Sales

Email Templates

INITIAL MEETING REQUEST REPLY TO REFERRAL EMAIL

Mitch,
Im sending this email based on the recent introduction by Jamie Johnson of Warren
Investment Advisors.
I look forward to meeting you and would like to suggest a brief introductory call. Best
availability for me over the next week includes:

Monday May 21st at 1:00pm MDT

Wednesday May 23rd at 2:00pm MDT
Friday May 25th at 9am MDT

If none of these times work on your calendar, please feel free to suggest alternates and I'll
work to move things around on my end.
Kind regards,
INITIAL MEETING REQUEST REPLY TO REFERRAL EMAIL 2nd ATTEMPT
XXX,
I sent you a few suggested days/times and did not hear back...
My apologies if somehow I dropped the ball on this.
I wanted to see if you were still interested in having an introductory
conversation as suggested by Joe.
Kind regards,
Townsend Wardlaw
303.887.3485 (M)
townsendwardlaw@gmail.com
AGENDA SETTING FOR DISCOVERY
Hi Susan,
I will be returning from the East coast early in the morning and will not be able to meet in
person in your office tomorrow.

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Sales Email Templates

We are still planning on calling in so we can discuss changes to the proposal and next
steps with Bill, Tim and yourself. We are keen on working with YOUR COMPANY and
agree it is important to meet in person. TW NOTE: no need to suggest a time. You can
figure out on call tomorrow
In addition to scheduling our onsite, I'd like to make sure we address the following topics
tomorrow:

In general, what are the 2-5 elements YOUR COMPANY are using to define
an appropriate solution (regardless of vendor.) What criteria (metrics,
measures, benchmarks, etc. will you use as a basis for this?
As this is a competitive situation, how is YOUR COMPANY planning to
evaluate the proposals (is there a decision matrix? Do certain elements carry
more weight than others? What are the most important vendor attributes?)
From our conversations to date, what are your primary concerns about
Empaxis? What do you believe makes us a good choice? Note: we are not
trying to 'game' this but want to have an opportunity to clear up any
misconceptions (if they exist) as well as ensure we have not 'sold' you on
anything we cannot 100% deliver.
-What are YOUR COMPANY's process steps between now and final
selection? (when will all vendors have final proposals in? When will your
team be meeting to discuss proposals and make a selection?) It is our practice
to ensure we have a scheduled 'final' meeting to hear your go/no-go decision.

I look forward to talking with you tomorrow at TIME

Kind regards,
MEETING CONFIRMATION TO ATTENDEE
NAME,
It was a pleasure speaking with you today and I will look forward to meeting with you by
phone next DAY, MONTH at Time, TIME ZONE.
The purpose of my conversation is to formally introduce our company as well as
understand more about YOUR COMPANY.
As I mentioned, my company... COMPANY OVERVIEW
You can visit our website at www.WEBSITE.com - as you will note COMPANY
FOCUS.
If anything changes, please do not hesitate to reach out to me directly by return email or
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Sales Email Templates

via my mobile number: PHONE NUMBER.

Kind regards,
MEETING CONFIRMATION TO ASSISTANT
Dear ASSISTANT NAME,
It was a pleasure speaking with you today and I appreciate your assistance in
coordinating a meeting between myself and FIRST NAME/LAST NAME.
Per our conversation, I will plan on calling MR/MS LAST NAME on MEETING DAY
MEETING DATE at MEETING TIME.
The purpose of my conversation is to formally introduce our company as well as
understand more about YOUR COMPANY.
As I mentioned, my company... COMPANY OVERVIEW
You can visit our website at www.WEBSITE.com - as you will note COMPANY
FOCUS.
If anything changes, please do not hesitate to reach out to me directly by return email or
via my mobile number: PHONE NUMBER.
Kind regards,
INTRODUCTION THROUGH ASSISTANT
Dear ASSISTANT NAME,
As I mentioned during our brief conversation, the purpose for reaching out to FIRST
NAME / LAST NAME is to schedule a brief (20 minute) phone conversation to introduce
my company and explore potential opportunities for working with COMPANY NAME.
As I mentioned, my company... COMPANY OVERVIEW
You can visit our website at www.WEBSITE.com - as you will note COMPANY
FOCUS.
I will plan on following up with you TIMEFRAME to coordinate an appropriate time on
our mutual calendars.
Alternately, if you have questions or wish additional clarification, please do not hesitate
to reach out to me directly by return email or via my mobile number: PHONE NUMBER.
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Sales Email Templates

