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General & Cold Email Templates

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Below, email templates have mostly been aggregated from various sources like AppSumo and Zendesk. For proper links and credits, refer to the links below template blocks.
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Want to search for something specific? Simply press CTRL + F and type your requirement.

Tie your B2B sales emails to a recent event

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Hi {{name}}, Just saw the news about {{trigger event}}. Congrats! Usually when this happens, {{insert value prop}} becomes a priority. So, I thought you might be interested in finding out how we helped {{similar company}} {{benefit}}. I know things at {{company name}} must be crazy now, but If you’d like to learn more, let’s set up a quick call. How does {{specific day and time}} look on your calendar? Alternatively, here’s a link to my calendar or feel free to send me yours.

AIDA sales model (Awareness, Interest, Desire, Action)

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Hi {{name}}, What would you do with an extra 10 hours each week? I ask because clients like yourself have seen savings like these – if not more – after adding our software to their tech stacks. Just ask experts like Gary Vaynerchuk, Tim Ferriss, and Malcolm Gladwell, who we’re happy to count as satisfied customers. I’d love to set up a time to walk you through a personalized demo. Would you have some free time next week to connect?

Sujan’s 3-Sentence Format

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Hi {{name}}, My name is {{your name}}, and I’ll keep this quick. I’m the founder of a software tool that saves busy executives like you as many as 10 hours each and every week. Could I have ten minutes of your time next week for a personalized demo that’ll make clear why entrepreneurs like Gary Vaynerchuk, Tim Ferriss, and Malcolm Gladwell love our product?

Ask for an introduction

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Hi {{name}}, I was looking to get introduced to {{person you’re trying to connect with}} from {{that person’s company}}, and saw you were connected to them. I’m not sure how well you’re connected to them, but if the relationship is strong, I’d really appreciate an introduction to chat about ways they can work with {{your company}}. Please let me know if you feel comfortable doing this and I’ll forward a proper request for the introduction that you can forward to them.

Before-After-Bridge (BAB)

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Hi {{name}}, If you’re like most executives, you know how frustrating it can feel to have your time wasted. Our software changes that, freeing up as many as 10 hours each week for clients like Gary Vaynerchuk, Tim Ferriss, and Malcolm Gladwell. If you’d be willing to give me just ten minutes of your time, I’ll show you how you can achieve the same with our innovative platform. What’s the best time to connect next week for a personalized demo?

Mention a competitor’s product

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Hi {{Name}}, Just ran across your website and noticed you were using {{Your competitor’s product}}. How are you liking it? 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 {{prospect’s company}} better (and see if it would make sense for us to work together). Would {{date and time}} be a good time for you? (If not, I’m flexible, just let me know).

When you’re unsure whether you’re emailing the right person

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Hi {{name}}, I’m {{your name}} and I lead the business development efforts at {{your company}}. We have recently launched a new solution that {{one sentence pitch – what your solution does}}. Based on your online profile {{mention profile link}}, it appears that you might be the right person, or at least point me to the right person to talk about {{problem solved by your product}}. I’d like to speak to someone from {{company name}} who is responsible for {{key decision required to buy or use your product}}. If it’s you, would you be open to a 10-minute call on {{time and date}} to discuss how {{solution name}} can help your business? If it’s not you, can you kindly point me to the appropriate person? Thank you for the help!

Praise-Picture-Push (PPP)

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Hi {{name}}, Congrats! I just saw that you were chosen as a speaker for the 2019 Inbound Marketing conference next month. As you’re preparing for your presentation, it’s natural to fall behind on other tasks. If you’re struggling to keep up, I’d love to show you how our software can help you reclaim ten hours or more per week. Can I have ten minutes of your time next week to give you a personalized demo?

Share a Valuable Resource

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Hi {{name}}, Your latest article on {{subject}} got me thinking. I found this article on {{article title}} that may be beneficial to you and your team. Here’s the link to check it out – {{link}} Hope you find it helpful. Keep up the great work.

Ask and showcase product

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Hi {{name}}, My name is {{your name}} with {{company name}}. We help busy executives free up time for higher priorities. I wanted to learn what productivity tools you’re currently using and show you what we’re working on. Are you available for a brief call next week?

Introductory email template

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Hi [Contact First Name], I noticed your question on [Social Media Platform] about the best bookkeeping software and thought I would reach out. Investing in the right bookkeeping software is important for startups like yours and requires [list out something like requirement criteria]. Better Bookkeeping Software offers a free trial that gives insight into your current payment operations. Please let me know if you would like to give it a try! Best regards,[Your Name]

Warm email template

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Hi [Contact First Name], It was great chatting with you on [Day]! Based on our conversation on/at [information on where you met such as an event or social media platform], I wanted to reach out and share a bit more information about Better Bookkeeping Software’s offerings and how it can help your company with [XYZ]. Our platform is an excellent tool for startups like yours because of features like these: Feature 1 Feature 2 Feature 3 Would you be available for a 15-minute call this week to discuss how Better Bookkeeping can help [Prospect Company Name]? Thank you, [Your Name]

Prospect follow-up email template

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Hi [Contact First Name], I wanted to share these blog posts that I believe would be really helpful for [insert prospect pain point such as digital invoices]. Resource 1 Resource 2 Resource 3 Resource 4 If you have a minute to check these posts out, I think the info gives great direction on [topics listed in the blog posts]. Let me know what you think. Best regards, [Your Name]

