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Step 3. Pull out all the most useful, most relevant insight you have on each target prospect

For example:

  1. Always try to target the right person at the decision-making level within the target business.

  2. Try to understand their mindset before getting in touch.

    Research their website and social channels for relevant insight on where you can be most valuable.

  3. Try to uncover their renewal date.

  4. Look at what risk management solution is most relevant to them.