How to Sell Leads to Your Clients Using Cold Emails

How to Sell Leads to Your Clients Using Cold Emails

Selling leads to clients can be a very lucrative revenue stream for your digital marketing agency. In order to offer this service to your clients, you’ll need to adopt a lead generation strategy that is easily scalable while delivering high-quality leads.


Cold emails are arguably the most effective way to generate warm leads. The problem is that, for many agencies, the majority of time and effort spent on cold emails can be tedious and ineffective.


Today, we’ll show you how cold emails can help you generate more leads and how automating the process can enable you to sell a more robust offering to your clients.


What is a cold email?


A cold email is an outreach strategy used to contact potential prospects that are not currently doing business with you. The goal is to use this initial contact to convince the prospect that they should engage in further communication to find out more about the products or services that you’re offering.


Cold emails are similar to cold calling. However, they do have many added benefits:


  • They are less disruptive to your prospect’s workflow and are a more modern form of sales communication.
  • Where you can only make one sales call at a time, cold emails can be sent out on a massive scale with the click of a button.
  • The process of finding contacts, writing catchy subject lines and emails, and sending your cold emails can all be automated. You can even automate your follow-up emails to continue re-engaging prospects with ease.

Is sending a cold email illegal?


While sending cold emails to prospects and businesses is entirely legal, there is an outlined list of rules that must be followed to remain in compliance with the Federal Trade Commission’s (FTC) CAN-SPAM act.


  1. Don’t use misleading headers in your email. The “To,” “From,” and “Reply-To” must accurately identify the person or business that sent the cold email.
  2. Don’t deceive your prospects with misleading subject lines. Subject lines must be an accurate representation of the contents of the email.
  3. Clearly state that the message is an ad. While there is a lot of leeway in how you choose to disclose it, you must clearly disclose that your email is an advertisement.
  4. Include your location in your message. You must provide the recipient with the physical postal address of your business. A street address, private mailbox with a receiving agency, or post office box registered with USPS are all acceptable options.
  5. Provide recipients with a straightforward way to opt out of future emails. Your email must include messaging that explains how recipients can opt-out of future emails from you. Provide a way for prospects to communicate their choice to you, such as an email address or another simple Internet-based option like an unsubscribe link.
  6. Honor any opt-out requests. You must honor the recipient’s opt-out request within 10 business days of receiving it.
  7. You are responsible for any emails sent on behalf of your company. In the event that a business was to hire an agency to handle their cold email marketing, they are still legally responsible for any messages that are sent on their behalf. Businesses must monitor their actions and ensure that they are in compliance with the requirements above.

How quickly can you expect to see results with cold email?


Cold email can produce results quite fast depending on your company’s industry and product or service type. It isn’t uncommon to see conversions in as little as a week of sending your first message.

Why should an agency offer cold email lead generation as a service?


Cold email is a tremendous value-add for your agency. Businesses from every industry are in need of quality leads. In many cases, they would prefer to pay for them rather than invest in creating a lead generation strategy for themselves. 


Offering lead generation services can benefit your agency in several ways:


Create a recurring revenue stream


As businesses are always in need of leads, this service enables you to create a recurring revenue stream for your agency.


Set yourself apart from the competition


Most digital marketing agencies offer the same standard PPC and SEO services, so it can be challenging to remain competitive. By offering lead generation services, you’re providing a value-add that also helps your agency stand out.


Low effort upcharge


Unlike other digital marketing services requiring heavy investments of time and resources, an automated cold email strategy requires minimal effort while bringing in an impressive amount of revenue.


Customer Retention


The greater your offering and results, the longer you will retain your clients.


Encourage agency growth


By expanding your services, you’ll be able to generate more revenue with existing clients and attract new ones as well.


Attract a broader audience


All businesses require leads, so adding lead generation to your existing list of services will enable you to engage with a greater variety of potential clients.


Improves your sales pitch


SEO and content marketing are long-term strategies that can take quite a bit of time before they can yield the desired results. On the other hand, cold email lead generation can often deliver almost instant results with impressive concrete data, making it easier to pitch to prospects.


How to sell cold email lead generation services to agency clients?


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When pitching cold email lead generation to your clients, it’s best to lead with these two main advantages:

Rapid results


Cold emails deliver results almost instantly, so you can typically provide your clients with warm leads within a week.

Easy to use


Unlike other marketing services, a cold email generation campaign is almost entirely hands-off for your clients. Once they’ve provided you with an email account to send the emails from, all they’ll need to do is approve your contact list and email sequence.

Tips for success with cold email lead generation


Here are some agency-tested tips to ensure that your cold email lead generation campaigns are successful in attaining the desired results:


Avoid sounding like a template


We recommend writing your emails in a friendly tone that you’d use to communicate with a friend or colleague. While templates are an effective way to send an optimized message to hundreds of potential customers, you want to make sure that your email doesn’t sound like all of the other cold emails sitting in the prospect’s inbox.


Personalization is key


When it comes to cold email lead generation, personalization is king. Businesses can handle a certain degree of mass lead generation, but if you send out mass emails without any real personalization, your messages may end up in the spam folder.


Take the time to add some degrees of personalization to your emails beyond using a {{first_name}} custom snippet. This will help the recipient feel like they aren’t 1 out of 100 people to have received the same email.


Improve open rates with catchy subject lines


Generating a strong open rate is key to successfully converting leads from cold email campaigns. Avoid lengthy or vague subject lines that don’t convey what you’re offering and come off as spammy. Instead, use an eye-catching subject line that’s around 41 characters or 7 words to increase your open rate.


Have a clear purpose


Your cold email should have a clear purpose that is apparent to the recipient upon opening it.


