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We’ve provided context around each email so you know how to best use each one. We suggest you use the templates as a starting point and tailor each email to your prospects’ context. Don't send these emails as they are—personalization is key.
Use the navigation bar below to jump to the type of email template you need.
Scenario: You’re trying to find the decision maker in the company
Contributor: Bryan Kreuzberger, Founder of Breakthrough Email
This first touch email leverages existing corporate hierarchies to schedule your first meeting. Nine times out of ten, this template is all I need to book a meeting.
Hi [NAME],
I am writing in hopes of finding the appropriate person who handles [DEPARTMENT I.E. MEDIA]? I also wrote to [PERSON X, PERSON Y, AND PERSON Z] in that pursuit. If it makes sense to talk, let me know how your calendar looks.
VoodooVox helps increase the revenues of Fortune 500 companies by marketing to Spanish-speakers. Each month we reach 25 million Spanish speakers with an audio message they must hear. We insert 30 second audio and SMS advertisements into phone calls made on calling cards. The benefit to users is they make their call free. The benefit for our clients is they can increase store revenue by providing text message coupons. Typical redemption is 3%. You can measure results online and with store sales. Advertisements can target specific ethnic groups and geographies. Some clients include Burger King, P&G and Chili’s.
If you are the appropriate person to speak with, what does your calendar look like? If not , who do you recommend I talk to?
Thanks,
[Signature]
What this email does well:
Scenario: Your prospect emails you back with a ton of questions
Contributor: Rachel Miller, Sandler Training
When we receive inquiry emails, we often find they are loaded with questions. For instance: “How much does it cost?”, “What kinds of services do you offer?”, “Yes, I did request that white paper—now how do I take the next step?”, “What can you tell me regarding how you might be able to help my company?”, “Could you send me a list of the different products that you have and their pricing?”
These questions are a good thing. The prospect, interested in learning more, reached out and started a conversation. But, as you’ve probably discovered, trying to answer all the questions through email just results in an ineffective volley of hollow emails that bounce back and forth indefinitely, and make it nearly impossible to close an initial sale. In many cases, these back-and- forth emails are not even an effective way of selling after the person has become a customer!
When the email comes in, you have a few options on how to deal with it. You can wait to address it. You can send an email reply. Or you can call the person directly.
When prospects make this type of inquiry, we suggest you respond by email first without answering ALL of the questions. It’s okay to volley the conversation back and forth a few times over email, so long as you don’t send too much or inaccurate information.
Remember, your goal should be taking the conversation offline, not on closing a sale through email. The point bears repeating: If you try to close via email, you’ll likely get stuck in a confusing and frustrating back-and-forth cycle with a prospect’s who’s probably getting frustrated, too. Another problem, of course, is that if you give a great deal of information via email, you fall into the traditional (ineffective) selling approach of premature presentation. Prescribing a solution to your prospect’s problem before you properly diagnose it is sales malpractice.
Frequently, your call will go right into the prospect’s voice mail and get lost in the clutter. If that happens, your odds of having a meaningful conversation with the prospect decrease drastically. If the prospect wanted a phone conversation right away, she would have called you instead of emailing!
“Hi Mary, thank you very much for thinking of us. Would you mind if we took this conversation to the phone?”
A message like that will substantially increase your odds of closing the sale with Mary. She knows you’ve seen her phone number at the bottom of her email. But even if the contact phone number isn’t there, you’ll find that prospects frequently respond positively when you ask for permission to speak on the phone. Prospects will say, “Yes, that’s fine. You can reach me this afternoon at 123-456-7890.”
One reason this works is that even though you could have called Mary, you didn’t. Therefore, you don’t appear to be needy or unsuccessful. Rather, you’re portraying an attitude of experience and success. You demonstrated respect for the boundary the prospect created by using email, and you didn’t come off as desperate. People love to do business with successful people, and this approach helps create that impression.
Of course, what you write in your initial email response depends to some extent on what the prospect said or asked you. Let’s imagine Mary sent you an initial email loaded with questions, and she expects some answers in your response. You can try using what we call a “reverse” – a response that answers a question with a question – in your email.
