Folyo www.getwsodo.

com
www.getwsodo.com

The 16 Best
Repeat
Client Email
Templates

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

The 16 Best Repeat

Client Email Templates www.getwsodo.com
www.getwsodo.com
One of the most under-utilized (and amazingly effective) ways to get
client work quickly is to consistently reach out to your past clients. It’s
hard to know what to say, so below I’m sharing a collection of some
amazing client email templates you can use to instantly generate
tens of thousands of dollars in client work.

1. Testimonial Email Template

One great way to get more testimonials is to limit the amount of work
a client has to do to give you one. Here’s an example:

Hi Client

I'm trying to get better about documenting success stories

from clients when I hear about them. Would you be up for
sharing a little more about our project?

Short and sweet is fine, something along these lines..

“Using Your name’s services to create a website that

measurably attracts more customers is a guaranteed
investment. - Client, CEO”

In fact, if you're busy at the moment, I can use that quote for
now. I'd also love to get a headshot that can be used along
with your success story.

Please let me know if you have any questions.

Thanks so much!
-Your name

This works for me 99% of the time, because all a busy client has to say
is "yeah, sure," and bam – the work is done.

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

2. Testimonial Referral Upsell

Once I get a testimonial (which is basically an endorsement to the

whole world), I'll go in and ask directly for a referral:

Hi Client,
www.getwsodo.com
www.getwsodo.com
Thanks for the testimonial. This was an awesome project.

I’d like to continue working with you. I have a few ideas for what
we can do in the next few weeks to add to this project and
make it even more successful.

I’ll send those over soon, but for now, if you know of anyone
who would benefit from a similar service, I would love it if you
could send me their email. I’ll let them know that you were
thinking this might be right for them, and answer any
questions they have about how your project worked out (I'll
also cc you on the email)!

Sound good?
-Your name

Again, this approach does all the hard work for the client. They simply
email me with a name, and I take care of the rest.

3. Referral Cash In Email Template

Once a client gives you the name / contact info of someone they think
might benefit from your services, here’s what to send them:

Hi Client,

Hope you and your family are well.

Referral name suggested that we connect. He/she thought it

would be well worth your time to learn more about the [your
service] he/she’s been experiencing with us this year.

Would you make a few minutes available to me this week?

Thanks!
-Your name

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

Think about the difference here between this strategy and sitting
and waiting for work to come to you.

4. Retainer Upsell Template

When a client asks what it will cost to make a change to their website
in the future or "down the road," what they're really asking is if they
www.getwsodo.com
www.getwsodo.com
can trust that you won't disappear the minute you hand off the
project. They want to know you won't leave them out to dry.

This creates a perfect opportunity to up-sell a retainer agreement

because you can position the retainer as a premium way of ensuring
you're available to them if they need help:

Hi Client,
For small maintenance updates like that it would probably be
best to do some sort of small retainer. For example, some of
my clients pay $X00 every month to have me on call for up to 4
hours. They have that time reserved just for them no matter
what. This positions you as a very in-
demand freelancer yet you also
Otherwise, I'd still be able to do pretty much any small updates get to remain flexible to their
you need (at my normal $X00 hourly rate) you would just need needs.
to wait in my queue if I have other clients.
For companies of your size I usually recommend option 1
because I can sometimes be booked weeks or months in
advance, and in that case, updates wouldn't be as fast to get
done (with option 2).

Thanks
-Your name

It's great to have a handful of clients paying hundreds of dollars every

month for minimal work too because you can count on that revenue.

In fact, recurring revenue like this is great for freelancing in general

because it kills feast or famine.

5. Bigger Retainer Upsell

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

Once you’ve gotten your first retainer, don’t stop there. Make sure
you’re aware of how many hours per month they’re using.

If the client work goes over consistently, reach out with the following
(a quick phone call is better).

Hi Client,
www.getwsodo.com
www.getwsodo.com
Got a minute?

So you guys have been really successful with growing your

business in the last two years — hats off — and you’ve been
averaging about 10 retainer hours a month. The retainer you
have is only really for 5 hours per month.

Don’t worry, you’re not in trouble, we’re just emailing you to

make sure that it is OK to step you up to a bigger retainer,
which is more appropriate for your needs. It will be $XXX a
month. Is that OK?

