Followup Emails from meeting to followup to sale

A follow up email is super important after several events:

Below we’ve included templates for each which you can copy/paste for your own follow up emails!


Schedule a call meeting request email templates

An easy way to follow up after a sales call, even if there is no planned next meeting, is to provide some value. In this example we are just linking a few of the cool tools we discussed over the sales call.

Just give a quick few links and stop.  Make your last interaction with them a pleasant/useful one!


Purpose: Send them useful tools discussed on the call.

Subject Line 1: Stuff from call
Subject Line 2: The links you wanted
Subject Line 3: Call notes
Subject Line 4: All the links you liked


Purpose: Send them materials they can share around the office

If you’re selling to large companies, often times you’ll have one person who will be your “product champion” within the company. Arm this person with some helpful materials they can show their colleagues to convince them to use your product. This template gives them “ammo” to share around the office.

Subject 1: Slide deck to print
Subject 2: Slides for the office
Subject 3: SEO report for [Website]
Subject 4: Analysis of [Website] complete (results attached)


Purpose: Following up after a call to close the deal immediately

Subject 1: Hey [Name]!
Subject 2: Great talk…how do we close?
Subject 3: Closing time…
Subject 4: Last step and we’re done!


Purpose: Follow up after a phone call to check in

Subject 1: Quick check in
Subject 2: Can I answer any questions?
Subject 3: Setting up a call
Subject 4: Any secondary Q’s?


Purpose: Follow up email to book a call after a free trial

Subject 1: Are you enjoying your free trial with [Company]?
Subject 2: Can I answer any questions?
Subject 3: Setting up a call
Subject 4: Can I help you with your goals?


Purpose: Follow-up email after online quiz but didn’t book a call

Subject 1: Feedback after your ____ quiz?
Subject 2: Can I answer any questions?
Subject 3: I’d love to help


Giving References

If you’re really gunning for a specific job, it’s always helpful to stand out from the crowd, and go above-and-beyond other applicants.

Most people beg for a job and hope it works out.  Superstars however can go above-and-beyond to impress (see what recruiters are looking for in a job interview). For this template I created a one page Google Doc with an outline for the help I can offer the company.  This took me less than 10 minutes, and you can copy the template for yourself.

This is the kind of stuff that could push you over the top for a company to choose you. My buddy Noah got a job at Mint by making a full marketing outline for the entire company. He didn’t have to do this, but because he did, he got the job.


Purpose: Show you are right for the job with an outline

Go above-and-beyond by sending them a custom outline of what you can help with. This shows you were paying attention and know your stuff.

Subject Line 1: Outline of [Company] improvements
Subject Line 2: [Company] improvements I can make
Subject Line 3: Things I can fix ASAP
Subject Line 4: Things to improve on [Company]


Purpose: Let them know you are interested and ready

Subject Line 1: Great interview!
Subject Line 2: Would love to join the team
Subject Line 3: [Company] + [Name] = ❤️
Subject Line 4: Would be honored to join

This is just a quick followup email that can help solidify what happened in your interview. It also let’s them know you are interested and ready to move on the opportunity.


Email intro

If you have a meeting with an existing client, it’s always useful to know the next step you’re taking together. This helps both parties understand what page they’re on, and avoids a bunch of useless back-n-forth emails later on.


Purpose: Give a quick re-cap of what (and when) the next things are happening

Subject Line 1: Quick re-cap for you
Subject Line 2: Re-cap of [Date] meeting
Subject Line 3: Meeting Outline
Subject Line 4: Outline of [Meeting Name]


Purpose: Share the meeting file assets

Another thing you can do is send a helpful set of notes from the meeting, or share any materials that were involved. Make sure to write “No response needed” so they don’t feel obligated to reply.

Subject Line 1: Meeting assets
Subject Line 2: Meeting slides, reports, and PDF
Subject Line 3: PDF & Slides from [Meeting Name]
Subject Line 4: Attached: Meeting assets


Purpose: Follow up on a quote they requested

Subject 1: Quote you requested
Subject 2: Quote for [Project]
Subject 3: Can’t wait to work with you
Subject 4: Touching base on the quote you asked for


Purpose: Tell them what you need as a follow up after a call

Subject 1: I need a few things to get started
Subject 2: What I need from you
Subject 3: Re-cap of items needed to start
Subject 4: A few things missing before I can get started


Purpose: Follow Up Email Template after consulting session

Subject 1: Nice meeting you
Subject 2: Great session today!
Subject 3: Feedback on session today?


