1.

Cold Email Introduction to a Sales Lead

Also known as cold email marketing, sending business email introductions to prospects is one
of the most popular lead generation methods used by sales teams, especially in the business-
to-business (B2B) space. The key to an effective email introduction is presenting your
business’ value proposition and differentiating factor in the fewest words possible to foster the
prospect’s interest and produce a response.

Subject Line: Offering [prospect name] Value Through [product or service offered]

Hi [lead first name],

I saw on your website that you [something about the lead or their business that makes them a
good fit for your business offerings], so I wanted to reach out personally. My name is [your
name], a [job position] at [company name].

We provide [product or service] to [specific niche you sell to] businesses like yours. Our
unique approach to [product or service] includes [differentiating product or service
attributes], giving you the benefits of [value of using your product or service].

I’d love to schedule a call to learn more about some of the everyday pain points you might
experience in [area or function of business your solution solves]. Are you free this Tuesday at
2 p.m. or Thursday at 1 p.m.?

Talk soon,

[Your name], [title]

[Company]

[Email address]

[Phone number]
[Company website]

2. Event Follow-up Introduction to Connection Email

Use the follow-up business introduction email template to reintroduce or reconnect with
someone you previously met at an event. The purpose is to continue the conversation and
provide your contact information to further build a relationship. Recipients of this kind of
introduction could be potential referral partners as well as sales leads.

Subject Line: Hi [connection name]! Great Meeting You at [event name]

Hi [connection’s first name],

It was a pleasure meeting you at [event]. I hope you enjoyed the [specific activities of the
event] as much as I did.

I’d love to continue our conversation about [previous conversation from the event] and see if
we might be able to [objective of further connecting—either providing product/service or
developing a partnership].

Like I said when we talked, [something you discussed that showed how you can add value to
the recipient]. Let me know if you’re available for a call in the next week or so to discuss
further.

Talk soon,

[Your name], [title]

[Company]

[Email address]

[Phone number]
[Company website]

Pro tip: For more effective follow-up ideas and scripts, download 11 free sales
follow-up email templates and customize them for your business.

3. Online Lead Submission Email Introduction

If you’re in sales management, it’s important to have a strategy for managing inbound sales
leads that come in through website forms or other online lead generation sources. One of the
first steps to managing new leads acquired through online form submissions is by sending an
effective email to start the conversation and guide the prospect through the sales process.

Subject Line: Thank You for Your Inquiry!

Hi [lead name],

My name is [your name], a [job position] for [company name]. Thank you for expressing
interest in our [product or service]—I hope we can assist!

To get started, I’d love to schedule a time for a call to discuss your [area or function your
solution solves] needs. What’s your availability over the next few days?

Talk soon,

[Your name], [title]

[Company]

[Email address]

[Phone number]
[Company website]

Pro tip: Responding to leads who submit forms online can be done manually as
leads come in, or personalized and sent automatically using email marketing software
like Constant Contact or Mailchimp.

4. Major Event or Development Introduction Email

One way to establish a connection with a lead is by sending a business introduction email that
references a recent event relevant to the prospect. The event could be something in the news,
the release of an interesting study, or an industry-disrupting innovation the email recipient
would find intriguing.

Subject Line: Hi [lead name], Have You Heard About [major event]?

Hi [lead name],

My name is [your name], a [job position] from [company name]. I wanted to reach out in
regard to the recent [major event], as the implications are entirely relevant to you and [their
organization name].

[Brief description of event, study, or innovation].

With that being said, I’d love to schedule a call to discuss how we can help you navigate the
[industry or product/service] as a result of the [major event].

What’s your availability like over the next few days?

Talk soon,

[Your name], [title]

[Company]

[Email address]

[Phone number]

[Company website]

5. Introducing a New Product or Service Email

This business introduction email template can be used to introduce a new product or service
to both current and potential customers. Presenting new ways your business can help is an
effective way to re-engage relationships for customer retention, cross-selling, and upselling.
It can also be the catalyst for turning qualified leads you’ve been nurturing into customers.

Subject Line: Introducing [new product or service] to [lead/customer name]

Hi [lead/customer name],

Hope all has been well since we last spoke. I wanted to reach out about a new [product or
service] we are now offering that might be of interest to you.

[Briefly describe the new product or service].

If this new offering is something you’re interested in learning more about, please let me know
so we can get a call scheduled to discuss details and answer any questions you may have.

