Build a repeatable B2B outbound system before your first sales hire
A complete, implementation-grade kit for founders, SDRs, BDRs and small sales teams in the US, Canada, the UK, the EU, Australia and New Zealand: who to target, what to say, how to send safely and how to know what is working.
- Outbound Prospecting Workbook with 24 sheets: self-assessment, tiering, contacts with data checks, cadences, weekly metrics and a live dashboard
- 58 ready-to-adapt emails, LinkedIn notes, call openers, voicemails and objection talk tracks
- Domain set-up checklist, consent check by country and a dated rules sheet correct at November 2026
- A business case calculator, a sign-off memo, a 45-minute team briefing and an LMS-ready knowledge check
The Outbound Prospecting Playbook · Bodhih Pro Kits · 316 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you build a repeatable B2B outbound prospecting system?
Define a weighted ideal customer profile, tier accounts by fit and recent signals, keep verified contact data with a recorded basis per country, send from an authenticated separate domain, run a written multichannel cadence per tier, review numbers every Monday and hand off every held meeting. The Outbound Prospecting Playbook from Bodhih Training gives you the files for each step.
Want the full free guide first? Read How to Build a B2B Outbound Prospecting System, Step by Step.
You already feel the problem. Here is what it is costing you.
A calendar with no new prospects
Referrals have run dry and nobody has written down how to find the next customers. Hiring a salesperson feels like handing them a blank page.
Emails that get ignored or flagged
Long, generic emails to bought lists bring few replies, bounces and spam complaints, and can drag your main domain into the spam folder with them.
Rules that change by country
Cold email is allowed in one market and needs consent in the next. Most templates assume one country and say nothing about notices, opt-outs or calls.
Busy, but no idea what works
Without weekly numbers, a written cadence and a hand-off, effort goes up and learning does not.
Picture the next few weeks with the kit open beside you.
Picture the Monday after you open this kit. Open the Start-here map tonight and score the 18 practices on the self-assessment: the gaps tell you where to begin, and it is rarely the email copy.
By the end of the first week you have five weighted criteria for your ideal customer, a tiered account list, a separate sending domain warming up and a consent check for each country on your list. As you write your first email from a research card, notice how short it becomes when there is one true reason and one small ask.
Ten weeks later, the Dashboard shows your numbers, the Objection log shows the buyer's own words and every held meeting has a hand-off form. Whether you run a second quarter yourself or hand the written playbook to your first hire, you are deciding from evidence.
23 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Outbound Prospecting Playbook (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: outbound prospecting map
The job in eleven steps with the file to open at each, your first hour, your first week, the 30/60/90-day plan, the 'Brand it in five minutes' box and where to measure your skills.
Outbound Prospecting Workbook
24 sheets: Settings, maturity self-assessment with gap-to-action plan, ICP scorecard, personas, account tiering, contacts with data checks, signals, cadence library, weekly metrics, meetings and hand-off, deliverability log, suppression list, objection log, decision log, evidence register, RACI, roadmap, crosswalk, official sources, UK/US glossary, What changed log and a dashboard with five charts and traffic lights.
Outbound Business Case Calculator
Cost of doing nothing vs founder-led outbound vs hiring an SDR first: assumptions you set, risk ranges, cost per option, pipeline by option, low-mid-high scenarios and a dashboard with three charts.
ICP and persona workshop form
Three pages for a 90-minute workshop: your best customers, the five ICP criteria and weights, the 'not now' list, and one persona page per buying role.
Account research and call plan card
Two pages: the five-minute research card (five questions, one reason to reach out now) and the call plan with opener, two questions, likely objections and the ask.
Domain and deliverability set-up checklist
Two pages: the sending domain, SPF, DKIM, DMARC, mailbox warm-up and caps, list hygiene and the weekly health check, with a sign-off.
Legitimate interests and consent check form
Two pages: a country-by-country consent check for your target list and a legitimate interests assessment (purpose, necessity, balancing) for UK and EU contacts.
Weekly outbound review form
One page for a 30-minute Monday review: the numbers, what the replies and objections say, one change for this week, and the commitments.
Meeting hand-off form
One page sent within a day of every meeting your outbound books: account, people, why now, what was said, fit against the ICP and the acceptance decision.
Outbound policy and rules of engagement starter
A 14-section policy starter for your adviser to check: who may prospect, targeting, allowed data sources, lawful basis by country, opt-out and suppression, privacy notice wording, sending rules, calls, social, AI use, records, complaints and review.
Leadership sign-off memo
A one-page decision memo to launch outbound: decision requested, why now, three options with costs and pipeline ranges from the calculator, recommendation, limits and controls, risks, what you will report at week 12 and the sign-off table.
