Now, if
you're a beginner, I recommend using
make.com, and you can get that 12 months
for free as part of my insiders program.
I want you to take a look at the
automation to your right. That's going
to be available to you to copy inside of
the resources. But what does this
automation do? Well, it catches the new
replies inside of instantly. And you
actually don't even need to use the web
hooks. I like doing it because it gives
you a little bit more control. But if
you actually come into make.com and
started from scratch here, they actually
have native instantly integrations. So
you can watch for these events and
create the web hooks directly within
make. They have instantly integrations.
So when apply comes in, this gets
triggered and then you can take several
actions from there. So the actions that
I'm typically using are I want to do
research onto that person. I have their
website. I typically have their company
name and I can have Perplexity go out
and do a search on them and come back
with specific information that I can use
to generate a targeted reply. So once I
have that research and I want to
generate a reply that my team can use, I
will actually add a module for OpenAI
and you're going to have a template for
this. See, OpenAI assistants are really
easy for even beginners to train and to
give information to. The benefit of
using an assistant is because now you
can call specific files that that
assistant has access to. And this is all
going to be available to you as well as
the YouTube video to watch and the
blueprint inside of the resources. But
what you're going to do is you're going
to call your assistant that's already
trained on your knowledge base, how to
respond to different situations, your
reply database, if you will. And by the
way, guys, if you want help drafting
replies, that is another lead magnet
that we have. All you have to do is
upload your sequence or give us some
information about your company and we'll
actually find the most common questions
that people are likely to ask, find the
answers to those questions, and write
how you should present them as a cold
email reply and send you a list of those
replies so you can just import them as
templates. So, if you're interested in
that, again, it's all going to be in the
resources for you. So, this is going to
draft the reply that's going to create
the response. It's going to database it
inside of Google Sheets and then it's
going to send an email to your team and
that email is typically going to go to
your salesperson and it's going to have
a link to the uni box to go reply. It's
going to have the research and it's
going to have the suggested reply that
you can send to the lead inside of
instantly. And of course, the templates
are going to be available for you inside
of the course mastery notes. Just to
kind of recoup how this automation
works, it catches all of the incoming
replies, does research, it messages an
OpenAI assistant that's already trained
on my knowledge base and how to respond
to certain situations. Again, detailed
information about training is going to
be in that YouTube video. It uses that
to draft its most likely reply. Then it
databases it in Google Sheets and sends
it to my team to quickly go act on that
lead with a draft reply in hand, with
research on hand, and a direct link to
the UniBox. But let's be honest, this is
what most of you are here for, and
that's learning how the replyji
automation works. Now, this is a fully
autonomous solution that creates
personalized replies at scale. There's a
human check step, so it doesn't just
send them automatically. You can either
elect to approve them or have them sent
immediately and automatically. It
utilizes AI agents that are trained on
on historical replies to create the
perfect reply every time. It's fully
customizable for various use cases like
my reverse lead magnet. If they say a
trigger word or it reads the
conversation and decides that they are
saying yes to my reverse lead magnet, it
triggers that workflow. What's crazy is
that it's fully trainable. It gets
better the more feedback that you give
it. And there's built-in mechanisms so
you can quickly train it if it ever gets
something wrong. And of course, it
integrates with notion or air table so
that you can actually check and make
sure that each reply is correct. So this
is the replyji 2.0. 0. I'm going to be
walking you through a little bit about
how I set this up. But what's so
powerful about this system is that it
utilizes two things. It uses AI agents
and the knowledge base inside of those
agents, but it also utilizes instantly's
API. Now, to make API calls, we're
talking to and from Instantly. So, I can
get the thread and then I can respond
directly in that thread. So, you never
even have to log into Instantly to check
the replies. So, here's how this
workflow works. We've got a web hook
just like in make.com that's catching
all of the replies. We're then making an
API call to instantly to get information
about that thread. We're then using AI
agents to first categorize the
conversation. Yes, Instantly tags them
as interested or not interested, but I'm
interested in getting a little bit more
granular than that. So, I have a few
different categories that I want the AI
to to batch somebody into. And it uses
my specific prompt instead of whatever
prompt instantly uses to label them. It
actually uses the one specific to me
that is going to work for most of you to
batch them into these different buckets.