To create a compelling email message, consider answering the following questions:


  • Why are you reaching out?
  • What is the purpose of your email?
  • What problem are you looking to solve?
  • What do you need your prospect to do next (call you on the phone or email back for more info)?


Experiment with split testing


When developing your email sequences and templates, you’re going to have a lot of great copy ideas to choose from. With a/b split testing, you can experiment with a variety of different copy tactics to see which subject lines get better open rates and which variations of your email copy result in more click-throughs and conversions. You can use this data to continue making slight variations to your sequences and templates until you find the best copy to achieve the optimal results.


Why automating your cold email strategy is so powerful


Throughout this article, we’ve shared just how beneficial the use of cold email lead generation can be for agencies and their clients. It’s an effective tool that can yield even more outstanding results when you leverage the power of AI to automate the more consuming tasks.


Through automation, you can take the hours spent doing the following tasks and turn them around in a matter of minutes:


  • Uncovering detailed prospecting data.
  • Mass email personalization.
  • Email sequence and template creation.
  • Discover the best time to send your sequences.
  • Creating engaging icebreakers that help you connect with your prospect.
  • Send hundreds of emails to your contact list.


Automation and AI can help you streamline and optimize your workflow, so your lead generation efforts are not only scalable but also more effective.




Cold email lead generation is a hugely impactful sales tool for your agency. You can use it to increase your list of services and drive recurring revenue to your business. By fine-tuning your approach and leveraging the power of AI, you can generate more leads and conversions for your business and your clients. With the help of the latest sales technology you can run an almost fully automated lead generation agency in no-time.

AI-Generated Cold Email Intros

Personalize cold emails without the hard work

Full Lemlist Review: Is Lemlist Worth the Hype?

Full Lemlist Review: Is Lemlist Worth the Hype?

Read our Lemlist review and see what other professionals have to say, learn about pricing, popular features, and discover all current integrations. Not sure if Lemlist is the right fit for you? Read our other sales tools reviews to learn more about what’s out there.


Writing cold emails has always been a dreadful task. The idea that the receiver does not open the email, or worse, the email goes into spam, scares many people. But, what if we tell you that there is a solution to this age-old problem?


Lemlist is the ultimate answer to all your cold email-related queries. This platform helps you create personalized cold emails in no time. No wonder why every sales team and lead gen agency is using Lemlist today. In this post, we will investigate if Lemlist is worth the hype or not.


Lemlist Review: Customized Automation is the Future


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Whenever you hear the word “automation,” what is the first thing that comes to your mind? A standardized mechanical procedure, void of any personal touch? It makes sense if that’s your answer, but what if we tell you there is a way to customize automated content.


Lemlist allows its users to send automated customized cold emails. These automated emails are tailored specifically to each receiver, therefore, decreasing the chances of the email ending up in spam. 


Don’t have the time to reply to emails? Not to worry! Lemlist has got you covered. Through Lemlist, you can automate follow-ups catering specifically to any given email. From email marketing to sales campaigns, Lemlist aims to provide you with the necessary tools and services to be successful in your sales and telemarketing campaigns.


Lemlist Review – Main Features


  • Lemwarm: Increase the reach of your email marketing through personalized emails generated automatically. Lemwarm allows you to interact with other Lemlist users through customized emails and automatically replies to them for you.
  • Personalized Content: Create a stronger bond with your audience with the help of customized content. Lemlist allows you to personalize pictures, videos, and even landing pages to make your audience feel special.
  • Automated Follow-up: Automatically reply to clients without losing any human touch. The follow-up messages can be personalized as to what is written in them to the delay between each text displayed to the client.
  • Liquid Syntax: Segment your targeted audience into different groups and send customized content accordingly. This feature will help you in creating a better connection with your audience.
  • CRM Integration: Optimize your CRM software and improve existing relationships. Lemlist allows you to easily integrate with the leading CRM software such as Salesforce, Hubspot, and Axonaut. 
  • Web extension: Want to integrate Lemlist into your LinkedIn account? No problem! You can install Lemlist’s Google Chrome Extension and let Lemlist handle the rest for you.


Lemlist Review – Integrations


Lemlist smoothly integrates with these business tools:


  • CRM’S: Salesforce, Hubspot, Pipedrive, and Axonaut.
  • B2B Lead Generation Tools: Drop Contract, Uplead, LeadFuze, Bouncer, DeBounce, and Leadcamp.
  • Growth Tools: Phantombuster, Albacross, Aircall, Droyd, Pabbly Connect, and Salesmsg.
  • Business Communication Tool: Slack.
  • Automation Tool: Zapier.


You can connect Lemlist with Slack, Google Drive, Facebook Ads, LinkedIn Ads, ClickFunnels, Asana, Trello, and many more apps via Zapier. 


There are two supported triggers and twelve supported actions listed on Zapier. These supported triggers and actions revolve around activity tracking; therefore, keeping you up to date with the latest activity revolving around your targeted audience.


Lemlist Zapier Integration


Lemlist Review and Integrations




  • New Activity: This trigger will inform you about any recent activity that has occurred. It can either be a notification that an email has been sent or that someone has viewed your LinkedIn recently.
  • Unsubscribed Recipient: Informs you about any recipient who unsubscribes from your email subscription list. This information can help you understand how effective your email marketing is in retaining existing clients.




