Updated 9 min read

Outbound sales strategy: a weekly plan, and a worked example

Outbound is you starting the conversation instead of waiting for enquiries. For a small team it comes down to a short list of the right buyers, two or three channels, one clear message and a weekly number you check halfway through the week. Set up the plan and check each channel's rules this week. Then fix the one step where meetings stop coming.

What outbound means for a small team

Outbound sales is you reaching out first, to people who haven't asked to hear from you yet. You call, email or message them. Inbound is the opposite: they find you and get in touch.

The guides that rank for this search are mostly written for teams with SDRs, a data budget and a sales engagement platform. A bigger company splits outbound into jobs: an SDR or BDR finds the buyers and books the first meeting, and an account executive runs the meeting and closes. On a team of two to five, the same people do all three jobs and run their own deals, and the week fills up fast.

So the plan below is small on purpose. It fits in ten hours of outreach per person per week. It has seven parts:

  1. Who you go after
  2. The list
  3. The channels, and their rules
  4. The message
  5. The cadence
  6. Qualifying the replies
  7. The weekly numbers

Outbound or inbound: which one you need

Most small teams need both, in different weeks. Here's how they compare:

QuestionOutboundInbound
Who starts itYouThe buyer
How fast it startsThis weekMonths of content, ads or referrals first
Who you reachThe buyers you choseWhoever finds you
What it costsYour hours, and plenty of noMoney or time up front, then less per lead

Outbound gives you three things inbound can't. You can start now. You choose who you talk to, so a sharp profile turns into a sharp list. And a week of calls tells you whether your message works, where a blog post takes months to tell you anything.

It costs you, too. It takes hours every week, most people won't answer, and a few will be annoyed you called. That's why it needs a plan, and why it stalls when the plan lives in someone's head.

Lean on outbound when you need meetings this month, when your buyers are a short list you can name, or when nobody is searching for what you sell yet. Lean on inbound when buyers already search for your kind of product. When you run both, put every reply and every enquiry on the same follow-up list.

Who you go after

Start with your last ten customers who paid on time and stayed. What do they have in common? Look at the type of business, its size, where it is, and what happened just before they bought.

Write that down in three lines. That's your ideal customer profile, and it's the part most teams skip. A vague target ("small businesses") means a long list where most people will never buy. A sharp target, such as cafes with two or more branches that opened another this year, takes fewer calls for each meeting.

Add one more line: who you don't chase. It saves the team from spending a day on buyers who were never going to sign.

Build the list

For a small team, 50 new accounts a week per person is plenty. Each one needs a name, the right person to talk to and at least one way to reach them.

Build it from places you can check yourself: business directories, the buyer's own website, LinkedIn, industry association member lists, and people your customers mention. A bought list looks like a shortcut, but it's where the wrong numbers, the people who left two years ago and the angry replies tend to come from.

Build next week's list on Friday afternoon, so Monday morning goes on calls.

Pick two or three channels

You don't need every channel. You need the two or three your buyers answer.

ChannelGood forWatch out for
PhoneA real conversation in the first touchTakes a block of time to get through a list
EmailReaching people who won't pick upEasy to ignore; keep it short
LinkedInWarming up a name before you callConnection requests with a pitch attached
Referral asksWarm names from customers who like youAsking once, then never again
EventsMeeting ten buyers in one eveningCards in a drawer and no follow-up
WhatsAppFollow-up once a buyer has messaged youIt's not a cold channel at all

A common mix for a small team: call first, email the same day if nobody picks up, and use LinkedIn to connect before the second call. Calling leads because, for most small B2B teams, it's still the quickest way to a real conversation, and the email reaches the people who didn't pick up. Ask every happy customer for one name a quarter. WhatsApp comes later, once the buyer has messaged you there or asked you to.

Check the rules before you send

Each channel has its own rules, and the ones that bite depend on where your buyers are.

  • Email to the US: the FTC's CAN-SPAM compliance guide says the law covers every commercial email, business to business included. Each one needs a subject line that matches the message, your valid postal address and a clear way to opt out, and you have 10 business days to act on an opt-out. The guide puts the penalty at up to $53,088 for each email that breaks the rules.
  • Email and texts with a Singapore link: the Spam Control Act covers unsolicited commercial messages sent in bulk. Bulk means more than 100 messages with the same or similar subject matter in 24 hours, more than 1,000 in 30 days, or more than 10,000 in a year. Twenty emails a day, each written to one buyer, stay well under that line. One template mailed to a bought list doesn't, and the Act sets extra requirements for senders who cross it.
  • Calls and texts to Singapore numbers: the PDPC's Do Not Call Registry says organisations must check the registry before sending telemarketing messages to Singapore numbers. The cold calling guide covers what to check before a call block.
  • WhatsApp: message only people who contacted you first or asked you to contact them there. That's the first rule on WhatsApp's page on using WhatsApp responsibly. It also says not to bulk message, auto-message or auto-dial, and not to use contact lists that aren't yours, and it warns that breaking these can get an account banned. So put your number in your email signature and on your site, and let the buyer write first.

