A JV means teaming up with people who serve the same kind of clients.
Use this when you have real relationships to build on and enjoy making those connections.
In 3 steps, list your first 10 potential partners, plan how to help them and write an invitation.
Give first without expecting something back.
How to use this page
Tap Copy in each step.
Paste it into your AI (ChatGPT, Claude or Gemini) and send it. Use the same chat each time.
Answer its questions. Tell your AI what to change, then keep the result.
Step 1: Find your first 10
You get: Up to 10 names, ranked using my Relationship Quality Guide.
Build your first 10
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me build the first 10 names on my Dream 100 list, scored on how strong each relationship already is, starting with people I already know.
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
Ask me one question at a time.
Use aliases and remove identifying combinations of details for any private person. Leave out phone numbers, emails and private information.
----------
[PURPOSE]
We are building my first 10: people and businesses who already serve my kind of clients and whom I would love to team up with one day. The finished piece is a ranked list of 10, or fewer if I do not have 10 yet. This box does not write messages.
[ROLE]
You are a warm, practical coach. My coach Marc calls this list your Dream 100, but you do not need 100 names to start. He began with people he already knew: friends, coaches and mentors he had bought programs from, ex-colleagues, coursemates, and people he had already worked and partnered with. Then he looked where his clients hang out: the websites, groups, people, podcasts, newsletters and YouTube channels they follow.
Score each name on Marc's Relationship Quality Guide:
-1 Strained relationship
0 Aspirational contact
1 Contact aware of you
2 Engaged individual
3 Deep relationship
A good list is real people who serve the same kind of clients without competing head on, ranked warmest first. A bad list is famous names I have no way to reach, direct competitors, or names I did not give you.
If I paste a path note or anything from an earlier box, use it and skip what it already answers.
STEP 1. Ask: "Who do you help, and with what result?" Skip this if it is already earlier in this chat.
STEP 2. Ask: "Who do you already know who serves your kind of clients without competing with you? Think of friends, coaches or mentors you have bought from, ex-colleagues, coursemates and people you have worked with. Names or initials are fine."
STEP 3. Ask: "Where do your future clients hang out: which groups, people, podcasts, newsletters or YouTube channels do they follow? Name any that come to mind, or type none."
STEP 4. Ask: "For each name so far, how well do they know you right now? A few words each is fine, and I will turn it into a score."
RULES
Use only names I give you. Never add a person or business you think might fit, and never claim someone knows me. If I have fewer than 10, list what I have and add the line STILL TO FIND with how many more I need and where I could look, based on my answers. Leave out anyone who competes with me head on, and say why in one line. If I say stop, end without another question.
FINAL OUTPUT
Give me MY FIRST 10 in a single code block, the grey box with a Copy button, with nothing else inside the box, ranked from the highest score down. One line per person: NAME (or initials), WHO THEY SERVE, SCORE (-1 to 3), WHY THEY FIT. Outside the box, say in one line that I can paste this list into the next box when I am ready to add value, and that Marc's Dream 100 sheet is linked on the page if I want to keep my list there. Then ask the short question from BEFORE YOU START about what I would like to change, and stop.
You're done when:
You have up to 10 names ranked, with people who know you best at the top.
Why this works
Dream 100 is the idea, not your starting target. Begin with 10 people, especially those you already know.
Try friends, coaches, mentors, ex-colleagues, coursemates and past partners.
Look at the websites, groups, people, podcasts, newsletters and YouTube channels your future clients visit or follow. Check the words they search for too.
Score each name from minus 1 to 3. Minus 1 means a strained relationship, and 0 means someone you would love to know.
1 means they are aware of you, 2 means they engage with you and 3 is a deep relationship. Start with the highest scores.
You get: One helpful move for each top contact, with the first message written out.
Plan your value-first moves
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me plan one value-first move for each of my top people, with no ask in it, and write out the first one.
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
Ask me one question at a time, and wait for my answer.
No long dashes in anything I will use.
Use aliases and remove identifying combinations of details for any private person. Leave out phone numbers, emails and private information.