  • Mark a lead from all campaigns as interested: This action will allow you to mark the target audience for all the selected campaigns. It will enable you to send emails and interact with the desired audience, resulting in a more effective sales campaign.
  • Mark a lead from one campaign as interested: Results are the same as the one stated before; the only difference is that this action allows you to select a target audience for one selected campaign.
  • Add a lead to a campaign: This action enables you to add a target audience to any campaign. 
  • Pause lead from all campaigns: This feature allows you to pause interactions with the target audience in all campaigns.
  • Resume a lead from all campaigns: Results in undoing the action stated previously.
  • Remove a lead from a campaign: This feature allows you to remove any target audience from a campaign. This action gives you the chance to fix any error made while previously selecting a target audience.
  • Remove a lead from unsubscribe: Helps in bringing back a lead that was previously placed in the unsubscribed list.
  • Stop emailing a lead in a campaign: This gives you the right to stop sending emails to any given target audience in a campaign.
  • Add recipient to unsubscribe list: This action helps you place unresponsive recipients to the unsubscribed list.
  • Update lead from a campaign: It will allow you to make additions to any campaign’s previously selected target audience.
  • Search lead: This action gives you the liberty of searching up any target audience of a campaign.
  • Find or create a lead: Helps in identifying the target audience of any given campaign.


You can always visit the Lemlist Zapier listing page to get additional information about the supported triggers and actions.


Lemlist Review – Pricing


Lemlist offers monthly and yearly installments. If you are confused about whether you should invest in Lemlist or not, you can always try out their 14-day free trial.


Lemlist Pricing


If you decide to invest in Lemlist, here are the following options you can choose from:


Email Warm-up


  • Monthly payment: $29/ per month
  • Annual payment: $25/ per month
  • Features: Automated customized cold emails to all Lemlist users. The customization ensures that the email is relevant to the receiver and decreases the email’s chances of ending up in spam.


Email Outreach


  • Monthly payment: $59/ per user per month
  • Annual payment: $50/ per user per month
  • Features: This allows you to run large-scale personalized cold email campaigns and offers all features mentioned in the “Email Warm-up.”


Sales Engagement


  • Monthly payment: $99/ per user per month
  • Annual payment: $83/ per user per month
  • Features: Helps you to run successful sales campaigns through cold emails, cold calls, and an integrated LinkedIn workflow. It also offers all features mentioned in “Email Outreach.”


The price of the services offered by Lemlist shows how they are willing to cater to any business, from small-scale businesses to large corporations. If you are a small-scale business looking to increase your customer base, the “Email Warm-up” option is the best option for you.


However, if you are running a large corporation, you should look into the “Sales Engagement” option, as that will help you in optimizing your next sales campaign.


G2 Score


Lemlist has a 4.5-star rating on, from 85 reviews. The Lemlist User Rating breakdown is like this:


  • Ease of Use: 8.9
  • Quality of Support: 8.7
  • Ease of Setup: 9.9
  • Ease of Admin:9.5
  • Quality of Support: 6.7
  • Ease of Doing Business With: 9.5


Let’s see what some people at G2 have to say about Lemlist.


Positive Lemlist Review

“Top of the List Email Marketing Solution”

“Lemlist helped me to send cold emails and generate leads.”

“Best cheap alternative to HubSpot”


Negative Lemlist Review

“Terrible Customer Service, Extremely Unprofessional”

“Buggy software, poor UI, worse customer support”

“Awful customer service, clunky UI.”


Capterra Score

The star rating for Lemlist on Capterra is 4.6 from 326 user reviews. The reviews breakdown is as follows:


  • Overall: 4.6
  • Ease of Use: 4.5
  • Customer Service: 4.7
  • Features: 4.0
  • Value for Money: 4.0


Here’s what Capterra had to say about Lemlist.


Positive Lemlist Review

“Lemlist is a super powerful SAAS application which can skyrocket our overall cold emailing and outreach.”

“Fantastic outreach tool with the power of personalized images”

“Perfect tool to make a personalized drip campaign that is sent from your email address”


Negative Lemlist Review

“Decent product, horrible customer service”

“Poor customer service, UI clunky and unintuitive”

“The fee for their basic version is now $49/person, not $29. Poor customer service – However, I’ve had several experiences with customer service that was not ideal.”


Alternatives to Lemlist


It would be wrong to say that Lemlist is the only software with such features. Alternatives to Lemlist offer more or less the same features at different price points. 


But why should one know about these options? Simple! One needs to know about the other options to make the best decision. Here are some good alternatives to Lemlis


  • Reply: A sales engagement platform that automates sales conversation at every level of the sales process.
  • Mixmax: An email tracking and marketing tool used to monitor the performance of an email marketing campaign.
  • Outreach: A user-friendly sales automation software.
  • Yesware: Another email tracking tool with a CRM integration to the top CRM software such as Salesforce.
  • Salesloft: One of the leading sales engagement platforms to help you develop the best sales strategy.
  • A database that helps entrepreneurs and business teams analyze and improve their growth-based strategies.
  • ActiveCampaign: Marketing automation software aimed at small to mid-sized businesses.
  • Zoho CRM: A CRM software that brings sales, marketing, and customer support activity under one roof.


In Summary


Is Lemlist worth the hype? The answer to this question depends on you.


Most of the praise surrounding Lemlist revolves around how the software allows its users to send customized cold emails in bulk with the help of automation. The software also allows its users to create effective email marketing and sales campaigns in no time.


However, the downside of the software is its customer service. It seems to be the common theme in all of the negative reviews given to Lemlist. 


If good customer service is something that you prioritize on, then maybe Lemlist is not the best fit for you. But, if you are ready to look past this minor flaw, Lemlist seems to be one of the best cold email outreach software available in the market today.

