How to Make My Cold Emails Personal? Vol. 3 Tools

Ok, so we’ve done some research on our prospects and we’ve prepared our tailor-made copy. How do we combine the two, so we don’t have to copy & paste each piece of information one by one from our contact base to each message when it comes to sending our cold emails? Here are two tools that can help you carry out highly personalized outreach at scale.

How to create a database

Tool #1: (Excel) spreadsheet

I put Excel in the brackets here because it doesn’t have to be this particular tool. For this part of personalizing your cold email campaign, you can use any program or app that allows you to export your database to a CSV file afterwards.

Ok, so let’s get to the very process. First things first, even before I get to collecting my detailed contact base in the spreadsheet, I try to come up with the copy of my email template.

Seems kind of counterintuitive, but this way I can quickly realize what custom fields I’ll need for my email. And that’s how I make sure I fill in my contact base with all the necessary data. Then, I put them all in the spreadsheet with appropriate labels.

So, for instance, here’s the template I used for one of my campaigns (already described in one of my previous articles).

Woodpecker-Content-Personalize-Example

As you can see, it involves numerous custom fields like {{SNIPPET_1}} in double curly brackets. I customized both the subject line and the body of my email.

This looks kind of awful here, right? But wait till you see it after I’ve imported my data base and all the weird double curly brackets are filled in with real prospects’ data.

Did I mention the import? Yes, so in order to weave our personalization snippets into our copy, we need to prepare a CSV file with all the data we need.

Here’s an example of such a spreadsheet. I used here some fake data of just two prospects I made up just to show you the workflow.

How-to-make-prospects-database-spreadsheet

When you compare the template and the database, you’ll see that all the data I need for my template are included in the table.

As soon as our CSV database is ready, it’s time for Woodpecker to take over.

How to send personalized cold emails & follow-ups at scale

Tool #2: Woodpecker

Again, did I mention the import? I guess I did, twice already, so it’s time to explain what I meant (finally! – sorry for that).

To let Woodpecker send our highly-personalized emails, first we need to feed it with a CSV data base including the personalization data.

To do that, we just click Import, and choose the CSV database we created for our cold email campaign.

Woodpecker-Import-CSV

Given the file, Woodpecker will ask us which columns from our database should represent the corresponding custom fields in our message. Sounds a bit complicated, but in fact it’s easy. Just take a look below how I matched the fields.

Woodpecker-import-step2-match-fields

In the next step, we just confirm the import and Woodpecker will show us how many contacts have been imported successfully, right next to the number of dupliates and errors. Mine was a tiny import indeed, so Woodpecker just gulped it within a second.

Woodpecker-import-step3-completed

And now, let me show you the magic. Remember the weird-looking template with all the curly brackets inside? Now take a look at the preview of my actual personalized messages.

Here’s the one I’m going to send to Joe:

Woodpecker-preview-prospect1

And here’s the one for Jane:

Woodpecker-preview-prospect2

I used the very same template for the email to both of my made-up prospects, remember? Do these two look like automated bulk emails sent to thousands of people at once?

I wouldn’t say so.

How would you react if you got such an email?

What’s in it for you?

In order to make your emails personal, you’ll need to take some time to research your target group and to create the copy that will make them reply. If you really care about personal outreach that brings some valuable relationships, you simply won’t avoid that.

What you can avoid is spending hours on the copy & paste ritual sending your emails one by one. You can avoid that by automating the process of delivery.

Many people are afraid of the word “automation”. I often see or hear that all automated emails equal SPAM. But do they, really?

Following the workflow I described above:

  • Did we do our research to find the appropriate people we really want to reach out to? Yes.
  • Did we create our own original email copy that is relevant to our addressees? Yes.
  • Are we going to send another spammy bulk cold email campaign? i.e. Are we going to “throw spaghetti on the wall and see what sticks”? No.
  • Are our prospects going to hate our emails, even though these are cold emails sent automatically? I don’t think so.

In the three-step process of creating a personal cold email campaign:

1. Research
2. Copy
3. Sending the emails,

there is one step you can automate without diminishing the quality of your outreach. It is the last step – sending. And what does automating the last step mean for you practically? It means you can spend some more time on the first two steps, or on other things that require your immediate attention in your start-up.

Note that in this post I described the process of automating a single-email outreach. But keep in mind that you should always follow-up. Woodpecker will gladly take over sending the follow-ups for you as well – and that’s the toughest part to handle manually, believe me.

To get what I mean, read more on How We’ve Managed Sending Cold Emails & Follow-ups >>

Hope the post will help you manage your own process of personalized cold email outreach. If you’d like to see Woodpecker in action, we’re still collecting sign-ups for beta tests at Woodpecker.co. We’d love you to experience the magic yourself.

  • Niraj Ranjan Rout

    Excellent article, Cathy. Well-written and some great examples as well. Making it personalized is a great way to achieve higher conversion rates. Thanks, Niraj (Founder at grexit.com)

    • Cathy

      Thank you, Niraj. I’m so glad you like it.

  • Great article Cathy. Great minds think alike as this is a process I also outline in this video at around the 13 minute mark https://www.theprospectingsystem.com/vc-v3/

    • Thanks Peter, nice to hear that. Great stuff in the video!

  • Thanks, Peter. I appreciate that. Great stuff in the video!

  • Rémi Mayer

    “In order to make your emails personal, you’ll need to take some time to research your target group and to create the copy that will make them reply. If you really care about personal outreach that brings some valuable relationships, you simply won’t avoid that.

    What you can avoid is spending hours on the copy & paste ritual sending your emails one by one. You can avoid that by automating the process of delivery”

    –> That sums it all up 🙂

  • Jennifer

    Great read and suggestions here! Thank you for sharing!