You've started your cold email campaigns but they're not performing as they should?
Check out these tried-and-tested cold email tips and solve your issues.
⚠️Take it step by step, spend some time on every tip in this checklist for the best results.
Why?
It ensures you target the right people - maximizing impact & ROI.
How?
Use our free ICP generator, or start from scratch with this B2B persona guide.
Why?
It's the secret to pinpointing the perfect way and place to personalize your pitch with every outreach.
How?
Touch ground on…
Why?
Segmenting your lead lists sharpens your marketing focus, ensuring tailored, relevant messaging that resonates and converts.
Segmented emails drive 30% more opens and 50% more click-throughs than unsegmented ones.
- Hubspot
How?
After you find their email addresses, break them up into sub-lists.
You can use criteria like demographics, professional roles and previous engagements.
Or you can segment them into value-tiers (least to most revenue potential) based on past sales trends.
Use this G-Sheet addon to get clean, enriched and segmented email lists.
Alternatively, segment your list automatically using lemlist's new AI Variables feature. It could save you hours of manual work.
Say you have a set of leads, and you want to segment all leads that work for SaaS companies, you can use the following prompt:
Based on the following company description, determine if the company is very likely a Software as a Service (SaaS) company. Output 'True' if it is very probable that the company is a SaaS. Output 'False' if the company is not a SaaS. Output 'N/A' if the company description is empty. Input company description: {{companyDescription}} The output should always be 'True', 'False' or 'N/A'
* This prompt assumes that there's a column called companyDescription.
Let AI do its magic, then push the leads to a campaign aimed at SaaS companies.
Why?
This is immensely important as it will prevent bounces, thereby improving your email deliverability score!
How?
You can use a tool like Bouncer, or try a few free email verification methods to make sure you have valid addresses.
Make sure you're getting your contact information from a reliable source, so as not to waste time going through an endless list of undeliverable emails. Check out lemlist's +450 lead database and gather valid.
Why?
Properly organized and formatted .csv files are the backbone of personalized, error-free email campaigns.
They ensure seamless contact import and targeted messaging.
How?
Clean and structure your data: Remove duplicates, standardize fields (like names and emails), and sort into clear columns.
This makes for smooth importing and effective personalization.
Limit it to 50-200 messages per sender daily; for larger campaigns, consider distributing emails across multiple senders.
Why?
It boosts delivery rates - ensuring your message gets through.
How?
You should aim for a natural cadence increase over time.
lemwarm can automate the trouble of gradually increasing your sending cadence, and will monitor your deliverability.
Why?
Sending all your emails (newsletters, cold emails etc.) can trigger rate limits that block your emails.Go with staggered sending instead.
How?
Email automation tools, like lemlist, can help you send emails sequentially, preventing bulk sends that trigger rate limits.
Why?
SPF authentication helps prevent email spoofing, ensuring your emails are trusted and more likely to reach the inbox.
How?
Configure SPF for Google accounts and Exchange accounts by adding an SPF record to your domain's DNS settings.
Why?
DKIM adds a digital signature to emails, verifying the sender's identity and increasing deliverability.
How?
Implement DKIM for Google accounts and Exchange accounts by creating and configuring DKIM records in your DNS.
Why?
DMARC protects your domain from unauthorized use and improves email deliverability and security.
How?
Implement DMARC by adding a DMARC record to your DNS and configuring it according to your policy preferences.
Why?
A custom tracking domain enhances brand consistency and email deliverability, reducing the risk of being marked as spam.
How?
Create and verify your custom tracking domain following the guidelines provided here, then integrate it with your email campaigns.
Why?
An optimized Google Profile ensures your emails are recognized and trusted by recipients, boosting open rates.
How?
Ensure your Google Profile has accurate and updated information, including your name, logo, and contact details, to maintain consistency and professionalism in your email communications.
Why?
It can overwhelm your recipient.
How?
Steer clear of intricate HTML; opt for simple, lightweight designs.
Use lemlist's signature generator to get the best email signature in seconds.
Why?
It can get you flagged for spam real quick!
According to F-Secure, 85% of all malicious emails have a .DOC, .XLS, .PDF, .ZIP, or .7Z attachment.
How?
Opt for Google Drive links instead.
If you have to include attachments - limit it to one or two per email & ensure your email isn’t filled with spam words.
Why?
This isn’t a tip, it’s mandated by the law in a lot of places.
How?
For US readers, the CAN-SPAM law states that opt-out mechanisms are non-negotiable.
We tested this - timing doesn’t make a big difference.
Focus on write a great email instead!
Although timing may not be too much of a factor, you can slightly increase your chances of getting your reply by sending your emails on the right day.
Why?
Protects your main email reputation and avoids deliverability problems.
How?
Create a secondary domain for cold emails, especially for larger sales teams.
Why?
Effective subject lines boost open rates.
How?
Find what works for your audience by playing with variations & track the results!
This is the starting point of every personalization tactic.
What if I don’t have their first name?
If you're working with bigger lists and worry if some prospects don't have the first name, lemlist has a nifty feature called the ‘fallback value’ to curb this concern.
