CRM Follow-Up Email

This document template serves as a standardized follow-up email format for sales representatives to engage with prospects using a CRM platform. Use this as part of your automated sales sequences or manual follow-up efforts.

Purpose

The follow-up email aims to rekindle communication with the prospect, address potential objections, and move the conversation toward a sales closure.

Email Content

Subject Line: {subjectLine}

Greeting:

Hello {firstName},

Body Intro:

I wanted to follow up regarding our previous conversation about {productOrService}. We believe it could really help you achieve {clientGoal}.

{#hasRecentInteraction}

It was great connecting with you on {recentInteractionDate}. I appreciate your insights on {discussionTopic} and wanted to circle back with a few next steps we could consider.

{/hasRecentInteraction}

{^hasRecentInteraction}

I know your time is valuable, so I wanted to quickly check if you had a chance to review the information I sent earlier.

{/hasRecentInteraction}

Key Benefits

{#benefits}

• {title}: {description}

{/benefits}

Next Steps

To move forward, we could consider one of the following options:

{#nextSteps}

1. {option}

{/nextSteps}

Please let me know which option works best for you, or if you'd prefer another path.

{#hasResources}

Helpful Resources

Here are some materials that might help:

• {&link1}
• {&link2}
2

{/hasResources}

Closing:

Looking forward to hearing from you.

Best regards,

{senderName}
{senderTitle}
{senderCompany}
{senderEmail} | {senderPhone}