Outbound Wiki

Campaign offer design

Deciding what response, resource, conversation, or next step the campaign asks prospects to accept.

An outbound offer is the next thing you ask a prospect to accept. Design it from the response backward: decide what you want them to say, choose the value that earns that response, then set the smallest next action that moves the conversation. Making the meeting the offer before the prospect has a reason to spend that time is an easy mistake. A starting offer can take several forms if the prospect can see what they get and what accepting requires. This gives the campaign a clear handoff from attention to interest to the next step.

Start with the response

Write the desired response before the message. This gives every part of the offer a job and keeps the campaign pointed at a decision.

The first goal of outreach is to get a response.1 Start with what you are trying to get the prospect to say and build backward.2 Sell the desired next action so the copy points toward a decision the prospect can make.3

Stage What you are trying to learn Example question
Desired response What should the prospect say or do? What response would tell us this offer earned attention?
Value exchange What will the prospect receive for responding? What can they use, inspect, or discuss immediately?
Commitment How much effort will acceptance require? What would feel easy to accept at this point?
Offer format Which form fits the response you want? Should this begin with a resource, a product look, or a conversation?
Handoff What should happen after acceptance? What action should follow a positive response?

Use the table to reject vague campaign goals. "Generate interest" does not tell you what to offer or what to ask for.

Choose the offer level

Choose the exchange based on the prospect's current readiness. The prospect should understand the benefit of accepting before you ask for a larger commitment.

An offer is a call to action for something that gives the prospect value.4 A good offer gives prospects value without requiring them to become customers.5 Offer levels can run from free content to higher-priced work.6

Set the level from the prospect's current readiness:

  • A resource can be the starting action. A webinar invitation, white paper, or piece of research can open the campaign.7
  • A conversation offer should explain what the prospect will get from the meeting.8 Give them a reason to spend the time that is specific to their situation.
  • When the offer leads to the product, frame the goal as getting the prospect to take an initial look at it.9 Keep that step small enough to accept without making a purchase decision.
  • When the prospect has high pain points, the close can be for a sale.10 Use that level when the situation supports a direct commercial decision.

The offer level should rise when the prospect has enough context to judge the next commitment. A resource can create that context, while a conversation can turn it into a shared diagnosis.

Build the ask

With the offer chosen, write the acceptance line so the prospect can answer without working out what you mean. Make the next action obvious.

A low-friction call to action asks whether the prospect is open to learning more.11 A yesable proposition makes it easy for the other person to say yes.12 Give answer options that the prospect can quickly choose from, which also helps establish you as an advisor.13

Use a permission line when the offer is a resource or a set of ideas: "Are you open to us sharing those with you?".14 The prospect can accept the exchange without agreeing to a meeting or purchase. If the answer is yes, deliver what you promised and state the next action plainly.

For a meeting offer, describe the result of the conversation before asking for time. For a product offer, name what the prospect will be able to see or assess. For a resource offer, make clear what the resource helps them decide. Each version answers the same practical question: what does accepting this give the prospect?

Move the prospect forward

Plan the handoff before the campaign starts. A response should create a useful next action so the campaign can progress without forcing a meeting too early.

A buyer journey can begin with awareness, move to a simple low-commitment way to express interest or request information, and then use coordinated sales and marketing touches to encourage the next step.15 The meeting request comes after prospects reach the consideration stage.16 A pain chain looks for an action that gives the prospect value and shows progress in the buyer journey.17

If the offer is a resource, decide what happens after delivery. After a prospect responds, share the resource, wait two days, and ask, "What do you think of the resource? Is it useful for your team?".18

If the offer can produce a result, use that result as the handoff. A campaign offer asked prospects to submit a target account email for scoring and feedback, then used the returned results to start a conversation about the prospect's current state.19 Build offers that give the prospect something concrete to react to when the format supports it.

What not to do

Keep these failure points beside the campaign brief while you write. Each one creates friction or leaves the next action undefined.

