Create a Foundation for Your Prospecting Strategy

Written by Zach Sergio

Written by Zach Sergio

Last updated on Dec 11th, 2019

If you haven’t already, please take 60 seconds to familiarize with the FoxBound Validation Framework from a high level. 

Assuming you’ve done so already, let’s jump in!

In Week One’s Validation, we’ll discuss how to properly lay the Foundation and jump right into Execution of sales activities with FoxBound.

There’s no time to waste, so let’s jump in.


Rome wasn’t built in a day, but your FoxBound account can be. But before skipping ahead,  

What does this cover?

  • Prework
  • Setup (10-15 minutes)
  • Segmentation (15-30 minutes): 
  • Messaging (15-30 minutes):


From signup to configuration, setting up your FoxBound account takes about 10-15 minutes at most. Leverage the Getting Started with FoxBound Guide to walk through

  • Connecting to your email client 
  • Integrating to CRM
  • Inviting your team members
  • Assign credits and permissions
  • Download the DataScout plugin
  • Configure email delivery settings


Outbound selling is far easier when the “sweet spot” is defined. There are a variety of approaches you can take in your segmentations, and oftentimes this is dependent on your sales methodology. Still, whether you’re an account-based, enterprise sales team or more of a lead-based SMB sales team, it’s likely that your organization has an established niche in the market. 

Understanding your ideal segment will allow you to extract more prospects and thus scale your outbound efforts. 

**This does not need to be an exhaustive list. This is simply a quick exercise so that you can search for prospects in the trial. 

Here’s a few examples of segmentation for usage in crafting LinkedIn or DataDen searches: 


  • California
  • New York
  • Georgia
  • United Kingdom
  • Search by Zip Code
  • Search by Cities
  • Search by Region

Role / Title

  • ((Marketing OR Advertising) AND (Director OR “Vice President” OR VP))
  • ((Sales OR Business) AND (Development) AND (Manager OR Director))
  • ((Operations) AND (Chief OR VP))


  • Telecom
  • Manufacturing
  • IT & Services
  • Computer Software
  • Retail

Company Size (Example Classification)

  • 51-100 (SMB)
  • 100-250 (SMB)
  • 500-1,000 (Midmarket)
  • 1,000-5,000 (Commercial)
  • 5,001-10,000 (Enterprise)
  • 10,000+ (Strategic, Major, Key)


(Anything that can help pull back a key characteristic or compelling event)

  •  Competitive technology / vendor
  • Complementary technology / partner
  • 1st/2nd degree connections only 
  • SaaS, DevOps, Agile, Web Development, Marketing, Demand Gen, Lean, etc

If you find that your LinkedIn search pulls back more than 1,000 results, apply more filters to narrow your search. 

Once you’ve created a suitable search, define it in the terms of, “for the FoxBound trial, I targeted COO’s and VP’s of Operations at Commercial Accounts within the Retail and eCommerce verticals that had their headquarters in California and New York City.” 


Chances are, you have a good sense of what messaging resonates with your ideal prospects. FoxBound’s purpose is to help scale that messaging and deliver it to a wider audience in a shorter amount of time. 

While we’ll talk about creating Templates and Pursuits later (also refer to our Pursuit User Guides), it’s helpful to document the building blocks of your future emails to make 

So what are the “building blocks” of emails? 

  • Subject lines
  • Opening lines & triggers (why are you reaching out?)
  • Body paragraphs (what sort of value does your company provide? Avoid pushing features and instead push the payoff the features have)
  • Proof points & case studies (how have you helped other similar customers?)
  • Your ask / objective (setting a meeting, receiving a referral, acquiring information) 

Whether you have an existing set of templates to use, it never hurts to gather as a sales team and collective brainstorm & compile a repository of the building blocks above. 

For the purpose of the trial, try to gather 2-3 of each in a shared Google or Sharedrive document. 

Need some inspiration? Check out the links below from industry leaders: 


Book More Qualified Meetings with Cold Email


We analyzed 3M+ emails and identified 9 key characteristics across top-performing campaigns. Grab a checklist and uncover what we found!


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