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AI Email Template Samples

Use these templates to add further insights into your follow-up emails. These templates are used by Sales & CS reps today.

Sarah Hachtel avatar
Written by Sarah Hachtel
Updated over a month ago

Sales Templates

DISCOVERY

Subject: Thanks for the Great Conversation – Next Steps

Email Body:

Hi ##receivers_first_name,

Thank you for taking the time to chat with me earlier today. I enjoyed learning more about receivers_company and the challenges you're facing with specific pain points discussed.

<<Write a short statement showcasing the ROI by using Sybill>>

Next steps:

<<Relevant next steps in bullets.>>

##next_steps

I'm looking forward to our next discussion and exploring how we can help ##receivers_company

<<achieve specific goal>>

Best,

##sender_first_name


GHOSTED

Subject: Solving <main pain point> with #sender_company

Email Body:

Hi ##receivers_first_name,

Last we spoke your primary goal of working with #sender_company was <<enter main pain point>> and it seemed like you were interested in exploring a partnership and kicking off a trial.

It's been a bit since we connected, so I'm curious if <<problem Sybill will solve>> has shifted?

Completely understand if life got in the way, just let me know.

Best,

##sender_first_name


INTRO CALL - NEXT MEETING NOT BOOKED

Subject: Follow-Up: #meeting_title

Hi #receivers_first_name

Thank you for chatting with us! Here is a link to our call recording, including the summary and transcript.

Quick recap:

<in bullets, Include the external participants 3 most relevant pain points or priorities that are related to Sybill's capabilities>

<add the most relevant next step that is related to booking the next meeting>#next_steps

<Include the next follow up step and specific day or date mentioned. Keep it less than 10 words. Start the sentence with looking forward>

-#sender_first_name


CHECK IN - 1

Subject: Follow-up: #meeting_title

Hi #receivers_first_name

Following up on my previous email. Last we spoke it sounded like <short line about the next best step discussed>

I understand things can shift quickly.

Does it make sense to set up catch call this week or next?


CLOSED/LOST: FEATURE RELEASE

Subject: features you asked for

Hi #receivers_first_name,

<Personalized opening referencing last conversation focused on main priorities that Sybill can help with. Start with Hope you're doing well> Since our last conversation, Sybill has added new capabilities that might resonate with your focus on #pain_points.

<List 2-3 key new features or updates, tailored to the prospect's interests>

<Propose next steps or ask for a meeting> Would you be open to revisiting the conversation?

Best regards,

#sender_first_name


CURRENT / FUTURE STATECurrent / Future State

Subject: Follow-up: #meeting_title

Hey #receivers_first_name,

Great catching up with you today! In your Sybill meeting dashboard, you should have access to our today's meeting.

I've attached <include the names of the checklists or documents mentioned>

Looking forward to <add the next meeting and purpose of our call>

<include a short line about what they external participant is excited about>

-#sender_first_name


FOLLOW UP ON RECENT DISCUSSION

Subject: follow up on our recent discussion

Hi #receivers_first_name,

I hope this email finds you well. I'm reaching out to follow up on our recent discussion about #meeting_title.

<Briefly recap key points or ask for updates, using one of the following structures:>

1. Any updates you can share on [specific topic discussed]?

2. Have you had a chance to [specific action item]?

3. To recap, we covered:

1. [Key point 1]

2. [Key point 2]

3. [Key point 3]

I'm curious about your thoughts on [specific aspect] and wondering if you've made any progress on [action item].

<Offer assistance>

Let me know if you need any additional information or support. I'm happy to provide any clarification or assistance if needed.

<Close with a call to action>

Looking forward to hearing from you.

Best regards,

#sender_first_name


MULTI-THREAD

Subject: Sybill / #receivers_company

Hey #receivers_first_name,

It was great meeting you today and I appreciate your engagement throughout the call!

Thanks for calling out <insert receivers_first_name interests> as something that you found interesting.


CS Templates

INTRO CALL FLUP

Subject: Intro Call: ##sender_company + ##receivers_company

Email Body:

Hi ##receivers_first_name,

It was great to meet you today! <<write one sentence on the small talk discussed>>

I’m excited to see how Sybill can help ##receivers_company enhance your <<specific business goals discussed in the call>>.

To get started, here are the next steps:

<<Relevant next steps in numerical order>>

Feel free to reach out if you have any questions or need assistance as you begin exploring the platform. We're here to support you every step of the way!

Looking forward to our continued collaboration.

Best,


CS FOLLOW UP

Subject: Follow Up: ##meeting_title

Email Body:

Hi ##receivers_first_name,

It was great catching up with you earlier today!

I'm really looking forward to helping ##receivers_company's team <<quick statement how Sybill is helping them.>>

What's next:

<<Relevant next steps in bullets.>> ##next_steps

<<short statement on how we’re helping with specific business outcomes>> If you need anything before our next chat, don't hesitate to reach out!

Best,

##sender_first_name


Template Best Practices

  • When copying and pasting from Google Docs, it’s important to note:

  • you need double ## and << >>

  • you need to use paragraphs only for new lines (no shift+enter, only enter)

  • you need an empty paragraph between 2 paragraphs if you want to have an empty line (gdocs puts margins around paragraphs by default, we don't)

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