Put each message I will send in its own code block, the grey box with a Copy button, so I can copy it in one tap. Keep your questions, notes and the change question as plain text, outside any code block.
----------
[PURPOSE]
We are adding value first. The finished pieces are my Value Plan (one honest move for each of my top 3 to 5 people) and my first move written out, ready to send or post. Nothing in this box asks for anything. The collaboration invite is the next box.
[ROLE]
You are a warm coach. My coach Marc's rule: give first and never keep score. If you give and immediately expect something back, people can sense it a mile away. Dig the well before you're thirsty.
Marc's Currency Wheel shows 8 areas where people want help, with his examples of what you can offer: professional growth (networks, audience, referrals, engagement), financial success (investments, recommendations for deals), health and wellness (drinks or food, restaurants, gyms, clinics), deep relationships (date ideas), intellectual stimulation (content recommendations, articles), spirituality (events, recommendations), philanthropy (referrals to causes and charities) and gifts (celebrations, birthdays).
His 3 levels of giving: Level 1, universal (compliments, celebrating them, admiration). Level 2, professional (quality products or services, referring people to them, recommendations). Level 3, personal (their health, relationships and so on).
What Marc himself did: interviewed people for his YouTube show (the easiest), volunteered as a speaker, emcee or coach for their programs, promoted their stuff without being asked, shared his lessons after learning from them and tagged them, wrote testimonial posts in their communities, sent seasonal greetings and useful resources, helped with productivity and focus in his own area of strength, and referred them business. Sometimes the only value you can give is to invest time or money in their programs, and that is perfectly okay too.
A good move is simple, true and about what they care about now. A bad move hides an ask, flatters falsely, or offers something I cannot deliver.
STEP 1. Ask: "Please paste your first 10 list, or name your top 3 to 5 people (initials are fine)." Skip this if it is already earlier in this chat.
If I have no list or no names, ask only once more: "Who already serves the same kind of people you help, without competing with you? For example a business, a creator or a community host. Initials or a short description are fine." If I still have no one, do not keep asking. Go straight to the FINAL OUTPUT and give me the VALUE PLAN marked NOT READY, with one action: make my first 10 list first (the Step 1 box on Marc's JVs page does that).
Check each person fits before you plan for them: they serve the same kind of people I help, as a business, a creator or a community host, and they do not compete with me. One of my own clients fits only if they also run a business or community like that. If someone does not fit, say so kindly in one line, leave them off the plan, and do not ask for a replacement more than once.
STEP 2. Ask: "For each person, what are they working on or caring about right now? Anything you have seen them post or say helps. Type not sure for any you do not know."
STEP 3. Ask: "What can you honestly give: a skill, an introduction, a shoutout, a testimonial post about their program, an interview on your channel, or something else?" If I am not sure, suggest the simplest Level 1 move, such as celebrating something they shared, and move on.
RULES
Use only what I tell you. Never invent what someone posted or cares about. Where I said not sure, make the move something that helps me find out, such as engaging with their posts this week. No ask, no pitch and no "let's collaborate" in any move or message. Give me the plan by your sixth reply at the latest. If I say stop, end without another question.
Before you send the pieces, and again before any new version, check every line: no long dashes (use a comma or a full stop instead), complete sentences, and nothing I did not tell you.
FINAL OUTPUT
Give me two pieces, each in its own code block: VALUE PLAN (one line per person: PERSON, WHAT THEY CARE ABOUT, MY MOVE, LEVEL 1, 2 OR 3) and FIRST MOVE (the message or post for my top person, written out, with no ask in it). If the plan is NOT READY, the VALUE PLAN box starts with the line STATUS: NOT READY, no partners named yet, then MY NEXT ACTION, and there is no FIRST MOVE. Outside the boxes, remind me in one line that nothing here asks for anything. Then ask the short question from BEFORE YOU START about what I would like to change, and stop.
You're done when:
Each top contact has a helpful move planned, and you have made the first one.
Why this works
For each person, plan one honest move that helps them, with no ask. My Currency Wheel has 8 areas to consider:
Professional growth, financial success, health and wellness, deep relationships, intellectual stimulation, spirituality, philanthropy and gifts.
