Professional Documents
Culture Documents
Cold email templates
Cold email templates
4 Follow-up Templates 65
6 Klenty 109
Introduction
Cold emailing to prospects is one of the most widely used effective strategies for finding new
customers. All successful salespeople, in their repertoire of tools and techniques, will have
a set of cold email templates which they test and use with a high degree of success.
Cold email is just the first step in attempting to open conversation with your
prospect. Even if some one has a need for your product or offering, it often
takes 7-10 touches and followups before you get a response. So not only do
you need an effective email for your first cold approach, you also need to
have effective templates to followup and give them more reasons to start a
templates that you can use from first touch to multiple follow
1 First Touch Templates: Use these templates when sending the first cold email to your prospect.
7 Referral Templates: When you write to someone higher up in the prospect organization and
request an introduction to the right person
7 Direct Sales Outreach Templates: Write directly to the appropriate person in your target
company and engage in a sales conversation
7 Value Add Outreach Templates: Write directly to the appropriate person in your target
company, to share something of value and build a relationship
7 Checking in: Remind the prospect gently that you have written to them earlier and you are
awaiting a reply
7 Adding Value: Add value to your prospect, and in the process - remind them of your
commercial intent
7 Use Humor: Add some humor to make your follow up email stand out
Hi {{FirstName}},
Would You mind pointing me towards the right person and the best way I might get
in touch with them?
Referral 2 : Value Proposition 05
This is a simple and direct template that goes straight to the point. It does not waste time with personal introductions or pleasantries.
Proposition where you helped a similar company achieve an important benefit, then this template might be a good way to ask for a referral.
Sub: {{FirstName}},
Hi {{FirstName}},
We recently helped a start up [insert result] by [what you do]. Can you point me to
the person who handles [what you do] to discuss further.
Referral 3 : Who is the best person? 06
This referral email template provides some additional context for the outreach. Again the reason this template stands out is that it is not
sales. Is not making a big ask (meeting/ call etc).
All you are trying to do is establish if there is a need for your solution. Also mentioning that you were doing research on the prospect
company to establish fit - makes it less pushy.
Subject: Looking for best [insert job area where you’d like to start] contact
Hi {{FirstName}},
Could you please help me by pointing me to the best person there for a
brief discussion?
Referral 4 : Open with a compliment 07
This is a referral email template that opens with a compliment to the prospect. Then you simply put forth four value propositions
and request to be pointed to the responsible person. This template works because you begin with a compliment and also brief them on how
you can add value and in return you make a simple ask to be guided to the correct person.
Hi {{First name}},
I really like the clean design and usability of your website. It’s really, really good.
{Your brief value proposition} and would like to speak with someone who is
responsible for this area of your marketing, at {prospect’s company}.
Are you the right person to speak about this? If not, who do you recommend I
should contact?
Many thanks
Referral 5 : Synergies 08
This is a referral template that you can use to reach someone who can help you introduce yourself to your prospect. The subject line does all
the talking. It is direct and questions if they are willing to help. The mail provides the reason why you want to connect. It helps you to make
your point stronger by stating how you helped the prospects’ competitor in the past similarly.
Hey {{FirstName}},
{prospect’s company}?
I wanted to connect with {him/her} because our email lists target a similar demographic with limited overlap. Seeing
our products are noncompetitive, I wanted to touch base to see if {he/she} was up for brainstorming ways to leverage
We did this with {prospect’s competitor} in the past, and both parties received a 15% lift in new subscribers.
(Source)
Referral 6 : Scaling Customer Acquisition 09
This is another referral email template that you can use if you are approaching to help in scaling your prospect’s customer acquisition.
The mail is just trying to establish if your prospect is interested in scaling customer acquisition. And if yes then who
{{FirstName}},
One of our clients was able to acquire about 6,000 customers at half of their target cost
per acquisition number. Is this something that might interest you right now?
handles this?
Referral 7 : Connecting based on the online profile 10
This is a referral email template that you can use when trying to connect with someone whose profile you came across on the web. The
template is ideal for a first
touch as it begins with an intro to yourself and a brief pitch of your product and it simply closes with a request for a call to discuss how your
product can provide value.
Hi {{FirstName}},
My name is [my name] and I head up business development efforts with [my company]. We recently launched a new
I am taking an educated stab in the dark here, however, based on your online profile, you appear to be an appropriate person
to connect with … or might at least point me in the right direction.
I’d like to speak with someone from [company] who is responsible for [handling something that’s relevant to my product].
If that’s you, are you open to a fifteen-minute call on _________[time and date] to discuss ways the [company name]
platform can specifically help your business? If not you, can you please put me in touch with the right person?
(Source)
Referral 8 : The Elevator pitch 11
This is an example of a referral template that is very specific and data-driven. The subject line states the metric you want to discuss.
{{FirstName}},
One of our clients was able to [improve metric by number] at half of their target cost
per acquisition number. Is this something that might interest you right now? If so, can
(source)
Referral 9 : I looked at your site 12
Indicating that you spent some time on their website and have done your research is a good way to start a cold email. The template
Hi {{FirstName}}
This is {your name} with {your company name}. I just took a quick look at your site and noticed that
{prospect’s company} looks similar to many of the SaaS clients that we help every day.
I’m sure you’re already thinking about engagement metrics and ROI by acquisition source, but I’d love to
get a sense of how you’re uncovering that data and share some insights we’ve learned along the way
Have I got the right person? If not, please recommend who I speak with?
(Source)
Referral 10 : Good fit 13
This is another referral template that is simple and direct. It begins with a brief intro about you and your product. Without being too sales, it
establishes your market position and requests a referral to the right person.
