Hi Team,

Below are the email templates that we would like to use in the Customer Onboarding Process.
I will explain the steps as we go along. Anything mentioned in Red is supposed to be auto
filled
1st Email – E-mail sent to prospect after 1 st call from the Business Development Specialist
(BDS). The purpose of this email is to thank the prospect and also to invite the prospect for a
15 minutes discovery call on Zoho Meetings.
Notifications – BDS and all those attending the meeting need to be notified once the prospect
books the slot.

Hi (Name of the Prospect),

Good Day!
I hope this message finds you well.
I appreciate your time during our recent conversation. As per our discussion, I kindly request
you to please use this link (meeting scheduling link) to schedule a 15 minutes call with us.
This call will help in understanding what you do and challenges you face in Supply Chain
and then how we can help you.
Looking forward to our discussion.
Warm Regards,
(Signature of the BDS)

2nd Email – E-mail sent to prospect after the 15-minute online meeting. The purpose of this
email is to thank the prospect and also to invite the prospect for a 1 hour presentation where
we will present our Intelligent Supply Chain Solutions Services.
Notifications – BDS and the presenter need to be notified once the prospect books the slot.

Hi (Name of the Prospect),

I wanted to extend my gratitude for your time today; our discussion was incredibly
informative and valuable.
As per our discussion, I kindly request you to please use this link (meeting scheduling link) to
schedule a 1-hour call with us, where we will present our value addition, which will give you
a brief idea on how we can help you.
Looking forward to meeting you soon and explore potential collaboration.
Warm Regards,
(Signature of the BDS)

3rd Email – E-mail sent to prospect after the 1-hour online presentation. The purpose of this
email is to thank the prospect and also to convey to them that we will be sending in an official
proposal about our Intelligent Supply Chain Solutions Services.
Notifications – BDS needs to be notified once the prospect opens the e-mail.

Hi (Name of the Prospect),

Good day!
I wanted to extend my gratitude for your time during our presentation and we hope that we
have provided enough information and explanation about our solutions to add value to your
supply chain requirements.
As per our discussion, we will send you a proposal within the next 48 hours. Kindly review
the document and let me know if you have any question.
Looking forward to hearing from you!
Warm Regards,
(Signature of the BDS)

4th Email – E-mail sent to prospect post 48 hrs from sending the proposal. The purpose of
this email is to invite them to a 15 minutes objection handling call if they have any queries
about our official proposal on our Intelligent Supply Chain Solutions Services.
Notifications – BDS and presenter need to be notified once the prospect books the slot.

Hi (Name of the Prospect),

Hope you are doing well.
Following our recent conversation, please feel free to schedule a 15-minutes call through this
link (meeting scheduling link) to discuss if you have any queries about our proposal.
Looking forward to speaking with you!
Warm Regards,
(Signature of the BDS)
5th Email – E-mail sent to prospect post 48 hrs from sending the proposal. The purpose of
this email is to invite them to a 15 minutes objection handling call if they have any queries
about our official proposal on our Intelligent Supply Chain Solutions Services.
Notifications – BDS needs to be notified once the prospect opens the e-mail.
Hi (Name of the Prospect),
Thank you for attending the call today, As discussed, we will shortly share the NDA and the
Agreements to take it forward.
Please let me know if you have any questions which I would be more than happy to answer.
Looking forward to working with your esteemed organisation.
Warm Regards,
(Signature of the BDS)

6th Email – E-mail sent to prospect with Zoho Sign Link to the NDA and Agreement Copy.
The purpose of this email is to get them sign the NDA and the Agreement.
Notifications – BDS and the Authorized Signatory from Jane Aerospace needs to be notified
once the prospect signs the document.
Hi (Name of the Prospect),
Thank you for your patience.
As discussed, please find the link (Zoho sign link) to access the NDA and the Agreement
copy. Kindly e-sign them if everything is in order.
If you have any queries about the documents kindly revert on this email so that we can
answer them at the earliest.
Looking forward to working with your esteemed organisation.
Warm Regards,
(Signature of the BDS)
1) Follow Up Emails

1st Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
I wanted to follow up on my previous email regarding scheduling a quick call to discuss the
challenges you face in supply chain.

Please use the meeting scheduling link to schedule the call or let me know your availability,
and I'll make sure to coordinate accordingly. If there's a specific date and time that works best
for you, feel free to suggest it, and I'll do my best to accommodate.

Looking forward to connecting and discussing further.