Great. Would you like to save $XXX by pre-paying for a year of

service in advance? We’ll charge you for 11 months and give
you the 12th month free. Is that OK?

Sure, it works out to $XXXXX. Is that OK?

Great! OK, you’re all set — we’ll send you a receipt to your
email. Thanks for your business, Client — we really appreciate
it. You have a great day now.

-Your name

When you approach clients like this, it’s amazing how happy they’ll be
to pay you more money.

6. Budget Increase Template

Sometimes the budget you sent a client just isn’t appropriate

anymore. Be clear and upfront about this. Send the client the
following:

Hi Client,

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

The budget made a lot of sense when we first developed it.

That said, in service to you, we may have to explore adding to it
if we want to see this thing through the right way.

-Your name
www.getwsodo.com
Remember, you’re not stuck towww.getwsodo.com
a project’s initial budget if things have
changed. When a client changes something on a project scope, it’s
important to change the budget to adjust.

Be upfront about it. The client has two options, either keep the scope
as-is or accept the new pricing. Both of these options are a win for
you. It pays to be upfront!

7. Outgoing Referral Template

One of the best ways to get more referrals is to give more referrals.

It also helps you get value even from clients who aren’t a good fit for
your services. You not only become a trusted advisor to the client, but
you help a friend who might refer a project your way in the future.

Hi Client,

Unfortunately I don’t think I’m the best person for this project
because of X.

Your success is important, even if it’s not with me, so I’d love to
refer you to Bob, who I think would do a much better job on this.

Sound good?

-Your name

Turn down work that isn’t in your wheelhouse, but don’t stop there.
Refer that work to someone who is perfect. Clients will love you for
this, and other freelancers will reciprocate.

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

8. Client Late on Payments

It sucks when a client is late on paying you. Here’s a template to help

you collect more of these payments.

Hi Client, Starts on a positive note and

makes it easy for the client by
www.getwsodo.com
It was great to work with www.getwsodo.com
you on Project X. I invoiced you 30 ago
referencing the specific project,
date of the invoice and the
(Invoice #215), but haven’t received word from your accounting invoice number. Finally, frame
the question so it’s neutral –
yet. Is there additional info you need from me, or can you tell maybe it’s you, maybe it’s them.
me when the check will be mailed?

-Your name

The key is to be gentle but firm, not confrontational. First, send a

follow-up email to determine what the issue is (sometimes clients
just forget).

9. Escalation Late Payment

If the email above doesn’t take care of the problem, you may need to
send another email and/or start imposing a late fee.

Hi Client,

I know you’re swamped but I didn’t want this to fall between

the cracks and ask you to pay my late fee, so here’s just a quick
reminder that payment for the Project X work I did is due by
[ 9/17 ].

Because of delays late payment can cause in my own

accounting, I typically request a late fee of 1% of the total
invoiced sum for each day that the payment is delayed (not
compounding).

If you have any questions or need to discuss payment /

timeline, please let me know.
Thanks!
-Your name

You again acknowledge how busy the client is, but also catch their
attention but referencing a late fee.

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

Make sure to give a justifiable business reason for the late fee (it
causes accounting delays, which costs you money), so it doesn’t feel
punitive to the client.

10. Fully Booked Email Template

It’s an awesome feeling to be fully booked because you can approach

www.getwsodo.com
leads from a position of power.www.getwsodo.com
To do this take your time, make sure
there’s a fit, and experiment with a few different approaches. Here’s
a template you can try:

Hi Client,

Thanks for reaching out. I’m currently fully booked through X/X
so the next available slot in my calendar is X/X.

I understand if it’s not possible to wait that long, however, if

you would like to work with me I do suggest moving fast to
make sure you get into my schedule (waiting just means it may
take longer).

Only signed contracts with down payments go into my

schedule, so I’d be happy to explore a few options for you and
have you get the very next slot in my calendar.

Can I send over a proposal?

Thanks,
-Your name

11. The $10k Email

This is a crazy simple email that generates five-figures on average

every time a freelancer sends it to a client.

Hi Client,

Just wanted to follow up and see how your business is doing. Is

there anything I can do to help grow your business?

Give me a call if you need help :)

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

Talk soon,
-Your name

Send an email like this to every client in your portfolio at least once
every 3 months. Or else someone else will.

12. The Budget Doubler Template

www.getwsodo.com
www.getwsodo.com
Use this email when a client is money conscious and you want to
expand their budget.