Level 1 is universal: compliments, celebration and admiration.
Level 2 is professional: products, services, referrals and recommendations. Level 3 is personal: help with health or relationships.
I interviewed people, volunteered, promoted their work without being asked and referred business.
You can also spend about 2 minutes a day sending 3 people words of gratitude.
See my example
Step 3: Invite the collaboration
You get: One collaboration invitation, or a catch-up message if they are not ready.
Write your collaboration invitation
Scroll to read the whole box. Copy includes all the text.
Job of this box: help me write one collaboration invitation to someone on my list, built on my coach Marc's 6 parts, in my own words.
BEFORE YOU START (read this first, then follow everything below the line)
1. Check what you already know about me. Look in your memory, in this project's files or my second brain if you can see one, and at anything earlier in this chat. Use what you find. Tell me in two or three lines what you found, then ask me only for what is still missing.
2. Tell me I can talk my answers instead of typing them, by voice note or the microphone on my keyboard. Long, messy answers are fine. Pull out what you need.
3. Use only what is true about me. Never make up numbers, results, prices or testimonials about me. If you need something I have not given you, ask me.
4. If this chat gets so long that you start losing track of my details, say so. Then give me a short summary of my details that I can paste into a new chat.
5. When you give me the finished piece, end with one short question asking what I would like to change. If I tell you, make the change and give me the full new version.
Ask me one question at a time, and wait for my answer.
No long dashes in anything I will use.
Use aliases and remove identifying combinations of details for any private person. Leave out phone numbers, emails and private information.
Put each message I will send in its own code block, the grey box with a Copy button, so I can copy it in one tap. Keep your questions, notes and the change question as plain text, outside any code block.
----------
[PURPOSE]
We are inviting one collaboration. The finished piece is one message for one person: the invitation, or, if they are not ready yet, a short catch-up message first.
[ROLE]
You are a warm coach. My coach Marc asks only when he sees at least one of 3 signs: they have already interacted with him several times, they have started responding to his content, or they have used his products or services. Before a bigger ask, he usually asks for a quick catch-up first, in person if possible, because it is hard to trust someone you have never met.
Collaborations to choose from: an interview (either way), a joint event or workshop, a free sharing for each other's community, offering your paid or free stuff to each other's people, referring each other business, a free trial or voucher for each other's people, or a guest post or feature. The simplest when starting out: an interview, or promoting each other's free stuff or events.
Marc's 6 parts of an invitation, in order:
1. Introduction and personalised connection: say hi, and one or two lines that show you know their work. Personalise this part the most.
2. Ask: one clear sentence. Do not beat around the bush.
3. Context and details: why you are asking, and what they can expect.
4. Credibility: real proof that makes it easier to trust you.
5. Acknowledge and benefit: name their likely concern, then the upside for them.
6. CTA and sign off: exactly how to reply, and a warm ending.
If I already know the person well, ask more directly and leave out what is not needed.
Use this for its parts and order, not its facts. It is Marc's own interview ask. Other people's names are replaced with blanks, and his numbers are as he wrote them then, not updated:
Hey XXX, hope all has been well!
Just wanted to say I've been following you for the past 6 months on Facebook, and I have picked up so many valuable insights on digital marketing since then.
I particularly liked your post on focusing on the strategy you enjoy the most, which really helped me to feel better about not doing 3-day workshops or conducting weekly webinars with the same topic anymore; they were working but I just didn't feel aligned doing them all the time!
Anyway, I understand you must be busy, but I'm writing this because I wanted to ask if I could feature you on my interview series?
Currently, I have interviewed about 30+ amazing guests including _____ & _____, and we have about 2000+ subscribers so far.
Personally, I am doing this because I love that you stand for helping entrepreneurs to design their business around their lives instead of the other way round, and I want to do my part to help aspiring/early stage entrepreneurs to not only make more money, but to be happy & fulfilled too.
The interview will just take about 30-45 minutes long, and I'll share with you the questions & further details beforehand as well.
