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

    • Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!

      Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or

    • Using Zoho One to manage two (or more) businesses

      We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

    • Skip order confirmation step in commerce?

      We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer.  Is there a way to skip the manual

    • Free Shipping Coupon - Zoho Commerce

      I love the Zoho platform. Zoho Commerce is no exception; however, I'm struggling with a few common features I cannot find or are missing that I hope someone can help me with. Is there a way to create a coupon code for free shipping?

    • Is there a way to link an item to a liability account?

      I collect customer deposits for certain services and hold them in a liability account. However, Zoho Books doesn't let you create an item and assign it to a liability account so how do I create an invoice with an item that records it as a deposit into

    • Select a balance sheet account when creating an invoice

      Hi, it would be very helpfull to be able to select a balance sheet account when invoicing clients. We bill 30% of the job at signing and we would like to add to deferred revenues.  I have to create a transit revenue account and then tranfer to the right

    • How to work out commission in zoho commerce based on coupons

      HI There Is there any way to produce report based on coupon name in zoho commerce We need to pay commission to various channels who are helping us to increase the online sales so we have number dedicated coupons assigned to the above mentioned channels

    • Request for Subform Styling Feature in Zoho CRM Canvas

      Dear Zoho CRM Team, We have observed that in the Zoho CRM Canvas view, it is currently not possible to set presets or manage the styles of subform fields. Additionally, the ability to edit subform data directly within the Canvas view appears to be limited

    • How to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error

      Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. These

    • Zoho Books - Sales Person Contact Details on Quotes

      Hi Zoho Books Team, I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales. When I tell them that it is not possible they are always surprised and say something

    • Related products category instead recommended products.

      Hi there, It is possible to show related products of the same category (as it works in the rest of the ecommerce) instead of showing recommended products.

    • Uploading PDF files

      How do I upload a PDF file to my ZOHO site?

    • How to send invoices to 2 emails?

      Hi! We are sending invoices to the "Customer email" field that is defined Zoho Books and is obtained/synced from a custom email field in Zoho CRM. But in some clientes, the invoices have to be sent to 2 emails and we are wondering how this could be accomplished.

    • It returns 1 record

      Var1= Tools_Request[Liability_Receipt == input.Liability_No]; for each rec in Var1.Tool_Request_Description { Var2= (ET_Inventory[SKU == rec.Tools_SKU].SKU).getAll(); } info call for Var2 It only fetch 1 record On record file

    • Narrative 5: The essential role of SLAs

      Behind the scenes of a successful ticketing system - BTS Series Narrative 5: The essential role of SLAs Every organization that interacts with customers establishes a timeframe within which agents should respond to queries as part of a service level agreement

    • Nextdoor Integration

      Does Zoho social work with Nextdoor? www.nextdoor.com? Are there any plans for an integration?

    • My email sending has beed blocked due to high bounce rate. NEED HELP

      User ID: 886739811 Dear Zoho Team, I hope this message finds you well. My account (User ID: 886739811) was blocked from sending emails last week due to an unusually high bounce rate. This spike was caused by a bot attack on our platform, which led to

    • Can Zoho CRM Emails be used in Zoho Analytics in any capacity?

      We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just

    • IF Statement in Zoho CRM Formula Field

      Hi, I am attempting to write a formula field that will give me one result if one statement AND another statement are true, then a different value if the first statement AND a different statement are true, else 0. Stated differently: if account = destination

    • Scheduled Maintenances

      Hi, Why is adding scheduled maintenance so arduous. It should be a simple process and take very little time for basically a recurring job. Creating 3 records with similar data seems crazy to me. Is there a easy way to do this? I have to create hundreds

    • Subform Fields for Form Rules & Subform Fields as a Condition with Form Fields as the Action

      Hi, The Subform in Field Rules is great, but it is missing completley from Form Rules and it lacks being able to have Subform Fields in the Condition while having Form Fields in the Action, it works the other way around. Thanks Dan

    • Power of Automation :: Implementing Deadline-Based Task Scoring with Custom Fields

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

    • Zoho Forms - Subform Integration with Zoho CRM?

      I created a form in Zoho Forms that includes a sub-form for information that I want to integrate with the CONTACTS module. I am unable to find a way integrate/map the fields in the sub-form with the Contacts module in Zoho CRM. Is there a way to do this

    • Filter by user in Pivot Chart

      I have a Pivot chart where the data should be filtered by user. The user enters the system and should see only the data that correspond to it. Can anyone help me?

