Follow Up Email For Client Templates: How To Write & Examples

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Following up with clients and leads is essential for driving conversions, retention, and referrals. But consistently creating compelling, personalized follow up messages is difficult.

This is where leveraging excellent follow up email templates comes in handy. This guide will cover tips and examples for crafting effective follow up emails to leads and current clients.

Benefits of Follow Up Email Templates

Here are some of the main advantages of using templates for your client follow up emails:

  • Save time – Completed templates allow you to respond promptly versus drafting new messages from scratch.
  • Increase conversions – Well-written templates persuade contacts to take the next step.
  • Drive loyalty – Follow ups show you care about providing an exceptional client experience.
  • Deliver value – Share useful info and offers contacts appreciate in exchange for their time.
  • Ensure consistency – Maintain consistent professionalism across all touchpoints and staff.
  • Improve effectiveness – Pre-written text ensures each email hits the key points needed.
  • Facilitate personalization – Easily customize for each recipient while keeping messaging aligned.

Tips for Writing Client Follow Up Emails

When creating your follow up email templates, keep these tips in mind:

  • Personalize content with name, company, product/service purchased, or previous conversations.
  • Recap context such as a prior meeting, call, or transaction.
  • Thank them for their time, business, or feedback.
  • Add value by sharing relevant content, tips, or special offers.
  • Use a warm, helpful tone - avoid sounding robotic.
  • Make next steps clear with specific calls to action.
  • Focus on benefits they will realize by taking action.
  • Keep messages concise - get to the point quickly and avoid overloading them.

Follow Up Email Templates & Examples

Here are some example follow up email templates you can model for different client scenarios:

Lead Nurturing Follow Up

Follow up with prospects who haven’t converted:

Subject: Following Up Regarding [Service] Solutions

Hi [First Name],

I hope you've been doing well since we last spoke! I wanted to touch base regarding implementing [service] solutions we discussed for [their company].

Based on your needs around [key challenges], I truly believe [our service] can help maximize [key benefits]. Attached is a case study showing how we helped [similar company] achieve [impressive results].

Please let me know if you have any other questions as you’re evaluating options. I'm happy to provide more details on pricing, timeline, or custom integrations. I look forward to helping [Company] in any way I can.

Best,[Your Name]

New Customer Onboarding Follow Up

Check in with new clients during onboarding:

Subject: How's Your [Product] Onboarding Going?

Hi [First Name],

I just wanted to check in and see how your onboarding with [Product] has been going so far. I hope you're getting up and running smoothly!

Please feel free to respond back with any questions that come up or let me know if you need help with anything. I'm always happy to provide assistance to ensure you get the most value out of the platform.

Also, if you get a chance, I'd love to hear any initial feedback on your onboarding experience so far. Knowing what's working well (or not) will help us improve.

Thanks again for choosing [Product]! I look forward to seeing all that you're able to accomplish with the platform.

Best,[Your Name]

Customer Retention Follow Up

Build loyalty by proactively checking in:

Subject: How Has [Product] Been Working For You?

Hi [First Name],

I hope this email finds you doing well! I wanted to check in to see if you're getting the most out of [Product] and if there's any way we can improve your experience.

Please feel free to respond with any questions or feedback. In particular, I'd love to know:

  • How has [Product] impacted your [core business goal]?
  • What's your favorite feature that brings the most value?
  • Any challenges you'd like help solving?

Thanks so much for being a [Company] customer. We're grateful for the opportunity to serve you and want to make sure we're delivering exceptional ongoing value.

Please don't hesitate to reach out directly with any requests in the meantime. Chat soon!

Best,[Your Name]

Client Case Study Follow Up

Get approval to leverage their success:

Subject: Showcasing Your Success With [Product]

Hi [Name],

I hope you're having a great week! We are so proud of the success [you/Company] [has/have] achieved using [Product]. I wanted to follow up regarding featuring your results in one of our upcoming customer case studies.

Showcasing your [results/metrics] would provide invaluable social proof and inspiration for other [industries/companies] evaluating [Product]. We'll handle the content creation - all we need is your approval.

In exchange for participating, we'd love to offer you [incentive - free month, extended trial, credit, etc.]. Please let me know if you're interested. I'm happy to answer any additional questions.

Thanks again for your partnership. We truly appreciate your trust in us and look forward to promoting your well-deserved success!

Best,[Your Name]

Client Referral Follow Up

Thank them for making referrals:

Subject: Thank You For The Referral!

[Name],

I just wanted to say a quick thank you for referring [company name] to [Product]. I really appreciate you taking the time to share your positive experience with them.

It means so much that you've been willing to vouch for [Product] and recommend us to others. There's no better validation than having happy customers like yourself refer their contacts.

Please let me know if there's ever any way I can return the favor - I'm always happy to provide introductions to others who may benefit from [your services, products, etc].

Thanks again for your ongoing partnership and support. Looking forward to helping [referred company] achieve the same great results you've had with [Product]!

Best,[Your Name]

Negative Review Follow Up

Address concerns revealed in negative reviews:

Subject: Addressing Your Feedback on [Product]

Hi [Name],

I noticed your less-than-positive review about [Product] and wanted to reach out. Please know that we take all customer feedback very seriously.

I'm very sorry we fell short delivering the level of [value, support, experience] you expect from us. We want to turn this around and get you happily using [Product].

Could you tell me more about the issues you encountered? I'd like to fully understand the challenges so I can directly address your concerns. Please feel free to give me a call at [number] as well - I'm committed to resolving this to your satisfaction.

Thanks in advance for letting us make it right. We believe in the value [Product] can provide when delivered properly and want to ensure you have the best possible experience moving forward.

Best regards,[Your Name]

How to Use Just Think AI for Client Follow Up Emails

Just Think AI makes creating stellar, personalized follow up emails fast and easy with done-for-you templates. Key benefits include:

  • Access a full library of pre-written follow up email templates for various client scenarios.
  • Easily customize templates by inputting client details, conversations, incentives, etc.
  • Have Just Think AI generate dynamic subject lines personalized for each recipient.
  • Optimize existing follow up messages by having the AI rewrite and enhance them.
  • