Cold email terms cheat sheet
Cheat sheet for cold email agencies
For agency owners who want clients to understand their reports and trust what they read.
Checklist
The campaign launch checklist
How to use this checklist
Offer this to clients and prospects who want to know how you launch. Run through it before every campaign and keep a dated copy.
What is inside
Before launch: the set upSending domain: Confirm which domain the campaign uses and who owns it.
Before launch: the listSource: Record where each contact came from and when.
Before launch: the copyOne clear offer: Say what the client does and what you are asking for in a sentence.
During the first weekBounces: Pause and look into it if a batch bounces more than expected.
After the first two weeksCompare results: Set them against what the client expected, in plain words.
Three title ideas for your own version
The campaign launch checklist
Cold email launch checklist for agencies
Check a campaign before it goes live
Where to promote it
LinkedInagency founder groupsa link in your proposalyour onboarding email
What should an agency check before a campaign launches?
The sending domain and authentication, the list and its sources, the copy and the opt out, then the first week of results. Skipping any of them is a risk to the client's name.
Make this checklist your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
More for cold email agencies
The same audience, 9 other formats.
Client email templates
Email scripts for cold email agencies
For agency owners who want a calmer way to talk to clients about results.
Prospect list guide
Guide for cold email agencies
For agency owners who want clients to see that the list behind a campaign is built with care.
Campaign brief template
Template pack for cold email agencies
For agency owners who want every campaign to start from the same clear brief.
Prospect reply swipe file
Swipe file for cold email agencies
For agency owners who want their clients' replies handled politely and promptly.
Buyer's guide to choosing a cold email agency
Buyer's guide for cold email agencies
For agency owners who want to be chosen for clear terms and careful work, not for the biggest promise.
In house, freelancer or agency decision guide
Decision guide for cold email agencies
For agency owners who want to speak to companies that have not yet decided how to run outbound email.
Campaign set up mistakes list
Mistakes list for cold email agencies
For agency owners who want clients to see the cost of a careless set up.
First ninety days roadmap
Roadmap for cold email agencies
For agency owners who want new clients to know what to expect from the first three months.
More checklists
The same format, written for 51 other niches.
Year-end records checklist
Checklist for accountants
For accountants who want more small business clients before busy season.
Home seller prep checklist
Checklist for real estate agents
For agents who want listing leads from homeowners thinking of selling.
First meeting checklist
Checklist for financial advisors
For advisors who want prospects arriving prepared for the first meeting.
The proposal checklist
Checklist for consultants
For consultants who want other consultants and freelancers on their list.
Role briefing checklist
Checklist for recruiters
For recruiters who want hiring managers on their list.
New client checklist
Checklist for freelancers
For anyone who serves freelancers and wants new freelancers on their list.
Course launch checklist
Checklist for course creators
For tools and coaches that serve course creators before a launch.
Gym day checklist for fitness coaches
Checklist for fitness and nutrition coaches
For fitness coaches who want more beginners asking about coaching.
Campaign launch checklist
Checklist for marketing agencies
For agencies that want clients to see how carefully they work.
New client onboarding checklist
Checklist for business coaches
For business coaches who want new coaching clients to start well and stay longer.
The first 30 days checklist
Checklist for fractional executives
For fractional CMOs, CFOs and COOs who start new engagements several times a year.
The book launch checklist
Checklist for authors
For authors and ebook sellers who want a launch that keeps selling after the first week.
Shoot day checklist for photographers and filmmakers
Checklist for photographers and videographers
For photographers and videographers who want other shooters, second shooters and assistants on their list.
LinkedIn post checklist for creators and ghostwriters
Checklist for linkedIn creators and ghostwriters
For LinkedIn creators and ghostwriters who want other writers and founders building a presence on their list.
Yearly money check up checklist for money educators
Checklist for finance and money educators
For money educators who want people starting to take charge of their finances on their list.
On page SEO checklist for content teams
Checklist for SEO and content consultants
For SEO and content consultants who want in house marketers and writers on their list.
Job search readiness checklist for career coaches
Checklist for career and executive coaches
For career and executive coaches who want professionals thinking about their next move on their list.
Evening wind down checklist for wellness coaches
Checklist for health and wellness coaches
For health and wellness coaches who want people who struggle to switch off in the evening on their list.
