10 Email Templates for the Sales Cycle
Selling is the act of persuading. And, what is the act of persuading? Communication. And, increasingly more often, this communication is in the form of sales emails. Inbound marketing makes your sales cycle email strategy incredibly more effective by using these communications to engage sales leads with valuable information, content, and experiences.
Salespeople are great communicators, especially on the phone and in person. But digital communication can be tricky. And, quite honestly, it can feel a lot like busywork, especially when we spend hours launching email after email to hundreds of leads every week. With 86% of professionals preferring email for business communications (HubSpot), it is critical that your company spend time finessing and optimizing your email game. Suffice it to say, there is a bigger strategy at play if you want to really take your email nurturing and sales strategy to a place where it can be time-effective, as well as cost-effective.
Today, we are diving into some actionable sales email templates that you can use throughout the entire sales cycle. We suggest you personalize and use these messages together as part of a well-planned recruitment communication strategy.
For more insight on email strategy, check out our complete guide here.
Prospecting and Nurturing with Sales Emails
1. Cold Call Follow-up Email Template
Prospecting for leads out of your database is a no-brainer, and there’s no doubt that you or someone at your firm is responsible for cold calling. If you are like most salespeople, cold calling is probably your least favorite thing to do.
We can help make your cold-calling more effective; it’s as simple as an (automated) follow-up email. Every time.
Hi %FIRSTNAME%,
Sorry I missed you earlier – I was calling to check in how your %CATEGORY% searches were coming along.
It’s something we specialize in, and I’d love the chance to discuss %COMPANYNAME%’s challenges and needs.
Shoot me a note back or go ahead and book time on my calendar here: %OWNERCALENDARLINK%
In the meantime, I think you will enjoy our latest white paper on Recruitment Trends for 2020 [ADD LINK TO RELEVANT CONTENT].
Talk to you soon,
%OWNER%
%OWNERPOSITIONTITLE%
%OWNERPHONENUMBER%
%OWNEREMAIL%
2. Engagement Follow-up Email Template:
In addition to cold call follow-up emails, you can get a lot of bang for your buck by tracking client activity and sending automated emails based on their engagement with your website, with emails, or even based on their current CRM score.
Client sales leads who visit your website are already in the consideration phase of the buying process. Help move them through the funnel effectively and easily using automated follow-up and nurturing campaigns triggered off of their visit to your website.
Hello %FIRSTNAME%,
Thank you for your interest in [YOUR COMPANY NAME HERE]!
I noticed you came by our website, and I’d like to offer you some more insight on [TOPIC] – [LINKTOARTICLE].
If you’d like, you can book a time on my calendar here or just let me know a good time for you, so we can discuss [TOPIC] and your company’s unique needs in more detail.
In the meantime, if you have any questions whatsoever, please don’t hesitate to reach out to me.
Talk soon!
%OWNER%
%OWNERPOSITIONTITLE%
%OWNEREMAIL%
%OWNERPHONENUMBER%
3. Data Promotion Email Template:
The following nurturing email templates are a great way to promote your content and engage your client contacts with automated client marketing and email campaigns. Customize your client marketing emails into segments, delivering relevant and interesting content to your client contacts.
Hi %FIRSTNAME%,
Thanks for opening up… I thought you might be interested in some benchmark staffing numbers we can provide from our proprietary database (servicing companies like yours across the country.)
I’m sure you’d like to see how your staffing metrics compare, and maybe we can find some low-hanging fruit to bump them up a few notches.
Just let me know when you have a few minutes to check it out, or go ahead and schedule a time with me here.
Talk soon!
%OWNER%
%OWNERPOSITIONTITLE%
%OWNEREMAIL%
%OWNERPHONENUMBER%
4. Content Promotion Email Template:
Hi %FIRSTNAME%,
In researching %COMPANYNAME%, I noticed you are looking to hire several %CATEGORY% professionals this year.
I thought you might enjoy our recent blog article which covers [ENTER RELEVANT BLOG TITLE] [ADD LINK TO BLOG ARTICLE ON YOUR WEBSITE]. It offers great insight for recruiting the right candidate for your organization and community.
If you are in the mood for reading, we’ve also published some short posts on [ADD BLOG 2 TITLE AND LINK] and [ADD BLOG 3 TITLE AND LINK].
[YOUR COMPANY NAME] has helped [INDUSTRY] teams like yours hire top talent and grow rapidly for the past [NUMBER] years. We help bring on the right contractors quickly and without the overhead of a full-time employee. Companies like [X], [Y], and [Z] have used our services to decrease the cost (and time) of finding the best talent.
If you’d like to chat about the recruitment and hiring trends we are seeing, or discuss your specific needs, book a time on my calendar here or let me know a good time for you.
