Cold Email Outreach Checklist.
A few important checks before you press send.
Planning to approach companies for commercial work? Get a practical way to spot gaps in your targeting, email setup and follow-up before you launch.
Free five-page PDF. Full name and business email required.
See what’s included
What the checklist helps you prepare.
A clear starting point for the decisions behind an outreach campaign, with space to mark what is ready and what needs attention.
- Targeting
Approach businesses that fit.
Get clear on the work you want and the buyers you need to reach.
- Sending setup
Prepare your email setup.
Review sending domains, dedicated mailboxes, authentication and gradual sending before launching.
- Messaging & follow-up
Be ready for the conversation.
Think through your first message, business credibility and what happens when someone replies.
- Tracking
Know what to review next.
Use the action table and weekly tracking sheet to keep preparation and campaign reviews organised.
The full checks and worksheets are inside the PDF. Use them with your team or whoever manages your outreach.
Who it’s for.
Trade and service business owners who want to reach companies for commercial work.
You do not need to know all the technical terms. Use the checklist to see where you need clarity or support.
Useful when…
- You’re preparing your first cold email campaign.
- You’re unsure whether your email setup is ready.
- You want a more organised approach to targeting, replies and follow-up.
Start with a clearer plan.
Get the checklist, identify what needs attention and agree your next steps.
Full name and business email required.
Marketing emails are optional.
Prefer someone to handle the outreach?
See how we help with research, sending setup, messages and reply monitoring.
A planning aid, not legal advice or a guarantee of replies or work.