Hi {{FirstName}},
I’ve been working for a company called {my company} that speciali1es in X, Y and Z. In thinking about your
role at {company}, I thought there might be a good fit for your group.
Our {product name} has garnered a lot of attention in the marketplace and I think it’s something that your
(Source)
Referral 11 : With a Blurb 14
This is a referral email template that you can use to ask for an introduction. In order to make it easy for the referrer, you may also provide a
blurb. The subject line clearly states the motive of the mail. The mail itself is direct. Reminds the conversation and then simply asks for an
introduction with the interested person mentioned in the conversation. You send a blurb to make it easier for them to introduce.
Hey {{FirstName}},
It was fantastic meeting you last week at [event]. I enjoyed our conversation about [topic discussed].
As we were discussing what I’m working on, you mentioned that you know [contact name] over at
[company name] and how [s/he]’s an expert in this space. If you’re willing, an introduction to [contact
name] would be greatly beneficial and [s/he] might be interested in learning more.
I understand you might have a lot going on so I attached a short blurb below to make the introduction as
easy as possible. Would you be able to take a moment to introduce me?
(Source)
Referral 12 : Favourite Team 15
Hi {First Name},
I see that you’re a {team} fan, so you must be excited about {player} {player’s achievement}.
As {company} continues to scale, your {department} team needs {pain point that you solve for} just as
{how same point applies to team}.
{First Name}, I’d love (if possible) to be referred to the best person on your {department} team to
Best
Direct Sales Outreach 16
While writing one level above and asking for a referral was a good (and perhaps necessary) approach a few years ago, these days with
social media tools like Linkedin and other sources of data, it is usually quite easy to find the appropriate person and write to them directly.
Here are a few templates where we write directly to the Prospect who is in charge and explain why they should talk to you.
Hi {{FirstName}},
[Mutual connection] recommended we get in touch. I work for a company called company name]
In thinking about your role at [company}, I thought there might be a great fit for your group.
Our [product name] has been extremely well-received in the marketplace and I think it’s something that might be
helpful for you!
(Source)
Direct 2 : Trigger based outreach 17
Triggers are a very effective way to personalise your cold emails. This template uses a recent event as a trigger to congratulate and connect
that with how you helped other similar companies adapt to the changes arising due to the event.
Hey {{FirstName}},
Because I work so much with [your targeted industry], I constantly follow industry news. I’ve noticed that
you recently [company action]. Congrats!
Usually when that happens, [business value] becomes a priority. That’s why I thought you might be
interested in finding out how we helped [similar company] get going quickly in their new direction -
If you’d like to learn more, let’s set up a quick call. How does [specific day and time] look on your calendar?
Regards,
(Source)
Direct 3 : Ideas for you 18
This is a first - touch email template that you can use to contact someone directly when you have done some research and have specific
ideas to improve their business. The subject line stands out and conveys what the mail is about. After a brief intro about you, your company,
and your client tell the mail jumps to explaining the idea to improve business and it closes with a meeting request to
My name is {{your name}} and we work with companies like {{Company names}} to improve their sales.
I’ve already started looking at {{Company name}} and I have a few ideas about how you can drastically
increase your {{type of sales}}. For example,{{how you can help with existing issues}}.
I have a lot more ideas that may be useful for you. Do you have time on {{Date and Time}} for a 15-minute
Hangout or Skype call?
Direct 4 : Resort to Outright Flattery 19
When approaching someone who is very well known in your industry, you can use this template as
Hi {{FirstName}}
I have to say this right off the bat: I really admire the work you’ve done at {{company}} and how you’ve
improved {{what they’ve done}}. I would love to pick your brain on {{Their specific skill}}.
I think you can continue to increase those sales with {{your services}}. Time is precious but I wouldn’t
as if there wasn’t some substantial benefit for you. Can I steal you away for a 15-minute phone call
tomorrow at {{insert time}}?
Thanks,
Direct 5 : LinkedIn article 20
This is a first-touch email template that you can use when you come across an article that your prospect has written on LinkedIn.
You can use this template to inform about coming across the article and how it can help others you know facing the same
Hi {{FirstName}},
The article that you shared on LinkedIn yesterday addresses a challenge that I've heard two sales
directions mention this week. Your unique perspective would be beneficial for them to hear.
We help sales executives improve their rep’s success with a similar approach. Do you have 5 mins to speak
Hi {{FirstName}},
can put proven sales tools into the hands of everyone who sells your
product.
(Source)
Direct 7 : Learn about you 22
This is another first-touch email template. The subject line shows your intent to connect and help. The template is direct with a brief
intro about you and your product. Then it pitches your intention to learn more about a particular point that you
Hi {{FirstName}},
I wanted to learn how you handle {thing your company handles} at {Company Name} and
(Source)
Direct 8: Use Numbers and Stats 23
This is another first-touch email template. The subject line shows your intent to connect and help. The template is direct with a brief
intro about you and your product. Then it pitches your intention to learn more about a particular point that you
Hi {{FirstName}},
I wanted to learn how 0ou handle {thing your company handles} at {Company Name} and
(Source)
Direct 9 : Quick Call 24
This is a first-touch email template that you can use to approach your prospect directly. The subject line provides an attractive
value proposition. Apart from being very clear on the benefit offered, this template provides social proof to make the
I have an idea that I can explain in 10 minutes that can get [company] its
[First name], let’s schedule a quick 10-minute call so I can share the idea
(Source)
Direct 10 : Analysis on your product 25
This template works because your email copy is focused on how you analyzed and found that your new product can provide value
to the prospect. Also, the objective of the call is positioned as "getting your opinion" - which is always an easier CTA than
a sales pitch.
Hi {{FirstName}},
I really like what you’ve done so far with {company} and we genuinely believe it has great potential.
Earlier this week we’ve basically done an analysis with a new product that we recently launched and
found that you have an easy 15% revenue improvement. We were a bit surprised as the average
I’d really like to give you a quick call sometime next week to show you the results and get your opinion.
Thanks,
Direct 11 : Focus on Benefits 26
Use this template to demonstrate your understanding of the industry and key issues that your prospects deal with.
{{First Name}},
In working with other (INSERT INDUSTRY OR POSITION), one of the key issues they’re struggling with is
This past year we helped numerous companies to (INSERT BUSINESS DRIVER), resulting (in MONEY SAVED,
REVENUE ADDED, PRODUCTIVITY INCREASES).
If this is something you’re challenged with too, let’s set up a quick call. I have some ideas that might help.
{your name}
Direct 12 : Talk down your competition? 27
Want to find a list of companies that use InfusionSoft? Tools like Builtwith allow you to make a list of companies who use a given
product (eg: your competition). You can then approach these companies and talk about how (you are better than your
Hi {FirstName},
Just ran across your website and noticed you were using {Your competitor’s product}.
I run a {service} called {your company}. It’s just like {Your competitor’s product}, only {key differentiator}
If you’re up for it, I would love to jump on a quick call with you and get your opinion on how we could make {the
prospect’s company} better (and see if it would make sense for us to work together).
(Source)
Direct 13 : Head to Head against your competitor 28
This is another email template that you can use to connect with someone using your competitor’s product. After a brief introduction
of the product mention the key differentiator from your competitor. Focus on how you can solve an issue and not on the features to
differentiate. You close it with a request for a call.
Hi;{{FirstName}}!
Just ran across your website and noticed you were using (COMPETITOR NAME).
I run a (SERVICE) called (YOUR COMPANY NAME). It’s just like (COMPETITOR) only (SHORT DIFFERENTIATOR)
If you’re up for it, I would love to jump on a quick call with you and get your opinion on how we could make
(COMPANY NAME) better (and see if it would make sense for us to work together).
Would (TIME OPTIONS) be a good time for you? (if not, I’m flexible, just let me know)
(Source)
Direct 14 : Help us…help you 29
This is a good example of a well structured direct email template. It communicates your understanding of their role/function, your
track record in being able to solve their problem/ challenge. The approach is helpful and not pushy
Hey {{FirstName}},
In working with other [job title]s, one of the key issues they’re struggling with is [key issue].
This past year we helped numerous companies to [business driver], resulting [money saved, revenue added,
productivity increases].
If this is something you’re challenged with too, let’s set up a quick call.
(Source)
Direct 15 : Personalised Demo 30
A lot of times, prospects don't want to jump on another sales call with a pushy sales rep. But if you have a product that promises to
help them, they are open to exploring and learning more on their own time - without being sold to. The engagement with
these emails can be order of magnitude higher compared to pure sales development emails.
{{FirstName}},
I love {prospect’s company} and I’m also a big fan of your blog.
I work with companies like {prospect’s competitors} and help them {key benefits}. Here’s an example of {give an
example}.
Just wanted to email you and see if {prospect’s company} might be interested in a {similar type of solution}.
I made a demo for you based on {what it was based on} to show you what it might look like.
(Source)
Direct 16 : Be Upfront 31
This is a first touch email template that you can use if who are someone who likes being upfront with your customer if things are not
working out. The subject line provides the reason for the outreach. The mail template does not sound salesy; it begins with an intro
about you and then provides a list of your clientele to establish credibility. Then you mention about being upfront and
Hi {{FirstName}},
My name is {your name} and I’m with {your company}, a [what you do].
We’ve worked with venture-backed startups to Fortune 500 companies like [companies you’ve worked with].
We take a different approach to growing companies and aren’t like [other companies in a competitive niche].
We move quickly and if we don’t think we can kick butt for you, we’ll be upfront about it.
Are you free for a chat this week or next about marketing? If so, I’ll be available at {insert two times}.
(source)
Direct 17 : Saw your careers page 32
This is an ideal template that you can use to approach someone if you can eliminate the need for a manual resource to solve a
specific need. Bonus points for showing that you took the time to go through their careers page.
Hi {{FirstName}},
I noticed on your careers page that you’re hiring {title of your end users} who {describe the problem}.
Would love a few minutes to discuss how {your company} removes this burden.
Would you be open to a call {insert two times} to see how we could help
your team?
(Source)
Direct 18 : Competitor just did X 33
Drop your prospect's competitor's name in the subject line and you are guaranteed to get your email opened. This template works
wonders if you can use specific news about the prospect's competitor.
Hi {{FirstName}},
I noticed on your careers page that you’re hiring {title of your end users} who {describe the problem}.
Would love a few minutes to discuss how {your company} removes this burden.
Would you be open to a call {insert two times} to see how we could help
your team?
(Source)
Direct 19 : Trigger Event 34
A lot of successful sales people setup Google Alerts and keep an eye out for specific triggers - such as key hires, funding
announcements etc. Using triggers will continue to be an increasingly successful outreach strategy
Hi {{FirstName}},
I’m reaching out because {trigger event - hiring new person dealing with vendors of the category you’re in}.
I know sometimes that causes people to want to switch {service you provide} vendors to get {benefit}. I wanted to
If this is of interest to you, can you please let me know either way?
Thanks,
{your name}
(Source)
Direct 20 : Trigger Event and a Common Connection 35
Hi {First Name},
Your {LinkedIn description, company’s recognition in the Inc. 500, connection with XYZ colleague} inspired
me to reach out.
