Follow-up email templates
Pick the email that fits, replace the words in brackets with your own, and send it from your own inbox. The table at the end says when to send each one.
After you send a quote or proposal
First follow-up on a quote
Subject: Re: [The subject line of your quote]
Hi [Name],
I wanted to check whether you had a chance to look at the [name of your quote or proposal] I sent on [date]. Happy to answer any questions.
[Your name]
Second follow-up on a quote
Subject: Re: [The subject line of your quote]
Hi [Name],
Just following up on the [name of your quote or proposal] I sent on [date]. If something in it doesn’t work for you, such as the scope or the timing, tell me and we can talk it through.
[Your name]
Last follow-up on a quote
Subject: Re: [The subject line of your quote]
Hi [Name],
I haven’t heard back about the [name of your quote or proposal] I sent on [date], so I’ll assume now isn’t the right time. This is my last note about it.
If you’d like to go ahead later, just reply to this email and I’ll pick it up from there.
Thanks,
[Your name]
After a call or meeting
Recap after a sales call
Subject: Thanks for the call: next steps for [the project]
Hi [Name],
Thanks for your time today. Here’s what I heard:
- [What they need]
- [What matters most to them, such as the date or the budget]
As agreed, I’ll send you [what you said you’d send, such as the quote] by [day]. If I missed anything, just reply and tell me.
[Your name]
Recap after a meeting
Subject: Notes and next steps from our meeting on [day]
Hi [Name],
Thanks for meeting today. Here’s a short summary, so we’re on the same page.
What we agreed:
- [Decision]
- [Decision]
Next steps:
- [Who] will [do what] by [date].
- [Who] will [do what] by [date].
If I got anything wrong, just reply and I’ll fix it.
[Your name]
No reply after a call or meeting
Subject: Re: [The subject line of your recap]
Hi [Name],
Following up on our [call or meeting] on [day] about [what they need]. Is [the next step we talked about] still the right next step for you?
[Your name]
After you send information
Did the information help?
Subject: Any questions about the [information you sent]?
Hi [Name],
I sent you [the information you asked for, such as our price list] on [date]. Did it have what you needed?
If you have any questions, I’m happy to answer them here or on a quick call.
[Your name]
When they’ve gone quiet
They said they’d get back to you
Subject: Re: [The subject line of their last email]
Hi [Name],
When we last spoke, you said you’d [decide by a date, or check with someone]. I wanted to see where things stand with [the project].
If you need more time, that’s fine. Just let me know when to check back.
[Your name]
Is this still a priority?
Subject: Is [the project] still on your list?
Hi [Name],
I don’t want to keep filling your inbox if plans have changed. Is [the project] still a priority for you?
A one-word reply is fine:
Yes: I’ll send the next step.
Later: I’ll check back in [month].
No: I’ll close it on my side.
Thanks,
[Your name]
After an introduction or referral
First email after an introduction
Subject: [Introducer’s name] suggested I get in touch
Hi [Name],
[Introducer’s name] mentioned you’re looking for [what they need] and suggested I get in touch. I [what you do, in one sentence].
Would a short call on [day] be useful? If the timing’s wrong, no problem.
[Your name]
Thank the person who introduced you
Subject: Thank you for the introduction to [Name]
Hi [Introducer’s name],
Thank you for putting me in touch with [Name]. We’ve [what happened, such as set up a call for next week]. I really appreciate you thinking of me.
I’ll let you know how it goes.
[Your name]
After you win the work
Thank you and next steps
Subject: Thank you, [Name]: next steps for [the project]
Hi [Name],
Thank you for choosing us for [the project]. We’re glad to be working with you.
Here’s what happens next:
- [First step, such as the deposit invoice today]
- [Second step, such as a site visit on a date]
- [When the work will be done]
If you have any questions before then, just reply to this email.
[Your name]
When to send each one
| When to send | If there’s no reply | |
|---|---|---|
| First follow-up on a quote | 7 days after the quote | Second follow-up |
| Second follow-up on a quote | 7 days after the first follow-up | Last follow-up |
| Last follow-up on a quote | 7 to 14 days after the second follow-up | Stop and wait for them |
| Recap after a sales call | The same day | The no-reply email, 3 to 5 days later |
| Recap after a meeting | The same day, or the next morning | The no-reply email, 3 to 5 days later |
| No reply after a call or meeting | 3 to 5 days after the recap | “Is this still a priority?” 2 weeks later |
| Did the information help? | 3 to 5 days after you send it | “Is this still a priority?” 2 weeks later |
| They said they’d get back to you | 1 or 2 days after the date they gave | “Is this still a priority?” 2 weeks later |
| Is this still a priority? | 2 to 3 weeks after your last email | Stop, or check back when they said |
| First email after an introduction | Within a day of the introduction | One more email, a week later |
| Thank the person who introduced you | Once you’ve spoken to the person they introduced | None needed |
| Thank you and next steps | The same day they say yes | None needed |