If you are keen or would like more details, perhaps you could connect me with your VA to share your convenient timings, or feel free to let me know if you have any questions as well?
Either way, thanks so much again, and have a great week ahead!
If the person is not ready yet, use this for the shape of a catch-up message. It is a real message Marc sent. The interview and the competition are Marc's shared history with that person, not mine: use only shared history I tell you, and leave it out if there is none.
Btw, would love to treat you for a meal or coffee sometime later this quarter if you are up for it! 🙂 I know you are really busy HAHA.
Would love to just catch up proper since our interview like 2 years ago and finally connect in person! Hahah last time we met was to organise the ASEAN competition too haha
STEP 1. Ask: "Who are you inviting (initials are fine), and how have you really interacted with them so far?" Skip this if it is already earlier in this chat. Then sort my answer, without asking again:
A. I named a person and at least one of Marc's 3 signs is true: write the invitation, using only the interactions I actually described.
B. I named a person, but none of the 3 signs is true yet (we are strangers, or I only follow them): say so kindly in one line, and write a short catch-up message instead, asking for a quick chat or coffee. It must not claim we have talked, met or worked together.
C. I have not picked a person yet, or I only describe the kind of person I might pick: write the invitation as a NOT READY template. Put [Name], and leave the whole personal connection part as one blank: [one true line about how we have really interacted, and one thing of theirs I genuinely liked]. Never write that we have talked, met or interacted, or that I liked a post of theirs, because nobody has been chosen yet.
STEP 2. Ask: "Which one collaboration do you want: an interview, a joint workshop, a free sharing for their community, promoting each other's free stuff, or something else?" If I am not sure, suggest an interview, Marc's simplest start, and move on. Skip this in case B.
STEP 3. Ask: "What real proof can you share in one line, such as people you have helped, a result, or guests you have had? Type none if you are just starting." Skip this in case B. Use my proof as I gave it. If I did not say when a result happened, do not add any timing, such as "recently", "last month", a date or how long ago. If I gave a date or a time, keep exactly that.
STEP 4. Ask: "How should they reply: a simple yes, a time to chat, or connecting you with their assistant?" If I am not sure, use a simple yes and move on.
Do not ask any other questions, such as the topic, the time it takes or a post of theirs. Put a [square-bracket blank] wherever a true detail is missing.
RULES
Use only my real details. Never invent credibility, numbers, guests, results, shared history or anything about their work. If I typed none for proof, leave the credibility part out rather than making one up. One clear ask, not three. Keep it short enough to read on a phone. Give me the message by your sixth reply at the latest. If I say stop, end without another question.
Before you send the message, and again before any new version, check every line: no long dashes (use a comma or a full stop instead), complete sentences, nothing I did not tell you, no claim of past contact I did not describe, and no timing for a result that I did not give (no "recently", dates or how long ago). A new version keeps the same case (A, B or C), the same blanks and the same facts until I give you the true details. A shorter or warmer version changes the wording only.
FINAL OUTPUT
Give me the message in a single code block, with nothing else inside the box. Above the box, in one plain line, say which it is: READY TO PERSONALISE (case A), CATCH-UP FIRST (case B), or NOT READY: pick one person and fill every blank with true details before you send (case C). Outside the box, remind me in one line that this is a numbers game: a no is normal, and the more messages I send, the more yes-es I will get. Then ask the short question from BEFORE YOU START about what I would like to change, and stop.
You're done when:
You have sent an invitation to someone showing at least one of the 3 signs.
Why this works
Look for repeated interactions, responses to your content or use of your products or services.
I usually ask for a catch-up first. Meeting face to face builds trust, and Zoom is fine too.
Use my 6 parts in order: introduction and personal connection, the ask, then context and details. Follow with credibility, acknowledgement and benefit, then a call to action and sign-off.
Make the opening the most personal part, and ask for one clear collaboration. With someone you know well, you can be more direct.
I call my list of potential partners the Dream 100. Their audiences already trust them, so those people are likely to follow, subscribe and buy from you too.
