Sales Engagement Proposal

Build a Smarter Email Engagement Motion

Net New Sales Solutions helps companies launch targeted outbound email campaigns, automate inbound lead follow-up, and prioritize BDR outreach based on real prospect engagement.

Outbound and Inbound Email Engagement Program

A coordinated email, CRM, and BDR follow-up system designed to create more sales conversations, improve lead response, and support pipeline generation.

Program at a Glance

How the engagement motion works end to end

Step 1

Outbound Email

Targeted sequences from derivative domains

Step 2

Inbound Capture

Form fills & website engagement

Step 3

CRM Automation

Routing, enrichment, instant follow-up

Step 4

BDR Outreach

Prioritized by real engagement signals

Step 5

Sales Conversations

Qualified meetings & pipeline

One coordinated motion

Outbound + inbound + CRM + BDR working as a single, measurable system

More conversationsFaster lead responsePipeline visibility
Section 1

Proposal Overview

Net New Sales Solutions proposes the development and execution of a coordinated outbound and inbound email engagement program designed to create more sales conversations, improve lead follow-up, and support pipeline generation.

This program uses derivative company domains, newly provisioned email mailboxes, email campaign workflows, CRM automation, and BDR follow-up processes to create a structured system for engaging prospects and responding to inbound interest.

Implementation Options

  • Outbound Email Program
  • Inbound Email Follow-Up Program
  • Combined Outbound and Inbound Email Program
Section 2

Program Goals

Launch a controlled outbound email program using derivative domains and new mailboxes

Protect the company's primary domain reputation

Improve email deliverability, opens, clicks, replies, and website traffic

Use email engagement as an early indicator of prospect interest

Prioritize BDR calling based on opens, clicks, replies, and form fills

Automate inbound email follow-up for website form submissions

Improve speed-to-lead for inbound prospects

Align email messaging, CRM activity, and BDR follow-up

Continuously optimize outreach based on engagement and sales outcomes

Section 3 — Recommended Approach

Derivative Domains, New Mailboxes, and Controlled Warm-Up

The email programs will be executed using derivative company domains and newly provisioned mailboxes.

This approach allows the company to run outbound and follow-up campaigns without putting the primary business domain at unnecessary risk. It also creates a controlled environment for testing, tracking, and improving email engagement.

All new domains and mailboxes will go through a two-week warm-up period before full campaign activity begins. This warm-up is intended to establish sender credibility and reduce the risk of deliverability problems.

Approach Timeline

1

Create derivative domains

2

Provision new mailboxes

3

Warm up for two weeks

4

Launch approved campaigns

5

Optimize based on engagement data

Program 1

Outbound Email Campaign

Designed to reach targeted prospects, introduce the company's value proposition, drive engagement, and create prioritized follow-up opportunities for the BDR team.

Proposed Activities

  • Creation of derivative company domains
  • Provisioning of new email mailboxes
  • Two-week mailbox and domain warm-up
  • Outbound email campaign setup
  • Development of an initial three-email sequence
  • Internal review and approval process for email copy
  • Use of existing prospect and contact lists
  • Fresh prospect research to expand outreach
  • Campaign tracking for opens, clicks, replies, and website visits
  • Creation of BDR call lists based on email engagement
  • Review and refinement of messaging based on results

Strategic Purpose

The outbound campaign will be designed to generate early engagement from targeted prospects. Opens and clicks will be used as light intent signals to help the BDR team prioritize follow-up.

This allows the sales team to focus first on prospects who have shown measurable activity with the campaign.

Outbound Workflow

1

Derivative domains and mailboxes are created

2

Sending infrastructure is warmed for two weeks

3

A three-email outbound sequence is drafted

4

Email copy is reviewed and approved

5

Existing contacts and newly researched prospects are prepared

6

Campaigns are launched

7

Opens, clicks, replies, and website traffic are tracked

8

Engaged prospects are added to BDR call queues

9

Email and call outcomes are reviewed for optimization

Program 2

Inbound Email Follow-Up

Ensures website form fills and inbound leads receive fast, consistent, and relevant follow-up across CRM and sales.

Proposed Activities

  • CRM form capture review and workflow setup
  • Creation of inbound email follow-up workflows
  • Automated email sequence development for inbound leads
  • Use of derivative domains and new mailboxes where appropriate
  • Lead routing to BDRs or sales team members
  • Addition of inbound leads to BDR calling lists
  • Immediate outreach process for inbound leads
  • Follow-up tracking and performance review
  • Refinement of inbound messaging based on results

Strategic Purpose

Inbound leads should be followed up with quickly and consistently. This program creates a process that combines automated email nurturing with human sales follow-up.

The automated email sequence helps keep the prospect engaged, while the BDR outreach creates the opportunity to book a meeting, qualify interest, and move the lead into the sales process.

Inbound Workflow

1

Prospect fills out a form on the website

2

Contact record is created in the CRM

3

Automated workflow triggers an email follow-up sequence

4

Lead is routed to the BDR or sales team

5

BDR reaches out quickly to book a meeting

6

Lead is added to the appropriate calling list

7

Email engagement and sales activity are tracked

8

Follow-up messaging and routing rules are refined over time

Recommended Option

Combined Outbound and Inbound Email Program

The recommended option is to run the outbound and inbound programs together as one coordinated sales engagement system.

This creates a complete motion where outbound email drives awareness and website traffic, inbound forms capture interested prospects, automated workflows provide immediate follow-up, and BDRs prioritize contacts based on engagement.

