5 Email Templates and Tips to Strengthen Your Follow-up Game

5 Email Templates and Tips to Strengthen Your Follow-up Game



Finding leads but not customers? This post is going to cover the following points on what you can do to turn this around:
  • Why should you send follow-up emails?
  • Mistakes to avoid while sending follow-up emails
                     - Without value
                      - Too long
                    - No call-to-action
  • Follow-up email scenario templates and tips
                  - Scenario: 1 Following up with a prospect who signed up for a product/ newsletter
                  - Scenario: 2 Following up to convert a prospect from freemium to premium
                  - Scenario: 3  Following up with a prospect who didn't respond to the previous email
                  - Scenario: 4  Following up with referrals
                  - Scenario: 5  Last follow-up email (breakup email)

Why should you send follow-up emails?

98% of the marketers never send follow-up emails after their initial email conversation. Follow-up mailers are sequential emails in response to your prospects action, say arranging a meeting, closing a sale, or for getting more information for converting a lead to customer.  A study conducted by Iko systems states that following up with your audience creates 1.5 times of increased response rate over the initial email. 

Mistakes to avoid while sending follow-up emails

Follow-up emails don't make a difference if 
      - it doesn't add any value
      - it is not to the point
      - it has no call to action (CTA)
 
Now let's analyze each metric briefly and see how it impacts your open rate.


Serves no value

Would you respond to an email that directs you to a product signup without first being of any value? No! And this applies to your audience as well. Ensure your initial conversation isn't pushy and talks plain value. In the follow-up email, suggest additional relevant information to provoke and intrigue your audience. 


Too long 


 More often than not, customers get dumped with too much information which sounds pushy  or makes it clear that  you are here to sell. After sending a welcome email, it's best to look at what the user needs, understand this and work towards it. For example, a new user might need a helpful webinar/tutorial to get started rather than repeated calls on other services, when they  haven't implemented the ones they have already! Don't repeat what you do and what your core values are in the follow-up email. If you want to reiterate, link to the previous email you sent. Short, concise, and to the point emails will increase your overall response rate. 






Lacking call-to-action


The points discussed above will be ineffective if there is no call-to-action. The action you want them to perform decides the ROI of the follow-up emails. Say, suggesting they attend a webinar, sign up for a newsletter, or upgrade their service, it all boils down to the proper call-to-action present in the email. Directing them to your desired action serves the purpose of your follow-up email.  


Follow-up email scenario templates and tips

We will see some of the frequent scenarios where a marketer needs to send a contextually relevant follow-up email along with some quick tips to help them send more personalised follow-up emails:

Scenario: 1 Following up with a prospect who signed up for a product/newsletter


 


Tips: 
  • Adding stats (charts, graphs, or basically any visually pleasing variant of that easily conveys numbers)to your email content is one of the smart ways to capture your audience's attention. 
  • When a prospect signs-up for the product, instead of explaining the pro-features, give them enough time and resources to explore the product. 

Scernario 2: Following up to convert a prospect from freemium to premium

 


Tips: 
  • Always make sure your the CTA is visible and eye-catching. Here, the upgrade to premium button is prominent with a bold color that stands out. 

Scenario: 3 Following up with a lead who didn't respond to the previous email



Tips:
  • For following up with user for the second time, don't copy-paste the same content that you initially sent. 
  • Be direct and convey what you want from your audience. 
  • Also, take enough time before sending the second email. Don't bombard your prospects with emails expecting immediate responses. Patience and persistence are the keys. 

Scenario: 4 Following up with referrals



Tips: 
  • While drafting the referral mail, ensure that you mention the referral name (the person who referred the contact). It lends credibility to your email and helps the prospect consider your solution. 
  • Also, drop a few titbits of what you do briefly, to provide value. 
  • As mentioned earlier, the CTA should be visible in order for easy navigation. 