Talk soon,

[Your name], [title]

[Company]

[Email address]

[Phone number]

[Company website]

6. New Point of Contact Business Introduction Email

Some businesses have dedicated account managers and support agents to ensure a high level
of service. When one of these individuals leaves your company or moves to another role, it’s
important that you introduce the new point of contact to your clients and prospects to foster
the new relationship. This template is ideal for use as an email introducing a new point of
contact in your business.

Subject Line: Introducing Your New [job position title]

Hi [customer name],

I wanted to reach out about some changes to your account and point of contact. Starting [date
account manager is leaving our team], I will be leaving the company to pursue a new
opportunity. That being said, I’ve cc’d [name of new contact], your new [job position title],
and point of contact moving forward.

Please feel free to reach out if you have any questions or concerns about the change and we
can happily address them. I can promise you will be in good hands!

Thank you,

[Your name], [title]

[Company]
[Email address]

[Phone number]

[Company website]

Pro tip: Customer relationship management (CRM) software is a must for

businesses that use account managers to continuously build relationships with clients
and prospects. Our buyers guide on the best account management CRMs will help
you navigate the market to find the best platform for your account management
needs.

7. Requesting Professional Advice or Expertise Email

There are plenty of situations where you may want outside expertise, from obtaining advice
about running your business to gaining insights on a subject matter you’re writing about or
for help with the development of a product or service. It’s an excellent idea to make this kind
of request through a business introduction email to the expert.

Subject Line: Seeking Expertise from [expert’s name]

Hi [expert’s name],

My name is [your name], a [job position] from [company name]. I wanted to reach out as I’ve
heard you are an expert in [subject you need expertise in] and might be able to help me
navigate the space.

Currently, [description of current state of business, writing project, or product development].

Would you be available for a call to go over this and help me out a little bit?

Talk soon,

[Your name], [title]

[Company]

[Email address]

[Phone number]

[Company website]

8. Potential Partnership Email Introduction

In any business environment, partnerships between organizations are common for lead

referral sharing, co-sponsored marketing initiatives, and joint product or service
distribution. Developing these relationships often starts by sending a business introduction
email to request a conference call or meeting for further discussion.

Subject Line: Partnership Opportunity with [recipient organization name]

Hi [contact name],

My name is [your name], a [job position] from [company name]. I wanted to reach out about
a potential [type of arrangement—referral, marketing, distribution] partnership opportunity.
Based on my research thus far, I see a lot of synergy between our two businesses.

I know your business provides [product or service] to [specific marketing niche they focus on],
and I think we can work well together to [type of arrangement] as my firm offers [product or
service] to a similar market.

I’d love to schedule a call to discuss this in much more detail and see where there is a
collaborative opportunity. What’s your availability like over the next few days?

Talk soon,

[Your name], [title]

[Company]

[Email address]

[Phone number]

[Company website]

9. Introducing Yourself to a New Organization Email

This business email introduction template can be adapted for various scenarios, such as if you
recently joined a networking group, chamber of commerce, lead share group, professional
development organization, or are a new hire within a company. The idea is to use email to
introduce yourself to multiple people at once.

Subject Line: Introduction to Members of [organization name]!

Hi everyone,

My name is [your name], a new [member/employee] of [organization name]. I’m excited to

get the opportunity to [work with, network with, get to know] all of you.

[Include a brief description of your past experience, former employment, or context to why
you joined the organization].

If you have the time, I’d love to get a chance to have some one-on-one calls to learn more
about each of you and see if I can be of value to you.

Feel free to reach out individually so we can get something on the calendar!

Talk soon,
[Your name], [title]

[Company]

[Email address]

[Phone number]

[Company website]

Optimize Your Business Introduction Email Templates

The primary goal of any introduction through email―whether it be for sales opportunities,
potential partnerships, or strictly networking―is to intrigue the recipient and obtain a
response. In addition to starting with an effective business email introduction template, there
are other ways to increase the recipient’s interest, improve your chances of achieving the
email’s objective, produce a response, and further the discussion using the following best
practices.

Automate Calls to Action

At the end of every email should be a request asking the recipient to take a specific action,
such as “learn more,” “discuss further,” “reply back,” and so on. Rather than asking about
availability or going back and forth to coordinate a time that works for everyone, automate the
call to action using a scheduling tool like Calendly through a link in your email.

Once the email recipient clicks on the link, Calendly takes them to a scheduling portal to find
the time and communication channel that works best for them. Once a time is selected, all
attendees of the meeting are notified and the meeting is synced to their calendars.