One coordinated outbound and inbound strategy

Consistent messaging across prospecting and follow-up

Better visibility into prospect engagement

Faster inbound response times

More efficient BDR call prioritization

Shared data across email, CRM, and sales activity

Ongoing optimization across the full lead engagement process

Combined Workflow

1

Outbound email campaigns are launched to targeted prospects

2

Prospects open, click, reply, or visit the website

3

Engaged prospects are prioritized for BDR outreach

4

Website form fills are captured in the CRM

5

Inbound leads enter an automated email follow-up workflow

6

BDRs immediately follow up with inbound leads

7

Email engagement, form fills, calls, and meetings are tracked together

8

Messaging and sales follow-up are optimized based on performance data

Section 7

Deliverables

Outbound Email Deliverables

  • Derivative domain setup support
  • New mailbox setup support
  • Two-week warm-up process
  • Three-email outbound sequence
  • Campaign setup
  • Contact list preparation
  • Fresh prospect research support
  • Email engagement tracking
  • BDR call list creation based on engagement
  • Campaign performance review and optimization recommendations

Inbound Email Deliverables

  • CRM form capture workflow setup
  • Inbound lead follow-up email sequence
  • Automated workflow configuration
  • Lead routing process
  • BDR follow-up process for inbound leads
  • Inbound calling list process
  • Engagement tracking
  • Performance review and optimization recommendations
Section 8

Implementation Plan

Phase 1

Setup and Preparation

  • Register derivative domains
  • Provision new mailboxes
  • Configure email sending infrastructure
  • Begin two-week warm-up
  • Confirm CRM workflow requirements
  • Review existing contact lists
  • Identify target prospect criteria

Phase 2

Messaging and Workflow Development

  • Draft the three-email outbound sequence
  • Draft inbound follow-up email messaging
  • Review and approve campaign copy
  • Define engagement thresholds
  • Create BDR call queue logic
  • Build CRM workflows
  • Establish inbound lead routing rules

Phase 3

Launch

  • Launch outbound email campaigns
  • Activate inbound email workflows
  • Track opens, clicks, replies, form fills, and website visits
  • Route engaged prospects to BDRs
  • Begin immediate BDR follow-up on inbound leads

Phase 4

Optimization

  • Review outbound engagement data
  • Review inbound conversion activity
  • Review BDR call outcomes
  • Identify high-performing messages
  • Refine email copy
  • Refine BDR talk tracks
  • Improve targeting and list quality
  • Adjust workflows and routing as needed
Section 9

Roles and Responsibilities

Net New Sales Solutions

  • Email engagement strategy
  • Domain and mailbox setup coordination
  • Warm-up process oversight
  • Outbound email sequence development
  • Inbound follow-up sequence development
  • Campaign workflow planning
  • CRM workflow guidance
  • BDR call prioritization process
  • Performance review and optimization recommendations

Client Team

  • Approval of derivative domain names
  • Access to necessary systems
  • Review and approval of email copy
  • Delivery of existing contact lists
  • Compliance review
  • CRM access and coordination
  • BDR and sales team assignment
  • Execution of calls and meeting booking
Section 10

Pricing

Outbound Email Program

$2,000/month

Includes outbound email setup, derivative domains and mailboxes, warm-up process, initial three-email sequence, prospect list support, campaign launch, engagement tracking, and BDR call prioritization.

Recommended

Combined Outbound + Inbound

$3,000/month

Includes both the outbound email program and the inbound email follow-up program operating together as one coordinated sales engagement motion.

Inbound Email Follow-Up

$2,000/month

Includes CRM form capture workflows, inbound email follow-up sequence, automated lead routing, BDR follow-up process, and inbound engagement tracking.

One-Time Setup Fee

$1,000

Covers account setup, derivative domain and mailbox setup coordination, campaign preparation, and the two-week warm-up process.

Pricing note: The finalized pricing reflected in this proposal supersedes earlier pricing models. The current proposed pricing is $2,000 per month for either individual program, $3,000 per month for the combined program, and a $1,000 one-time setup fee.
Section 11

Considerations

Deliverability

Deliverability must be managed carefully, especially during the warm-up period and initial launch. Sending volume should be controlled to avoid reputation issues.

List Quality

Campaign performance will depend heavily on the quality of the contact data. Accurate lists, relevant targeting, and ongoing list hygiene will improve engagement and BDR productivity.

Compliance

Email outreach, data handling, unsubscribe management, and prospect communication should be reviewed for compliance with applicable regulations and company policies.

Sales Follow-Up

The success of the program depends on timely BDR activity. Engaged outbound prospects and inbound leads should be followed up with quickly and consistently.

Section 12

Success Metrics

Email deliverability
Open rates
Click rates
Reply rates
Website visits
Website form fills
Inbound lead response time
Engaged contacts routed to BDRs
BDR call connection rates
Meetings booked
Opportunities created
Pipeline influenced
Section 13

Recommended Next Steps

  • 1
    Select the outbound, inbound, or combined program
  • 2
    Confirm internal stakeholders for setup, CRM, marketing, and sales follow-up
  • 3
    Confirm derivative domain naming preferences
  • 4
    Provision new mailboxes and begin the two-week warm-up process
  • 5
    Draft and review outbound and inbound email sequences
  • 6
    Configure campaign workflows and CRM routing
  • 7
    Launch after warm-up and approval
  • 8
    Review performance data and optimize messaging and follow-up

Ready to Build a More Coordinated Sales Engagement Motion?

The outbound program creates targeted engagement with prospects. The inbound program ensures that form fills and interested leads are followed up with quickly. Together, they connect email engagement, CRM automation, and human outreach into one measurable sales development process.

Discuss Program Fit