Simply use {{variable|fallback}}. In our case it would look like this: {{firstname|lemlister}}
Why?
First impressions matter.
Your intro line sets the tone of your email and decides if the reader stays engaged.
How?
Focus on the prospect in your intro lines.
Avoid talking about yourself or your company initially.
Use the Tiramisu Strategy for a layered approach – check our CSV file for guidance.
Why?
Rushing to the pitch can turn off prospects.
Start with a conversation to build rapport.
How?
Focus on establishing a connection first.
This makes pitching more natural and effective later.
Why?
A clear, singular call-to-action (CTA) is more effective than multiple, confusing ones.
How?
Craft one strong CTA for your email. It should be direct and easy to understand, guiding the reader to the next step without any ambiguity.
Why?
Persistence pays off.
Many responses come from follow-up emails.
How?
If you don't get a reply initially, don't hesitate to send a follow-up email.
It can be the nudge that turns a prospect into a conversation.
Why?
Testing beats guessing. A/B testing reveals what truly resonates with your audience.
How?
Implement A/B testing in your campaigns. Experiment with different elements like subject lines, email body, or CTAs to understand your audience's preferences and improve your approach based on data.
Leveraging ‘LinkedIn x Cold-email’ outreach campaigns? Check out our guide to personalize them at scale.
If you're seeing open rates over 50%, you're doing well; your emails are getting noticed.
If not, there could be deliverability issues.
This deliverability checklist might help you identify and fix the problem.
If your click rate is hitting above 40%, you're definitely connecting with your audience, leading them to take action.
If it's lower, it's time to reevaluate your content or call-to-action to make sure they're compelling enough.
A reply rate above 8% is a strong indicator that your emails are resonating and engaging.
If you're falling short of this, it might be worth revising your email's tone, content, or personalization to encourage more responses.
If your bounce rate is over 5%, that's a red flag.
It suggests issues with your email list quality or outdated contacts.
Remember to clean up your list regularly.
Why?
Spam complaints damage your sender reputation and email deliverability.
How?
Focus on sending relevant, valuable content to the right audience.
Monitor engagement and unsubscribe rates to ensure your emails are well-received and never verge into spam territory.
Why?
Templates streamline your email process and maintain consistency in successful communications.
How?
Identify and save your best-performing cold emails as templates.
This not only saves time but also allows you to replicate successful strategies across different campaigns.
Need inspiration, use the most 🔥 cold email template hub ever created!
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We'd be honored to welcome you to the family!
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Back to the tips…
Why?
Personalizing images with the recipient's first name dramatically increases engagement and shows attention to detail, making your emails stand out in a crowded inbox.
lemlist Tutorial: How to add the {{firstName}} tag onto the image
Why?
Using a prospect's logo personalizes your email, boosting relevance and engagement.
lemlist Tutorial: How to add company logos to your emails
Add screenshots of your prospect’s websites to hook them from the start!
lemlist Tutorial: How to add personalized website screenshots
A failproof strategy to instantly build trust & ramp up reply rates!
lemlist Tutorial: How to create a personalized video thumbnail
Depending on your cold email strategy, you can personalize and send unique links to prospects at scale to enhance engagement.
lemlist Tutorial: How to personalize your links
to adjust your message to fit the context.
lemlist Tutorial: How to use liquid syntax in your cold emails
Adapting your message with liquid syntax ensures contextually relevant and highly personalized emails (e.g. deliver 5 different types of intro lines.)
lemlist Tutorial: How to use spin syntax in your cold emails
Dynamic landing pages tailor the user experience, increasing relevance and conversion rates.
lemlist Tutorial: How to use dynamic landing pages in lemlist
Before you send cold emails in lemlist, you will enter the review stage.
This allows you to check the campaign one last time.
Use this opportunity to further customize your emails (e.g. change intro line for a prospect you've met before.)
Use our Phantombuster integration or the new lemlist Chrome extension to target LinkedIn prospects, extract their emails and send outbound campaigns on auto-pilot!
Utilize our Google Sheet integration to send campaigns on auto-pilot as soon as you add a new prospect in your sheet.
Hook Slack into lemlist & automatically get notified when replies roll in.
Browse our integrations here.
Use lemlist labels for clearer insights and focused reports.
Label campaigns by clients or objectives for better tracking.
Big ups! If you've made it this far, it means you're one persistent cold email player.
I sincerely hope these cold email tips brought you pure value.
Here’s another checklist that will bring fire to your outbound campaigns!
