0% found this document useful (0 votes)
270 views15 pages

06 Follow-Up Email Templates PDF

This document provides 12 follow-up email templates for sales teams to use to convert prospects into customers. It begins with an introduction explaining the importance of optimizing follow-ups. It then provides a table of contents outlining the different types of follow-up emails included. Each template is then presented on its own page with a description and sample email text. The templates cover scenarios like following up after a prospect has engaged with an earlier email but not responded, following up on calls or voicemails, asking for next steps, and asking for the close. The conclusion encourages the reader to start using the templates in their sales workflow.

Uploaded by

Lolana Chevelle
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
270 views15 pages

06 Follow-Up Email Templates PDF

This document provides 12 follow-up email templates for sales teams to use to convert prospects into customers. It begins with an introduction explaining the importance of optimizing follow-ups. It then provides a table of contents outlining the different types of follow-up emails included. Each template is then presented on its own page with a description and sample email text. The templates cover scenarios like following up after a prospect has engaged with an earlier email but not responded, following up on calls or voicemails, asking for next steps, and asking for the close. The conclusion encourages the reader to start using the templates in their sales workflow.

Uploaded by

Lolana Chevelle
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

TEMPLATE

Follow-up emails
by

12 follow-up email templates that will help turn prospects into customers in 2020.


When you look at the sales process of most B2B sales teams, there’s typically A LOT of
things that you could improve. I generally like to focus on those things that:

a) will make a significant impact on the results your sales team generates, and

b) are easy to implement.

Which is why most sales teams should focus on optimizing their follow-ups. That’s the
one area where they can really make a difference to their bottom line, with very little
effort. Some of the follow-up email templates you find here are emails I’ve shared years
ago on my blog, and some are brand new.

Usually email templates become outdated real quick, simply because we sales people
and marketer tend to overuse whatever works.

So why do I include some old email templates in here? Easy.

I get effing terrible follow-up emails every day. And even the most overused and
outdated email template in this document is still much better than more than half of the
follow-up emails I receive. Go ahead and check out the follow-up emails YOU receive,
you’ll see what I mean.

Now the most important part with these email templates is that you start using them to
follow-up more. If you haven’t already, I encourage you to sign up for a free 14-day
Close trial and actually USE Close to send them. We’ve even included the mail-merge
tags already, and Close app’s powerful email features will help you to send emails that
sell much better and easier.

Go get’em!


Steli

Table of contents

1. Following up when a prospect opened your email, clicked a link, but didn’t respond

2. The classic Follow-up email

3. The “I just called” email

4. The “I just left a voicemail because” email

5. Following up to get referred to the right person within a company

6. Following up with a lost opportunity

7. Follow up with an opportunity that disappeared on you

8. The “quick recap” follow-up email after a phone call

9. Using humor to follow up

10. The “what else do we need?” email

11. Asking for the close

12. The breakup email


01

Following up when a prospect opened your


email, clicked a link, but didn’t respond.
Most sales email tools allow you to filter for contacts who opened your email and clicked
on a link, but didn’t reply. Close makes it very easy to do this and set up a workflow to
ensure that no lead falls through the crack.

Subject: Your questions from yesterday?

Hi {{contact.first_name}},

I noticed you opened my email yesterday and checked out [YOUR


WEBSITE]. What were you looking for?

I’d be happy to answer any question you have. Just hit reply to this email or
click here to schedule a quick 10 minute call with me.

Thanks,

{{user.first_name}}
02

The classic follow-up email


We’ve shared this basic follow-up email for many years already on the blog, and yet, it’s
still a much better email the majority of follow-up emails I receive most of the time.

Subject: {{organization.name}} Follow Up

Hi {{contact.first_name}},

Friendly follow up.

I wanted to show you how {{organization.name}} can help you [THAT


THING YOUR PRODUCT/SERVICE HELPS YOU WITH]. Do you have a few
minutes for a quick call later this week?

Suggest a time or pick a slot in my calendar by clicking here.

Cheers,

{{user.first_name}}
03

The “I just called” email


A simple and effective way of following up with a prospect you just

called but didn’t manage to speak to.

Subject: Today’s Call

Hi {{contact.first_name}},

I just tried giving you a call.

Do you have a few minutes to catch up later this week?:

• Wed @ 11AM PST

• Thur @ 2PM PST

• Fri @ 3PM PST

Cheers,

{{user.first_name}}
04

The “I just left a voicemail because...” email


When you’re making a lot of dials, you’ll definitely end up in voicemail quite a few
times. With Close, you can leave pre-recorded voicemails with just one click to
save you some time. You can then either manually send a follow-up email, or
create a workflow that will automatically email all those prospects that have
received a voicemail from you.

Subject: Our call today

Hi {{contact.first_name}},

I just left a voicemail because [REASON WHY YOU CALLED THEM].

I’ll try reaching you again, but you can also just hit reply on this email if
that’s more convenient for you, or call me anytime at {{user.phone}}.

Thanks,

{{user.first_name}}
05

Following up to get referred to the right


person within a company
Here’s a simple follow-up email that you can use to bump up a cold email in a prospect’s
inbox that’s asking to be referred to the right person within an organization. Just send it
as a reply in the same email thread, so people can look up the relevant context easily.


 Subject: [JUST END THIS AS A REPLY TO THE ORIGINAL EMAIL SO IT’S



IN THE SAME THREAD]

Hi {{contact.first_name}},

I understand you’re busy and probably are already dealing with way too
many emails in your inbox every day, so I’ll keep it short :)

Who could be a good person to speak with regarding [PROBLEM YOUR


OFFER SOLVES]?

Thanks again,

{{user.first_name}}
06

Following up with a lost opportunity


Another follow-up email we’ve shared for years already.

Just copy-pasting this will still leave you with plenty of room to optimize and improve,
and yet, it’s still a very effective email to use, and many sales teams are using much
worse than this.

Subject: Quick {{organization.name}} update

Hi {{contact.first_name}},

Hope all is well.

Last time we spoke, you didn’t think {{organization.name}} was a good fit
because [REASON WHY THEY DIDN’T CLOSE].

The good news is that we now [NEW FEATURE OR SERVICE THAT


ADDRESSES THEIR CONCERN]. Based on our past conversations, I think
we’re in a better position to [HELP WITH WHATEVER YOUR PRODUCT
DOES].

Cheers,

{{user.first_name}}
07

Follow up with an opportunity that


disappeared on you
Another classic follow-up email. Simple and short.

Subject: Are we still moving forward?

Hi {{contact.first_name}},

Friendly check in.

Last time we spoke, we said that we were [NEXT STEP IN THE SALES
PROCESS]. How can I help move things forward?

Cheers,

{{user.first_name}}
08

The “quick recap” follow-up email after a


phone call


Subject: Thanks again!

Hi {{contact.first_name}},

Was great talking with you today!

I understand the main things you’re looking for when choosing a [WHATEVER IT IS
YOU’RE OFFERING] are:

1. Benefit 1
2. Benefit 2
3. Benefit 3

Is that correct?

Some questions that we need to get some clarity around are:

1. Objection 1 / question 1
2. Objection 2 / question 2

I’ll talk with our dev team to find out if these things are possible the way you want
them to.

Next steps:

1. You’ll loop in [STAKEHOLDER 2 NAME]


2. We’ll get on another call Tuesday next week at 10:30am PT.

Let me know if there’s anything else I can do to be helpful, and be free to ping me
with any questions that come up anytime.

Thanks,

{{user.first_name}}
09

Using humor to follow up


There’s still a lot of debate about whether or not it’s appropriate to use humor in B2B
prospecting emails.

Truth is, in some cases it’ll be the thing that will get cold prospects to respond, and in
some cases people will think it’s unprofessional. You have to figure out what works for
you. I’ve published a blog post on humor in sales, you can read it here.

Here’s an email that GoCo.io, a HR & Benefits Software solution used to follow up:

They tested this humorous email against another standard follow-up email, and they got
almost twice the (positive) response rate with the humorous email:

Email Variant MIA Control: Text Goodbye Email

Emails Sent: Over 10K Over 10K

Subject Used: MIA So call me maybe?

Opens: 44% 48%

% Replied: 3.90% 2.20%

(Email template on next page)


Subject: MIA

Hi {{contact.first_name}},

I haven’t heard from you so that tells me one of two things:

1. You’re not interested

2. You've been busy and my emails fell through the cracks like these
unfortunate ducklings:


I'd love to help you save a bunch of time on all your HR stuff with our free
software, but let me know either way so I can stop bugging you.

-

P.S. I hope the story has a happy ending like it did for the ducklings.
10

The “what else do we need?” email


Another simple email to nudge a prospect towards a buying decision.

Subject: What else do we need?

Hi {{contact.first_name}},

Hope all is well.

When we first spoke, you said that we need to:

• [OBJECTION A]

• [OBJECTION B]

• [OBJECTION C]

Do you think we’ve done those things? What else do we need to move
forward this week?

Cheers,

{{user.first_name}} 

11

Asking for the close


Once a prospect has confirmed they want to buy, sometimes they’ll still go MIA. Just
make sure to keep the ball rolling.

Subject: Let’s get started

Hi {{contact.first_name}},

We’re all set. Here’s what I’ll need from you to get you set up:

• Onboarding Item 1

• Onboarding Item 2

• Onboarding Item 3

Do any of these times work for a set up call? Feel free to include your team:

• Wed @ 11AM PST

• Thur @ 2PM PST

• Fri @ 3PM PST

Cheers,

{{user.first_name}} 

12

The breakup email


This is one of the most effective follow up email templates you can use when a prospect
isn’t responding to your emails. I’ve talked about it in more detail, and shared other
examples in this blog post.

Subject: Goodbye from {{user.first_name}}

Hi {{contact.first_name}},

I was really looking forward to [INTENDED RESULT], but I haven’t heard a


response to my calls and emails. That means this will be my last email to
you. If you change your mind and would like to give {{organization.name}} a
try, please let me know and I’ll help move this forward.

Best,

{{user.first_name}}

You might also like