Prove that your product/service is the best

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Hello [Prospect Name], Thanks for taking the time to chat. We’re really excited at the prospect of working with you. As promised, here are some examples of work we’ve done for other customers: Example 1 Example 2 Example 3 As you can see from other customers’ success, I believe that Better Bookkeeping can help your company succeed with [Pain Point]. Let me know what questions you have. I’ll follow up by [Insert Date]. Best, [Your Name]

Explain why your product/service is worth the price

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Hi [Contact Name], As promised, here is the info on pricing/packaging to meet [Prospect Company Name]‘s needs. Your software package would include: Feature Feature Feature Price Let me know what you think. The next steps would be: Getting started on the paperwork Speaking with [Prospect Manager] Onboarding [Company Name] I’ll plan to follow up in a few days. Best, [Your Name]

Seal the deal with persuasive language

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Hi [Prospect Name], I haven’t heard from you, so I wanted to follow up. Is [Company Name] still in need of bookkeeping software? Let me know if there are any concerns you have or questions I can answer. Thank you, [Your Name]

Welcome email template

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Hi [Customer Name], Excited that your company is now using Better Bookkeeping! I've CC'd [Customer Success Name] on this email to help you with onboarding, but I’m still here to answer any questions or concerns you may have. Here are a few resources to help you get oriented with our software: Resource 1 Resource 2 Resource 3 Contact me anytime via email. We look forward to helping [Company Name] with [main function of your product/service]. Best, [Your Name]

Resource email template

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Hello [Customer Name], Hope that you’re doing well! My team member Ryan was sharing that you've been having difficulty with [Pain Point]. In addition to the software help he provided, I wanted to share a few blog posts related to this topic that would be helpful for [Customer Company Name]. Resource 1 Resource 2 Resource 3 Let me know if I can answer any questions about these resources or our product in general. Best, [Your Name]

Re-connect email template

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Hi [Contact Name], I want to reach out and ask how everything is going at [Prospect Company Name]? How is your current bookkeeping solution working out for you? We’ve recently added some new features to our software that I believe would be really helpful for [Prospect Pain Point]. If you would be interested in a quick chat or demo this week, please let me know or if there are any other ways we can help [Prospect Company Name]. Best, [Your Name]

Email someone who met at an event

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Chad, I really enjoyed eating tacos and talking to you tonight. Here's that article we discussed about how doing less makes you more money: { Link }The Disciplined Pursuit of Less{ Link } Love to keep in touch. Noah

First contact with prospect

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Hey [First Name], I saw you on Yelp and was impressed by your 4-star rating for home care. We help home care businesses increase revenue by 50%. Love to send you our top 10 ways to do that. Is this the best mailing address for you? 522 e. 6th Street 2nd Floor Austin, TX 78701 Sincerely, [Your Name]

Follow-up after no response

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Hey [First Name], Hope you had an amazing weekend. Wanted to see what your team thought of my suggestions… Let me know if I can help at all. All the best, [Your Name]

Quick referral

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Hey [First Name], [Your Name] from Sumo here. Hope you don’t mind me reaching out :) We help businesses like [Client 1] and [Client 2] to grow their email lists and traffic. I’m curious who might be best to speak with about email marketing at your company? Cheers, [Your Name]

Setting up a phone call

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Hey, [name]! I hope you’re doing well. I see you’ve [published a post, done something interesting]. Great stuff! I was doing some research this morning and noticed you [have a need for our product/aren’t doing X/could benefit from Y]. My company actually works with people like you to help them achieve [goal]. Would you be interested in a brief call to see if we can help you grow your business? I promise to take up no more than 15 minutes. Let me know if you’re available at: [Date & Time][Date & Time][Date & Time] Either way, keep up the great work! Cheers, [your name and title]

Customer development email

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[Hey, name], I am doing some research on your company to determine if there is (or is not) a need for [your company’s core product or service]. Could you please help me by pointing me to the best person there for a brief discussion? Best, [your name and title] Based on a positive response, this would be the next email in your correspondence: Hey [person you have targeted], Hope you’re doing great and keeping busy. As I mentioned, I’m working on getting my new business on its feet. I know you do a lot of [whatever service they offer], and I was hoping I could steal just 10 minutes of your time to ask a few questions. I’m not selling anything, but I am interested in hearing how you guys do [whatever service they offer]. Let me know what time works for you, and thanks in advance. [your name and title]

Customer retention email

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Hi [name of recipient], As [position name] of [your company], there’s nothing that keeps me up at night more than thinking about how we can make a better [product or service] for you. But one of the most important lessons we’ve learned over the years is that what WE think is best for the [product or service] doesn’t really matter. What matters most is the challenges our customers – that’s you – are facing, and how we can better solve them. We’ve always worked hard to get to know our customers, but I want to go deeper than we ever have before. Over the next few months, my goal is to have a conversation via phone or Skype with every single [your company name] customer. All [number of customers] of you. I want to hear about your experience with [your company]. What you like. What you love. What you hate. What you’ve been wanting us to fix or improve, but just haven’t gotten around to emailing us about it. If you are willing to give me 10-15 minutes of your time, it would mean a lot to me. And you’ll get to be a big part of helping us make [your company] the best it can possibly be. Plus, I’m happy to offer help with any [customer service or support] issues you’re tackling. If you’re interested, just reply to this message, and I’ll send you instructions for setting up our call. Thanks so much for being a loyal [your company name] customer. Cheers, [your name and title]

Blog promo outreach

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Hey, [name]! I noticed you’re really interested in [topic]. I’d even wager to say you’re something of an expert. I was wondering if you’d mind taking a look at a post I just published about [topic]: [URL] Could you please give me a little feedback on the post? I’d really appreciate you leaving a comment. Either way, keep up the great work! Cheers, [your name and title]