AI-Generated Cold Email Intros

Personalize cold emails without the hard work

Full Woodpecker Review and Pricing (2022 Update)

Full Woodpecker Review and Pricing (2022 Update)

Read our Woodpecker review and see what other professionals have to say, learn about pricing, popular features, and discover all current integrations. Not sure if is the right fit for you? Read our other sales tools reviews to learn more about what’s out there. Full Review


A cold email is a type of correspondence where you have never interacted with the recipient before. It is similar to a cold call, except that it is far less intrusive. Prospects can review your email at any time and contact you when it is convenient for them. Not to mention, it saves you a lot of time. 


The only responses you’ll get are from genuine prospects, barring a few who don’t respond. In other words, most of your valuable time will be spent with prospects who show a willingness to buy. This brings us to Woodpecker, a cold email automating tool.


What is


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Woodpecker is a tool for automating email marketing and follow-up campaigns. It provides B2B companies with an intuitive way to connect with potential customers and partners – and keep the conversation going. Emails can be sent from both Gmail and Outlook using this amazing email marketing automation tool. Generally speaking, Woodpecker is used by businesses today to track, personalize, and automate outbound sales campaigns.


The tool enables users to reach out across channels more effectively with LinkedIn manual tasks and Woodpecker Calls, a feature that allows Android users to schedule and track calls directly from their phones. It’s like having an assistant that starts conversations and builds B2B relationships for you. Professionals in sales, lead generation, and recruitment can spend more time focusing on the human aspect of the task.


When it comes to cold email campaigns, the goal is to receive a response and Woodpecker makes the process extremely simple.


Woodpecker Review – Main Features


There are a lot of great features in Woodpecker’s cold email service. In this Woodpecker review we’ll take a look at the main ones, which can be found below.


Automate the Follow-up Process


You can use Woodpecker to automatically follow-up within a thread. By doing this, you ensure your prospects have all the context they need; if they didn’t open your email, they can browse the thread and understand what you’re saying. Moreover, Woodpecker lets you set the delivery times for your campaign emails within a preferred time zone.



Several personalization options are available in Woodpecker, including company name, first name, and whatever custom field you select. With Woodpecker, you can create up to seven follow-up campaigns. Each follow-up will be sent at a time interval you set. For instance, in the event your prospect does not respond to your first email, your second can be scheduled to go out three days later.


Within seconds, you can integrate your Gmail, Outlook, or any IMAP account with Woodpecker. Using as many email addresses as you want and setting aliases is ideal for large teams that need to contact prospects repeatedly.


Your messages will be sent automatically once you have set everything up. Emails are sent with irregular frequency because of Woodpecker’s email throttling algorithm, which reduces your domain’s chances of being blocked by anti-spam filters. In addition to personalization, you can also merge information from your contact base into your template through custom fields and snippets. The information can be imported from your CRM as well, making emails feel more personal and unique.



Security is a top priority for Woodpecker. Duplicates are eliminated as a first step in keeping your email secure. It doesn’t matter if you import your contacts manually, via CSV, or by syncing them with another application, as duplicates from your cold email prospect list are automatically detected and removed by Woodpecker.


Furthermore, non-existing addresses are avoided. You won’t be able to send your email to a doubtful address if there is a chance of a hard bounce. Simply keeping yourself from being blacklisted due to too many bounced emails is worth the price. Furthermore, you will be prevented from resending the same message to the same recipient, which saves a lot of embarrassment.

Tracking and Stats


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Tracking of open rates provides information about how many people open your emails and when they are most likely to be opened.


Monitoring the response rate lets you see how many people are replying to your messages, so you can make improvements to your copy to get more responses.


A pretty cool feature from Woodpecker lets you see how many responses were positive, and then you can mark the replies as either interested, maybe later, or not interested. It will then be easier to gauge the overall effectiveness of any particular cold email campaign.


You can measure the click-through rates for your links with Woodpecker of any link included in your document. Now it’s easier to manage your bounce rate by controlling your invalid emails. This way, you can make sure your domain always has a good reputation by knowing how many of your emails bounced.


It is important to know these stats to grow an email campaign because you can test different lists, messages, subject lines, etc. to determine which ones perform the best.


Woodpecker Review – Integrations


Woodpecker integrates with the following business tools:


CRMs: Pipedrive, HubSpot, Salesforce, Close

Prospecting Tools: UpLead, LeadFuze, Leadpresso, Nerd Wise, Hunter

Multichannel: LinkedIn, Twitter, Dux-soup, salesmsg

Mailbox: SendGrid, Mailgun, Google, Exchange, Office 365

Webinars: Zoom, demio, GoToWebinar, join me, ClickMeeting

Productivity: Sheets, Calendly, LiveChat, Slack, Intercom

Plugins: WordPress

API Aggregators: Zapier, Piesync, Leadsbridge, Integromat, Integratedly


Zapier Integrations

Through Zapier, you can pair Woodpecker with CRMs, communicators, Google Sheets, Contacts, and other applications like Salesforce, HubSpot,, Zoom, Pipedrive, Zoho, and many more. Zapier Integration


Woodpecker Zapier Integration


Woodpecker Review – Pricing


For only $40 per month, per seat, Woodpecker is a very reasonable option. When you pay yearly, it only costs $33 per month. Considering that you get statistics you can use to improve your cold email campaigns over time along with automated emails, this is an incredibly attractive deal.


More email inboxes (or “seats”) can be added to the account at an additional cost. You will pay $80 per month if you have two email boxes integrated into one account and sent from two different email addresses. In other words, the $40 per month (or $33 per month if you pay yearly) plan will work well if all you need is something basic.


Woodpecker Review and Pricing


The 14-day free trial is offered by Woodpecker, so you can test it out and determine if you like it or not. Upon expiration of your free trial, all campaigns will be paused (not deleted, fortunately) until you choose a pricing plan, and you still have access to all of your campaigns and statistics.


