40

B2B SALES
EMAIL TEMPLATES
F O R E V E RY S I T U AT I O N

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 40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION : TABLE OF CONTENTS 2

COLD OUTREACH EMAILS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Initial cold outreach (version 1) ...................................................... 3

Initial cold outreach (version 2) ...................................................... 3
Initial cold outreach (version 3) ...................................................... 4
Asking to be pointed to the right person (version 1) ...................................................... 4
Asking to be pointed to the right person (version 2) ...................................................... 5
Benefit-focused outreach email (version 1) ...................................................... 5
Benefit-focused outreach email (version 2) ...................................................... 6
Researched/Personalized outreach email (version 1) ...................................................... 6
Researched/Personalized outreach email (version 2) ...................................................... 7
Trying again after an objection ...................................................... 7

FOLLOW-UP EMAILS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Follow-up on an unanswered call ...................................................... 8

Follow-up on an unanswered email (version 1) ...................................................... 8
Follow-up on an unanswered email (version 2) ...................................................... 9
Follow-up after leaving a voicemail (version 1) ...................................................... 9
Follow-up after leaving a voicemail (version 2) ...................................................... 10
After a sales call ...................................................... 10
After a phone conversation/meeting ...................................................... 11
Following up with an inactive contact (version 1) ...................................................... 11
Following up with an inactive contact (version 2) ...................................................... 12
Following up after a tradeshow, conference, or networking event ...................................................... 12

LEAD NURTURING & ENGAGEMENT/RE-ENGAGEMENT EMAILS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Reengaging a stalled prospect ...................................................... 13

Reengaging inactive contacts (version 1) ...................................................... 13
Re-engaging inactive contacts (version 2) ...................................................... 14
Keeping in touch (asking about accomplishments) ...................................................... 14
Keeping in touch (asking about impact) ...................................................... 15
Keeping in touch (announcing new developments) ...................................................... 15
Welcoming new blog subscribers ...................................................... 16
Welcoming new email subscribers ...................................................... 17
Sharing your content ...................................................... 17
Monitoring who viewd your LinkedIn profile ...................................................... 18
REFERRALS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Asking for a recommendation ...................................................... 19

Exploring opportunities for referrals ...................................................... 19
Asking for a referral ...................................................... 20
Making an introduction ...................................................... 20
Referral template to be filled out and sent by a customer ...................................................... 21
Influencer outreach email ...................................................... 21
Follow-up influencer outreach ...................................................... 22
Influencer outreach on LinkedIn ...................................................... 22
Asking for client testimonials ...................................................... 23
Leveraging your professional network ...................................................... 23
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 3

COLD OUTREACH EMAILS

Template 1: Initial cold outreach (version 1)

Subject: {Company Name} + {Your Company}

Hi {Name},

My name is {Name} with {Your Company}. We help {specific company type} with {one liner}. I
wanted to learn how you handle {thing your company handles} at {Company Name} and show
you what we’re working on.

Source: Attach.io
Are you available for a brief call at {time options}.

Best,

Template 2: Initial cold outreach (version 2)

Subject: [Introduction] {Name of their Organization}

Hey {First Name},

I hope this email finds you well! I wanted to reach out because {explain how we got their contact
information and how we relate to them: talked to a colleague, saw your company online, etc.}.
{Your Company} has a new platform that will help your team at {Name of their organization}. {one
sentence pitch of benefits}. We do this by:

• Benefit/feature 1
• Benefit/feature 2
• Benefit/feature 3 (optional)

Let’s explore how {Name of your software} can specifically help your business. Are you available
Source: Close.io

for a quick call {Time and Date}?

Cheers,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 4
COLD OUTREACH EMAILS

Template 3: Initial cold outreach (version 3)

Hey {First Name},

I hope this email finds you well! I wanted to reach out because {explain how we got their contact
information and how we relate to them: talked to a colleague, saw your company online, etc.}.

{Your Company} has a new platform that will help your team at {Name of their organization}.
{One sentence pitch of benefits}.