Outbound message and talk track library
58 ready-to-adapt messages and talk tracks: first-touch emails by tier, follow-ups, replies to replies (including opt-out and data-source replies), LinkedIn notes, video and event messages, call openers, voicemails, ten objection talk tracks, meeting and hand-off messages, re-engagement and referrals.
Team briefing session plan (45 minutes)
A 45-minute briefing to run with your team: timed agenda, preparation, facilitator notes for each block, a rewrite exercise, the knowledge check and follow-up. Pairs with the LMS-ready knowledge-check CSV and the printable answer key.
Worked example pack: Ethan's first outbound quarter
The kit's main files completed for one fictional composite case, a 12-person logistics software start-up in Melbourne: self-assessment, ICP and tiers, a research card, the first email, calls and objections, the bounce scare, the consent check, a weekly review, a hand-off and the week-12 numbers.
AI prompt pack for outbound prospecting
29 tool-agnostic prompts grouped by step of the job, each with what to paste in and what to check, plus six human review rules: ICP patterns, signals, list checks, research briefs, emails, calls, LinkedIn, video, DMARC reports, adviser questions, weekly reviews and hand-offs.
Numbers that matter: outbound KPI card
13 numbers an outbound programme runs on, each with a plain-words definition, the exact formula, where it lives in the workbook and what to do if it moves.
Outbound decision cards and twenty mistakes
If-this-then-that decisions for bounces, complaints, opt-outs, data requests, countries, AI drafts, objections and hand-offs; the cold email standard; and twenty mistakes with what to do instead.
Outbound rules by country (November 2026)
Dated orientation on B2B email consent, opt-out deadlines, calls, fines and inbox provider bulk sender rules for the US, Canada, the UK, the EU and Germany, Australia and New Zealand.
Knowledge check answer key
The printable answer key for the 14-question knowledge check: the correct option and the reason, with guidance on pass marks and follow-up.
Knowledge check: outbound prospecting (LMS-ready)
14 scenario-based multiple-choice questions with the correct answer and an explanation, in the columns most LMS tools import (question, option_a to option_d, correct, explanation). Imports into Bodhih LMS or any LMS that accepts CSV.
12-week outbound roll-out calendar
42 events: set-up milestones, the first sends, a 30-minute review every Monday, weekly hand-off checks, the team briefing, the mid-point review, rescoring and the rules re-check. Day 1 is your programme start: change the start date to yours. Imports into Google, Outlook or Apple Calendar.
Outbound task board
38 tasks with list, owner role, due day (day 1 is your programme start), priority and the kit file to use. Import into Trello, Asana, Notion, Planner or Jira.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + CSV + ICS
- Files
- 23 files plus a one-click ZIP
- E-book
- 67 pages
- Works with
- Excel, Google Sheets, Apple Numbers, LibreOffice, Word, Google Docs, Acrobat Reader, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion, any LMS that imports CSV
- Best for
- Founder-led sales, SDR and BDR teams and small B2B sales teams
- Rules checked
- November 2026
Who You Sell To: The Ideal Customer Profile and Buyer Personas
Five checkable, weighted ICP criteria from your best customers, a not-now list and a persona page per buying role.
Which Accounts First: Tiers, Triggers and Signals
Fit scores, live signals and a formula that sorts accounts into Tier 1, 2 and 3 so effort follows the odds.
Clean, Lawful Lists: Building and Keeping Prospect Data
Named sources, dates, verification, a recorded basis per contact and the suppression list, with the week-3 bounce scare.
Research in Five Minutes
Five questions in five minutes for one true reason to reach out now, and where AI helps and must not.
Cold Emails People Answer
One reason, one ask, under 120 words, honest subject lines and follow-ups that add something new.
Calls, Voicemail and Objections
The permission opener, two questions, voicemails under 25 seconds and ten objection talk tracks.
LinkedIn, Video and Events Without the Spam
Manual, honest LinkedIn, 60-second personal videos and event outreach without spam or automation.
The Multichannel Cadence
A written cadence per tier with channel, day, template and stop rules, run in daily blocks.
Deliverability and the Law
A separate sending domain, SPF, DKIM and DMARC, inbox provider bulk sender rules and the law by country.