Hi Mary,
It’s very nice to hear from you! Thank you very much for thinking of us. I appreciate the questions. There are a couple of possible answers to your questions. I want to be sure I’m giving you accurate information. Would you mind if we spent just 10 minutes over the phone?
Warmly,
Rachel
Note the strokes and softening statements before the question. That’s what effectively reversing a question in an e-mail looks like. Instead of listing features and benefits, you answered her question with a question of your own. Why? Because getting her on the phone will help you more effectively understand her situation and discover her pain, which is the true reason for her email. Additionally, verbal communication gives you a much better opportunity to build rapport, an essential prerequisite to effective communication… and to closing the sale.
In some cases, you may decide to answer some of her questions when you are sure that there is no risk in answering those queries. In this situation, you’re not giving away information that will help Mary to “shop you” against competitors. Instead, your answers will help you establish enough rapport to get a phone conversation.
For example, let’s say you are in the computer network support business and you feel it’s safe to answer a question like this: “We have local area networks and use some cloud-based applications. Can you support a network like that?”
“Hi, Mary. Thank you so much for thinking of us. Yes, in fact, we do support local area networks as well as the cloud. Could you be kind enough to tell me a little bit more about your project?”
With her initial questions answered, Mary will likely respond with some more information and probably a few more questions of her own. At this point you’ve established some rapport, so you would answer with:
“Thanks again for reaching out. I want to answer all your questions, and I also want to be sure I’m giving you accurate answers. So, I have a few questions I’d like to ask you. Would you mind if we took this conversation to the phone?”
In all likelihood, when you send this, you won’t look as a tiger prowling in the grass for prey, but as a conscientious person struggling a bit, and trying to do a good job. Often, the prospect will agree to the phone call.
Scenario: When you learn that the prospect is new in their role
Contributor: Caroline Ostrander, Business Development Rep at HubSpot
Caroline saw that a prospect had just started in their role and decided to reach out to immediately build rapport. The result? The prospect ended up asking her for a meeting.
Hi [Prospect],
Just left a quick message at the office for you. I chuckled a little bit when I got an automated email this morning from your predecessor, [NAME OF PREDECESSOR] who we worked with briefly, and before him, [OTHER FORMER COWORKER NAME], who we worked with as well.
First and foremost, congrats on coming into this new role! I'm sure you've got a lot going on - so this conversation might be timely or not. If you're stressed, this is my go-to :)
My role here is working with businesses (in the area) on how they can effectively and efficiently drive more traffic to their website, increase conversions, and nurture leads into customers.
How has your first month kicked off so far?
- Caroline
What this email does well:
Scenario: You're trying to identify your prospect's interest
Contributor: Rachel Miller, Sandler Training
Prospects will often use email to put the salesperson in a subservient position, and at a distance, making it difficult to move them through the sales pipeline. How do we change this dynamic? The answer comes from a classic Hollywood film.
Do you remember the fellow in the movie The Wizard of Oz who hid behind the curtain? That’s right: The Wizard! The curtain protected him and made him seem pretty scary as he pulled levers, making lights flash and thunder roar. People were scared and intimidated. When he finally got out from behind the curtain, though, he became easier to deal with, and more human.
If we’re not careful, email exchanges can create a kind of “Wizard Syndrome”. As long as prospects hide behind a curtain of emails, they seem distant, mysterious, and all-powerful. Once the curtain comes down, though, the conversation becomes a lot more substantive.
Scenario: When a prospect goes dark and you get a notification showing they might be interested again
Contributor: Mack McGee, Executive VP & Principal at Groove
Mack McGee was sure he would land a contract with a prestigious client, but they suddenly fell off the map. After multiple follow ups and no response, he gave up. Nine months later, he received a HubSpot Sales email tracking notification indicating that this lead from nine months ago had reopened his last email. Mack sent him the follow-up email below which ended up closing a $100,000 deal he thought he had lost.