I know that {your product} will be able to help {Name of their organization} {insert high level
benefit here}.

Source: Close.io
Are you available for a quick call {Time and Date}?
Cheers,

Template 4: Asking to be pointed to the right person (version 1)

Subject: Quick request

Hi {Name},

I’m trying to figure out who is in charge of {leading general statement} there at {Company}.

Would you mind pointing me towards the right person please, and the best way I might get in
touch with them?
Source: Attach.io
Regards,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 5
COLD OUTREACH EMAILS

Template 5: Asking to be pointed to the right person (version 2)

Subject: Looking for best {insert job area where you’d like to start} contact

{Name},

I am doing some research on your company to determine if there is (or is not) a need for {insert
your strongest pain point}.

Could you please help me by pointing me to the best person there for a brief discussion?

Where shall I start?

Source: Attach.io
Best,

Template 6: Benefit-focused outreach email (version 1)

Subject: 10 x {Company} {result} in ten minutes?

Hello {Name},

I have an idea that I can explain in 10 minutes that can get {Company} its next {100 best clients}.

I recently used this idea to help our client {Competitor} almost triple their monthly run rate.

{Name}, Let’s schedule a 10 minute call so I can explain. When works best for you? Source: Attach.io

Best,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 6
COLD OUTREACH EMAILS

Template 7: Benefit-focused outreach email (version 2)

Subject: [highlight key business value]

{Name}

In working with other {industry or position}, 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}.

Source: HubSpot
If this is something you’re challenged with too, let’s set up a quick call. I have some ideas that
might help.

All the best,

Template 8: Researched/Personalized outreach email (version 1)

Subject: [prospect’s company announcement]

{Name},

Because I work so much with {your targeted industry}, I constantly follow industry news.
Recently, I noticed that you’ve {prospect’s company action}

Usually when that happens, {business issue} becomes a priority. That’s why I thought you might
be interested in finding out how we helped {similar firm} get going quickly in their new direction
– without any of the typical glitches.

If you’d like to learn more, let’s set up a quick call. How does {specific Time and Date} look on
Source: HubSpot

your calendar?

Regards,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 7
COLD OUTREACH EMAILS

Template 9: Researched/Personalized outreach email (version 2)

Subject: [prospect’s company announcement/news]

{Name},

Your latest announcement this week about {News} got me thinking.

I found this article on {Article Title} that may be beneficial as you folks progress.
Here’s the link to read it. {Article Link}

Hope you find it helpful,

Source: HubSpot
All the best,

Template 10: Trying again after an objection

{Name},

{Name of prospect’s team member} told me he’s interested in getting {your product} for the
{appropriate} team, but {objection}.

Customers like {X and Y} told us that all too often, {pain point}.

That’s why they chose {your product} to {key functionality}.

Are you available at {Time and Date} EST to discuss how {Your Company} can help your team be
Source: Yesware

more productive?

Best,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 8

FOLLOW-UP EMAILS

Template 11: Follow-up on an unanswered call

Subject: Hi {Name}, {question}?

Hi {Name},

I didn’t hear back from you last week when I was looking for the appropriate person managing
your {statement}. That’s not a problem.

If it makes sense to talk, let me know how your calendar looks.

Source: Attach.io
If not, who is the appropriate person?

Best,

Template 12: Follow-up on an unanswered email (version 1)

Hi {Name},

In case you missed my email {Week/Day you sent it}, {restate why you’re reaching out}. {value
statement specific to recipient}.

My ask for you:

1. {first part of ask}

2. {second part of ask}
Source: Yesware
{Any additional information}.

Looking forward to your reply,

40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 9
FOLLOW-UP EMAILS

Template 13: Follow-up on an unanswered email (version 2)

Subject: Hi {Name}, {question}?

{Name},

I’m writing to follow-up on my email. I didn’t hear back from anyone on the team. If it makes
sense to talk, let me know how your calendar looks.