Measure, Review, Use AI Well and Hand Off
Thirteen numbers, the 30-minute Monday review, AI in the weekly loop and the hand-off to the pipeline.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Outbound-Prospecting-Map.pdf: the job in eleven steps with the file for each, your first hour, your first week, a 30/60/90-day plan and the 'Brand it in five minutes' box
Workbooks
- Outbound-Prospecting-Workbook.xlsx: 24 sheets including Settings, an 18-practice maturity self-assessment with a gap-to-action plan, ICP scorecard, personas, account tiering, contacts with data checks, signals, cadence library, weekly metrics, meetings and hand-off, deliverability log, suppression list, objection log, decision log, evidence register, RACI, roadmap, jurisdiction crosswalk, official sources, UK/US glossary, What changed log and a dashboard with five charts and traffic lights
- Outbound-Business-Case-Calculator.xlsx: 8 sheets comparing doing nothing, founder-led outbound and hiring an SDR first, with risk ranges, low-mid-high scenarios and three charts
Fillable forms
- ICP-and-Persona-Workshop-Form.pdf: best customers, five weighted criteria and persona pages
- Account-Research-and-Call-Plan-Card.pdf: the five-minute research card and the call plan
- Domain-and-Deliverability-Setup-Checklist.pdf: sending domain, SPF, DKIM, DMARC, warm-up, caps and the weekly health check
- Legitimate-Interests-and-Consent-Check-Form.pdf: consent check by country and a legitimate interests assessment
- Weekly-Outbound-Review-Form.pdf: the 30-minute Monday review
- Meeting-Hand-Off-Form.pdf: the hand-off and the receiver's decision
Word templates
- Outbound-Policy-and-Rules-of-Engagement-Starter.docx: 14 sections including privacy notice wording, for your adviser to check
- Leadership-Sign-Off-Memo.docx: one-page decision memo with options, controls and sign-off
- Outbound-Message-and-Talk-Track-Library.docx: 58 emails, replies, LinkedIn notes, video and event messages, call openers, voicemails and objection talk tracks
- Team-Briefing-Session-Plan-45-Minutes.docx: timed agenda, facilitator notes and a rewrite exercise
- Worked-Example-Pack-Ethan-Clarke-Melbourne.docx: the main files completed for one composite case
- AI-Prompt-Pack-for-Outbound-Prospecting.docx: 29 prompts with what to paste in, what to check and six human review rules
Cheat sheets
- Numbers-That-Matter-Outbound-KPI-Card.pdf: 13 numbers with formulas and what to do when they move
- Outbound-Decision-Cards-and-Mistakes.pdf: if-this-then-that decisions, the cold email standard and 20 mistakes
- Outbound-Rules-by-Country-November-2026.pdf: dated orientation for the US, Canada, the UK, the EU, Germany, Australia and New Zealand plus inbox provider rules
- Knowledge-Check-Answer-Key.pdf: the printable answer key
Team training, calendar and import
- Knowledge-Check-Outbound-Prospecting.csv: 14 scenario questions, LMS-ready
- 12-Week-Outbound-Rollout.ics: 42 calendar events
- Outbound-Task-Board.csv: 38 tasks for Trello, Asana, Notion, Planner or Jira
E-book
- The Outbound Prospecting Playbook e-book: about 9,600 words, 10 chapters and 24 figures
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Score your outbound maturity and turn the gaps into a ranked action plan
- Write an ideal customer profile and personas you can check from the outside
- Tier accounts by fit and live signals with a formula
- Keep contact data sourced, verified and recorded with a basis for each country
- Write cold emails, call openers and voicemails to a clear standard
- Set up a separate authenticated sending domain and watch its health weekly
- Run a multichannel cadence per tier and a 30-minute weekly review
- Hand off every held meeting with an agreed acceptance rule
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Prospecting Discipline
Take the assessment →AssessAll assessmentValue Articulation: Building the Buyer's Business Case
Take the assessment →AssessAll assessmentNegotiation Fundamentals: Concessions, Trades and the Walk-Away
Take the assessment →JobularySet goals you actually reach with the WOOP method (Jobulary)
Make it a growth plan →A taste of Chapter 5
Read it aloud. If you would not say it on the phone, do not send it. Here is how it worked for Southern Freight. The subject line was "your second Dandenong site". The email said: "Hi Sam, saw Southern Freight has opened a second Dandenong South DC and is hiring 14 dock hands. When a second site opens, the dock diary often splits in two: carriers book one site by email and the other by phone, and nobody sees tomorrow's arrivals in one place. Is that happening for you, or have you already solved it? If it is, I can show you how a three-site 3PL in Laverton runs it now in 15 minutes. Worth a look next week?" Then the footer. One reason, one question, one ask, 78 words.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Targeting | A list of job titles | Weighted ICP scorecard, personas and formula-driven tiers with live signals |
| Messages | A handful of generic templates | 58 emails, replies, social, voicemail and objection talk tracks tied to a cadence |
| Deliverability | Rarely mentioned | Separate domain, SPF, DKIM, DMARC, caps, a weekly health log and stop rules |
| Law by country | One country, undated | Crosswalk for seven jurisdictions, a dated rules sheet, consent check and policy starter |
| Measurement | None | Weekly metrics, a dashboard with traffic lights, a review form and a maturity rescore |
| Versus hiring a consultant or buying software | A consultant brings judgement; software sends faster but does not decide who, what or whether it is allowed | The method, the decisions and the records you need before either, and a business case to decide |
Made for you if…
- Founders selling before their first sales hire
- New SDRs and BDRs who want a method, not just a login
- Account executives building their own pipeline
- Heads of small sales teams who want everyone prospecting the same way
- Agencies and consultants running outbound for their own business
- Sales trainers who need a briefing and a knowledge check for a team
Probably not for you if…
- Anyone looking for legal advice: the kit is educational and the dated sheet is orientation, so check your own adviser
- High-volume consumer email marketing or SMS campaigns: this is a B2B prospecting method
- Teams wanting pipeline stages and forecasting: that is The B2B Sales Pipeline System kit
- Anyone wanting automation that scrapes or acts on LinkedIn: the method is manual and follows platform terms
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Your next quarter of outbound, written down
Open the Start-here map, score yourself and order a sending domain today. Whether you begin with the ICP workshop this week or the first research cards next Monday, every step has a file waiting for you.
