Standard Operating Procedure

Club V

Free Member Edition

CLUB V — AGENCY

Outreach Methods — SMS, Cold Calling, and Social Media

This SOP covers the fundamental outreach methods to acquire clients for your AI automation business.

Each method has specific use cases, tools, and best practices that maximize your success rate.

-> Different niches require different outreach methods. Choose wisely! <-

SMS outreach is powerful for reaching local service businesses and professionals who are used to text-based communication. However, it requires careful setup and the right targeting.

Why: These niches view SMS as unprofessional. Decision-makers in these industries expect formal communication channels like email or LinkedIn.

AVOID Toll-Free Numbers (877, 888, 800, etc.):

Before launching full campaigns, you MUST warm up your phone number.

Sending too many messages too quickly will get your number flagged as spam.

Day 1-3: Send ~10-20 messages per day to different contacts

Day 4-7: Gradually increase to 50-75 messages per day

Day 8-14: Scale up to 100-150 messages per day Day 15+: Full campaigns (150-200 messages/day max for personal numbers)

If you're down, just reply YES and I'll shoot you the details."

"Hey [Name], I've got a few buyer and seller leads sitting in the pipeline. Are you able to take them right now? If you're down, just reply YES and I'll shoot you the details.

BTW, my name is Nathan — this isn't an automated message, lol."

"Hey [Name], quick question — are you handling inbound calls yourself or do you have someone booking appointments for you? (No worries, this isn't automated. This is Nathan, haha.)"

"Hey [Name], I've been setting up a system that gets [area] agents 20-30 appointments every month.

No shared leads, no wasted time — just real buyers and sellers. Here's the kicker: if it doesn't deliver, you don't pay. If you're down, reply YES."

"Quick question — are you open to taking more clients right now? I've been helping [industry] professionals fill their calendars with 15-25 appointments each month using AI. Interested?"

Follow-ups are MORE important than your initial message. Most prospects won't respond the first time — not because they're not interested, but because they're busy, forgot, or are testing your persistence.

Let me know if you want in!"

Day 30+: Long-term nurture "Hey [Name], hope all is well! Still helping agents in [area] fill their calendars.

Let me know if you ever want to chat about it."

RULE: If your automation promises to generate leads and nurture prospects, but YOU can't

follow up consistently with YOUR prospects, why would they trust you to build a system that does it?

Your follow-up game IS your credibility.

Cold calling is one of the most effective outreach methods because it allows you to have real-time, human-to-human conversations. When done correctly, it builds trust faster than any other channel.

Then immediately call them (within 10-20 seconds).

Full cold call script: https://docs.google.com/document/d/1A8Cr5qeDo1orkJL-Bays67y0dEYrv7UF2LEdxlom- qw/edit

-> "I totally understand. Most agents I talk to weren't interested at first either until they saw how it works. Can I ask — what's your biggest challenge with lead follow-up right now?"

"We already have a CRM."

-> "That's great! Most of my clients have CRMs too. This isn't a replacement — it actually automates the follow-up inside your existing CRM so you never miss a lead. Can I show you how?"

"I don't have time right now."

-> "I completely get it — that's exactly why I called. This system is built for busy agents who don't have time to manually follow up with every lead. Can we schedule 15 minutes later this week?"

"How much does it cost?"

-> "Great question. The investment depends on your specific needs, but most agents see ROI within the first month. Can we hop on a quick call so I can understand your goals and give you accurate pricing?"

"Send me an email."

-> "I can definitely do that. But I've found a 10-minute conversation is way more helpful than an email.

How about we schedule a quick call for [specific day/time]?"

REMEMBER BAMFAM: Your goal on the cold call is NOT to close the deal. Your goal is to BOOK A MEETING FROM THE MEETING. Get their email and phone number, book the appointment on Calendly, and send the meeting link immediately.

Social media outreach is highly effective for niches that actively use Instagram and TikTok to market their businesses.

Create a new Instagram or TikTok account for outreach. Start engaging with content from your target niche until your entire feed is filled with potential leads.