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

Source: HubSpot
Thanks for your help,

All the best,

Template 14: Follow-up after leaving a voicemail (version 1)

Subject: Sorry I missed you

Hi {Name},

I just called to {explain your purpose}.

Source: HubSpot
In my voicemail, I mentioned that I’ll try you again on {Time and Date}, but feel free to reach me
whenever works best for you at {phone number} or shoot me any questions via email.

Best,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 10
FOLLOW-UP EMAILS

Template 15: Follow-up after leaving a voicemail (version 2)

Subject: Just tried your line

{Name},

I just tried calling you and left a voicemail.

Please give me a call back at {XXX-XXX-XXXX}, or send me a note if you get the chance.

Source: Yesware
Thank you!

All the best,

Template 16: After a sales call

Subject: {Company} Call Summary

Great speaking with you today, {Name}! I’m glad we agree {Your Company} would be a great fit for
your team.

Here are the top value adds we went over:

1. {value add 1}
2. {value add 2}
3. {value add 3}

Resources for Review:

1. {resource 1}
2. {resource 2}
3. {resource 3}

Action Items:
1. {action Item 1}
2. {action Item 2}
Source: HubSpot

P.S. {Use this opportunity to link to case studies or third-party content your prospect might
enjoy.}
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 11
FOLLOW-UP EMAILS

Template 17: After a phone conversation/meeting

Subject: Hoping to help

Hi {Name},

I really enjoyed our phone conversation {or meeting} earlier today and especially liked learning
about your unique role at {Company}. I understand the challenges you are facing with {challenges
discussed} and the impact they are having on {insert personal impact}.

As promised, I have attached {or linked to} the resources and materials that can help you better
understand how we can help you solve {insert compelling reason to buy}.

Please let me know if you have any questions. Otherwise, I look forward to talking with you again

Source: Attach.io
on {Time and Date}.

Regards,

Template 18: Following up with an inactive contact (version 1)

Subject: Permission to close your file?

{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?
Source: HubSpot

If you are still interested, what do you recommend as a next step?

Thanks for your help.

40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 12
FOLLOW-UP EMAILS

Template 19: Following up with an inactive contact (version 2)

Subject: Our next steps

{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 if it makes sense to continue the conversation.

Source: HubSpot
What makes sense as a next step, if any?

Thanks,

Template 20: Following up after a tradeshow, conference, or networking event

Subject: Idea for {tradeshow theme/topic}

Hi {Name},

What a great show. I hope you enjoyed it and learned some things you can use in your business
immediately.

I’m sure {objective} is a top priority for you. I thought I’d send you {piece of content} for you to
review.

If you’d like any additional information about how {details of content}, I’d be more than happy to

Source: HubSpot
have a quick chat over the phone.

Just let me know if you have any questions or would like to have a more in-depth conversation.
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 13

LEAD NURTURING AND ENGAGEMENT/RE-ENGAGEMENT EMAILS

Template 21: Reengaging a stalled prospect

Subject: Hoping to help

Hi {Name},

I know we’re still in a holding pattern, but I wanted to send over a customer case study that
speaks to how {Customer Name} leveraged {type of product/service you offer} to {what they
accomplished -- HARD METRIC}.

Source: Yesware
What sort of timelines do you think we’re looking at to pick this back up?

Thanks!

Template 22: Reengaging inactive contacts (version 1)

Subject: Too much hustle, or just enough?

Hi {Name},

I don’t want to keep bombarding you with emails, but my job is to follow up persistently on
strong potential matches for {Your Company}, like {Prospect’s Company}, which is why I’ve
continued to hustle.

However, I haven’t heard from you yet, and maybe one of these reasons sums up why?

1. You already use a different {platform} for {the service we provide}.

2. Right now isn’t the best time to talk about {Your Company}, and I should check back in at
a later date.
3. You’ve fallen and can’t get up. In that case, please let me know and I’ll call 911 for you.

Please let me know which one it is, because I’m starting to worry that it might be No. 3.
If none of these reasons are the case, could I have an opportunity to explain how valuable {Your
Source: Yesware

Company} would be to your team at {Prospect’s Company}? When do you have 10 minutes to talk
next week?

Thanks for your time today,

40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 14
LEAD NURTURING AND ENGAGEMENT/RE-ENGAGEMENT EMAILS

Template 23: Re-engaging inactive contacts

Subject: Are you still doing {Prospect’s Company Name}?

Hey {Name},

We’re going through our files to organize for the new quarter and would like to verify --

Source: 500 Startups

Are you still at {Company Name Personalization}?
If so, are you still interested in {solution or pain point}?
Tell us if you would still like to receive our emails by clicking the link below.

Thanks,

Template 24: Keeping in touch (asking about accomplishments)

Subject: {situation} at {Prospect’s Company}

{Name},

This morning, I found out {exciting news}! Congratulations to you and your team. In looking over
the materials you posted, I had two questions:

1. {A genuine and not self-serving question about how it works.}

2. {A question about how it could intersect with your company’s product.}

I ask because my company makes {XXX} and {YYY}. I’m always trying to find new applications
and to learn new approaches for our work here.
Source: Yesware

Interested to hear your thoughts,

Cheers,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 15
LEAD NURTURING AND ENGAGEMENT/RE-ENGAGEMENT EMAILS

Template 25: Keeping in touch (asking about impact)

Subject: Wondering how this issue affects your company?

Hi {Name},

Your {big news} last week made an impression on me – I’ve found myself thinking about your
company a fair amount since then. Here’s a {linked article publication name} that thoughtfully
describes {some of the same opportunities that your announcement addressed}.

Source: Yesware
Am I reading this right? {Question about how the article impacts prospect’s company}

Hope you find it interesting!

Template 26: Keeping in touch (announcing new developments)

Subject: Trip to {Prospect City HQ }

Dear {Name},

I hope this note finds you well. You guys have been busy since we last talked! I saw your
announcement of {X} and {Y}. Congratulations! Things have been going well over here, too –
we released {new feature of relevant product} and have been getting great feedback from our
customers.

Are you going to be {at industry event/in city of prospect’s HQ } in two weeks? I’m heading out
there, and would love to catch up with you about {your announcement Y}. I have a thought about Source: Yesware
how {announcement relates to our business together}. Let me know if you’ll be in town.

Best,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 16
LEAD NURTURING AND ENGAGEMENT/RE-ENGAGEMENT EMAILS

Template 27: Welcoming new blog subscribers

Subject: Welcome to {Your Company/Website/Blog}!

Hi there!

Thanks so much for subscribing to our blog. I really appreciate that you want to keep in contact
with us here at {Name of Business or Website}.

Over the next few weeks, I’ll be sending you a series of emails focused on our best content. This
will help you get started {what you’re helping them to do}. I know, you’re super busy and you’re
probably already getting tons of other emails (I do too) but I promise that I’ve hand picked only
the best emails to send to you. Each one will contain valuable experiences and lessons that will
help {achieve their goal}.

If you ever want to reach out, I’m available 24/7 at {youremail@email.com}. On social? You can
connect with me on Twitter at {@username}.

Source: HubSpot
Thanks for signing up, and remember if you ever have any questions or feedback, just send me an
email and I’ll get back to you.

Cheers,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 17
LEAD NURTURING AND ENGAGEMENT/RE-ENGAGEMENT EMAILS

Template 28: Welcoming new email subscribers

Subject: Welcome to {Your Company/Website/Blog}! Here’s where to start...

Hey... my name is {Your Name}, and I’m the {Your Title} of {Your Company or Website}. I wanted to take a second to
say hello and welcome you to the family.

Seriously, on behalf of myself and the entire {Your Company} team I want you to know that we’re truly excited and
grateful that you decided to join us…

I know this is going to be an absolute game changer for {topic/desired result} no matter what stage you’re in.

Here’s what you can expect from us…

We’ll publish fresh {topic/known desired end result} content to our blog {number of times a week you post content}
(on {the days of the week you’ll be emailing the content to your subscriber}) then once it’s live we’ll send you an
email with a short description of the new article, why we think it’s important for you and a link to read the full
article.