Scenario: 5 Last follow-up email (breakup email)



Tips: 
  • When you want to end the follow-up email with a prospect, sending a break-up email can increase the chances of conversion due to loss aversion.
  • Loss aversion influences the receiver and creates an urgency to act upon the email as this will be their final chance.
  • Also, give them the option to express their standpoint.
Pro tip: You can also go about using a personalised break-up subject line which can increase the possibilities of opening the email. They are:
  • Goodbye from XYZ
  • Should I stay or should I go now? 
  • Thank you from XYZ
  • It is time to part
  • We are going to miss you.

Email marketing is one of the best channels to generate a highest ROI. Sending follow-up emails is the first step in lead nurturing that makes an overall difference in your email marketing strategy. Personalized and relevant follow-up emails take you a step ahead in providing credibility and, evokes the user's interest in responding. Creating a compelling follow-up email is hard, but all it takes is the first step -  keep fine-tuning it for better reach, every time. Do check out our previous post on 3 simple strategies to create an effective email marketing campaign. Drop us your thoughts in the comments on how  you follow-up with your clients, and what worked best for you.


    • Sticky Posts

    • 10 simple e-commerce marketing tips to boost sales

      Congratulations! You've finally set up that e-commerce store you've been thinking about for a long time. Hopefully it wasn't too difficult. Even if it was, the effort will be totally worth it when you start seeing some orders come through. Now that the store is live, let's take a look at some marketing tips you can apply for sales growth. 1. Avoid cart abandonment If you've ever shopped online, you might have added a product to the cart but then decided not to purchase it. This is known as cart abandonment.
    • Marketing in a post COVID-19 world!

      Consumers across countries are increasingly spending more time on a wide variety of digital activities, right from online grocery shopping, to video conferencing, to tele-medicine. There is a good chance that you performed one or more of the following activities during this lockdown, thanks to COVID 19: Cooked a meal Made a TikTok Video Signed up for a remote learning session Consulted a doctor online (or ordered medicines online) Shopped for groceries online A study by Hunter, a food and beverage
    • Inbound Marketing 101: The Foundational Blocks of Inbound Marketing Strategy

      According to a behaviour survey, 68% of the buyers use sources such as blogs to evaluate the product even before considering it. Before buying a product, we do a lot of research to learn more about the product through communities, blogs, social media,
    • How Zylker doubled their webinar registrations!

      Webinars are good educational resources to gather qualified leads for your product. But what if your visitors are dropping off from your webinar landing page without signing up? What more could you do to convert visitors into registrants? This is the
    • The ideology behind why features tell, but benefits sell

      Do you think there's any truth to this? Do features only tell, and benefits sell?  Well, let's see why we should focus on benefits rather than features as the great marketing wizards, David Ogilvy and Steve Jobs proved to be the best examples leveraging
    • Recent Topics

    • Zoho Sales Team - Extremely Slow Response Times

      Hi everyone, Has anyone else experienced unusually slow response times from Zoho’s sales team? I sent an email last night, and it’s been nearly 24 hours with no reply. While I understand delays can happen, this seems longer than expected for a sales inquiry.
    • Yodlee Bank Feeds

      I'm well aware of the many bank feed issues out there that haven't been resolved, but I'm looking for information on Rules in relation to bank feeds. U.S based, Bank of America user and prior to Yodlee all of my banking feeds and Rules worked seamlessly.
    • Unable to create custom function

      Unable to create custom function - Please check the screenshot for the details HERE IS THE FUNCTION!! try { // 1. Fetch the details of the approved Bill using its ID billDetails = zoho.books.getRecordById("Bills", organization.get("organization_id"),
    • Need a feature which can validate PAN from Income Tax Portal

      Hello Zoho, We need a feature which can help us validate PAN which is being entered in AR/AP Profiles to check if it is valid and display the name as per Income Tax so as to get rid of incorrect PAN into the systems. Please do the needful Thanks
    • PAN - Aadhar Link Status

      Can Zohobooks also get latest PAN-Aadhar Linking Status from Income Tax Portal ?
    • Canvas translation

      We want to offer our CRM system to our users in English and Dutch. However, it seems that text in our deal Canvas isn't available for translation through the translation file. The same applies to the field tooltips. They don't appear in the translation
    • Are Cadences visible to anyone with Cadence permission?

      When setting up a new Cadence is it possible to restrict its use to a specific user? How can I prevent users from making modifications to existing Cadences?
    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
    • Show my cost or profit while creating estimate

      Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
    • Issue on Upload API and href image URL

      Here is my Full API Code , URL : URL: https://desk.zoho.com/api/v1/uploads/659563000000193003/content Headers* Authorization: 'Zoho-oauthtoken 1000.ed5ce2836bf5ba9b946f5ec9************88e73ff4883a3e9c58ffeb7870' orgId: 7586***** RESPONSE{ "errorCode":
    • Issue when downloading a Mail Merged Zoho Writer Document as .docx

      Hi, We are using within Zoho CRM mailmerge to create documents. This results in a Zoho Writer document. When we try to download as a Microsoft Docx file we get following error: "Word experienced an error trying to open the file. Try these suggestions.
    • 【Zoho CRM】ケイデンス機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ケイデンス機能のアップデートをご紹介します。 ケイデンス機能の2つの強化されたことで、適用と解除のタイミングをより柔軟に管理できるようになり、 よりタイムリーで的確なコミュニケーションが実現できるようになりました。 目次: 1. ケイデンスの再開/最初からのやり直し 2. ケイデンスからのデータ解除タイミングの設定 1. ケイデンスの再開/最初からのやり直し 手動削除、完了、または適用解除条件が満たされた場合など、以前に適用解除されたデータをケイデンスに再適用できるようになりました。
    • Rescheduled US meetups: Zoho Desk user meetups are coming to seven U.S. cities in October and November, 2025

      Hello to our Zoho Desk users in the United States, We're excited to share the revised dates for the upcoming Zoho User Groups happening across the US this summer. Our product experts are heading to seven cities throughout the country, and for the first
    • Anyone get the OpenAI API to work in Zoho Meeting?

      Has anyone been able to get the OpenAI API to work in generating meeting summaries? I have been trying, but I get an error that says "OpenAI key notes request rate exceeded. Please try again later or upgrade your open AI account." I contacted Zoho support
    • Push Notifications Customization

      There is no way to customize the notifications we get. I would like to be able to get notifications based on if they are assigned directly to me, my team, my department, or perhaps tickets that match a specific criteria (a contact or account is a VIP
    • Announcing Early Access to the next generation of Zoho Desk UI

      Customer service is one of the categories where efficiency and quality of service have to run in parallel, and your team's experience with their helpdesk goes a long way ensuring these aspects are uncompromised. Introducing DOT Design for Zoho Desk -
    • Editing the record in report

      I have a use-case as below- User creates a assessment record by filling some fields. User assigns that record to portal user by using Assigned To dropdown (Assigned To is Users field in form with choices as customers). I have set the record owner of form
    • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

      Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
    • Can we have Bills of Material Module ?

      Can we have Bills of Material Module ?
    • Main Ticket Page Customization

      We do not love the ticket list page (right after clicking Tickets menu item) would like options to customize it.
    • Communicating with emojis

      On July 17, we celebrate World Emoji Day! We're a bit late 😐 sharing insights about this day. But we just couldn't let it pass without a mention 😊 because emojis have a meaningful connection with customer service 💬 🤝. We do not want to miss out on
    • Agent Collision Missing from Mobile App

      Please add Agent Collision capabilities to the mobile app.
    • Zia Sentiment and Functionality on Mobile

      Please add Zia sentiment and generative responses to the mobile app. It would be nice to see the ticket sentiment and generate a response back to a user using Zia on my iPhone
    • View Account Attachments on iOS

      Please allow us to view account attachments on the mobile iOS app!
    • How do I run a PnL by Sales Person?

