How to Get Meetings, Run Discovery Calls, and Close Proposals

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1. A CFO and a director of accounting are both "finance executives," but they think about problems completely differently. Generic messaging that speaks to both ends up connecting with neither. “Once you've built those segments, you can write outreach that actually feels relevant without resorting to hollow personalization tactics.” Do this:Pull your current prospect list and run it through the five filters. What's the tightest segment you can define? Start there, write messaging for that specific group, and make it repeatable before you scale to the next.

   In Segmentation