We’ll also send you emails about new expert {Your Company} courses, software and other cool premium resources
from time to time BUT only once we’ve vetted them.

Sound fair? GOOD!

Here’s what you need to do now to get started…

STEP 1: Whitelist and prioritize all emails from {Your Company or Website} and {Your Name}.

This is important! Not only will you receive updates about new articles on the blog, you’ll also receive notifications
about new {other types of valuable content the subscriber will receive via email}.

But if our emails aren’t getting through to you, you will miss these important updates and you won’t receive the full
benefit of being a {Your Company or Website} subscriber.

So please take the following simple actions to make sure nothing slips through the cracks:

1. Follow the whitelisting instructions for your email provider at this page: {Link to whitelisting instruction
page on your site}
2. If you are a Gmail user or you use any other web-based email that filters broadcasts away from your main
inbox, be sure to “drag” any emails from {Your Company or Website} or “{Your Name}” into your Priority
Inbox. (Again, you don’t want to miss something.)
3. Create a special “{Your Company or Website}” folder where you can archive emails from {Your Name} as
well as “{Your Name}” AFTER you have read them. This is important…DO NOT setup filters to automatically
direct our emails into these folders, or again, you are likely to miss something. Simply move them manually
to the folder after the information in the email has been consumed.

STEP 2: Take two-seconds and join the {Your Company or Website} Facebook page, as this will be our primary
method of communication outside of email updates, and again you won’t want to miss a thing:

1. Facebook: {Link to Company Facebook Page}

2. Twitter: {Link to Company Twitter Profile}

Talk soon,

Source: Digital Marketer

40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 18
LEAD NURTURING AND ENGAGEMENT/RE-ENGAGEMENT EMAILS

Template 29: Sharing your content

Subject: “Know this about {topic of interest}?”

Hey {Prospect},

Your blog article about {topic} was excellent. Your ebook on the topic was even better. The part
about {section} was amazing because {reason}.

But, I had to click around your website quite a bit to find the ebook. Have you ever thought about

Source: HubSpot
putting a call to action on the blog post that encourages visitors to download your whitepaper on
the same subject?

Here’s an article on how and why to do this: {Link}

Let me know what you think,

Template 30: Monitoring who viewd your LinkedIn profile

Subject: Did you get what you were looking for?

Source: HubSpot
{Prospect},

Looks like you visited my LinkedIn profile the other day. Did I do something wrong?
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 19

REFERRALS

Template 31: Asking for a recommendation

Subject: Quick question

Hi {Prospect},

A colleague of mine is investigating solutions for predictive lead scoring. I’ve been following you
online for a bit.

Source: HubSpot
As an expert at sales, I’m wondering if you have any experience with any platforms or know
anyone that does?

Best,

Template 32: Exploring opportunities for referrals

Subject: {Referral Full Name}

{Referral Partner},

It looks like we both sell to CIOs in the Boston area. I meet with a handful of successful
salespeople every week to talk about accounts, and we help each other with introductions to
prospects. In some months, my networking group books me more meetings than my SDR.

Would you be interested in meeting for coffee to talk about how we might be able to help each

Source: HubSpot
other?

Best,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 20
REFERRALS

Template 33: Asking for a referral

Subject: Intro?

Hi {Name},

I was looking to get introduced to Johnny Dealmaker from Project X and saw you were connected
to him. Not sure how well you’re connected to him, but if the relationship is strong, I’d really
appreciate an intro to chat about ways to work with my Project Y.

Source: Attach.io
Please let me know if you feel comfortable doing this and I’ll forward over a proper request for
introduction that you can forward to him.

Best,

Template 34: Making an introduction (can also be used by your client as referral template)

Subject: {Name}, have you met {requester’s First Name}?

Hi {Name},

I hope this note finds you well and {personal note}.