Don't immediately DM people with a sales pitch. Build rapport first.

Your DM should be conversational, complimentary, and lead with a question.

DO NOT immediately pitch your service.

Would you be open to a quick chat about it?"

Many businesses list their phone number, email, or website directly on their profile.

ManyChat automates Instagram and TikTok DMs. Only effective if you already have a social media presence and are receiving inbound messages.

ManyChat does NOT work for outbound outreach. It only responds to people who message you first.

If you don't track your outreach, you're flying blind. You need to know what openers work, which niches respond, how many touchpoints it takes to book a call, and where your time is best spent.

Google Sheets tracking template: https://docs.google.com/spreadsheets/d/1Mo3SmeLKsX4rJDrLlXz3Fgcy6QOJGe_BasEaA8ruXXM/edit

Accountability: Club V and the coaching team will be checking your tracking sheets regularly.

Best Niches for Email Outreach: Biotech, SaaS, Fintech, Investment Companies, Enterprise B2B

Tools: Instantly.ai, Brevo, Go High Level (GHL), Lemlist, Apollo.io Full Email Outreach Course Coming Soon.

agency growth research (AI agency outreach), and high-volume B2B outreach operators.

The mistake most beginners make: picking one channel and hoping it works. The highest-converting agency operators run what's called a "multi-channel touch sequence" where each channel reinforces the previous one.

The 5-Touch Multi-Channel Sequence for Real Estate AI Agency (per prospect):

Use one of the openers from this SOP. Goal: get a "YES" or any response.

Search for them on LinkedIn. Send a connection request with a note:

"Hey [Name] — reached out via text yesterday. Thought I'd connect here too. I help real estate agents automate their lead follow-up. Would love to connect."

Use a service like Slybroadcast to drop a voicemail without ringing their phone.

Script: "Hey [Name], this is [Your Name]. I've reached out a couple of times because I have something I think could genuinely help your business with lead follow-up. Just 10 minutes would show you everything. Would love to connect — call me back at [number] or reply to my text."

Find their Instagram (many real estate agents are active). Send the casual DM template:

"Hey, been trying to reach you — saw your profile, love what you're doing in [city] real estate.

Had a quick question about your lead follow-up process. Mind if I ask?"

The SOP teaches personalized opening lines. Here's how to do that at scale without spending hours per prospect. This is the system Top agency research team uses to run 200+ touches/day with personalization.

[CITY]: Always include their city or local area ("agents in Denver", "teams in Dallas")

[SPECIFIC DETAIL]: One piece of information you pull from their profile or listing history (e.g., "I saw you specialize in luxury condos in Buckhead" or "Noticed you just listed on [street]")

[RESULT NUMBER]: Always use a specific number, not vague ("8-12 appointments" not "more appointments")

to a real estate agent named [name] who works in [area] and recently listed a property at [address/area]. Reference a specific detail about their market or listing."

Result: Fully personalized messages at scale. Every prospect gets a message that feels like you spent 5 minutes researching them — because your automation did.

Based on data from agency operators running cold call outreach in the real estate niche:

Dials per day (personal number): 20-30 is the minimum viable floor

Dials per day (purchased number): 50-100 is standard for serious operators

Connect rate (someone picks up): 10-25% of dials (varies heavily by time of day)

Best call times for real estate agents: 9-11am and 4-6pm local time (agents are between showings)

Pitch-to-interested rate: 15-25% of people who connect will express interest

Interested-to-booked rate: 40-60% of interested prospects will agree to a longer call 25 dials x 20% connect = 5 conversations 5 conversations x 20% interest = 1 interested prospect per day 5 days x 1 = 5 interested prospects per week 5 prospects x 50% book = 2-3 calls booked per week 2-3 calls/week x 25% close = 0.5-0.75 closes per week

Monthly: 2-3 clients/month from cold calling alone at this volume

To hit 5-6 calls/week booked: use a purchased number and scale to 75-100 dials/day.

