HomeTemplatesConnection request templates: operations directors and COOs
Template

Connection request templates: operations directors and COOs

Operations leaders are measured on things running without drama. They respond to specificity about process and cost, and to nothing else.

Paul CassidyBy Paul Cassidy, founder of Prospectio.ai. Ex Google, Salesforce and Twilio sales leader. Updated 5 September 2026.
In short: name a process they recognise, attach a number to it, prove you know their sector, and ask for nothing. Operations leaders have no patience for abstraction and considerable patience for detail.

What this audience is like

An operations director’s job is to make sure things happen the same way every time. They are pragmatic, sceptical of novelty for its own sake, and they have usually inherited at least one system that someone sold to their predecessor and nobody uses.

That last point matters. If your outreach sounds like the pitch that produced the shelfware, you are dead on arrival.

Template 1: the named process

Hi {first name}, most {sector} operations teams at {size} still handle {specific process} across three systems and a spreadsheet. If that is roughly true at {company} I would be interested to hear how you manage it. If you have solved it, even more so.

Template 2: the sector-specific

Hi {first name}, I work almost entirely with {sector} operations teams, which means I know what {sector-specific pain} does to a week. Would be good to be connected in case it is ever useful.

Template 3: the growth consequence

Hi {first name}, {company} has grown a fair bit this year. The processes that worked at the old headcount usually start creaking about now, and {specific area} tends to go first. Happy to be a contact if that lands.

Template 4: the direct one

Hi {first name}, straight to it: we cut the time {sector} teams spend on {process}. If that is not a live problem, ignore this entirely. Connecting anyway in case it becomes one.

Following up

Operations leaders reply late and often at odd hours. That is not disinterest, it is when they have a gap. Space follow-ups five days, then a week, then two, and make each one useful rather than a nudge. The structure is in the follow-up templates.

What to avoid

“Streamline”, “optimise”, “transform”, “seamless”. All four are vendor words that operations people have heard attached to failures. Describe what the thing does instead. “Cuts the reconciliation from four hours to twenty minutes” beats “streamlines your workflow” every time.

Frequently asked questions

What do operations leaders actually respond to?

A named process they recognise, a cost or time figure attached to it, and evidence you understand their sector. Abstract benefits get deleted.

Are operations directors decision makers?

Usually for anything that changes how work gets done, and often for spend under a threshold set by finance. For larger purchases they are the person who has to want it before finance will consider it.

Best time to reach them?

Early morning. Operations leaders tend to clear their inbox before the day's problems start, and are unreachable from about ten onwards.

See it on your own pipeline

Book a 20-minute demo or start a free trial. No card needed.