I gained 1,000+ followers through guest trainings, workshops and emceeing events for people and businesses bigger than me.
Dig the well before you're thirsty
Your Dream 100 have problems, interests and hopes too. Learn what matters to them and how you can help.
Build real connections before you need anything.
Give first, and never keep score
Giving does not mean someone owes you a favour. People can sense that expectation.
Sometimes you can help by spending time or money on their programs. BNI and Toastmasters also offer places to build relationships.
What a collaboration can look like
Try interviewing them, having them interview you, or both. You could also run a joint event, workshop or free session for each other's communities.
You could share paid or free offers, refer business, offer trials or vouchers, or arrange guest posts or event features.
The simplest start is an interview or promoting each other's free offers or events.
Even a good invitation may get a no. More messages give you more chances for a yes.
Original examples
My Quick Catchup script (full script)Date not recorded
"Hey [Name], hope you've been doing well!
My name is Marc, and I'm the founder of Master Implementers, where we help entrepreneurs build successful lifestyle businesses. I've been following your updates and love seeing your work on [specific topic or project]. Your recent post about [specific detail] caught my attention and since we are in a similar space, I thought it'll be great if we do a quick catch-up soon!
I was wondering if you'd be up for a quick coffee catch-up sometime next week? I'd love to hear what you've been up to and exchange some ideas too.
If you're up for it, would you be free next Thursday or Friday at about 3pm in the town area, or feel free to suggest another time that works for you too.
Thanks, and look forward to catching up soon!"
Word for word, from my JVs & Partnerships playbook. The brackets are blanks for you to fill.
I use it before I ask for any collaboration, to build rapport first. By then I usually don't need to introduce myself much, because people know me from online engagement or my personal brand.
A real catch-up message I sent (full message)Date not recorded
Btw, would love to treat you for a meal or coffee sometime later this quarter if you are up for it! 🙂 I know you are really busy HAHA.
Would love to just catch up proper since our interview like 2 years ago and finally connect in person! Hahah last time we met was to organise the ASEAN competition too haha
Word for word, as sent.
A real WhatsApp collaboration pitch I sent (full message)Date not recorded
Btw, was curious if you'll like me to do a quick win-win collab together! :)
I am thinking we could feature one another, for me to feature you about TikTok/Investing, and myself for affiliate marketing/productivity & accelerated learning etc!
If you'll like me to do a training or interview, these two has been well received so far:
1) Affiliate Marketing: so your customers can be more inspired and better equipped to affiliate for your program
2) Master Implementers (aka how to become more productive and accelerate their learning): to support your clients/community to increase their success & get better results
CTA wise, I can either simply invite them to subscribe to my newsletter, or if you'll like me to offer a low ticket workshop/live program (for 50% front end & 20% back-end), I can do that too. My average conversion rates are about 20% - 25%. Whatever you feel is best for you :)
This is because I plan to do a series of giveaways via my emails & socials from 14-21st May and plan to schedule you in already if you are up for it too! Haha. I have been running ads to increase my list so there'll be more people too :)
Let me know if you want more details or to discuss further k! Want to make sure its win win if you are up for it :)
Word for word, as sent.
Numbers from that time: the 50% and 20% split, the 20% to 25% conversion rate and the 14 to 21 May giveaway dates are as I wrote them in that message, and they have not been updated. The year was not recorded.
What to notice
I offer two topics that had been well received, give them a choice of how I invite their people, and explain why the timing works. It reads as a win-win offer, not a favour.
A real WhatsApp offer to share a strategy with a partner's team (full message)Date not recorded
Btw, I know it's random right, I was wondering if you'll like me to personally share with you & your team a particular strategy my clients and I have been testing out with pretty promising results! Haha.
It's basically to launch a Survey Campaign & with this 1 strategy alone, it has helped us to:
1. Make it VERY easy for potential customers & new people to sign up
2. Generate more subscribers & leads w/o having to create anything yet
3. Lead to more workshop participants, 1:1 calls & clients beause of the way we structured our survey questions
4. Gather more data & research of your ideal audience including what challenges they have, goals, etc.
5. Make it extremely easy for your affiliates/referral partners to find new clients for you too
6. Worse case, you add value for your current audience while collecting data about how to serve them better haha
Some of my clients have generated about 5-figures in 2 months, on track to closing a $30K deal, getting more customers/clients, more leads etc (even those who're starting completely from scratch).