The first one is interested replies. Is
this person interested in having a
conversation? Should I reply to this
person? If they're interested, it gives
them that interested tag. And then this
is really where the magic happens,
creating that reply. This wasn't really
possible before NAND's AI agents, but
now it's unbelievably easy to do this in
a single step. This AI agent will do
research on the lead with Perplexity
tool. It'll keep a memory of recent
chats with that thread. So maybe this
isn't the first time that they've
replied. Maybe it's the third time and
you're in an ongoing conversation. Using
the memory, it's actually going to know
the entire history of that chat. We're
using the cloud model to write the best
copy. And we're using the superbase
knowledge base to quickly recall
previous training, previous
conversations, and always come up with
the perfect reply. After that, it
converts it to HTML, which is the format
that you need to send back to instantly.
and then creates a notion page, which
I'm going to show you exactly what that
looks like now. So, all of that
information is now sent into notion so
that my team can take action. And you'll
see a bunch of different stuff going on
here. Let me explain to you how this all
works. On the left hand side, this is
the category, the label that that lead
gets assigned, the last message that
they sent, the AI reply that we came up
with. This good column is the trigger
column. So, my team is really just
coming in here and selecting the best
response, whether that message was
delivered to them successfully, and then
additional information that's being
collected inside of notion. But all my
team has to do is come in here and these
good columns will be blank. They'll read
the AI reply. They'll read the last
message if they want. And then if they
want to send it, all I have to do is,
hey, good. Now, what's great here is
you'll see a lot of these send AI
sequence. This is my reverse lead
magnet. So what's happening inside of
ReplyJI based on the category that it
assigns, it's choosing which direction
to send that lead. So for custom paths,
this is where I'm sending my send AI
sequence, my reverse lead magnet. So
what's happening is it's giving them a
tag and the best part is there is no
check step for my team because it
automatically designates that as send AI
sequence and it immediately triggers an
additional automation for that reverse
lead magnet. So, let's talk about some
of the other paths and why this is so
powerful. If they say no or they're not
interested, I'm interested in more than
just knowing whether they said no or
not. I'm interested in what type of no.
I kind of mentioned this earlier,
replying to the soft nos. That's what
this is all about. So, if it's a soft
no, it categorizes them as soft no and
still generates a reply for them. It's
not going to expend all the resources
and doing a bunch of research and
accessing the knowledge base. It's just
going to be a really simple soft note
template. And this is right almost 100%
of the time. And I could send this
directly back to the lead without having
to go into notion. And then hardno is
another important automation because it
labels them hard no. It deletes the lead
and it adds them to a block list. This
is how the first step of the replyji
automation works. But there is a second
really important step to actually
deliver those cold emails. Now, it would
be actually be much easier if I trusted
this thing 100% of the time and instead
of adding these to notion or I can add
them to notion also just send them
directly back into instantly and reply
immediately. I could do that really
easily with a single API call but
instead I want to put it into notion so
that my team can actually check and
continue to train the AI. All I have to
do to train the AI as you can see send
revised. This is one that was trained.
So the AI reply got something wrong and
my team came in here and they did the
correct reply. You can also enter the
correct reasoning to try and give the AI
a reason that it was wrong. And then
I'll show you what's going to happen
with this in just a second. But what
that'll do is it sends the correct reply
and it also trains your knowledge base
on why it was wrong. And this brings me
to step two of the system, which is the
sending module and the AI training
module. Based on what you say here in
this good column, different web hooks
are triggered. And you can do this by
setting up automations from inside of
notion. You can do the same thing inside
of Air Table. So that's how those web
hooks are getting triggered. And then
based on which web hook, it sets the
reply and then it sends as an API call
inside of instantly. If it's successful,
you get a send success. If it's send
fail, you get a send fail in notion. So
the sending module is pretty simple. The
AI training module is a little bit more
detailed. This is actually what powers
this whole thing. And especially when
you just install this, you're going to
have to be doing a lot of training,
which is why I needed to make the
training process as easy as possible.