Other staffng firms like A, B, and C leverage {product} to accomplish X and Y.Within six months of working
with {company}, client {saw X results}.
I’d be happy to share a few ideas about how {prospect company} could accomplish the same.If you’re
open to it, when would be a convenient time to chat? Say, {XYZ time}?
Best,
[Your name]
Direct 21 : The Referral Warmup 36
I've been loving the [relevant (true) complement based on the work in your discipline] coming out of the [Company
Name] for the past few months, especially the recent [relevant post, design, rebrand, feature, update and a
One of my acquaintances, [name of connection] is a contributor to the [Company Name] and she recommended I
reach out to you to see if it'd be a good fit for me to contribute as well.
Right now, I typically [one liner about the services you offer and niche that it's in, showing your clearly a
[If possible, add an extra sentence highlighting relevant past work or offering up more industry credibility
boosters.]Let me know if this sounds interesting and I'd be happy to put together a few ideas on a [deliverable]
[Your Name]
Direct 22 : Refer to a Superstar 37
Hi {First Name},
Based upon your {social media}, you’re a fan of {idol} - inspiring me to reach out to you here.
What would {idol} be without {point of relation}? {Funny commentary}.{My company} is the {idol} of
Our platform provides {benefit 1} and {benefit 2}. Features like {feature 1},{feature 2}, and {feature 3} make
your team {benefit 2} - making them ready to boost their fame (much like {idol} and their team).
{First name} - might you be willing to connect for just a few minutes to talk about how we can get
Best
Direct 22 : Refer to a Superstar 38
Hi {First Name},
Based upon your {social media}, you’re a fan of {idol} - inspiring me to reach out to you here.
What would {idol} be without {point of relation}? {Funny commentary}.{My company} is the {idol} of {industry or
market niche}.
Our platform provides {benefit 1} and {benefit 2}. Features like {feature 1}, {feature 2}, and {feature 3} make your team
{benefit 2} - making them ready to boost their fame (much like {idol} and their team).
{First name} - might you be willing to connect for just a few minutes to talk about how we
Best
Direct 23 : New Blog Content 39
I've been a fan of what you've been doing with [Company Name] over the past couple of years.
I'm reaching out because I'm working on a new piece geared towards [topic of the blog post you're writing] from
those who've already been through this experience themselves and I'd love to hear your take on it.
The post will be publishing to my blog [optional-that gets x # of readers] and I'd love to get a quick quote from
If you'd be able to answer this question in a few sentences, that would be amazing:[Relevant question/challenge
[Your Name]
Direct 24 : Love your Articles 40
I wanted to reach out and give you a heads up that I've been loving the {your service medium} coming out of
I hope that this email finds you well. I know you are busy, so I won’t take up a lot of your time. The purpose of this
email is to introduce myself, as I enjoy connecting with people who work in the same industry.
My company, {XYZ Corporation}, speciali1es in {your speciali1ation}. I am a big supporter of {prospect company}
If you have the opportunity, don’t hesitate to reach out via email. Of course, you can also connect with me via
Thank you for taking the time to read my email. I hope we cross paths in the future!
Cheers,
Direct 26 : Demo Video for Prospect's Blog 42
Hi {First name}
I am a huge (compan) name} fan. I especially liked your recent video on {abc}.
I take a keen interest in making videos and work with companies like {competitor} and make weekly videos
Here is a video that was published last week on their site - {link url}. Would {company name} be interested in a
similar series? I have made a demo for you to get an idea of what it will look like.
Just say the word and I will set up a meeting to discuss the finer details.
Best,
{First name}
Direct 27 : Reach an Influencer using Common Connections 43
Thanks for your tweeting my blog post {link url} mentioning you. I am overwhelmed. I am actually working on an
The basic idea of this blog post is {your value proposition}. I wanted to see if I can grab 5-10 mins of your time
Let me know if you are interested and I will set up the call.
Best,
{first name}
PS: Here's me quoting our mutual friend {ABC} in Forbes {url link}
PPS: Here's a piece that I wrote for Inc featuring your buddy {XYZ}
Hope you are doing great. I have been a big fan of yours since I saw you speak at {some event} about how you
turned down a $xxxxxx job offer at {some company} to start your own company with $yyyyy in your bank
I was wondering if you will be interested in being a headline speaker at {your conference}, an annual startup
You can set up a recruiting booth at the event if {prospect's company} is hiring or just spread the Marini gospel,
but I will do whatever it takes to make speaking at {your conference} worth your time and easy for you.
I can give you a more in depth run down if you had like: here is a gist of it
{link url}
Best,
{your name}
Direct 29 : Reaching out to Competitor's customer 45
Just ran across your website and I notice that you are using {your competitor}.How are you liking it? We have
It is similar to {your competitor} but only simpler and powerful to use. If you are up for it, I would love to jump
how we can improve {your product} and check if it makes sense for us to work together.
Would {date and time} be a good time for a call? (If not, I am flexible. Just give me buzz anytime)
Thanks.
{Your Name}
Direct 30 : Approach for a Backlink 46
I was searching for some articles about {topic} and I came across this page on your blog {url link}I noticed that you
I reference this post a lot.Just wanted to give you a heads up that I published something similar. It is like
Here is the link to my article {title - url link}I'd love to hear your feedback on it.
Also might be a worth to mention on your page?Either way, keep up the awesome work.
Best,
{your name}
Direct 31 : Help to Double down a goal 47
Hi {First Name},
I came across {prospect's company} recently and was going through your website and thinking how
I did a quick search and found over 16,000 people on Linkedin with the title {designation} in the US alone.
