Introduction to Cold Email Marketing
- Cold email is the highest-value skill driving sustainable business success.
- Unlike paid ads or SEO, cold email ensures direct control over reaching prospects.
- Lee Jenj scaled multiple agencies using cold email and shares proven 2025 strategies.
Why Cold Email Outperforms Other Marketing
- Minimal cost per lead compared to Google/Facebook ads.
- Scalable, predictable results aligned with sales team capacity.
- Instant lead generation unlike slower SEO or social media growth.
- Works best for B2B offers but can be adapted for high-ticket B2C.
Foundations: The Three Pillars of Cold Email Success
- Technical Infrastructure
- Proper mailbox setup with Google Workspace or Microsoft.
- DNS configuration: DKIM, SPF, DMARC records critical for inbox placement.
- Domain reputation management and warm-up protocols. For detailed guidance, see Choosing the Best Mailbox Solution for Scalable Cold Email Outreach.
- Lead List Building
- Accurate targeting of decision-makers using Apollo.io with advanced filtering.
- Use AI tools and verification services (Million Verifier, Findemail) to ensure list quality.
- Avoid generic or cheap lead databases to reduce bounce rates and spam reports.
- Offer & Copywriting
- Clear, concise, and problem-focused messaging.
- Use "triple tap" strategy: compelling preview text, engaging email body, simple CTA.
- Avoid spam trigger words, oversized email sequences, bait and switch tactics.
Setting Up Your Cold Email System
- Choose trusted cold email software like Instantly AI or Smart Lead for automation.
- Setup domains and mailboxes carefully, ideally using setup services to avoid errors.
- Apply domain health checks using tools like easydmarc.com and Inbox Placement Tests.
Advanced Strategies & Tools
- AI-enhanced personalization using Clay.ai for web research and tailored messaging.
- Lead qualification automation to double or triple positive reply rates by filtering unqualified leads.
- Signal-based outreach triggered by real-time events like job postings, funding, or social engagement.
- Omnichannel marketing integrating cold email with retargeting ads, voicemail drops, direct mail, and LinkedIn automation. Explore comprehensive approaches in the Comprehensive Digital Marketing Overview: SEO, Social Media & AI Insights.
Managing and Scaling Your Campaigns
- Continuous monitoring with analytics focusing on reply and opportunity rates.
- Maintain deliverability by controlling daily email volumes and rotating domains.
- Build dedicated teams for lead sourcing, campaign management, and prompt reply handling.
- Use automated reply systems (ReplyJI) for fast, personalized responses increasing conversions. Further team scaling insights can be found in Ultimate Sales Guide: Master Closing, Overcome Objections, Scale Teams.
Deliverability Essentials
- Always warm-up new mailboxes to build trust with ESPs.
- Avoid unsubscribe links in initial cold emails to preserve deliverability.
- Monitor inbox placement and act swiftly on any drop or blacklist issues.
- Use strong subject lines and preview text to maximize opens while avoiding spam filters.
Common Pitfalls to Avoid
- Sending to invalid emails or unqualified leads.
- Overcomplicated or vague offers.
- Ignoring list hygiene and response management.
- Scaling too fast without infrastructure or team readiness.
The Future of Cold Email
- Cold email remains vital amid shifting marketing landscapes.
- Autonomous AI-driven sales development reps (BDRs) are emerging but not production-ready.
- Increased focus on AI enrichment and hyper-personalization.
- Consolidation of tools like Instantly AI integrating multifunctional capabilities. For strategic growth, check Unlocking Business Growth: Mastering AI Strategies for 2025.
Getting Started and Next Steps
- Join Lee Jenj’s free school community for resources, templates, and latest updates.
- Consider the Insiders program for in-depth coaching, advanced workflows, and setup services.
- Start small, master fundamentals, and gradually incorporate advanced AI and omni-channel tactics.
Final Encouragement
- Cold email mastery can transform your business and create lifelong financial security.
- Continuous learning, testing, and adaptation are key to outcompeting in evolving markets.
- Support the community by subscribing, engaging, and integrating shared knowledge.
Harness the timeless power of cold email with cutting-edge 2025 strategies to achieve unparalleled business growth and lead generation success.
What if I told you that all my success in business actually comes from a single skill that I learned more than 10 years
ago? By mastering this skill, I was able to print money in any business I started, including my Inc. 5000 PR
agency with over 60 employees. Now, unlike learning AI or paid ads, which let's be honest, are going to be
worthless in about 2 years anyways, learning this skill will keep you rich forever, or at least until we're all
plugged into machines. Now, the skill I'm talking about is cold email. the single highest value skill that you can
learn in business. See, with paid ads or social media or SEO, you've got to spend thousands of dollars and you have to
rely on platforms like Google and Facebook not to screw you over, and they always do. But with cold email, you're
in control and you can reach millions of future clients for pennies. Now, in 2024, I made a cold email master class
on YouTube that went insanely viral. Over 150,000 people watched hours of video and thousands of them scaled their
businesses to 50K per month and beyond. And I've loved hearing about their wins inside of our free community. But a lot
changes in a year. And some of the tactics that we're using now make me feel like I'm living in 2050. We're
currently generating over 4,500 leads every day for our companies and for our clients. So for those of you that think
cold email is dead, grandma's about to turn over in her grave. Because in this master class, I'm going to be taking you
from total beginner to setting up your own cold email system that actually works and generates leads for you on
autopilot, all for under $100. And for those of you that think you're advanced, don't get cocky and skip chapters
because I guarantee the basics were not the same as they were in 2024. But also, don't worry because I'm going to be
showing you some absolute ninja craziness that would even make Tony Stark a little bit turned off. Okay,
strap in. This is going to be a long one. I encourage you to take notes, bookmark this video, skip around using
the chapters as needed, and come back to this video anytime you hit a roadblock. This video is my gift to the online
marketing community. Everything that I've learned in over a decade of cold email for free, no holding back. All
right, let's get this party started. So, why listen to me in the first place? Well, if you don't already know who I
am, my name is Lee Jen J and I actually launched my first marketing agency while I was in medical school. And I was able
to scale that marketing agency to $600,000 per month using nothing but cold email. I then left my medical
training 4 years ago to go into business full-time. And since then, I've been building marketing agencies using cold
email. Now, two years ago, I decided I wanted to start teaching. So, I launched this YouTube channel and I've been
helping other companies implement these same systems and I've built over 250 custom cold outreach systems for a ton
of different types of businesses. I'm talking about companies that sell cows to farmers, lots of marketing agencies,
obviously, consulting companies, B2B service companies, SAS companies. I'm even helping a guy in Africa right now
sell gold from miners directly to consumers. Reason I tell you that is because this stuff works. And if you're
watching this and you don't have an offer yet, this could be the offer that you're looking for. I'm also the owner
of the cold email secrets community on school. We've got around 18,000 members at the time of recording. And according
to Instantly AI, I'm the number one cold email expert on YouTube. And I've got an award back here from them somewhere. So,
what are you going to learn if you make the conscious decision right now, today, to sit here and master this skill? And I
promise it'll be the best investment you've ever made into yourself, into your business, and into your future.
Here are some of the comments from people who sat and watched this video in 2024. Now, that one took me weeks to
record and even more weeks to script out and put together for you guys. So, if you want to get results like that, then
make sure to take this seriously. You're going to learn how to build highly profitable cold email machines for under
$100. You're going to learn step-by-step technical setup, the domains, the mailboxes, what software is needed. I'm
going to tell you exactly which tools to use and why. And no, this video is not sponsored. I'm going to show you how to
make cold email work for your boring offer and how to automate the entire process, including replies. And here's
just a little preview of what this looks like when it's fully deployed. You just have a system of qualified leads
responding to you, booking calls, and purchasing without you having to lift a finger or do any manual prospecting.
You're going to learn really advanced tools and tactics like here with this clay table. And guys, there's going to
be a lot of information here, probably way too much for you to sit down and memorize all in one sitting, unless
you've got some insane photographic memory. But for those of you that are normal humans like myself, I've put
together some really nice reference material for you. The complete presentation, a PDF Spark notes of this
entire video, some helpful links and resources, copy and paste templates, and a few additional perks in there like
some setup services, some copywriting services, all that I'm offering you guys for free just for giving me your time
and attention. to grab those resources. All you have to do is go inside of that free school community. It's going to be
linked down in the description and it'll be one of the first things pinned. All right, so what is the outline? What are
we going to be learning today? Drum roll. Kind of a big outline, so brace yourself, but I want it to excite you
cuz this is what's coming up next. There's going to be zero gaps for you to fill from beginner to advanced. You're
going to learn everything, including a lot of really well-kept industry secrets that I will be telling you all about in
this video. Starting with why cold email and common misconceptions. What's the difference between warm and cold email?
Some of the different tools and costs associated with running these systems. And is cold email dead? We're going to
be talking about the fundamentals and the basics. Now, even advanced people don't skip this. This is going to be the
three pillars of cold email. The most important lesson by far. Then we'll go into technical setup for beginners. How
to buy domains, set up mailboxes. We're going to be talking about Google vers Microsoft versus SMTP and other mailbox
solutions. We're going to walk through the software setup and I'm going to make it really easy even for beginners. What
software to use, how to configure that software, the warm-up settings, everything that you need to know. We're
going to be talking a lot about deliverability. So, some of the technical requirements, email warm-up,
and how that works, and how to diagnose it and fix emails going to spam. And this isn't just going to help you for
cold email. This is going to help you for email in general, which is the best marketing platform, whether they know
who you are or not. And if you're in spam, you're going to be wasting tons of money. We're going to talk about list
building, finding your ideal avatar or ICP. We're going to talk about B2B databases versus scraping leads versus
some advanced stuff known as signals. We're going to chat about list verification and qualification, some of
the tools and workflows that I use, how to do catchall verification, and how to do AI qualification, which is something
brand new that we're doing a lot of in 2025. We're going to chat about your offer and how to make it work for cold
email. So, creating offers for beginners, making your boring offer not boring, different baiting tactics that I
use to get people to reply to my cold emails, and then we're going to chat about some lead magnets, ones that work,
ones that don't, ways to do lead magnets right in 2025, and something I like to call reverse lead magnets. We're going
to spend a lot of time on copywriting. We're going to go through some of the secrets. We're going to talk about the
triple tap, the dos and don'ts, personalization, syntax, and how to write copy that gets through the spam
filters and into the inbox. I'll walk you through how to manage your cold email system once it's actually live.
How to add new leads, manage your replies, and then actually use a cold email CRM. Then we'll go into scaling
your cold email machine. I'm going to talk to you about what I like to call the equation, which I'll be giving you
and help you calculate some stuff, the team SOPs, and how to scale a system to 10,000 cold emails every single day.
Then we're going to get into the advanced stuff. Now, if you're an advanced user, don't skip through the
beginning stuff. Even if you know how to set up mailboxes, watch it anyway. Things change a lot in this space and
every marketing space from year to year. So, even if you think you've mastered this stuff, I promise you there's a lot
of new stuff to learn. All right, so the advanced stuff, we're going to talk about signal workflows, basic signals
versus advanced signals, and different signal automations that you can set up. And I'm even going to be giving you some
templates to those signal automations if you want to try them out. We're going to be talking about Clay and how we're
using it for AI personalization at scale, AI qualification, and really just speeding up the entire workflow and
making it all work. We're going to talk about reply automation, so speed to lead, and coming up with thoroughly
researched replies on autopilot. I'm going to show you the basic way to do it all the way to my replyji system that I
will show you how to build. Now, we're going to chat about omni channel outreach, also known as multiplatform or
multi-channel. So expanding your machine well beyond just cold email and adding in SMS, voicemail drops, direct mail,
and most importantly, retargeting ads. And finally, we're going to end off with the future of cold email, where I see
this going in 5 10 years, how autonomous BDRs are developing. And guys, I'm at the forefront of all of this stuff. If
somebody has an interesting tool, I'm one of the first people they contact to test it out. So, I'm going to be sharing
some of those findings with you and what to expect from them. I'm also going to be discussing some long-term risks,
fears, and how to protect yourself in the long run. I plan on using cold email as a cornerstone of my business for the
next 20 or 30 years. That's why I've invested so much time and energy really mastering this stuff because I think
it's one of the only marketing platforms that are going to be reliable in that time frame. So, does that all sound good
to you? If you're excited and ready to continue, let's go. And guys, reminder, this is not a sponsored video. So, if
you want to support this channel and thank me for putting the months of time and energy together that it took to
create this video, please like and subscribe to this channel and join our free lead generation community. I invest
a lot of time and energy into that as well. That's where the resources are. It's going to be linked down below. All
right, let's kick this off with why cold email. Some common myths and misconceptions. But first, we got to
define some things for you. I can't tell you how many conversations I have with people who are doing cold email for the
first time and don't even understand basic terminology. Now, if you're advanced, just bear with me for a
second. Cold email is emailing people that don't know you to tell them about your thing. Cold outreach in general is
to people that don't know you. Think about door knocking, cold calling. It's all the same thing, just a different
channel. And this has been around since the early '9s, since email's been a thing. It's been used by huge names like
Alex Herozi who talks about this in depth in his books and in his podcasts as well as the biggest SAS companies on
earth. Salesforce, HubSpot, all of these guys are using cold email as a cornerstone of their marketing strategy.
And there's a reason these big players invest so much time and energy and money into cold email. And that's because it's
where the most qualified leads come from. And the best part is it is completely legal. We'll talk about that
more in depth in just a second. cold email verse warm email. The question you have to ask yourself is at any point did
they opt in or agreed to receive emails from you or is it the first time that they've ever heard of you? Well, if they
ever agreed, maybe they signed up on a form on an iPad, they went on, they booked a meeting with you, if they opted
in, they gave you their info, then it's a warm email. Warm leads belong in your CRM, your main CRM, whether that's
Mailchimp or Active Campaign or HubSpot or Salesforce or go high level. Cold leads belong in a separate area
altogether. This is a cold email CRM or a cold email software like we're going to be talking about in this video. Once
they give you their info, they become a warm lead. Even if you already have their email, they don't become a warm
lead until they opt in. They fill out a form, they book a meeting, take some sort of action. Only then should they go
into your main CRM and should be considered a warm lead. We're going to be referring to warm leads as your email
list and your cold leads as a lead list or a cold email list. All right. Why is cold email so powerful? Why is it way
better than all of the other marketing strategies? There's a lot of reasons, but here's the five main ones. The first
is you get to reach your perfect ICP every time. On Facebook ads, you end up with a lot of really unqualified, not
business owner leads. With cold email, you get impressions and traffic for less than a penny a lead. You compare that to
any other ad platform and it's like a 100x cheaper. You're also not dependent on ad platforms. Google can't just shut
you down like Facebook can and take away your biggest source of leads. You are in control and nobody can do anything about
it. Next is it's scalable and predictable. If you've got a sales team of three people and they're trying to
take six calls a day, all you have to do is run the equation and decide how many emails you have to send to keep their
calendars booked. You can't really say that about any other ad platform at all. Lastly, you get immediate results. Yes,
I have a YouTube channel and a lot of leads come from my YouTube channel, but that took years to build. If you're
trying to win on social media or SEO, this is going to take you years to maybe get some results. With cold email, it's
almost instant. You turn on the machine and leads start coming in. So, who can benefit from cold email? Is it a good
fit for you? Are you wasting your time watching this? Well, if you have any sort of B2B or businessto business
product or offer, then cold email is perfect for you. And for those rookies who don't know the difference between
B2B or B TOC or how to tell if your offer is B2B versus B TOC, the question is if your offer is B2B, that means that
you sell to somebody who runs a business and you can find them because they're the owner, founder, CEO of a company in
an exindustry. And as we go into list building, this is going to start to make a lot more sense. But essentially B2B,
you're selling something to other businesses that they can use for business purposes. Marketing agencies,
consulting offers, SAS offers, these are all B2B. Now B TOC, business to consumer, this is more like ecom or
mobile apps on your phone that you can't really target by industry or job title. This is just everyday consumers that use
your stuff. Now, cold email does work for B TOC. I've built campaigns to sell high-end jewelry to collectors. I've
built campaigns to sell solar panels to homeowners. All of this stuff is possible if it's a higher ticket offer
and product. Some of the most common use cases, coaches, agencies, software companies, business services, but the
range is massive. This is not really for low ticket products that are sold directly to a person like this yerba
mate I'm drinking was about $4. And if you're trying to sell this directly to me, cold email is not the way to do it.
But if you're a BTOC company and you sell yerba mates and your goal is to establish partnerships and distributors
and you want to be in Publix and Walmart and Target, then you would use cold email to establish those relationships
with those distributors and retailers. God, I love this stuff. There's also one thing that people miss. There's a lot of
companies that are doing cold email without even knowing that they're doing cold email. My PR agency, for example,
we don't just use cold email to get clients for the agency. We're also using cold email to operate the agency. Our
service is getting in touch with journalists and reporters to write stories about our clients. How do you
think we get in touch with those journalists and reporters? If you guessed cold email, you're absolutely
right. So, any business that uses cold email to operate their offer should also pay extra close attention to this video
because it's going to help you overperform on delivering your offer as well. Now, I told you if you didn't
already have an offer, we're going to be chatting about that. This is it. If you master this stuff, you can use cold
email as an offer and it is one of the best offers on earth because of how versatile and results driven it is. With
cold email, you can produce direct ROI for clients and show them how much money you're making them. The goal for any
recurring offer is to create enormous pain if they decide to cancel that service or turn it off. If you can make
somebody money and show them that you're making them money, they're never going to want to turn it off. They're going to
be dependent on you to generate the leads. and we're going to talk about some of the different models that are
involved in launching cold email as an offer. You can do an agency model, you can do a one-time fee to build and then
you can do a pay per lead model. And like I already mentioned, there's a lot of different use cases for cold email
that's not just lead generation. So, if you learn this, you can launch a podcast booking agency, an influencer management
agency, you can launch a staffing company. All of these are different business models that use cold email as
their core offer. Now, I said you'd be learning how to set this whole thing up for under $100. So, here are the tools
that you're going to need and the costs associated with running a cold email system. First thing you're going to need
is a cold email management tool like Instantly or Smart Lead or Reach Inbox. And these start at around $37 per month.
And don't worry, we're going to be breaking down these tools in just a little bit. You're going to need access
to leads through either a lead database or a lead scraper. Using the recommended tools that we're going to chat about,
it's about $50 per 10,000 leads. So, now we're at about $87 per month to reach out to 10,000 leads. The last fee is
paying for the domains and the mailboxes. The domains don't really have a monthly cost, so I'm going to ignore
them and just talk about the mailboxes, which are $3 per month per mailbox on average. So, you can run this system for
well under $100 every single month. Now, as you scale this, obviously, you're going to need to buy more leads and add
more mailboxes and increase your subscription on these cold email management tools. So, I spend thousands
every single month managing my cold email system, but I spend tens of thousands every month on paid ads, and
cold email is still the top performing marketing channel I have by far. And I spend a fraction of the price that I
spend on other marketing channels on cold email. Therefore, it is the best value of any marketing channel by far.
Now, the tools that I'm going to recommend are not sponsoring this video or paying me, but if you do decide to
use any of them, please use my affiliate link. They're going to be down in the description. It helps support the
channel and will probably get you a nice discount. All right, common misconceptions. Cold email is easy. All
you got to do is upload some leads, start sending some emails, and then leads should start coming in, right?
Wrong. That's absolutely not true. This stuff is not easy. In fact, no marketing channel worth its salt is easy. There's
a lot of competition, and in order to make something work, you need to be an expert. You need to go through trial and
error. And there's 10,000 things that can go wrong. That's why I really want to focus on those three pillars that
we're going to be talking about in the next module. They're so important and if it's not working, you need to come back
to them. Lastly, you need to not take shortcuts unless I say so. Don't try and cut costs. Don't try and save money.
This stuff is hard enough as it is. If you use the wrong tool or take a wrong turn, none of it will work. Another
misconception, and this one's the opposite, cold email is dead. Not to age myself, but I've been doing cold email
for over 10 years. This stuff has changed a lot from when I started to where it is now. And I've talked to a
lot of people who were doing cold email successfully a decade ago, 5 years ago, and then it just all of a sudden stopped
working and they turned it off. Those people say cold email is dead. But I guarantee they have not been keeping up
with current trends, current tools, and the new practices that are working. We are getting more leads than ever using
cold email. And yes, deliverability is harder now, but the tools and the practices are better. and all of your
potential clients still use email and as far as I know always will. But with that being said, even though it's not dead,
the competition is getting fierce. And yes, I am partially to blame for that. So my bad. Another common misconception
that cold email requires technical skills. The answer is no. You can launch a cold email campaign in as little as 30
minutes. And I'm going to show you the easiest ways to do it. When I first started, you needed to understand DNS
records and how it all worked and how to set it up manually. Now you don't need to do it anymore. The new tools and
services that are available and I'm going to be showing you how to use make it laughably easy. That way you can
focus on the stuff that really matters, the hard stuff, which is the list building and the copywriting, which
we're going to talk about. Do you think cold email is expensive? Well, you're wrong. This is by far the most
affordable marketing channel, hands down. Can't even compare it to any other one. Lead data is nearly free and it's a
race to the bottom. It is getting easier and cheaper to access the data and the data is getting more and more accurate.
Mailboxes and infrastructure is getting cheaper and cheaper. You can launch tons of mailboxes in minutes for super low
prices and you can run your entire system for under $100 per month. And the best part is you can scale it up once
you actually prove that it works. All right, now we're going to talk about the fundamentals, the three pillars of cold
email. So imagine there are three pillars holding up your cold email castle. And if one of the pillars is
weak, the castle comes crashing down. Now, let me break something to you. Cold email does not work for six out of 10
people. Just like social media and ads, you can't just set it up and expect the money printer to go br. But with trial
and error, every single business can make it work within 60 days. I've personally built over 250 systems over
the past 10 years, and they all work. But you have to get these three things right. These are the three pillars of
cold email. If your system is not working, look at these pillars. And if it is working, but you want to improve,
you find the weakest pillar. Here are the three pillars of cold email marketing and how to make sure that they
are strong. Pillar number one is the technical infrastructure. This is the boring nerdy stuff that used to scare
people away from cold email and we're going to be talking about it in this video, but the technical infrastructure
essentially is the mailbox configuration that you need to hit the inbox and not get flagged as spam. Now the good news
with the technical infrastructure is all you have to do is follow a recipe. Do this then this then this and you'll end
up in the inbox. So some things that are involved in the technical infrastructure are the domain configuration. This is
the DNS records, the DKIM, the demark, the mailbox configuration where the mailbox is built and how it's set up.
The software setup, this is the software that's sending your cold emails and warming up your cold email mailboxes.
Now, pillar one is the easiest one to get right because all you have to do is follow a system or use a tool that does
this for you. And I'll be walking you through how to do it yourself and the best tools and ways to go about this.
But if you take shortcuts, your technical infrastructure is going to be broken and you're going to be stuck in
spam and it's not going to be working and you're going to be wondering why. This crap is hard enough as it is. Don't
take shortcuts. Don't cut costs. Follow what I say and this will work. Pillar number two is list building. This is
finding people who are actually a good fit for your offer. Making sure that their emails are actually valid,
qualifying your leads just to make extra sure. So remember, the worst thing that you can do is get marked as spam. Too
many people mark you as spam, it's not going to work. So to avoid getting marked as spam, your emails have to be
relevant, which means you're emailing relevant offers to relevant people. For example, I don't have babies. So if you
send me an email offering some service for child care or babies, you're getting marked as spam. But if you send me an
offer for a SAS tool that helps me set up mailboxes, that's relevant. That's something I'm going to open and be
interested in. So, we're going to talk a lot about list building. This is very, very important. In fact, each of these
pillars is very important. That's why there's only three pillars. And number three is probably the hardest, which is
probably why we'll spend the most time on it, which is offer and copy. This pillar is the hardest one to get right
because there's not a simple template or recipe that I can tell you to follow that's going to get you to the perfect
offer and copy. Everyone's offer is different. Your ICP is different. The problem that you're solving is
different. And the more different it is, the better cuz it means it's not a crowded space where everyone's trying to
sell the same thing and you become a commodity just competing on price. So, some things to think about to win on
pillar three is does your offer solve an actual problem? And is it interesting or is there anything about it that you can
make interesting? You need to think about how do you get that lead who doesn't know who I am to open my email,
trust me immediately, and then give me an interested reply. When you're writing copy, you need to think, will it even
reach the inbox? And then, what sequence of emails do I use? How many days in between? All of that stuff we are going
to cover inside of this master class. And I'm going to show you how to get this right. But keep in mind, it's not
easy. Now, I get a lot of people who watch my YouTube videos and they see some of the really advanced stuff that
we're doing and they're like, "Well, I want to do that." And they reach for the advanced stuff before they've understood
the fundamentals. And this actually ends up hurting their campaigns as opposed to helping. So, I thought it was worth
making a slide of its own on fundamentals versus fancy BS, aka, you know, AI. Usually, most of my most
successful campaigns don't have some fancy AI personalization. We're not doing custom AI generated videos in our
best performing campaigns. In fact, you should only consider using some of the advanced stuff after you master the
pillars, the fundamentals. Fundamentals beats AI fancy stuff every time. But once you get a grasp over the
fundamentals and you have an offer and a list that's working and receptive, you add a little fancy and now you've got
some actual magic. All right, time to jump in. We're going to knock out the nerdiest, hardest stuff first. This is
going to be the technical setup for dummies. Now, 99% of people take one look at the cold email setup
instructions and they run away crying like a little girl. But what if I told you that the hard technical stuff is
actually the easiest part as long as you follow a few simple rules. Now, I'm going to make technical infrastructure
so easy that you will never flinch when you see a demark record ever again. So, let's get nerdy, my cold email Jedi.
