Back to Dashboard Week 4
The Bridge Toolkit

Your Practical
Action Kit

Outreach templates, follow-up sequences, discovery questions, objection frameworks, and a weekly action plan—everything you need to go from learning to doing.

This toolkit is designed to be used alongside the course, not after. Start using these templates as soon as you finish Week 2. Customize them. Make them yours. The structure is the gift—the words should sound like you.

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Outreach Message Templates

LinkedIn + Email in three tones: warm, direct, and confident

Not every hiring manager responds to the same energy. Some prefer warm and relational. Some want direct and efficient. Some are drawn to confidence and results. Use the tone that matches the person you're reaching out to—and that feels authentic to you.

Warm Tone

Best for: relationship-first cultures, smaller companies, hiring managers who post personal content

LinkedIn Message:

"Hi [Name], I came across your post about [topic] and it really resonated with me. I'm transitioning into B2B sales from [your background] and I've been researching companies that align with how I like to work—relationship-first, solution-oriented. I'd love to learn more about what your team is building. Would you be open to a brief conversation?"

Email Version:

"Subject: Genuinely impressed by [company]'s approach

Hi [Name],

I've been following [company]'s work in [industry/space] and I'm drawn to how your team approaches [specific thing you noticed]. I'm transitioning into B2B sales from [your background], where I spent [X years] developing [relevant skills]. I believe my experience in [specific area] would translate well to your team's approach.

Would you have 15 minutes this week for a quick conversation? I'd love to hear more about what you're looking for.

Warm regards,
[Your name]"

Direct Tone

Best for: fast-paced companies, tech/SaaS, hiring managers who value efficiency

LinkedIn Message:

"Hi [Name], I noticed [company] is growing their sales team. I'm moving into B2B sales with [X years] of [B2C/customer-facing] experience. I've done my research on your product and market—I think there's a strong fit. Are you the right person to talk to about SDR/BDR opportunities?"

Email Version:

"Subject: Sales candidate — [your name] + [company]

Hi [Name],

I'm reaching out because I've been researching [company] and I believe my background is a strong fit for your sales team. I have [X years] in [relevant experience] and I'm specifically interested in B2B because of [one honest reason].

I've attached my resume. Happy to jump on a 10-minute call if you're open to it.

Best,
[Your name]"

Confident Tone

Best for: competitive industries, companies that value initiative, roles that reward boldness

LinkedIn Message:

"Hi [Name], I'm making a deliberate move into B2B sales and [company] is at the top of my list. Here's why: [one specific reason based on research]. I bring [X years] of [experience type] and I'm the kind of person who does the work most candidates skip. I'd love 10 minutes to show you what I mean."

Email Version:

"Subject: I want to sell for [company]. Here's why.

Hi [Name],

I'm not the typical candidate and that's exactly why I'm reaching out. I come from [your background], where I built [specific skill/result]. I chose [company] specifically because [reason based on research].

I know I don't have a traditional sales resume. What I have is a track record of [specific transferable achievement] and the drive to outwork anyone you put next to me. I'd welcome 15 minutes to make my case.

Looking forward to it,
[Your name]"

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Follow-Up Sequences

Day 2 / Day 5 / Day 10 scripts that keep the conversation going without being annoying

Most people send one message and give up. That was one of my biggest early mistakes. The follow-up is where deals are made—and where most candidates disappear. These sequences give you a system so you never have to wonder "should I reach out again?"

DAY 2

The Gentle Check-In

Purpose: Stay visible without pressure. Show you're organized.

"Hi [Name], just wanted to follow up on my note from [day]. I know things get busy—no rush at all. I'm genuinely interested in learning more about [company/role] and happy to work around your schedule. Let me know if there's a better time or way to connect."

DAY 5

The Value Add

Purpose: Show initiative. Demonstrate you're already thinking about their business.

"Hi [Name], I was reading about [something relevant—industry trend, company news, a challenge their clients face] and it got me thinking about how [your skill/perspective] could add value there. I'd love to share a few thoughts if you have a few minutes this week. Either way, I appreciate your time."

DAY 10

The Graceful Close

Purpose: Give them an easy out while leaving the door open. Professional, not desperate.