Superbase is actually a free tool that
you can use for databasing and knowledge
basing. So when that train AI is
triggered, this AI agent goes through
the revised copy. It goes through the
reasoning. It goes through what it said
and it figures out what to add to the
knowledge base so that it doesn't mess
up the next time. Then it uses the
correct information. And just like that,
once you install this thing and train it
for about a week, now you can manage
your replies at scale. Now this does
obviously require a little bit of
technical knowledge. You need to
understand automations, prompting, and
you can't just copy and paste my exact
system into yours because chances are
your knowledge base is going to be
different. You need to set up your own
Superbase accounts and AI profiles. So,
there's a lot of nuance that goes into
this. So, if you're interested in
learning exactly how to set this up with
all of the blueprints and the
walkthroughs, make sure to join the
insiders program, and that's going to be
available for you in there. This is only
for insiders members. All right, so
here's some of my recommendations for
handling replies. When you're a
beginner, use Instantly's built-in AI
when you're getting started. You don't
need this giant bloated ReplyJI system
unless you have a lot of incoming
replies that you can't keep up with.
Now, once you have 10 or more replies
every day, then you can think about
launching something like ReplyJI.
Remember, don't worry about automating
replies until you have lots of replies.
Don't try and solve problems that you
don't have yet. First, solve the problem
of getting a lot of interested replies
coming in. Once it becomes more than you
can manage, that's a good problem to
have. Then you can install ReplyJI. Now
that you've watched this video, you will
not be able to escape me. Google knows
that you watched and now I'm going to be
following you all around YouTube and
their entire display network. I'm going
to show you ads until finally you give
in and you click and then I've got you.
You're pixelled. You're going to start
getting ads on Reddit, LinkedIn,
Facebook, and Instagram. And then
finally, you're going to opt in. And
once you do, I'm going to be contacting
you by email, by iMessage, by voicemail,
and even direct mail. In some cases,
you're going to think I'm everywhere or
omniresent. And this is the power of
omni channel marketing. Making your
leads think that they know you because
now they're seeing you everywhere. This
makes them trust you and eventually
they're not going to be able to help but
buy from you. But you don't need a
YouTube channel to take advantage of
omni channel. This is only one form of
top offunnel traffic. people who don't
know who I am and are discovering me
just like you probably are now. No, the
greatest top offunnel source of all time
is cold email. And I'm going to show you
how to leverage the same omni channel
principle on cold email. This is omni
channel outreach. Making your prospects
think that you're everywhere like it was
their idea. And see that meme? That's
going to be you. I'm going to be
following you everywhere. You're going
to really fall in love with this pretty
face and all of my fun ads. So, what is
omni channel? Well, it's essentially
what it sounds like. utilizing different
platforms to make your prospects think
you're omniresent like God. You may also
have heard this called multi-channel or
crossplatform. It's all the same thing.
And some common channels that we use to
do omni channel are paid ads, SMS, we
use voicemail drops, direct mail, and
LinkedIn. And I want you to think that
the more channels you're able to hit
somebody on, the higher chance that
you're going to get them to respond. You
need to make the prospect think that
they know you better. So, if you're
showing up on a platform where they
spend the most time, they're going to
see you a lot more often and they're
going to be more likely to click and
eventually to buy. So, all those
platforms that I just mentioned, one of
them may have struck a chord. You're
like, you know what? I freaking love
Reddit. I spend so much time on Reddit.
