Effective personalization doesn't require deep research on each prospect.

It requires the right data points applied consistently.

This framework captures what you need in under 20 seconds.

The 4-Point Framework

1. Name (2 sec)

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Use their first name in the opener and once more in the body. Sounds obvious, but most people skip this or get it wrong. Pronunciation matters for voice notes.

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2. Company (5 sec)

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Reference their company by name. Mention what they're building, their market position, or a known company initiative.

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Example: "Given what you're scaling at [Company]..."

3. Job Title (5 sec)

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Tailor the pain point to their role. A VP of Sales cares about pipeline. A Head of Ops cares about efficiency. A CMO cares about attribution. Speak to their specific pressure.

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4. Industry Trend (8 sec)

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Reference a trend or challenge affecting their industry right now. This shows you understand their market.

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Example: "SaaS companies are seeing longer sales cycles this year..."

Industry Trend Examples by Vertical

SaaS/Tech Longer sales cycles, budget freezes, consolidation pressure, AI integration

E-commerce/DTC Rising CAC, attribution breakdown, inventory management, margin compression

Financial Services Compliance changes, digital adoption, fee compression, talent retention