Email Outreach Tips for Consultants

Scott Gelbard
3 min readNov 15, 2023

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In the competitive consulting world, email outreach remains crucial for building networks, attracting clients, and establishing thought leadership. Despite the rise of social media and other digital communication platforms, email retains a unique formal yet personal touch, making it an effective medium for professional outreach. However, the inundation of emails in every professional’s inbox means that standing out and getting a response requires strategy, creativity, and an understanding of best practices.

The roots of email as a communication tool trace back to the early days of the Internet. It revolutionized how professionals connect, transcending geographical barriers and allowing instant written communication. Mastering email outreach is indispensable for consultants, whose success often hinges on their network and communication skills.

The landscape of email communication, however, has evolved significantly. The challenge is not just sending emails but sending emails that get noticed. A successful email outreach strategy blends persuasive writing, personalization, and understanding of the recipient’s needs and challenges.

Additionally, the rise of sophisticated email filters and a general weariness toward spam have raised the stakes. Emails must be more targeted, relevant, and valuable to engage recipients. This shift has forced professionals, especially consultants who often rely on cold emailing, to rethink their strategies and prioritize quality and personalization over volume.

Crafting a Compelling Subject Line and Opening

The subject line is the first impression of your email and often the make-or-break factor in whether it gets opened. The subject line should be clear, concise, and intriguing for consultants without misleading. A good practice is to include a value proposition or a hint at the content’s relevance to the recipient.

Once the email is opened, the opening line should maintain the momentum. It should be personalized, acknowledging the recipient’s work or mentioning a mutual connection if applicable. This not only shows that you’ve done your homework but also helps in building an instant rapport.

Avoid generic greetings like ‘Dear Sir/Madam’ or ‘To whom it may concern.’ Instead, use the recipient’s name and, if possible, reference a recent event or achievement. For example, mentioning a recent article they published or a conference they spoke at can be an excellent way to show genuine interest and knowledge about their work.

Providing Value and Establishing Credibility

The core of your email should focus on providing value to the recipient. As a consultant, you aim to position yourself as a resource and an expert in your field. This can be done by briefly sharing insights, offering a unique perspective, or providing a solution to a potential challenge they might be facing.

To establish credibility, incorporate brief mentions of your experience, notable clients, or relevant case studies. However, it’s crucial to strike a balance; the email shouldn’t read like a sales pitch or a resume.

Another effective strategy is to offer something of immediate value. This could be a free resource like a white paper, a webinar invitation, or an article link that aligns with their interests or challenges. The idea is to build a relationship before immediately pushing for a sale or contract.

Including a straightforward, yet not pushy, call to action (CTA) is essential. Whether to schedule a call, reply with thoughts on a topic, or visit your website for more information, the CTA should guide the recipient toward the next step in the engagement process.

Personalization and Follow-Up

Personalization is critical in making your email outreach effective. Beyond using the recipient’s name, tailor the content to their interests, roles, or recent activities. This might involve segmenting your email list based on industry, job title, or previous interactions. The more relevant the email feels to the recipient, the higher the chances of getting a response.

Following up is another critical aspect. Many professionals are busy, and even an email that sparks interest can get buried under an avalanche of other messages. A well-timed follow-up shows persistence and reinforces your interest in connecting. However, it’s essential to strike a balance to avoid being perceived as spammy. A good rule of thumb is to wait at least a week before sending a follow-up inquiry.

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Scott Gelbard
Scott Gelbard

Written by Scott Gelbard

Scott Gelbard is a Vancouver-based consultant, entrepreneur, and business advisor. Has a solid investment portfolio, which you can read about @ ScottGelbard.org

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