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Earnings call/10-K release

Why it matters

Similar to a funding announcement, an earnings call or 10-K release can provide a reason for reaching out.

Money ready to invest, problems that need to be solved—you can glean a lot of insights about business priorities and how your product or service might be able to help.

What to do

Dig deeper into financial reports to get a grip on business challenges and potential initiatives—as well as key stakeholders to outbound.

The goal is to reach out with relevance—not just use earnings calls or 10-Ks as fluffy personalization for a generic pitch.

Questions to inform outreach
  • What department is the person part of?
  • Is the person’s organization a good fit for your product?
  • Who are the other stakeholders at the person’s organization?
  • Has anyone from the organization engaged with your website or product?
  • Has the organization shared any information about challenges or goals?
  • What information can you share to show the value of your product?

How to do it

Here’s an outbound template to help you get the creative juices flowing:

Outbound template for earnings call/10-K release

Hi [first name],

Spotted the news on [news outlet].

Looks like [company name] is [insight from earnings call or 10-K release related to business challenge or objective].

I work with [names of current customers in the same industry] to help them [benefit that product unlocks related to business challenge or objective]:

[drop in quote or customer story]

If that’s a use case [company name] is looking to tackle, I’d love to chat more.

Wdyt?

[Your name]

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