Have a great day,
%OWNERFIRSTNAME%
5. Incentive Promotion Email Template:
Use the following email template to utilize a special incentive or promotion when prospecting for clients.
Hi %FIRSTNAME%,
At [YOUR COMPANY NAME], we’re confident that we can outperform your current staffing provider. Would you be open to working together on a trial basis, with no obligation, if we were to offer you [discount/freebies/perks]?
Let’s talk soon – in fact, you can schedule a call with me here to get the ball rolling.
Sincerely,
%OWNER%
%OWNERPOSITIONTITLE%
%OWNERPHONENUMBER%
%OWNEREMAIL%
6. Testimonial Promotion Email Template:
Got a great quote or client story to share? These emails can really help take a client lead from consideration to sold with the right positioning and the right timing.
Hi %FIRSTNAME%,
I just wanted to follow up from last week to see if I could get on your calendar for a short call.
I also wanted to bring a specific quote from one of our clients to your attention. We believe it is a great example of how our process provides better results than traditional staffing:
[ENTER TESTIMONIAL QUOTE]
Please let me know when would be a good time for a quick phone call this week or next. I hope to have the opportunity to speak with you soon.
Sincerely,
%OWNER%
%OWNERPOSITIONTITLE%
%OWNERPHONENUMBER%
%OWNEREMAIL%
Scheduling a Sales Meeting
7. Meeting Confirmation Email Template:
Create a better client experience and help prevent interview fall-off by implementing an automated interview confirmation email (and text) workflow.
Hi %FIRSTNAME%!
Thank you for your time chatting this week, and your interest in [ENTER YOUR COMPANY NAME].
I can’t wait to meet with you on %APPOINTMENTDATE% and learn more about %COMPANYNAME%’s unique needs and challenges.
I’ll reach out to you a couple days before then to touch base, but if you have any questions whatsoever in the meantime, please don’t hesitate to reach out.
Talk soon,
%OWNERFIRSTNAME%
%OWNER%
%OWNERPOSITIONTITLE%
%OWNERPHONENUMBER%
%OWNEREMAIL%
8. Meeting Reminder Email Template:
Hi %FIRSTNAME%,
I hope you’ve been doing well! I’m just sending you a quick note to touch base on our meeting on %APPOINTMENTDATE%.
I’m looking forward to chatting with you more about %COMPANYNAME% and what challenges you are facing right now.
Let me know if you have any questions/needs in the meantime, otherwise, I’ll see you then.
Sincerely,
%OWNER%
%OWNERPOSITIONTITLE%
%OWNERPHONENUMBER%
%OWNEREMAIL%
9. Meeting Follow-up Email Template:
Hi %FIRSTNAME%,
It was great meeting with you yesterday!
I am pulling together some follow-up materials as we discussed, and I’ll send those over to you in the next day or two.
In the meantime, here is a link to that [TOPIC] whitepaper I was telling you about: [ADD LINK TO RELEVANT WHITEPAPER]
Talk to you soon,
%OWNER%
%OWNERPOSITIONTITLE%
%OWNEREMAIL%
%OWNERPHONENUMBER%
NPS Survey Requests to Clients
10. Post-Hire Survey Request Email Template:
Always Be Closing (and Improving) with automatically generated post-hire feedback surveys for clients. Use these to not only gain insight into the client experience, but also to trigger timely content and requests for new orders.
Remember, surveys do best when they are short and simple. You can always build out your data through a series of quick survey emails that hit the candidate’s inbox at just the right time.
Hello %FIRSTNAME%,
I wanted to connect quickly today to touch base and see how things are going with [ENTER YOUR COMPANY’S NAME] from your perspective.
If you could take a minute or two to send us your feedback via this survey here, I’d really appreciate it.
We are thrilled for the partnership and want to make sure that you are happy with our progress every step of the way.
Please feel free to reply back to me or schedule time for us to chat here.
I look forward to touching base with you soon.
Sincerely,
%OWNER%
%OWNERPOSITIONTITLE%
%OWNERPHONENUMBER%
%OWNEREMAIL%
Final Thoughts
These email templates and communication workflows don’t just engage client prospects. In our opinion, they are critical to effectively gaining partnership with prospects. You can expect better engagement scores (and closing ratios) from clients that are actively being nurtured vs. those that are not.
Additionally, nurturing sales prospects with valuable content enables salespeople to focus on more engaged and ready-to-buy leads while not-ready-to-buy prospects are automatically engaged with.
Email is still a preferred means of communication, and with Automation by Bullhorn, this can all be automated, so your sales team can lose the busywork and focus on doing what humans do best: connecting.