Or you might be thinking, I love
Facebook or I love Instagram or I listen
to all my voicemails. You might hit a
dud on four out of five channels. But by
adding more and more channels, you're
increasing your shots at getting through
to that lead and getting them to take
action. Now, with that being said, I
want to issue a quick warning. Don't try
to do it all all at once. You really
need to understand the the limits and
the cost before just implementing all of
the things that I just mentioned. And
remember this fact, cold email leads,
your cold email list, they don't know
who you are yet. Even when you email
them, they still don't know who you are,
which means they're not valuable to you
yet. They're not a retargeting audience
yet. Another important thing to note,
you can scale cold email. You can send a
million emails a month, but other
channels like LinkedIn outreach are much
harder to scale. Lastly, the data
matters a lot. I'm talking about phone
numbers and addresses. So, if you want
to add other channels, you need to make
sure that you have the right
information. Okay, we're going to break
down each of these channels and I'm
going to be giving you some little
workarounds and hacks to implement these
solutions. The first is paid ads. And
everybody should have retargeting ads
set up. A retargeting ad is an ad you
only serve to somebody who's already
familiar with you. They've already
watched your video. They've already been
to your site. Now, the reason everybody
needs to use retargeting ads is it's
really hard to lose money on retargeting
ads. That person's already suggested
that they're interested. You've already
suggested that you're interested in cold
email by watching this video. So, if I
serve you ads to sell you cold email
stuff and my programs and my offers,
then I'm going to have a much higher
chance of converting you. Now, cold
email is the same thing. Once somebody
replies and you're trying to get them
onto a call or get them to your site to
fill out a form, if they click on that
calendarly link or they click on your
opt-in form, they click on your website
link, that is a hard signal that they
are interested in what you're shilling.
And the final destination for all of
your our cold emails are to get somebody
to click on a link. Even if it's to book
a call on a calendarly, you can still
pixel your kalanly. Now, I'm not going
to do a detailed walkthrough right now
of how to set up pixels and tracking
codes and retargeting ads. There's
plenty of videos online for that or
inside of my insiders program. You
should have an ad account wherever you
want to run the retargeting ads. The two
main ones are Facebook Ads Manager and
Google Ads. They're going to give you a
tracking code. You're going to copy that
tracking code and you're going to put it
on your either your Calendarly account
or on the website that you're sending
people. Once Google and Facebook get
pings that that person visited that
site, now you can serve them retargeting
ads. These are highly profitable and
extremely lowcost to run. Now, my
recommended place that I think you
should start with these retargeting ads
are Facebook, Google Display Network,
YouTube, and LinkedIn, but only for
retargeting. These are my highest
converting channels and most people's
highest converting channels. Some other
areas I run retargeting ads, Tik Tok,
Kora, and Reddit. They're all very
effective, and they're all relatively
the same thing. Reddit and Kora use the
same images and copy across most of
these platforms. They're relatively the
same principle. You just have to set
them up and implement them and make sure
that you're tracking them correctly. And
that's how you get results like this on
your paid ads. It's not because I run a
ton of top offunnel paid ads. I don't
spend very much and I make a lot from
these paid ads just by cleaning up on
people like yourself who already know
who I am and I'm just giving you a CTA
in the form of the ad. And for those of
you that have never seen a dashboard
like this before, this is Hyros. and
you're spending a lot of money on paid
ads. This is an essential tool to have
for tracking and making sure that the
attribution is correct. The next channel
I really want to focus on is voicemail.
So, doing outbound dialing, especially
AI outbound dialers, can actually cause
a lot of problems and we don't touch it,
but we do do a lot of voicemail drops.
So, a voicemail drop is the phone
doesn't actually ring, but somebody gets
a notification that they have a
voicemail, somebody has has left them a
message. Now, your goal is to get them
to listen to the voicemail and take some
sort of action. Now, a lot of times they
will call back that voicemail number.
So, you need to make sure that you have
someone on sales team ready to receive
the call back. There's some platforms
where you can do this pretty much on
autopilot for no additional money. Like
in GoHigh Level, there's a a feature in
there where as part of the automation,
you can send a voicemail drop. I
actually like using tools like Drop
Cowboy. There's a lot of solutions for
this, but this one's really affordable
and they have good APIs. So, I can
simply send voicemail drops with my
custom AI generated voicemail
specifically for that lead on autopilot.
