Overview
The Write Sales Email action enables you to generate personalized, highly relevant outbound sales emails that effectively combine personal knowledge about the recipient, value proposition knowledge, account knowledge, and persona knowledge. It is designed to help you craft compelling sales emails that can capture the recipient's attention and lead to better conversations and more meetings booked. The action takes in inputs such as the contact's name, account research information, contact research information, and your value proposition. It allows you to customize the email structure and set rules to avoid undesired content. The generated email can be formatted as plain text or HTML to suit different sales engagement tools.
Usage Examples
Write Sales Email Action - This example showcases the core functionality of the action, which is to generate personalized and relevant outbound sales emails. The action combines four key elements: personal knowledge about the recipient, account knowledge about the company, persona knowledge about the recipient's role/persona, and the value proposition of your product/service. By blending these elements, the action can craft compelling sales emails that demonstrate familiarity with the recipient and effectively pitch your offering.
Advanced Settings - The action provides two advanced settings to further customize the email generation process. The first is the ability to change the email structure or template, allowing you to conform to specific formatting requirements or preferences. The second is the ability to add email rules, which lets you define constraints or guidelines to prevent undesirable content or phrasing from appearing in the generated emails.
Email Formatting - This example highlights the formatting options available in the action. You can choose to generate the email in plain text format or HTML format. The HTML formatting option is particularly useful when using sales engagement tools like Outreach, which often require emails to be uploaded in HTML format to preserve formatting and styling.
Prospecting Campaigns - This example emphasizes the action's usefulness in the context of prospecting campaigns and sales playbooks that involve cold outreach. The ability to generate highly personalized and relevant sales emails can be a game-changer in these scenarios, as it helps your outreach stand out, demonstrate your familiarity with the recipient, and effectively communicate your value proposition. This can lead to better engagement, more meetings booked, and ultimately more closed deals.
Inputs
Contact Name - The name of the person you are emailing to. This is a crucial input as it allows for personalization in the email.
Account Information - Information and research about the company/account you are emailing. This provides account-specific context to make the email more relevant.
Contact Information - Personal details about the contact, such as their background, current role, and work history. This demonstrates your understanding of who they are.
Value Prop - The key value proposition of your product/service tailored to the specific persona you are emailing. This ties into their potential needs/challenges.
Advanced Inputs
Email Structure - Ability to customize the structure and flow of the email content (e.g. intro, value prop, call-to-action order).
Email Rules - Define specific rules to comply with guidelines or avoid certain phrases/content in the generated email.
Format - Specify plain text or HTML output format. HTML may be required for certain email tools.
Outputs
The Write Sales Email action generates a well-written and personalized sales email as its main output. The action combines the various inputs to create a compelling and relevant sales email that follows a proven structure for effective cold outreach. The email aims to grab the recipient's attention by demonstrating an understanding of their business and personal context, and then smoothly transitions into communicating the value proposition.
Troubleshooting
Changing email structure - If you have specific requirements for the structure of the email, you can easily update the email structure using the advanced settings. This allows you to customize the order and formatting of the different sections (e.g. personal knowledge, account knowledge, value proposition) to fit your preferred style.
Enforcing email rules - There may be certain content or phrasing you want to avoid in the generated emails. The advanced settings allow you to add custom rules that will prevent that undesired content from being included in the output. For example, you could add a rule to avoid using certain buzzwords or mentioning competitors.
Formatting emails as plain text or HTML - Depending on the sales engagement tool you are using, you may need the email to be formatted in a specific way. This action gives you the option to have the output formatted as plain text or HTML. Some tools like Outreach require the email to be in HTML format in order for styling and formatting to render properly when uploading the content.
Related Actions
Create Account or Contact Plan - this action creates a detailed account or contact plan based on research passed in from other Workflow steps. These detailed plans can be passed into the Account Information and Contact Information inputs to create compelling sales emails.
Enrich Contact - This action allows you to enrich contact information utilizing various enrichment processes to find and return comprehensive information about the contact. This enriched contact data is perfect to pass into the Contact Information input of the Write Sales Email action.
Find Prospects - This action finds prospects (contacts) based on a company domain, job titles, locations, and more. Start by finding prospects, and then write personalized sales emails with the Write Sales Email action.