Close.io: Sales Email Campaign
Company: Close.io
1. Intro sales email template
Subject: {{lead.display_name}} + {{organization.name}}
Hi {{contact.first_name}},
My name is {{user.first_name}} with {{organization.name}}.
We help law firms store & manage all of their client data securely in the cloud. I wanted to learn how you handle data storage at {{lead.display_name}} and show you what we’re working on.
Are you available for a quick call tomorrow afternoon?
2. The follow-up email
Subject: {{organization.name}} Follow Up
Hi {{contact.first_name}},
Friendly follow up.
I wanted to show you how {{organization.name}} can help you [THAT THING YOUR PRODUCT/SERVICE HELPS YOU WITH]. Do you have a few minutes for a quick call later this week?:
Wed @ 11AM PST
Thur @ 2PM PST
Fri @ 3PM PST
Cheers,
{{user.first_name}}
3. The quick feedback email
Subject: Quick feedback?
Hi {{contact.first_name}},
Hope all is well.
We just launched [X NEW FEATURE]. Here’s more information about it: [LINK TO NEW FEATURE]
Do you think it will help you [THE BENEFIT: SAVE TIME/SAVE MONEY/MAKE MORE MONEY/REDUCE PAIN] with [SPECIFIC THING THAT THEY DO]?
Cheers, {{user.first_name}}
4. Following up with a lost opportunity
Subject: Quick {{organization.name}} update
Hi {{contact.first_name}},
Hope all is well.
Last time we spoke, you didn’t think {{organization.name}} was a good fit because [REASON WHY THEY DIDN’T CLOSE].
The good news is that we now [NEW FEATURE OR SERVICE THAT ADDRESSES THEIR CONCERN]. Based on our past conversations, I think we’re in a better position to [HELP WITH WHATEVER YOUR PRODUCT DOES].
Cheers, {{user.first_name}}
5. Follow up with an opportunity that disappeared on you
Subject: Are we still moving forward?
Hi {{contact.first_name}},
Friendly check in.
Last time we spoke, we said that we were [NEXT STEP IN THE SALES PROCESS]. How can I help move things forward?
Cheers,
{{user.first_name}}
6. The “I just called” email
Subject: Today’s Call
Hi {{contact.first_name}},
I just tried giving you a call.
Do you have a few minutes to catch up later this week?:
Wed @ 11AM PST
Thur @ 2PM PST
Fri @ 3PM PST
Cheers,
{{user.first_name}}
7. The “what else do we need?” email
Subject: What else do we need?
Hi {{contact.first_name}},
Hope all is well.
When we first spoke, you said that we need to:
[OBJECTION A]
[OBJECTION B]
[OBJECTION C]
Do you think we’ve done those things? What else do we need to move forward this week?
Cheers,
{{user.first_name}}
8. Asking for the close
Subject: Let’s get started
Hi {{contact.first_name}},
We’re all set. Here’s what I’ll need from you to get you set up:
Onboarding Item 1
Onboarding Item 2
Onboarding Item 3
Do any of these times work for a set up call? Feel free to include your team:
Wed @ 11AM PST
Thur @ 2PM PST
Fri @ 3PM PST
Cheers,
{{user.first_name}}
