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SDRs - cold email tactics
Plus: How to ask for the meeting on a cold call

Good day and happy Tuesday. We hope you’ve all had a productive start to the week. We know you’re busy so let’s get right into it today!
A big shout out to our sponsor this week - Agent.ai! More on that below!
Here’s what’s on the agenda:
Tips from the top
2 Ways to Ask for the Meeting on a Cold Call
Agent.ai - Let AI Agents Supercharge Your Outbound Strategy
Cold Email Outreach Tips
Linking Your Research to Your Value Prop
Creative Tactic of the week
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Tips from the top
There’s a fine line between highlighting challenges your prospects may face and unintentionally offending them.
For instance, if your company offers a tool to boost landing page conversions, you wouldn’t tell a prospect their landing page is poorly designed or underperforming - that might be taken offensively!
They might have personally worked hard on it or overseen its development.
Instead, try framing it something like this: “Typically, when I see landing pages like this, marketing leaders tell me they run into (insert common challenge).” Then, ask if they’ve experienced something similar.
Using phrases like “Usually when I see this…” or “In conversations with other teams, I often hear…” helps you address the issue without putting them on the defensive.
Recognize the problem, but phrase it to encourage discussion. Don’t insult them!
2 Ways to Ask for the Meeting on a Cold Call (That Aren’t Overly Salesy)
There’s an art to asking for the meeting. Top-performing salespeople use language that’s focused on solving problems for a prospect, instead of using something generic and salesy. A bad example sounds like “I’d love to show you a demo of our platform”.
Here are 2 ideas on how to ask for the meeting while not doing it in an overly salesy way.
“One of my colleagues just solved this exact problem for another company. Happy to loop him in on a call to share exactly how. Would that be helpful?”
In this example, the goal of the meeting is focused on solving the prospect’s problem by connecting him with an expert. It’s focused on the prospect’s problem, not your company.
“Given that it sounds like this might help with (insert how it helps), would it make sense to chat about this when I’m not calling you out of the blue?”
Re-emphasizing how this can help your prospect is always a good idea. Highlight the how you can help and ask to reconnect!
In Partnership with: Agent.ai
From Social to Sold – Let AI Agents Supercharge Your Outbound Strategy
For SDRs, efficiency is everything. Agent.ai helps outbound sales teams combine social insights and CRM data so you can spot new opportunities and convert faster.
With AI-driven agents that integrate seamlessly with HubSpot, LinkedIn, and other data sources, you don’t need to reinvent your workflow—just find the few agents that work best for you.
Agent.ai makes it easy to:
✅ Find the right prospects – Use AI to pull LinkedIn data, track engagement, and identify decision-makers.
✅ Automate research – AI agents can monitor company news, competitor activity, and social signals so you’re always in the loop.
✅ Save time on follow-ups – Research contacts and keep track of social updates so you can make the best approach when breaking the ice.
AI agents SDRs may find useful:
🔹 LinkedIn Profile & Activity Trackers – Get notified when a prospect engages with content or changes roles.
🔹 HubSpot CRM Triggers – Use or build an agent that is triggered by actions in HubSpot or other Agent.ai partners.
🔹 Competitor Research & Sales Intel Agents – Stay informed about shifts in your prospects’ industries or social mentions of your competitors.
🔹 Email Subject Line & Message Generators – Get AI-driven suggestions based on past response rates.
With free AI agents and the option to build your own (also free), Agent.ai makes sales automation flexible and practical. Explore how social data plus CRM insights can accelerate your pipeline at Agent.ai! 🚀
Cold Email Outreach Tips
If you’re curious about what makes other people successful with cold emails, then you should watch this video.
In this video from 30 Minutes to President’s Club, a group of top salespeople share their tips that make them successful with cold emails.
They cover everything from subject lines, pattern interrupts, deliverability, and more. All in 3 minutes!
Linking Your Research to Your Value Prop
Most SDRs understand the importance of personalization/relevance in a cold email, but there's a common mistake that salespeople make when using it on cold emails. It's the transition between lines 1 and 2. Here's an example of a bad transition:
"Hi Bob - Looks like your team is using Zendesk for live chat. Our automated customer support platform..."
All because line 1 is personalized, doesn't mean you should immediately go into your pitch. There's no link.
Connect lines 1 and 2 with a transition as to how it relates to your solution. An easy formula is to use the "typically when (certain event) happens, people face (insert problem).
It could sound like this:
"Hi Bob - Looks like your team is using Zendesk for live chat. Typically when I speak to support leaders who are using Zendesk, they run into (insert problem)"
Creative Tactic of the Week
This week’s creative tactic of the week comes in the form of a LinkedIn post shared by Travis McAshan, CEO at Glide.
In this post, Travis shares how a sales rep reached out to him by sending $0.02 on PayPal with a message. A bold tactic that instantly caught the attention of Travis! Read the post with full details here!