Email outreach and CRM for marketing agencies
Agencies are good at marketing their clients and often too busy to market themselves. A light, consistent outreach routine keeps new-business conversations going without a full-time salesperson.
Who you're usually writing to
Founders and marketing leads at small and mid-sized businesses in the niches you already know well.
Sound familiar?
- New business stops whenever client delivery gets busy.
- Several people follow up with the same prospect, or nobody does.
- It's hard to see which conversations are worth chasing this week.
An outreach routine that works for marketing agencies
Pick one niche per campaign
Write for one kind of business at a time so the email can mention their world, not marketing in general.
Share one useful idea up front
A specific idea for their next campaign shows how you think better than a capabilities deck.
Work replies as a team
Replies land in one shared inbox, linked to the contact, so anyone on the team can pick them up.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: An idea for {{company | your next campaign}}
Hi {{first_name | there}},
I noticed {{company | your team}} posts a lot about new menu items but the posts don't link anywhere you can order.
We help independent restaurants turn social posts into orders, usually with small changes to the links and the landing page they point to.
Would it be worth a 15-minute call to see if any of it fits?Follow-up, a few days later
Hi {{first_name | there}}, one more thought: even just adding an order link to your bio would catch some of those visitors. Happy to share more if useful.
Tips
- Give each teammate their own connected mailbox so outreach comes from a real person.
- Tag contacts by niche so you can reuse what works.
- Use the pipeline to review open conversations once a week.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email