And if you want to implement voicemail
drops, a couple recommendations are you
shouldn't just send it to everybody that
you send a cold email to. You should
probably do it on email open. That way
they open the email, they see it, then
they get a voicemail right away and
they'll feel like they know you because
they just got a voicemail from you. They
got an email from you and it works
really nicely together. So, for those of
you who are a little bit more advanced,
you can actually clone your voice using
11 Labs. You just upload some audio, it
clones your voice for you, and it does a
really good job. And once you have a
voice clone, you can set up an
automation like this. And yes, you'll
get the template for this inside of the
resources. When someone opens the email,
it'll use Claude to actually write what
the voicemail is going to dictate. So,
this Claude prompt actually looks at the
lead and the lead information and it
writes a unique voicemail for that
person, calling them out by name,
calling them their company out by name,
and then plugs that into 11 Labs with my
voice to actually dictate that
voicemail. And then we send it via Drop
Cowboy using this API call. Not a lot of
people do this because it takes a couple
of steps, but it's really not that hard
to do and goes a long way for improving
your lead generation campaigns. The next
channel I want to talk about is direct
mail. This is sending a physical letter
to somebody's address, whether that be
their personal address or their company.
And there's really two ways to go about
this. There's the fancy letters that are
probably going to get opened and the
cheaper letters that probably won't.
Now, I'm going to show you my
recommendation for either solution. If
you have a higher value lead and you
have their personal address, then I do
recommend using a tool called
Handwritten. So, Handwritten actually
uses like a 3D printer with a pen to do
actual handwritten letters. So, it comes
on like a handwritten envelope with the
address handwritten and then you open it
and it's a handwritten letter that's
actually done with a pen. Now, the
problem with this is it can cost around
$3 per letter. So, this can add up
really quickly. But, if your leads are
high enough value, then these are the
things that are going to get opened.
Now, if you want to do this at scale and
you want to send thousands of letters
for pennies on the dollar, then you
might want to consider using a tool
called Clicksend. Using Clicksend, you
can send really cheap letters at scale,
but they're not going to be nearly as
likely to get opened because they're not
handwritten. So, people are going to
assume that there's some kind of
advertising direct mail. So, how to
leverage this? You can either send it
when somebody replies and they're
interested and you're trying to convert
that person to a call. It's a really
good way to do it. Or if you've got a
really small TAM and your leads are
really high value, then you can consider
using this potentially for everybody.
And of course, there's an advanced
workflow that goes along with this. It's
pretty simple. If somebody replies, it
goes ahead and writes that letter to
them and then sends it directly with
handwritten. So, a really simple formula
there. Another really popular solution
that everybody should implement cuz it's
so easy to do now is LinkedIn
automation. You can automate your
LinkedIn account to connect with cold
email prospects. And Clay makes that
easier than ever. But you really don't
even need Clay. You can set up the same
sort of campaign here where somebody
replies and they're interested. And then
I could just add a module here for my
LinkedIn software, which is Hey Reach. I
can go ahead and add them to a campaign
or send a message. Now, the problem with
this is you can only connect with about
30 people per day. So, if you're only
doing this for interested replies,
again, it's a really good way to connect
a little bit deeper with the people
you're cold emailing. So, even if they
reply and they're somewhat interested,
they're probably not going to buy from
you, but they're much more likely to buy
from you if you've sent them direct
mail, your friends on LinkedIn, maybe
you've sent them a voicemail drop and
talked over the phone. All of those
things make them think they know you
better and can trust you more. And
again, you can automate this using clay
or really simply using make.com. Some
other channels that are worth
mentioning, but probably not advised to
do right away. SMS, you can do it. You
can do it using clicks send or various
other tools. I don't because they have a
high chance of phone bands and people
hate getting cold text messages. So, I
just would not recommend using that at
all. I would recommend the voicemail
drop. For calling, unless you're going
to pick up the phone and dial yourself
or you have someone to do it, I
definitely don't recommend doing it,
especially with AI. People hate getting
AI voicemails. It kills your chances of
the deal, I think. So, the best way that
we've found to do AI calling is the
voicemail drops and then just waiting
for the call back. And then other
retargeting ad platforms, set these up
after you've set up the core retargeting
platforms and it's going to it's going
to all work for sure. Let's just go over
again what the basic omniresence
strategy is. Really wrap your head
around this cuz it's going to make
everything else make sense. The goal is
to get as many interested people
clicking on your link for a low cost.
This is the top of the funnel. As you
can see here in the picture, prospects
come in the top. Top of funnel marketing
is usually the most expensive. Getting
people who don't know who you are to
know who you are and click is always the
most expensive part of making the sale.
