Small steps, better conversations
Outreach guide
Practical guides for finding and following up with good-fit clients.
01 · FIND
Choose people you can help
Start with a clear service and a small set of signs that a business may need it. Look for a real fit before writing.
02 · REACH OUT
Write a personal first message
Lead with a specific observation, connect it to a useful outcome, and make one easy next step clear.
03 · FOLLOW UP
Follow up without feeling awkward
Give the conversation a little space. Add context or something useful, and make it easy to say “not now.”
04 · PROPOSE
Send a proposal that is easy to decide on
Reflect the client’s goal, outline what is included, name the timeline, and say what happens after approval.
Start with a draft, make it yours
Message templates
Copy a starting point. Add a real detail before you send it.
WARM INTRO
Referral follow-up
Hi [Name] - [Referrer] mentioned you’re working on [specific project]. I help [type of client] with [outcome]. Would a short chat next week be useful?
PROPOSAL FOLLOW-UP
Thoughtful check-in
Hi [Name] - I wanted to follow up on the proposal for [project]. I’m happy to clarify anything, especially [specific detail]. Is there a good time to reconnect?
NO RESPONSE
Give them an easy out
Hi [Name] - I know priorities shift, so I’ll make this my last note for now. If [goal] is back on the list later, I’d be glad to pick it up.
RECONNECT
Open the door again
Hi [Name] - We spoke about [topic] a while back. I saw [specific update] and thought of our conversation. Has your plan changed since then?