{CONTACT.FIRSTNAME},
Hope all is well. I had put a reminder in to check-in with you to see how things were going with the [NAME OF CAMPAIGN] initiatives. We had discussed a potential partnership a few months ago, but hadn't been able to formalize our recommended engagement.
We would love to catch up and see if there are any opportunities to engage with you and help with your [DEPARTMENT (eCommerce, marketing, etc.) ] strategy. Let me know if you have some time to reconnect this week and catch up business owner to business owner on where you see things and I can provide some ideas on where we can help.
Look forward to hearing from you.
{CONTACT.OWNER_NAME}
What this email does well:
Scenario: After leaving a voicemail
Contributor: Colleen Francis, Owner of Engage Selling Solutions
You tried calling, but your prospect didn’t pick up. To improve your chances of hearing back, send the follow-up email below immediately after leaving a voicemail and specify a specific date and time for the next call.
This works because clients aren’t always at their desks to take calls. The email is short and directive, making it easy to read and respond to. Prospects can answer with a short response from their phone. The email has an 80% response rate within 24 hours.
Hi (Name),
Sorry I missed you on the phone today, I was calling because…. (leave a one sentence reason for your call, or the name of the referral / event that introduced you)
In my voice mail, I mentioned that I will call you back on [DATE] at [TIME] and of course you can always reach me before then at [YOUR PHONE NUMBER].
I look forward to connecting.
Cheers,
[YOUR NAME]
What this email does well:
Scenario: You want to build trust with your prospect
Contributor: Rachel Miller, Sandler Training
There are a couple of things you can do to support good rapport as you try to convert the email exchange to a phone conversation.
When an email comes in, and you’re ready to respond, mirror and match the way your prospect wrote the email. In other words, if the prospect sent an email in green font, match the color. If the message is written with large letters, reply in large letters; if it’s in small letters, reply in small letters—match the font size.
If the email is personalized, be sure to personalize your reply in the same way. If the email is more cryptic — for example, if they don’t even say “Hi Greg” or “Dear Greg” — then eliminate your greeting as well. Additionally, match the way the prospect closed the email. Perhaps she wrote, “Thanks,” “Sincerely,” or “All the best.” Use your email to do the same.
Mirroring and matching is a great technique for establishing bonding and rapport. People buy from people they like… and people like people like themselves. If you can establish some rapport before you even get on the phone with the prospect, you’ll be that much closer to figuring out whether there’s a problem you can solve… and that much closer to closing the sale.
Here’s another concept that works well to create rapport: Respond quickly! Remember this Sandler principle: “Time kills deals.” Because email is a time- sensitive medium, responding quickly will always be seen as a good thing by the prospect. It helps inspire the person to converse with you on the phone as they perceive you as a no-nonsense person who is “on the ball.”
Scenario: When your first conversation didn’t uncover a lot of information
Contributor: Dave Kurlan, CEO of Kurlan & Associates, Author of Baseline Selling
If your first conversation didn't uncover a lot of information, you can open up the dialogue to speak more about their challenges using this email.
Hi [NAME],
Thanks for taking the time to share a little about [COMPANY], as well as the goals and challenges you face.
If you would like to learn how other companies are dealing with challenges like yours, I would be happy to schedule a call. We could also talk a bit more about your challenges and determine whether or not I might be able to offer some help.
If you would like to talk some more, use the convenient link below to directly schedule a time on the calendar for us to speak.
[Link to calendar created using ]
Best,
[YOUR NAME]What this email does well:
Scenario: When you don’t know the next step
Contributor: Bryan Kreuzberger, Founder of Breakthrough Email
You might’ve gotten a response to your email, or got on a call, but didn’t set up the next steps to keep the conversation going. These two emails can help you get back on track.
[Name], I’m writing to follow up on our last conversation. My boss asked me for an update on your account. I told him I didn’t have one.
I’m not sure what makes sense to continue the conversation. What makes sense as a next step, if any?
[Signature]
What this email does well:
Scenario: You’re trying to find a way to structure your sales email.