Hi Client,

The way you suggested will take 12 more hours. But there's a
way I can do it that will only take one hour. It won't do x but it
will do y.

Does that sound good?

-Your name

These are the sweetest words a clients can hear. Budgets are never
all about money. Try reducing the budget for your client today using
the words above to gain your client’s trust.

13. Past Client Check-ins & Follow Ups

It’s amazing how few freelancers follow up with their past clients.
Here are some templates to make sure you never miss a follow up:

Hi Client,

I wanted to reach out to see how you and your company were
doing and what sort of growth I might be partially responsible
for.

Whether it's doubling the number of conversions of your

website, or freeing up time for you to do other things, I want to
hear about it.

Looking forward to it.

-Your name

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

Follow up Template 2:

Hi Client,

We’re looking to bring on new clients, and I wanted to see if you

knew anyone who might want to make more money for their
business through smart & effective design.
www.getwsodo.com
www.getwsodo.com
If you know anyone who might fit this profile, would you mind
setting up an introduction?

-Your name

Follow up Template 3:

Hi Client,

Just wanted to follow-up on see how your business is doing.

Is there anything I can do to help grow your business?

Gimme a call on my cell if you need help. :)

-Your name

Follow up Template 4

SUBJECT: what does your business need help with?

Hi Client,

I wanted to let you know that I’m here to help you grow your
business.

While my newsletter is chock full of valuable information for

your business, I want to hear what your business needs help
with.

Over the last five years, I’ve become an expert at helping

businesses like yours continue to grow online, and we have a lot
to offer.

Reply back, or give me a call on my cell at XXX-XXX-XXXX when

you get a chance.

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

Hell, I may even feature your question as the topic of my next

newsletter. Thank you

Follow up Template 5:

Hi Client,
www.getwsodo.com
I wanted to reach out towww.getwsodo.com
see how you and your company were
doing and what sort of growth I might be partially responsible
for.

Whether it’s doubling the number of conversions of your

website, or freeing up time for you to do other things, I want to
hear about it.

Looking forward to it.

- Your name

Follow up Template 6:

Hi Client,

Just wanted to check-in and see how you’re doing.

Is there anything I can do to help grow your business? Gimme a

call if you need help. :)

Talk soon!

-Your name

14. The Project Decliner Email

You can't say yes to everything. However, if you are going to turn
clients away, offer a simple alternative.

Hi Client,

I need to say “no,” because this doesn't feel like a good fit for
me, and I wouldn't be able to do it well.

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

But I would love to support you in a different way. [Offer an

alternative form of support here]

Thank you for again for thinking of me for this, I'm honored.

Best of luck!
- Your name www.getwsodo.com
www.getwsodo.com
15. The Weekend Work Email Template

Setting boundaries is key to getting paid what you’re worth.

This template helps you push back on clients that overuse ASAP and
expect you to jump on their project at a drop of a hat.

Hi Client,

I understand you want this completed before Monday, however

I typically don't work during my personal time on the weekend.

If you absolutely need it done before Monday I'd be happy to

take care of you at my rush fee of [2.5x regular price].

Which way do you want to go? I need to know ASAP to get you
on my schedule.

- Your name

Its okay to pushback! Do it gently, but do it. This is business.

16. COVID-19 Email Template

Your clients need you right now. I know it’s awkward to reach out and
ask for work, so here’s a way to do it in a way that’s respectful and
provides value to your clients.

Hi Client Name,

How are you?

I wanted to reach out to thank you again for being an awesome

client. Because of clients like you I’m able to be in business ...
and I want to give back.

© 2020 Robert Williams - All Rights Reserved.

Folyo The 16 Best Repeat Client Email Templates

To help out right now, I’m waving my normal hourly rate and
giving past clients like you a free monthly strategy call to help
with whatever you need through July.

We can discuss some fresh [design/development/writing/seo]

ideas of course, or justwww.getwsodo.com
chat about your business in general?
www.getwsodo.com
However, you want to spend the time is fine with me.

Just send me a message and we can put you on my schedule.

Thanks,
-Your name

Jump on a call with them and LISTEN. Try not to do any selling and
instead just focus on delivering as much value as you can during that
1 hour consult. Your clients will love you for it.

© 2020 Robert Williams - All Rights Reserved.