Overview
You’ve identified who’s visiting your site - now it’s time to turn those signals into conversations.
This guide provides example outreach copy and frameworks to help you confidently engage new prospects identified by RB2B.
Each example is built around what works best on LinkedIn or email: short, relevant, and human.
Use these as a starting point - then tailor the tone, details, and examples to fit your product and audience.
Before You Reach Out
Before sending any message, make sure you’ve done three things:
Confirm timing: The visitor has shown recent engagement (viewed high-intent pages or returned multiple times).
Confirm fit: The visitor is tagged as a Hot Lead or matches your ICP.
Confirm context: You know enough about their company or role to personalize meaningfully without guessing or sounding invasive.
Don't know where to start? Read: Knowing When to Reach Out - Understanding Visitor Signals or How to Reach Out - Timing, Tone, and Personalization that Convert
Connection Request Templates (LinkedIn)
Start simple - your goal is to open the door, not to sell.
General B2B Connection
Hi {{first_name}},
I noticed we both work in {{industry or focus area}} - always great to connect with others who are tackling {{shared challenge}}.Industry-Specific Example
Hi {{first_name}},
I’ve been speaking with a few {{industry}} teams focused on improving {{relevant outcome}}. I thought it’d be great to connect and share notes.After Engagement or Signal
Hi {{first_name}},
We’ve been seeing a lot of interest from {{industry}} companies around {{problem area}} recently. I would love to stay connected and trade insights.🔥 Pro Tip: Keep it under 30 words. The best connection requests feel like networking, not outreach.
First Message Templates
Once your connection is accepted - or for your first outreach email - your goal is to start a conversation, not deliver a pitch.
Value-Based Opener
Hi {{first_name}},
A lot of {{industry}} teams I talk to are focused on {{goal/problem}} right now.We’ve been helping a few achieve {{specific result}} using {{solution type}}.
Would it make sense to share what’s been working for them?Insight-Based Approach
Hi {{first_name}},
I noticed {{industry}} companies are putting a lot more emphasis on {{topic}} this quarter.
We recently helped {{customer example or industry peer}} streamline that process. I'm happy to share a quick overview if you’d like.Curiosity Hook
Hi {{first_name}},
Quick question, how are you currently handling {{specific challenge}}?
I’ve seen a few smart approaches lately and thought of your team.🔥 Pro Tip: End with a question, not a pitch — questions invite engagement, while pitches end the conversation.
Follow-Up Message Templates
If you haven’t received a reply, it doesn’t mean they’re not interested. Keep follow-ups short, friendly, and relevant.
Soft Nudge
Hi {{first_name}},
Just circling back in case {{goal/problem}} is something your team’s exploring this quarter.
Happy to share a quick example or case study if that’s useful.Value Add
Hey {{first_name}},
I thought you might find this useful. We just published a short guide on {{relevant topic}}.
It’s helping teams understand how to {{benefit}}.
Want the link?Friendly Check-In
Hi {{first_name}},
Totally understand if now’s not the right time. I wanted to keep the line open if {{problem area}} becomes a focus later on.🔥 Pro Tip: Keep follow-ups 3–4 days apart and limit to 3 total touches unless there’s new engagement.
Email Examples
If you’re reaching out via email instead of LinkedIn, the same principles apply - clarity, relevance, and brevity.
Intro Email
Subject: Quick question about {{goal/problem}}Hi {{first_name}},
I came across {{company_name}} while looking into {{industry}} teams improving {{goal}}.
We’ve been helping similar companies shorten {{process or challenge}} using {{solution type}}.
Would it make sense to share what’s been working for them?Follow-Up Email
Subject: Following up on {{topic}}Hi {{first_name}},
I wanted to check if {{problem area}} is something your team’s working on right now.Happy to share a quick example if it’s helpful - no pressure either way.🔥 Pro Tip: Keep subject lines under 8 words and body copy under 100. Shorter emails outperform longer ones 3:1.
Tone & Style Guidelines
Be conversational: Write how you’d talk to someone you just met at a conference.
Never reference their visit directly: Use phrases like “many teams in your space” instead of “I saw you on our site.”
Personalize by role, not by behavior: Mention their industry, department, or goal - not their browsing history.
Focus on value: Explain what’s in it for them in one line.
Keep it brief: Each message should take under 30 seconds to read.
Advanced Tips
Prioritize outreach to Hot Leads - visitors that fit your ICP and show buying intent.
Time your first message within 24–48 hours of their engagement.
Use automation tools (HeyReach, Growth-X, Reply.io, Clay) to trigger sequences, but personalize the first message manually for high-value accounts.
If multiple people from the same company engage, coordinate messaging to avoid overlap.
Putting It All Together
A strong outreach workflow looks like this:
RB2B identifies a visitor that matches your Hot Leads criteria.
Data flows into your CRM or LinkedIn automation platform.
You personalize the first message based on company and intent signals.
Automation handles light follow-ups while you focus on high-value responses.
Outreach doesn’t have to be complicated. It just needs to feel relevant and timely.
RB2B gives you the visibility; these templates help you start the conversation.