Let's go. Now, quick warning here. If you miss a step or take a detour, you're boned. If you use the wrong software,
you're boned. If you try to cut costs with an alternative, just follow my instructions and use my recommended
tools and you can't f this up even if you try. Now, I'm going to call somebody out here, one of my best friends, Jesse
Henry. He's actually just living with me in my penthouse for about a month and a half. And I was trying to help him with
his cold email, and he asked me for help to look at his cold email campaigns that just weren't working. Now, I figured
stupidly, this is my bad, that he had all of the technical stuff done right. After all, with what I'm about to teach
you, how can you not? So, we did a deliverability test and we learned that all his emails were going to spam. So, I
checked his technical setup and he had made all of the cardinal mistakes. He took detours. He tried to save money and
use the wrong software and everything was broken. I basically had to rebuild his entire machine from scratch. So,
don't be like Jesse. Focus. Do this right the first time and you're going to save yourself so much headache and so
much money. All right. Now, I'm going to go over to my whiteboard and I'm going to show you how this all works. And I
need you to promise me not to freak out. You don't need to memorize this, but it's important to understand how it
works. That way, if something's broken, you know where to look. Now, I'm going to walk you through exactly how to do
the technical setup yourself, cuz it's important to know how it all works. But it's important to know my team can just
do it all for you. And the technical setup is the easiest part to get right. There is no reason to f this up because
if you do, your whole system breaks. So, no excuse for getting this wrong. And side note, setup is 100% free for
members of my insiders program for you and for your clients. So if you're offering cold email as a service, we'll
also do it for your clients. So to access this, just go to leadjenj.com/inbox
and we can do the setup for you. All right, so first let's talk about the three pillars of cold email. I'm going
to draw it like a pyramid for a specific reason. Pyramids have a foundation. They have a center. They have a top. Now with
cold email, if the foundation isn't solid, you've got no chance. So, the foundation of this pyramid is the
technical setup. So, I'm going to write technical. If the emails aren't hitting the inbox
and the technical setup isn't sound, then you have no chance at making this work. Now, in order to make cold email
work, you need all three of these to be structurally sound. The technical setup, this is the domains, the DNS records,
the mailboxes, the technical configuration of your system. The next layer of this pyramid is your list. If
the technical setup isn't good, the rest of it has no chance of surviving. So, the list, who are you actually sending
cold emails to? If the people you're emailing are the right fit for your offer, if the data that you're working
with is correct, then you have a chance of making this work. If this is not correct, you're sending emails to people
who are not a good fit, maybe the wrong industry, the wrong job title, maybe they're retired, maybe you have the
wrong email, then whatever you do up here doesn't matter because your system is not going to have a chance of
actually working. You need to hit the inbox of the correct person. And then up top, we've got copy.
Now, say you've hit the inbox, you've hit the inbox of the correct person for your offer. Now, you need to be able to
get them to open, to read, and to respond to your cold email. So, this is your setup. If the base is not solid,
the technical foundation, which we're going to talk about in detail on this board in just a second, then the rest of
it doesn't matter. Because if you're not in the inbox, your targeting and your copy have no chance of actually getting
through and working. If the emails go to the wrong person, meaning the email is invalid, you're emailing people who are
clearly not a good fit for your offer, wrong industry, job title, company size, they don't actually have the problem
that you're trying to solve, then anything you do up here doesn't matter. So, it's really important to think about
this bottom up and as you're building your system and testing your system, making sure that your technical basis is
solid and then that your list is solid, everybody that you're emailing is a good fit and valid. And only then should you
worry about your copy. So, now that you understand this, I'm going to go ahead and break the technical aspect of cold
email down. The domains, the mailboxes, the DNS records, the servers, the IP addresses. I'm going to make it all make
sense right here just so you can understand what's going on and where things can go wrong. So, let's go ahead
and go to a new page. All right. Now, let's talk about the technical setup. There's a lot of moving pieces that
bring a cold email from your mailbox to their inbox and not getting it flagged as spam or not getting it lost. So,
let's break down some of those pieces and how they work. And if you understand this, you're gonna under you're gonna
have a lot easier of time figuring out why your technical setup is not working and actually solving it. So, let's break
this down into the simplest terms possible. To send an email from your mailbox to their mailbox, you need a
couple of things. The first thing you need is a server, like a computer, that actually sends the data from your system
to their system. This is an IP address. The IP address is linked to those servers to those computers. Now,
typically when you're using like Gmail or Microsoft 365, you're using their computers. You're using their IP
addresses and they're in charge of keeping those IP addresses and computers clean and valid and trustworthy. The
next thing that you need to send an email is a domain. So, a domain is like jotterpr.com.
The otterpr.com is the domain. So, we need a domain. Now, just like a website, a domain is
hosted with an IP address with a server. So, these these three items are all going to be linked together. The IP
address, the domain, and the mailbox. Once you have these three things, now you can actually start sending cold
emails. And I labeled them from top to bottom because of the importance. So the IP address, all of these items are items
that the email service providers, ESPs will look at and say that's trustworthy, that's trustworthy, that's trustworthy.
Each of these have a has a reputation score that will either go up or down over time depending on how people handle
those emails and depending on how those domains are configured. So from top to bottom of importance, the IP address,
the computer that that's coming from is unbelievably important. That's why we tend to recommend using Google or
Microsoft IP addresses, Google or Microsoft mailboxes. That's what that means. And then there's the domain.
You'll typically buy that domain on a site like GoDaddy or Spaceship or Pork Bun. Where you buy it is your domain
register. that that doesn't really matter so much because it's all kind of the same thing. Where that domain's
registered now and where that domain's hosted is a different thing. But wherever you buy this domain, you're
going to have to give it some instructions. Where is this domain going to be hosted? What email service
provider is this domain going to use to create mailboxes. All of those things are in the domain's DNS records. These
DNS records are instructions for that domain to to tell it how to operate. And the ESP, the email service provider,
will look at the DNS records to make sure that it's secure, to see where the domain is hosted, to see where that
domain resolves. For example, otterpr.com goes to a real website. If that autopr.com resolved at a dead link
or redirected somewhere else, the email service providers would know that as well. And then once you have these two
things set up, you've got your Google Workspace or your Microsoft Workspace, you've told the domain that's where
you're setting up email addresses, now you can start configuring mailboxes under that domain. And all three of
these things have reputation scores. They're all important, but the IP address is the most important, followed
by the domain's reputation score, followed by the mailbox, which has individual reputation scores as well.
Now, the reason this is so important to understand, so imagine a bunch of people report this single mailbox. Maybe we've
got a 100 mailboxes and everybody reports one mailbox as spam and the reputation score goes down and we lose
this mailbox. We can no longer send emails from this mailbox because they're all going to spam. Well, this domain is
still okay. This IP address is still okay. We can still make more mailboxes under this domain. We can still put more
domains under this IP address and it's all going to be just fine. But what if multiple mailboxes get flagged as spam?
Or what if you email a spam trap and your domain ends up on a blacklist? Well, if that domain ends up on a
blacklist or the domain's reputation score drops too low, then all of the mailboxes underneath
also get blacklisted and will start going to spam. That's why it's increasingly important to keep the
domain health, the domain reputation, domain score high. That's also the main reason that we don't like sending cold
emails from our primary domain. Our primary domain is sacred and it happens all the time. People will use their
primary domain to send cold emails and it actually works better for a period of time because you've already built trust
and reputation score for that primary domain, but then you make the wrong move. You send emails to the wrong list
and your primary domain ends up on a blacklist and now your whole company is affected because the domain is more
important than just the mailbox itself. All right, so what about these IP addresses, these servers? Now, in
general, if you're using Google or Microsoft, they're going to be responsible for keeping those IP
addresses, their servers healthy. So even if you do a blacklist check and you see that some of these IP addresses are
blacklisted, Google and Microsoft are typically changing those out, warming them, keeping their IP ranges healthy.
So you don't have to worry about this part at all. Now, as it currently stands, Google is still beating
Microsoft for cold email. The deliverability is higher even to Microsoft. That's why for cold email as
it is right now, we're still recommending Google servers, Google IP addresses. Now, what you're probably
going to be tempted to do, and I've fallen into this mistake as well, is to cheap out on the mailboxes, and there's
a lot of services now where you can spin up hundreds and hundreds of mailboxes for less than a dollar a piece. And if
you do decide to use one of those services like Infamail or Mailin, you'll be able to scale a huge infrastructure
of cold email mailboxes. The problem is you only get one IP address and there's nobody else in charge of keeping that IP
address clean except you. So if something bad happens to that IP address and too many people mark it as spam, you
email spam traps or for whatever reason that sometimes is out of our control and unpredictable, the ESPs
will block that IP address and say that we're no longer accepting emails from that IP address. So, you're going to see
your bounce rates go up and you're going to stop landing in the inbox. And what happens if your IP address goes down? If
the server reputation becomes too low, all of this stuff gets banned. All of the domains under that IP address, all
of the mailboxes, and your cold email system will tank overnight. All right. So, what do you do to give yourself the
best shot at hitting the inbox, not getting flagged as spam? Well, you want to do what you can to control your IP
range. So you'll use Google to set up your mailboxes. Problem solved on the IP address. For the domain, the biggest
factor that you can control is the DNS records, which means you do not want to send a cold email if you don't have a
demark record, a DKIM record, a valid SPF record. And you can just go and check that really quick using any free
free tool that's going to be linked down in the description and inside of my resources packet. And then the last
thing that's under your control is the reputation score. So, how do we build reputation of our domains, of our
mailboxes, of our IP addresses? We send good emails for a long period of time. So, age and reputation score is under
your control through time and through email warm-up. So, if you want to increase the score and give yourself the
best chance, the longer you wait, the better. Typical rule for domains, cuz domain age is so important, at least 30
days. Ideally, 60 to 90 days, but 30 days is the minimum before you should start sending cold emails from that
domain. And then the mailboxes, you want to be warming up from day one. Once you create these things, you should be
warming up progressively. And we're going to talk about recommended warm-up settings when we get to that section.
But those are the things within your control. That's what you need to do. Now, let's talk about on the recipient
side. So, this is your leads inbox. This is the person that you're emailing and they're receiving that email and you've
got an ESP on their end, an email service provider that they're using to actually control the flow of emails
coming in. That could be Microsoft, that could be Google, that could be Yahoo. And they all handle this a little bit
differently, but they all kind of look at the same key factors. Let's move that over here. So, here's that leads inbox
is coming in. They're looking at the DNS records of the domain. Is that domain secure? One of the things these DNS
records do is tell the recipient that the email is actually coming from that person. It's not being spoofed. That's
essentially the whole purpose of the DKIM record, the demark record, the SPF record. It's all there for
security. You need to have them and it's just saying that email is coming from that person and not being spoofed. The
other important thing that they're going to look at is the copy. So, they're also screening the emails coming in to say to
see what those emails say. Now, Google and Microsoft are obviously much more advanced when it comes to screening copy
and leveraging AI to do that. So, it's really important. It's a key factor in getting through to certain mailboxes is
what you say. If it's bouncing or you're ending up in spam, one of the first things that you should look at is what
are you saying in the copy and how can you change it? What spam words or phrases are you using that could be
triggering those spam detectors? We're going to talk about that a lot more in detail when we get to the copywriting
section. And now, the other thing that they're looking for is the reputation. and not just the reputation of the
domain, the reputation of the mailbox, the reputation of the IP address. So, if you're sending from Google or Microsoft,
chances are that's going to look good to Google or Microsoft. And as it stands right now, Microsoft accepts Google
actually just as much or better as it accepts Microsoft. But Google still delivers better to Google. That's why
we're still recommending Google for cold email infrastructure. But they're looking at the reputation of that domain
as well as the age of that domain and the reputation of the individual mailbox. But domain reputation, we
actually can monitor, especially how Google looks at your domain or Microsoft looks at your domain. We use a tool like
Google Postmaster to do that. We're going to talk about that more in detail in the deliverability section. And they
actually tell you IP reputation, domain reputation, so you can see if any of those things are affected. Now, if all
of this looks good, the email ends up in the inbox. So, let's talk about buying cold email domains. What service should
you use to buy them? Does it matter? How do you acquire them in scale? I'm going to be walking you through all of that
step by step. Now, there's a few different options where you can acquire domains. I like to purchase them through
a platform called Spaceship. There's also GoDaddy, Pork Bun, Cloudflare. A lot of people use different domain
purchasers and they think that it makes a difference. Now, the big difference for me is that Spaceship makes it really
easy to buy them in bulk, to find available domains. It's really affordable to acquire domains and to
renew domains. For example, on GoDaddy, you can get it for $12 for the first year, but on renewal, it doubles or
triples in price. So, let's actually go into Spaceship and buy a couple domains and set them up. Spaceship is
essentially designed so that you can buy cold email domains in bulk and manage them in bulk. So, what we're going to do
is we're going to go to all products, domain name search. Now, what's so cool about spaceship is this beast mode. It
is made for finding cold email domains at scale. So, TLDDLs are the end of a domain name. Right now, it's got all of
them activated. I'm going to X that out. I only want dotcoms. Couple reasons for it. They instill trust faster than
others and they're cheaper.io's are cool, but they're like three or four times the price of dotcoms. I'm gonna
enter in some keywords that I want my domain to contain. So let's say instead of Otter PR, my business name was Beaver
PR. So I want to enter Beaver. So I want some brand recognition there. And then I want to enter some other keywords that
can go along with it. Uh viral media, PR, public, public relations. Now spaceship
is going to start to create variations using these different keywords. And chances are viralmedia.com is not going
to be available, but viralbeaver.com is likely available. So, it's probably going to have most of them containing
Beaver. There's also other filters you can use, but I don't like to use them. I like to hide unavailables. And where
this gets really cool, I'm going to go ahead and apply this first and see what what's available without using any of
the domain hacks. And we're going to generate. All right. I don't think any of these are available, which is
typical. This is why we need to use the domain hacks. What we're going to do is we're going to use prefixes and
suffixes. It's going to automatically generate the most commonly used prefixes and suffixes. So, when I was giving you
the example myotterpr.com, getterpr.com, these are all ones that are used inside of these prefixes and you can add your
own. Once you add these, you can go ahead and apply. And now it's going to start giving you tons of options of
domains that you can acquire. So, as you can see, the domains are $8.88 to acquire and $10 per year to renew. This
is infinitely cheaper than using something like GoDaddy. And I can just add all to cart really quickly and
acquire domains in bulk. I'm going to go ahead and buy publichubs.com cuz that one's kind of cool and I feel like I
could use it for other stuff. And I'm going to go ahead and purchase this domain. Now, you don't need to activate
any of this stuff. It's registering for 1 year. Privacy is included. GoDaddy just jacks up the prices on all of these
things. They should not be that expensive. This is what you should pay. So, we're going to go ahead and pay now.
And just like that, I own the domainhubs.com. And now there's a lot of stuff that I
can do with this domain. So I need to manage it. Specifically the DNS records, the back end of this domain. I need to
tell this domain what to do. So to manage my domains, I'm going to come into Launchpad
Domain Manager. Now let's walk through a couple of the things that are available to me. Name servers and DNS records. So
name servers are where that domain is being hosted. I bought it on spaceship. So right now it's on spaceship. Usually
it defaults to wherever whatever registry you use to buy the domain. Wherever these name servers are pointing
is where I need to go to control the DNS records, which we'll talk about in just a second. Now, if I wanted to move this
domain to Cloudflare, for example, I would just have to update the name servers and then I could use Cloudflare
to control the DNS. The other option here is adding DNS records. So, these are things like the CNAME record, the MX
record, the A record, the DKIM, the DMARK. These are all MX records and you can do that just by simply adding
records here. This is how you do it manually one by one or you could do advanced DNS records where you can do
things like upload. Next, you'll see URL redirect. So, where do you want this domain to redirect to? Obviously, this
isn't a real website. Obviously, pubhubs.com is going to go to nothing. So, let's go ahead and just try it.
Obviously, the site cannot be reached because there is no website. There's nothing there. So, what I want to do is
do a permanent redirect to otterpr.com. So, I'm going to do www.otterpr.com. That way, anytime someone visits the
website.com, it'll automatically redirect to my actual website. Now, it's also important
to note here that any change you make to your DNS or your name servers or redirects don't happen immediately.
There's a little bit of a delay that we call propagation in the infrastructure world. So, if you make a change and it's
not perfect or reflecting right away, just be patient, hang in there. Usually, it's just a few minutes, but sometimes
it can be hours. All right, so that's how you acquire domains and control your name servers and DNS records and URL
redirects. Now, some people like to bring their name servers off of Spaceship and into Cloudflare for a
couple different reasons. One, it's a little bit more secure. You can manage your DNS records all in one place. And
if you're interested in learning how to do that, you can watch my full spaceship walkthrough linked down below. But 99%
of people don't need to do that. It's not super important. and it has not been proven to increase the results of your
cold email campaigns. So, for simplicity sake, you can just manage all of your DNS and keep your name servers on
spaceship. So, again, that bonus info on moving your domains to Cloudflare worth an honorable mention, but I'm not going
to be walking you through that in this video because honestly, I don't want to confuse you and add too much. You don't
need to do it. It has not been proven to really improve results. I've tried both and I've tried multiple domain
registers. Spaceship works great. All right. Now let's talk about configuring the domains. There are certain DNS
records also domain name system is what that stands for that tell the domain what to do where to point is it
authenticated uh is it secure and private and you need to have these DNS records done correctly if you want your
emails to go to the inbox not to spam the forwarding domain we just talked about and that's how that works. And
then lastly custom tracking domains which were a big thing back in 2024 2023 less important now but I'll show you how
to set them up. All right, so let's talk about some of these core DNS records. And just to close the loop, you saw me
change the forwarding domain to otterpr.com. It took about five minutes for that redirect to actually take
place. This is the propagation. Now, when I visit publicHubs.com, it redirects to otterpr.com as intended.
All right, so let's set the DNS records up for this pubhubs.com. What do I actually have to do to make this thing
work? I've got this domain. How do I create mailboxes? How do I get the DNS records on there? and what DNS records
do you need to use? Then we'll do the custom tracking domain. And if you don't know what a custom tracking domain is,
these are specific domains used by the email sending software to track certain actions like clicks and opens or for
unsubscribe links. Now, cold emailing in 2025, we never add tracking links to cold emails. They cause the emails to go
to spam. And the recommendation right now is that we do not use them. So, if we're not using links and we're not
tracking things, do we need the custom tracking domain? Not really. But standard practice is to set it up
anyways. And if you use our setup service or other setup services, they'll always set this up for you and add it to
the domain. Let me just show you what this looks like in practice. I'm going to go into one of my campaigns. Now, as
you can see, no links, nothing to click here. But if I wanted to add an unsubscribe link here, I just click more
rich. Insert that unsubscribe link. Say what it says. And now when you click on this
link, it's a link generated by Instantly AI that basically tells them that person unsubscribed. Now, if you don't have a
custom tracking domain in there, they use their link. And if it uses Instantly's link, that is the easiest
way on earth for Google or Microsoft to say, "Wow, I see Instantly AI's link. this is a cold email. Let's send that to
spam. That's why you need those custom tracking links if you use unsubscribe links or if you track opens. Another
honorable mention here is domain masking proxies. This is a cleaner way of doing domain forwarding. So, if you saw in my
example, it redirected me to otterpr.com. An alternative way to do it is to add a domain masking proxy. And
there's services you can use for this like email guard where instead of redirecting to otterpr.com it'll still
show that you're on publicHubs.com but it'll look like otterr's homepage. It's a masking proxy and I've tested it
against doing it the forwarding way and there is absolutely no difference. That's why we don't use them anymore.
It's just an additional step in the process. The original thought is that it would improve email deliverability and
that has not been true yet. I do have a free video on my channel about how to set up these domain masking proxies if
it's something you're interested in, but my advice is don't worry about it yet. There's no additional benefit. All
right, let's do a live DNS record setup. Uh, and just to be frank, I haven't done one of these in probably years because
my team does all of it now. The service does all of it now. So, if you want to leverage that service, all you have to
do is go to lead genenj.cominbox and our my team will be able to set up all of your mailboxes for you. But with
the service, you just tell us how many mailboxes you want. We can also purchase the domains for you, so you don't even
have to worry about that part. And it just walks you through the entire process really nicely. But with that
being said, let's go ahead and set up the DNS records in a mailbox forhubs.com.
Now, if you're doing this yourself and you want to use Google Workspace and you want to pay $8 per mailbox, you can go
ahead and click get started and then sign up for a Google Workspace account for your business. I of course already
have hundreds of workspaces, so I'm going to skip the setup process and skip right to setting up the domain. This is
what Google Workspace is going to look like once you're inside. Now, you're going to want to have to add your domain
first. You're going to come into accounts, domains, manage domains. And by the way, guys, you can pin this
stuff. So, it's already up top, but I wanted to show you where to find it. Look at all these domains that I already
have verified and activated inside of my admin panel. We're going to go ahead and add another domain. We're going to put
only the domain. I'm going to skip the stuff before and after. And we're going to set this up as a secondary domain.
We're going to add domain and start verification. Okay, it wants me to verify ownership.
So, select my domain host. I'm using a different host, so I'm going to go ahead and continue. And I'm going to have to
verify these manually. Now it wants me to verify by adding these records to my domain. So first is a txt record name
set to default value is this TTL set to the lowest value or default. So let's go ahead and do that. Now I've
copied the value. We're going to come in. I'm going to go into name servers and DNS. Add a record.
And now we're going to click txt. So when it says the default, that usually just means at. So I'm going to add that
at sign. I'm going to paste the value and TTL. This is like how long it takes to propagate. So you saw how long it
took for the forwarding to take place. If I make this 1 minute, it's going to propagate a lot faster. The other thing
that I'm going to do here, it wants me to use txt as the primary verification method, but it also gives me a secondary
method, which is the CNAME record. I'm actually going to do both just to make sure that this goes through without a
shadow of a doubt. So, I'm going to copy the name and we're going to add a CNAME record.
Now, this is the host. This is where they want me to put that information. And then let's come back to domain
setup. The value for that came record here. And again, TTL, we're going to do 1
minute. Okay, they've both been added. We're going to continue. The DNS is propagating. Hopefully, it goes pretty
quickly. And then let's verify that this is set up correctly. So, confirm. Getting my domain ready. Beautiful. It
was verified successfully. Now we have to activate Gmail. They're going to help me set it up. It's probably going to be
more DNS records. So now that my domain is verified, I'm actually going to click do this later. Now, as you can see, that
domain is here in manage domains. I'm going to go ahead and add a user here. So let's just add myself and create
user. Okay, I'm just going to grab this info so I can log in after the setup is complete and show you that it works. And
let's go ahead and click done. Now I want to verify that domain. So let's come into manage domains, public hubs.
We're going to activate Gmail. Now, we need to set up the MX records. This is telling that domain how to exchange
emails between other domains. So, we're going to go ahead and set up those MX records.