Cold Calling Crickets No Pickup

If you send an email but get no response back, here’s some templates to get their attention back and encourage them to response (without being pushy).


Purpose: Cut straight to the point and ask the next step

Let’s say you do a couple of calls with a person/company, and they ghost on you.  Here’s a simple email to get their attention and cuts straight to the point.

Subject Line 1: Quick followup?
Subject Line 2: Next step to take?
Subject Line 3: Let me know
Subject Line 4: Hey [Name], next step?


Purpose: “Closing Account” follow up email

Here’s a classic email for following up after getting no response from a client. It says you’re closing their account and you need their permission. This one works great!

Subject Lines 1: Closing your file?
Subject Lines 2: Your file will be closed.
Subject Lines 3: Closing your account.
Subject Lines 4: Close out this account?


Purpose: Ask for a one word reply to indicate interest

This is a low-commitment email that just allows them to respond back with one word. I’ve seen in B2B that sometimes ultra-short and informal emails will get a reply quickly.


Purpose: Following up if the client didn’t do something yet

Subject 1: Checkin’ up
Subject 2: Reminder [Item They Need To Send You]
Subject 3: Bump!
Subject 4: 👉🏼 Reminder 👈🏼


Purpose: Following up on prospective client after ghosting

Subject 1: Checking in about [Project]
Subject 2: Are we still on?
Subject 3: Do you still want [Prospect Goal]?
Subject 4: Can we get started?


Purpose: Following up on client after getting ghosted using scarcity

Subject 1: Can I schedule you in?
Subject 2: Still looking?
Subject 3: Last step!
Subject 4: Almost done here 🙂


Purpose: Get a hard yes/no on a lead that’s gone cold

Subject 1: ___ project – still interested?
Subject 2: Came across these, thought they’d help
Subject 3: Resources + a quick win for you
Subject 4: Yes / No ?


Purpose: Follow up on a proposal you sent in and ask for constructive criticism.

Subject 1: Any feedback?
Subject 2: Are you still interested?
Subject 3: Is [project] still a go?
Subject 4: Do you need anything else?


Purpose: Follow up on a proposal you sent in.

Subject 1: Did you recieve my propsal?
Subject 2: What is the status?
Subject 3: Have you made your decision?
Subject 4: Do you need anything else?


Purpose: Feedback as to why they didn’t buy

Subject 1: Can I get your feedback?
Subject 2: You forgot something in your cart.
Subject 3: Is our site working properly
Subject 4: Why didn’t you buy?


Purpose: Abandoned cart follow-up email for course

Subject 1: Any questions about our program?
Subject 2: Any questions about our course?
Subject 3: Want me to give you a call?
Subject 4: Can I call you?


Purpose: This is an email designed to get a customer to upgrade to a higher plan

Subject 1: upgrade?
Subject 2: New plan for right now?
Subject 3: Hey ____, can we bump you up plans?


Purpose: This email was written to follow up with trade show contacts that signed up for a free sample product.

Subject 1: Your free tape sample
Subject 2: Nice meeting you at the trade show
Subject 3: The free floor marking tape you requested
Subject 4: Where should I send your free sample?


welcome back mat

Purpose: Checking in with past clients clost to their warranty expiring

Subject 1: Check your _____ before the warranty expires
Subject 2:Have you checked your _____? Your warranty is ending soon


Learn Random Stuff Brain

Here’s some “triggers” with examples you can use. We’ll include a small snippet for each example:

1.) Scarcity:

Make them think the deal is going away, or they are missing out.


2.) Extreme Honesty:

Show some real vulnerability and honest.


3.) Question Their Power:

I do not condone using this except in rare situations! This method might burn bridges, so beware.

Hey Jim, seems like we might be asking the wrong department about this, can you forward me to the person/department who can make this happen?


4.) Use Specific Facts:

By quoting actual numbers, one of them might capture the attention.


5.) Intrigue them with stuff about themselves:

Everyone’s favorite subject is themselves, so maybe indulge that with some cool tools. I used PhotoFeeler a lot in my post on how to choose the right photo for your social accounts. I’ve found this to be an awesome little tool to run people’s public photos through, then send them the results!


Download all these email templates for your files:

Enter your email and we’ll send you this entire pack of follow up email templates:

-Save in your own files (just one extra sale or response can make it worth it)!-
-Share with colleagues or friends who could use them-
-Copy/Paste them whenever you need-

Neville Medhora – Email Copywriter


P.S. What are your favorite follow up email templates?? Post it below in the comments!


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