SOP Library

Get leads by reaching out 5 of 14 in this group

SOP 17

Build the warm outreach list

What this page is for. Use it before you send anything. It builds the list of people who already know you, picks where you will contact them, and writes the opener. The objection this page exists to kill is "I do not have any leads", which is almost never true.

SOP-17-Build-the-warm-outreach-list.md

1. You already have a list

Everybody has a list, and most people have never counted it.

Three places to find it, and all three count:

  • Your phone. Open your contacts. Every one of those is somebody you can contact.
  • Every social platform you are on. Look at how many people follow you. Say it is two hundred — that is not a small number; it is two hundred people you have the means to reach.
  • Every email account you have ever had. You have changed addresses more than once. Go back through the old ones and pull the people you have corresponded with over the years.

Add those together and most people find they have contacted somewhere between one and three thousand people across the platforms they exist on, over the course of their lives. That is the starting position, and it was there before you decided to sell anything.

If you genuinely have none of this — no contacts, no accounts, no social presence — then two things are true at once. You still know somebody, because everybody knows somebody, on the grounds that you were born. And you have work to do that is not on this page: go where the fish are, find out where the people you want are paying attention, and put yourself there.

2. Build the sheet

The procedure is deliberately unglamorous:

  • Open your phone, every email account, and each social account.
  • Put the names on a sheet. Not a mental estimate. Names, in rows.
  • Total the column. A spreadsheet does the adding.
  • That number is your starting lead count. Write it down.

It is work, and it is the kind of work that looks beneath the task until you notice that nobody who skips it can tell you how many leads they have.

3. Pick the platform

There are many: email, LinkedIn, Twitter, Instagram posts, Instagram reels, TikTok, YouTube, YouTube Shorts, podcasts, even marketplaces. Some of these names may change.

That does not matter, and the reason it does not matter is the only durable thing on this page: the symbols change and the attention does not. Wherever people pay attention, you will be able to advertise. So do not agonize over the list.

Pick the one you have the most contacts on, and start there. You are going to move through all of them anyway, so the choice is about sequence, not strategy. Where somebody exists on only one platform, that is where you contact them. Where they exist in two places, you can reach them in two places — and that is an advantage rather than a duplicate.

Contact preference is a real thing and it is not the same as consumption preference. Plenty of people dislike phone calls and are more likely to answer a text. So do not feel strange about using more than one means of communication to get somebody to respond. You are not pestering them; you are using the channel they actually use.

4. Personalize before you send

Spend thirty seconds finding out what is new in that person's life. Look at their social accounts. Look at their business. Type their name into a search engine and see what comes back.

Then ask them about it. Some of these steps happen at the same time; they are separated here only for clarity.

Check what is objectionable about that, because the honest answer is nothing: you are asking somebody you know about themselves. People love being asked about themselves, so let them talk. This is not a warm-up before the real message. It is the message.

What personalizing actually means, as against just writing "hope you're well":

Generic Personalized
Hey, how have you been? Saw you had a baby — congratulations
Long time no speak Saw you moved cities, how is it?
Hope things are good Saw you played guitar at that thing this weekend, it looked great — how was it?

5. The shape of the opener

Where you are messaging rather than calling, address them by name and then make three moves, in this order:

  • How you found them — you just followed, you came up in a search, you commented on something. This answers the question they are about to ask.
  • A personalized compliment on something specific and true about them.
  • A question.

Send it as three separate messages, not one block.

And be clear about what you are trying to achieve, because it is smaller than it feels: the purpose of the first interaction is to get an interaction. Not a call, not a yes, not interest in what you sell. A reply. Everything else is built on a page you are not on yet.

6. Worked: what the sheet looks like

An illustration of the arithmetic, so you can see the shape of the output rather than guess at it. The worked figures on this page are invented.

Source Names recovered
Phone contacts 740
Current social accounts, combined 960
Old email accounts 410
People met through work, not in any of the above 90
Starting list 2,200

Two things to take from it. The first is that no one place carries the whole list — it is assembled, and somebody who checks only their phone concludes they have a third of what they have. The second is that the last row exists at all. Names that live in your memory rather than in a device are still names, and writing them down is the only way they get worked.

7. The list is not a one-time job

You will work all the way through this list and reach the end of it, and the end is not the end. Circumstances change while you are going through it: somebody who had no reason to care in January has every reason in April, and nothing about them told you that in January.

So the sheet is a standing asset, not a task you complete. Keep it where you can add to it, add people as you meet them, and expect to go back to the top. The reasons that makes sense — and what to say on a second and third pass — are on SOP 18.

8. What this page does not cover

What to say when they reply is on SOP 14. The offer you eventually make is on SOP 19, and the daily volume, follow-up discipline and what to expect are on SOP 18. Contacting people who have never heard of you — where none of the above applies, because there is no warmth to trade on — is cold outreach, and begins on SOP 27 — Build a cold list, which is also where buying a list from a broker is covered.

Terms defined on this page

Personalized opener
A first message sent as three separate texts: how you found them, a specific true compliment, and a question. Its only goal is a reply.
Warm outreach list
A sheet of named rows gathered from your phone, every email account and every social account, totaled to give your starting lead count. A standing asset you keep adding to.

Reading routes that use this page