Continue. Proceed with activation. Different host. And now we have to put
in the MX records. So remember to copy the points to priority one. So MX records also have a
priority attached to them. So let's go ahead and come back into DNS settings and add some more records. And we're
going to have to add a few different MX records. So MX at value
priority 1. And now I can keep the TTL standard which is 30 minutes. Let's go ahead and
save all. Okay, confirmed. Just like that, I'm verified and ready to start using Google. I can now send
and receive emails from that mailbox. So, let's go ahead and log into it just to show you. Open up a private browser
and log into that mailbox that I have just created. All right. So, as you can see, it's now a functional mailbox that
I can do lots of stuff with. I can add this to different platforms. I can sync it to instantly. I can start sending and
receiving emails from this mailbox. I'm going to skip this password thing right now. And now I'm going to finish the
configuration, the DNS configuration. So the mailbox is created. Great. But is it going to hit the inbox? Probably not
because that domain doesn't have all of the m all of the DNS records that it needs yet. So let's actually scan this
thing. We're going to use a free tool called easydmark.com. I recommend that you use this as well.
It's free and does just about everything that you're going to need. So I'm going to come in and scan this domain. By the
way, I'm on easydmark.com. We're going to come into tools. And here's all of the mailbox and domain tools that you're
going to need. Domain scanner, DNS record checker, and it'll kind of tell you what you're missing, too. So, let's
go ahead and scan that domain, and see what's on there so that I can add the things that it needs. So, you can see
risk assessment is high. It doesn't have an SPF record, a demark record, a DKIM record. So, the ESPs, email service
providers, are going to see this and they're not going to allow that email through. So, now let's correct these one
by one. So, if you come into your Google Workspace and type in DKIM up top, you'll see DKIM authentication. Google
actually has a built-in tool to help you authenticate the emails. So, we're going to go ahead and select the correct
domain, publish.com. And we're going to generate a new record. You can go ahead and just
generate based on this. This looks fine. And now we're going to have a txt record and a value. So, let's go ahead and copy
this into our domain manager. I'm in the advanced DNS now just to show you the difference.
And we're just going to add a couple records. We're going to add a txt record. Here's that new one. This is the
value Google domain key. And then we're going to grab the record value.
And once we've got that new record in there, we're going to go ahead and add. And then we can start authentication.
And Google's going to check to make sure that demark record is actually correct. And it warns you. See, uh, it may take
48 hours for the DNS records to fully propagate. So now that the DKIM records in there, let's go ahead and do the
DMARK and the SPF records. So let's come back into easydmark.com. I'm going to leave this open. I'm going to open up an
additional tool. Let's go to SPF record generator and we're going to go ahead and use their kind of standard
recommendation. So I've got pubhub.com. Let's go ahead and generate that record. Okay, it's saying this record is valid.
Cool. So let's grab this value. And notice how the host is just the domain itself. So when you see that that you're
going to use just an at sign. So let's add an additional record. It is a txt record.
It's going to be at and then the SPF value will go here. And now we've got an SPF record. The
last thing that we're missing is a demark record. So I'm going to come into tools and do demark record generator.
I've already got our domain there. For policy type, I'd recommend using quarantine or reject. I don't want to
get too in the weeds with these. There's different recommendations from various sources on whether to use reject or
none. Honestly, it doesn't matter very much. You will need an email to send the demark reports to. And if you come into
advanced configuration and you set failure reporting options to zero, now you won't get any reports, which is kind
of what I like. The rest of it you can leave as is and generate a demark record. I know I skipped over a bunch of
stuff here just because for cold email it doesn't matter. Now, if we're talking about your primary domain setting up a
demark record, there's a lot more nuance to this, but for the purposes of cold email, this will do just fine. Now,
here's another quirk that you should pay attention to. It says host_demark.youd domain. If you copy this whole thing and
you paste it in to the DNS records, it's going to be incorrect because you don't actually include your domain name.
You're just going to do underscore demark. That's why when it hits copy, it only copies that part. Now, I'm not
going to copy that because I'm just going to type it in. I'm going to copy the value. We're going to add another
record, another txt record, the host_dark, and the value right there. Now, we've
got all the necessary security protocols so that the email goes into the inbox and not spam. We've got an SPF record, a
DM record, and a demark record. And the MX records telling us that it's a Google mailbox. Finally, the last thing to add
is a custom tracking domain. So, I just opened up one of the mailboxes inside of our Instantly account and I see the
custom tracking domain section. We're going to go into this when we do software setup, but it gives you the
records here. We've got the record type, the host, and the value. This is going to be the same across most of your
mailboxes. So, you don't actually have to add the mailbox first. You can set these up as soon as you do the domain
setup. Host inst. And the value is here. So, let's go ahead and set this one up knowing that this is going to be the
record. I'm going to go ahead and copy the value. We're going to add that final record.
It's going to be a CNAME record, the CNAMEN instal. And that is the final record to round
out the domain DNS setup. Now, if you don't want to deal with any of that yourself, because you shouldn't have to,
and you definitely shouldn't be paying $8 a month for G Suite by doing it yourself, you should take advantage of
this setup service. It's only $3 per month per mailbox. We do all of the technical setup for you. And most
importantly, you actually have a mailbox rep, somebody where if something goes wrong, you can reach out and they will
go and fix it. If it gets disconnected or it starts going to spam, you have somebody that you can actually ask for
help. All right. All right, now let's talk about the age-old dilemma. Do we use Google? Do we use Microsoft? Do we
use some cheap SMTP service to set up our mailboxes and send emails? Well, this matters a lot cuz if you choose the
wrong thing, you try and cut corners, you're going to end up in spam. So, follow what I tell you, and I'm going to
be going through some of these different options, how to think about them, giving you my recommendation, and I'm actually
going to give you my reasoning so you don't get caught in some price trap where you're paying the absolute
minimum, but all your emails are going to spam. We're not going to let that happen to you. So, what are your
options? You've got Google, you've got Microsoft, and then we've got custom mailbox solutions. These are private IP
addresses. You can either set them up really cheaply using various services, or you can pay for more well-managed
custom mailbox solutions. We're going to go through all four of these options so you can understand the differences, pros
and cons, and then I'm going to give you my recommendation. All right, let's start with some terminology. ESP, you've
probably heard me mention that already. That means email service provider. When you hear ESP or email service provider,
think about what companies have email services. We've got Yahoo, we've got AOL, Google, and Microsoft obviously are
the biggest ones. And that's where we're going to focus most of our attention. The email service provider that you use
is really important. And the reason it's so important is because of the IP address. The way that emails flow, kind
of as described earlier, there's a lot of different variables that make an email go to an inbox. One of the most
important is the IP address or the server that that email was sent from. That server is managed by one of these
email service providers. So the more trusted that IP address is, the higher the reputation, the higher the
deliverability. And that email service provider is in charge of keeping their IP address clean. So if you're using
Google or Microsoft mailboxes, you're using Google and Microsoft IP addresses. If one of those IP addresses reputation
drops or gets blacklisted, it's up to them to switch it out to make sure that your emails are ending up in the inbox.
They're very invested in that. And they have the added benefit of that most people like you and me are either on
Google or Microsoft. So the email service provider doesn't just send the email, they're also receiving many of
these emails and they screen the emails that are coming in. So, if they're coming in from a Google IP address and
I'm using Google, good chance Google looks at that and says that's probably trustworthy. All right. So, now that you
kind of have an understanding of email service providers and IP reputation, let's actually talk about some of these
options. Now, the first one is Google. And this is probably the most popular platform for cold emailing. They're very
aware that we're sending cold emails. In fact, I think they're supportive of it. Now, at the normal rates, Google now
charges $8.40 40 cents per month per mailbox, which is a ton of money once you're scaling an email system, which is
why I don't recommend signing up for G Suite and paying those normal rates. Instead, you should work with an email
setup partner. People like myself have negotiated rates so that we're able to set up mailboxes at scale for $3 per
month per mailbox. This allows you to scale your infrastructure much more affordably and you don't have to worry
about setting them up yourself. You'll soon see that Microsoft also has a program like that where you instead of
paying retail rates, you'll pay those reseller rates. Mailbox infrastructure services like Inbox by Lead Genj make
the setup super easy with Google. And I'm not the only one offering this. I'm the best because you can transfer them
in and around providers and you get a mailbox rep which you don't get anywhere else. But there's lots of services that
can help you do this. Now, as of 2025, Google has the highest inbox placement of 87.2%.
This is higher than Microsoft and higher than SMTP custom solutions. There's been a lot of debate and studies and tests
around provider matching. So, I'll just talk about that briefly. Platforms like Instantly AI or Smartle will allow you
to select a box that says provider matching. In fact, let me just show you what that looks like in one of these
campaigns. So, if I come into options in any of these campaigns and I go to show advanced options, one of the options I
can select is enable provider matching for deliverability boost. The principle here is if you're trying to reach a
Microsoft inbox, though, wouldn't it make sense to send from a Microsoft inbox because they see one that looks
like themsel and they're more likely to let it through? Well, so far from what we can tell, that's actually not true.
And provider matching doesn't actually help. In fact, Google's still better at getting through to Microsoft than
Microsoft is at getting through to Microsoft, which is actually pretty crazy to me. So, one thing to keep in
mind here is that small to medium-sized businesses generally prefer Google. When it goes to enterprise and large
businesses, they're primarily using Microsoft. Now, I just said provider matching doesn't necessarily help get
through to Microsoft, and that's generally true, but it can be a good idea to have multiple different mailbox
providers inside of your system cuz at any given month, one might be per performing better than the other. There
was a whole period of time where Microsoft was crushing it to to Microsoft and then it essentially
stopped. By the time you're watching this video, maybe it's early 2026. What I'm telling you now could be irrelevant.
That's why you need to be in the community so you can stay up to date with the most recent news. All right,
that's Google. Now, let's talk about Microsoft 365. These mailboxes are about the same price as Google if you set them
up with Microsoft, but you can get a discount by either going through a reseller like myself or if you buy your
domains on GoDaddy. They actually have a simple way to set up Microsoft mailboxes directly in there with GoDaddy and it
starts at $4 per month and then goes up the following year. There's also various services that you'll run into that will
do hundreds of mailboxes on a single Microsoft domain through special backend Microsoft panels and those are typically
$50 per month with a safe sending limit of about two emails per day per mailbox. I can show you what those look like.
It's a it's a really interesting thing. That's a little bit more advanced. I don't want you to worry about that yet.
Just kind of an honorable mention. If you run into services that launch hundreds of mailboxes for you with super
small sending volumes, they're built on the Microsoft backend and I don't want you to worry about adding these just
yet. So far, they haven't been too stable and Google is still better. Inbox placement for Microsoft 365 is second
best around 75.6% overall and still doesn't deliver as well as Google to Microsoft. And I put
that I highlighted that here at the bottom. does not deliver better to Microsoft leads. Really important to
know kind of when you're going into choosing this and trying to troubleshoot how to get through to Microsoft, which
can be a challenge. But just to point something out to you guys, let's go into my inbox placement test inside of
Instantly. I'm going to be walking you through how to set this up. I just want to show you like current deliverability
metrics. So, as you can see in this test, we're primarily using Google as the sender. and the recipients, you're
looking at Google, you're looking at Microsoft, we're inboxing almost 100% of the time. That's pretty absurd
statistics and you probably won't see that yet. The reason we are is I'm I've been doing this for a long time. I'm
very good at this. We have low spam complaint rates. Our domains are properly aged. They've been warming up
for a long time. So, if you don't see this right away, that's fine. But you should know that inboxing almost 100%
with Google on cold email is still not not just possible, pretty easy to do. All right. All right. Now, let's talk
about the most coste effective solution and that's SMTP services that have unmanaged IP addresses. Now, a lot of
words, really complicated. Let me break it down for you. You know how I said Google and Microsoft are in charge of
keeping their IP addresses, their servers clean, high reputations, high deliverability. That's on them. But what
happens if you're in charge of that IP address? If it's a server that you create that doesn't have any history,
any reputation, it's a lot more delicate. And if you burn that IP address, it gets a couple spam
complaints, gets on a blacklist, you're stuck with it. And that whole server, that whole IP range is now pretty much
done for good or at least for 30 days. Now, the attractive thing about services like this where you have unmanaged IP
addresses is they help you spin up mailboxes really quickly, really affordably, and you can pretty much
scale infinitely without having any technical knowledge for a third to a fifth of the price as using Google or
Microsoft. Now, what you need to be concerned about with these specific mailbox services is that it might start
off looking good when you turn this on with these fresh mailboxes. The IP address doesn't have any reputation,
doesn't have any negatives, doesn't have any positives. So, you might actually see your emails inboxing really well at
first until you get a couple spam reports, you email a spam trap, and now all of the sudden the entire IP range,
the server that you created with one of these services, all of the mailboxes start going to spam, and there's nothing
that you can do about it. And a lot of times, if the IP gets burned, the domains and the mailboxes can also be
burned. All of those domains that you spent money and time registering and warming, all of it could be completely
wasted and not work at all. So, a couple notes here. Who is this good for? Is it good for anyone? So, I actually use
mailin as one of my providers for my system. They're really affordable. It's easy to set up and I know that I'm
really good at cold emailing. I get really limited spam reports. So, I trust myself to keep that IP address pretty
clean. Now, just logging in so you can see what this looks like. With just a few clicks, you can purchase new
domains, set up mailboxes, and then quickly export them into your Instantly account. And as you can see, I have 375
active mailboxes here with 75 domains. Here's a list of all of my mailboxes. It's really easy to spin them up. It's
really easy to put them into here instantly, and it's a really affordable solution. But I also want to strongly
caution you against using this until you have a lot of experience and until you have a working system with Google or
Microsoft mailboxes. So how do you know if it's a managed IP service or an unmanaged IP service? Well, the biggest
tell is going to be the price range. For services like mailin or informmail, you'll see really attractive pricing. So
let's look at inframail as an example. For $99 per month, you can set up unlimited email mailboxes. If it sounds
too good to be true, it usually is. This comes with one dedicated IP ready to go. And I don't want to hate on Inframail
for what they do. They do a great job. So does Mailin. But if that one dedicated IP gets flagged, the
reputation drops, then all of those unlimited email mailboxes will cease to hit the inbox. They will all start going
to spam. Now, you can absolutely mitigate your risk by doing like a 250 per month plan for three dedicated IPs.
But again, if one of those IPs goes down, it's dedicated and nobody's in charge of its reputation but you. So
you'll see pricing either that either looks like this with unlimited mailboxes or you'll see pricing at at around $1
per mailbox per month. So this is 300 per month comes with 200 email accounts per month. So if it's under $2 per month
per mailbox, you better believe it's going to be a unmanaged IP address that you are in charge of. As you can see,
dedicated servers and IPs. Now, if you want to try one of these services out, I recommend mailin. There's going to be a
link down below, but you should not do this by itself. You should absolutely have Google or Microsoft first. All
right, the next category I want to talk to you about is SMTP services with managed IP addresses. These are not
Google, they're not Microsoft. They're still custom server mailboxes. Now, these are not Google, they're not
Microsoft, but in this case, the company is actually going to be in charge of the IP address. And if one gets ruined,
they'll rotate it out so that you constantly have clean and high reputation IP addresses, kind of similar
to what Microsoft and Google do on their back end. All right, so what does one of these services look like? How much does
it cost? Is it is it worth using? And I'll also talk about some of the main players in this space. So these are
typically the most expensive because there's typically a setup fee involved and there's typically a high per month
mailbox fee. I've used Mission Inbox in the past and it ended up being around $5 per month per mailbox. Now, the quality
of these companies are really based around how clean they keep their IP addresses and how well they're able to
monitor the sending reputation and deliverability of their mailboxes. So, the difference in cost from the
mail-ins, which are the unmanaged IPs, to the mission inboxes, is these guys are actually going to help you with
deliverability. They're going to keep the IP reputation clean. They're going to do deliverability checks. They're
going to make sure that you're hitting the inbox, but you pay for it. So, Mission Inbox, this is the service that
I've used in the past and I've tested. It works really well. It just can get a little bit pricey. This one is $199 per
month. Comes with 30 mailboxes. So, as you can see, already starting off quite a bit more expensive than the other
options. Meldoso is another one. Uh, it's a little bit more affordable at 166 per month for 68 mailboxes. And as you
can see, that's build quarterly. So, this is a little bit more of a commitment. You can also come in and
calculate what something like this is going to cost. And again, when you're deciding which one to use, Meldoso,
Mission Inbox, there's a lot of other players in this game as well, it really comes down to how good are they at
managing their IP reputation. And at the end of the day, they're slightly worse than Google at managing that IP
reputation because deliverability overall was still lower. So, for me, it wasn't worth justifying the extra cost.
Now, if you do want to try one of these services, and by the way, I'm not telling you not to do any of these
things. I'm not telling you you absolutely need to be on Google. My actual recommendation is you should have
at least three providers inside of your system and that is just in case one of them goes down. Maybe Google
deliverability drops overnight, maybe Microsoft deliverability drops overnight. You should be able to hedge
your risk with multiple different providers. So now that you kind of understand the differences, this is what
I do and this is what you should probably do to give yourself the best chance at not messing up the technical
infrastructure. Use Google mailboxes. Right now they're the top performing and I don't see anything happening to them
anytime soon. The risk with any of these custom SMTPs is the rules can change overnight and they're going to be the
first ones to die. So use Google and you should use a setup service like LGJ inbox to make sure that the DNS records
are set up correctly, they're uploaded to your platform correctly, and they're warming correctly. For mailboxes, you
should either use the founders's name. So if this is me setting up mailboxes for myself, all of my mailboxes have Jay
Feldman as the name. So, if you don't want to use your personal name, or maybe you have a name that's not easy to
pronounce and doesn't instill trust when you hear it, you can always default to an easy one-cllable white girl name.
Ruth, Jen. These tend to convert the best and no one will ever actually check if that's a real person. So, how many
mailboxes should you set up per domain? This is an ongoing conversation between me and lots of different cold email
experts, and there's no correct answer. I'll tell you what I'm doing right now, and that's five mailboxes for every
domain. The more important question than how many mailboxes per domain do I set up is how many total emails per day per
domain am I sending? So you really want to send around 100 emails per day per domain. Sorry, doing this with my mouse
on the sketch pad. So if you have five mailboxes, then you want to be sending no more than 25 emails per day per
mailbox. If you want to do three mailboxes per domain, then you can send up to 33 emails per day per mailbox. Now
again, these aren't hard limits. This isn't written anywhere. Google and Microsoft would never publish what their
safe sending limits actually are. What we do is use the information and testing to take our best guess. So, what I'm
typically doing is five mailboxes per domain. Each of them scaling up slowly to 25 emails per day per mailbox. And
yes, my math was off. That is 20 20 emails per day per mailbox if we're sending at five. I apologize for my
brain. I've been recording for hours now. Now, the honest truth is that we know less emails per day is is better.
It keeps the domain safer, which means the campaigns last longer and deliverability is higher. Now, if you
want, you can scale those mailboxes all the way up to 50 until maybe you start seeing a little deliverability dip. But
this is my recommendation. Choose to follow it or not. But I definitely want to caution you against cranking the
volume up too high and too fast. Now, I do have a word of caution for you. This is something that ended me up in a lot
of trouble and a lot of people I know al who also did this practice that is no longer not recommended ended them in
some trouble too and that's mailbox forwarding. So we talked about domain forwarding which is where you want one
domain to redirect to your primary domain. That's still safe. That's fine. Mailbox forwarding is when an email
comes to my mailbox. It automatically autoforwards to a central mailbox. maybe someone from my team, then any emails
that were being responded to in my cold email system, those responses would get forwarded to my primary mailbox. So, the
recommendation is do not use mailbox forwarding. You should respond to all of your cold email replies from within the
instantly unbox. And honestly, at this point, there's no reason not to because they've given you so many great tools to
make it unbelievably easy and quick and effective to reply from here that you shouldn't want to forward to a central
mailbox anyways. So anywhere you see add a forwarding address. Avoid it like the plague. Don't touch it. And there's
going to get be multiple opportunities to add that. >> Quick explanation on why we no longer
use email forwarding. So let's talk about the situation that we're usually in. You send a cold email to somebody.
Let's say person A to mailbox B. This is me. I'm I'm A sending an email to mailbox B. Now say this is all in
instantly AI. Mailbox A is loaded up in instantly. It sends that email to email B. Email B responds to email A and now
you have an open dialogue with that email. Now what you might be tempted to do instead of using the instantly unbox
is setting up an auto forwarding rule to send that email to now mailbox C which is my primary inbox with my team
managing it and it's not connected to instantly AI. Maybe this is even my primary domain. So, my most
authoritative mailbox with my best domain, so it looks and looks and sounds really good. Maybe this is Jotterpr.com.
And this seems really tempting cuz now you can have your team just monitor a single mailbox that's collecting all of
the cold email responses to all of these these mailboxes loaded up in instantly. Now, the problem with that is these two
mailboxes, A and B, have an open line of communication. It's a thread and you're already in mailbox B's inbox. You don't
have to worry about you going to spam. You're already talking to that person. You're in the inbox. You did it.
However, once you reply to email B from email C, it is the first time that you're communicating with that person
between these two mailboxes. So, mailbox B just sees this as another cold email. Therefore, you can't really say what you
would say here, which is dropping them links, pictures, videos, pretty much anything you say from email A to B as
the the reply back to their reply will go through and end up in their inbox. However, if you send it from email C,
even if it's your primary mailbox, email B still sees that as a cold email and is likely to reject it.
>> So, we just talked a lot about different mailbox services, how to set them up from scratch, whether you're using
Google or Microsoft. Now, I just want to walk you through what the setup process would actually look like if you did
decide to use either my setup service or somebody else's. So, we're going to visit lead genenj/inbox.
Now, whether you're using my setup service or somebody else's, there should be three core benefits here. One, you're
saving a ton of money on the Google mailbox subscriptions. That's the main primary benefit. That's why you want to
use someone with negotiated rates. The second benefit is you don't have to think about the DNS being set up
correctly. It's such a common area where people f up. So, if you can take that fear and risk out of your system,
that'll let you focus on the stuff that's really hard and really matters, which is the list building and the
copyrightiting. And it's important for you to have somebody that you can reach out to that can step in and help. Get a
mailbox reconnected, do a deliverability test for you. All of these are problems and questions that you're going to run
into as you're building your system. So, it's important to have a technician available to you to make sure your
infrastructure is sound. And if you're paying me $3 per month per mailbox, you're saving a ton of money on
subscriptions and you get access to my team of mailbox text. And I'm not trying to shill this setup service. There's a
lot of them that exist, but that is an important distinction. I I should also point out this distinction. If you're
signing up for Instantly AI, you may notice that they have pre-warmed accounts, donefor you email setup. They
offer these services on their own and they're solid. It's a good service. The problem with using instantly or smart
lead setup service is you're locked in. They want to keep your mailboxes inside of their ecosystem. They're not going to
support you with those mailboxes and they're not going to let you take them away from their ecosystem if you ever
decide to go elsewhere. And this is a big problem that most people don't think about. But I've switched cold email
softwares more times than I'd like to count. And if they're keeping my pre-warmed high reputation domains and
mailboxes inside of this ecosystem and they won't let me leave, that's not great. So use instantly. They're great.
Just word of caution with that setup service. All right, so let's pop in. We're just going to put in our name, our
email, and I'm going to skip through this really quick just so you can get the gist. Choose how many mailboxes you
want. Each mailbox is going to be $3 per month per mailbox. So if you're doing five mailboxes per domain, then I would
start anywhere from 25 to 50 mailboxes. So, you'll choose how many mailboxes you want and then a setup option. So, you
have two options here. You can either buy the domains yourself first, spaceship, GoDaddy, wherever you want,
and then give us access and we can set them up for you, or you can do easy mode and we'll just buy the domains for you
and set them up for you. And then we can transfer the domains to your account for you to take over management. You can
then select the number of domains to purchase and the mailboxes per domain. So, this is a conditional form. So, if
you want 50 mailboxes, it's going to assume five mailboxes per domain. But say you want to do less. You can change
this to 15 domains and our team would do three mailboxes per domain. Then go to the next step. You're going to tell us
which website to forward your secondary domains to the email sender name that you want to use. Upload a mailbox photo
because these are Google. Any special instructions you might have, and then it's going to give you a summary of
fees. we're going to get uh access to your Instantly account. So, if you already have an Instantly, you'll tell
us exactly where they are so that my team can upload those mailboxes for you. You'll give us the login to that and
then that's it. You'll go ahead and pay and my team will set those up for you uh usually within 24 hours. So, what is the
best software stack that the best cold emailers in the world are using? Over the past 10 years, I've used over 65
different cold email tools I counted while I was searching for the best software stack to scale cold email, but
also manage cold email for clients. I regular speak with the owners at all of the top cold email companies as well as
the top cold email agencies in the world. So today, I bring you 10 years of software wisdom without any sponsorship
or ads. This is the definitive tech stack that you should use for B2B lead generation. So, there's a few things
that you're going to need to do cold email successfully. The first thing you're going to need is a cold email
sending software. This is a tool where you can upload all of your cold email mailboxes and manage them. This tool
will manage your cold email leads. So, you upload a lead list and then it keeps track of that lead like a CRM. This tool
is also responsible for sending cold email sequences. So, you can program in send email, wait two days, send another
email, wait two days, send another email, all with AB variations. And this tool is also responsible for managing
replies. There's a lot of different options when it comes to cold email sending software. It's a super
competitive market. Now, over the past several years, I've really seen it consolidate into a couple of winners.