1. Collate a list of these {designation} who are potential prospects for {prospect's company}
3. Reach out to them in a personalised and targeted manner to talk about how {prospect's company} can help them.
Well, {your product} is a tool that can help you solve the 3 challenges outlined above to deliver new
If that sounds useful, would you be interested in a quick call/ or a free trial to help you get started?
Best
Direct 32: Reach your Niche Market 48
Hi {First Name},
“Data. Data. Data. I cannot make bricks without clay.” Sherlock Holmes said it about detective work.
But it fits for sales too. If you know exactly who to reach, when to reach them and the little things about who they
I see that you sell to {industry}. At {your company}, we speciali1e in that very vertical and can get you the
How about a quick call to talk more? Can I block 15 minutes on your calendar sometime this week?
Best,
Direct 33 : Loved the Article 49
Hey{First Name},
I have been following your blog post for the past 3 years, so many great insights.
Your recent post on {post title/topic} really resonated with me, I followed it step and step and {brief on how
I have written a post about it here {url link}If you are so inclined, I'd love for you to share it with your audience.
Regards,
{Your Name}
Direct 34: I Just met you Email 50
Hi {First Name},
It was nice to meet you at {Occasion where you met}. I loved learning more about {!Something discussed}.
I’m really interested in learning more about your role as {Job title} at {Company}, as {Reason why you’re interested}.
If you have time in the coming weeks, I’d love to {Follow up action} and hear more about
Sub: {Company X} acquires {competitor} - keep using all the {X features}you love
Sometimes acquisitions work out and sometimes ... the product gets shut down.
Or starts drifting from its vision. Or the new owners increase its price by a lot. Over at {your company}, we have
1. Feature 1
2. Feature 2
3. Feature 3
1. Benefit 1
2. Benefit 2
3. Benefit 3
Regards
{Your name}
Value Add Outreach 52
When you are making a direct outreach to the person whom you have identified as your ideal prospect, you may want to
"warm them up" with a couple of non-salesy emails - just to establish rapport and add some value to them, before you hit them
Hello {{FirstName}}!
I’m just writing to let you know that our latest post, about {what your blog post is about}. In it, I share {what it’s about}.
I hope you enjoy it and I’d love to hear your thoughts on it.
{Your name}
(Source)
Value Add 2 : Template for Sharing Resources 53
This is another first touch up email template which you can use to approach someone directly. The mail works because you are
establishing your claim of being an experienced player by providing valuable resources to the prospect. It also works
Hey{First Name},
We founded our business back in {date of founding} which means that we’ve had a lot of time to learn the ins and out of
{type of business you’re in}.
I wanted to use this as a time to shoot you some ideas that you could implement in Your business. I’ve compiled a
document of resources including tests that we’ve run on our website and blog posts containing information about our
business that will hopefully give you the inspiration you need to get started on the right foot.
Cheers,
{Your name}
Value Add 3 : Recommend a Tool 54
This is another first touch email template that you can use to approach the prospect directly. It provides a suggestion about a tool
that will help your prospect achieve her goals.
Hi {{FirstName}},
I came across your tweet recently on [problem you are facing]. Have you tried using [recommendation]?
Happy to chat more about it or send over some templates and examples if you’re interested.
Value Add 4: Visited Our Website 55
This is a first touch email template that you can use to approach someone who has visited your website. The template jumps
straight to the point without any pleasantries or introductions. This template will work great when you suggest a good
Hi {{FirstName}},
I noticed that you and some of your colleagues at [their company] visited our website and downloaded
I was wondering whether you were trying to learn more about how you might improve [business solution]. So, I would be
happy to setup a no strings attached 30 minute consultation with our expert team on [topic].
Let me know if you think this might be useful? Hope to hear from you.
Regards,
Value Add 5 : Additional Resources 56
This is another first touch email template that you can use with someone who has visited your site or visited your blog post. The
template works because you are sharing more resources. Also because you are requesting time for a call to share valuable
Hi {{FirstName}},
I’m just writing to let you know that our latest post, about {what your blog post is about}. In it, I share
Here’s a link to the latest post: {Post link} I hope you enjoy it and I’d love to hear your thoughts on it.
Regards,
Value Add 6 : Responding to an online post 57
This is another first touch email template that you can use to approach someone directly and answer a question they have posted
online. The subject line piques thatinterest of the prospect because he needs an answer for the same. The template is
also not sales as you are only providing a value proposition to help the prospect.
Hey{{FirstName}},
I saw that you recently posted a question on LinkedIn about how to generate new leads for your company.
I’ve found that [solution] has been successful for several companies in your space. I would love
to set up some time to chat about this solution if it strikes your interest.
Regards,
(source)
Value Add 7 : Helpful resources 58
This template provides a lot of value upfront. By sharing additional resources. Further, it also establishes that you took the time to
conduct research and finally you are setting up a call to talk about industry benchmarks. What's not to like about this template?
Hi {FirstName},
I noticed that you recently visited our {Page or Blog Post}. I wanted to quickly check in and make sure that you were
able to find the resource you were looking for?
I actually also took a minute to look at your company, and I thought you might be interested in how your current
performance compares to the industry benchmarks that we regularly see.
(Source)
Value Add 8 : A Presentation 59
I noticed that your blog/site isn't optimi1ed for mobile! Here is how you can improve it: {share the visual
presentation}{Your company} has a plugin that can easily optimi1e wordpress blogs/sites to enhance the
We would love to connect over the phone for few minutes and get this fixed for you.
