Cold Outreach Intro
An example workflow to reach out to a new lead with a short, value-focused intro
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Introduce yourself and your company to a new prospect with a short, value-focused outreach message.
- Initial sales outreach
- Lead engagement
- LinkedIn connection follow-up
Fields your team can fill in
To
Add recipients
Cc
Add recipients
Bcc
Add recipients
Subject
Quick idea for company_name
Hi recipient_first_name,
I wanted to introduce myself quickly — I work with teams at fast-growing, innovative companies to help them one_liner_value_prop using PRODUCT_NAME.
If you're open to it, I'd love to set up a quick call to share more.
Best,
me::first_name
Workflow context
When to use this workflow
Use this workflow when a sales rep wants to send a short, one-to-one introduction to a prospect with a specific value proposition.
What this replaces
This replaces rewriting basic intro emails, manually changing company names, and letting reps drift away from approved positioning.
Why teams standardize this email
Outbound intros should be concise and consistent. A workflow helps reps start from approved messaging while still reviewing and personalizing the email before sending. Toggles is not a mass email tool.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts a short cold outreach intro in Outlook
- Prompts for recipient name, company name, value proposition, and sender name
- Adds a company-specific subject line
- Keeps the email as a user-initiated draft
- Allows personalization before the rep sends it
FAQ
Is Toggles a mass email platform?
No. Toggles prepares user-initiated Outlook drafts for review and sending. It is not for bulk campaign sending.
Can reps personalize the outreach?
Yes. The workflow gives a consistent starting point, and the draft is editable before sending.
Can admins standardize sales messaging?
Yes. Shared workflows help teams use approved outreach structure and positioning.
Part of a starter pack
Explore the Sales Starter Pack
Give reps a clean set of approved workflows for outreach, demo recaps, proposal delivery, documents, and next-step follow-up while keeping every send human-reviewed.
Email workflow audit
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.