Find the person.
Understand the account.
Emailcontact@example.com
Phone+41 •• ••• •• ••
LinkedInDecision-maker identified
Ten decisions to make before your next campaign. Print this page or save it as a PDF from your browser.
Emailcontact@example.com
Phone+41 •• ••• •• ••
LinkedInDecision-maker identified
Write one sentence naming the buyer, the problem and the outcome your offer supports. List the claims you can substantiate. Decide what a first conversation should establish. Confirm who on your team can explain implementation, pricing and next steps.
Specify company characteristics, target geography and the relevant use case. Add exclusions, including existing customers, unsuitable business models and accounts already owned by your team. Review a small account sample before scaling research.
Identify the functional owner of the issue, likely technical evaluators and commercial decision-makers. Record evidence for each role. Flag uncertain responsibilities rather than assuming a senior title means buying authority.
Check company status, contact relevance and the fields needed for each channel. Record the reason each account belongs in the campaign. Agree how corrections, suppression requests and contact preferences will be handled.
Decide where the first campaign begins. Confirm who can write, review and hold conversations in the required languages. Scope any additional language support before launch. Do not rely on translating the first email while leaving the reply process undefined.
Connect a specific account issue to your offer. Keep evidence accurate. Choose a next step appropriate to the buyer’s awareness and likely interest. Prepare a small number of meaningful message variants rather than changing every variable at once.
Assign a purpose to email, LinkedIn and phone. Decide when a reply pauses the sequence and who takes ownership. Review sending arrangements and platform requirements. Record requests not to be contacted and keep them consistent across channels.
Define the minimum account fit, relevant role and interest signal for a meeting. Decide what information sales needs before accepting a handover. Separate a positive reply from an actual qualified conversation.
Define accounts researched, contacts verified, outreach, replies, qualified interest, meetings booked and meetings held. Record denominators and timeframes for rates. Capture objections and disqualifying reasons, not only positive responses.
Agree when your team will review progress and provide meeting feedback. End each review with a decision: continue, narrow the segment, change the message, improve the data or reconsider the offer. Keep the next test specific enough to learn from.
Let’s find the right companies, start the right conversations and build your Swiss pipeline.