➡️Cold email mistakes to avoid if you want more replies
P.S. Make sure you spread the word. ❤️
G2 Rating | Price | Best for | Standout feature | Con | |
---|---|---|---|---|---|
4.9 star star star star star | $30/mo $75/mo $2,999/mo | Large, distributed sales teams | AI evaluation precision, gamified KPIs | Lack of tracking system | |
4.6 star star star star star-half | Not publicly available | Sales operations and finance teams | Powerful configurability | Limited training resources and complex to navigate | |
4.4 star star star star star-half | Not publicly available | Mid-market and enterprise businesses | Comprehensive incentive management | Potentially high cost and steep learning curve | |
4.7 star star star star star-half | $15/user/mo $40/user/mo Enterprise: custom price | Complex sales structures and businesses of all sizes | Complex sales structures and businesses of all sizes | Steep learning curve | |
4.6 star star star star star-half | Not publicly available | Collaborative teams | Connected planning | Complexity and steep learning curve | |
4.6 star star star star star-half | Not publicly available | Companies with complex sales structures | Complex incentive compensation management (ICM) with high efficiency and accuracy | Complexity for smaller teams and potentially high costs | |
4.7 star star star star star-half | Not publicly available | Companies who want to automate commission calculations and payouts | Simplicity and ease of use | Lack of features like redirection | |
4.7 star star star star star-half | $30/user/mo $35/user/mo Custom: upon request | Businesses that need a comprehensive and user-friendly sales compensation management software | Ease of use and adoption | Lack of ability to configure the product based on user needs | |
4.8 star star star star star-half | Not publicly available | Companies with modern sales culture and businesses who want real-time insights | A built-in dispute management and real-time visibility | Users say it works slowly, customer support is slow | |
4.9 star star star star star | $30/user/mo $50/user/mo | Smaller sales teams | Powerful automation | Lesser user base and average user interface | |
4.7 star star star star star-half | Not publicly available | Companies with scalable needs | Automated Commission Calculations | Lack of filtering by date, no mobile app |
PRM Tool | Rating | Feature | Pro | Con | Mobile App | Integrations | Free Plan | Pricing |
---|---|---|---|---|---|---|---|---|
4.65 star star star star star-half | Org-wide alignment | User-friendly layout and database | Suboptimal as a personal CRM | square-check | Lack of tracking system | square-check | Team: $20/month Business: $45/month | |
4.7 star star star star star-half | Social Media Integration | Easy contact data collection | No marketing/sales features | square-check | Lack of tracking system | square-xmark 7-day trial | $12/month | |
4.75 star star star star star-half | Block Functions | High customization capability | Not a dedicated CRM | square-check | Limited | square-check | Plus: €7.50/month Business: €14/month | |
N/A | Open-source | Open-source flexibility | Requires extensive manual input | square-xmark | Limited | square-check Self-hosted | $9/month or $90/year | |
3.1 star star star | Simple iOS app | Ideal for non-tech-savvy users | iPhone only | square-check iOS only | Limited | square-xmark 1-month trial | $1.49/month or $14.99/month | |
3.6 star star star star-half | Smart Contact Management | Feature-rich and flexible | Reported bugs | square-check | Rich | square-xmark 7-day trial | Premium: $13.99/month Teams: $17.99/month | |
4.4 star star star star star-half | Customizable Interface | Customizable for teamwork | Pricey for personal use | square-check | Rich | square-xmark | Standard: $24/member Premium: $39/member | |
4.7 star star star star star-half | Integrated Calling | Integrated Calling | Too sales-oriented & pricey | square-check | Rich | square-xmark 14-day trial | Startup: $59/user/month Professional: $329/user/month | |
4.8 star star star star star | Business Card Scanning | Business Card Scanning | Mobile only | square-check | Limited | square-check | $9.99/month | |
4.45 star star star star star-half | 160+ app integrations | Comprehensive integrations | No free app version | square-check | Rich | square-xmark 14-day trial | $29.90/month or $24.90/month (billed annually) |
Capterra Rating | Free Trial | Free Plan | Starting Price (excluding the free plan) | Maximum Price (for the most expensive plan) | Best for | |
---|---|---|---|---|---|---|
4.5 star star star star star-half | square-check 14-day | square-check | €15/month/seat billed annually | €792/month/3 seats billed annually + €45/month for each extra seat | Versatility and free plan | |
4.2 star star star star | square-check 30-day | square-xmark But it offers reduced price to authorised nonprofit organisations | €25/user/month | €500/user/month billed annually (includes Einstein AI) | Best overall operational CRM | |
4.3 star star star star star-half | square-xmark | square-check Limited to 3 users | Comprehensive incentive management | €52/user/month billed annually | Small-medium businesses and automation | |
4.5 star star star star star-half | square-check 14-day | square-xmark | €14/seat/month billed annually | €99/seat/month billed annually | Sales teams and ease of use | |
4.1 star star star star | square-xmark | square-check Limited 10 users | $9.99/user/month billed annually | $64.99/user/month billed annually | Free plan for very small teams up to 10 |
CRM goal | Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months. | ||||
SMART Breakdown | 1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation). | 2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking. | 3. Achievable: A 10% increase is possible based on historical data and potential improvements. | 4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives. | 5. Time-bound: The 6-month timeframe creates urgency and a clear target date. |
Actions | Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation. | Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior. | Step 3: Develop targeted landing pages with clear calls to action for qualified leads. | Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up. | Step 5: Track and analyze campaign performance to identify areas for optimization. |
Outcomes | Increased sales and revenue | Improved marketing automation ROI | Marketing and sales alignment | Data-driven marketing optimization |