"Hi [Name], I want to be respectful of your time, so this will be my last follow-up unless I hear back. I remain very interested in [company/role] and would welcome the opportunity to connect whenever the timing is right. Wishing you and the team all the best—and I'll keep an eye on what you're building."

Pro tip: This message often gets the response. People feel the door closing and suddenly find the time. Even if they don't, you've ended professionally—and they'll remember that.

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Discovery Questions Bank

Grouped by category so you always know what to ask next

The right questions don't just get information—they build trust, demonstrate expertise, and move the conversation forward. Keep these handy for calls, interviews, and outreach.

Project Scope

  • → "Can you tell me a little bit more about your project or what you're experiencing?"
  • → "What does this need to solve for your business right now?"
  • → "What have you tried before? What worked and what didn't?"
  • → "If we could solve this perfectly, what would that look like for your team?"
  • → "How does this project fit into your broader goals this quarter?"

Timeline

  • → "When are you hoping to have this in place?"
  • → "Is there a specific event or deadline driving the timeline?"
  • → "How quickly do you typically move from decision to implementation?"
  • → "Are there any approvals or steps that could affect timing?"

Budget Sensitivity

  • → "Do you have a budget range in mind for this?"
  • → "Is budget allocated or is this something we'd need to build a case for?"
  • → "What's more important to you right now—cost or speed of delivery?"
  • → "Have you invested in a solution like this before? What did that look like?"

Decision Process

  • → "Who else is involved in making this decision?"
  • → "What does your typical decision-making process look like for something like this?"
  • → "Is there anything that would prevent this from moving forward even if we're the right fit?"
  • → "Would it be helpful to have materials I can share with the rest of your team?"

Success Criteria

  • → "What does success look like for you on this project?"
  • → "How will you know this was the right choice six months from now?"
  • → "What's the biggest risk you're trying to avoid?"
  • → "Beyond solving this problem, what else would make this a win for you?"
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Objection-Handling Framework

A simple framework + example replies for the four most common objections

The A.C.E. Framework

Use this three-step structure every time you hear an objection:

A

Acknowledge

Validate what they said. Show you heard them. Never dismiss or argue.

C

Clarify

Ask a question to understand the real concern underneath the objection.

E

Explore or Exit

If you can solve it, offer a path forward. If you can't, exit gracefully and professionally.

"It's too expensive."

Acknowledge:

"I completely understand—budget is always a factor, and I want to make sure this makes sense for you."

Clarify:

"Can you help me understand what you were expecting? Is it the total investment or the structure that feels off?"

Explore:

"If we could adjust the scope or timing to fit your budget, would that be worth exploring? Or is this outside the range entirely?"

"Now isn't a good time."

Acknowledge:

"Totally fair. I appreciate you being honest about that."

Clarify:

"Is it a timing issue on the project side, or more of an internal bandwidth thing? Just want to make sure I'm understanding."

Explore:

"Would it make sense for me to check back in [specific timeframe]? I'm happy to stay on your radar without being a pest."

"We're looking at other options."

Acknowledge:

"That makes total sense—you should be comparing. I'd do the same thing."

Clarify:

"What are the main things you're weighing as you compare? I want to make sure I'm addressing what matters most to you."

Explore:

"Is there anything specific you'd want to see from us that would help you make the best decision? I'd rather help you compare clearly than just pitch harder."

"Just send me some information."

Acknowledge:

"Absolutely, I'm happy to send that over."

Clarify:

"So I can send you the most relevant info—can you tell me a little about what you're looking to solve? That way I'm not sending you a generic brochure."

Explore:

"I'll get that to you today. Would it be helpful if I followed up in a couple of days to walk through anything that stands out?"

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Weekly Action Plan

A four-week checklist designed to feel doable—even on your busiest days

You don't need to do everything at once. This plan breaks down the transition into small, weekly actions. Each week builds on the last. The goal isn't perfection—it's momentum.

Week 1: Foundation

Time estimate: 3–4 hours total across the week

Week 2: Research & Prepare

Time estimate: 3–5 hours total across the week

Week 3: Outreach

Time estimate: 4–5 hours total across the week

Week 4: Momentum

Time estimate: 4–5 hours total across the week

Remember:

This checklist isn't about checking every box perfectly. It's about building the habit of taking action—even small action—every single week. Momentum beats perfection. Done beats planned. You've already done the hardest part: you started. Now keep going.

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