Cold email makes it really cheap. You
can get a lot of people to click for
pennies on the dollar. Then once they
click, you can follow them around with
retargeting ads on all of the major
platforms. Do this for at least 30 days
and up to 90 days, but focus a lot of
your budget at first. They're more
likely to convert the sooner they are to
that initial action. If it's been 90
days, they've probably forgotten who you
are by then. Remember, top offunnel
marketing is the most expensive because
they're not searching for you and they
don't know who you are and you're
competing with a lot of other companies
for that attention. But once you get the
attention, keeping it is much easier.
And retargeting has a really high
rorowass or return on ad spend because
one, you already know they're interested
and two, they already know who you are.
Now, I'm not going to do a full detailed
course on setting up your retargeting
ads, but I did want to leave you with
some nuggets. This is your chance to
counter all of the implicit objections.
Now, implicit objections are really
important concept. What is holding them
back from buying that maybe they're not
saying out loud or saying to you? For
example, if I'm selling CRM services, I
know that their implicit objection is
they probably already have a CRM and
don't want to change and don't want to
force that on their team. So, if you
already know that they're thinking that,
you can get ahead of it and you can
serve them retargeting ads that counters
that objection and answers that
objection. And by the way, you can use
that same principle for cold email as
well. So, if you know there's a main
objection that everybody's going to
have, get out in front of it and say it
in the copy. The next thing that you can
do in your retargeting ads is show them
case studies and testimonials. If you
can show them other people having
success with your thing, they're going
to get FOMO and they're going to want it
too, especially if that person looks
like them. So you can get really
targeted. You can serve all of the men
in your retargeting pool, male case
studies and male testimonials and all
the women female case studies and female
testimonials. You can also highlight
specific key features that you think are
major selling points for your offer. For
example, in my insiders program, I know
I've got like five types of buyers. If
you are new to cold email and you want
to launch your own system, we'll
actually give you CRM. We'll give you
all of the templates. We'll set up your
mailboxes, write your copy. All of that
stuff is great for beginners. But I also
have a lot of cold email agencies that
join or people that offer this as a
service. And instead of framing it as
we're going to write your cold email
copy, it's we'll write it for all of
your clients and do the setup for all of
your clients. So you can highlight these
different key features that are really
attractive to the different groups that
are interested in buying your thing. And
most importantly here, make sure your
tracking is set up properly. You can go
on Fiverr and hire someone for 20 bucks
to come in and set up conversion
tracking, set up your Google Analytics.
Don't worry about learning this on your
own. Just have someone do it once and
then you're done. Now, I always hear
people saying cold email is dead or the
future is not going to be cold email.
I've been doing cold email for over 10
years and it's been a cornerstone of my
marketing for that entire span of
business. It's been the single skill
that's made me the most money and every
couple years there's a big scare and
everybody thinks cold email is dead. So,
right now I kind of want to spend a few
minutes talking about the future of cold
email. Because if you're investing a lot
of time and energy and resources into
learning this skill and building these
systems, you want to make sure that it's
not going to go away next year like a
lot of marketing platforms do. So, with
that being said, let's talk about the
future of cold email. Where is this
going to be in 1, five, 10 years from
now? So, taking a quick walk back of
memory lane, I do have a lot of people
in my communities that have been doing
this even longer than me, but it's been
a freaking whirlwind. 10 years ago, I
was just getting started with cold email
and deliverability was a breeze. There
was no spam filters. You could just send
an email to tens of thousands of people
and end up in the inbox. In fact, we
were using that same tool that I showed
you earlier, Clicksend. We could send
10,000 emails in a single send from the
same IP address, Clicksense's IP
address, and they would all end up in
the inbox, and we would just get flooded
with responses and book calls cuz we
were sending a link in in that email. It
was just the wild west. It was crazy. At
one point, we were sending 10,000 emails
a day from that same platform, that same
IP address that it would cost us like 50
bucks to send those emails and we would
get like a 100red book calls from that
send. It was absolutely ridiculous. But
back then, there was less competition,
so the leads were less defensive and
there was way less protocols in place to
defend against spam and defend against
cold email. Now, obviously, that's
changed. Tools like Instantly have made
it really easy for people to start
sending cold emails. But listen, email
is still the primary mode of business
communication. It was back then, it is
today, and I predict that it will be 10
years from now. So, the lay of the land
of cold email today, the email service
providers are monitoring domains, IPs,
and they're monitoring the mailboxes.