One to one meeting checklist
Checklist for leadership coaches
For leadership coaches who want new and middle managers on their list.
Discovery call checklist
Checklist for sales coaches
For sales coaches and trainers who want salespeople and founders who sell on their list.
New starter onboarding checklist
Checklist for HR consultants
For HR consultants who want small business owners and managers who are about to hire on their list.
IT security checklist
Checklist for IT consultants
For IT consultants and managed service providers who want small business owners without in house IT on their list.
Mortgage application checklist for brokers
Checklist for mortgage and insurance brokers
For mortgage and insurance brokers who want people planning to buy or move on their list.
Solar readiness checklist for solar installers
Checklist for home improvement and solar installers
For solar installers who want homeowners thinking about panels on their list.
Design brief checklist for architects and designers
Checklist for architects and interior designers
For architects and interior designers who want homeowners planning a project on their list.
First meeting with a lawyer checklist for law firms
Checklist for small law firms
For small law firms who want people with a legal problem, who have not yet chosen a lawyer, on their list.
Event day checklist
Checklist for speakers and trainers
For speakers and trainers who want newer speakers and subject experts who present on their list.
Weekly reset checklist
Checklist for life coaches
For life coaches who want people who feel busy but stuck on their list.
Rental property viewing checklist for property educators
Checklist for property investors and landlord educators
For property investor and landlord educators who want new investors looking for their first or second property on their list.
Choosing a therapist checklist for counsellors
Checklist for therapists and counsellors
For therapists and counsellors who want people looking for a therapist on their list.
Choosing a tutor checklist for tutors
Checklist for tutors and education consultants
For tutors and education consultants who want parents and adult learners looking for a tutor on their list.
Wedding planning checklist
Checklist for wedding planners
For wedding planners who want newly engaged couples on their list.
Pension tracing checklist
Checklist for pension advisers
For pension advisers who want people approaching retirement on their list before they have a full picture.
Leaving the UK tax checklist for expat tax advisers
Checklist for expat and international tax advisers
For expat tax advisers who want people planning a move abroad on their list.
Company setup checklist for company formation advisers
Checklist for company formation and international business setup advisers
For company formation advisers who want founders on their list before they spend money.
Sale readiness checklist
Checklist for business brokers and M&A advisers
For business brokers and advisers who want owners thinking of selling on their list.
Franchise questions checklist for franchise consultants
Checklist for franchise consultants and franchisors
For franchise consultants who want people thinking of buying a franchise on their list.
Visa application documents checklist for immigration advisers
Checklist for immigration and visa consultants
For immigration advisers who want people planning a visa application on their list.
Product launch checklist
Checklist for software companies
For anyone who sells to software companies and wants founders and product teams on their list.
Tenancy start checklist
Checklist for letting agents and property managers
For letting agents and property managers who want landlords and new tenants on their list.
Search brief checklist for buyer's agents
Checklist for buyer's agents and property sourcers
For buyer's agents and property sourcers who want home buyers on their list.
Deal check checklist
Checklist for real estate flippers
For property flippers who want first time flippers and small partners coming to them for a way to check a deal.
Project start checklist
Checklist for home builders and renovators
For builders and renovators who want homeowners planning a project on their list.
Garden brief checklist
Checklist for landscapers and garden designers
For garden designers and landscapers who want homeowners planning a garden on their list.
Process audit checklist
Checklist for AI automation agencies
For automation agencies that want business owners on their list before a first project.
Consultation checklist
Checklist for cosmetic and aesthetic clinics
For clinics who want patients to arrive informed and unhurried, and to choose them on care rather than on an offer.
First physio appointment checklist
Checklist for physical therapists
For physiotherapists who want people with a new pain or injury to find them before they book.
First appointment checklist
Checklist for nutritionists and dietitians
For nutritionists and dietitians whose new clients arrive unprepared and use the first session to gather basics.
Bedtime routine checklist
Checklist for parenting, sleep and family coaches
For sleep and family coaches who want parents of toddlers and young children on their list.
Gym tour checklist
Checklist for gym owners
For gym and studio owners who want prospects to visit prepared and join with their eyes open.
Kitchen survey visit checklist
Checklist for kitchen and bathroom remodellers
For kitchen and bathroom fitters who want the survey visit to end with a plan the client can say yes to.
Pick one, change the words, publish.
Free to start. No credit card.