So, I really want to focus today's conversation on those winners and some of the considerations that are important
to you when you're choosing the right tool. First one is pricing structure. I remember when I started cold emailing,
it was $50 per mailbox and it was just absurd pricing. We were using Woodpecker, just really not scalable.
Instantly, AI, the one that I'm using now, which is obviously the one I'm going to recommend. I'm going to tell
you why, actually pioneered the unlimited mailbox pricing scheme. And since then, most of the softwares have
followed suit just to keep up. What you're going to see now is a pricing structure that's usually a a monthly
fee. So, let's go into Instantly and show you what the building looks like. So, this is what you're primarily going
to see in terms of pricing structure. So outreach is what we're interested in. Let's go into a monthly fee. You're
going to see unlimited email accounts, unlimited email warm-up. This is what all of the top players are doing now.
And they're going to charge you based on contacts. So the more contacts you have in there, the more that monthly fee
becomes. Another consideration is deliverability features. So as the race to create the best cold email software
has continued, certain tools like Instantly AI have released a lot of really interesting features. This whole
lefth hand side, which I'm going to go through shortly, has features that make your whole cold email experience a lot
easier. So, you don't have to use multiple tools. It all happens under one roof, which makes everything a lot more
streamlined and a lot easier. So, what kind of deliverability features do they offer? The quality of warm-up. One of
the interesting things about free unlimited warm-up is that it can attract a lot of bad cheap mailboxes inside of a
warm-up pool and then anyone who's in that warm-up pool can be tainted. We're going to talk more in depth about
warm-up soon, but just know that if the software has a lowquality warm-up pool, that warm-up can actually do damage and
not help you. The accuracy of the data, there's a lot of data involved in cold email, not just lead data, but reply
data, open data, opportunity data, and all of that data is aggregated so you can make the right decisions. And a lot
of the platforms have not mastered the accuracy and reporting of that data. Another consideration, do you want to
just use this for yourself or are you planning on managing clients on that tool as well? One feature that a lot of
people overlook and just assume it's all equal until it's too late is the unibly features. So, one of the biggest
differentiators between reach inbox and instantly AI right now is the ability to go into the unbox and quickly reply to
conversations. And lastly, their API. So, if you're a little bit more advanced, what can you actually do in
the back end with automation? and we're going to be chatting about that towards the end. So, here are the major players,
the winners that have made it and are now competing for the top spot in cold email software cuz there's a lot of
money there. And there's really two names that most people end up going with, and that is Instantly AI or Smart
Lead. I'm going to talk about some of the others as well, but I really want to focus around those two. And if you see
this meme on the on the right, I bet he's thinking about other women. Should I choose Instantly or Smart Lead? That
one's funny. So important to note, I've used all of these extensively with success. They all work. The question is
which one is going to be the best for you and which one is winning the race cuz it's really hard to transfer from
one of these to another one. It's a pain in the butt if you have to do it. So, you may as well choose the one that's
going to be the right for you long term. And I can't tell you the horror stories of all the people that have had to
transfer from one of these to instantly because of a specific feature that they wanted or some new update. So in short,
Instantly AI best overall. I'll be telling you why. Smart lead second best to Reach Inbox can be a really good
value. In fact, Reach Inbox is almost equivalent to Smart Lead and Instantly AI. They've got good APIs now. They fix
their warm-up pool. There's just a couple bugs that make it not quite as good, and they don't have some of the
more advanced features that Instantly Now has. But if you're looking for good value, uh Reach Inbox will definitely be
slightly more affordable. Now, good story here. They came out with a lifetime plan last year that I jumped
on. I promoted. I actually have two of them. I paid for them myself and thousands of people bought this lifetime
plan. Reach Inbox themselves told me I changed the trajectory of their company. But their issue was the warm-up pool at
the time. And a bunch of people signed up and started using Reach Inbox and were hitting spam. And this is even
though in my video I said I'm buying this lifetime deal and I'm sitting on it while I use instantly AI which ended up
being a really good idea but people who are trying to cut corners and save a few bucks went into use reach inbox and
ended up everything was in spam and it wasn't working. I do have a good relationship with all of these companies
but instantly AI is the one that I use for myself now because of the features that I will mention soon. I also see
some people using Apollo.io for sending cold emails although you can. It's not really built for scaling cold email
systems. So, I would not recommend using it. All right, so you guessed it. My recommendation is to use Instantly AI
for the following reasons. They have the highest quality warm-up pool. I've never had a single problem with their warm-up.
The deliverability is excellent. And on that note, they have really unique deliverability features that a lot of
other platforms don't have. So, let's talk about a few of those features. One of them you probably saw me share
earlier, and that is their inbox placement testing and rotation. This is an absolute gamecher because this is
something we used to do manually. They'll actually do real life testing of deliverability. This way you know how an
inbox is actually placing. We'll talk about this more in depth during the deliverability chapter. But this is
built in so it happens automatically every single day. And the best part about this is we used to do this
manually. Uh mailbox wasn't delivering correctly. You take it out of rotation, warm it up, put it back in. Instantly
now does that all automatically. So they've got these automations that you can set up. So, if inbox placement goes
below a certain level, it actually pauses it from the sending campaign and then you can put it back in once the
inbox placement goes back up. These are all automations that I'll walk you through shortly. Other thing that's
important to know about Instantly in terms of deliverability is they have so much data. They're by far the number one
cold email platform and they actually utilize all of that data that they have to tell me if somebody is likely to
bounce, likely to report me as spam and they'll actually skip that person. And if you want to see some really cool
advanced stuff, this is something new that they've released. You can actually do AI lead filtering. So if somebody's
hostile, you can skip them. And if they're unlikely to reply, you can send last. And this is only possible because
of all of the data that instantly collects on a daily basis. The next feature is the unib. Now, you really
want a solution that makes it easy for you to reply, know somebody replied, and their unbox experience is by far the
best. Now the reason for that is they've integrated AI really cleanly. It looks like my AI has already responded to this
guy. But say I wanted to reply to this email. They've got a lot of features built in that make it really simple for
me to do that. One of them is snippets. So if I hit the pound button, it's going to open up all of these macros and I can
quickly insert personalized replies to them with the click of a button. But they also have AI integrated. So let me
open up my Otter PR workspace here so you can see what it looks like when a teammate is responding to these emails.
I hit reply. Now, what you would notice is because they have OpenAI integrated into lots of different layers of their
system, it'll actually suggest the best reply for you. So, all you have to do is hit tab and it'll get inserted. They
also have a really great app so you can download it on your phone and anytime an interested reply comes in, you can get a
push notification and handle that reply right from your mobile device. They've done a really good job integrating AI
into every part of the experience. And by the time you're watching this, they probably would have added more stuff.
They're just developing so quickly. They've now got this co-pilot that will help you do just about everything to
make it as easy as possible to launch a cold email campaign. Now, with that being said, I want to caution you
against using AI to write your cold emails or generate a list. I've tried all of it. None of it can do it nearly
as well as you'll be able to do it. So, do not trust any AI to write your emails or develop your list. Just don't.
Lastly, Instantly has a really strong API. I've yet to find a single thing that I can't do with back-end automation
in Instantly AI. just works really well and it helps me develop really cool stuff like this to build custom
solutions to my problems. And a warning, do not cheap out or get sucked in by cheap deals for cold email software or
for lead data. Let me just show you something really quickly to hopefully scare you away from doing anything like
this. So, if you type in cold email on AppSumo, you're going to see some deals. Now, if it's email verification, that's
fine. You can use um AppSumo email verification tools. What I want to caution you against is using some of
their other stuff like Mistria for email marketing or new reply. And if I'm looking for lead data, like maybe I want
to see if I can get a lifetime subscription to something, you might think about going for lead rocks here. I
have the highest plan on this and I haven't used it more than twice because the first time was such a disaster. It's
just not worth making your life harder when you're trying to get cold email right. If you cheap out on data, if you
cheap out on software, this stuff is not going to work. So, use my recommended stuff. My goal is to save you as much
money and get you 99% of the way there. And this is the same stuff that I do in my own systems. I want to give you the
most affordable solutions that actually work, but stay far away from lifetime subscriptions. They're here for a
reason, and it's because they're not there yet. All right. Now, I want to give you an abridged Instantly AI
walkthrough of what what to expect. I also want to point you to this resource. This is uh an hour and 10 minutes of me
going through each detail of Instantly. It was done 4 months ago, but it's still hyper relevant. So, if you want a deeper
dive, definitely check that video out. But for now, let's jump into Instantly. And you'll probably see that it looks a
little bit different than the video I did 4 months ago because they're developing so quickly. So, I'm just
going to walk you through some of the basics here, what to expect inside of your Instantly AI account. So, a couple
things to note here. You'll have tokens up here in the top right. You can use these for finding leads. Most of you are
not going to be using this because you're going to be using my list building tools and strategies. Instantly
is a little bit expensive. You can toggle between all of the different workspaces really quickly here. So, if
you are managing clients inside of Instantly AI, they've made it really easy just to drop down and get to a
different workspace in seconds. Now, the most important tab when you first log into Instantly is going to be this email
accounts tab. Once you set it up here once, you'll probably never come back here again. So, you'll see all of these
different mailboxes set up, all configured to send, warm-up emails, and all of these mailboxes have a couple
different columns. Emails sent, warm-up emails, health score. You'll also see a couple things below them: tagging, just
so you can keep your mailboxes organized. Each one of these is a mailbox that can send cold emails, link
to cold email campaigns. Now, if you're using a setup service, they'll install these for you, but it's important for
you to go in and make sure your warm-up is configured correctly. Now, you can edit one at a time. So, I'm going to
open one of these up, and you'll see warm-up settings and the campaigns it's attached to. Let's go into settings just
to configure everything correctly. I like to have the signature here at the account level. That way, you don't have
to put it in all of the campaigns. All you have to do is insert the signature placeholder, which we'll talk about
later. You can tag each individual mailbox with where that domain is purchased, where that mailbox is set up.
This one's on Google. You can set campaign settings. Right now, I have each of these mailboxes set to send up
to 10 emails per day with a minimum wait time of 5 minutes. This is a really important feature that everybody needs
to activate. This is campaign slow ramp. Honestly, it should be on by default. This will progressively increase the
number of cold emails a mailbox sends until it hits that limit. Daily inbox placement tests, that's how many times
it does a placement test per mailbox per day. Highly recommend using that. Your custom tracking domain, which we already
talked about. And finally, your warm-up settings. So, my recommendation for warm-up settings here is increase at one
per day until you reach the number that you have set here. So, if this is 25 or 30, then you should increase until you
hit 25 or 30 per day. And you leave this warm-up on indefinitely. I do something a little bit contrarian at the reply
rate. You'll see that the suggested says 30. I actually use a really high reply rate. So, this is something you can try.
Honestly, you can use 30, you can use 95. It all works. I then activate pretty much all of the warm-up advanced
settings. You do need to be on the $97 per month plan to activate these advanced settings. Now, one of the great
things about Instantly is their ability to bulk update mailboxes. So, I just selected all 890. I can come into
bulkedit settings. As you can see, they're all blank because it's going to edit this field for all of them. So, if
I only want to edit the campaign settings and bring that bring them all to like 15, I could just do that. Hit
save and it'll all go to 15. makes it really easy to bulkedit stuff. Now, once all of your mailboxes are in here and
warming, want to select them all, make sure that warm-up is enabled, you also want to make sure that the warm-up
emails are going up and that the health score is 100%. This health score is not a perfect metric. Uh, in fact, I
wouldn't count on it at all, especially because we have inbox placement now. This is a much better metric and tell of
how a mailbox is actually performing. So, the health score is fine at a glance, but you should really be using
the inbox placement tests. And this column on the left is how many actual cold emails it's sending in your real
campaigns, not your warm-up emails. Now, one thing you should absolutely do once you get set up in here is click test
domain setup. It's a secret button that will tell you if all of your records are set up correctly. Make sure that you do
this before you activate any of these mailboxes. And if anything's wrong, it'll show up in red with the thing
that's wrong so that you can go fix it. Okay, that's mailboxes. Let's go to the next most important tab, and that is
campaigns. This is where you keep all of your different sequences. Now, the way that I recommend segmenting your
instantly is each of these campaigns should be either different offers or different audiences. That way, you can
test, okay, we're going to try marketing agencies here and doctors here and lawyers here. That way, you can use the
same copy and see what industry responds better. Each of these campaigns has a lead list attached to it, which is why
that structure makes sense because think of each of these as different sequences with different lead lists. And you can
get away with just having one campaign. You can ignore mine. I I do a lot of testing in here, but you don't need a
zillion campaigns. You can have one, you can have three. They can be the same sequences in each campaign, all with
different lead lists. All right, so let's go into one of these campaigns so that you can see the structure. I'm
going to click add new. You can title the campaign and then it's going to take you just into one of these. And this is
what a campaign looks like once it's developed and active. First page is the analytics. So you can see how that
campaign is performing. This is a newer one. So I'm going to go last four weeks. You can toggle some of the metrics that
are on these analytics. So for example, I don't track open rates because I don't use tracking links and I don't track
click rate because I don't use tracking links. So I can disable those and just pick the metrics that actually matter.
And this is especially helpful if you're managing clients because now you can just hit share and give them a report.
And if you scroll down, you can actually see the steps. So this is email one, email two, email three, and you'll see
ABCDE. These are different split test variations that I've created and tested. Some of these are off because we found
what the top performing campaign was. Next is leads. So the first thing that you're going to do when you launch a new
campaign is upload your lead list. And don't get ahead of yourself. We'll talk about building a lead list in a further
chapter, but you're going to add leads here. Typically through CSV upload. Super search is their lead finder. Can
also upload through Google Sheets. Typically, I'll just do a CSV upload. Now, another cool hidden feature inside
of Instantly is this little blue brain. Anytime you see something blue and cool looking, it's probably an AI feature.
So, Instantly lets you run these AI prompts. And as you can see, a lot of the top template hub ones are from me.
Or maybe just this one. Find competitor. You can use other people's AI prompts to enrich your list. So, it'll go through
your specific lead and it'll add a column with an AI personalization. All you have to do is connect your OpenAI
account here and then select a template. You can also create some of your own templates here. As you can see, we've
done quite a bit of that oursel. All right. So, you'll upload your lead list and then you'll develop your sequences.
Your sequences are the emails that those people are receiving. We're going to talk extensively about the right
structure for a sequence and what to write. Now is not the time. Just know that this is where that sequence is
housed. The schedule, when do we want these emails to send? This one's just set for weekdays, kind of business
hours. And then options. I want to spend a little bit of time here because there's a lot of customization
available. And it's important for you to know what's worth activating and what's not. So, accounts to use. What I do in
pretty much all of my workspaces is I just enable every email account across every campaign. and it instantly does a
good job cycling through those inboxes and just using the ones that still have sending capability. And that way you
don't have to track. Okay, these 10 mailboxes are here. Those 10 mailboxes are there. Just all the mailboxes are
everywhere. And you can add them just with tags like this. Okay, so some of the features that you should consider
activating. Stop sending emails on reply, enable, open tracking, disable, delivery optimization. So instantly
really does try and stay ahead of the deliverability curve. Send emails as text only. No HTML. This prevents you
from using any tracking links. And I highly recommend that you do use this. Send first email as text only. So this
enables you to actually have the first email in your sequence. Use text only and then the second one using links or
images. I don't use those personally in my campaigns, but if you do plan on using a YouTube link, maybe in the
second email or an image in the third email, then you might want to consider enabling this daily limit. Honestly, I
don't even worry about it. I just crank it way up and I set my limits at the mailbox level, not the campaign level.
Now, let's open up all of these campaign options. The CRM owner, so who's going to own the lead in the uni box once
somebody replies? Who's going to get the notification? You can designate that here and they're going to be in charge
of those leads. You can tag your campaigns. So, you can tag them by industry, by offer, just to help you
keep organized. I actually don't use campaign tags. Sending pattern. You can set the time gap between emails at
either the campaign level or the mailbox level. And I do this as you saw earlier at the mailbox level. You can set
maximum new leads per day. So if for example a campaign is just crushing it and you can't keep up, you can set a
limit here. Good problems to have. Prioritize new leads. So who is prioritize new leads relevant for? This
is actually going to prioritize more email ones. So reaching out to more people, not reaching out to somebody
more times. So if you have a large total addressable market, you have a lot of people that could be your clients. For
example, my PR agency and my lead genen service, we can do that service for just about any company. So there's millions
of people that I can reach out to. I might want to consider prioritizing new leads over follow-ups. I leave this off,
but if your goal is to hit as many people as possible, that is an option for you. If you're somebody who knows
you're not going to be in here checking your tests and choosing winners, Instant AI has a feature. You can set the
winning variation based on one of these metrics. Now, if you're following my advice, you already know which of these
metrics are usable. Which one is it? That's right, reply rate. And the reason for that is click rate and open rate
both require tracking links, which we do not use. We don't track clicks. We don't track opens. So, if we wanted to, we can
choose the winning metric based on reply rate. I don't use that because there's actually a better metric that you can
use to choose winners and that's positive reply rate. How many opportunities that variation is actually
generating. One variation might get 10% reply rate which is crazy. That's huge. But what if all of those replies are
negative whereas one variation is getting a 5% reply rate but they're all positive. This would choose the wrong
winner. Provider matching we already talked about. I leave that off and I'm using mostly Google mailboxes. There's
some other helpful stuff here too. company reply stop. So, if you're emailing multiple people at the same
company, do you want to stop emailing other people at the company if one replies? That's not a bad idea.
Typically, we're only emailing decision makers, so we don't bother turning that on. Stop on auto reply. This is
something you can choose to or not to enable. Uh we don't do not enable that. Insert unsubscribe link header. What do
you think? Do you think we enable that or disable that? That's right. No links, no unsubscribe links. So, we leave that
off. Now, I kind of mentioned some of these deliverability features earlier, and this is a good example of that.
Allow risky emails. So, Instantly will automatically identify people as risky using bounce protect. They have known
risky database, and they cross reference your leads against that database to tell you whether or not it's safe to send an
email to that person. And it'll skip them if they're matched in that database. You want that to happen. So,
you want to leave these unchecked and let instantly do their thing. That's it. The rest is blank. And that's how you
configure some of these options. Moving on to the final tab, subsequences. This is a a nifty feature if you want to
automate the responses again. So you can create a subsequence. I'm going to call this test. That basically adds the lead
to the subsequence if it detects that they're interested or if they reply using a keyword like pricing. It'll then
put them into the subsequence where you can send them follow-up emails. So this is a way to automate your replies in a
really beginnerfriendly controlled fashion. So if you're just getting started, you want to start automating
your replies. My recommendation would be to use a trigger word. So for example, in the sequence, you can say reply media
coverage. And if they say that in the reply, the subsequence will detect that and then send them whatever follow-up
email that you would normally have planned for them. Okay, moving on. The unib. We're going to talk about managing
replies in here. You should just know a few things. Instantly uses AI to automatically categorize people as
interested, not interested, out of office, and it's fairly accurate. So if you come to your status, you really want
to focus on your interested leads, but you should also know that their unib is not perfect. Sometimes it misfires and
gets things wrong. So for that reason, if it does misfire, you can just change their tag status here. Instantly also
captures any other emails coming in to the mailboxes that are connected. So if you're using that mailbox somewhere else
or someone on your team is using it, it'll actually catch all of the incoming mail. And if you've deleted a lead from
a campaign, maybe to make some space, save some money, and that lead responds months later even though they're not in
your system anymore because you've deleted them, it'll still catch their interested email in the others tab.
Okay, I'm not going to spend too much time here since it's relatively self-explanatory. The most important
thing is that you're responding quickly, speed to lead, and that you understand how to use these macros and develop
macros. You can just hit the pound key and give them whatever macro fits their reply. And then instantly we'll actually
learn which reply you're using in response to certain emails and it'll start suggesting the right macro and
then you can turn on an experimental feature that I'll share with you in just a second. Now, what if somebody says go
f yourself and you should never contact me again? You can really quickly get rid of somebody with these three dots.
Delete lead, add to block list. Or if somebody takes a certain action, you can really quickly move them to a
subsequence or to another campaign. So maybe you have a campaign that's follow up in 30 days. You can move that lead to
that campaign really quickly here. Okay. Analytics gives you an overview of everything going on inside of your
account. Total emails sent. You can get a quick overview of all of the campaign analytics. The same that you would get
by going into each of those campaigns like I showed you earlier. The unique thing here that I want to show you is
account analytics. So this will actually give you detailed information about each mailbox and it gives them a combined
score. So if you're testing different service providers, this is actually an important metric to look at which
mailboxes are performing the best. Now it's not a true tell of which mailbox is best because certain campaigns might be
performing better than others. And it could be due to the campaign performance, not the mailbox
performance. But either way, it's a hidden feature that's worth mentioning. Okay, next. Instantly CRM. If you've
ever used a CRM, this is going to look very familiar. You can come into an opportunities pipeline, move people
across, this helps you keep track of leads inside of your campaigns in your pipelines, and if you've got a team
trying to convert interested replies into into meetings, this is a great place to do it. It's a pretty standard
opportunity pipeline, so I won't go too detailed there. Website visitors, this will ID emails of people visiting your
website. It's okay. Uh I don't use it anymore. I actually use a different solution for this that I will talk about
later on. Inbox placement, this was a game changer for cold email. This does daily tests, real life inbox placement
tests on those mailboxes to make sure that they're inboxing. And you can set up those automations to auto rotate in
and out. To set up a new inbox placement test, you'll just hit add new. I'm just going to do test. It's pretty
self-explanatory. We want automated tests. We want to go to where we're emailing, so North America in most
cases. Accounts to test. So, you can either go through and click them one by one, or you can mass tag all your
mailboxes and then just use a tag to basically get them all in there. campaign to use. So, this is what copy
it's going to to be testing with and then again what copy to test with. Do you want to enable delivery
optimization? Yes. If you're doing it on your campaign, you should do it here as well. You want to test every day. I
recommend doing one by one and then set up those automations. I would just take a screenshot of the automations that I
have set up and then that's what you will use. So, let's open up inbox placement test so that you can take a
screenshot. Okay, here it is. This is what you're going to do. Action one. If inbox placement goes below 50%, you're
going to pause it from the sending campaign for 14 days. If the account or domain is added to any blacklist, it
will know and it'll pause for 14 days. And then finally, once an inbox placement goes above 70%, meaning it's
recovered from this, then it'll slow ramp it back into that campaign. This automates your entire email
deliverability and makes life so much easier than it used to. Okay, some honorable mentions here. Instantly
co-pilot, this is a brand new feature that they rolled out. I don't use AI at all to generate campaigns, generate lead
lists. I've tried it with other platforms. It's not quite there. It's way too nuanced. So, I would not
recommend using anything like this to generate an entire campaign or an entire lead list. It's just not there yet. But,
if you want to take it for a whirl, go in there and play with some Instantly Copilot stuff. Super Search is
Instantly's lead database. I'm sure they will continue to refine this, but it's essentially a lead database that you can
use filters and add contacts directly into the campaigns for you or use your search AI to tell it what kind of leads
that you want and have AI find them for you. Again, not recommended. What I recommend is you learn how to build good
lists, which you will learn in this video. Don't rely on AI to do that for you. All right. Finally, let's just show
you a couple of the settings that are important here. So if you are white labeling instantly and you have clients
that you want to give access to, you can set up a custom domain and a logo and then you can give clients specific
access to accounts with access to their unbox to view campaigns. So they do make it really easy for you to manage like a
cold email agency. Lots of different permissions and unlimited users. So you can add whoever you want with various
different access levels. So it makes it really easy to manage your team and have everybody work under this workspace as
well. Custom tags, lead labels, pretty self-explanatory here. You can use these to stay organized. Okay, now the fun
stuff. Default opportunity value. This is a vanity metric. I don't really respect people who come in here and say,
"Oh, look how much opportunity value I have." I'm way more concerned with how many positive opportunities than the
perceived value. So, set that opportunity value at whatever you want. I think it defaults to 500. Some things
that I think you should activate. All the AI automations automatically tag lead status and replies. This is what
tags them as interested or not interested or out of office. You definitely want to leave that on. AI
inbox manager is that experimental feature that I was telling you about earlier. Once it starts to learn which
canned responses that you're using, it'll start to suggest them first. That's the AI assisted. And then AI
inbox manager is where it fully takes over. I do not use this, but if you are somebody who wants to experiment and
trust it, just keep a close eye on it. Automatically suggest replies using OpenAI. This is the feature that I was
talking about earlier where you're in the unbox and it starts to suggest the reply. We want to keep that on. That's
helpful. This one we want to keep on as well. Now, some unbox features. This again is preference. I don't like to
show auto replies in unbox. I like mine clean. Save non-instantly emails in unbox. So, they give you a lot of
control over how you want your unbox to look. This is how I have it configured. The only thing on is saving
non-instantly emails in the Unibox. Outreach preferences. This is how you should have it configured. You want to
automatically pause campaigns with high bounce rates. that means something's wrong with your list and you want to
stop it immediately. The rest of these are a little bit more advanced and really not necessary. Send emails one at
a time. You want to configure that at the mailbox level. Reset your AB tracking usage daily. So, if you're
somebody who's doing like daily testing, this is really important. And then you want to make sure that you have these
positive reply notifications turned on, especially if you don't have any more advanced workflows set up. Now, you'll
see later I have some more advanced workflows that handle this for me, but if you're just getting started, go to
your email preferences, make sure that that's flipped on. You want to know what that looks like. Lastly, you want to
turn on V2 analytics if it's not already on by default. This is going to give you more accurate tracking data. Okay,
integrations. We're going to be talking about extensively later, how to build back-end automations, integrate this
with Zapier or N8N. They've got really good web hooks, and they've got great integrations with a lot of the platforms
that you already probably use. Block list is very important. These are people that you do not want instantly to
contact. Think your existing customers, your vendors, your competitors. You can add them to a block list. My best way is
through this Google sheet. Make a Google sheet, make it public, and then have one column of just emails that it avoids.
