SoContact

Course plan

SoContact Academy

Practical B2B prospecting courses. Build your method, practise each step and take it into SoContact.

01Cold Email & Deliverability
02Cold Calling & Telephone Prospecting
03LinkedIn Outbound & Social Selling
04GDPR Compliance & B2B Data
At a glance
Cold Calling & Telephone Prospecting

Permission-based prospecting calls

Prepare a professional reason to call, ask permission to continue and respond to objections without pressure or deceptive familiarity.

Beginner20 minutes
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LinkedIn Outbound & Social Selling

Manual LinkedIn relationship building

Use relevant public professional context to start thoughtful conversations manually, without scraping, automated invitations or engagement manipulation.

Intermediate20 minutes
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Practical guide

Build a responsible B2B prospecting method

Start with the problem, not the channel

Describe a business problem you understand well enough to discuss without a product presentation. Identify the organisations likely to face it, the roles involved and the evidence that would make outreach timely. Separate observable facts from assumptions. A public expansion announcement may justify a question about coordination, but it does not prove that the organisation needs your service or has purchasing authority available.

Choose a course according to the decision you need to improve. Email focuses on relevance and authentication; calling develops permission and listening; LinkedIn emphasises manual professional interaction; the data protection course examines conditions for using personal information. Begin with one channel rather than contacting the same person everywhere. Consider the compliance lessons before any exercise involving real professional contact data.

Turn each lesson into a bounded exercise

After reading a step, produce one small piece of work: a targeting criterion, a draft message, a call opening or a lawful basis question. Use fictional or anonymised details while learning where possible. Compare your draft with the example, but adapt the reasoning rather than copying phrases into unrelated situations. Explain why each sentence or action is useful to the intended recipient.

Set limits before practising with real contacts. Decide who qualifies, what information is necessary, what checks must happen and what would make you stop. Review a small sample manually before expanding an activity. The courses do not require registration or an account, and exercises should not depend on tracking people or saving progress. Keep any operational data processing separate and subject to its own justified rules.

Measure usefulness and respect boundaries

Choose measures that match the channel and the question being tested. For email, distinguish attempted delivery, server acceptance and relevant replies. For calls, distinguish an answered call from permission to continue and a useful conversation. For LinkedIn, distinguish connection acceptance from a substantive exchange. Never combine these different events into a single success rate without explaining what the number actually represents.

Include negative signals in your review: objections, complaints, inaccurate contact details and conversations that reveal poor relevance. They can indicate a need to pause, narrow the audience or change the approach. Compare small tests cautiously because timing, audience and chance can affect results. No course can promise delivery, meetings or revenue; the goal is better judgement supported by clear observations and respectful conduct.

Use completion as a reflection point

Before marking a course complete, explain its main decisions in your own words and check whether you can apply them to a fresh example. Identify one action you would take, one risk you would check and one signal that would make you stop. Revisit difficult sections as needed. Completion is your own declaration of participation, not proof that every practical or legal issue has been resolved.

If you share a completion badge, describe it accurately as self-declared learning completion. It is not an accreditation or independently verified certification, and it does not establish professional competence or legal compliance. Take only the relevant, appropriately obtained information into your SoContact workflow after completing the necessary checks. Use the learning as a review framework, not as permission to automate, over-contact or retain data indefinitely.

Frequently asked questions

Start with the problem, not the channel — What should be understood?

Describe a business problem you understand well enough to discuss without a product presentation. Identify the organisations likely to face it, the roles involved and the evidence that would make outreach timely. Separate observable facts from assumptions. A public expansion announcement may justify a question about coordination, but it does not prove that the organisation needs your service or has purchasing authority available.

Turn each lesson into a bounded exercise — What should be understood?

After reading a step, produce one small piece of work: a targeting criterion, a draft message, a call opening or a lawful basis question. Use fictional or anonymised details while learning where possible. Compare your draft with the example, but adapt the reasoning rather than copying phrases into unrelated situations.

Measure usefulness and respect boundaries — What should be understood?

Choose measures that match the channel and the question being tested. For email, distinguish attempted delivery, server acceptance and relevant replies. For calls, distinguish an answered call from permission to continue and a useful conversation. For LinkedIn, distinguish connection acceptance from a substantive exchange.

Use completion as a reflection point — What should be understood?

Before marking a course complete, explain its main decisions in your own words and check whether you can apply them to a fresh example. Identify one action you would take, one risk you would check and one signal that would make you stop.

Start with the problem, not the channel — What should be checked?

Before marking a course complete, explain its main decisions in your own words and check whether you can apply them to a fresh example. Identify one action you would take, one risk you would check and one signal that would make you stop.

Turn each lesson into a bounded exercise — What should be checked?

Choose a course according to the decision you need to improve. Email focuses on relevance and authentication; calling develops permission and listening; LinkedIn emphasises manual professional interaction; the data protection course examines conditions for using personal information. Begin with one channel rather than contacting the same person everywhere. Consider the compliance lessons before any exercise involving real professional contact data.

Measure usefulness and respect boundaries — What should be checked?

Set limits before practising with real contacts. Decide who qualifies, what information is necessary, what checks must happen and what would make you stop. Review a small sample manually before expanding an activity. The courses do not require registration or an account, and exercises should not depend on tracking people or saving progress. Keep any operational data processing separate and subject to its own justified rules.