Kind regards,
REFERAL PARTNER INTRO TEMPLATE
Hi {Customer},
This is {Bob} at {Reseller Company Name}. I hope everything is going well with your
company and that {Software Name} is running smoothly.
I am writing to introduce you and Robert Virga, the president of Ei Dynamics.
Ei Dynamics is a partner of ours who has a great product that bolts onto {Software
Name} and may be able to help your company further automate business processes,
decrease paper flow and reduce compliance risk far beyond what you are able to do
currently from within {Software Name} itself.
I hope the two of you will use the occasion of this email to get connected.
Robert is CCd on this email or can be reached at xxx-xxxxx. {Customer} can be
reached at (xxx) xxx-xxxx
Kind regards,
WEBINAR FOLLOW UP
Hi {prospect},
I hope the webinar last week with {partner company} to learn about ABC Dynamics was
worth your while.
I'd like to schedule 10-15 minutes of your time to continue the conversation and explore
some ways in which ABC Dynamics could uniquely add value to your business.
Here are a few days and times that work for my schedule...
Fri May 4 between 8:00-8:30 AM PST (11:00-11:30 AM ET)
Mon May 7 between 7:30-8:30 AM PST (10:30-11:30 AM ET)
Wed May 9 between 7:30-8:30 AM PST (10:30-11:30 AM ET)
If none of these work for you, please suggest an alternative and I will try to juggle my
calendar to accommodate yours.

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Sales Email Templates

Alternately, if you do not see any fit for our software please let me know and Ill make
sure we do not continue to reach out to you.
Regards,
REFERAL PARTNER INTRO TEMPLATE
Dear Mark:
The purpose of this letter is to introduce you to Townsend Wardlaw. I have copied
Townsend Wardlaw and he will contact you to schedule time to speak with you.
As we discussed, Townsend has created a sales process for my company, as well as for
small businesses and advisors we have worked with. Specifically, this has included a
defined prospecting plan, referral plan, and pipeline assessment process.
Townsend Wardlaws contact information is
(303) 887-3485
townsendwardlaw@gmail.com
Townsend, I would like to introduce you to Mark Robertsons. Marks primary objective
is to grow the business by providing adult education, 401k plans and plan giving.
Mark Baggerlys Contact information is:
(251) 990-3456
mark@rockbwm.com
If you need anything else you can reach me by phone at 303-468-2824x13 or by email at
jbilstein@darren.com.
Sincerely,
1ST MEETING FOLLOW UP DATES FOR PAID ONSITE
Jack,
I certainly enjoyed our meeting today. I found your insights about your problems most
refreshing. Many CEOs do not understand that the only way to a solution is through
identifying the problemaccurately.
In terms of next steps, we'll be meeting briefly with you on the 18th to finalize scheduling
and the agenda for my onsite visit.

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As I mentioned, the purpose of this site visit is for me to spend a day in your 'shop'
around the resources, systems, and process in place today. The day will be spent
working to capture a high level blueprint and recommendations.
At the end of the day, we'll sit down and I'll give you my version of: what's working,
what's not, what you should do about it, in what order, the total investment required (time
and money), and where I believe I could add the most value.
For this I'll invoice you $5,000 plus travel expenses. Payment of this invoice is 100% at
your discretion. Assuming the day is valuable and we agree it makes sense for me to
engage on an ongoing basis, we'll define a follow on relationship structure and timeline
(and I'll expect a check.) If you determine sufficient value was not received you can
tear up the invoice, cover my travel expense, and we'll part friends.
Since I typically book these visits 4-6 weeks out, I wanted to provide some potential
dates. Currently, April 30th , May 9th and May 23rd are available. If you know that one of
these works already, please let me know so I can reallocate the others. Also, if none of
these work, let me know what you are thinking and I'll try to move things around on my
end.
Thank you again Jack and I look forward to connecting with you on the 18th.
My best to you,
1ST MEETING FOLLOW UP NO DATES
Matt,
Thank you for lunchit was good to catch up with you and ABC Company.
As I mentioned, the next step would be for me to spend a day in your 'shop' around the
sales resources, systems, and process in place today. The day will be spent working to
capture a high level blueprint (business processes, functional technologies, interdependencies, etc.) and recommendations.
At the end of the day, we'll sit down and I'll give you my version of: what's working,
what's not, what you should do about it, in what order, the total investment required (time
and money), and where I believe I could add value.
For this I'll invoice you $2,500. Payment of this invoice (in whole or part) is 100% at
your discretion. Assuming the day is valuable and we agree it makes sense for me to
engage on an ongoing basis, we'll define a follow on relationship structure and timeline
(and I'll expect a check.) If you determine sufficient value was not received you can
tear up the invoice and we'll part friends.
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Let me know if you'd like me to provide some available dates in April/May.