Contributor: Bryan Kreuzberger, Founder of Breakthrough Email
Many sales emails aren’t clear and don’t get the desired response from a prospect. This problem statement structure is a format you can use so your prospect understands what you are requesting.
Here are the 5 elements of the problem statement structure: (1) Now, (2) But, (3) What, (4) Why, and (5) How.
Problem Statement Structure
Here is a sample we used for our email newsletter following this format:
Hi there,
Tony Robbins referred me to a video on how the economy works, and more specifically how money works. We talked about it on our coaching call today, so I wanted to share it with you.
The economy is complicated. The video by Ray Dalio, the founder of Bridgewater, the world’s largest macro hedge fund with $122 Billion in assets, shares the principles behind:
The future of the housing market.
How to decide if we are in a downward spiral or it’s time to invest.
How to get paid more in your job or your business.
Bill Gates said, “This knowledge would help everyone as investors and citizens. Watching is a worthwhile 30-minute investment.”While I’m not generally interested in financial issues, this video changed the way I see how the economy works. You can watch the video here.
Thanks!
Bryan Kreuzberger, Founder
BreakthroughEmail.com
We used the problem statement format for the instructions of this email template.
What are the facts? What happened? Many emails aren’t clear and don’t get the intended response.
What changed? It’s not the writing, it’s the organization of the ideas.
What’s the problem? You can use a simple structure so readers understand
Why does the reader care? Your writing will be clear, concise and people will understand.
Scenario: When you give a demo but the prospect doesn’t purchase
Contributor: Amanda Holmes, CEO Chet Holmes International
This template was created when Amanda didn’t see the sales she expected after one of her webinars and was trying to figure out why. So she decided to ask.
This email converted more sales than all of her other webinar follow ups combined and increased her conversion rate by 1,100%.
Dear [PROSPECT],
I noticed that during the "double sales training" you didn't purchase the "Institute" product at the end. And we'd love to know why.
I have no intention of trying to sell you anything, but we do want to make sure that we're hitting the mark with our customers.
Any feedback you can give us would help.
Were you not clear on what you were getting? Is there somewhere else in your business that you need to focus? Was it too expensive? Or is your business smooth sailing?
If you respond we'll send you a pdf on Dialing for Dollars - Chet's checklist for influence over the phone to thank you for your time spent. Please respond to this email with your reason why you didn't purchase and we'll send that over.
Best,
[YOUR NAME]
What this email does well:
Scenario: Following up after a conversation and continuing the dialogue
Contributor: Amanda Holmes, CEO Chet Holmes International
Amanda, her team of consultants, and her clients use this template every time they write a follow up letter. Amanda suggests you send a follow up within an hour of your meeting.
Dear [PROSPECT],
That was a great story you told about your daughter. In our next meeting, I have a similar story to tell you.
You certainly seem to have a great grasp on how to make your company succeed. They are lucky to have you.
With the economic challenges you face, however, our training is going to give you that extra push you need to take your staff skills to the next level. Imagine if you could shift the market’s buying criteria completely in your favor. This approach improves everything you’re already doing.
Once again, it was great meeting you. I have a few ideas about other productivity issues that I know you will like.
Best,
[Salesperson]
What this email does well:
Scenario: You’ve already spoken with the prospect and want to provide value to keep the conversation going
Contributor: Jill Konrath, Sales Strategist and Author of bestselling books Agile Selling, SNAP Selling & Selling to Big Companies
The first time Jill used this strategy, she was not trying to get a response. She simply read an interesting article that was relevant to her prospect and she felt compelled to forward the article to him. He responded within the hour with a message asking for a meeting.
[NAME],
I don’t know if you saw this article that appeared today in [NEWS OUTLET]. It’s related to the issue we were talking about.
[LINK TO ARTICLE]
I hope you find it interesting.
[YOUR NAME]
What this email does well:
Scenario: When you’re in the same city as your prospect
Contributor: Scott Britton, Co-Founder of Troops
This email is great if you can’t get a prospect to commit to a meeting or a deal is stalled.
