Want to close more deals? Try these clever follow-up email templates for different scenarios

Ah, email.

Whether you love it or hate it (just kidding, you probably hate it), it’s a necessary evil – especially in the world of sales.

email

But sometimes, sending the right email can be a struggle. What do you say? And more importantly, how do you say it?

Crafting the perfect email can make or break your sales targets and your relationships with prospects. No pressure! 😅

But don’t fear, you’ve come to the right place.

We’ve put together some excellent templates for you to use for your next emails! And to make it even better, we’ve categorized the email templates by different scenarios you face on a daily basis as a salesperson. 👍

So, read on to find the right email template for your next message, and watch those deals come rolling in.


Scenario 1 – They opened your initial email, but didn’t reply

Situation

Let’s say you sent a fantastic email to a lead – because of course you did – and they opened it, but then decided to not reply. ☹️

It can be frustrating to feel ignored, but stay positive!

Maybe they forgot to respond or the email got lost in the shuffle…or maybe they just aren’t interested or your email went to the wrong person in the company. Until you know for sure, it’s always best to politely follow up.

following up

No worries, use this template to follow up and try to get a response from them.

Elements of the message

Be sure to include:

  • A reminder about the last email sent to remind them about the purpose of you reaching out
  • A polite request for a quick call to gauge interest and better understand their pain points
  • A request to speak to the right person in case the person you’re emailing ends up not being the appropriate person to talk to

Template

Subject: Checking in re: [quick phrase that covers what your last email was about]

Hi [First name],

I’m writing to follow up on my email regarding [what your last email was about].

I didn’t hear back from anyone on your team. If it makes sense to talk further, let me know how your calendar looks for the next few weeks for a 5-10 minute call.

If not, who is the appropriate person for me to speak to?

Thanks for your help. Looking forward to hearing from you!


Scenario 2 – You’re referred to someone else within a company

Situation

Let’s say someone gets back to you – perhaps from using the template in the first category – and they give you the contact details of someone else in the company who would be better suited to speak to.

Great! But now what do you say? 🤔

Elements of the message

Be sure to include:

  • A connection back to the initial person you reached out to
  • A specific pain point for the company and how your product or service can help them
  • A request for a quick call to discuss your solution further 📞

Template

Subject: Talked to [person who originally referred you]

Hi [First name],

I just talked to [person who originally referred you], who referred me to you.

I reached out to [person who originally referred you] because I noticed [pain point of the team and why it is painful].

[Quick description of your solution and how it solves the pain point].

Could we arrange for a quick 5-10 minute call in the next week to explore [solution]?

Thank you and looking forward to hearing from you.

✨Tip: Be sure to CC the person you originally spoke to, so that it doesn’t look like a random cold email and gives you more credibility going into the conversation.


Scenario 3 – Someone asked you to follow up later

Situation

Let’s say you spoke to a prospect, but they said their company wasn’t ready to buy and asked you to come back to them “in a couple months.”

Thankfully, you can set a reminder on Salesflare so that you don’t miss your follow-up moment (and you’ll have an automated timeline at your fingertips so you don’t forget what you talked about last time). 🤯

So now, the real question is, how are you going to pull them back into the conversation?

Elements of the message

Be sure to include:

  • A reminder about what was discussed in your last conversation
  • An offer to help answer any lingering questions
  • A request to speak again about the solution
following up

Template

Subject: Ready to continue the conversation?

Hi [First name],

The last time we spoke, you asked that I get back in touch in [amount of time requested] regarding [topic covered last time], so I wanted to reach out and follow through on that.

Have you had the chance to look over my proposal and think about what we previously discussed?

I’d be more than happy to do a quick recap of everything on the phone and to answer any pending questions you may have.

How does your calendar look this week for a chat?


Scenario 4 – Following up after an event

Situation

You met someone at an event, such as a conference or networking session, or at an office you were visiting, and you’d like to follow up with any business you discussed. 🤝

As it’s a mutual conversation, this should be a relatively easy response to receive – as long as you’re polite and get to the point of your message quickly.

Elements of the message

Be sure to include:

  • How and where you met them, as this helps remind them of how you know each other
  • What was discussed, in order to demonstrate that you were interested in what they had to say and want to continue the conversation
  • How you’d like to move forward, as this is how you’re able to keep the conversation going

Template

Subject line: Great meeting you at [event/location]

Hi [First name],

It was nice to meet you at [where you met them].

I loved hearing about [what was discussed].

I think it would be great to chat further about [reason you’re interested in speaking further]. Do you have some time in the next few weeks? Let’s [action: meet for coffee, have lunch, plan a meeting, etc.].

My schedule is wide open on [suggest a few days] if that works for you as well?

Looking forward to discussing further!


Scenario 5 – After a call or meeting

Situation

You just had a call or meeting with a potential customer – yay! 🎉

But…now what?

Naturally, it’s time to send a follow-up email.

emails

Elements of the message

Be sure to include:

  • A polite intro telling them how much you enjoyed talking to them
  • A reference back to the pain points they’re facing
  • More information on how your solution can help them (don’t forget any attachments!)
  • A reminder about any follow-up meetings or calls you already set up

✨Tip: Be sure to schedule a follow-up meeting or call while you’re speaking to them the first time, so that you can keep the conversation going.

Template

Subject: Nice to meet you!

Hi [Name],

Great chatting with you earlier and learning more about you and your role at [company].

I now understand the issues you’re encountering with [a pain point discussed in the meeting] and how it can make it harder to [whatever the pain point prevents them from doing].

As discussed, I’ve attached some more information about our solution and how we can help you with [pain point] and solve [specific business issue].

Please do let me know if you have any questions and I’d be happy to chat again. If not, I look forward to talking again on [predetermined meeting day/time].


Scenario 6 – After a trigger

Situation

Let’s say you notice on Salesflare that someone keeps visiting your website or a specific product page. 🧐

Maybe they’re interested in what to offer, and just need an extra push.

emails

Note that this template can be adapted for just about any trigger event – such as downloading a whitepaper from your website or a specific promotional email that is opened multiple times. 📬

Elements of the message

Be sure to include:

  • The specific product or page so that you can quickly refresh their memory of what was being viewed
  • A direct suggestion for a follow up call – requesting a low commitment call of 5-10 minutes offers them a chance to learn more and gives you the chance to understand what they’re looking for (and whether your product or service is right for them)

Template

Subject line: Demonstrated interest in [Specific product or page on your site]

Hi [First name],

I noticed that a few people from your team were looking at our [Specific name of product/page] page this week, which is about/covers/details [Describe the page and the function of the product].

Do you have 5-10 minutes to discuss what solutions you and your team are exploring? If so, how does your calendar look this week?

Take care!


Scenario 7 – Sending a cold email to a prospect

Situation

As I’ve mentioned in a previous blog, try to warm up to contacting prospects directly before sending them an email.

Some suggestions for warming up to an email: commenting on something interesting they post on LinkedIn, retweeting something they’ve tweeted, etc.

Be sure to do this in a thoughtful and strategic way. But surely, as a salesperson, you already know this. 😉

You’re trying to build a relationship with these companies, so approach it in the same way you would want to be approached — in a more organic, thoughtful way. 💛

Elements of the message

Be sure to include:

  • A very brief introduction of yourself and your company
  • A to-the-point reason for reaching out and a clear purpose for your message
  • A request to talk further as well as a request to talk to one of their colleagues if they are not the right person to talk to

Template

Subject: Happy to help out with [Solution]

Hi [First name],

My name is [Your name] and I’m part of the business development efforts with [Your company]. [Quick one-to-two-sentence pitch that explains what your company does].

Based on your [Channel: LinkedIn, Twitter, etc.] profile, you seem to be an appropriate person to connect with regarding [Solution].

I’d like to talk to someone from [Their company] who is responsible for [Department/role of people who would use your solution].

If you’re who I should speak to about this, are you open to a 5-10 minute call this week, such as [suggest a few dates/times], to discuss the ways [Your solution] can specifically help your business?

If not you, could you please put me in touch with the right person?

Thank you and I look forward to hearing from you!

✨Tip: Add a testimonial link to your signature, as it gives you more credibility and social proof to those you email (and you can track whether or not they’ve clicked it!). It’s also a good idea to add a link to your LinkedIn profile so that they can easily answer the question, “Who is this person?”


Sending hundreds of emails can sometimes feel a bit daunting, but hopefully this guide can take a bit of the pressure off! 😁

Plus, many of your email processes can be automated – if you’d like to learn more about following up with automation, check out this handy guide.

Happy emailing! 📧


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Ali Colwell

Head of Marketing at Salesflare
I'm a fintech-turned-SaaS marketing expert who is passionate about design, automation and all things digital. View my full profile here.