1ST MEETING FOLLOW UP DATES FOR ONSITE (v2)
Warren,
Great to meet you virtually today exciting times are ahead for ABC Company to say
the least.
In terms of next steps:
As discussed, I need to spend a day in your 'shop' around the resources, systems, and
process in place today. The day will be spent working to capture a high level blueprint
(business processes, functional technologies, inter-dependencies, etc.) and
recommendations.
At the end of the day, we'll sit down and I'll give you my version of: what's working,
what's not, what you should do about it, in what order, the total investment required (time
and money), and where I believe I could add value.
For this I'll invoice you $2,500. Payment of this invoice (in whole or part) is 100% at
your discretion. Assuming the day is valuable and we agree it makes sense for me to
engage on an ongoing basis, we'll define a follow on relationship structure and timeline
(and I'll expect a check.) If you determine sufficient value was not received you can
tear up the invoice and we'll part friends.
--In terms of scheduling, the next available days for me to come onsite would be:

Thursday March 22nd

Thursday April 5th

Thursday April 19
Let me know which of these dates look good on your end and I'll lock in my calendar or
let me know if you have additional questions.
Looking forward to working with you,
1ST MEETING FOLLOW UP DATES FOR ONSITE (v3)
Gentlemen,
Great to meet you both todayexciting times are ahead for Swan Valley Medical to say

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Sales Email Templates

the least.
Based on our conversation, I do believe there is a strong possibility I could play a
valuable role as your 'process and technology architect.'
In terms of next steps:
I need to spend a day in your 'shop' in and around the resources, systems, and process in
place today. I expect our day will be spent working to capture a high level blueprint
(business processes, functional technologies, inter-dependencies, etc.) as well as
roughing-out a road-map/timeline for deploying the processes & technologies Swan
Valley will need over the next 12-24 months.
Naturally, a single day will not be nearly enough time for a thorough architecture and
project plan but it will get us started and, more importantly, help us determine if I am the
appropriate resource to assist you with this initiative.
Once we finalize the scheduling for this onsite, I'll invoice you $1,000. At the end of the
day you can decide to hand me a check OR - if you determine sufficient value was not
received - simply tear up the invoice and we'll part friends. Assuming the day is valuable
and we agree it make sense for me to engage on I'll propose a follow on relationship
structure and timeline.
In case you are curious, all my regular client work is done on a month-to-month advisory
services basis this means I bill a fixed-monthly retainer based on the anticipated level
of effort (monthly time allocation and project duration.) While I am happy to sign an
NDA or other IP-related waiver, my services agreement is always a handshake.
In terms of project duration, I have clients who want a project completed in 6 months and
clients who never want me to go away In all cases my intent is to get clients
to their desired future as fast as they are comfortable moving. My philosophy is
simpleI stick around as long as: 1) My continued service is wanted and 2) I continue to
contribute significant value and 2) both myself and my client are enjoying our work
together.
--In terms of scheduling, the next available days for me to come onsite would be:

Thursday February 2nd

Friday February 3rd

Friday February 17th

Let me know which of these dates look good on your end and I'll lock in my calendar.
Looking forward to working with you,

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1ST MEETING FOLLOW UP DATES FOR ONSITE (v4)

Zach,
Great to catch up with you both todayexciting times are ahead for ABC Company to
say the least.
In terms of next steps:
I need to spend a day in your 'shop' around the resources, systems, and process in place
today. The day will be spent working to capture a high level blueprint (business processes,
functional technologies, inter-dependencies, etc.) and recommendations.
At the end of the day, the three of us will sit down and I'll give you my version of: what's
working, what's not, what you should do about it, in what order, the total investment
required (time and money), and where I believe I could add value.
For this I'll invoice you $2,500.
Payment of this invoice (in whole or part) is 100% at your discretion. Assuming the day
is valuable and we agree it makes sense for me to engage on an ongoing basis, we'll
define a follow on relationship structure and timeline (and I'll expect a check.) If you
determine sufficient value was not received you can tear up the invoice and we'll part
friends.
--In terms of scheduling, the next available days for me to come onsite would be:

Thursday March 22nd

Thursday April 5th

Thursday April 19
Let me know which of these dates look good on your end and I'll lock in my calendar.
Looking forward to working with you,

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