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1 contribution to ScaledMail - Email for GTM
Need Advice on Outreach
Hey everyone! I'm a freelance AI automation expert who has previously worked with marketing agencies, building various custom automation systems. One common project across several agencies was client reporting. I noticed that agencies still struggle with parts of the reporting process, especially writing reports in their own voice, explaining results in plain English, and maintaining reliable integrations. I'm now planning to turn this experience into a dedicated service that automates the client reporting workflow, from collecting data to generating clean, simple, client-ready reports. A little background: I currently have 0 paying clients for this specific service, so I want to validate the offer before going all in. Initially, I was sending personalised LinkedIn DMs offering a free prompt for handling bad-month reports. However, after speaking with an expert, I was advised to change the approach and start conversations with a simple question: “Hey [Name], are you using AI for client reporting?” The idea is to understand their current process first, identify whether they have a genuine problem, and then explore whether my service could help. I'm considering this approach, but I'm honestly confused about the outreach strategy. I'd really appreciate advice on: 1. Is this a good way to start conversations and validate demand? 2. How many follow-ups should I send, and what should each message say? 3. Should I use LinkedIn and email together? If yes, how should I divide my outreach between them? 4. How many prospects should I contact daily or weekly to test this properly? If you've done B2B outreach or sold services to marketing agencies, I'd really appreciate your message templates, follow-up examples, and advice. I want to learn from people who've actually done this before rather than blin dly sending messages. Thanks!
0 likes • 7d
@Adin Anderson Thanks, Adin! Appreciate it. What kind of leads do you have? Would love to take a look.
1 like • 7d
@Md.Mozahid Hasan Munna Thanks for sharing this, Mozahid. I think this is a great starting point. I've put together a slightly different flow based on this. The idea is to combine LinkedIn and email, using LinkedIn to build familiarity and email to carry most of the follow up. Here's the sequence I'm planning: 1. Day 0: LinkedIn connection request 2. Day 2: First email asking how they currently handle client reporting 3. Day 4: LinkedIn DM with the same question 4. Day 6: Email asking how much time their team spends preparing reports 5. Day 8: LinkedIn voice note asking whether clients actually read their reports 6. Day 10: Email asking how they explain performance drops to clients 7. Day 12: LinkedIn follow up asking how they communicate the work done behind the numbers 8. Day 14: Final email asking if there's someone else handling reporting. I'd love to get your thoughts on this approach. Do you think this is too many touchpoints, or does the mix of different questions make sense? I also have two questions about prospect selection: 1. LinkedIn only: How would you decide which prospects deserve a LinkedIn focused approach? One filter I'm considering is agencies that have posted on LinkedIn within the last 30 days. That gives me an opportunity to engage with their content, connect, and start a conversation. Are there other signals you'd look for? 2. Email only: What criteria would you use to identify good prospects for an email only sequence? Beyond just checking whether they offer paid ads or SEO, what would make an agency a strong lead? Would really appreciate your perspective on this.
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Yash Salve
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3 points to level up
@yash-salve-7672
Ai Automation Expert | Freelancer

Active 14h ago
Joined Oct 31, 2026
Pune
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