Warm Regards,

(Signature of the BDS)

2nd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

I wanted to circle back regarding our conversation about scheduling a quick call to discuss
challenges of Supply Chain you want to resolve.

Please use the meeting scheduling link to schedule the call or let me know if you are facing
any difficulties.

Looking forward to connecting and discussing further.

Warm Regards,

(Signature of the BDS)

3rd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
I have sent a couple of email for scheduling a quick call to discuss the challenges you face in
supply chain, hope you had a chance to go through the same.

Please use the meeting scheduling link to schedule the call or let me know what time slots
work best for you, and I'll make the necessary arrangements.

Your insights and input are highly valued, and I'm eager to hear your thoughts.

Looking forward to connecting soon.

Warm Regards,

(Signature of the BDS)

4th Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

I'm reaching out again to see if we can connect sometime this week or may be next week to
discuss the solutions that we can offer to fix your supply chain problems.

Please use the meeting scheduling link to schedule the call or If you could kindly provide
your availability, I'll make sure to coordinate and set up the call accordingly. Whether it's a
quick chat or a more extended discussion, I'm flexible and ready to accommodate your
schedule.

Thank you for your attention to this matter, and I look forward to our fruitful discussion.

Warm Regards,

(Signature of the BDS)

2) Follow Up Emails
1st Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
I wanted to follow up on my previous email regarding scheduling a 1-hour call with us,
where we will present our value addition, which will give you a brief idea on how we can
help you.

Please use the meeting scheduling link to schedule the call. Looking forward to meeting you
soon and explore potential collaboration.

Warm Regards,

(Signature of the BDS)

2nd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
I wanted to circle back regarding our conversation about the opportunity to connect with you
and discuss potential collaboration. Your time and insights are incredibly valuable to us, and
we're eager to demonstrate how our offerings align with your needs.
To streamline the scheduling process, I've included the meeting scheduling link below. Please
use this link to select a time that works best for you.

Looking forward to meeting you soon and exploring how we can work together.

Warm Regards,

(Signature of the BDS)

3rd Follow up
Hi (Name of the Prospect),
Good Day!

I hope this email finds you well.

I wanted to follow up on my previous message regarding scheduling a 1-hour call where we

will present our value addition to you. This presentation will provide a concise overview of
how we can potentially support and add value.

If you could kindly use the meeting scheduling link provided in my previous email or suggest
an alternative time, it would be greatly appreciated.

Thank you for considering this, and we look forward to the opportunity to connect and
explore potential collaboration further.

Warm Regards,

(Signature of the BDS)

4th Follow up
Hi (Name of the Prospect),
Good Day!

I hope this email finds you well.

I'm reaching out to provide a gentle reminder about scheduling a 1-hour call, during which
we'll be presenting our value addition proposition to you.

To ensure we find a time that works seamlessly for both of us, please take a moment to use
the meeting scheduling link or suggest an alternative time that suits you best.

Thank you for your attention to this matter, and we look forward to the opportunity to
connect and explore potential collaboration further.

Warm Regards,

(Signature of the BDS)

3) Follow Up Emails
1st Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
I wanted to see if you had a chance to go through my last email about NDA document, kindly
have a look, review it, sigh it and send it back to us
If you have any question or want to discuss something , please feel free to use this meeting
scheduling link to schedule the call.
Looking forward to meeting you soon and explore potential collaboration.

Warm Regards,

(Signature of the BDS)

2nd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
I'm writing to follow up on my previous message regarding the NDA document we sent over
for your review and signature, kindly review, sign and send it back to us.

Additionally, if you'd like to discuss any aspect of the NDA, please feel free to schedule a
call using the meeting scheduling link provided below. We're eager to connect with you and
discuss how we can move forward together.

Warm Regards,

(Signature of the BDS)

3rd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
This is a gentle reminder regarding the NDA document we sent over for your review and
signature.
I hope you had a chance to review it, if yes please sign it and send us back in order to discuss
next steps and If you have any question please feel free to schedule a call the meeting
scheduling link.
Looking forward to hearing from you!

Warm Regards,

(Signature of the BDS)

4th Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

I hope this email finds you well. I'm reaching out once again regarding the NDA document
we sent over for your review and signature.

If you haven't had the chance to review the NDA yet, could you please confirm when we can
expect to receive your feedback?Additionally, if there are any questions or concerns you'd
like to discuss, please feel free to use the meeting scheduling link provided below.