They're looking at the copy and they're
looking for spam. They're looking at the
reputations of all of these different
elements. They're reading the emails and
they're categorizing them automatically
into the promotions tab or the socials
tab. And they're using AI to detect
sending patterns, repeat copy and
phrases. And they're getting really good
at filtering out spam and salesy and
promotional emails. So, you can't just
send whatever you want anymore. And
obviously, cold email has become a lot
more popular. So, there's a lot more
competition, and there's more of a need
for Google and Microsoft to play
defense. I should just mention, I'm
sorry if you've been cold emailing for a
while. Some of that is probably my fault
in popularizing it and teaching people
how to send cold emails really easily.
But, it's transformed my life. and I
know it's going to transform a lot of
your lives who are watching this today.
So, is cold email dying like people may
have told you or may be saying? The
answer is hell no. Email is still by far
the main method of B2B communication.
All of us who are in business check our
email every single day. And you can't
say that about any other platform. I
mean, Google search, we're using way
less. I'm typically asking AI half the
time when I have a question. I'm not
scrolling through Facebook anymore. On
Instagram, I'm not scrolling as much.
Now, you're going through Tik Tok or
you're watching YouTube shorts.
attention always deviates from the ad
platforms that people are using, but not
from email. People are still using email
every single day. And the second point,
AI is being used to prevent cold email.
Yes, it's being used by the service
providers to play defense, but it's also
being used by people like me to play
offense and to get around all of those
curve balls and make people think that
it's not a cold email. It's just a
regular email and increase their reply
rates to levels that we didn't see even
10 years ago. It's also important to
note that Google and Microsoft aren't
dumb. They know that this is happening.
This is one of Google and Microsoft's
main revenue sources. They're aware that
people are sending cold emails. They
just want to filter out the bad ones.
And there is no way in hell they're
going to give up cold email cuz they're
going to lose such a huge revenue
source. So, is cold email dead? Yeah,
it's dead if you're a spammer and you
don't adapt and you don't learn the
right way to do things. Now, I want to
share some really exciting technologies
that I'm currently experimenting with,
have experimented with, and where I see
the future of cold email tech going.
It's really cool stuff. The first is
autonomous BDRs. So, we're already
really close to writing cold emails
using entirely AI to replying to cold
emails using entirely AI. But there's
still a lot of human components needed
to actually do a good job. You need to
go add the filters, export the list,
clean the list, you know, write all the
prompts. There's still a lot of steps
that are involved in launching a
successful cold email campaign.
Autonomous BDRs basically take that all
away. You upload your website, answer a
few questions. It builds the list. It
builds the mailboxes, the LinkedIn
profiles, it reaches out to people for
you, does the full communication with
that lead for you until they're finally
booked onto a call. And so far, I've
experimented with two of these
autonomous BDRs that are not ready for
the public yet. And to be honest,
they're not ready for production yet.
The results have been absolutely
terrible and the AI just isn't there
yet. I think there's too many moving
pieces. It's too nuanced to get right. I
mean, this stuff is hard hard to get
right. But eventually, somebody's going
to crack it and it's going to work. On
that bullet, I wrote that I've been a
beta tester for three. I guess
technically it's been three. The third
one doesn't even count cuz it didn't
even work. So, they've all failed. It's
not there yet, but it's coming. I'm also
really excited about the future of data.
Better AI means better signals, which
means more relevant cold emails, which
means hopefully one day we're living in
a world where every cold email you get
is hyperargeted, hyper relevant, just
like how advertising has gotten better.
