Cold Email Survey Strategy (2024)

This strategy is great for SaaS, agency, and B2B companies in general.

Note: you can do this on LinkedIn as well – InMails would work amazingly.

Strategy Overview

  1. Scrape Leads from LinkedIn
    Downloaded a list of our target market from LinkedIn Sales Navigator.
  2. Low-Intensity, Icebreaker Email Copy
    Very short, friendly email inviting them to take a survey about [their industry]’s relationship to an issue (basically our value proposition). Included links in the sender signature only.
  3. Interactive Qualifying Quiz Funnel
    Worked with both Landbot and Typeform. Acts a survey and qualification form to see if the prospect was the right fit. Used Integromat to automate the funnel.

Email Script

Hi [first name],

I’m trying to get more insight into [their industry], came across your profile on LinkedIn, and immediately knew you were an expert.

Would you spend 2 minutes filling out a quick survey about the challenges of bringing in new customers in the [their industry] industry: LINK

[your name]
[your business address]

P.S. Really appreciate your time – LINK


  • Click Rate: 51%
  • Reply Rate: 34%
  • Form Completions: 70%
  • Marketing Qualified Leads: 15%

Pro tip: You can learn to automate this entire process with the Lead Generation Masterclass.

Share this guide.

Join the discussion.

Inline Feedbacks
View all comments
✨ Free Cold Email Course

The secrets to cold email.

Get results with cold email and LinkedIn faster. It’s free.

Join our free 7-day cold email bootcamp and shortcut the process.

Everything you need to get started with cold email and outbound lead generation. 100% free.


Take the next step with the Master B2B Sales course.

Learn everything you need to get from a no-brainer offer to consistent closed deals

7-Day Free Trial

Give it a try for free. 100% risk-free.

Get access to 200 million+ business emails & phone numbers. Automate your cold email and LinkedIn lead generation.

❗️No credit card required