Free Outreach Audit Checklist

1. Targeting Audit

Are you reaching the right people with the right message?

Max 32 pts

I have a crystal-clear Ideal Customer Profile (ICP) with specific roles, industries, company size, and buying triggers.
I actively use Sales Navigator with advanced filters, Boolean searches, and saved lead lists.
My prospect lists are refreshed regularly using real-time triggers (job changes, content engagement, funding/news).
I research every prospect individually for personalized hooks (recent posts, profile updates, mutual connections).
Outreach is segmented by persona or use-case so every message feels hyper-relevant.
I maintain sustainable daily connection volumes (typically 20-40 high-quality requests) to protect deliverability.
Low-fit profiles (unrelated roles, students, job seekers) are systematically excluded from campaigns.
I track targeting performance (acceptance rate by segment) and continuously refine my criteria.

Is your outreach landing with credibility and relevance?

Max 36 pts

Every connection request contains a unique, specific hook pulled from the prospect's profile or recent activity.
Value is framed around the prospect's specific challenges and desired business outcomes, not your product features.
Tone is consistently warm, human, and peer-to-peer (conversational colleague, never pushy salesperson).
Consistently getting 30%+ acceptance rates on connection requests.
All messages pass a strict quality checklist: factual accuracy • professional tone • no spam triggers • culturally appropriate.
CTAs are soft and low-friction (e.g., “worth a quick 15-min chat?” or “curious to get your take”).
Replies to their messages deliver fresh value or reference prior context instead of a copy/pasted pitch.
I regularly A/B test messaging elements (hook, CTA, length) and scale what works.
Personalized messages go through human review before being sent.

Are you turning interest into booked meetings?

Max 32 pts

I run structured multi-touch sequences (minimum 5-7 touches over 2-4 weeks).
Touchpoints are spaced intelligently (3-7 days apart) with escalating value and different angles.
I avoid frequently-used-as-spam routes such as InMail, email without context, or posting straight-up pitches.
Every follow-up is personalized and builds directly on previous context or lack of response.
Hot replies are fast-tracked with clear next steps and immediately logged in the CRM.
Non-responders are moved into smart nurture tracks or gracefully exited instead of being spammed.
I review sequence performance weekly (reply rate per touch, conversion to meeting) and optimize winners.
All outreach activity is integrated with my CRM for full pipeline attribution and revenue visibility.