I enjoy getting ads on Instagram and
Facebook because they're really good and
targeted to me, stuff that I want to
see. Plus, as an advertiser, I love
watching people's ads. So, as the data
gets better, we're going to get more
relevant cold emails, and that's going
to be a good thing. and my 2030
predictions. I hope you guys hold me to
this. In 2030, we can circle back and
see what I was right on and what I was
wrong on. Lead data is going to be cheap
and way more accurate. These B2B
database companies have already been
kind of on a race to the bottom. Lead
data has gotten more and more accessible
and more accurate, and we're getting
more data points. By 2030, I think data
is going to be pennies. There's going to
be a much bigger focus on AI
personalization at scale. Not just two
or three words, but writing an entire
email perfectly targeted to that lead
based on extensive research into them
and their company. And not just by their
company information, but by their
personal information. There's going to
be a huge focus on AI enrichment. Kind
of like the clay table I showed you
earlier where we were able to scrape
their website and find specific
vulnerabilities and use that to write a
cold email. I think that's going to be
common place where you're actually being
proactive to solve the problem before
you send the cold email. Cuz normally
with cold email, you're trying to get
them to be reactive. Hey, are you having
this problem? Cool. Let's see if we can
solve it. But what if you solved their
problem or identified their problem
before ever sending them a cold email? I
think that's where we're headed in 2030.
I've also watched as there's been a
really fast consolidation from multiple
different cold email sending softwares
all to maybe one or two winners. Back
when I started, there was a bunch of
different tools that people would use
and a debate on which one was the best.
There was Woodpecker and Reply io. And
the model back then was like $50 per
mailbox per month. Since then, there's
been a huge consolidation to people
using the best tools, the Instantly AI
and the Smartly. And specifically, the
tools that have been able to consolidate
lots of different use cases and tools
into a single tool to make life really
easy. For example, if you come into
Instantly AI, each of these tabs on the
left used to be a separate software, and
now they've got it all integrated. So
you can use all of this data across the
entire platform. And with that being
said, I think that's going to mean
goodbye for Clay because I think that's
going to be the next thing that
Instantly AI builds into their system,
which again just streamlines the
workflow and makes everybody's life so
much easier. I think there's going to be
a move toward more signal-based email
marketing. Kind of like I I said
earlier, when we have more information
about somebody and what problems they're
facing, we're able to send more targeted
cold emails, and that's a good thing.
Now, there's a lot of fears about what
if Google and Microsoft do decide to
pull the plug on cold email, just like
Instagram did years ago with Instagram
automation. It's now nearly impossible.
There's an absolute chance that Google
and Microsoft decide to do that as well.
And there's a lot of different ways that
they could really easily tell if you're
using cold email. And I'm not talking
about warming. I'm actually talking
about how we connect our emails to
instantly in the first place. So,
there's lots of bypasses that companies
are already working on and getting ahead
of, but at the worst case scenario, if
we have to, we can go to Gmail browser
automation to send cold emails, which is
actually still the best way to get
perfect deliverability. We've actually
got an automation computer running in
the other room. And it's running browser
automation for platforms that don't like
to be automated like Instagram and
Reddit. And if we have to, that means
competition is going to be much lower,
deliverability is going to be much
higher, and reply rates are going to be
much higher, which is what's happening
for me right now with Instagram and
Reddit. Nobody else is doing this. I'm
probably the only one doing it because
it's hard to do. And because of that,
results are unbelievable. And I want you
to remember to head into my free school
community. There's going to be a link
down below in the description, but
you're going to want to join this
community. This is where all of the
resources are going to be. So, if you
haven't done it already, get in here.
It's going to be pinned up top so you
can download all of the spark notes, all
of the links, all of the templates that
I've talked about throughout this entire
video. And guys, please do me a huge
favor. I spent weeks putting this
together. I spent almost a week
recording it. It has taken so much power
out of my brain that if you've made it
this far and you're not already
subscribed to the channel, it means a
lot for you to do that. Let leave a
comment. Let me know what you thought
about this entire master class. I love
to hear your feedback. Nothing made me
happier than reading all of the amazing
comments I got from the one I did in
2024. So, let me know your thoughts.
Please like, please subscribe, and
please opt in. I'd love to have you
inside of my community so I can keep
talking to you, keep teaching you, and
watch you grow your business over the
next year. That lights me up, and I know
that you can do it, and I'm here for
your journey. Much love. Your support
means the world to me. See you later.
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