We sell to B2B SaaS companies with:
- 50-500 employees
- Series A-C funding
- Using Salesforce CRM
- Based in North America
- Growing sales team (hiring SDRs)

VP of Sales Operations

Reports to: CRO or VP Sales
Responsibilities: Sales process, tools, data, forecasting
Pain points: Manual reporting, bad data, rep adoption
Goals: Sales efficiency, forecast accuracy, pipeline visibility
Evaluates: Ease of use, integration, ROI
Objections: Implementation time, change management, budget

Firmographic Fit: 25 points
- Industry match: 10
- Company size fit: 10
- Geography match: 5

Timing Signals: 25 points
- Recent funding: 15
- Leadership change: 10
- Job postings: 5

Relationship: 25 points
- Existing connection: 15
- Common connection: 10
- No connection: 0

Intent: 25 points
- Category research: 15
- Competitor research: 10
- Content engagement: 5

Day 1: LinkedIn connection + personalized note
Day 2: Email 1 (research-based, specific value)
Day 4: Phone call + voicemail
Day 6: Email 2 (different angle, social proof)
Day 8: LinkedIn engagement (comment on their content)
Day 10: Phone call (different time)
Day 12: Email 3 (case study relevant to them)
Day 14: Video message (personalized Loom)
Day 17: Email 4 (breakup with value add)
Day 21: Phone + email (final attempt)

Day 1: Email 1 (personalized to persona)
Day 3: Phone call + voicemail
Day 5: LinkedIn connection request
Day 7: Email 2 (value-add content)
Day 10: Phone call
Day 12: Email 3 (case study)
Day 14: Email 4 (breakup)

Subject: [Their Problem]

Hi [Name],

[Specific observation about their situation].

Most [Title]s I talk to at [company type] are struggling with
[specific problem]. This typically leads to [negative outcome].

We've helped companies like [Similar Company] [achieve result].

Would you be open to a brief call to see if we could help?

[Your name]

Subject: Congrats on [trigger event]

Hi [Name],

Saw that [Company] just [trigger event]. Congrats!

Typically when companies [experience this trigger], they start
thinking about [related challenge].

That's exactly what we help with. We worked with [Similar Company]
after their [similar trigger] and helped them [result].

Worth a conversation?

[Your name]

Subject: [Mutual Connection] suggested I reach out

Hi [Name],

[Mutual Connection] mentioned you might be dealing with
[specific challenge] and suggested we connect.

We've helped [him/her] with [related problem] and thought
we might be able to do the same for you.

Do you have 15 minutes this week to explore?

[Your name]

"Hi [Name], this is [Your Name] from [Company].
Did I catch you at a bad time?"

[If yes]: "I'll be brief—30 seconds?"
[If no]: "Great, I'll keep it quick..."

"The reason I'm calling is [specific trigger/observation].
Most [Title]s I talk to are dealing with [common problem].

Is that something you're experiencing at [Company]?"

[Listen → Ask follow-up → Pitch meeting]

"Hi [Name], [Your Name] from [Company].

I'm calling because [specific trigger/reason].

We've helped companies like [Similar Company] with
[specific result].

I'd love to see if we could do the same for you.
My number is [phone]. Again, that's [repeat].

I'll also send a quick email with more details."

Hi [Name], I noticed we're both [common ground—industry,
connections, interest]. Would love to connect and learn
more about what you're building at [Company].

Hi [Name],

I've been following [Company]'s growth in [area]
—impressive momentum.

Curious if [specific challenge] is on your radar?
We're working with similar companies on exactly this.

Open to a quick conversation?

ACCOUNT: [Company Name]
TIER: [1/2/3]
OWNER: [Rep Name]

WHY THIS ACCOUNT:
- ICP fit: [details]
- Trigger event: [details]
- Relationship: [details]

KEY STAKEHOLDERS:
- [Name], [Title] - [Role in buying]
- [Name], [Title] - [Role in buying]
- [Name], [Title] - [Role in buying]

ACCOUNT INTELLIGENCE:
- Business priorities: [from research]
- Technology stack: [tools they use]
- Competitive: [current solutions]
- Challenges: [pain points]

OUTREACH PLAN:
Week 1: [Actions by stakeholder]
Week 2: [Actions by stakeholder]
Week 3: [Actions by stakeholder]

SUCCESS CRITERIA:
- Meeting with [stakeholder] by [date]
- Discovery completed by [date]
- Opportunity created by [date]