Crafting personalized outreach

1. Crafting personalized outreach

Welcome back. In this lesson we turn research into replies.

2. Keep it human

We have seen one-size-fits-all emails. They read like a brochure. AI makes drafting fast, but speed without voice misses the mark. Use AI for options, then ask: would I say this on a call? If not, adjust tone, shorten, and swap any hype for plain language. That simple filter protects credibility and keeps buyers engaged. So, how do we do this in practice?

3. Build your mini style guide

Do not start from scratch. Grab two or three messages you are proud of. Look for patterns. Maybe you write short, punchy lines. Maybe you open warm, then ask one simple question. Turn those observations into a mini style guide. Add a do and don't list so Copilot keeps your voice. We will feed this directly into a tight brief.

4. Write a tight brief for Copilot

Most weak drafts start with vague input. Treat Copilot like a junior rep. Give it the buyer, the single hook, the one problem we solve, and the micro-yes we want. Ask for three concise variants and tell it to keep your opener and call to action. Plain English beats buzzwords. With a solid brief, we will get usable drafts faster.

5. Three sentences and persona tuning

So, re-use this three-line framework in your emails: build on the hook, focus on the problem you can solve that relates to the hook, and end with a short call to action. Next, tune the same message by persona: a CFO hears cost and risk, and a VP of Sales hears pipeline and time. The product stays the same, but the story shifts so each stakeholder sees what matters to them.

6. Edit fast for clarity and credibility

Finally, here's a secret tip: say the email out loud. If it sounds stiff, cut it. Run three passes: first for clarity, second for credibility, third to remove at least twenty percent of the words. If our AI assistant drifts into hype, tell it to shorten and keep our opener and CTA. Of course, always check facts and links before hitting send. Simple steps, but turning them into a consistent workflow will make our outreach far stronger.

7. Follow-ups that add value

Regarding follow-ups: we’ve all sent that dreaded "just following up" email. It’s filler, it adds no value. Instead, think of every touch as an opportunity to give something new: a crisp comparison, a quick insight, or a relevant question. Ask AI to give us options, and choose either a polite nudge as a friendly reminder, a value-add with relevant info, or a forwarded note to resurface the original hook. Pick the one that sounds like you, but never settle for empty follow-ups. Overall, skip empty bumps, they waste attention. Keep your trust guardrails tight: don't let AI make up facts. AI speeds work, but you are still the author.

8. Let's practice!

We now have a repeatable AI flow using the three sentence frame. We'll now practice drafting a first email from a real hook and create two persona-tuned versions. But remember, keep it human and we'll earn replies.

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