Alternatively, you can also download our plugin here {url link}
Best,
{First Name}
Value Add 9 : Gamification 60
Hi{First Name},
I’d like to share a quick idea with you that has helped {Clients} gamify their sales team and exceed their revenue
goals.The concept is fairly simple, and leverages the game mechanics of competitions like Fantasy Football, and
Thanks,
(Source)
Value Add 10 : Industry / Competitor event 61
Hi {First Name},
I saw that the {new industry event} will result in {negative effect for the company's revenue}.
I think our company may be able to help you deal with the situation. With {your company}, you should be able
Should we talk or is there someone else that I can connect with for a quick 15 - 20 minutes call? Our company
{name}, helps {brief about the pain point your product/offering will resolve}.
We have helped other companies {companies list} increase their revenue by x% in just 3 months.
Are you or someone from the team available to hop on a quick call sometime over the next week or two?
Best,
(Source)
Value Add 11 : When you're a stranger 62
Hi {First Name}
I'll keep this short and sweet to make the 26 seconds it takes to read this worth your time (yes, I timed it.).
As a {job title} at {company}, I get to speak with people like you about {achieving X}.
Could we schedule a 15 to 20 minute call to discuss your strategy for {achieving X} -- what excites you,
which challenges you see, and how you envision your plan changing down the road?
Even if you decide not to continue the conversation after our call, you'll leave with some advice for {business area}
Best,
[Your name]
63
Follow-up Templates
Following up is the most important lever to improve the response rate of your cold email campaigns. Many
studies have shown that it takes an average of five follow ups to close a sale. So do not stop after a couple of
follow ups; keep following up till you get a response.
Occasionally, as part of your email followup/ cadence, you may want to simply refer to the previous email and
bring it back to your prospect's attention/ casually float it to the top of their inbox.
Giving them another opportunity to read your previous outreach/ message and respond. While we do not
recommend excessive usage of the "Checking in" variety of followup, it is common practice to mix it up in your
followup sequence and add one of these - especially during the early stages.
Checking In 1 : Simple follow up 64
This is a simple follow up template that you can use in your cadence. It adds little value beyond reminding them that you have
approached them on the same topic a few weeks ago. But it is an effective way to bring your previous approach to the top of
their inbox
HeY {{FirstName}},
Would love to have a quick conversation to see if I could You help You with your {give a solution to their problem}
Are you available {insert two times} for a quick 10 minute call?
{your name}
(Source)
Checking In 2 : Confidence + Empathy 65
Some times a mix of confidence + empathy can move the needle. This template stands out because you are empathetic to the
prospect and the fact that they may not want to start a conversation with you. At the same time, your confidence in being able to
Hi {{FirstName}},
I understand your position, but I wouldn’t follow up with you if I didn’t strongly think that {your company}
can help {their company} solve {challenge #1} by {product benefit #1} and {product benefit #2}.
I can promise you that {your product} is going to be an industry standard. By choosing to not implement it, you’re
putting your business and your ability as a {their department} person at a disadvantage.
Let me know if you want me to jump on a call so I can walk you through
what we do.
Checking In 3: The early follow up 66
This is a follow up email template that you can use to follow up on your prospect earlier than the scheduled time. By checking in a
few days/ weeks earlier than they had requested is a subtle way to demonstrate that you value the relationship and the
opportunity. Some thing that differentiates the top sales people from the rest.
Hi {{FirstName}},
Last we chatted, you requested that I get in touch in November. I may be a month early, but I figured it’d
be worth checking-in.
Have you given any additional thought to my proposal? I’d be happy to do a quick review of it on the
(Source)
Checking In 4 : Post Voicemail 67
Just left a voice mail? Don't stop there. Drop an email letting them know that you left a voice mail. +1 for persistence
Hi {{FirstName}},
In my voicemail, I mentioned that I’ll try you again on [date and time], but feel free to reach me whenever
works best for you at [phone number] or shoot me any questions via email.
(Source)
Checking In 5 : Just missed you 68
This is another example of a voicemail + email combination.
Hi {{FirstName}}
Must have just missed you! I just left a voice mail on your cell.
Please shoot me an email or call me when you get a chance at (xxx xxx xxx)
Best Regards
Checking In 6 : Offer to help 69
This template can be an effective followup to a more detailed first touch - and also has the benefit of being more
Drop me a note if you caught this {{FirstName}}. Would love to chat some more about your sales / provide any
assistance I can there. Discussing your plans for [your area of expertise] (even if it’s just advice I can pass on!)
{{FirstName}}, I’m writing to follow up. I’m not sure what our next step is.Let me know what makes
(source)
Checking In 8 : Btw, we were in the news 71
This is a follow up email template that you can use if you were in the news recently and for good reasons. Use that as an excuse to
share the good news with your prospect. Then request for a chat to take your conversation forward.
Hey {{FirstName}}, we got some new press coverage [link] that I wanted to
(source)
Checking In 9 : For a busy prospect 72
Often, you may just wish to forward your previous (more detailed email) with a slight variation on the call to action. This template is
well suited for such a situation.
Drop me a note if you caught the email below {{FirstName}}; I know you’re a busy man!
I’d love to talk a little bit more about {your company}, yourself, and any ways in which we can be collaborating.
Hi {{FirstName}},
I didn’t hear back from you last week when I was looking for the appropriate person managing your [statement].
If it makes sense to talk, let me know how your calendar looks.If not, who is the appropriate person?
Checking In 11 : Follow up and ask for referral 74
Once you have followed up a few times, it may be a good time to ask the recipient to connect you with the right person - incase you
have been barking up the wrong tree. This email template begins with a recap of your value proposition and then it tries to
Hi {{FirstName}},
I didn’t hear back from you last week when I was looking for the appropriate person managing your [statement].
If it makes sense to talk, let me know how your calendar looks.If not, who is the appropriate person?
Checking In 12 : When Waiting for an Answer 75
Hi {First Name},
In case you missed my email {week/day you sent it}, {restate why you’re reaching out}. {Value statement
specific to recipient}.
Hey {FirstName},
I wouldn't be reaching out again but I strongly think that we can work together and we can help you {achieve goal}
Freshtrip, Intercom and Autopilot, three of the fastest growing SaaS startups in the bay area use us
I suspect that we could be helpful for {prospect company} as well. Can we schedule some time to talk this week?
Best
Checking In 14 : Testimonials 77
Hi {FirstName}
Incase you are still on the fence about whether automated prospecting makes sense for you,
I wanted to share a few quotes on what our customers are saying about us:
“The prospector works like a charm and integrates beautifully with our
Company}
Intrigued why so many sales people love to use {your Product Name}? We
should talk!
Best,
Every Follow Up is an opportunity to Provide Value 78
Rather than perpetually "checking in", mail after mail, we strongly recommend using each followup as an opportunity to add more value to
your prospect. Rather than seek your prospect's attention without offering any thing in return, if you can offer some
Hi {{FirstName}},
I’m sure improving your [objective] is a top priority for you. I thought I’d send you [piece of content] for you to go
through. In this post, we discuss the 5 key ways of improving your [objective]
Would love to know if [piece of content] was helpful to you. Let me know if you would like to discuss
you may need to share educational content that helps them understand the problem better. This template
Hi {{FirstName}},
I didn’t hear back from you last week when I was looking for the appropriate person managing
If it makes sense to talk, let me know how your calendar looks.If not, who is the appropriate person?
Adding Value 3: Share something + follow up 80
This is another follow up email template where you can follow up with your prospect by sharing a useful link and request for a quick
call. The useful link has to be really valuable to your prospect for this template to work effectively.
Hey {{FirstName}},
Following my previous email on how we can help {{Company}} implement [xyz], I wanted to share this [piece of
content] that talks about the key challenges companies face in this context.
Let me know if you have any questions about [topic]. I would love to get on a call to discuss this in greater detail
Adding Value 2 : Educate Your Prospect 81
Often, depending on the type of product/ service that you offer and based on the "awareness level" of your prospect, you may need
to share educational content that helps them understand the problem better. This template helps you achieve this objective.
Hey {{FirstName}},
Following my previous email on how we can help {{Company}} implement [xyz ], I wanted to share this [piece of
content] that talks about the key challenges companies face in this context.
Let me know if you have any questions about [topic]. I would love to get on a call to discuss this in greater detail
Adding Value 3 : Share something + follow up 82
This is another follow up email template where you can follow up with your prospect by sharing a useful link and request for a quick
call. The useful link has to be really valuable to your prospect for this template to work effectively.
Hey {{FirstName}}, can we hop on a quick call Wednesday 4pm or Thursday 11am?
Cheers,
Name
to the prospect as a part of your lead nurturing efforts. The template works because you are asking for a sign up since you
have been providing valuable content and established that you helped similar companies.
Hi {{FirstName}},
Over the past couple of weeks, I’ve sent you a series of emails that I hopehave been valuable to you. This is the final
If you’ve been enjoying the emails I’ve been sending, then I’ve got one more thing I’d like to share that
Our {product}, which we built to help {your target audiences} deliver(s) {the thing that you sell}.
If you’re struggling to {first thing your product will fix}, or feel overwhelmed by {second problem your
{This is where you will say the length of your free-trial and what is required to sign up} You can try it
(Source)
Adding Value 5: If they opened your mail but never replied 84
Hi {First Name}
Following on my previous email, as they have a tendency to slip through the cracks.
At the very least, I wanted to provide you with the top resources that your peers at other {prospect's industry}
companies found helpful: [Helpful link] [Case study]Would it be helpful if we scheduled 15 - 20 minutes to discuss
how some of these topics may align with {prospect company's} 2017 strategy?
Best,
[Your name]
Adding Value 6 : If you just called them 85
Saw that You were checking out our {product}, and wanted to give you a quick shout after checking
The last thing I want to do is waste your time or mine, but I thought it would be helpful to quickly speak and learn a bit
more about what you hope to get from {product} and share some best practices.
Most of our successful users will have a quick set up like this to get things started in the right direction
Is there a good time for you today or the next few days? You can book some time directly on my calendar here:
{Meetings link}.
Best,
{Your name}
P.S. Thought you might like this as well while getting started:
How are you finding {your product} so far now that you've tested it pretty well?
You've locked down the basics of getting {your product} to work for you -A, B & C.A few tips I thought
- Tip 1
- Tip 2
- Tip 3
I'd love to hear how we're meeting your expectations. If there's anything that you haven't found
Best,
{Your Name}
Adding Value 8 : Prospect's gone dark 87
Hi {First Name},
But it still stings :(Sounds like we weren't meant for each other. But I wanted to reach out to you one last time.
I have a few suggestions on how {prospect company} can {accomplish X and Y}. If I don't hear back,
In the meantime, here are two {links, resources} I thought you might {enjoy, find value in}
Best,
[Your name]
Adding Value 9 : Product Updates 88
Hi {First Name}
Last time we spoke you didn't think that {your company} was a not a goof fit for your
The good news is that we now {new feature which addresses their concern}. Based on our past
Just say the word and we will set up a trial account for you and your team.