This block list here is the one that's coming directly from the Unibox or through API calls. But this Google sheet
is one that we manage on our end. So, a new client signs up, we add them to this block list, and now instantly knows not
to reach out to them. They also have these AI block list triggers. So you can add unsubscribes to block list. If
they're marked as unsubscribe, it can add them to block list or it looks for certain words. Maybe someone's saying go
f yourself. It can look for those trigger words and automatically add somebody to that block list for you. And
lastly, advanced deliverability. I like to keep these on. Why not use instantly's data? So if they're unlikely
to reply, you can either skip or send last. I don't trust that one as much as I trust hostile prospects. I do not want
to email hostile prospects. It's bad for team morale. They're highly likely to report me as spam. I don't do it. I skip
those. And deliverability optimization. Disable open tracking across the board. I can enable this. It's not going to
make any difference in my campaigns because I already do this at the campaign level. Okay. So, that is a
brief overview of Instantly AI. Again, if you want a more detailed walkthrough, you can watch this video. It's over an
hour long and will tell you everything that you need to know. Now, also good info. If you decide not to use Instate
AI and you're using Smart Lead or Reach Inbox, you'll notice that a lot of this looks exactly the same, plus or minus a
couple of features, but those features can be really important when it comes to scaling your cold email system. Even
this inbox placement tool in itself, without this, I'd have to do this in an outside tool like email guard, and it
really complicates my ability to scale these cold email systems. There's one subskll of email marketing that I would
argue is the most valuable skill that you can learn if you want to make seven figures. Now, this skill solves a
problem that some of my most savage entrepreneur friends still constantly deal with, and it costs them millions of
dollars if that problem doesn't get fixed. And the craziest thing is that it's still a total blue ocean. There's
literally no competition. So, what is that mysterious skill? Well, if you want to get rich in email marketing, you
should specialize in email deliverability. And in this module, I'm going to take you from a deliver a baby,
get it, to an expert that can actually start charging my friends to fix their spam problems. So, let's get into it.
So, today we're talking about the perfect cold email deliverability. How to reach the inbox every time. And it's
actually really easy. So, first, let's chat about some of the main factors that affect email deliverability. There's the
domain configuration. This is how your DNS is set up, all the records that we talked about earlier. the age of your
domain. The magic number is 30 days to actually start sending emails from that domain. But an older domain is a safer
domain. If you have domains that are a year, 2 years, 3 years old, that age actually counts towards the reputation.
And then the domain reputation itself is a massive factor. And that domain reputation is affected by a lot of
different variables, but especially people reporting you as spam. The mailbox IP reputation, this is the email
service provider like we talked about earlier. What server are those emails sending from? That has a reputation as
well. And so does the mailbox. So maybe you have a domain with five mailboxes, but one of those mailboxes keeps getting
reported as spam. It's going to affect the domain, sure, but it's going to affect that mailbox a lot more. Then
there's also blacklists. We have domain blacklists and IP address blacklists. And this is actually separate from
reputation. The blacklists obviously play a part in reputation, but the way that you end up on a blacklist is
actually a little bit different. and we're going to be talking about that. Other major factors for deliverability
is copy. All these email service providers are screening all of the emails that are coming in and reading
them. So there's certain words and phrases and code that it's looking for that affects whether or not that email
makes it to the inbox. And as mentioned, the objects like links, images, videos all play an important role. And it's an
important differentiator to know what links can you send, what sort of images are safe. And one of the reasons this is
such a high value skill and nobody is really good at this is because it's complicated. There's a lot of factors at
play. All of these different factors are reasons that an email might go to spam. So, it's up to you as the cold email
expert to figure out what that reason is and how to solve it. And that's what we're going to be talking about here
today. All right. Now, let's assume that so far you followed my recommendations when building out your cold email
system. Now, if you followed my recommendations, there's some things that you don't have to worry about
anymore. For example, whether your domain DNS records are set up correctly or not. You've got the DKIM, you've got
the Demark, we've already taken care of that. We've set up your mailbox using a trustworthy provider, typically Google.
Now, what are some of the things that are in your control? The main one by far is spam complaints. Nothing is going to
kill your mailbox or your domain faster than getting reported as spam. It massively damages your reputation, and
it can be really hard to come back from that. Now, if you're sending cold emails, in a lot of cases, even if
you're sending warm emails to your opt-in list, you're going to get spam reports. This is why good warm-up is so
important. So, think about warm-up as your way to counteract the number of times you're reported as spam. Say you
send 100 emails, cold emails, and one of every 100 reports you have spam. That's a 1% spam rate. That's actually not
good. Now, let's say you add warm-up, and now you're sending 200 emails, and 100 are cold and 100 are warm-up emails.
and that same one person reports you have spam, now you have a 0.05% spam rate, which is half. This is going
to be much better for your reputation. So, warm-up counteracts spam. But remember, it has to be good warm-up, and
more is not always better. The email service providers aren't dumb, and they've got a lot of technology in place
to detect whether you're using automated warm-up solutions. That's why highquality warm-up is so important, and
a good warm-up pool is important. that mailbox that's in the warm-up pool is super important because if it's low
reputation mailboxes that are in the warm-up pools, it can actually do more damage than good. The next thing you can
control is your cold email copy. You want to use lots of spin tax. I'm going to show you what that is in the
copywriting phase, but essentially spin tax make sure that you're not sending the same exact copy and phrases over and
over again because those can get picked up by the email service providers and cause deliverability issues. Lastly, the
domain age. Don't jump the gun. Wait for those domains to reach at least 30 days before you start sending cold emails. I
actually like to wait up to 60 days in some cases. So if you buy a bunch of domains now, even if you don't plan on
sending cold emails, you can sit on them. You can create the mailboxes and you can start warming them and start
building reputation with good high quality warm-up. All right, so let's break down email warm-up. What is it?
Well, email warm-up is essentially you sign your mailbox up to a pool of other mailboxes and those mailboxes exchange
emails with one another. And during that email exchange, those mailboxes are taking emails out of spam. They're
marking them as important. They're reading them. They're replying to parts of them. All to make it seem like a
human is doing it. And the mailbox is sending good emails. And there's a lot of important factors to determine the
quality of that email warm-up. For example, what is the copy that's being sent in the email warm-up? If it's
similar to your copy, that's great because it's not just warming up your domain and your mailbox. It's actually
training the ESPs that this is what your domain and mailbox talks about in the cold emails and that those are valuable
emails because they're being marked as important versus a lowquality warm-up pool is just going to send generic copy
in the warm-up and then you start sending cold emails and you're trying to sell, you know, web design services. And
the ESPs aren't stupid. They're like, "Okay, those are the warm-ups. This is the real thing. That's the spam." So,
let's actually open up a really highquality warm-up tool. This is actually not one that I recommend for
cold email. So, this is a warm-up tool called warmmy.io. I actually only use this for our primary domain. That's a
little bit too expensive to use for cold email and instantly does a good enough job for cold email domains. But your
primary domain is also your sacred domain. And that's why it's plugged up here in warm. And this is why I wanted
to show you kind of how it works. Every day it's sending about a,000 emails from this domain. And if some of them go to
spam, as they do here, warm me warm-up pool actually removes them from spam and marks them as important. So, one of the
reasons I wanted to show you this tool is what makes it such a high quality warm-up. I'm kind of giving an overkill
here. You should use this for your primary domain. I've got additional videos walking you through the setup of
this tool. You don't need to use this for your cold email setup, but I'm walking you through warm-up just to make
you an expert. The warm-up topic, you can actually select what your emails are about. That way, the warm-up topic is
the same as the topic that you're actually sending cold emails about. The other thing I wanted to show you is
warm-up preferences. So, it actually lets you control what types of mailboxes that you're sending emails to. So, us at
Otter Public Relations, we're primarily sending, in fact, I'm going to change this now and walk you through my thought
process. We were struggling to reach Outlook for a little while. That's why it was focusing almost entirely on
Outlook, about 50%, but you can choose which email providers you want to warm up cuz each of these ESPs has their own
rules and reputation for your mailbox, for your domain. That way, if you want to improve your reputation specifically
with Microsoft 365, you can just focus all your firepower on that specific mailbox. And I want to show you this
result just to say that, you know, we're human, too. Now, this isn't a cold emailbox. This is actually plugged into
our CRM uh from GoHigh Lee, our our main CRM. That's why we're we're warming it like this at these volumes. But coming
down to these results, it's really important to know where you're inboxing. So, this test was done on June 18th. And
I want to show you what a reall life inbox test looks like. I'm going to go ahead and run the test now just so you
can see a new one. And what it's actually going to do, I'm going to select all. Got a template already
selected. This is the copy that it's going to use. Right now, it's actually sending emails to probably close to a
100 different email addresses that they control to see what the actual destination of our email is. It's one
thing to give you a health score or to look up here and say, "Oh, you know what? All of these went into the inbox.
These are warm-up pool emails. It's not showing you what's really happening in real life. This is actually a much
better tell. It's emailing these recipient inboxes and seeing what actually happens. And as you can see,
it's reading the results in real time. Now, I'm going to show you a free way to do this because it's a really important
practice. And you should do this for your primary mailbox, too. I'll actually do one from my primary mailbox,
jleadenj.com. And this isn't good. See, I'm already seeing G Suite at 0%. that likely went
to the promotions tab for the email topic that we used. Which actually brings me to a good point. What is this
promotions tab? Is this important? Obviously, landing in spam isn't great, but what if you're landing in promotions
instead of spam? In a lot of these cases, you may as well be in spam if you're in promotions. Typically, when
you're ending up in the promotions tab, let's just open up a Gmail account quickly so I can show you what that
looks like. So, in most email providers, especially Google, uh you're going to see all these categories here on the
left. Social, updates, forums, promotions. This is that promotions tab and you really want to do whatever you
can to stay out of it and actually see some of my notifications going into the promotions tab. So, what do you
typically do about ending up in promotions? Well, it's actually usually a copy issue. So, it's probably f
flagging some sort of word or phrase that puts you into that promotions tab. So, what you want to do is adjust your
copy and test your copy and then do these placement tests until you get out of that promotions tab. So, when we're
writing copy, especially for our CRM and our sequences, we do these deliverability tests on the copy to make
sure that it's inboxing and not in the promotions tab. So, on this deliverability test, it looks like we're
inboxing almost 100% except Yahoo, which I don't really care about too much. Most of my clients, especially the good ones,
are not using Yahoo mailboxes. But, I'm a little concerned about the promotions tab here. But, this is likely due to the
email content that we sent, which is just in this in this template. So, I'm not too concerned there. Now, if you
guys do want to use Wormy for your primary domain or you want to go in there and play around, I do have a 50%
off discount, I believe, to Wormy. Again, this video is not sponsored. I actually love this tool. Yes, you can
get 50% off. And if you want access to this list, just head to leadenj.com/tools
and it's all going to be linked down below. All right, so back to email warm-up. Do you really need to use warm
for your cold email mailboxes? The answer is no. Instantly AI offers free unlimited warming. So, let's go ahead
and open up instantly and show you what that looks like. Remember, you're going to come to your email accounts and
you're going to see a health score. You're going to make sure this little fire emoji is on. This means that
warm-up is on. Now, if I was to have all of these mailboxes inside of warmmy.io, granted, they do give bulk discounts,
but having it all in one place really just makes cold email so so much easier. And their warm-up is good, and I've
never had any issues with it. We're not doing high volume warm-up, and all of these mailboxes are relatively
disposable. So, let's talk a little bit about the warm-up settings. So, I'm going to open one of these up. Come into
settings, scroll all the way down, and now we're going to see how I configure the warm-up. And I kind of talked a
little bit about this earlier, but it's important to understand what's going on. You can ignore this warm-up filter tag
that's used if you want to create email filters and get them out of your inbox. That instantly does that automatically
for you in the unib so you don't have to worry about it. This is mostly important for email forwarding, which we already
said we're not going to do. So, what you're going to do is you're in going to increase by 1 to two per day until you
reach the same number of warm-up emails as your daily campaign limit. So, if each of these are set to 10, you want to
warm up to 10. You're going to set your reply rate anywhere from 30 to 100. I've experimented all around that range. It
all works. In the advanced settings, I like to activate all of these weekends only, red emulation, warm custom
tracking domain. All these features are meant to emulate human behavior, which is really important when it comes to
warm-up. Now, you might notice a difference here from what I showed you in Wormy with the ability to control the
copy of that warm-up and the targeting of that warm-up, what ESPs that it's focused on, and then what the subject of
those emails are. And yes, that's a little bit of a sacrifice. And honestly, yeah, there's no way around it. I'm not
sure the content that instantly really sends or how they determine that, but it is up to them to make sure that their
warm-up works. And I'm telling you that it does because I use it myself. And the reason this all makes cold email so easy
is because of inbox placement. So, not only is it warming up my mailboxes for me automatically, but every day it's
doing one of these live tests for me on every single mailbox. And you can see from this, we're getting almost 100%
deliverability. We got a little bit of a drop here with Microsoft. And the other important thing that you can see here is
this actually went up almost 20% recently. So, what can happen, especially with reputation damage and
blacklists, is they're temporary, and you can work your way off of them. There's a protocol to fix it, and we're
going to talk a little bit about that protocol, and it doesn't change much depending on what the issue is. Okay, so
last note here, leave warm-up always on. Remember, this is your defense against spam reports. If you're getting high
spam reports, you need those warm-up emails to lower your overall spam rate. This kind of reiterates what we just
talked about. Instantly is the best for free unlimited warm-up. It works great. As you can see, our deliverability is
excellent. But if you're focused on warm-up for a single sacred domain, I do recommend Wormy. Bad warm-up can kill
your mailboxes. So, if you try and choose a budget friendly option for unlimited email warm-up or even to warm
up your primary domain, it can actually hurt your mailboxes. If these ESPs find out that you're using automated warm-up,
it can really hurt your mailboxes. or if the warm-up pool has low reputation mailboxes and domains, it can actually
do a lot of damage. All right, let's briefly talk about all of the things that could go wrong to prevent your
email from landing in the inbox and instead landing in spam. There's a lot of factors affecting deliverability and
we're going to go top to bottom from the most common simple issues that's probably affecting your deliverability
to some of the the more uncommon strange things to expect. What are some of these issues? Well, the first thing you're
going to want to do is check your domain configuration. You're going to use a tool like MX Toolbox or Easydmark to do
a domain scan and look at your DNS records. This is one of the most common issues that is easy to fix. If your
emails are going to spam, you're going to make sure that your demark is valid, your DKIM is there, your SPF record is
there, and if you don't have them, you can use a tool like easy demark to generate them really quickly and get
those fixed. If you do notice that this is a problem, turn off all your cold email campaigns. you're just going to
make the problem worse. Now, if this is the issue, great. That's an easy fix. Go and address that right away so that we
can start sending cold emails again and move on. If this looks good, the next thing you're going to want to do is a
blacklist check. So, one of the things that email service providers look at when an email is coming in is, is that
IP address or domain on a blacklist? Now, if you followed my instructions and you're using Google as your ESP to
generate mailboxes, you're using Google IPs, you don't really have to worry so much about IP blacklists, but I do want
you to worry about domain block blacklists. So, you're going to check your domain blacklist. And you can do
this on any deliverability tool like MX Toolbox, Easydmark, the links are going to be in the resources. Check if you're
on any domain blacklists. If you are, they typically only last for about 30 days. You should stop all cold email
campaigns right away and just warm up those mailboxes for 30 days. And you should come off of that blacklist and
just make sure that you don't restart the cold email campaigns until it's off. And by the way, if this happens to your
primary domain, reach out to our team. We might be able to get you off of a blacklist faster. But usually, we're
talking about cold email here and all you have to do is turn it off and wait. I should also mention the way that you
end up on these blacklists is is probably not what you think. I used to think that you ended up on a blacklist
because you got flagged as spam too many times. Well, the reality is getting marked as spam decreases your reputation
quite a bit and can end you on a blacklist. But all of these blacklists are actually companies. And there's a
lot of these different companies that you'll see if you do a blacklist check. And these are companies and they
actually put like landmines out there into the email space. These landmines aren't actual humans. They're actually
spam traps. They're mailboxes that were designed to catch bad cold emailers and add them to these blacklists. So, if you
do end up on one of these, you should have a good look at your data source and where you're getting that information
from. But, like I said, this typically lasts 30 days and IP address blacklist you probably don't need to worry about
as much. If you're not on any blacklists and your DNS records are sound and you're using Google, so you're using
good IP addresses, then it probably is going to come down to a couple of things that are not as much in your control and
not as clear. These things are domain age. Domain age, how long has it been since you bought and started using that
domain? It's a really important factor, especially for Microsoft. And the only way to get around that is to use older
domains or wait a little bit longer before sending cold emails. But no one is going to tell you that your email got
rejected because your domain wasn't old enough. That's information that is only available on like their backends and
it's nothing that we can test and there's no tool that's going to tell us this is the problem. Unfortunately, the
other likely culprit is going to be the copy, what you're actually sending in that cold email. And this we do have
tools that are going to help assess whether the copy is an issue. Some common issues with copy that people make
are they're using too much code. So, if you're doing open tracking, if you're including links, if you're including
links that have low reputation themselves, so maybe you're using a brand new website that you just built
and you're sending people a link to that website. That website doesn't have any reputation. So, the ESPs are going to
see that and are going to be more likely to reject it. There's also a long list of words and phrases that we do not like
to use in cold email. Now, you're learning here about a lot of tools that you can use to check that copy to make
sure that it doesn't have any of those words and phrases, but you need to make sure of that before you send your cold
emails because if it does, that's probably why you're landing in spam. One other trick to get through with copy is
shorter copy tends to to get through a little bit better. Remember, you don't want to use unsubscribe links. You don't
want to use opt- out language. That's going to negatively affect your deliverability. And really, the only way
to tell if it's copy is to do a real life deliverability test. Don't just trust instantly. You need to go into a
tool like Glock Apps and see how that actually delivers and then change the copy and try it again. If it works, you
can pretty much be be certain that it was the copy that caused it. The last and final piece that I've mentioned a
few times is the reputation. Google, Microsoft, they all attribute a reputation to your mailboxes, to your
domains, and based on that reputation, they decide what to do with incoming mail. So the only thing that you can do
to increase that reputation is good warm up. So attach all of those mailboxes in instantly and warm them up. And if this
is your primary domain, you should be doing the highest quality warm-up possible. And that's through a tool like
wormy.io. Now there are some tools to monitor reputation. Specifically in Google Postmaster, you can monitor
domain reputation pretty accurately, but most people likely don't connect all of their cold email domains to a tool like
Postmaster. So, you're just going to have to trust based on these deliverability tests, okay? It's not my
copy, it's not my domain age, it's probably my reputation. So, if deliverability drops, the only thing
that you can do is increase your domain and mailbox reputation by slowing down the number of cold emails you're sending
and ramping up the number of warm-up emails that you're sending. Now, the reality is if you send bad cold emails,
you're not good at this. you're emailing people that aren't a good fit for your offer, that are going to be likely to
report you as spam because that's what people do when they get an irrelevant email, then you're going to have a hard
time managing your email reputation. So, the better you get at cold email, the better you get at hyperargeting the
right person to send emails to and using copy that's not going to go to spam and using copy that's not going to get
reported as spam and decrease your reputation. The other thing that affects your reputation in addition to getting
reported as spam are bounces. So, let's talk about bounces for a second. If an email bounces back, it's going to
negatively affect your reputation. And there it can bounce back for a few reasons. It's a ball, it goes, it hits a
wall, comes back. And there's a couple things that can cause this. And it's not just having an invalid email. It's a
common misconception. You can clean your list in million verifier, get a whole list of good emails, send the emails to
those good good email addresses that you got and they could still end up bouncing. Why does that happen? Well, it
just means that that email is being rejected by the email service provider. It's not even sending it to spam. It's
just bouncing it back. Now, a couple innocent reasons that aren't going to affect your reputation. Maybe that
person's mailbox is full. If that happens, the reason behind the bounce takes into account because remember this
person, say they're using Google as their ESP. Google's the one who applies that reputation. So if they bounce that
email back because the mailbox is full, you're fine. But if they bounce that email back because you used copy that
they've associated with a spammer or because you're on certain blacklists, those bounces do have an effect. So
important to remember here, email bounces, it's not just because the email's invalid. There's other reasons
that could cause an email to bounce. However, one of the most common reasons for an email bouncing back is email
validity. So, you might clean a list 3 months ago and have all the good emails, put them into Instantly AI, and then 2
and 1/2 months go by and 20 of those people have now changed jobs. So, those emails that were valid are no longer bad
and you have no way of knowing that. All of those emails are going to bounce back and they're going to penalize you and
they're going to decrease your reputation. That's why I don't typically recommend pulling these huge batches of
email lists or buying email lists that maybe were once valid but maybe aren't now and putting them into your instantly
AI and then just letting it run. You want to have recent up-to-date valid emails. And if you the bigger you open
that time frame, 3 months to 6 months, the more of a chance you're going to have at those emails that were once good
no longer being good. That's also the reason that you really want to avoid sending emails to catch alls, riskies,
and unknowns unless you use a tool to verify those catch-alls, riskies, and unknowns and make sure that they're
good. So, those are all of the things that could go wrong and cause an email to go to spam. You're really going to
have to do these live deliverability tests to try and diagnose and fix it. And the more that you do them, the more
that you're going to understand, okay, this is where I went wrong. This is how I need to correct it. And the solution
to all of these things is essentially the same. It's increase the warming, decrease the number of cold emails that
you're doing, make sure that the configuration is right, making sure the copy is right, and waiting. And
typically within 4 to 8 weeks, the domain will be recovered, the mailboxes will be recovered, and you can start
sending cold emails again. And another funny meme, I love these Anakin Skywalker ones. I'm using cold email.
You're sure you're not going to spam, right? You're sure you're not going to spam, right? So many people make this
mistake. They launch their campaigns and they're not getting any replies and they think something's broken. They don't
know what to do about it and they just get paralysis. Now, if you don't know how to identify the problem in your cold
email machine, then it's going to be really hard to fix it and make it work. And it all starts with deliverability.