Best of all, you do not even have to provide your credit card information, which makes signing up for the free trial much simpler. There is no long-term commitment or contract. All you have to do is pay as you go and cancel whenever you like. Your account can also be upgraded or downgraded at any time.


G2 Score


Woodpecker has a 4.4-star rating on from 35 reviews. The Woodpecker User Ratings are broken down into:


Ease of Use: 8.7

Quality of Support: 8.2

Ease of Setup: 8.5


In addition, the other product features score highly, including 88% for its open rates tracking and 82% for link activity. Email platform integration proves a winner with G2 reviewers, scoring a whopping 92%. Email scheduling stands at 91%. Notification features come at 85%, while email categorization and templates score 80% and 87%, respectively.


Here’s what some Woodpecker users had to say on the G2 site:


Positive Woodpecker Reviews 


“Woodpecker not only automates my messaging but also gives a possibility to customize the first message for one particular prospect. As a result, even though my campaigns are automated, they still have a personal touch.”

“It is a super user-friendly platform to use and it does whatever it is supposed to do. EMAILING, be it from a sales or marketing perspective.”

“I liked the email campaign scenarios where you could build the flow of your email campaign based on the recipient’s behavior. I also like that the emails sent from Woodpecker are stored in my mail account, so I can later find them with the search if needed.”


Negative Woodpecker Reviews 


“Pricing is a bit on the higher side compared to other tools.”

“There are some things that are more complicated than necessary – for instance, it would be nice to have a button that would make the settings the same in all emails in one campaign, but you currently have to change everything manually.”

“Reporting analytics could go into more depth in relation to lead scoring.”


Capterra Score


The star rating for Woodpecker on Capterra is 4.8 from 19 user reviews. The reviews breakdown is as follows:


Overall: 4.8/5

Ease of Use: 4.8/5

Customer Service: 4.6/5


Here is what Capterra reviewers reported. 


Positive Woodpecker Reviews 


“Easy to use interface, great customer support, newsletter with helpful tips and tricks. Uploading contacts is very easy.”

“Everything is so easy to upload and track when it comes to sequencing emails. I love that it’s also easy to edit and make changes.”

“We have also found that their support is really great and when we have had questions about the platform, we have always received the support we need as an organization.”


Negative Woodpecker Reviews 


“To change the order of a sequence, I have to copy/paste the email between fields. Why can’t I just drag and drop – or anything other than copy/paste?”

“I would say the analytics may be the downside of Woodpecker. First, they are not very thorough but they also lack precision and fidelity compared to other software I have been able to test.”

“The major downside to Woodpecker is the lack of two very important features for email marketing: 1) A/B testing in order to find which variation of an email gets the best conversions 2) No easy way to do opt-out links; the current solution feels clunky and like an afterthought.”


Woodpecker Competitors


Some of the alternatives to Woodpecker are Reply, Klenty, Kartra, Oliverlist, GMass, Salesloft, and HubSpot.




Reviewers love Woodpecker, many of them have been loyal users for years, praising its simple interface and ease of use. It does extremely well compared to its competitors. In terms of cold email automation, it has a high number of professional users and a large number of online reviews, suggesting it is a great choice.


Enjoyed this Woodpecker review? Share the love!

AI-Generated Cold Email Intros

Personalize cold emails without the hard work

Full Mailshake Review and Pricing (2022 Update)

Full Mailshake Review and Pricing (2022 Update)

Read our Mailshake review and see what other professionals have to say, learn about pricing, popular features, and discover all current integrations. Not sure if Mailshake is the right fit for you? Read our other sales tools reviews to learn more about what’s out there.

Mailshake Full Review


Some might call Mailshake an email automation tool, but the truth is, it’s a lot more than that. It’s a full sales engagement platform that allows sales and marketing teams to create and automate a variety of pipelines and funnels to qualify, nurture and eventually, convert their top prospects. 


There are a lot of tools that do some of those things, but not that many that combine them all – and then some. Even fewer that do it well. So how does Mailshake stack up? We’ve got a full Mailshake review, so you can see for yourself. 


Mailshake Review – Main Features


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Mailshake aims to be somewhat of a Swiss army knife of modern day marketing. Which means that it takes a lot of the most important features businesses need to successfully automate and manage their marketing pipeline and combines them into one easy to navigate system. So far so good. We like a lot of features, and we like easy to use even more. 


In the case of Mailshake, those features include:

Prospecting and Outreach


Prospecting and outreach are one of the most time consuming parts of the marketing process. They’re also the basis on which everything else is built. This is why Mailshake has built tools to speed up prospecting and make initial outreach easier, personalized and compliant – because there’s still the ever present threat of spam penalties looming! 

Tracking and Measuring 


We all know that the best marketing plans are built on S.M.A.R.T. goals, so it only makes sense that a comprehensive marketing tool like Mailshake has built tracking and measuring right into their platform. Once you’ve sent out your emails, you can review bounces, unsubscribes, clicks and more. 


Lead Management


Usually, you’d need to use a CRM to manage your leads as they progress through the sales process, but Mailshake has built that in too. You can even reply to contact requests without leaving the platform, which is another great timesaver. 


VOIP for Cold Calling


Yes. We all hate cold calling. Yes. Everyone says cold calling is dead. It’s not though, and that’s why Mailshake has built tools for that part of the process into their platform. You can access client data, create call notes right in the platform and even use the built in VOIP platform to choose the right area code to call from. Tres impressive! 


Social Media Integration


You know when they say you need to “be where your prospects are?” Well, they’re probably on social media, and that’s probably LinkedIn. So Mailshake has built easy back and forth LinkedIn functionality into their system. 


Full Email Automation


Of course, at its heart, Mailshake is a really advanced, really expanded mail automation tool. So, it stands to reason that it has the full A to Z of everything you could want to automate every marketing email you could ever want to send, built right in. 


Support and Training


So many great platforms build amazing features, but then forget to tell you how they work. Mailshake has a full suite of support and training options and features, so you can get help whenever you need help figuring something out. 


Mailshake Review – Integrations


These days, even the best platforms are only as strong as their integrations. We don’t want to have to do things manually, so the more things any tool can do for us, the better. Fortunately, Mailshake has been paying attention, and they’ve got some great integrations built in, including:


  • Salesforce, Salesflare, Copper, AgileCRM, Pipedrive, Freshsales, WhatConverts, Nimble, Salesmate, Zoho and Hubspot CRMs
  • All the big email platforms, including Outlook and Gmail
  • Calendly, Acuity Scheduling and Schedule Once to manage your schedule
  • Call Loop and Twilio if you would prefer to use your own call and text services
  • LinkedIn and Facebook for marketing and prospecting
  • Drift, Crisp, Slack and LiveAgent for chat messaging
  • Vidyard for video
  • Dialpad
  • Google Workspace
  • SMTP
  • Integrately connector


Mailshake also integrates with Zapier, with a large number of popular workflow options, and the following triggers: 


Mailshake Zapier Integration

Mailshake Review – Pricing


Mailshake offers per user pricing, so you can add as many team members as you need to your plan. There are monthly and annual pricing options. If you choose an annual plan, you will automatically get a 25% discount, which is fairly substantial if you’re sure you’re going to use it for a year, and you want to make an upfront investment. 


There are two pricing tiers: an Email Outreach option, with fewer features, and all the bells and whistles with the Sales Engagement plan. The former will cost you $59 per user per month if you sign up monthly, and the latter will cost $99 per user per month for a monthly subscription. 


It is worth noting that the total annual savings for these plans are $180 and $288, so if you can sign up for a full year, you can save a significant amount on your subscription. 


Each user can add one email account to your Mailshake account, so they can send all their emails and correspondence from their own email account for a personal touch. 


Mailshake Pricing

Mailshake Review – G2 Score: What do people say?


Mailshake has a 4.7 star rating on G2, and the vast majority of their reviews are five stars – so that’s a good indication that they are doing something right. Some of their reviews include:


“Excellent software. Even better team behind it.”


What do you like best?

I love the simplicity of the platform. It is very easy to use, even though there are a myriad and growing number of functions. Split testing is the best, as it is not available as effectively in most any other cold email platforms. In addition, there support team is spectacular and very knowledgeable and open to assisting you on your campaigns.


What do you dislike?

The only thing I don’t like is when you have a winning split test it is hard to set it as the winning one from my understanding, although I know it is tough depending on where a lead is in the process. I’m hoping for some sort of solution for this soon. 


“Quick To Set Up Easy To Use”


What do you like best?

The ease of use when it comes to creating sequences and adding prospects to the system.


What do you dislike?

There is not a single thing I dislike about Mailshake 


“Easy to send emails – just what we need. “


What do you like best?

I love how simple everything is. Mailshake is to the point, clean and efficient. It saves me time and helps me organize my many many emails.


What do you dislike?

It would be nice if there was instant customer support – but I really haven’t had to use it… 


“Automation tool that doesn’t automate process”


What do you like best?

Only good thing is that it is not hard to use


What do you dislike?

I use Mailshake for emailing and my experience with it is terrible. First, it is breaking all campaigns (even scheduled), second out of office reply is counted as potential lead so it doesn’t send follow-ups to those people. Third thing is that email doesn’t work, just form that I dug somewhere but that is not the end. On my question why it breaks initial campaign and information that their email is not working I got an answer ‘can you tell me when you wrote us since we want to ensure that we answer….’ typical support answer but without reply on my problem. I wrote a couple of time since then and I am waiting for 20 days, no answer. So, an automatic tool that doesn’t automate a process and without support. I would never go into such an adventure again. Paying for nothing, it doesn\t worth even a penny. 


“Was Great Until They Got Their 5* Review Off Me and Never Got Back To Me”


What do you like best?

It’s affordable and easy to set up – really enjoy using it!

Also helps me automate a lot of my work and is like having your own employee.

Main feature is how straight-forward it is.


What do you dislike?

Support is shocking.

As soon as they told me I was getting $50 for a review, I notified them the review was made and they never got back to me.

My emails have been down, and I’ve sent them constant emails asking to fix it and they’ve still not got back to me 5 days later. 


“Still learning the tool, but mail campaigns coming together”


What do you like best?

Sending out 2000 emails with drip, tracking, and follow up working well


What do you dislike?

I wish the ability to see all clients was easier without having to constantly click the show more button – have an option to open all leads on a campaign 

Also wish you could search a name without having to open each a campaign 


Mailshake Review – Capterra Score: What do people say?


Mailshake has 4.7 on Capterra too, off a total of 92 reviews, so their platform is well received there too. 


Great tool for personalized email outreach!


5 months ago 


Comments: On top of the above-mentioned points, their content and events are highly recommended. I’ve bookmarked several of their blog posts and regularly revisit them to improve my email campaigns. 



Extremely easy to implement and start a campaign. Had a great experience with their sales rep, from scheduling a demo to offering a limited period trial to finalizing the plan. The tool is super helpful and appealing to use – loved the UI!



No major complaints. Though they have dedicated web pages to compare Mailshake with, Salesloft, Mixmax, etc., I honestly don’t know where they perform better. A detailed comparison can help prospects decide to better & migrate from these tools if needed.


Simple, affordable, highly effective email marketing software


5 years ago 



I love that I can easily duplicate and send emails to large lists without overcomplicating things, and also send using Gmail aliases. Mailshake allows me to personalize emails for myself and other individuals on my team, and track responses, with simple rules to avoid a spammy feeling. Our open rates are through the roof, and emails are sent successfully. I also really appreciate the alerts when I am sending to new lists, to avoid sending to people who may already be in another email drip or have previously unsubscribed or converted.



I honestly can’t think of anything. I wish all software worked this well and as easily.




5 years ago 


Comments: I’m not exaggerating that the money we spent last year on Mailshake that we have 100X our return on investment. I highly recommend their email marketing solution. 



Mailshake is easy to use! I love the fact that there is very little learning curve. You can upload your list and start a campaign in minutes. I will say that this was single handedly the best purchase of all the software we purchased last year.



I have nothing bad to say. They are great from the software to support. I love their software!


Lame customer support


1 year ago 



It can help you to automate email campaigns to a certain extent, it does send faster than if you would do it manually, it keeps track of follow ups.



Customer support does not respond to your queries, not even after a month, if email replies ‘out of office’ is in another language besides English, it counts the email as a valid reply, if you schedule initial campaign on the specific date, it does not send it entirely on that day yet breaks it into several batches thus disrupt you next follow ups (instead of after 3 days, you end up with a follow up sent the following day) etc.

Making bulk emails easier


2 years ago 



It is easier to send emails to a lot of people and automatizes your emailing job. Zou can set up timing of your campaign, so you don’t have to be at job when it sends your emails.



It doesn’t stop emails from people when they write from different email address and it recognizes out of office msg as a reply, so doesn’t send follow-ups which creates a lot of extra work, that should be automatized with Mailshake.


Overall, a decent tool – with major drawbacks in my experience


3 years ago 



I like the simplicity of the tool – Highly intuitive to use and will save major time for bulk sending emails.



For weeks, we’ve had deliverability issues and had to juggle between G-Suite support and Mailshake. At the end it was a combination of errors that led to our emails landing in spam folders.


Mailshake Review – Main competitors


There are a lot of email and marketing automation tools out there, so Mailshake has plenty of competition. Some of the top contenders are:


AI-Generated Cold Email Intros

Personalize cold emails without the hard work

Intent Data: What It Is and How to Use It in Sales

Intent Data: What It Is and How to Use It in Sales

What is intent data?


Intent data, simply put, is data collected to help predict someone’s intent, whether it’s intent to buy a product or service or do something else entirely. In business terms, it’s a way to generate promising leads. When you’re attempting to sell a product, you don’t just target anyone. You target those who have already displayed interest in the product through their web usage.


Using buyer intent data, you can narrow that field even more. If the data shows that a firm is researching anti-virus software, that “intent data” would be very valuable to companies that sell anti-virus software because it’s a sale waiting to happen. Likewise, if your company specializes in IT services, you’ll want to pitch to a company that’s specifically looking for IT services.


If you’re selling a product or service and you don’t have any leads, you’re forced to cast a very wide net. You’re then doomed to waste a lot of time pitching to clients that just aren’t interested. If you have leads, the net you have to cast shrinks. With highly qualified leads, it shrinks even more. That’s what intent data provides. It reduces the number of possible clients, leaving a bigger percentage of probable clients.


How to use Intent Data


Intent data works by giving you a peek into a potential client’s web usage. By looking at what someone does on the web, the companies that gather this data can learn about that person’s interest. They’ll take into consideration their content consumption, such as what websites they go to and what pages they read. From that point, it’s just a matter of putting that information together into a coherent picture.


If a web user frequently visits a certain website, it’s safe to assume that they’re interested in whatever topic that website covers. If they specifically read articles covering a niche aspect of that topic, then their interests become even clearer.


Researching the person is just as important as researching their interests. This is because if the person is employed by a certain company, their web usage could shed light on the company’s intentions. Once you identify someone’s employer, you could shift your focus to other employees and their usage. If multiple employees are showing interest in the same thing – accounting software, for interest – it could indicate that the company they work for is looking to adopt new accounting software.


You could make the argument that these people could find their way to you eventually. After all, you are selling the product that they’re interested in. However, solid intent data can help you identify buyer interest while they’re still in the research phase, giving you a definite advantage over the competition. It also allows you to swoop in there and close the deal before they decide to go in a different direction.


Another major benefit of intent data is it allows you to tailor your product or service to the potential client. Instead of them coming to you and you trying to modify your product to fit their needs, you’re coming to them with something that already addresses every need that they have.


Of course, any hard work outlined above doesn’t apply to you, because you’re simply purchasing the intentdata after someone else has already compiled all of it.


How is it gathered?


Mentioned briefly above, content consumption is at the heart of intent data. Third-party vendors, the ones you’ll be purchasing the data from, are constantly collecting and cataloging the online research done by a myriad of companies. That data is then compiled and a baseline is determined to show how often, on average, a company reads up on a certain subject. 


Thanks to the baseline, these vendors can now see when interest in a certain topic spikes. That spike likely indicates that a company is showing special interest in that topic, and if it’s a topic that relates to a certain product or service, it could indicate an intent to purchase.


YouTube video


A lot of different metrics factor into these baselines, including how long is spent on a page, how many individual consumers visited the page, and even how quickly they scrolled through. The amount of content consumed, such as videos being watched, is also tracked.


There are other, more straightforward means of collecting intentdata, too. For example, if you have a social media ad in place, anyone who clicks on that ad is ostensibly interested in what you’re selling. Likewise, anyone who subscribes to a newsletter that you offer, or one that’s relevant to your product or service, is probably interested in what you’re selling. This lead data is just as valuable, though it’s not as proactive and is similar to waiting for the client to come to you.


What types of intent data are there?


There are two major types of intent data: first-party and third-party.


Whether you realize it or not, if you sell something through a website, you’ve likely already taken advantage of first-party intent data. You can collect this through any analytics tool that you use to track the activity on your website. Tracking the number of IPs coming in and clicking on different products is gathering intentdata: you’re seeing what’s garnering the most attention on your website to help predict what’s going to sell.


This sort of data is easy to come by, but it’s not the most effective. For starters, without the use of IP identification software, all of this data will be anonymous. It will tell you how many people are interested in a specific product, but not who those people are, so you wouldn’t be able to pursue that sale. This sort of research is better used to determine what products are the most popular, rather than the intent of individual buyers.


The other major drawback to first-party intent data is that you’re only collecting data from people who have already come to your website when there’s a much bigger pool of buyers that might not even know your website exists. 


Third-party intent data can provide you with a much bigger picture of a prospective client’s journey. Anyone who’s ever made a big purchase online likely did substantial research before finally going to the website that sells the product. If you’re researching 4K Blu-ray players, you’re going to comb through all of the tech sites and blogs before finally going to Amazon and making the purchase. With third-party intent data, all of this initial research is factored in.


The most effective way to apply intent data is to use both first-party and third-party data. There’s no reason to choose one over the other, especially when the data they provide is a bit like apples and oranges. They tell you different things, meaning you can take both and form a better profile of your buyer.


Different types of intent data


What are the best buyer intent data tools?


Leads are vital to effective sales marketing and intent data is an invaluable way to generate solid leads. That’s why it’s no surprise that several intent data tools have popped up across the Internet.




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The best thing about Leadfeeder is that the basic version is free. If you want the premium version, it’s still only $63 a month, which is very affordable. Leadfeeder tells you all about companies that visit your website. The service offers a range of filters that allow you to sort companies by all sorts of criteria so you can zero in on your ideal prospect. 




YouTube video


ZoomInfo is a database that offers up all sorts of information on prospective clients. It also integrates with several tools and features a Google Chrome browser extension. At $4,900 a year, it’s not cheap, but there is a free trial that allows you to test the waters.




YouTube video


This is another service that offers first-party intent data by tracking and identifying who visits your website. The downside, as discussed earlier, is that first-party data doesn’t help you bring clients to your website. That said, it’s still useful information, and KickFire provides a lot of it. There’s no set price for the service because it’s based on volume.




YouTube video


Not only does DemandJump help you track potential customers across the Internet, but they also give you information on your competitors, so you can see exactly what you’re up against. The base plan is $99 a month and that lets you track 25 keywords and 3 competitors. The more you want to track, the more it’s going to cost you.


TechTarget Priority Engine


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If you’re looking for third-party intent data, TechTarget’s Priority Engine can get you just that, as well as contact information for potential clients. Like KickFire, they don’t offer upfront prices, meaning customers need to call to get a quote. 


What Is B2B Intent Data?


Above we discussed the possibility of consumers searching for products on behalf of a business. This would generate B2B intent data, with B2B meaning “business-to-business.” Think of the relationship between a manufacturer and a retailer. Intent data can also help you market towards consumers, but for companies that sell to other businesses, B2B intent data is a crucial factor.


Serious about B2B sales? Learn the 5-step framework to effectively hyper-personalizing any cold email


This sort of data is plentiful if you know where to look, which is why there are so many companies popping up that specialize in analyzing the web usage of potential clients. Opening and engaging with emails, clicking on targeted advertisements, searching for and downloading informational content, and just browsing in general all translates to quality, effective intent data.


How To Leverage Intent Data?


Companies (and really anyone selling a product) can leverage intent data by prioritizing a market that’s already itching to buy what they’re selling. Without any leads, you’re effectively cold-calling potential clients, which can be a monumental waste of time. In most businesses, lost time equals lost money.


With intent data highlighting those who are very likely to want your product, you can focus on those clients and those clients alone, making the most of your time. There’s no such thing as a sure thing in sales, but with the leads generated from intent data, sellers can get as close as possible to already done deals.


Intent data doesn’t just show you who’s interested in your product, it also shows you who has no interest whatsoever. That data can be just as useful, as it reveals a section of consumers that you don’t need to bother engaging with. This can save you valuable time, which you can devote only to customers who are more likely to turn into clients.


What Are the Types of Intent Data?


In addition to first-party and third-party intent data, which we discussed above, you can also make a distinction between known and anonymous data. Known data is when the prospect knowingly gives their data, usually through an action like filling out an online form. If the form is located on your website, that’s known first-party data. If the form in question is filled out on a different website and the information is then picked up by an intent data company, that’s known third-party data.


However, if the prospect doesn’t intentionally hand over their data, and their data is instead gathered through their IP address, that constitutes anonymous data. The prospect at some point agreed to have data collected, but it’s not “known” intent data because they didn’t hand over the data themselves.


Then there’s second-hand intent data. This is simply first-hand intent data that you’ve purchased from somebody. It’s not like third-party data, where promising leads are scraped from web usage. This is when a prospect comes to a certain website, that website collects their data, and then you buy that data from them. It’s very limited in that all the information came from a single site and doesn’t tell you anything about the prospect’s behavior anywhere else on the web.

AI-Generated Cold Email Intros

Personalize cold emails without the hard work