Best,
Adding Value 9 : Product Updates 89
Hi {First Name}
Last time we spoke you didn't think that {your company} was a not a goof fit for your
The good news is that we now {new feature which addresses their concern}. Based on our past
Just say the word and we will set up a trial account for you and your team.
Best,
Add some humor to your followup 90
Your prospect is constantly bombarded with notifications, social media feeds, Youtube videos, not to mention tons of email every
single day. In this age of over communication, if you can make your prospect smile, then you can stand out among the countless bland
emails that hit your prospect's inbox. Humor if well architected, can make even the most defensive prospect lower their guard and engage
with you in a favorable disposition. Adding one funny email template in your followup cadence is a highly recommended idea.
When it comes to funny templates, we highly recommend that you create your own template based on your target persona and use the
ones provided below as inspiration only
Hi {{FirstName}},
I’ve reached out a few times regarding your sales prospecting strategies there at {company}. My guess
reasons:
- You are secretly a superhero and have been too busy fighting crime to reply
If any of these are correct then they may be the exact reason why we
(source)
Humor 2 : The T-Rex one 91
This is another funny follow up email template. The quasi-anxious subject line stands out. The absurdity of being chased
by a T-Rex makes this one funny. Again, guaranteed to evoke some laughs if your prospect has not seen this before.
{{FirstName}},
I reached out previously regarding [WHAT YOU DO] and haven’t heard back
(source)
Humor 3 : New Chapter 92
Sub: C-H-A-N-G-E-S
Hi {First Name},
I’ve reached out to [company] several times over the past few weeks. What I talked about clearly didn’t resonate.
This partnership is now about three simple things: Helping you improve [X area of business]Helping you solve [X
challenge] Helping you achieve [X results] If the above sounds interesting, let's connect so I can provide more
Best,
{Your name}
Humor 4 : Adele 93
I must have called a thousand times... On a more serious note, last time we talked about [pain] and how [product]
Are you still interested in continuing our discussion? If not, please let me know so I can stop being Adele.
Cheers,
[Your name]
Humor 5 : The Blunt Ask 94
Hi {First Name}
I have of officially stalked you via phone, and now I thought I'd try emailing you.
Thankfully
Humor 6 : Comment on your Blog Post 95
Hi {First Name}
Thank you for the lovely comment for my article on {topic}. Glad that it helped you solve {problem x}.
Just remember, we are always an email away if you need help. (Well, help with our app. I have no clue about good
Best,
Breakup Email Templates 96
As a category, breakup email templates have gained a fair bit of notoriety over the last few years. The basic premise behind
these emails is to tell your prospect that you are "giving up" on them. Usually, you are banking on the pseudo-psychological
manipulation (also known as scarcity effect) - that people want what they can't have. Our experience has been that "Breakup emails" they
tend to work more often than not. Be sure to try them out in one of your cadences and measure the impact.
{{FirstName}},
We are in the process of closing files for the month. Typically when I haven’t heard back from someone it means they’re
either really busy or aren’t interested.
(Source)
Breakup Email Template 2 : Courteous and Firm 97
This breakup email template starts on a courteous note. The subject line stands out with a "thanking you" message. By pointing
out that you respect the prospect's time, it adds another courteous note. And finally puts the ball in the prospect's court if they
Hi {{FirstName}},
I know we haven’t been able to connect, which usually means one of two things: Either the timing may not be
In either case, I want to respect your time so I’m going to go ahead and close your file.
Otherwise, if you would still like to talk, let me know a good time.
Thanks again.
(source)
Breakup Email Template 3 : One line 1inger 98
To be clear, this is not a template that we recommend using with CEO of large companies or with very senior people. But if you are reaching
out to some more junior in the organization, the over confident tone of this breakup email template might do the trick.
Hi {{FirstName}}
regards,
Breakup Email Template 4 : The professional breakup 99
This is a fairly professional approach to the breakup. You graciously provide your number/ contact details. And inform
{{FirstName} - I wanted to reach out to you one more time regarding {Subject Matter}. If I don’t hear
back from you, I’ll assume that the timing isn’t right and I won’t contact you again.
(source)
Breakup Email Template 5 : The Classy Breakup 100
We like this one because it is a rather subtle breakup. The template is simple/ open ended and it leaves scope for
Hey {{FirstName},
Haven’t heard back from you. Thank you for the opportunity. Can I put it on hold for now?
(source)
Breakup Email Template 7: Corny Subject line 101
While this one is not a complete breakup, it sets the expectation that you will reach back in about a month and check in with your prospect.
Hi {{FirstName}},
Okay, I get it. It sounds like it’s not the best timing right now. However, I’m convinced that {your product}
That’s why I’ve included some examples (include 2-3 case studies) of how {your product} can help you
{product benefit #1} and {product benefit #2}, and I’ll touch base in a month or so to
The mail without wasting any time just lists 3 options and requests the prospect to choose one - Leave or Talk later or Talk now.
Hi {(FirstName}},
1. We’ll pass on partnering with [company] this year, thanks for the offer!
2. We’re interested in the [product], but it’s not a good time, reach back out to me in 1 month.
Thanks!
Breakup Email Template 9 : The Polite Ask 103
Hi {First Name}
We are always working on ways to improve, and conversations with prospective clients like you are
I recently spoke to you about our product and we seemed to be a good fit for your needs. But since
No matter the reason for the halt in communication, I hope that you would fell comfortable telling me
Let me know if this is still an opportunity that you are interested in pursuing? If not, I completely
Regards,
Breakup Email Template 10 : The Last Email 104
This is my last email, but I'd love your feedback so our product can get better.
What's the main reason you didn't want to hop on a call with us? {Prospect first name}
Best,
{Your name}
Before you go,
follow-ups at scale.