The first thing that you should do if something's not working is do a deliverability test and see what
happens. So, how do you know if your emails are going to spam? After all, we we don't track open rates. We always
leave that button unchecked because we don't want to add any code that's going to affect deliverability. So, if we
don't know the open rates, then how do we know if an email is going to spam? It used to be easy back when we could track
open rates. We would just say, oh, you know, that one's below 40%. Chances are it's in spam. Let's go investigate. Now,
we actually use reply rate as a proxy for that. And we have tools like inbox placement that makes it so easy for us.
So, I can't tell you how important it is to activate this inside of your instantly instance because this is the
real tell of whether or not your emails are going to spam. A lot of people like to live here in the health scores cuz I
can open up one of these mailboxes and I can see, oh, you know what? It's all green. None of these emails are going to
spam. Zero save from spam. But these are just warm-up emails. They're not real life results. That's way to really know
if a campaign is being affected and it's going to spam. You need to be in the inbox placement tests. This is the real
life deliverability. This is what you can live and die on. Email health score usually not accurate. Gold standard
inbox placement testing just to reiterate. And now you can fully automate the entire process. So it
happens every day without you having to think about it. Now other important thing to note here is the automations
that you can attach to these inbox placement tests. And this is why this instantly feature is so powerful. It's
not just knowing, it's actually doing something about it. Because it's one thing to find out that an email that
emails are going to spam. It's a whole other thing to stop it in its tracks before it gets worse and start the
implementation for fixing it, which we're going to talk about in a second. But this essentially breaks it down. It
monitors the inbox placement and then if it goes below 50%, which is pretty sure that emails are going to spam, then it
pauses the sending, pauses the cold email sending and just warms up for 14 days. If they're added to any blacklist,
it pauses the sending for 14 days. Honestly, this should be 30 days. I'm going to change it right now and give
you new advice. Let's make these 30 days because that's how long it typically takes to get yourself off of a
blacklist. And then when email placement goes back above 70%, it slow ramps those accounts back into the campaign. So, it
doesn't go from 0 to 50 right away. It goes 0 to 2 to 4 to 6 to 8 in a much more humanlike behavior. I'm going to go
ahead and update that. Now, this won't even matter for me because we're inboxing almost 100%. Now, if you're not
using Instantly and you still want to set up deliverability testing and do inbox placement, then there's a couple
of alternatives and honorable mentions that I want to throw in here. You can get email guard and connect your
domains, connect your email accounts, and you can actually set up inbox placement right here inside of email
guard. And they're pretty good placement tests. uh it's probably the cheapest alternative if you want to do a lot of
placement tests. And here's what the results look like. They're just okay. It doesn't give us too much information
here. The one that I really want to show you is the one that I use when I'm consulting people on email
deliverability and that is Glock apps. Okay, so now we're inside of Glock apps and it actually gives you two free spam
tests per month on their free plan. So you can actually log in and do this right now and it's the highest quality
inbox placement test that I've seen yet. Now, Warm Me is pretty good. I can actually go into the results pretty
in-depth. So, I can click into each of these and see specifically what's happening. I can see IP blacklists. But,
let's go and do one real life in Glock apps and actually evaluate the results. So, I'm going to start a spam test.
Let's do a manual test. Uh, I only want to send to North America. I don't really care about the
other ones. We're going to go ahead and create. Now, you'll see that it gives me an ID and a giant list of mailboxes. So,
this is the mailbox that I'm going to be sending to. So, let's go ahead and send this email. I'm going to do it from my
primary mailbox. So, let's go ahead and initiate that new message here. We're going to copy all of these mailboxes
for the two. And then I want this ID string. This is what it's going to read when it does the
test. Subject line test cold email services ID string. Cool. And it's got my signature in there. there. So, we're
going to go ahead and send to those mailboxes. Now, there's probably like a 15-second delay, so it's not going to
show up right away, but let's go ahead and view the report. It's going to take a while to start populating. As you can
see, 100% missing, and then it's going to start showing me some results. Now, this is really important, interpreting
these test results because a lot of people will look at this and be like, you know, I still don't know what's
wrong. Some of this stuff is more important than other stuff, and it's important to know what's what. Now, as
this processes, I actually did this on purpose. So, I wanted to show you something. So, as you can see, 44% in
spam, inbox, 51%. If it was all perfect, I wouldn't be really be able to teach you. So, I kind of kneecap myself on
purpose. First thing is you want to look at the IP analytics. This is kind of bringing it all home, right? Cuz we were
just talking about servers and IPs. Right now, I'm sending from Google. These are all Google IP addresses. If
any of these are on a block list, that's Google's responsibility. And I'm actually not too concerned with any of
these IPs being on a block list because chances are it's just going to be switched out and actually doesn't carry
very much weight. If either of these things are incorrect, then you probably have an infrastructure problem. Let's
talk about domain block lists. These are actually a lot more important. And if you're on a domain block list,
especially some of the main ones, you're going to have issues. So, one of one really quick thing that you can do to
check if you're on a domain block list, go to MX Toolbox. They've got a lot of really good tools for quickly checking
email deliverability. So, let's go to blacklist and I'm going to type in my main domain lead genenj.com and it's
going to blacklist check across all of the major email blacklists. Now, some of these are worse than others. So, even if
you're on some of these block lists, it doesn't mean that you're going to end up in spam, but some of them like spamhos
or serbble can actually really really hurt you. Sorbs is another big one. So, if you're on any of these block lists,
it's probably the cause for you going to spam. There's a lot of other stuff that you can do here in MX Toolbox as well.
But let's go back to the report. I'm not on any domain block lists. Awesome. This is going to check my DKIM and my demark
record. We talked about that earlier. This is kind of what I did to myself and why the emails are going to spam. This
is why these deliverability tests are so important because you really need to figure out why you're going to spam.
What's going on? And if I was just looking at the deliverability test here, I really wouldn't know. I don't get any
insights into, you know, why it didn't go through to Google. Whereas in this, I get a lot of insights. There's a lot of
things that could be going wrong. So, what happened here? The reason that I went mostly to spam for Google is Google
detected spam in the keywords. I said cold email service and that's all I said. So, Google actually marked that
their ESP read the incoming email and marked it as spam and this told me that. So, that's one really important thing to
look at, especially if you're testing copy. do it here. This is one of the best places to do it. And then Spam
Assassin. So, what is this? Well, you'll actually get access to these results directly in instantly if you want. You
can come into campaigns, launch one of your campaigns, open up one of the emails, and then you can click on
preview. And now I can actually check the deliverability score. And this is mostly just using Spam Assassin. So, as
you can see, the data that you see here with all these pluses and minuses, it's just checking that different elements of
the email are correct. And this is really important data, but it does not tell you if the email is going to place
in the inbox or not. It's just one factor of many of these factors. Now, obviously, you want a good spam assassin
score. And if you've got an issue here, it's probably either technical infrastructure or you're doing something
in the content of your email that they don't like. So, now let's actually open up these deliverability placements and
see what happens. Now, what you notice here is just Google went all to spam. Everything else was 100%. And the reason
for that is Google said the copy was spam. It read the copy. Everything else was perfect. No blacklists other than
that IP blacklist, which I'm not really concerned about. And if I come in here, I'll see Google, same thing. Spam and
Outlook, some of this spam as well. Now, what does that mean? How can I interpret that? Well, it's likely the same thing
as Google. Now, we don't have spam filter data on Microsoft here, but it's very likely that it was the copy that
sent those emails to spam. So, if you're in spam and you really want to figure out why and what happened, this is how
you figure out why. You do a real life deliverability test and you can figure out is it your copy and content? Are you
on some sort of blacklist? Do you have a really low reputation somewhere? All these are really important factors. Now,
Glock apps does give you some action steps as well. Uh, it's, you know, AI generated, so it's not that helpful. The
truth is once you know the cause of it, the solutions are typically pretty easy. Here we can see the cause is the content
of that email. So what do we do? We change the content of the email and the problem resolves itself. Now say this
wasn't spam and everything else looked pretty good. You're on a couple IP block lists uh and you're on a couple domain
block lists. What do you do? How would you fix a situation like that? So just kind of catching up and reiterating
here. Interpreting the inbox placement tests. Domain blacklists are bad. Some are worse than others. Now, if you're on
a domain block list that you haven't heard about yet or that I didn't mention, go ahead and put in an AI and
check how bad it is. But chances are, if you're on a domain block list and you're ending up in spam, that's probably the
cause. IP blacklists are usually normal, especially if you're using something like Google or Microsoft. They have so
many IP addresses and they're in charge of making sure that your IPs are clean. So, if you're using one of those
services, I wouldn't be too concerned about it unless you're on a ton of them. However, if you're using one of the SMTP
services like an inframail and you're on an IP blacklist, that could spell doomsday for you. It's also really
important to dig in to where you're delivering to. So, we were just in this tool and I came into US business. Say
I'm saying sending B2B cold emails and I'm inboxing 100% to Google and to Microsoft. But let's say you're inboxing
0% to Zoho and Proton Mail and you get your inbox placement test results and you maybe you didn't dig in here yet and
you see 20% spam. Is that really bad? Is that a huge issue? Not really. That's maybe 5% of the people you're going to
be emailing. So, I wouldn't change anything. I wouldn't be too concerned with that. However, if you're inboxing
100% everywhere else, but 0% on Google like this, this is that's a huge issue. So even if you're seeing 80% inbox
placement and 20% spam, if that 20% is Google Workspace, you're in big trouble and you need to go and fix that. So
that's why it's really important to dig into these reports cuz the nuance matters a lot. And if a test is normal,
you're not on any blacklists. It's probably your copy. Okay, so how do you fix it? Your emails are going to spam.
Maybe you're on a block list and you need to get off that blacklist and get your emails going to the inbox again. No
matter what the cause is, as long as it's not your copy, the treatment for this problem is the same. You're going
to remove the mailboxes from the cold email campaigns for 2 to 4 weeks, usually 4 weeks, because that's how long
it can take to get off of a block list. By the way, you're going to do this with every mailbox that's set up on the
domain that's ending up in spam. Remove that whole domain from your cold email campaigns, and you're going to warm all
of those mailboxes up exclusively. No cold emails, just warming. I would then tag them so you can quickly find them in
your warm-up pool. Go ahead and select them, add a tag. You can say warming and your start date so that you can come in
and quickly check the health score and how those deliverability tests are performing. And if it's still bad, you
keep waiting. And if it's been 60 days and you've tried changing the copy, you're still on the block list. It might
just be worth leaving them there to to try and heal, but replacing them. Now, we talked about how Instantly fully
automates this with their inbox placement tool. It is absolute gold. All right. Now, because of how important
this inbox placement setup is, I'm going to walk through it step by step. I'm going to come into an Instantly AI
account. I'm going to do this in my personal workspace. We're going to set up an inbox placement test from scratch.
If this isn't activated and you don't see it like this, there should be an option to activate it. I think it's $97
per month. Worth every penny if you're doing cold email at scale. I'm going to go ahead and click add new. I'm going to
do cold email masterclass test automation. Continue. We're going to do automated. I'm going to do North America
and Europe because I do reach out to clients all over the place. We're going to check across all of these filters,
the Google, the Microsoft spam filter. By the actually didn't know that that Wormy does not check against the
Microsoft spam filter and instantly does. Just one more reason that instantly is the best. Accounts to use.
I'm just going to say Google. That's going to pull in most of my accounts. Campaign to use. This is going to test
the actual copy of my campaign. So, what good is it if I'm doing a placement test and it's not using the actual copy that
I'm concerned about? So, I love that I can actually choose the campaign. It makes the copy part of the test much
easier. I can choose the variant. So, I've got all of these different variants. I'll go ahead and just pick
the default one. Hit view copy just to see what it's going to look like. That looks cool. I got to update my YouTube
subscribers on my signature. We're higher now. Let's see if we can get me to 100K. Deliverability optimization.
I'm going to go ahead and check that. I'm going to go ahead and test kind of every day run immediately and follow the
schedule. So, this is going to do one right away. Delivery mode one by one and then I can set up the automations here.
So, I'm going to go ahead and and do these with you. So, if inbox placement goes below, let's say 70%. Say you
really care about deliverability, you can set this as high as 70. If you want to keep sending cold emails, even if
half of them are going to spam, you know, you can do 50. I would honestly keep it up around 80 because if it's
below 80, something's wrong and you should go look at it. Then you want to pause sending campaign emails for 30
days with that mailbox. I'm going to add or remove tags. So if inbox placement goes below, let's say 80. I just want to
take more actions here. Add tags to add. Let's say spam warm up. And I don't have that tag. So let's go ahead and add it.
I'm going to come into my settings and add this that specific tag that I want to use. Custom tags. create new spam
warm-up emails. Going to spam mailbox warming up just so I can quickly find
the mailboxes that are having problems. And I'm going to create a new one, too. Spam recovered. And that'll be the tag
if it's performing well again. So, if it goes below 80%. Let's see if I can now add the tags. I may have to refresh. Now
if inbox placement goes above 80%. Then we are going to enable slow ramp
for campaign. This is going to slowly start sending cold emails again. Now we also want to monitor blacklists. Now I
can either enable these or not. And I mentioned earlier that some blacklists don't affect deliverability. So I'm
actually not going to create automations with these. And I'm just going to leave it up to my deliverability automations
here. I'm going to go ahead and launch this test and it's going going to start running here. Now, the test is live and
it's going to work automated every single day with the emails that are tagged with Google. I just want to add
some quick notes and honorable mentions here. If you're having deliverability issues with your primary domain or
primary mailbox, I would definitely think about connecting it to something like wmy.io. Now, if you want to keep
your inbox clean and you don't want to get the warm-up emails continuously bombarding you, then there's a couple
solutions for that. You can either filter them out. So, this is a a primary mailbox. This is actually one of our
Google mailboxes and it's unmonitored. There's nobody actually using it. When I come in here, it teaches me how to
filter out warm-up emails. Now, the problem with this is the ESPs aren't stupid. If it sees you filtering and
archiving all of your warm-up emails, then they don't really count. So, what I would recommend that you do is set up an
unmonitored mailbox that nobody's actually using under this same domain and use it only as a warm-up tool for
that domain. Another hack that most people don't know about is that you can warm your CRM mailbox, even if you're
using something like GoHigh Leo. Let's go ahead and open up my GHL and kind of show you how to do that. Here's my GHL.
I'm going to come into email services. And by the way, guys, if you are not on GHL, you need to be go to
leadgenj.com/gh. So now this is my email services and I'm using their lead connector as most
people usually are. I'm going to come into dedicated domain and IP. Now you'll notice that I actually purchased my own
dedicated IP address inside of GHL. Now I'm in charge of that IP address reputation. This is a good thing as long
as I'm not sending cold emails, as long as people are not reporting me as spam. Now, this is where it gets expert status
and you can actually sell this service probably for a lot of money. So, this is my primary domain inside of GHL. As you
can see, they've got their own warm-up that they just launched, but I want to do my own cuz I don't know if I trust
theirs yet. So, I'm going to click these three dots and go to SMTP settings. SMTP is a way to send emails kind of remotely
like through an API call through your mailbox. So what you're going to do is set up an SMTP credential and this is
what you're going to use to link to Wormy. So create a new SMTP user. If it's not working for you, you may have
to contact their support and they enable it. But you're just going to enter a unique name. I would use the same name
that you're normally sending from from your CRM. I usually use Jmail. junj.com. So you could set up mail and then set an
SMTP password. Then you're also going to note your SMTP server here and then the ports. So once it's set up and you have
your username, you have your host and you have your port, you can go ahead and come into warmmy. Actually won't let me
connect another one. So let's kind of do it in instantly. So SMTP, just so you know, can is the sending protocol for an
email. It's not the receiving. So this can only send emails. It can't receive emails. That's IMAP. So, if I was to
install this in Mori, which I can't unless I pay for another mailbox, you'll want to set this up as a custom SMTP
user. So, let's go ahead and like add a new mailbox here. Let's see if it lets me do it in instantly. I'm going to any
provider, IMAP, SMTP, any provider, single account. I'm not sure it'll let me because I don't have IMAP enabled and
instantly probably wants IMAP. You know what? If you're interested in learning how to do the GHL email setup, I
actually have a video on YouTube, Fix Your Go High Level Email Deliverability. It walks you through step by step how to
connect your GHL SMTP user to warm me. And the last thing that I want to show you for deliverability is something else
that we can see here in GHL and that is postmaster. So Google has a postmaster, Microsoft has an equivalent and this is
really how Google and Microsoft track what happens with their emails. I can come in to this specific domain that's
connected in Postmaster and I can see the domain reputation, how many people are reporting me as spam. All of that is
coming directly from Google. So, one of the things that a lot of people aren't sure about because it can be tough to
know if somebody's reporting you as spam. Instantly doesn't tell you. Almost nobody tells you. What does tell you is
Google Postmaster. So, you should absolutely do this with all of your primary domains and subdomains. So,
mail.lejenj.com leadenj.com is the subdomain I'm using on GHL. Legenj.com is my primary domain. So, it's really
important for me to know if people are reporting me as spam. Now, this will only tell me about Google users, not
Microsoft users, but most people are on Google, so it's a pretty good rate. I can bring this out to the last 90 days
and see what's going on inside of my Google account. This is really bad. Something happened on May 25th and 1.5%
of people reported me as spam. It was likely an email blast that went out or an automation that triggered. And this
is really the only place to get this data. What is Google seeing? What is the data that they have that they're using
to decide if my mailbox and my domain have a high enough reputation? And mostly when did the occasion occur? And
it monitors entire domains, not just mailboxes. So you can theoretically do this with all of your cold email domains
and put them all inside of Postmaster. It tells you a lot of other stuff, too, like IP reputation, which Google kind of
manages, so I'm not sure kind of what they do here. It's usually high. Domain reputation, what's going on with my
domain? How does Google read that domain? Delivery errors, authentication. I'm not going to go through each one,
but it is important to add your domains here. Now, you don't have to do this with all of your cold email domains. God
knows I don't, but it's definitely a good practice, especially for any primary domains that are actually
important to you. And if you know how to add DNS records, and now you do, you'll be able to add your domains really
quickly. So, let's say I wanted to do cloud.legenj.com, it's just going to give me uh a DNS
record to verify, I guess. Be sorry, because the primary is verified. That one verified right away. But let's say I
wanted to add otterpr.com to this Postmaster account. We have our own fortr obviously, but this is what it's
going to tell you to do. Add this txt record. And if you're having trouble, add a CNAME record. and then it's going
to verify that you own the domain and start giving you the data here. Definitely a good practice that I highly
highly recommend. Now, just to recap, if emails are going to spam, the first thing you want to do is check the
technical setup of that domain and mailbox. And best way to do that, you can go to easydedmark.com,
do a quick domain scan, you can go to MX Toolbox if you prefer. So, come into demark, do a quick domain scan, just see
if your records are set up correctly, even if it says risk assessment medium. It always does that if it doesn't like
the way your demark is configured. So what it wants is P equals reject. This is just fine. Everything else is valid.
Cool. Your technical infrastructure is good. Now you can move on to a real life deliverability test using Glock apps.
And I already taught you how to read these deliverability tests. Make sure that you're using the actual email copy
that's going to spam. And that way it's going to tell you whether it's triggering any of those spam filters.
You can also quickly check your reputation. You can check for blacklists. So, I can come to lead
genenj.com inside of easyd demark or mx toolbox, see if I'm on any blacklists. I'll check if my domain's listed
anywhere. And if everything comes up clean on blacklists and technical setup, then make sure to do one of these
deliverability tests to see if it's your copy that's triggering it. Now, when we get to the copywriting phase, I'm going
to show you how to spam check your content to make sure that you're not triggering any of these spam detectors
here. All right, guys. I know that was a lot. Thank you for sticking with me through deliverability. Now, if you're
watching that and you're like, you know, hell yeah, I love this stuff. Launch a deliverability agency or consultancy.
There's a ton of people looking for help that they're stuck in spam. They want to fix their email deliverability and there
is nobody that's good at this stuff that's able to solve their problems. So, if you're still thinking of an offer
idea, use that. If you really want to go allin on this, let me know. Join my coaching program. inside of that
coaching program. We've got deliverability coaches, we've got tools, and we'll show you how to launch an
agency just like that. All right. If your lead generation's not working and you've already checked your technical
setup and emails or inboxing, and you're pretty sure that your offer and your copy are solid, then it's always because
of this one overlooked problem. And the worst part is that this skill is the one that everybody thinks they have dialed
in. So, even though this sounds easy, it's actually the most complex part of a cold email buildout. Believe me, I know
I'm talking about your lead list. In this video, you'll actually become a list building ninja by learning who is
the right person to reach out to, how to find their correct contact information, and then how to reach them at the
perfect time. All right, this is building your lead list. Let's dig in. First, it's really important to remember
these facts because everything relates to this. Your cold email leads do not know you. They definitely don't trust
you. They're not looking for your solution. So even if I'm a good fit for your software solution that helps with
lead genen, I'm probably using a competitor. I don't have your pain point right now. So what you're really doing
is taking targeted guesses that that person has that painoint. And usually you're wrong and that's okay. So you are
guessing that they need your solution at that time. And they might not be in pain now. Maybe I don't need your lead genen
solution right this second, but I might need it in a month. I might need it in 6 months. or I might not be happy with my
current solution and maybe I never thought of changing but now you give given me a reason to all these are
important factors when you're building a lead list and trying to figure out okay who do I present this offer in front of
all right so the golden question here is who should you be reaching out to and this is actually pretty easy if you have
an existing business you're already doing sales you have a customer profile you already know who's interested
because they've taken out their credit card and proven that they're willing to pay for something so what you should do
is grab your customer list, export it from your CRM, make sure that it's enriched and segmented and you have
their company and their industry and their job title, all of those variables that I have here. Honestly, whatever
information you have on them works and helps. You could then plug that into AI to come up with your solution. And I'm
going to show you how to do that in just a second. Now, if you don't have a business, you don't have sales, or you
don't have data that you can really use to build a customer profile with, and if you're building it for the first time,
then what you should do is write a detailed description of your offer. You need to be really clear on who you help,
how you help them, and the specific mechanism that you use to do it. Write that all out. I'm can't help you with
that because I don't know what you do and who you sell to, but all that stuff needs to be in there so that you can
plug this next prompt into chat GPT and help you start building your list. Now, once the AI gives you the output, you're
going to launch a campaign targeting all of the recommendations. There should be multiple. There's usually not a specific
segment that's the best fit for your offer. In fact, if you don't have really detailed data about your past sales,
about your clientele, then you shouldn't just pick a single segment. Instead, you should test five to 10 when you first
launch. So, as I mentioned earlier, cold email is one of the best tools on earth for testing. So, if you don't know who
your target audience is, this is a great way to find out really quickly, but it all starts with these targeted guesses.
Now, you might not see it here. It's kind of small on this picture, but this is the prompt that you're going to use.
And you're just going to go into chat GPT, or you can use Claude or Grock or whatever you prefer, and you're going to
type in that prompt, and you're going to input information about your offer. So, I am a PR agency, and I target
ecommerce brands. Obviously, that's not very detailed, but that prompt is going to start by giving you a result. It's
going to ask clarifying questions so that it can learn more about your offer, and then it's going to give you specific
recommendations for who to target. And this prompt, as well as all of the other ones, are going to be in the resources
that you can get simply by joining my free school community. All right. Now, this is really important to know so that
you actually get replies. You might be targeting the right industries, the right companies, but not the right
people at those companies. or you might not be targeting the correct size of company. There's all these variables
that affect whether or not that person is going to open and reply to your email or if they're even going to be a good
fit. So, who responds to cold emails? Well, there's a couple general rules that you need to think about and follow.
