This submit was contributed by Ezra Sandzer-Bell at Appointlet.
It’s time to achieve out to your shopper and ask them to guide a time with you. “It’s cool,” you assume. “I’ll simply throw an electronic mail collectively actual fast and ship it off. In the event that they need to meet, they’ll take the required steps.”
However scheduling time with somebody through electronic mail advertising is extra like a recreation of baseball. The timing and phrase selection are vital. Get it proper and also you’ll transfer on to the subsequent base. Take the improper strategy and it’s straightforward to strike out.
Right here’s an electronic mail template that you just don’t need to use:

Why shouldn’t you utilize this template? Put your self within the shopper’s footwear for a minute.
George is asking you to verify your calendar, discover a number of dates and instances that be just right for you, kind that info into an electronic mail, ship it off, after which watch for his response. In case your instances don’t work for him, he’s going to recommend some completely different ones and hopefully, they are going to be just right for you.
Sheesh! What number of back-and-forth emails will it take earlier than you two determine it out? And if somebody cancels or doesn’t present up, then you need to do it over again.
Whenever you use an internet scheduling instrument like Appointlet to supply shoppers a simple technique to guide conferences with out the back-and-forth emails, a lot of the battle has already been gained. However you continue to have to share the scheduling hyperlink in a message. That’s why I’ve put collectively a set of gross sales electronic mail templates that assist you concentrate on the next vital phases:
- Preliminary outreach
- Comply with-up
- Closure
- Lengthy-term follow-up
5 gross sales electronic mail templates for scheduling shopper conferences
You might be welcome to repeat and paste these gross sales electronic mail templates to make use of for your small business. However keep in mind the golden rule: your emails ought to at all times be written in a tone that represents your organization. By customizing these electronic mail templates to suit your model, you’re extra more likely to get the outcomes you’re after.
The 5 gross sales electronic mail templates for scheduling shoppers and prospects are:
- Preliminary outreach to your prospect
- Comply with-up electronic mail
- Aggressive advertising follow-up
- Closing the file
- Lengthy-term follow-up electronic mail
1. Preliminary outreach to your prospect
Your prospects can attain you thru quite a lot of channels, reminiscent of direct electronic mail inquiries, web site types, and extra. If you’re going to reply with an invite to schedule a gathering, this straightforward electronic mail template is a good place to begin. As a result of this template can be utilized for any sort of assembly, the wording is broad — you’ll want to regulate the language to match your organization’s model, tone, and choices.
Preliminary outreach electronic mail gross sales template
Hello [contact name],
Thanks for getting in contact — we’re excited to speak with you!
Please click on this hyperlink to schedule your demo: {your-company.appointlet.com}
We sit up for speaking with you quickly.
Greatest,
[Company rep name]
Preliminary outreach electronic mail in observe
Generally a uncooked gross sales electronic mail template just like the one above can appear generalized. To assist make clear the execution, I’ve written and supplied screenshots of fictional emails between our beloved gross sales rep, George, and his shopper prospect Margaret.
Let’s think about that Margaret has contacted the corporate and requested a product walkthrough. The e-mail template variables proven above (like first title and URL) have been modified to suit this example.
Right here’s what this electronic mail would possibly seem like in observe:

2. Comply with-up electronic mail
In case you despatched an preliminary outreach message and haven’t heard again, it’s potential that the prospect must be persuaded. A follow-up electronic mail might help a shopper perceive what they are going to get from this assembly.
Comply with-up electronic mail gross sales template
Hello [contact name],
[Company rep name] right here from [company name]. I needed to achieve out and see if I might assist reply any questions you’ll have about [your company’s expertise].
You possibly can guide a time to fulfill with me right here or simply reply to this electronic mail. We are able to stroll by way of your objectives and present you the way [company name] might help you with [value proposition].
Greatest,
[Company rep name]
Comply with-up electronic mail in observe
The primary half of this electronic mail is just like the preliminary outreach template: George leads with a suggestion to assist reply Margaret’s questions and contains the reserving hyperlink to schedule a time.
However he ends the e-mail with a special strategy.
This time, the worth proposition is obvious: Once they converse, George will present Margaret how the plan can save her 30% on her month-to-month payments. A robust supply like that may do wonders for engagement.

3. Aggressive advertising follow-up
There are particular kinds of relationships together with your contacts the place an aggressive follow-up may be acceptable. If somebody expresses a robust, real curiosity in assembly, however shouldn’t be responding to your emails, it’s potential that they simply received busy. Even when they need to meet, it won’t be handy for them to reply to you in the meanwhile. To make sure that you keep top-of-mind, attempt sending a message each different day, like those outlined right here.
“Schedule a Name?” follow-up electronic mail gross sales template
Hello [contact name],
Are you continue to in search of assist with [value proposition]?
In case you click on right here to schedule a name, I can stroll you thru precisely how we might help.
Greatest,
[Company rep name]

“Fast Query” follow-up electronic mail template
Hello [contact name],
[customer problem] will be powerful. What are a number of the greatest challenges that you just’re dealing with presently?
We are able to chat about it on the telephone if that’s simpler. Simply click on right here to guide a time.
Greatest,
[Company rep name]

4. Closing the file
In case you’ve despatched a prospect a number of messages with none response, it’s okay to acknowledge that you just tried to achieve them and failed. The perfect factor to do is again off and assume that they’re not , however in case that’s not true, you possibly can present your assembly scheduling hyperlink another time. Emails like this may convert properly as a result of individuals understand that their alternative is slipping away.
Closing the file electronic mail gross sales template
Hello [contact name],
Hope all is properly with you. I’ve tried reaching out just a few instances over the previous week with regard to [value proposition].
Since I haven’t heard again, it looks as if my timing may very well be off so I’ll be closing your file.
If you’re nonetheless , let me know and we are able to get again on monitor. You possibly can guide a time with me right here in the event you’re prepared to debate [value proposition]
Thanks,
[Company rep name]

5. Lengthy-term follow-up electronic mail
It’s been some time because you emailed the prospect. Attempt providing a brand new worth proposition as a bonus incentive to re-engage them. In case you don’t have a reduction obtainable, reiterate the excessive worth of your supply and make that the centerpiece.
Lengthy-term follow-up electronic mail gross sales template
Hello [contact name],
I’m reaching out to comply with up on the demo request you made on [company name]’s web site just a few months in the past.
I’d love to seek out out what else we are able to do to assist with [value proposition].
We’ve got loads of sources to give you. Nevertheless, with a purpose to get you the perfect supplies, I wish to schedule a gathering to debate your wants and ensure we’re on the identical web page.
E mail me again when you could have a second, so we are able to determine whether or not a demo is acceptable.
If you’re able to schedule a time with me now, simply click on right here and choose a date that works for you.
Thanks,
[Company rep name]

Key takeaways for scheduling shoppers and prospects through electronic mail
The important thing substances when scheduling shoppers and prospects through electronic mail are:
- Scheduling automation: At all times embrace an internet reserving hyperlink. In case you don’t have one, join a free scheduling app so you can begin implementing this system at this time.
- E mail wording: Wrap your reserving hyperlink in the appropriate message. Use the assembly templates we’ve supplied to craft efficient emails
- Worth proposition: Ensure your prospect is aware of why the assembly is price their time
Primarily based on these tips, your custom-made gross sales emails ought to be straightforward for prospects to learn and use in the event that they need to guide a time. Make your emails thrilling for individuals to behave on together with your worth proposition. Over time, take a look at sure key phrases and check out optimizing them to enhance conversion. You need to come out of this with higher engagement charges and the chance to develop your small business.