Step 1: Who it is for
An independent IT consultant or small managed services provider.
- You support small offices on site and remotely.
- You can explain a technical issue without scaring anyone.
- You sell a monthly agreement and want a low-risk first step.
The offer
A short IT review that leads to a monthly support agreement
One plain line about what you sell and who it helps. Write yours just as plainly.
Step 2: Ideal customer
The businesses this recipe is built for, and the ones that look right but are not.
- Industry
- Dental, optometry and small medical practices
- Size
- 5 to 30 staff, one or two sites
- Place
- Within driving distance for on-site work
- Run IT by
- A staff member who "is good with computers"
- Decides
- Practice owner or practice manager
- Worth it when
- Downtime means cancelled appointments
Leave out
- Practices owned by a group with central IT
- Practices whose site is current and secure
- Anything outside the area you can reach in person
Step 3: Why they need you now
The visible reason this kind of business needs you now. Open every email with it.
Site not served securely
Visitors see a browser warning. It is a visible, honest hint that nobody is looking after the technology.
A reason they can see for themselves beats any amount of personalisation. If you cannot name it in one sentence, the business is not ready for your email yet.
Step 4: Keep or skip
Judgement calls you make before a single email is written.
Keep
- Clearly a good fit for your offer
- Not served securely, or clearly outdated plus hiring
- Independent practice within your service area
Leave out
- Group-owned practice with central IT
- Site recently rebuilt
- Outside the area you can visit
The one-line test
Can you describe the issue in a sentence that would not alarm a patient if they read it?
Step 5: Email templates
The shape to approve against. Each real draft is written from that business's own research; brackets show what the research fills in.
Template A
Not served securely
The site loads without a secure connection.
Subject A browser warning on [practice] site
Hi [first name],
Your website is not served over a secure connection, so some browsers warn visitors before they reach the booking page. It is usually a quick fix.
I look after IT for small practices around [city]. Often the website is the visible part of a few things worth checking behind the scenes.
Would a free 20 minute review be useful? I will send you a short written list either way.
[Your name]
Template B
Hiring staff
The careers page shows open roles.
Subject Setting up your new [role]
Hi [first name],
I saw [practice] is hiring a [role]. New starters usually need accounts, a device and access set up, and it is easy for old logins to linger.
I help small practices in [city] make onboarding and offboarding a ten-minute checklist.
Happy to share the checklist I use, no strings.
[Your name]
Follow-up
Follow-up (send by hand)
No reply after 5 working days. Reply in the same thread.
Subject Re: [original subject]
Hi [first name], in case it is useful, here are the three things I check first at practices your size: [item], [item], [item]. No need to reply.
[Your name]
The reason comes first, the offer second, one easy question last. In ExtrovertAI, every draft is written for that one business and waits for you: edit it, approve it or skip it. Nothing sends without your yes.
Step 6: Objection replies
The replies that come back most, and a short honest answer to each. You can paste a reply into the app to get a drafted answer, then edit it.
They say “Our nephew handles our IT.”
That is common and often works. A second pair of eyes once a year is cheap insurance, and I am happy to work with him.
They say “Is this a scam?”
Fair question. I am [name], based in [city], and here is my site and number. I will never ask for logins by email.
They say “We have no budget for IT.”
Understood. The review is free and the list is yours. Many fixes are things your team can do.
They say “Send more information.”
Here is a one-page summary of what the review covers and what a monthly agreement includes.
Step 7: What to measure
What to record so you can tell whether this works for you. No benchmarks: compare your own batches week to week.
Track thisRequests for the free review
Tag as Interested in the outcome log.
Track thisReviews that become agreements
Track in your own pipeline after the review.
Track thisReply rate by signal
Not-secure batch versus hiring batch.
Track this"Is this a scam?" replies
If frequent, add your location and phone number to the first email.
Step 8: Weekly routine
Tick as you go. Change one thing each Friday, never three.
This week · 0 of 5 done
Saved in this browser only.
Step 9: Run it with ExtrovertAI
Everything above is yours to do by hand. ExtrovertAI does the legwork, in three layers.
Layer 01
Signal Radar
Local businesses with a visible reason to need you.
Layer 02
Reason Engine
One personal email per business, written from its reason.
Layer 03
Inbox Autopilot
Sends from your own mailbox, safely, only what you approve.
Run this playbook on real businesses.
Start with 20 free credits, about 4 leads, no card. You approve every email, and it sends from your own mailbox.