While voice notes require more effort than text messages, here's my system for maintaining personalization while scaling.
🕵 RESEARCH TIER SYSTEM
⚙️ BATCH PROCESSING METHOD
Methodology:
**RESEARCH TIER SYSTEM:**
Tier 1 (High-Value Prospects):
- 10 minutes of research per prospect
- 3-5 specific personalization points
- Fully customized voice note script
Tier 2 (Mid-Value Prospects):
- 5 minutes of research per prospect
- 1-2 specific personalization points
- Semi-customized voice note
Tier 3 (Volume Prospects):
- 1-2 minutes of research per prospect
- Industry/role-specific template
- Focus on relevant industry challenges
**BATCH PROCESSING METHOD:**
Step 1: Research and categorize 10-15 prospects at once
Step 2: Create personalized bullet points for each
Step 3: Record all similar industry/role voice notes in one session
Step 4: Schedule sends throughout the day (not all at once)
Step 5: Set calendar blocks for immediate responses
Here's how I applied this framework for a client in the investment banking industry who helps clients establish real estate syndicates:
TIER 1 (CEOs of mid-sized real estate firms)
"Hi [Name], I noticed your company just acquired [specific property] in
[location]. That's impressive given the current [market challenge]. We've helped
similar firms structure real estate syndicates to leverage these assets..."
TIER 2 (Real Estate Investment Directors)