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)