Consulting Firm Outbound Sequence
A multi-channel sequence designed for high-ticket consulting offers, focused on building credibility with Managing Partners and Practice Leads.
Key Facts
Consulting outreach is a long game. Use a 6-step, 18-21 day sequence to build trust, not just ask for a meeting on day one.
For Partners, personalization isn't `{{firstName}}`. It's referencing a specific business unit's challenge or a recent annual report.
This consulting sequence uses LinkedIn to build social proof. The connection request on Day 3 makes your follow-up emails feel warmer.
Never send this sequence from your primary firm domain. One spam flag can damage deliverability for the entire partnership. Use dedicated domains.
Table of Contents
Introduction
This sequence is for consulting firms, M&A advisors, and investment banks targeting senior leadership. Use it when the goal is to start a conversation about a high-value engagement, not to push a low-ticket product.
The approach prioritizes credibility and research over high volume and generic templates. It assumes you've done your homework on the target account.
Sequence Overview
This is a measured, multi-channel approach designed to build credibility before asking for a meeting.
- Steps: 6
- Duration: 18-21 days
- Channels: Email + LinkedIn
Step-by-Step Flow
Step 1: The Researched Hook
Subject:
Question re: your Q3 manufacturing report
Body:
Noticed the section on supply chain optimization in your latest report. We've seen similar challenges with clients in the industrial space, specifically around [Specific Problem].
Subject:
Re: your Q3 manufacturing report
Body:
Thought you might find this case study on [Relevant Topic] useful. It outlines the framework we used to help [Similar Company] navigate the issue. No pitch, just sharing.
Subject:
Worth a quick chat?
Body:
Is solving [Specific Problem] a priority in the next 6 months? If so, happy to share a few data points from our work. If not, I'll assume timing isn't right.
Subject:
Closing the loop
Body:
Assuming this isn't a priority right now, so I won't follow up again on this. If that changes, you know where to find me.
Personalization and Targeting
This sequence fails without proper research. Generic templates will be ignored by senior partners.
Focus personalization on business-level insights, not personal trivia:
- Reference a specific quote from their latest earnings call or annual report.
- Mention a strategic initiative they've publicly announced.
- Connect their challenges to broader, well-documented industry trends.
The goal is to sound like a peer who has done their homework, not a salesperson using a template.
How to Run This at Scale Without Burning Your Infra
Executing this sequence across hundreds of target accounts requires infrastructure. Sending from your primary yourfirm.com domain is a non-starter.
The core components are dedicated domains and inbox rotation. Plan for 30-50 sends per inbox per day to maintain a high sender reputation. To contact 500 partners in a month, you need a pool of 10-15 warmed-up inboxes operating in parallel.
For consulting firms, your primary domain is a critical asset for client communication. Sending cold outbound from it is an unacceptable risk. Once a major provider like Google or Microsoft flags your domain, deliverability for the entire firm—from junior consultants to the managing partner—can be permanently damaged. This is why high-end firms use secondary domains (yourfirm-advisory.com) and automated inbox rotation.
Tools like SuperSend exist to handle this infra and orchestration so your team can focus on research and closing deals, not duct-taping sending systems together.
FAQs
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