Free templates for reps, founders and solo sellers
Seven introduction emails for the first message to a new prospect, a warm introduction through a friend, a handover to a colleague and a new role. Each has a subject line, a few short lines, one ask and the day to follow up. Copy one or download them all for Word. Free, no sign-up.
An introduction email has one job: give someone a reason to reply to a person they've never met. The ones that get answered say who you are in a line, why you're writing to this person now, and ask for one small thing. The ones that don't read like a brochure. Each template here stays under 100 words and comes with the day to follow up, because a quiet inbox usually means busy, and busy people answer the second email.
Before you send: one reason for writing now, one ask, and the follow-up date in your calendar
Subject: [Their company] and [the problem you help with]
Body: "Hi [name], I'm [your name], and I help [who] with [problem]. I'm writing because [the reason: their news, a new hire, a customer who mentioned them]. Would a 15-minute call next week be useful?"
Follow up on: [3 working days later] "Hi [name], floating this back up. Is Tuesday or Thursday better for a quick call?"
Subject: Could you introduce me to [name]?
Body: "Hi [friend], I saw you know [name] at [company]. I'd like to talk to them about [problem], because [one line on why it matters to them]. Would you be comfortable introducing us? There's a short note below you can forward, so it takes you a minute."
The note to forward: "[Your name] helps [who] with [problem], and worked with [a similar company] on [result]. Happy to connect you if it's useful."
Follow up on: [5 working days later] "Hi [friend], no pressure on this. If it's not a fit, just say so."
Subject: Re: [the introduction]
Body: "Thanks, [friend] (moving you to bcc). Hi [name], good to meet you. [Friend] mentioned [what they're working on]. Could we find 20 minutes next week? I'm free [two times]."
Follow up on: [2 working days later] "Hi [name], do either of those times work, or is there a better day?"
Subject: Introduction: [name A] and [name B]
Body: "Hi [A] and [B], as promised. [A] runs [what they do] and is looking at [problem]. [B] [what they do, and why they're the right person]. I'll let you two take it from here."
Follow up on: [1 week later] "Hi [A], did you and [B] manage to talk?"
Subject: Introducing [colleague], your new contact at [company]
Body: "Hi [customer], from [date] I'm moving to [new role], and [colleague] will look after your account. [Colleague] already knows [one detail about the account] and will call you on [day] to say hello. Thank you for [something specific]."
Follow up on: [the day after that call] "Hi [customer], did [colleague] reach you? Anything they should know from me?"
Subject: Your new contact at [company]
Body: "Hi [name], I've just started as [role] at [company] and I'll be looking after [your account]. I'd like to hear what's working and what isn't. Could I call you for 15 minutes on [day]?"
Follow up on: [4 working days later] "Hi [name], I'm calling my accounts this week. Is [day] or [day] better?"
Subject: Good to meet you at [event]
Body: "Hi [name], good to meet you at [event]. You mentioned [the thing they said]. Here's the [article, example or contact] I promised. Would a call next week help?"
Follow up on: [4 working days later] "Hi [name], checking the [thing] reached you. Happy to talk it through."
Sent today: __ Follow-ups due today: __ Replies: __
Writing to someone with no introduction at all? Use the cold email templates
Who you are, why now, what you've done, and one ask.
Make it easy for your friend to say yes, and just as easy to say no.
Short, in the same thread, on the day you said you would.
The templates are free. ActivityTracker, the app we make, is paid. It doesn't send email. It keeps the follow-ups you promised from slipping.
The templates are free to use. The app is paid and keeps every follow-up you promised on today's list.