    • Is ZeptoMail Still Supported? No Response to API Query in Over a Week

      Is ZeptoMail Still Supported? No Response to API Query in Over a Week I’m posting here to express my growing frustration and concern over the lack of professionalism I’ve experienced with Zoho's ZeptoMail support. On July 21st, I received a response asking

    • Add ID to the recycling bin page

      Feature request to add the ID to the recycling bin page. This would be helpful for reference when trying to recover things. This is the long zoho ID for each item. - ticket ID - contact ID - account ID - etc.

    • Remove System Defined Ticket Layout

      Hi ZohoDesk, I have created a new Ticket Layout and made it the default and I want to remove the original default one so there is only one to choose from. It won't allow me to do this, or go into the options and take the tick out of the show in Help Center.

    • ZOHOLICS Japan 2025 開催のお知らせ

      ユーザーの皆さま こんにちは、Zoho コミュニティチームの中野です。 年に一度の自社最大イベント、「ZOHOLICS Japan 2025」（ゾーホリクス）の開催が決定しましたので、こちらでお知らせします。 今年の開催回は、特別ゲストやZoho のエキスパートが、 最新のDX事情や皆さまのビジネスプロセス改善、業績アップのヒントとなる情報をお届けします。 Zoho コミュニティからは、Zoho Championの西尾さん（@西尾　真言）、 コミュニティアンバサダープログラム（ZCAP）メンバーの箕輪さんにご登壇いただき、

    • Unable to connect Zoho Learn to other Zoho Tools

      Hello Zoho, Can you work on Zoho Learn. I am unable to connect it with other Zoho tools like Zoho people or even Zoho SalesiQ. This is needed, especially if I am connect Ai to my systems. Please work on connecting your applications better, especially

    • Chatbot for Urdu language

      Hello, I have successfully set up Zoho Desk and integrated it with Moodle using ASAP. I am now looking for a chatbot that supports the Urdu language to enhance student support. My goal is to enable the chatbot within ASAP so that students can ask questions,

    • Multi Level Hierarchical Query

      Hi guys I have a situation where i am trying to extract the descendants of a particular entry. So long story short, i have the Account table with Agency (A) id = 1, and that has child Agency (B) id = 2. This child agency (B) has a child agency (C) id

    • AI-Powered Grouping and Tagging of Related Issues and Tasks in Zoho Projects

      Dear Zoho Projects Team, Greetings, We would like to suggest a feature that would greatly enhance how we manage feature requests and bug reports submitted through the Zoho Desk to Zoho Projects integration. Use Case: Our support agents handle customer

    • How to change side bar from dark mode to light mode?

      The side bar on the left side in workdrive doesn't appear to have a way to fix it from dark mode - is there a way to? I can't read in dark mode without excessive headaches, and I would really like to be able to see while I have workdrive open, as workdrive

    • How to see history on Bulk send of Customer Statements

      Hi, We bulk send statements to customers every month via Books - every month we have customers emailing requesting a statement. Currently I have no visibility on if a customer was sent the statement or not and if our process is being followed or overlooked

    • Guided Conversations - Ticket Creation

      Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the

    • How to add buttons elements in the Header

      I am trying to add CTA (Call to Action) buttons in the right side of the main navigation menu. This is a common practice for sites but I can't seem to figure this out for Zoho Sites. Is there a custom workflow that could be shared with me? 

    • Automatic back up - Zoho Recruit, books, people,crm, analytics

      Hello, Has anyone found a good way of automatically backing up Zoho (CRM, expense, recruit, people, books, analytics).? I have found with tool that does, but it doesn't include recruit or analytics It's a bit annoying and time consuming having to go to

    • delete departments on zoho desk

      I created test departments on zoho desk. how can i delete them now?

    • Validation, checking if a file has been attached to the ticket

      A very useful option would be to allow checking, under specific conditions, whether the user has attached a file to the application, e.g., a bug report. Some applications require files to be attached, and the system could enforce this after the system

    • AI & Zoho Recruit

      Hello, I guess we all are using AI in our personal and professional lives. Now, let's imagine. Recruitment is just a succession of stages and steps. For which step would you like to see AI implemented into Zoho Recruit ? I'll start : - Automatic translation

    • Next Page