In general, people who get less marketing emails tend to respond more. We call these blue oceans. So, who gets
a lot of cold emails? This is probably a better way to think about it. Who do you think gets a lot of cold emails?
marketing agency owners, doctors, basically anyone that you can think of that people assume has a lot of money
and resources. They are easy targets. And if they're easy to find, they probably get more marketing emails. So,
how do you know if somebody is easy to find? If you go on to Apollo, which is kind of the primary B2B database that
we're going to be using here. By the way, if you want a massive discount on Apollo, make sure that you check out my
software vault. So, if I can come into Apollo and quickly identify who my perfect avatar is and find them and get
their email address, then they're easy to find and they're probably getting a lot of marketing emails, especially if
they're in an easy target category, like marketing agency owners or law firms or doctors. They're all really easy targets
that get a lot of cold emails. Doesn't mean you can't reach them. And it's still better to email people who have
money but get a lot of cold emails than emailing someone that can't afford your services. So, who else responds to cold
emails? Decision makers actually respond a lot more than people down the totem pole. And this is a really common
mistake that people mess up. They think, "Okay, I want to sell to big companies. So, if I just email their HR director or
if I just email a technical developer at that company, then they're going to reply to my email and then I'm going to
be able to sell them that thing." Wrong. That's actually the wrong way to think about it. If you go down the totem pole,
those people are more resistant to change. They don't want to push something up the totem pole and go to
the people who can actually make buying decisions. You need to email the person in charge of making those decisions that
wants the change because they want improvement. They want a new solution. The HR director at a big company doesn't
want your HR software because they already have a software that they're used to using. You're just creating more
work for that person. So, in general, go for seuite. Who else responds to cold emails? Younger businesses. So, people
who haven't been in business for very long. They don't have established solutions. They don't have vendors and
softwares that they are loyal to, have been working with for a long time. Because once companies do, they're less
likely to change. And the longer someone's been in business, the chances are that they've found solutions that
work for them and they've been widely adopted across their company. So you can see when a business has been founded and
use that as a variable to actually get way more replies to your cold emails. And same principle here, new enrolls. So
maybe you have a marketing solution and you want to reach out to CMOs to try and push that through and implement your new
solution or software to the company. Well, a CMO that's been there for 10 years, again, they've probably got their
vendors, they've got their software stack, and they are rigid. They are not changing. However, if someone was newly
hired as a CMO at a company, they were brought in to drive change. And that person is way more likely to implement a
new solution or software or platform and solve the problems with your solutions. And these are all variables that we can
use when we're building lead lists, when we're filtering. And without signing up for Apollo, if you want to just go and
check like what filters are available to you, head to LinkedIn and go to sales navigator. And by the way guys, if you
don't already have SalesNavigator, that is something that I offer as well at a massive discount. If you go to lead
genenj.com offers LinkedIn SalesNav, you can actually save 75% through our enterprise plans. So just something to
note there. But let's go back into sales navigator and now we're going to see what filters are available to us. So
what we're going to do is we're going to click lead filters and then this is going to open all of the different
filters that we can actually access. Now granted, this is LinkedIn. This is not Apollo. We can't just scrape emails from
here. But what you're going to notice is a lot of these are reflected here cuz this is essentially where most of this
data comes from. It's LinkedIn. So if you want to play around in here and see if people are in fact a good fit, this
is a great place to kind of test your filters and see what kind of leads you get because all their information is
displayed right here. And we'll do some live filter building in just a little bit. And kind of the last point here,
ignored industries, manufacturing, farming. Most people don't email companies from these industries. And if
again follows that principle, if they get less marketing emails, they're more likely to reply. So if you want to try
and find those blue oceans, think about what industries aren't really susceptible to marketing emails. And how
can you frame your offer to help those industries and if they have money, you're going to be much more successful
in your campaigns. And just continuing on that point, if we talked about who responds more, let's talk about who
responds less. We already kind of talked about these mid-levels, the HR, the developers, the technical roles. And by
the way, even if you can get them to respond, you're like, "Jay, you know what? I've got a campaign to staffing
coordinators that's just crushing." Maybe it is, but how are the sales on on those responses? Because they don't
really have the capabilities of making decisions, and they're much less likely to implement change, pushing it up the
flag pole than going directly to a decision maker and having it go down. So overall, the advice is going to be avoid
the mid- levels. General rule, as companies get bigger, response rates get lower. As companies get bigger, the age
of that company also tends to go up and they seem to be more landlocked in their solutions. They've got vendors, they've
got software companies, their decision makers are much busier and they're going to be less likely to respond. That
doesn't mean that you shouldn't email bigger companies. What it means is you should adjust your expectations. So, if
you're expecting a reply rate of 1% positive replies, if you're emailing companies 500 employees or bigger, you
might be trying to get one out of a thousand to actually give you a positive response. We already talked about this,
but heavy hit industries. Think about anyone who you assume has money. They're probably heavy hit, especially if
they're easy to find on Apollo and LinkedIn. And then there's certain signals. We're going to talk extensively
about signals in just a little bit, but certain signals and lists are just abused. one in particular, recently
funded. So, companies who recently got funding for their their business. Those guys get slammed with cold emails for
obvious reasons. They just got a whole bunch of money and everyone wants to go try and sell them their thing. And it's
a good strategy. It really is. The trick with that is to be first. And again, adjust your expectations because if that
list is getting slammed, then all you are is a stack in a pile. And then you really have to stand out, which we're
going to show you how to do in the copywriting phase. All right. fun little graphic representation there. The
inverse relationship between how much money your prospect has and what their chance of replying is. And it's just
something a way to kind of gauge your expectations. This is why guaranteeing any sort of reply rates for cold email
campaigns is really tough without knowing who I'm contacting. The more money that lead has, the less likely
they are to reply. And the less money that lead has, the more likely they are to reply because they need help and
they've got time. So what is the solution here? Adjust expectations. Try and get creative to try and find those
blue oceans, the people with money that are likely to reply. And then really the goal is to find a balance. This is
actually one of my ads. Uh that's AI generated. Got to love AI. Just me falling. Uh but where to find your
leads? So how to actually build your lead list? Where are they located? Well, we already talked about a couple places
which is LinkedIn, Apollo, and generally these are considered the same since Apollo and most B2B databases are
essentially scraping LinkedIn on a daily basis. But what if your leads aren't on LinkedIn? What if you're targeting
construction companies and they don't tend to have companies listed on LinkedIn? They might not have a LinkedIn
profile at all. What if you're targeting restaurant owners and those restaurants also probably aren't on LinkedIn? It's
not a professional network. It's not B2B, so they have no reason to be there. Or what if you're targeting influencers?
You want to sell content creators something. How are you going to find them on LinkedIn? They're probably not
writing content creator in their bio. They're going to put their professional job title and industry, and it's
probably not going to be the parameters that you want to use to target them. So, now I'm going to be talking about all
these different situations, what databases to use, what tools to use, and how to decide where the best place to
find your perfect lead is. So, with that being said, here are all the places where your leads could be living. B2B
contact databases such as Apollo. There's some other names probably worth mentioning here, such as Zoom Info,
Seamless.ai. There's a few big players in this game. The reason that we use Apollo is going
to be apparent very soon. It's also the best balance of affordability and data accuracy. If you just wanted the best
for data accuracy, you would use Zoom Info. But Zoom Info is unruly expensive. Let's actually ask Chat PT how much Zoom
Info costs. How much does Zoom Info cost per year? And by the way, Zoom Info, I think only does annual plans. They put
you on an annual contract and it's about 15,000 per year for 5,000 bulk credits. That's almost nothing. That's
disgustingly low. Their mid tier is 25,000 a year. And you can't just do mass exports like I'm going to show you
how to do, which is really what you need to do for cold email. Now, for cold email, you work with a lot of data. It's
a numbers game. This isn't individuals sitting down and doing onetoone outreach. If you've got a big company
and a big team of SDRs, sales development representatives that are doing prospecting, then maybe it's worth
it to pay that 25,000 a year to get the best possible data in Zoom Info. But for cold outreach, you want to be using
something that allows you to export tens of thousands of leads all at one time. Push them into a cold email campaign and
automate the outreach. So there's B2B contact databases. We just mentioned a couple. Some are really cheap and
they're going to be enticing for you. So I'm on AppSumo right now. And you see here, Lead Rocks. This is a really
enticing offer, right? You get unlimited lifetime usage. You pay $800 one time and you get access to all of this data.
Don't fall for any of these cheap cheap lead databases because the fastest thing to kill your campaign is emailing the
wrong people or having a bunch of bounced data. If a cheap database doesn't keep their data up to-date and
clean, then you're going to end up emailing the wrong person and they're going to end up reporting you as spam
and then it's going to kill your entire campaign. Remember, this is hard enough as it is without you trying to cut
corners and save money and using tools that are just going to handicap you. So, I'm going to show you the cheapest
possible way to get you 99% of the way there. The same way that I do it is what I'm going to show you what to do and
save as much money as possible without crippling your campaigns. So, B2B contact databases. There you go. We're
going to use Apollo. The other option that you have is LinkedIn scraping. So, I already mentioned that B2B contact
databases are generally scraping LinkedIn. However, it's not every day. So, another option is actually just
using a LinkedIn scraper and then you're typically getting the most accurate data. It's a little bit tougher to do in
bulk. I'll show you some of the best tools to get that done. Google Map scraping. So, we talked about finding
restaurant owners as an example. This is where you typically finding mom and pop stores that are listed on Google Maps,
especially if you sell in a geographical region. This is a really powerful way to build a lead list. There's other list
scraping. So maybe you need to scrape social media or you need to use AI scrapers. I'm going to show you some of
those too and some use cases for them. So when you're trying to figure out where to find your leads, where to get
your list, the first question you need to ask yourself is, is your ICP usually on LinkedIn or not usually? And I just
gave you some examples. the bluecollar owner who maybe runs a plumbing business, the restaurant owner. These
people are probably not on LinkedIn and they probably don't have like their industry and their company on LinkedIn,
which they really need to have in order to be listed in here in Apollo. This is a good way to test whether or not your
ICP is going to be on LinkedIn. So, if you go to my LinkedIn profile, for example, obviously I'm a marketing
agency owner, so it's going to be really easy to tell what I do. You'll see Otter Public Relations here. Otter Public
Relations actually has their own LinkedIn page. So, I can go to Otter Public Relations LinkedIn page and
they've got employees listed here. We've got all of our staff and this is a prerequisite if you want to find your
leads in a B2B database such as Apollo or on LinkedIn. So, even if I was a restaurant owner and maybe I'm on
LinkedIn and maybe I have it in my bio, but I don't have a company profile for that restaurant, then chances are it's
not going to show up on a LinkedIn scraper or Apollo and you're going to have to use a Google map scraper.
However, if your ICP is on LinkedIn, most are, especially if you sell B2B, good chance that you're selling to
somebody who's accessible on something like Apollo and you're going to reach for a B2B database like this. Now, I
mentioned here again, if you're looking at data quality, Zoom Info is better than Apollo, better than Seamless, but
you want the ability to export in bulk. And for that, Apollo is the best balance there. And then, if you decide that you
do want to use LinkedIn scraping for whatever reason, then there is a really good affordable way to do it. The tool
that you're going to use to scrape LinkedIn is called ICPS. And if you're interested in using this, you can go to
my software vault and get a discount on ICPS here. Again, that's all linked down below. Couple reasons that this is so
powerful, and you can see it's actually something I use. I've got a ton of credits. You can scrape 10,000 per day
all at the same time. So, other LinkedIn scrapers are really going to limit you or make you sit there in LinkedIn and
keep clicking buttons. This does it all on autopilot. But the best part, and the reason that I actually recommend it,
again, this is not sponsored, super affordable, and every email they give you is validated. So, you don't have to
do any email validation after you've gotten the leads from ICPS. If you're interested in learning exactly how to
use it, I've got a video here, the easy LinkedIn method gets you leads on autopilot that will walk you through
step by step how I scrape LinkedIn. Now, I've already mentioned several times that for cold email, you need to be able
to have bulk data. You need to export thousands and thousands of leads so that you can upload them into your cold email
campaigns and start sending emails on autopilot. And platforms like Zoom Info don't let you do that. Apollo does let
you do that. However, it can be really expensive and you're going to need an enterprise plan. But one of the best
things about Apollo is that it's scrapable. So, what you can actually do is sign up for a free Apollo plan. You
can sign up for free, make an account, and you can use the link in my software vault to get a discount on Apollo as
well, but you'll sign up for that free account in Apollo. Then, you're going to set up your lead filters. I'm going to
walk you through step by step how to do that, but just know that you're going to use these filters on the left, and
you're going to get a URL here up at the top. That URL has those filters built in. The next thing that you're going to
do is come to a site called trustedleads.io. These guys are going to scrape that list
for you. So, you can just input that list here. You can even scrape multiple lists, verify the leads, but I'm going
to go ahead and just put that link here in the Apollo URL to scrape and they will scrape 10,000 leads for $50.
unbelievably affordable way to get bulk leads exported from Apollo, scraped fresh, verified, without having to pay a
subscription fee or pay the large Apollo fees. Now, the limitation with this is that you can't save lists. So, if you
have an Apollo account, you can save all of your exports to a list so that next time you go and export more leads, you
can exclude that list. Here's what I mean. When I'm building a list using the filters here on the left, all of these
are different lists that I've already built. Now, I can include, but I can also, what's really useful is exclude
lists. So, if I'm scraping, for example, all of the marketing business owners in America, there's going to be millions of
people. I probably don't want to export them all at once. I want to do it in pieces. So, if I want to do that, I'll
add the ones that I export to a list so that when I go to scrape more of them, I can exclude that list so I'm not getting
duplicates. So therefore, if you do want to use this trusted leads strategy, instead of using list exclusions, you
should keep track of a parameter like city or state or country or something else that you can control here. For
example, job title, industry, employee counts, just different parameters so that you know, okay, I already scraped
Florida. Now let's scrape California. And then you can exclude certain states in the filters. Hope that makes sense.
Let's move forward. That way you can save 80% on the same data that you would get with Apollo, but now somebody is
scraping and validating that data for you just to really speed up your workflow. And as mentioned, consider
scraping one state at a time. Tends to be the best way to organize your your lead list and make sure that you're not
getting duplicates. And for those of you that are a little bit more advanced, I will be walking you through later how to
build your own Apollo.io scraper so you don't have to rely on trusted leads or any other company to get data from
Apollo for you. And I'll also show you how to get this entire template so you can just copy and paste this into your
own business and start scraping Apollo on autopilot. Now, it's worth mentioning that if you're making a lot of money
from cold email and you really just want to optimize for the shortest possible workflow, the easiest thing where you
can set it and forget it, then going from trusted leads at getting that data, putting in million verifier, and then
importing it into your instantly account can be a lot of steps. So, if you don't care about the cost of leads, then it
might be worth mentioning that Instantly AI does have some really great features for automating a lot of the list
building process. So, let's actually talk about Instantly's list building process just a little bit and I kind of
touched on it earlier and they've actually changed a lot over the past month and they'll probably continue to
change it. So, they used to call this lead finder, now it's super search. So, one, it's an AI assisted lead builder.
You can put leads into lists and then you're able to automate the leads going from the instantly leadfinder into the
campaigns. Let's go ahead and do one of these AI list building searches. I want to find marketing agency owners that are
startups in the USA. So, a really simple search here. We just use some of what I talked about earlier to try and find an
ICP to start selling to. And it's just going to take my AI and it's going to basically build the filters for me. So I
don't I don't have to worry about it. Now I really want to see you guys doing this instead of relying on an AI because
the AI is generally wrong. Uh company name, it's looking for company with the name startup in it. Like that is
obviously not right. So AI is really not reliable here. Let me go into my account where we've got a bunch of leadfinder
credits. We've got 42,000 in here. So I'm going to come back into superarch. I'm going to go ahead and open up a
recent search that we've had. Oh, it actually wants me to wants to charge me for the search. So they've changed this
quite a bit. Uh, as of right now, I would not recommend using Instantly's Super Search or Leadfinder. It's just
not as accurate as Apollo. It's, in my opinion, probably a third-hand lead source. Apollo secondhand because
they're scraping LinkedIn instantly is probably scraping Apollo. Therefore, it's really delayed in the recency of
the data. The benefit of using this is that they also verify it for you. So, you don't you can skip the verification
step, but you'll end up paying much much more than if you were using trusted leads. That's why I still recommend
using trusted leads. It's reliable. You don't have to worry about any weird scraping solutions. Uh and it's fresh.
But just kind of looking at pricing here. So 50 bucks a month for 1,500 leads. So it is significantly
significantly more expensive. And it's not even firsthand data. So they are the best for cold email and they've done a
really good job at integrating everything under one roof, but they're still definitely not the best for
exporting large amounts of data for an affordable price. it will dramatically increase the price of running your cold
email system. All right, now let's talk about using filters in B2B databases. Now, this is the primary way that most
of you are going to build your lead list. And it's really easy to f up. So, we're going to do a walk through and
just make sure that you follow some of my core rules and you're going to at least get yourself 90% of the way there.
But, the best cold emailers get creative and they use a lot of my little secrets and hacks that I'm going to be dropping
for you. So, make sure to take notes. If I do something unorthodox, there's probably a reason for it. Take note and
use it and I promise you it's going to work. So, let's talk through some of these filters. Ones to always use,
almost always. There's exceptions for everything. Job title, the industry, the location, the company size, and the
email status. We're going to walk through what those are in just a second, but most of them are self-explanatory.
The next is company keywords. These are much more descriptive than using the industry. So, one problem that we'll
constantly see when we're building lead lists in any B2B database, doesn't matter if it's Zoom Info or Seamless AI.
If you just use the industry to get your list filtered, then you're going to end up with a lot of stupid overlap. For
example, let's say I want to target automotive companies and I use automotive as my industry filter and I
expect that I'm going to get a bunch of car dealerships. Well, that couldn't be further from the truth. We're going to
get manufacturers. We're going to get people in automotive supply chain, engineering, we might even get marketing
agencies for automotive companies, SEO agencies for automotive companies. And the there's no way that all of those are
a good fit for your offer. So, for that reason, we want to make sure to include company keywords as well. You're going
to see your list shrink quite a bit, but that's a good thing. We want your list to shrink. That means it's going to be
more targeted. Another filter to consider using is technologies. Technologies tells you what software
platforms and solutions a company is already using. And if you're curious what your options are, you can always
come and search for Apollo.io technology filters and they'll give you a full list and actually love plugging
these lists. As you can see, I've copied them several times. I've plugged these list into AI to see, okay, you know,
what technologies can I use that are going to be helpful for me in selling my thing. So, I'm going to go ahead and
download this CSV file and open it up. And now, as you can see, we've got all of these different technologies and
categories. So, you can actually upload this to AI and say, you know, find me a solution or find me a technology that
suggests that the company is investing in B2B lead generation and it'll go through all these technologies and
they're very familiar with them and it'll tell you what specific ones that you can target. Now, this is such a
powerful strategy that I'm going to go ahead and show it to you specifically. Uh, I use Grock for this because it's
really good at intaking large amounts of data, especially as spreadsheets. So, I'm going to go ahead and upload that
file supported technologies. And I'm going to say, find me the top 10 technologies to use for B2B sales
targeting. I am looking for technologies that are expensive and used in B2B lead generation. I'm still amazed that Grock
is free. It's so good at processing large amounts of data. I pay for chat GBT and HubSpot, but I'll still use
Grock when I'm doing things like this. It also never says no to me. If I'm asking it to do something like morally
or ethically questionable, chat GBT won't do it. Claude won't do it. Groc will always do it. So, it went through
and it found Salesforce, HubSpot, Marquo, Aloqua. Now, a lot of these are CRM. They're not necessarily what I had
in mind. I was more thinking like cold outreach tools. It's got Zoom Info, Demand Base. So you can keep chatting
with this thing to get it more refined and say, you know, don't include CRM. But this went through that whole list
and found the technologies to use. And this is really the right way to do it because if you just come into Apollo and
you come into the technologies list and you just start searching through them, there's way too many. It's not even
close to limited to this. You have to start typing for them to actually come up. So the best way to do it is to
download it and to work with AI to find your list of technologies and then type them in here one at a time. So like
sales loft. Okay, so that's how you filter technologies. Let's talk about job postings. This is a good filter
because it tells you what a company is hiring for right now. If they're hiring, they're trying to solve a problem and
they haven't solved that problem because they are hiring for it. So, typically you'll have an offer. Your offer solves
some sort of problem in somebody's business. If they're hiring for that problem, you can then email that company
and say, "Hey, saw you're hiring for this. You know, I can help you do this for a quarter of the price as a
full-time employee." It's a really good strategy. and even just to find companies who are willing to invest in
the solution that you're pitching. Now, one of the problems with Apollo job postings data, which is down here, is
that it's a little bit delayed. As I said, Apollo's a secondhand data platform. So, even with technologies,
this one is usually using builtwith data. So, builtwith.com is the source of most of this technology
data. They're the ones that tell you what a company is using. of lead genenj.com you can look it up and it'll
tell you the specific technologies that are installed on my site what what I am using and most of the data from Apollo
will come from builtwith but it's delayed it's not in real time the same thing is true of the job posting data
but the job posting data is a lot more critical because if they were hiring for something 3 months ago they may have
already solved their problem and there are some solutions to this that I'll talk about a little bit later when it
comes to list building, specifically scraping job posts, you get much more accurate and recent job data. But you
can use Apollo for this, and it is a good tell to at least find companies willing to invest in that solution. All
right, so we talked about filters that I like, filters that work. Let's talk about filters that don't work, but I
wish worked. The first one is the signal filters in Apollo. They're never accurate, and every time I've tried
them, they always give me a worse result. What is a signal filter inside of Apollo? Go ahead and reset
everything. And by the way, just to mention, one of the always filters to use is email status. You always want a
verified email. You may end up missing some people. So if you have a really small total addressable market, like
there's only a few thousand people that you can reach out to, then maybe don't use this. For everybody else, make sure
when you're copying this link and sending it to trusted leads, you're using that verified filter. Okay, so
what about these signal filters? A signal is a data point that tells you something relatively recent and relevant
about that company. So, some examples of signals that Apollo offers are funding. So, did this company recently get
funding? Are they doing their series A? These are all signals. And then there's the specific signals that Apollo offers.
So, they've got company signals and people signals. Now, typically, you're just going to be worried about company
signals, like what what's happening with that company. And don't worry about all these industries and the company
signals. That's not what we're looking for. What we're looking for, let's go all the way to the bottom. These are the
signals that you'll probably see that are going to be really enticing to to try and use. Recent funding, rapid
growth, merger acquisition, new product or service. So, something happening within the company that tells us, oh,
you know, they recently got funding, so maybe they'd be a good fit for me to reach out to. They just had a merger, so
maybe they've got some corporate change going on and they need help with something. They're cutting costs, so
maybe I should pitch my more affordable software solution. These are all the these all make a lot of sense if the
data is accurate. What I've found even I've tried to use them probably a dozen times knowing what I'm doing and I don't
think the data is accurate enough to be usable unfortunately at least not from Apollo. There is another place where you
can get this data where it tends to be more accurate and I'll talk about that with you in just a second. awards or
recognitions, new client sign, new partnership. These are all signals of things happening in a company. And
there's a bunch of different data points and ways that they're getting that data, but it's second or thirdand data and
it's typically not going to be accurate or usable. Funding we just talked about, it's typically outdated by the time it's
in Apollo. And again, for funding, that's a signal that gets abused. So, if you're going to use it, you need to make
sure that you're first. And if you're using Apollo for funding data, you're not first. Next is revenue. A lot of my
clients want to target by revenue. The problem with using revenue as a filter is that private companies don't need to
disclose their revenue, and they don't. So, Apollo's typically just guessing at what that company's revenue numbers are.
Unless the company's public, there's just no way for anyone to know their actual revenue numbers. So, you want to
use a proxy for revenue, which is typically going to be employee count and knowing the type of industry and how
many employees on average that industry has. So for SAS it might be lower. For a construction company or a factory
company it might be higher. And then buying intent is another one that sounds super enticing but you do not want to
use Apollo for buying intent. So within Apollo you'll see another filter here called buying intent. And this one is re
I wish it worked. I've tried it so many times and it just does not work. And I can come into intent topics and I can
edit. You can only have five active at a time. And this might not be available for free accounts. I just want you to
know that it's there. And you can search for topics. So if I'm looking for companies that are interested in lead
generation, I might find buying intent for lead generation consulting, lead generation services. These are companies
that apparently are looking for this stuff and it's worth testing as a split test against against your control
campaign. But so far, to my knowledge, none of these have worked. The data points are not accurate and it ends up
yielding a worse result than just using the standard filters. All right. So what are signals? Let's just re reiterate
some of this stuff. if it's real-time info about a lead or about their business. Types of signals include job
changes, company growth, featured in the news, hiring. There's also social signals like someone commented on
something, someone posted about a certain topic, someone liked the post. And then there's signals that you can
create and you can think about. If you understand your tool set and you understand your leads, then you can
create various signals and automate those signals. So, let me give you an example. I sell cold email services and
cold email buildouts. So, who's a great prospect for me to sell to? One great prospect is people who are already
sending cold emails and doing a bad job. So, how do I find those people? One of the easiest places to look are people
using Instantly AI. So, maybe they're on the Instantly AI Slack channel, which I can scrape. And they're also sending
cold emails that aren't aren't going to the inbox. They're going to my spam. So, I actually created a signal that scrapes
my spam inbox for people sending me cold emails and adds them to an instantly campaign for me to say, "Hey, your email
is in spam. Here's the problems with it. Here's my community where you can learn more about cold email and get better."