Personal licence for the buyer's own use (and use with your own team where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
What buyers say
No ratings yet. Only people who have bought this kit can rate it - every buyer gets a one-click rating link a couple of days after their purchase.
The Bodhih family, when you are ready for more
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AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
The Outbound Prospecting Playbook: FAQs
Read the free guideAlready bought? Resend my linkWhat is the best way to start outbound prospecting for a B2B start-up?
Score where you are, write a five-criteria ideal customer profile from your best customers, tier your accounts by fit and recent signals, set up a separate authenticated sending domain, then run a written cadence across email, phone and LinkedIn with a 30-minute review every Monday. The kit's Start-here map turns that into a first hour and a first week.
Can I do outbound without hiring an SDR or a consultant?
Yes. The kit is built for a founder or a small team running outbound themselves, with every file pre-filled for a sample case so you can see what good looks like. It does not replace legal advice on consent and privacy for your countries.
Is cold email legal in the UK, US, Canada, Australia and the EU?
It depends on the recipient's country. The US allows a first commercial email without consent if CAN-SPAM rules are met; the UK lets you email companies under PECR while UK GDPR applies to named people; Canada, Australia and New Zealand need consent, which can sometimes be inferred from a published work address; Germany needs prior express consent. The dated rules sheet and the crosswalk set this out, correct at November 2026.
Do I need SPF, DKIM and DMARC if I only send a few cold emails a day?
The strict bulk sender rules at Gmail, Yahoo and Outlook.com apply above 5,000 messages a day, but they describe what inbox providers expect from everyone. Authenticating a separate sending domain protects your main domain, so the kit sets it up on day one.
How long does it take to set up?
About an hour for the first steps and about two weeks before the first send, mostly because a new sending domain needs warming up. The 12-week calendar and task board lay out the rest.
What does outbound prospecting cost?
Mostly your time, plus tools and data. The Business Case Calculator compares doing nothing, founder-led outbound and hiring an SDR first using your own estimates and shows a low-mid-high range. It does not forecast sales.
Will this kit get me meetings?
No kit can promise replies, meetings or sales. It gives you a tested method, the files to run it and the numbers to see what works in your market. The sample case shows one illustrative quarter, not a benchmark.
Can I use this with my team?
Yes, within your own business under the personal licence: the 45-minute briefing plan, the LMS-ready knowledge check and the answer key are there for that. Company and multi-site licences are available from solutions@bodhih.com.
Does it work in my country?
The method works anywhere B2B buyers use email, phone and LinkedIn. The dated sheet covers the US, Canada, the UK, the EU with Germany as an example, Australia, New Zealand and India as a secondary market. Laws change and have exceptions, so check locally with your adviser.
Does it cover pipeline stages and forecasting?
No. It ends at the hand-off of a held meeting. The B2B Sales Pipeline System kit covers stages, deal management and forecasting.
How can I measure my prospecting skills first?
AssessAll offers the Prospecting Discipline, Value Articulation: Building the Buyer's Business Case and Negotiation Fundamentals assessments at assessall.com, if you want an outside view of your starting point.
How do I turn this into a personal development plan?
Pick the top gap from your self-assessment and plan it with the WOOP method (wish, outcome, obstacle, plan); Jobulary explains it in its guide to setting goals you actually reach.
How much does The Outbound Prospecting Playbook cost?
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