The SOP teaches the text-before-call trick. Here's an upgrade that combines three channels in a 90-second window for dramatically higher pickup rates.

Second 0: Send SMS — "Hey [Name], this is [Your Name] — about to give you a quick call.

Is now a good time? I have something that might be useful for your business."

Second 10: Immediately call their phone

Second 40 (if voicemail): Leave 15-second voicemail — "Hey [Name], this is [Your Name].

Just texted you. I have something quick to share about adding appointments to your pipeline automatically. Call me back at [number] or reply to my text."

Minute 5: If no callback, send one follow-up SMS — "No worries if busy — I'll try again tomorrow.

Wanted to share something useful about automated lead follow-up for agents in [area]."

Response rate improvement: Agencies report 2-3x higher callback and text reply rates when using this Triple Threat vs. cold calling alone.

Safe daily DM volume (new account): 20-30 DMs/day (to avoid getting flagged)

Safe daily DM volume (established account, 6+ months old): 50-80 DMs/day

Response rate (generic DM): 3-8% Response rate (compliment + question DM): 12-18% Response rate (after prior engagement — liked posts, comments): 20-30%

Expected response rate with this protocol: 25-35% — significantly above cold DM Instagram outreach best times for real estate agents: Tuesday-Thursday, 7-9am and 7-9pm local time (before and after their work day — when they're checking social media).

The tracking sheet in this SOP covers the basics. Here's the advanced layer that top agencies use to optimize their systems:

Metric 1: Channel-specific cost per booked call

Calculate: (time spent on channel per week in hours x your hourly rate) / calls booked from channel This tells you which channel is most capital-efficient for your time

Metric 2: Opener A/B test results Run 2 opener variants simultaneously (split your list 50/50)

Track response rates separately for each variant After 100 sends per variant, keep the winner and test a new challenger Iterate every 2 weeks — your opener is never "finished"

Metric 3: Follow-up touch conversion Which follow-up number (1st, 2nd, 3rd, etc.) generates the most bookings?

If your data shows most bookings come from Touch 3, front-load your follow-up calendar Most operators find Touch 2-3 generates more responses than Touch 1 — plan accordingly

Metric 4: Show-up rate by lead source Prospects who responded to SMS have different show-up rates than cold call bookings Track separately. Low show-up from a channel means better pre-call nurture is needed (e.g., send a Loom confirmation video to SMS-sourced bookings to reduce no-shows)

Metric 5: Time-to-close by channel Some channels close faster than others. If cold calls close in 1 call avg but LinkedIn takes 3 calls avg, allocate more time to cold calls when you need fast revenue.

Build these 5 metrics into your tracking sheet from Day 1. Review weekly with your coach.

The agencies that scale fastest are the ones that treat outreach like a science experiment — constant testing, constant measurement, constant iteration.

Proven agency research research across his portfolio companies shows a consistent pattern: the optimal number of follow-up touches before a prospect books or definitively declines is 5-7.

Not 2. Not 3. Five to seven.

His framework for follow-up sequencing (adapted for AI automation agency outreach):

Touch 1 (Day 1): Opening message — introduce yourself and hook with a specific outcome

Touch 2 (Day 2): Reinforce the value — "Don't want you to miss this"

Touch 3 (Day 5): Provide proof — share a metric, case study, or relevant result

Touch 4 (Day 8): New angle — reframe the offer from a different perspective (e.g., if you led with "more appointments," pivot to "less time wasted on bad leads")

Touch 5 (Day 12): Create mild urgency — "Have one spot left this month"

Touch 6 (Day 18): Breakup message — "Last time I'll reach out. No hard feelings either way."

Touch 7 (Day 45+): Long-term nurture — check back in when market conditions change or when a relevant result prompts outreach ("Just helped a [city] agent add 11 appointments last month — thought of you")

Most prospects who eventually become clients respond between Touch 3-6.

Stopping at Touch 2 abandons the majority of your potential revenue. Build this sequence into Make.com so it runs automatically — never rely on manual follow-up memory.