That's a creative signal that nobody else is using, and it's not something that I got from Apollo. So, once you get
really good at this stuff, and I'm going to teach you some really advanced ninja tactics later on so that you can build
your own signal workflows. And as you can see on this picture on the lefth hand side, this is Clay. And one of
Clay's specialty is helping you use signals. It's one of the most powerful things in cold email in lead generation
because now you actually know that that person has a problem instead of just guessing with filters and it massively
increases the results of your campaign. So let me show you an example of a campaign that uses signals versus one
that doesn't. So this Inc 5000 campaign is one where we scraped the Inc. 5000 winners. They had just got not notified
that they won the award. It got a 5% reply rate. Most of those being positive replies. Show you another example for my
lead generation services, one of the ones that I just mentioned to you. So, this is the campaign uh that I was just
talking about. Cold email replies. These are people that ended up in my spam. They're sending me cold emails. I have a
20% reply rate, 84.5% positive reply rates on this campaign. It is just printing money for me cuz
nobody else is doing it. And I know that these people need help. So, I'm going to teach you how to build specific
workflows like this towards the end of this once you master some of the basics and the fundamentals. We're not there
yet. And we kind of touched on this already, but where to get signal data if you want to use it and you want it to be
more accurate. For recent funding, you're going to want to use Crunchb. They have the most accurate and
up-to-date funding information, and this is where all the other B2B databases pull their funding information from. But
they don't do it every day. It's not in real time. you want it to be in real time because signals are a timebased
thing. And if you can be the first to respond to that signal, then you're going to win. If you do want to use
buyer intent data, I recommend a tool called Audience Lab. If you want to sign up for audience lab, I do have a
discount that I can offer you inside of my software vault. For social signals, you can use Trigify again in my software
vault. And then for custom signal workflows, some of the ones that I just mentioned, if you can learn to use these
two tools, Apify and NADN, there's nothing that you can't build. And I'm going to show you some of the really
cool stuff that I've built with it and how to copy some of those templates into your business such as recent job
postings, recent funding. All of those are custom templates that we have built using these two tools that are highly
accurate and time-sensitive. Okay. So, what if your ICP, your perfect prospect is not on LinkedIn or Apollo? What do
you do? You're going to have a little bit of a challenge in finding the right emails. But the good news is if they're
not on LinkedIn or Apollo, they're probably not being abused with marketing emails, which means you're more likely
to stand out. So, a couple solutions for you. For doctors, real estate agents, Apollo is not going to be the best
solution. Instead, you're going to want to use a tool called bookyoudata.com. For all this stuff, check the link down
in the description. It's going to take you to this tool where you can get discounts on all of these tools. Also,
bookyouda.com is by far the best solution for mobile numbers. So, if you're doing any sort of cold calling,
you need to use mobile numbers, not company lines. And for getting accurate mobile numbers for a reasonable price,
Book Your Data is by far the best solution. But the reality is, if your ICP is not on LinkedIn or Apollo, you're
probably going to need to scrape Google Maps for it. And this can get a little bit annoying, and there's some things
that you need to know about scraping Google Maps. I'm going to show you the beginner's way to scrape Google Maps,
cuz this is what most of you are probably going to do. But just know that if you're advanced, there's nothing you
can't scrape with Ampify and NAMN. And I'll show you how to do that a little bit later on. But for now, let's talk to
you beginners. I recommend using one of two tools. Leadswift is my personal favorite. It's affordable and I really
like the user interface and the quality of data that it gets you. So here is Leadswift. Again, super affordable. I'm
going to go ahead and log in and just show you what the data looks like and how to initiate one of these searches.
So all these are previous campaigns that I've scraped Google Maps. So I'm going to go ahead and just show you one of
these. You can enter a specific keyword that you want to search. Abortion clinic is one of the first ones. And then enter
a location. So specifically a city and a state. And then you can scrape that city and state. And then it's going to
scrape. And it's going to give you a result that looks like this. So let's go into one of these scraped results and
see what we're working with here. Now the scrape was a while ago. So a lot of this data might be old. But what I love
is that you can filter by a lot of the most important key points here. Whether or not they have an email listed. Yes,
email. I can say I want to find people that don't have a YouTube cuz maybe I sell YouTube services. I want to get
them on YouTube. Maybe I want to target people that have a non-working website so I can help them with their website.
And then I can hit filter and it will find me auto body shops that have a website that's down that have an email
address listed publicly. There are a lot of these people. Exclude closed locations. So from here I can just
export all of this data. I can remove duplicates and it's a really easy way for me to get data from Google Maps
that's highly usable and really affordable. Now, the other honorable mention that I want to make here is
igleads.io. This is one of the best all-in-one scrapers. So, because it's all-in-one,
it's not going to be the best at any specific use case, but if you ever need to scrape something a little bit unique
and you don't know what to use, this is going to be a pretty good and really affordable solution for you. So, as you
can see on the left here, it can scrape just about any social media platform that you need. And just understand like
a lot of these platforms don't have emails readily available. Like Instagram is like 1 in 10, YouTube's like 1 in 10.
They can also scrape home homeowners market deals. So, for BTOC scraping, this can be a really powerful tool. It's
also super affordable and you can scrape multiple lists at the same time. The scrapers run in the background. So,
definitely worth checking out. and discounts are available inside of my software database here which is going to
be linked down below. Okay, so we chatted about scraping Google Maps. Uh we're going to talk about using Appify
to scrape just about anything towards the end. It's going to be for the advanced people, but for you beginners,
there's no reason you can't go in to Leadswift, type in the keyword for what you're looking for and the city and get
tons of email addresses for the people that you're looking for. Just make sure to verify those email addresses once
they're out. And we're going to talk about email verification in just a little bit. Okay, so what if your leads
are not on Apollo and they're probably not on Google Maps, for example. Maybe you're looking for influencers. You're
looking for content creator and maybe you need to scrape Instagram or YouTube for a keyword like course creator. Well,
then you're going to reach for a tool like IG leads like we just mentioned and you can scrape specific keywords and get
emails through those social media platforms. There's other unique use cases. For example, I had a client who
only wanted to help companies that supported veterans. Well, that's not an industry. That's not a keyword that I
can type in because that's not the service that they perform. It's just companies that give back to veterans.
So, that was a really tough one. And for cases like that, you can reach for a tool like ocean.io. This company has
scraped all of the websites across the internet and you can create lookalikes based on companies that you know are a
good fit. And you can use specific phrases or keywords. So, I can tell ocean.io I'm looking for companies that
help veterans and support veterans. and it's going to go through all of the websites that it has scraped and see if
they have a section that's about supporting veterans on their website. This can get a little bit pricey, but
for those of you that have those unique use cases, it's good to know about the tools that are in your wheelhouse. All
right, just another word of caution. Avoid any cheap B2B databases and do not buy email lists from anybody. Don't be
tempted. They're usually trash and they're going to kill your campaigns. You don't want old data and you don't
want bounced emails. And what's worse than old or bounced is wrong data. For example, emailing somebody that you
think is a marketing agency and they're actually an automotive company. There's no faster way to get marked as spam than
that. If you do buy access to a cheap list or maybe it's a specific list that you're looking for and you can't
otherwise scrape it or source it and you need to buy that list, make sure that you clean it good and then make sure
that you qualify those leads using clay. We're going to talk about AI qualification towards the advanced
sections at the end. I think my team made this meme for me, but it's great. What about lead rocks? Slap in the face.
Stop being a tight butt. Don't be cheap. Um, not all email providers are created equal. Not all lead databases are
created equal. If the email is accurate, but the other info is not, maybe it's got their name wrong or their company
name wrong, they will report you as spam and you can end up in a lot of trouble. And if you upload a list and the email
bounces, you will get blacklisted. That's one of the fastest ways to destroy your reputation is high bounce
rates. That's why it's super important to clean and verify your list. You must send good emails to the right person
with the right information. If you want to win, all right, now let's do a live list building with you inside of Apollo
to figure out how I actually go about it from start to finish. And the only filter I'm going to start with is email
status as verified. And I'm going to do this relatively broadly so that the most people can benefit from from it. And I'm
going to do this for my PR agency. Now, we have the benefit of being able to sell PR services to just about any
company anywhere on Earth. So, let's say to make this a little bit more interesting that we sell PR services
specifically to cosmetics and e-commerce company. So, what I want to do is I want to start with job titles. And I want to
include a bunch of different types of job titles on on here that are all decision makers. This is the way that I
like to do it. There's an alternative way you can do it as well. founder, co-founder, CEO, CMO, COO, president.
Basically, any decision maker at this company. They're going to see a lot of variations of this. You know, president
and CEO, co-founder, chief operating officer. There's different ways to say these things. Apollo's smart, and you
don't need to do all the variations. It it knows what's what. So, you can see I'm now down to 5.2 million while using
these filters. Uh, and as you can see, I've got include people with similar titles as well. The alternative is you
could come to management level and just do owner founder seuite and get most of the way there. But as you can see, I've
got 5.2 million here. If I do it this way, I get much less. The next filter that I want to use is location. So, I
really want to focus my cold email efforts inside the United States. Most people do. Uh, and that's what I would
generally recommend. Cool thing if you are targeting specific regions or cities is you can select zip codes and zip code
radiuses inside of Apollo.io. We're not going to do that in this case. I'm much more concerned with where that company
is located. So, I'm going to come into location account headquarters in the United States. If they have remote
employees in other in other countries, I don't really care. Uh, next is number of employees. I can either check all these
boxes or I can do a custom range here. That custom range becomes really useful when you're trying to segment. Like, I
don't want one employee because then they're brand new. Maybe I want three employees. I'm going to go ahead and use
that. We're going to say minimum three, maximum 100 employees. And as you can see, that brings my list way down to 1.2
million. Next is industry and keywords. So you can stack them. I could say like ecom. I'm not even sure that's a
specific industry that I can put in here. So I could do industries and keywords, but I actually like using
keywords better. So I'm going to do company keywords. And what this does is it uses their company description. And
if I come into advanced, it's also using their social media description and lots of different areas where I can pull
these keywords. So, let's say e-commerce, different variations of spelling it. Ecom, online retail, online
marketplace. And now you see my list starts to get a lot smaller. Now, I'm going to stop here. Uh I I could keep
going with the keywords and use AI to try and find more keywords for the specific companies that I'm trying to
reach. But I want to get through all these filters. Buying intent, nope. Email status verify to make sure that
that's checked. Technologies, I don't really want to use. Maybe there's something that they had installed that
suggested that they cared about their media presence. For this lead list, I don't think I want to use it. And then
none of the signal stuff. So now I've built a pretty good lead list. I've got 36,000 people in the United States in
the employee range that I want with the correct job titles. We've got the company keywords or specific. Now, what
you should probably do at this point is go through these the leads that it found, the companies, the the people,
and just see if it actually found companies that are a good fit for you. So, what do these guys do? You can come
in to the company keywords, find ones that are a good fit. So, let's find an e-commerce company that's actually a
good fit and what industries that it's pulling here. Information and technology. I wonder why. Maybe because
I put online marketplace. Let's try and get rid of online marketplace and see what happens. This is why you always
need to doublech checkck your list because you never really know what it's going to give you. If you just did your
filters and you assume that you were right, this is where everybody goes wrong. You really need to go and
doublech checkck what you searched and why the companies are pulling up that are pulling up. It might be the wrong
keyword being used. Let's go ahead and stack an industry on top of this or try by industry. Another thing that you can
do here is kind of the same thing that I did earlier but with the industries that you can target. So, I want to search for
Apollo.io industry industry filter options. As you can see, they've got a whole list here.
So, I'm just going to go ahead and copy all of them. I missed accounting. And then let's go back to Grock and let's
say here are the industry filters. Apollo, find me the best one to use. Getting e-commerce companies. This is
how you use AI the right way. When you're building lead lists, when you're doing cold outreach, use it as a tool
for specific use cases. Never tell it to do a whole thing. Okay. Love this. Retail, internet, consumer goods. Let's
go ahead and use consumer goods and retail as the industries. Consumer goods, retail. So, now let's refine the
list a little bit. We've got these companies. We want to find ones that are actually a good fit. So, sculpture,
clocks, customer service, online retail. We're looking for specific keywords that our best fits have in common and
specific keywords where it may have pulled in the wrong person. So in this case like B2B, we probably want to get
rid of B2B. So we can come into advanced settings, company keywords. Instead of include keywords, I'm going to exclude
keywords. So let's go ahead and uncheck that box and exclude keywords like B2B. There's a lot of different ways to do
this. You can use keywords to to search, you can use industries, and then you can refine by excluding keywords. But just
make sure that you're doing this process. Go through your leads, make sure people are a good fit. Exclude
keywords that would pretty much exempt somebody from being a good fit. I might want to add apparel and fashion as an
additional industry. Then I'm just going through until I have a good refined list. And nine out of 10 people on this
list look like a good fit for my offer. And then once you're done, you've got this link up top. You're just going to
copy it, put it into trusted.io, and you are off to the races. Finally, to answer the age-old question of BTOC cold email,
can you sell consumer products via cold email? Maybe you're selling to homeowners. Maybe you're selling roofing
services. Maybe you're selling high ticket baby strollers. To know if somebody needs a baby stroller, I need
to know that they have a baby. So, depending on who you're trying to reach, the question you have to ask yourself or
ask an expert is, is there some sort of filter or database or way for me to know that the person that I'm emailing is in
fact a good fit for my offer? Is there something in their bio, in their profile, something public that I can
scrape and use to decide if this person is a good fit? Now, the answer is usually yes. If you know where to look,
you know what tools are at your disposal, and you've done it enough times. Over the years, I've faced some
really insane BTOC cold email campaigns. Some of them work. And to be honest with you, a lot of them don't. Uh, for the
reason that I just mentioned, you need to be specific about the person you're emailing. If you're not, you're going to
get reported as spam and your emails are not going to work long term. You need to shoot a zillion arrows to find the one
person who is a good fit. But if you can find a way to isolate the perfect leads based on some sort of public data, like
a social media bio, something that they're posting about some usually it's something on social media, then you can
make this work. And if you can't and you're just trying to email rich people to sell them financial advice and
financial services, then you can expect a ton of emails going to spam. Maybe one in 5,000 of these people actually need
your service because they're not targeted and you're not going to get good results and cold email is not going
to work. So, you need a way to target them. With that being said, there's usually a way. You'll can typically find
out if somebody's a homeowner, if they have children, their general age range. With modern tools that I'm going to be
getting into towards the advanced section, there's ways to to find this information and to contact people based
on that criteria. There's also something to be said about the cost of cold emailing versus what you stand to make
from it. So, if you have a high ticket offer and you have a targeted campaign, then it's really easy to show positive
ROI. However, if you're selling something that's $100 and you don't have good targeting, so one out of every,000
people is somewhat interested or one out of 10,000 actually buys, then there's no way you're going to be able to justify
the price of running the cold email campaigns and you're just going to piss people off. So, for that reason, I'll
usually screen these B TOC customers and figure out if there's something that we can do to make it work. So, there are
two ways to destroy your domain reputation and end up in spam hell. Now, the first way is obvious. it's getting
marked as spam. But most people never consider that this other thing can destroy your email reputation just as
fast. So, what I'm talking about here is email bounce rates. This is where your email doesn't reach its intended
destination and it bounces back. Kind of like when you kick a ball into a wall and it rebounds right into your face.
Well, to be honest, I would prefer the black eye over ending up in a spam trap. So, here's how to avoid email bouncing
for good through my multi-layer validation process. All right, email list verification and qualification.
This is also known as list cleaning, but it goes much deeper than that. Obviously, you want to make sure your
emails are valid, but I want to take it one step further and add two additional layers to make sure that you're actually
emailing the right people and that that email doesn't bounce back. This is going to massively increase your odds of
getting a positive reply rate and having a healthy campaign. So, I actually didn't make a slide to explain email
bouncing. So, what I just did is I went into Claude and I asked, "Hey, what's a simple way to explain email bouncing?"
And I really like the answer. So, I just kind of want to start here. Email bouncing is when it bounces back to you,
just like bouncing off a wall. See where I got the metaphor just now? Think of it like mailing a letter. If the address is
wrong, the postal service returns it to you. So, here are some reasons why an email can bounce. Bad address. The email
address doesn't exist. It's a full mailbox. Server problems, maybe, especially if you're not using Google or
Microsoft. Blocked content. This is a super important one that most people don't consider. For example, they'll get
a list from trustedleads.io. They'll start emailing that list. They'll even verify the list first and
then what the hell? All these emails are bouncing. Why are they bouncing? Well, the content was probably flagged as spam
or your reputation of your domains is bad and the email service provider that you are trying to reach out to the
Google or Microsoft bounced it back. They rejected the email. You could hit size limits. Uh, but those are the main
ones. I really want you to think about blocked content, though, because it's more than just email validation. They
can be blocked for other reasons and and bounce. So, there's two types of bounces, hard bounce and soft bounce.
They are what they sound like. Hard bounce a permanent failure for reasons like bad address or domain doesn't
exist. And then a soft bounce, which isn't really going to ding you, is a full mailbox or a server down. And
typically, when you get a bounce, you'll have a reason for it. So, you'll have some kind of automatic message. So, if
you're getting email bounces, you can actually log in to the mailbox that's getting the email bounces and see what
those reasons are. All right, now that you understand email bouncing, let's talk about email verification. This is
kind of the first line in defense to protect you against email bouncing. So, we already mentioned one of the main
reasons that an email bounces, a hard bounce. This is what you want to avoid because it's super avoidable, which is a
bad address. So, email verification is this a process, usually a software that pings each email to see if it's a valid
email address. And typically, you'll get outputs like good, risky, or bad. I'm going to explain what each of these mean
in just a second, but just know that you should only be sending to good emails. Remember, this stuff is hard enough as
it is. You want to give yourself the best possible chance at succeeding. To do that, you do what I say. Only email
good emails. and I'm going to show you how to get as many good emails as you possibly can. Remember, bouncing hurts
your sender reputation and you end up going to spam. So, now let's dive deeper into some of those cleaning results.
This is a chart of a email validation and you can see that there's goods, there's riskies, there unknowns, there's
bads. So, I'm actually going to pop into Million Verifier. This is kind of my first layer tool that I'll typically use
for email validation and explain each of these results instead of just reading off the slide. Let's actually go into
the tool that I use on a day-to-day basis. All right, so this is what Million Verifier looks like. The reason
that I use Million Verifier is because I validate a ton of emails and my entire team uses this. So I'm able to spend
$2,500 to get 10 million email verification credits. Comes with 2 million extra for free. So in bulk, it's
by far the most cost effective. And I can connect the APIs to everything to do all the different cool stuff that I
want, including the automation with the Apollo scraper. So it goes scrape Apollo verify with million verifier and then
get the verified file. And just to kind of hype you guys up so you can see what you'll be learning, uh, run the Apollo
scraper. It then gets the data from the Apollo scrape, uploads it to Million verifier as you can see there, and then
gets that file from Million Verifier and then sends it via email to us. It's usually whole process takes about 10
minutes. It's really an incredible workflow that I'm going to be showing you how to build. Okay, let's go into
email verification and try and understand some of these results. So, this recent list here, doctors 235, I
think it was a test list, had about 75% good, 22% risky, and 3% bad. That's actually pretty good results. Usually,
you'll see something a little bit lower than that, like 69% good, 28% risky. This one's especially bad. I don't know
what the hell happened here, but let's break down what each of these means. Good are valid existing emails. They're
safe to send to. We don't have to worry about those. We want to send to good emails. The questionable ones are risky.
And there's two different categories of risky. There's catchalls and there's unknowns. So, these are emails that our
system couldn't validate. We don't know if they're good. We don't know if they're bad because of how they're
configured. Now, I don't I don't want to go too indepth about what a catch-all is and what an unknown is cuz honestly, it
doesn't matter. The important thing to note is that you do not emails, mailboxes that are not labeled as good.
But you should know that there are ways to verify unknown and catch all emails. I'm going to be talking about those in
just a second. This becomes especially relevant if you have a small total addressable market. Maybe you only sell
to restaurants in small town Idaho and 30% of the email addresses that you have are catchall. 30 30% out of, you know,
5,000 total restaurants. That's a big problem. You really need that data. And instead of emailing that risky data, you
can actually run it through one of the tools that I'm going to show you to check if that unknown or catchall is in
fact valid. But just to break it down briefly, a catchall, the email server that you're emailing is set to accept
all mail. So it sometimes bounces back if you don't check it. And then unknown, they really couldn't tell. bads
obviously we want to avoid. Just to kind of reiterate the standard results that you'll see from an Apollo and trusted
leads export, they're not going to be 100% valid. Even if you select that verified checkbox on your filters, they
still come out around 70 to 80% valid. So those riskies are really high value data. We care about those riskies and
there's something that we can do about it. And a fun little stat here, about half of those risky emails end up being
deliverable. So, if you're like, "All right, is it even worth spending the time and effort to verify that 25% if
out of those 90% of the riskies are going to be undeliverable?" Well, that's not the case. It's actually 50%. And you
really want to email that 50% and you really want to avoid the 50% that's bad. So, I now do this on all of my
workflows. We call it catchall verification, instant catchall verification. And I'm going to show you
how to do it. This is a superpower that most cold email courses never talk about. So, use this hack to verify your
risky emails. This is especially important if you have a small TAM. You're going to hear me keep mentioning
that. I'm going to call it TAM from now on. That's your total addressable market. How many people could
potentially be good leads and clients for you? If you run a marketing agency, you have a large TAM. You can service
just about everybody. If you do something really specific for a really specific vertical, you're going to have
a much smaller TAM. This becomes more important. So, I'm not going to break down in detail how companies validate
risky emails. This is one of the classic examples that I think is fun, so probably worth showing you. So, to
demonstrate this point, let me go ahead and download this report. I'm just going to download the risky emails cuz that's
all I'm concerned about right now. And now I've got all these risky catch-alls, unknowns. And one way to check if this
is a real mailbox or not, I can go ahead and copy it, paste it into my Gmail, and see if that comes up as a real person.
If there's a face, it'll show up. If there's not a face, it'll be unknown. So, that's one way of kind of checking.
And this is also one of the methods used by a lot of the catch-all verification companies. One of the other major
methods is just data accumulation. They actually email those risky ones and we'll be able to tell you whether or not
it went through or bounced back. So, there's a couple ways that I recommend validating your risky emails. The first
way is to export them separately, kind of just like what I did in Million Verifier, and then you can upload them
to a catch-all verification tool. The catchall tool that I typically use is Findmail. It's findmail.com. Again,
discount in my software vault linked down below. And you can upload that list to find email. And it uses a combination
of tactics to tell you whether or not those risky emails are safe to send to or not safe to send to. But I don't
really like this method because it adds a big extra step in my workflow. And I don't like that. I like streamlining
things. So in order to streamline things, I actually use clay. And clay is something that we're going to be talking
about in depth in the advance section later on. So this is Clay and this is what the workflow generally looks like.
You upload the data and the first step is verify with million verifier. The second step is to validate with find
email. So I upload the data and all of this happens automatically. This is a more advanced topic that we're going to
be diving into later on. But the important thing to note here is that we're really focused on streamlining our
workflow. So you don't have to upload list into multiple places here. You only have to upload it once and then
everything else happens automatically. You should also note that in general verifying catchalls is going to be more
expensive than standard verification. So yes, you could upload your entire list to find email first and that way you
skip the whole step of million verifier. But verification credits here are significantly more expensive than
verification credits here. So I always want to start with the cheapest solution first. And most of these verification
platforms are created pretty equally and then use a specialized platform specifically for catchall verification.
Now I'll do a little honorable mention here. We're in AppSumo. So one of the exceptions to the rule of don't skimp on
software is email verification. A lot of times they all work exactly the same way. Okay. And you could grab one of
these AppSumo deals and it should work just fine. Just to kind of reiterate my recommended workflow for verification,
you're going to export your leads using my Apollo and trusted leads workflow that we just talked about. We're going
to clean with million verifier first. You're going to buy bulk credits to get your cost all the way down or within
trusted leads. You can just select verify my leads for me and it's going to give you a million verifier verified