Plan the desired action in advance so the author does not choose it while writing.20 Educating prospects without defining the next step can leave the sales process without one.21 A proposal should spell out the exact action the buyer should take next.22 A custom offer should carry a clear commitment, such as a signature by this week, a case study, or a customer referral.23

For each campaign, write its desired response, offer level, acceptance line, and handoff in that order. Then test the ask by asking whether you would accept the same commitment from a sender you did not know. If the answer is no, lower the commitment or make the immediate value clearer before launch.

Tool for this

Turning your website into sales arguments

Intedat has a useful take on this step. You give it your website and it reads it into a profile: what you do and for whom, your services, pricing model, certifications, references, what sets you apart and the easy first step you offer. The intro emails, the follow-up and the call script are then written from that profile, so they read like your business, and you edit them before anything goes out.

Open Intedat

Sources

  1. 1
    “one goal in outreach before anything else is to get a response.”
  2. 2
    “Start with what you are trying to get the prospect to say, and then build backwards”
  3. 3
    “So you have to sell what you want them to do next.”
  4. 4
    “An offer is CTAing to something that gives them value”
  5. 5
    “It gives them value without needing them to become a customer.”
  6. 6
    “Over time, there are different opportunities for people to engage with you at different levels from free to tens of dollars, hundreds of dollars, thousands of dollars, all the way down to the highest value and highest price or fee, which would be the actual consulting engagements.”
  7. 7
    “Maybe it's not a meeting right away, but an invite to an upcoming webinar, a new white paper, or a piece of research.”
  8. 8
    “value said differently. It is selling the blind date of what are they going to get out of that”
  9. 9
    “The goal is to like get them to sit in the car.”
    The Most Confusing Objection in Sales

    30 Minutes to President's ClubBack to the text

  10. 10
    “with this, the close could be for a sale, right?”
  11. 11
    “And the low friction CTA is not would you like to take a meeting? It's are you open to”
    Triple Your Email Replies With The 3x3 Cold Email

    30 Minutes to President's ClubBack to the text

  12. 12
    “that's easy for you to say yes to.”
    May Special: Negotiation ft. Chris Voss (Part 1)

    30 Minutes to President's ClubBack to the text

  13. 13
    “that they can easily snap onto an answer. And that establishes you as an advisor, as”
  14. 14
    “Are you open to us sharing those with you?”
  15. 15
    “recognizes the buyer journey by not requiring prospective partners to sign up or “speak to a rep” immediately, but instead first generates awareness (as needed), and offers a simple, low-commitment way to express interest or request information, followed by carefully orchestrated sales and marketing touches designed to encourage a next step.”
  16. 16
    “Now they're considering. And then that's when we hit them for the meeting. We might not get a huge”
  17. 17
    “in a pain chain. We're looking for, can we get them to do something to get value that indicates”
  18. 18
    “Step 3: Ask for feedback. If the prospect responds, share the resource, wait for two days, and use the following formula: “What do you think of the resource? Is it useful for your team?””
  19. 19
    “Before the event, I emailed registered prospects with an offer for them to submit a “good” target account email so they could see their score + feedback. I brought their results with me to the event. It made it easy for me to start a convo + created an insightful discussion about their current state.”
  20. 20
    “Desired call-to-action, if you have one that's planned in advance, instead of having the author pick it”
  21. 21
    “Most salespeople build relationships by educating their prospects. Sometimes with such immense effort, time and resources only to eventually get stuck in a place without any real next steps defined.”
  22. 22
    “Spell out exactly what you want the buyer to do next, whether that's signing, scheduling a follow-up call, or confirming a decision timeline.”
  23. 23
    “You're going to give me a signature by this week, you're going to give me a case study, or you're going to give me a customer referral. And my VP, we can make something custom for you.”
    Hall of Fame: Will Padilla

    30 Minutes to President's ClubBack to the text