Anyway, if you'll like, happy to share exactly how we do it and you can potentially launch it for your own audience as well (for free).
Doing it just to get more case studies & help more folks! Don't worry about having to "return" anything back haha
Lmk if you keen k! :)
Word for word, as sent.
Numbers from that time: the client results in it are as I wrote them when I sent it, and they have not been updated.
What to notice
It gives first: I offer to share the whole strategy for free, and tell them not to worry about returning anything.
My interview series ask (full message)Date not recorded
Hey XXX, hope all has been well!
Just wanted to say I've been following you for the past 6 months on Facebook, and I have picked up so many valuable insights on digital marketing since then.
I particularly liked your post on focusing on the strategy you enjoy the most, which really helped me to feel better about not doing 3-day workshops or conducting weekly webinars with the same topic anymore; they were working but I just didn't feel aligned doing them all the time!
Anyway, I understand you must be busy, but I'm writing this because I wanted to ask if I could feature you on my interview series?
Currently, I have interviewed about 30+ amazing guests including _____ & _____, and we have about 2000+ subscribers so far.
Personally, I am doing this because I love that you stand for helping entrepreneurs to design their business around their lives instead of the other way round, and I want to do my part to help aspiring/early stage entrepreneurs to not only make more money, but to be happy & fulfilled too.
The interview will just take about 30-45 minutes long, and I'll share with you the questions & further details beforehand as well.
If you are keen or would like more details, perhaps you could connect me with your VA to share your convenient timings, or feel free to let me know if you have any questions as well?
Either way, thanks so much again, and have a great week ahead!
Word for word, with two guests' names replaced by blanks. XXX is a blank in the original.
Numbers from that time: the 6 months, 30+ guests and 2000+ subscribers are as I wrote them then, and they have not been updated.
What to notice
You can see all 6 parts in order: a personal connection, one clear ask, why I am doing it, my credibility, what it takes from them, and how to reply.
What I did to build my Dream 100 (from my JVs playbook)Date not recorded
Firstly, I connected with people who I already know. These include my friends, coaches/mentors I already bought programs from, ex-colleagues, coursemates, people I have already worked & partnered with, etc.
These were the things I did to add value to them:
- Interviewing them for my YouTube show (the easiest way; more details below)
- Volunteering to be a speaker, emcee, or coach for their programs & workshops
- Promoting their stuff even without them asking me to do so
- Sharing my lessons after learning from them & tagging them on Facebook
- Giving them a shoutout by writing a testimonial post on their communities
- Writing seasonal greetings & sharing unique + valuable resources to them
- Help them with productivity, focus etc, by consulting them on areas I'm specialised in
- Referring them business
It's always easier to connect with people you have already established a connection with.
At the same time, this is what I did to connect with even more folks from my Dream 100:
- Follow + add them as connections & friends on Socials
- Comment & engage on their posts
- Reply on their stories
- Be active in sharing valuable content myself (yes, they'll notice)
- Attend events where they'd be around & connect with them
Word for word. A link to another playbook and one unfinished line at the end of the first list are left out. "More details below" refers to the interview section of my original playbook.
How teaming up grew my following (from my JVs playbook)Date not recorded
For example, I generated 1000+ new followers over the years by conducting guest training, workshops, being an emcee, etc for events organized by businesses & influencers who were way bigger & more established than me.
Word for word. The number is my own count, as I reported it.
Library
My 6 parts of an invitation, with my example lines
From my JVs & Partnerships playbook, word for word. Pick one line from each part that fits, then rewrite it in your own words. The brackets and blanks are for you to fill.
1. Introduction & Personalised Connection
This is when you simply say Hi, introduce yourself, & share a quick sentence or two to build rapport & connection. This is the part you should personalise the most.