Thank you for your attention to this matter, and we look forward to your prompt response.

Warm Regards,

(Signature of the BDS)

4) Follow Up Emails
1st
Follow up
Hi (Name of the Prospect),
Hope you are doing well.
I wanted to follow up on our recent conversation, please feel free to schedule a 15-minutes
call through this link (meeting scheduling link) to discuss if you have any queries about our
proposal.
Looking forward to speaking with you!
Warm Regards,
(Signature of the BDS)
2nd Follow up

Hi (Name of the Prospect),

I hope this email finds you well.
I wanted to follow up on our recent conversation regarding the proposal we sent over, if you
have any queries or need further clarification on any aspect of the proposal, please feel free to
schedule a convenient 15-minute call at your earliest convenience.
Looking forward to connect and discuss how we can work together effectively.
Warm Regards,
(Signature of the BDS)
3rd Follow up
Hi (Name of the Prospect),
I hope this email finds you well.
I wanted to touch base following our recent conversation regarding the proposal we
submitted, if you have any questions or require clarification on any aspect of the proposal,
please let me know and use the meeting scheduling link to schedule a quick call.
Looking forward to hearing from you!
Warm Regards,
(Signature of the BDS)

4th Follow up
Hi (Name of the Prospect),
I hope this email finds you well.
This is another follow-up regarding the proposal we submitted to you, If there are any
queries or points you'd like to discuss, don't hesitate to reach out.
We’re available for a brief call at your convenience, and I've included a meeting scheduling
link below for your convenience.
Looking forward to you response!
Warm Regards,
(Signature of the BDS)

5) Follow Up Emails
1st Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

I am following up about the NDA and Agreements we have sent over, please take your time
to review the documents thoroughly.

Should you have any queries or require any further information, don't hesitate to schedule a
call through the meeting scheduling link.

Thank you once again for considering collaboration with us. Looking forward to the
opportunity to work together.

Warm Regards,
(Signature of the BDS)

2nd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

Following our call, I wanted to check in to see if you've had the chance to review the NDA
and Agreements we sent over.

If you have any questions or require clarification on any aspect of the documents, please don't
hesitate to reach out. Your understanding and comfort with the terms are paramount, and I'm
here to provide any assistance you may need.

Looking forward to your feedback and the opportunity to move forward together.

Warm Regards,
(Signature of the BDS)

3rd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

I trust you're doing well. I wanted to touch base regarding the NDA and Agreements we
shared with you after our call.

We're eager to finalize this stage and move forward with our collaboration. Thank you for
your attention to this matter, and we look forward to your response.

Warm Regards,
(Signature of the BDS)

4th Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
This is another follow-up regarding the proposal we submitted to you, If there are any
queries or points you'd like to discuss, don't hesitate to reach out.

Looking forward to your feedback and the opportunity to move forward together.

Warm Regards,
(Signature of the BDS)

6) Follow Up Emails
1st Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

I wanted to follow up on your e-signature on the NDA and Agreement documents, please use
the provided Zoho Sign link to access the documents and e-sign them at your earliest
convenience.

Should you have any queries or require any assistance with the e-signing process, please feel
free to reach out to us.

Looking forward to your confirmation.

Warm Regards,
(Signature of the BDS)

2nd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.
I wantedto see, if you've successfully e-signed the NDA and Agreement documents using the
provided Zoho Sign link? Your confirmation will help us ensure that all necessary steps are
completed for our collaboration to proceed smoothly.

Looking forward to your confirmation and the opportunity to move forward together.

Warm Regards,
(Signature of the BDS)
3rd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

I wanted to follow up to ensure that you've had the opportunity to review the NDA and
Agreement documents and that any queries or concerns you may have are being addressed
satisfactorily. Please feel free to revert to this email with any questions, and we'll ensure
prompt resolution.

We appreciate your cooperation and look forward to the opportunity of working together.

Warm Regards,
(Signature of the BDS)
3rd Follow up
Hi (Name of the Prospect),
Good Day!
I hope this email finds you well.

Thank you for your patience and cooperation throughout this process.

I wanted to follow up regarding the NDA and Agreement documents we provided. Hope you
had the chance to review and e-sign them?

We're eager to move forward with our collaboration and ensure that all necessary steps are
completed. Once the documents are finalized, we can proceed with the next steps.

Thank you for your attention to this matter, and we look forward to your prompt response.

Warm Regards,
(Signature of the BDS)