Hey [name],
I’m actually going to be in Los Angeles in three weeks on business and have a few hours of downtime on Thursday and Friday.
Do you have 30 minutes to connect on either day? I hear your offices are pretty cool and it’d be great to finally meet in person.
Best,
[YOUR NAME]
What this email does well:
Scenario: When they ask you to follow up at a later date.
Contributor: Bryan Kreuzberger, Founder of Breakthrough Email
The prospect isn't always ready to buy when you want them to but may ask you to follow up again later down the line. To speed up your sales cycle and increase the likelihood of reconnecting, schedule the meeting right away.
Name,
Thanks for getting back to me so quickly. I really appreciate it.
I’d be happy to reach back out in August.
Does it make sense to schedule something tentative on our calendar to connect? That way we can save time by not having to go back and forth.
How does your calendar look in August? What would be a good week or day for us to connect?
Thanks for your help. I look forward to talking.
What this email does well:
Scenario: When they aren’t interested at this time
Contributor: Bryan Kreuzberger, Founder of Breakthrough Email
If someone says not at this time, it means that right now is not appropriate. So you need to figure out is what needs to change for it to be appropriate.
They might say, "We are not interested at this time. If anything changes, I will let you know."
Name,
Thanks for the quick response. Since it doesn’t make sense to talk, I have one quick question. What would need to change in the future for it to make sense for us to talk?
Thanks for your feedback,
[Signature]
What this email does well:
Scenario: When they offer to keep your information on file
Contributor: Bryan Kreuzberger, Founder of Breakthrough Email
In this case, the prospect might say, "Thanks for writing. I will keep your information on file. I will reach out if something changes." Most of the time, they're indirectly telling you they aren’t interested, but sometimes they just aren't ready to talk yet.
Note from Bryan: I have never heard back from someone who said they will keep my information on file. I used to think that some day if I was patient they would come calling. Silly me.
Name,
Thanks for the quick response. I’ve found that when people say they will keep my information on file, typically it’s just a polite way of saying they aren’t interested. If that is the case, do I have your permission to close your file?
If it is a timing issue, what would need to change in the future for it to make sense to talk?
Thanks for your feedback.
[Signature]
What this email does well:
Scenario: When your prospect has ignored your numerous follow up attempts
Contributor: Katharine Derum, Sales Manager at HubSpot
When your prospect may have completely fallen off the map and ignored your multiple follow-up attempts, a breakup email can often do the trick.
Hi [NAME],
I’ve tried to reach you a few times to go over suggestions on improving [BUSINESS NEEDS], but haven’t heard back which tells me one of three things:
Please let me know which one as I’m starting to worry!
[YOUR NAME]
What this email does well:
Scenario: Your prospect hasn’t responded after multiple follow up emails
Contributor: Lloyed Lobo, Co-Founder of Traction Conf and Head of Growth at Speakeasy.co
Lloyed had emailed and followed up with 250+ Silicon Valley executives to book them to speak at his conference. He had five days to contact everyone and fill up the speaker line-up. After the initial invitation and multiple follow ups, he had one more trick up his sleeve and was able to book Silicon Valley executives such as:
Hey [NAME],
How's it going?
I feel horrible troubling you and I'm starting to feel like a stalker. Much appreciated if you can let me know if you'd [CALL TO ACTION]. If not, I won't send you another email.
Here's the most recent updated list of [PEOPLE / COMPANIES] I’ve worked with: [LIST OF COMPANIES / PEOPLE].
Cheers,
[YOUR NAME]
What this email does well:
Scenario: When prospects completely stop responding to your emails
Contributor: Bryan Kreuzberger, Founder of Breakthrough Email
Only use this email if you follow up with someone two or three times and don't hear back. If used incorrectly, it may come off as threatening. The goal here is to re-connect with people who have completely halted communication with you. You shouldn't use this email if you're trying to start a relationship.