Write one message

Your first message has one job: earn a reply or a short conversation. It doesn't need to explain everything you sell.

A plain structure works on the phone and in writing:

Hi [name], it's [you] from [company].

I'm calling because [the moment you noticed: a new branch, a new hire, a change in their market].

We help [type of business] with [the one problem, in their words].

Is that something you're dealing with at the moment?

They can answer the last line in a word. If they say yes, ask what it's costing them. If they say no, ask what they do instead, and thank them.

When they push back

You'll hear the same three brush-offs most weeks. Have one calm line ready for each:

  • "Just send me an email." Ask one question first, so the email is worth opening: "Sure. So I send the right thing, is it cost or timing that matters more?"
  • "We already have someone for that." Don't argue. "Good. If anything changes, can I check back in three months?" Then put the date on your list.
  • "Not interested." Thank them and ask what they use instead. The answer often tells you whether they fit your profile at all.

For calls, the cold calling script template has an opener, two questions and answers to the usual brush-offs.

Set a cadence

One touch almost never books a meeting. A cadence is the planned set of touches for each buyer: which channel, on which day, and when you stop.

A simple one for a small team is five to seven touches over two weeks, mixing calls and emails, then a pause. For three cadences to copy, and how to cut the steps that never get replies, use the sales cadence guide.

The part that goes wrong is rarely the design. It's that follow-ups slip when the week gets busy. Put every next touch on a dated list the moment you finish the current one.

Qualify the replies

A reply isn't a deal. Before you spend an hour on a proposal, find out three things in the first real conversation:

  1. Do they have the problem you solve, in their own words?
  2. Who decides, and who else needs to say yes?
  3. Why now? What happens if they do nothing this quarter?

Frameworks such as BANT (budget, authority, need, timing) ask the same things in a fixed order. Ask them as part of the talk, not as a quiz. If the answers are no, thank them, set a date to check back, and move the hour to someone who said yes.

The weekly numbers

Four numbers tell you whether outbound is working. Count them every week, per person:

  • New accounts added to the list
  • Touches made (calls, emails, messages)
  • Conversations: a real two-way exchange with the right person
  • Meetings booked

Check them on Wednesday. There's still time that day to add a call block, which you lose if you wait for Friday. If you don't know how many touches a meeting takes you yet, the activity calculator works backwards from your goal once you have a few weeks of your own rates.

Made-up example: Priya, Sam and Wei sell staff scheduling software to restaurants and cafes. Each rep aims for 50 new accounts, 150 touches, 25 conversations and 4 meetings a week.

Monday: Priya calls 40 accounts between 9 and 11. She reaches 9 owners and books 1 meeting. Everyone she missed gets a short email the same afternoon.

Tuesday: 38 calls, 7 conversations, 1 meeting. Two owners reply to Monday's email asking her to call after the lunch rush.

Wednesday: her count shows 81 touches, 16 conversations and 2 meetings. That's behind on meetings but close on conversations, so she moves her Thursday call block to 3pm, when owners told her they're free.

Thursday: 35 calls at 3pm, 11 conversations, 2 meetings.

Friday: she finishes on 4 meetings from 150 touches. The team's Friday check shows a pattern across all three reps: calls after 2:30pm reached far more owners than morning calls did. Next week, all three move their main block to the afternoon.

The weekly numbers only help if you see them while the week can still change. ActivityTracker logs calls and meetings in one tap, keeps every callback on today's list, and shows whether your week is enough for your target while you can still change it.

See ActivityTracker for sales reps

When outbound isn't booking meetings, fix one step

Look at your weekly numbers and find where they drop. Fix that one step first.

What you seeLikely causeFix first
Lots of touches, few conversationsWrong people, wrong numbers or wrong time of dayTighten the list; try a different calling window
Conversations, but few meetingsThe message or the askRewrite the opener around their problem; ask for a short call with a day and time
Meetings booked, but people don't showThe meeting wasn't worth it to them, or they forgotSend a reminder the day before with what you'll cover
Meetings happen, nothing movesBuyers outside your profileGo back to "who you go after" and cut the ones who never buy

Change one thing at a time and give it two weeks. If you change the list, the message and the calling time together, you won't know which one worked.

Be honest about volume too. Most small teams don't do too few smart things. They do too few touches. If the count says 60 when the plan says 150, fix the calendar before you touch the message.

What to do first

If you're starting this week, do it in this order:

  1. Write your three-line profile from your last ten good customers.
  2. Build a list of 50 accounts that match it.
  3. Check the rules for the channels you'll use.
  4. Block two hours a day, four days a week, for outreach.
  5. Write one opener and one follow-up email.
  6. Count touches, conversations and meetings, and check them on Wednesday.

To plan the year, work back from it to today's calls with the prospecting system guide, which also covers referrals and the Friday review.

Keep reading

Questions people ask

Sources

Pick 50 buyers. Start this week.

Then read the numbers halfway through the week.

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