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

      • Multiselect lookup in subform

        It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??

      • Tasks as calendar events? What about a way to verify a meeting actually happened?

        I'm not sure how to best ask this, but i'm looking to add some guard-rails into zoho for the end-user. However for guardrails to be effective they can't really add extra steps for the end-user. i.e. every step that's added for the user, is another place

      • Attachments should sync between Zoho Finance in CRM and Zoho Books

        It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the same

      • Introducing a new home page view and UI enhancements for Dashboards

        Hello everyone,  In CRM, the home pages provide a quick view of the various happenings in a business with the help of dashboards. The home pages also help to organize one's and the team's day's work. There are three views in the home tab: Classic User's

      • Call result pop up on call when call ends

        I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

      • Data Template Amending

        Hi, is it possible to remove data templates once you have applied them in Workdrive? Also, once I have added a new field to a data template can I mass update multiple files who have already been allocated that template and amend just that one added

      • Zoho Flow y subformularios de Zoho CRM

        Buenas tardes, En mi empresa vamos a empezar a usar los subformularios de zoho crm pero estos los voy a tener que rellenar con zoho flow ya que va a ser el encargado de rellenar dichos campos del subformulario. El problema es que a la hora de intentar

      • Recurring Invoices

        We are looking at moving our invoices to ZOHO Billing, I have started the trial period and like that I can et up for four different companies. The one feature we need which is mentioned in the documentation is Recurring Invoices so we can send our Rent

      • Implement Meeting Polls in Zoho Bookings

        Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability

      • Zoho Projects App update: Arabic and Hebrew language support

        Hello everyone! In the latest version(v3.10) of the Zoho Projects iOS app update, we have brought in support to access the app in RTL(Right to Left) languages (Arabic and Hebrew). Note: RTL is yet to be supported on the Calendar and Gantt charts modules

      • I want to cancel @mention group in the notes in Zoho CRM

        Hi Everybody, I want to prevent people from mentioning a specific group in notes in Zoho CRM. We have one group called Team Sales, and although we've asked users not to mention groups, they still mention the group name. My workaround is to change the

      • Kaizen #193: Creating different fields in Zoho CRM through API

        🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

      • How to install node packages in Zoho Creator cloud functions

        I wanted to create some functions which requires node packages like axios, fetch, multer etc., How and where can i install the node packages in Zoho creator to use it in Zoho creator Nodejs function.

      • Session "Ask Me Anything" Zoho France - Le 26 Juin 2025 14h à 17h (en Français

        Chers Utilisateurs, Vous cherchez à mieux comprendre Zoho CRM ou Zoho Desk ? Nos experts seront disponibles pour répondre à toutes vos questions lors de notre session Ask Me Anything. Rejoignez-nous ici pour en discuter en ligne. Pendant trois heures,

      • Option to Crop Existing Agent Image in Zoho One Directory

        Hello Zoho Team, We hope you're all doing well. We would like to request a small but useful enhancement to the Zoho One Directory. 🎯 Current Limitation At present, the system allows cropping an agent image only during the initial upload of an agent's

      • Introducing Sub-Accounts in Zoho Books!

        Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other

      • Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)

        ¡Hola Comunidad! ¿Quieres entender mejor Zoho CRM o Zoho Desk? Nuestros expertos estarán disponibles para responder a todas tus preguntas durante nuestra sesión "Ask me anything". Puedes comentar este artículo y durante tres horas, nuestro equipo estará

      • UI Update: We've Reorganized Invoice Settings

        Dear users, We’ve reorganized invoice settings to offer you a streamlined and intuitive experience when managing your subscriptions. Starting from 2 July 2025, subscription-related invoice settings will be accessible from a new page called Billing Preferences

      • Marketer’s Space – Automate Subscription Management for CRM Contacts Using Workflows in Zoho Campaigns

        Hello, marketers! Welcome back to Marketer’s Space. In this week’s post, we’ll look at how to simplify subscription management using Workflows for contacts synced from Zoho CRM in Zoho Campaigns. There are multiple ways to assign topics to your contacts:

      • CRM and Finance Tab - Add Invoice "Subject " Column

        When On a contact in CRM, and you click the Zoho Finace tab, how can I put in the invoice subject line? Or even a custom field for this.  We need to see what that invoice is for, without opening it.   If we have tons of invoices we need a way to quick

      • WhatsApp to shift to per-message billing from July 1, 2025

        Greetings Recruiters, If you’re using WhatsApp to connect with candidates through Zoho Recruit, there’s an important pricing change coming up that you’ll want to plan for. What’s changing? Starting July 1, 2025, WhatsApp is moving away from conversation-based

      • Implement full RTL support in Zoho Cliq, including text alignment and character positioning, regardless of the interface language.

        Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to the current RTL language support within Zoho Cliq. Currently, while Zoho Cliq allows users to input text in RTL languages, the text alignment remains LTR, resulting in

      • Email Alerts with Affected Flow Details When Deprecating Modules in Zoho Flow

        Dear Zoho Flow Team, We would like to request an enhancement to the module deprecation process in Zoho Flow. 🧩 Current Limitation: Currently, when a module is deprecated by the Flow team: No email notifications are sent. There is no automated way to

      • are there Url parameters to group records in the report/view?

        There are URL parameters to filter records in target report.  Is there any way to group records in report by certain field, using URL parameters or embed report parameters? Or any other workaround, apart from creating second report for dofferent grouping?  Aim: I want to provide user a quick link to re-group embed report by different fields.

      • Setvalue() client script not working

        I have created a client script on the load the record(detail view page). I wanted to populate some default information in the single line field. for that I created the client script. below is the script: var field_obj = ZDK.Page.getField( 'Designation'

      • Power of Automation :: Automate Deal Status Update in Zoho CRM upon Project Completion.

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

      • Leverage the power of Zia (AI) to create Marketing Projects in Zoho Marketing Plus

        Hey everyone, Zoho's advanced AI assistant, Zia, now works with OpenAI to offer personalized marketing activity suggestions for your marketing projects in Brand Studio. With information such as your campaign's objective, duration, marketing channel types,

      • Use Zoho Flow to Supercharge your Zoho FSM Integrations

        We are thrilled to announce that Zoho FSM is now included in Zoho Flow - Zoho’s powerful no-code integration platform. With this, you can connect Zoho FSM with your most-used applications—without requiring technical expertise. What does this offer? Zoho

      • Zoho Flow triggers not working

        Hi , I have set up a flow which triggers when a new record is created in a Zoho Creator app. This flow works great when I initiate the flow with  "test and debug". However the flow does not trigger in live mode.  I have tested all the connections used

      • Can you sync your Apple Calendar with Bigin Activities/calendar?

        I've searched everything I can find and nothing is coming up... I've got a number of things in my calendar for the future, and it would be easiest if I can sync between them to update my availability for my booking page (also syncing the other way would

      • How to track salesiq on google analytics without GTM

        Hello! We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting

      • Custom Module Count

        We are on Zoho One. CRM says that the three modules which support Zoho Sign integration are "custom modules." Do these count against the 200 custom modules permitted by the One access to "enterprise-level" CRM features?

      • Marketer's Space: Bookmarks by Zoho Campaigns

        Hello Marketers, In this week's Marketer's Space, we'll look at a simple yet powerful feature that makes a big difference in your workflow: Bookmarks. Bookmarks is a built-in feature in Zoho Campaigns that enables you to create a personalized library

      • I need a custom AI Chatbot to be integrated with ChatGPT to Handle Customers inquiries

        I need a custom AI Chatbot to be integrated with ChatGPT to handle Customer inquiries, and save the data to Zoho CRM as a Leads, Also to schedule a demo with clients and more options

      • User Management > Agents request

        I have a few suggestions for the Agent page: 1) Please add a way to filter Full agents. The list currently shows Light agents as an option but sometimes it would be helpful to view only the full agent licenses or non-light agent. 2) Add the ability to

      • Mandate Assessments in Zoho Recruit's Candidate Application Form

        We're excited to announce the Include Assessment option for the Candidate Application Form, which lets you display the pre-screening assessment associated with the job opening along with the application form fields. This ensures that every candidate applying

      • Sending an email from contacts does not display the recipient's name correctly

        When I select a contact or group of contacts and then click the envelope to send mail, the contacts are added to the To section of a new email. Unfortunately, their First and last names are not displayed. The part of the email address before the @ sign

      • Writing SQL Queries - After Comma Auto Suggesting Column

        When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

      • Stop adding Default ID column to xls exports

        When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We have to

      • communication distribution

        Hello community! Request for help - how to resolve the issue of subscribing to specific content. I use ZOHO CRM and ZOHO CAMPAIGNS to send email communications to my customers. I only purchased ZOHO CAMPAIGNS after using the CRM for some time and I have

      • Next Page