{person requesting referral & their relation to you} (CC’d here) mentioned to me that {he/she} is
looking {reason for their request to you}. I’m reaching out in hopes that you can point {him/her}
in the right direction.

As I think you know, {what requester’s company does}. {value statement -- what’s in it for your
recipient?}

Quick Favor
Source: Yesware

Might you be willing to introduce {requester’s First Name} to the correct person who
{responsibility} within {Their Company}? It would be fantastic to {requester’s end vision}.

Thank you in advance,

40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 21
REFERRALS

Template 35: Referral template to be filled out and sent by a customer

Subject: Hi {Referral}, have you met {Salesperson}?

{Referral},

I don’t know if I’ve mentioned it before, but I’ve been working with {Salesperson} for a few
months. The other day, I was talking with him about some of the things that he and I have done,
and I realized that I should put you two together. So...

{Referral}, meet {Salesperson, with a LinkedIn profile URL}.

{Salesperson}, meet {Referral, with a LinkedIn profile URL}.

Source: HubSpot
Can I leave the rest to you guys?

Talk to you both later.

Template 36: Influencer outreach email

Subject: {Mutual Connection} recommended I get in touch

Hi {Name}!

I’m {Your Name from {Company}. I work with {Mutual Connection} who mentioned that you
{what Mutual Connection said about the influencer}.

{Mutual Connection} said that it would be a good idea to get in touch with you to learn more
about {topic} and work on {project} together.

Does this sound like something you would be interested in? If so, I would love to call you some
Source: Mention.com

day this week around noon and figure out a way to make it mutually beneficial.

Let me know what you think!

Best,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 22
REFERRALS

Template 37: Follow-up influencer outreach

Subject: Hi {Name}, {question}?

Hi {Name}!

I’m {Your Name from {Company}. I sent you an email last week about {project} that I think could
be beneficial for us to partner up on. I’ve come across your work on various occasions and really
enjoyed {a project of theirs you enjoyed}.

I thought you’d be interested in working on this project because {reasons}. If you’re interested, I’d
love to get your take on the project and figure out how we can make it beneficial for both parties.

Let me know if you’re interested in working something out. It’d be great to get on a call on {day}
or {day} this week at noon!

Source: Mention.com
Just for reference here’s some projects I’ve worked on – just to let you know I follow through and
am serious about making this work: {Links to projects}

Best,

Template 38: Influencer outreach on LinkedIn

Subject:

{Name},

Thanks for connecting with me on LinkedIn. From looking at your impressive career
advancement from salesperson to sales director in just five years, I’m guessing you have some
really valuable advice.

I read a few of your testimonials and I noticed that many of them said you put people first. Many
of them said that you always drop what you’re doing to listen to the concerns and ideas of your
front line salespeople.
Source: HubSpot

Would you be willing to contribute to an article I’m writing on that subject?

Regards,
40 B2B SALES EMAIL TEMPLATES FOR EVERY SITUATION 23
REFERRALS

Template 39: Asking for client testimonials

Subject: {Month} Results

Hi {First Name},

I was very happy to see the results of the analysis of the website redesign’s impact on {quarter}
marketing and sales -- as I’m sure you were.

On that note, I was wondering if you would give us permission to showcase the project on
our website. And if so, would you be able to write 4-5 sentences that describe your experience
working with us: What did you like about working with us? What results have you seen? Why
will other clients like you enjoy working with our team? We’d love to feature the project, your
testimonial, and your name/headshot in a call out on our site. If you’d like some inspiration, here
are a few examples {Link} of kind words from previous clients.

Let me know if you have questions or need more information. We really enjoyed working with

Source: HubSpot
you on this project.

Thanks,

Template 40: Leveraging your professional network

Subject: Want Me to Introduce You?

Hi {Name},

I’ve been doing some thinking about your company, and I was wondering if you know {high-
value contact of yours}. She’s the {position} at {potentially interesting customer/prospect}. I’d
guess that with their {relevant experience} and your similar accomplishments, you guys might
enjoy talking.
Source: Yesware

Want me to make an introduction?

Best,