Sales follow-up email templates

Most deals are won in the follow-up. These templates keep yours fast and consistent, and a text expander drops them into Gmail, Outlook, HubSpot or Salesforce in seconds.

;fu1 — follow-up #1 (2 days later)

Hi {Prospect first name}, bumping this to the top of your inbox — would {date:dddd +2bd} or {date:dddd +3bd} work for a quick call?

;recap — meeting recap

Thanks for your time today, {Prospect first name}!

Recap:
• {text:Point 1}
• {text:Point 2}

Next step: {text:Next step} by {date:MMM D +1w}.
{optional:Attachment}I’ve attached the deck we went through.{/optional}

;quote — quote sent

As promised, here is the quote for {text:Product}: {text:Price}. It’s valid until {date:MMM D, YYYY +30d}.

;value — value-add follow-up

Hi {Prospect first name}, thought this might be useful given what you said about {text:Pain point}: {clipboard}

;breakup — break-up email

Hi {Prospect first name}, I haven’t heard back so I’ll assume the timing isn’t right. If {text:Topic} becomes a priority, just reply and I’ll pick it up from here.

A simple cadence

The {clipboard} placeholder pastes the article or case study link you just copied.

FAQ

Does it work in HubSpot and Salesforce email editors?

Yes, PhraseBolt works in their web email composers and note fields, including Salesforce Lightning editors.

Add PhraseBolt to Chrome — freeNo account · 25 snippets free · 7-day Pro trial, no card