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Email Outreach Sequences
Claude prompts & sample emails · all three niches

SOP refHWD-SOP-OUTREACH
CategoryClient acquisition
NichesMedical · Alternative health · Nonprofit & church
Contents3 sequences · 12 email templates · 12 Claude prompts
Prepared byCharles Hardt · charleshardt.com
00

How to use this SOP

Read this once before sending your first cold email.

Every email block below has two tabs: Sample email and Claude prompt. Use the sample email when you want to send quickly after light personalization. Use the Claude prompt when you want a fully custom draft built around specific prospect details.

1Research first. Before writing any email, run PageSpeed Insights and check SSL on the prospect's site. For nonprofits, check the donate button and volunteer form. For alt health, read the about page. The specific observation you open with is the entire reason they reply.
2Fill every bracket. Sample emails have [BRACKETED VARIABLES] — fill every one before sending. Claude prompts generate a fresh draft — fill the brackets in the prompt, run it, edit for your voice, send.
3One email per day. Never batch-send. The sequence is designed to feel like a human following up — spacing matters.
4Log in Notion CRM immediately. After each send: update Last contact, mark the email in the sequence field, set next Follow-up date.
5Never apologize for following up. Email 4 often gets replies from people who intended to respond to Email 1. The graceful close is a courtesy, not a concession.
NicheWho reads itPrimary toneLead withAvoid
Medical & wellnessOffice manager, practice adminProfessional, specific, briefTechnical finding + patient impactOutcome claims, warm-first openers
Alternative healthThe practitioner themselvesWarm, authentic, curiousVisibility or storytelling gapCompliance language, corporate tone
Nonprofit & churchExecutive director, senior pastorMission-aligned, respectfulImpact on people they serveTechnical jargon without mission frame

01

Medical & Wellness sequence

Chiropractors · Physical therapists · Mental health · Med spas · Dermatology · Podiatry

⚕️
Voice & tone guidance
Professional · Specific · Brief
Medical clients are compliance-aware and skeptical of vendors. The reader is often an office manager, not the physician. Lead with a precise technical observation and connect it to patient trust or acquisition — never to your capabilities. Signal HIPAA awareness through what you offer to review, not by name-dropping the acronym. Be concise — these people read email between patients.
Day 1
Email 1
Specific observation + free audit offer
Day 5
Email 2
Patient-behavior insight, no ask
Day 11
Email 3
Real finding from similar practice
Day 18
Email 4
Graceful close, leave door open

02

Alternative & Holistic Health sequence

Acupuncture · Functional medicine · Naturopathy · IV therapy · Holistic nutrition · Integrative health

🌿
Voice & tone guidance
Warm · Authentic · Curious
Alt health practitioners built their practice around a philosophy and a patient population often underserved by conventional medicine. The reader is almost always the practitioner — not an administrator. Compliance and technical jargon feel cold and misaligned. Lead with visibility, the challenge of communicating complex modalities to skeptical new patients, and authentic connection. Warmer and more personal than the medical sequence — but still specific and credible.
Day 1
Email 1
Specific gap + free review offer
Day 5
Email 2
How alt health patients search online
Day 11
Email 3
Story-based finding from similar practice
Day 18
Email 4
Warm close, genuine goodwill

03

Nonprofit & Church sequence

Community nonprofits · Food banks · Housing orgs · Veteran services · Churches · Faith-based nonprofits

🏛
Voice & tone guidance
Mission-aligned · Respectful · Substantive
Nonprofits and churches are mission-driven — the website is a tool for serving people, not a marketing asset. The reader is an executive director or senior pastor who is deeply skeptical of anyone who seems to commoditize their mission. Every technical observation must be translated into its impact on the people they serve or the donors and volunteers they need to reach. Never lead with PageSpeed scores alone — connect every finding to the mission.
Day 1
Email 1
Mission-impact observation + free review
Day 5
Email 2
How donors research nonprofits online
Day 11
Email 3
Real finding from similar org
Day 18
Email 4
Close honoring the mission

04

Sequence timing & Notion CRM actions

What to do in Notion after every send — immediately, not later.

Action takenUpdate in Notion CRMSet follow-up date to
Email 1 sentStage → Email 1 sent · Email sequence → E1 · Last contact → todayToday + 5 days
Email 2 sentEmail sequence → E2 · Last contact → todayToday + 6 days
Email 3 sentEmail sequence → E3 · Last contact → todayToday + 7 days
Email 4 sentEmail sequence → E4 · Stage → Dormant · Last contact → today6 months (re-check)
Prospect repliesStage → Responded · Last contact → today · Notes → log replyTomorrow — follow up within 24hrs
Call bookedStage → Call scheduledDay of call
Audit sentNotes → audit sent · Last contact → todayToday + 3 days
Proposal sentStage → Proposal sent · Project value → fill inToday + 3 days
Weekly rhythm Monday: review Notion CRM, identify this week's follow-ups. Tuesday–Wednesday: outreach sends. Thursday: reply handling, audit delivery, discovery call prep. Friday: proposal writing, CRM housekeeping, revenue pipeline review.