[Name],
I’m writing to follow up on my email and voicemail. We are in the process of closing files for the month. Typically when I haven’t heard back from someone it means they are either really busy or aren’t interested. If you aren’t interested, do I have your permission to close your file?
If you are still interested, what do you recommend as a next step?
Thanks for your help.
[Signature]
What this email does well:
Scenario: You asked for permission to close their file and they said yes
Contributor: Bryan Kreuzberger, Founder of Breakthrough Email
What do you do once someone says no to you? It’s a learning opportunity. The email below is an example of how you can respond.
[Name],
Thanks for your email. I closed your file. Since it is over, I have a quick question. Why is it you aren’t interested? Was it something I did?
If there is anyway I can improve, let me know. I’m always looking for input.
Thanks for your help,
[Signature]
What this email does well:
Dr. [NAME],
Because I work so much within the [INDUSTRY NAME] industry, I constantly follow industry news. Recently I noticed that you’ve [COMPANY ACCOMPLISHMENT]. Congratulations!
Usually when that happens, [BUSINESS ISSUE] becomes a priority. That’s why I thought you might be interested in finding out how we helped [WELL-KNOWN COMPANY OR COMPETITOR] get going quickly in their new direction – without any of the typical cookie cutter approaches to marketing.
Check out our previous campaigns here - [LINK TO RELEVANT CASE STUDY].
If you’d like to learn more, let’s set up a quick call. Schedule 15 minutes here on my calendar - [ link].
Regards,
[NAME]
P.S. If you’re not the right person to speak with, who do you recommend I talk to?
What this email does well:
Scenario: You're getting back to someone who downloaded a whitepaper or an e-book
Contributor: Rachel Miller, Sandler Training
The rules change just a bit when you are following up with prospects who have just downloaded information (for example, white papers like this one) from your website. These exchanges are in a different category from people who sent a direct email requesting information and specific answers. Of course, some of the principles and techniques previously discussed still apply. Here are the best guidelines to follow.
Respond as quickly as possible. This point is worth emphasizing. The chances are high that the prospect has made inquiries to competitors. Studies show that in many cases responding more than thirty minutes after the prospect’s inquiry can be too late! You are in a horse race to decide who gets ahold of the prospect first. Whoever does is likeliest to win the deal.
In this case, you DO want to call first whenever possible, instead of emailing first. This is because response time is key. If you call and don’t reach the prospect, you can leave a message like this: “Hi Jack, this is Greg from Sandler Training. Thank you so much for reaching out and downloading our eBook, ‘Why Salespeople Fail and What to Do about It.’ I have a question for you. It’s kind of important, but not urgent, so please give me a call when you get a chance at 123-456-7890. Thanks.”
If you get the prospect on the phone, or when he calls back, establish appropriate rapport and then ask a question like this: “Can you help me with why you were interested in the white paper, and what you were hoping to learn?” This technique will help you to engage the prospect in a meaningful conversation and find out whether there are challenges in his world that you can help to address.
Hello Dr. [last name],
I'm following-up my previous email with free tool I think you'll love.
It's an brand analysis survey I created just for you (literally, your name is on it), that will help you understand how your practice is different from other doctors in [insert city they're in].
Click here to begin the brand differentiation analysis survey. When we speak, I'll benchmark your responses against the top physician brands around the country.
I'm sharing my calendar (click here) so we can schedule a convenient time to discuss.
Enjoy your weekend,
Matthew
Hi Dr. <>,
I’m sorry we haven’t been able to connect. Again, I know how hectic things can get at work and with family.
I would be available for a call during weekends or before or after work hours if that’s easier for you. I don’t mean to bug you, but I do want to help you manage your team so you can exceed your goals of [GOAL].
To schedule a time on my calendar, just click here.
Best,
Matthew
Hi Dr. [last name],
I’m writing to follow up. We are in the process of closing files this month. Typically when I haven’t heard back from someone it means they are either really busy or aren’t interested. If you aren’t interested do I have permission to close your file?
If you are still interested, what do you recommend as a next step?
Thanks for your help.
Regards,
[YOUR NAME]
What this email does well: