{{Company}} & [Your Company]
Hi {{FirstName}},

I was thinking about reaching out to [Colleagues_Full_Name], your [Colleague_Job_Title], but realised that you, as {{Job_Title}}, are a better point of contact regarding this.

Are you responsible for [Responsibility] @ {{Company}}? I am asking because [Your Company] automates [Your Value Proposition] and helps {{Department}} teams to continuously hit their numbers.

Will you or [Colleagues_Full_Name] find 15 mins next week to explore it?

Otherwise, who should I be reaching out to?
Use Template
{{Company}} & [Your Company]
Hi {{FirstName}},

I was considering contacting [Colleagues_Full_Name], your [Colleague_Job_Title], but realized you, as {{Job_Title}}, might be the best person to discuss this with.

Are you the one managing [Responsibility] at {{Company}}? {{Your Company}} specializes in automating [Your Value Proposition], helping {{Department}} teams consistently meet their goals.

Could we find 15 minutes next week to explore this further?

If not, who would be the right person to speak with?
Use Template
{{Company}} & [Your Company]
Hi {{FirstName}},

I thought about reaching out to [Colleagues_Full_Name], your [Colleague_Job_Title], but I believe you, as {{Job_Title}}, would be the ideal contact for this.

Is [Responsibility] part of your role at {{Company}}? {{Your Company}} helps {{Department}} teams streamline [Your Value Proposition] to consistently achieve their targets.

Can we schedule a 15-minute call next week to discuss this?

If you’re not the right person, could you point me in the right direction?
Use Template
{{Company}} & [Your Company]
Hi {{FirstName}},

I was thinking about contacting [Colleagues_Full_Name], your [Colleague_Job_Title], but I realized you, as {{Job_Title}}, are the better person for this discussion.

Do you oversee [Responsibility] at {{Company}}? {{Your Company}} offers solutions that automate [Your Value Proposition], enabling {{Department}} teams to hit their numbers consistently.

Would you or [Colleagues_Full_Name] be available for a 15-minute call next week to explore this?

If not, could you let me know who to reach out to?
Use Template

Why it works

This template works because it shows a genuine understanding of the company's structure by initially considering a different contact before recognizing the recipient as the better fit. It acknowledges the recipient's role, directly addresses the company's needs, and clearly presents the value proposition. Additionally, it includes a polite inquiry about availability, making it easy for the recipient to respond.

When to use it

Use this template when you need to identify the right contact within a company for discussions about automating solutions that can benefit their department. It's particularly useful when you have some information about the company structure but need to confirm details and establish a connection with the appropriate person.

Who can use it

This template can be used by sales professionals, business development representatives, or any individual seeking to introduce automation solutions to potential clients. It's ideal for those who have done preliminary research on a company and need to confirm the best point of contact for further discussions.

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