🚀 B2B · Module 1 · Lesson 6 of 34

Templates & resources (copy these)

Copy-paste swipe files and checklists to launch faster: cold email & LinkedIn sequences, an AI personalization prompt, an ICP worksheet, an outreach tracker, and an onboarding checklist.

Start Here: The B2B Lead-Gen Model ~3 min read

Everything you need to launch faster — copy these, replace the highlighted bits, and go. Bookmark this lesson; you'll come back to it through Modules 4–6.

1. ICP worksheet

Fill this in for yourself or each client — it becomes your Scrupp search.

📋 ICP worksheet

Industry / vertical: e.g. B2B SaaS Company size (headcount): e.g. 11–200 Geography: e.g. US, UK, Canada Decision-maker roles: e.g. VP Sales, Head of Sales, Founder Buying signals: e.g. hiring SDRs, recently funded What they want to achieve: e.g. more qualified demos

2. Cold email sequence (4 emails)

✉️ Email 1 — opener

Subject: quick question, [Company] Hi [Name], saw [specific hook — e.g. you're hiring 2 SDRs]. We help [niche] book qualified sales calls with [their ICP] without adding headcount. Worth a quick chat to see if it fits [Company]?

✉️ Email 2 (day 2–3) — new angle

Hi [Name] — following up. Most [niche] teams we work with were leaving pipeline on the table because reps were prospecting instead of selling. We handle the top of funnel and just send them booked, qualified calls. Open to seeing how it'd look for [Company]?

⭐ Email 3 (day 5–6) — proof

Hi [Name], we just booked [similar company] [14] qualified demos last month with targeted outreach. Happy to send a couple of ideas for [Company]'s pipeline — want them?

👋 Email 4 (day 8–12) — easy out

Hi [Name] — should I close the loop on this, or is more pipeline a focus this quarter? Totally fine either way.

3. LinkedIn templates

🔗 Connection + first message

Connection note: Hi [Name], I work with [niche] on pipeline — thought it'd be good to connect. After they accept: Thanks for connecting, [Name]. I help [niche] book qualified sales calls with [their ICP]. Worth a quick chat to see if it's relevant for [Company]?

4. AI personalization prompt

🤖 Prompt

Write a short, non-salesy cold email from me (a B2B appointment-setting agency) to [Name], the [role] at [Company], a [niche] business. Hook: [paste personalization]. Goal: get a reply, not close. Under 70 words, friendly and specific, end with one easy yes/no question about booking a quick call. Give me 3 variations.

5. Qualified-meeting definition

✅ Agree this with the client up front

A meeting counts as qualified when: • Company matches the ICP (industry, size, geo) • Contact is [decision-maker / influencer] • They agreed to a call about [topic] (not "send info") • They attend (or reschedule in good faith) No-shows and clearly off-ICP meetings are replaced, not billed.

6. Outreach tracker (columns)

Company · Person · Role · Verified email · LinkedIn URL
Segment · Personalization hook
Channel · Touch count · Last contacted · Status (new → contacted → replied → booked → showed)

7. Launch checklist

☐ Niche & offer defined
☐ Secondary domain + inboxes set up & warming
☐ LinkedIn profile cleaned up
☐ ICP written → first Scrupp list built & verified
☐ Sequences loaded (above)
☐ Booking link + tracker ready
☐ First outreach sent

These are starting points — save the versions that get you replies. Your own swipe file beats any template pack.

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