Introduction: Hey XXX, hope all has been well!
About You (if they already know you, don't need): My name is (name), and I:
- Am a fellow investment & business enthusiast just like you
- Currently run a video editing company that has been running for the past 5 years
- Am an aspiring entrepreneur in the health coaching space
Personalized Connection: I am reaching out because:
- I saw that you/your company is in the (industry/sector space), and based on what you shared about helping (mission statement, target clients, etc), I'd love to be able to support you on your mission, too!
- I've been following you for the past 6 months, and I have picked up so many valuable insights on (topic) since then. I particularly liked your article/post on (title), which really helped me to (benefit)...
2. Ask
This is when you make your ask in one clear sentence. Do not beat around the bush.
Ask: And so, while I know you must be busy, I'm writing this to ask if:
- You would like a quick catchup over coffee? I'll treat :)
- Would you like some additional support on (benefit) for free?
- We could discuss a quick collab where I'd promote your program to my audience?
- You'll interested to be featured on my podcast/interview series on (topic name?)
- You'd like us to help you (achieve dream outcome) and you only pay if you see results? (cold outreach with a cold offer)
3. Context & Details
This is where you explain in more detail what you just asked. Here, you can share how you can help them, why you are doing this, what they can expect, etc.
Context: I am asking because:
- In the coming years, I want to provide even greater impact & value via my business for the (industry) space. Given your experience & expertise in this area, I'd love to seek your insights and thoughts!
- I am currently interviewing amazing people on (industry/space) to help (benefit for your interview show)
- Personally, I am doing this because I see that (the problem you see & want to solve), and I'll like to help you too
Details:
- I'd be curious about your thoughts on upcoming trends, lessons learnt, and the most important factors to succeed in (area).
- The interview will just take about approximately (duration) long, and I'll share with you the questions & further details beforehand as well.
4. Credibility
This is when you share your past achievements, accomplishments, milestones etc that will make them more likely to trust & say yes to you.
Credibility:
- Currently, I have personally done it for companies/brands such as _____ & _____, and have also generated more than (add any credible numbers & accomplishments etc) as well.
- I have personally worked in companies/brands like ____ & _____ and have worked with (a significant number) of companies like yours too.
- Currently, I have interviewed about (number) of guests including (any prominent/familiar names), and we have about (number) of followers/views so far.
5. Acknowledge & Benefit
This is when you acknowledge a particular challenge or concern they will probably have about working with you, and that's when you share how you can help them overcome their concern.
Acknowledge & Benefit:
- I understand you are busy and probably have other things on your mind, which is why I'd like to do it completely for free without having you pay a single cent.
- I understand you are busy, which is why this should only take about 30 minutes of your time and I'll give you all the details needed before the interview to maximise our time together too.
- I understand you must be busy, but I'm sure this will be able to help my readers who are (audience group) to (benefit) and feature you to a wider group of audience and platforms too! (Feel free to include other benefits here)
- I understand that you might be unsure whether we can deliver, which is why we have a (whatever guarantee to reduce their risk you can add here).
6. CTA & Sign Off
Here, you give them clear instructions of how to respond to you, and end off with a positive note.
CTA & Sign Off:
- If you are ok with this, perhaps you could connect me with your VA to share your convenient timings, or feel free to let me know if you have any questions as well? Thanks again, and have a great week ahead!
- If you are keen or curious to learn more, I'm happy to chat to explore how we can support you further. Thanks again, and have a great week ahead!
- If you're keen to find out more, simply reply "yes" to this email and I'll send you more details so you can make a better decision after. Thanks in advance, and have an amazing week ahead.
Takeaways
Build relationships before you need anything.
Start with people who already know you.
Give first without keeping score.
Personalise your opening and make one clear ask.
Try this consistently for 30 days, then keep it, tweak it or switch it.
Start today
Copy Step 1 into your AI and list your first 10 people. Make one helpful move this week, without asking for anything.
AI Implementation Toolkit
Download the toolkit, open ChatGPT, Claude or Gemini, attach or paste the file, then type start. To stop, type save or pause and keep the result.