      I am trying to run a PnL by sales person but am not seeing the option do so. All I need to know (per salesperson) is revenue, cost of goods, gross profit.
    • View Contracts and Support Plans on Mobile

      We would like to be able to see contracts and support plans from the mobile app on iOS!
    • Why is Zoho Meeting quality so poor?

      I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
    • App like Miro

      Hi all, is there a way to have a interactive whiteboard like in Miro? We want to visualize our processes and workflows in an easy way.
    • Loan repayment Entry

      While receiving loan, i does following steps in My Zoho books. 1. Create "Loan & Advance " Account as Parent Account under Long Term Liabilities. 2. Create another account For Example "Mr. ABC's Loan as Child account under the parent account. Now: In
    • Quotes module send email reverted back into 2022??

      Our Zoho CRM PLUS quotes, sales orders, invoice modules is showing us an email composer from 2022. We cannot send emails and its been a real pain. I tried clicking the new version over there but it doesnt seem to do anything. Any help is welcome. th
    • Workflow Condition - how do check that a date / time value is in the past?

      Hello, I'm got a workflow that runs a function when records reach their 'Effective Date / Time', but sometimes records are created after the 'Effective Date / Time' so I have another workflow that checks for records which needs to be processed immediately.
    • Pre filling SignForm field values by URL field alias's in Zoho Sign

      Hi, Does anyone know if it's possible to pre fill the field values of the SignForm by using field alias's like you can in Zoho forms? To be more specific, I want to be able to change the SignForm URL to include some information like this: Before : https://sign.zoho.eu/signform?form_link=234b4d535f495623920c288fc8538cb9e6db03bbfd44499b63f3e5c48daf78f44bc47f333e2f5072cc1ee74b7332fe18b25c93fab10cb6243278d49c67eacbf30bbe5b6e1cc8c6b2#/
    • How to Split Payout in Zoho Books (Without Using Journal?)

      Hi, I'm trying to properly record payouts in Zoho Books. The issue is that each payout is a combination of sales and expenses (fees). When I try to categorise the payout transaction from the Banking tab, I can only split the transaction using income-type
    • Payment Schedule

      Please add the ability to create a payment schedule. The other options, like retainer invoices or two invoices, do not work for the customer.  We invoice a client and need to be able to show them everything they owe in one invoice, and when each payment
    • Which pricing system do you think would work best for us?

      Imagine we’re selling strictly wholesale. We’d rather not publish unit prices; instead, we quote customers case-by-case. To spur larger orders, we’re considering a transparent discount ladder—say: $0 – $999: 0 % $1,000 – $1,999: 5 % $2,000 – $4,999: 10
    • Can't Remove Payment Gateway

      I am getting the error "Settings cannot be cleared as some of the transactions are still in progress." when trying to remove the PayGate payment gateway which I was unable to get working. I am now using paystack and I want to remove Paygate.
    • Sync specific Zoho Inventory Warehouses to Zoho Commerce

      As said in the title, we would want to only sync stock from one warehouse of Zoho Inventory to the Zoho Commerce item stock. We have a 2 warehouses in different countries and the way that Zoho Commerce works (It takes stock from ALL WAREHOUSES EVERYWHERE
    • Weekly Tips : Automatically clean clutter with Junk cleanup interval

      If you regularly receive many unwanted or spam emails, your Spam folder can quickly fill up and start taking up valuable storage space in your Zoho Mail account. Instead of manually clearing it every few days, you might find it helpful to enable automatic
    • Any solution for getting portal users list in deluge or in widget

      Hi Team, Has anyone able to find the solution to get portal users list in deluge or in zoho creator widgets? Thanks, Payal
    • The Grid is here!

      Hey Zoho Forms Community! 👋 We’re thrilled to announce the launch of a feature that’s been on your wishlist for a while: Grids What is Grids? Grids let you place form fields side by side in multiple columns to create a more concise and organized form
    • Next Page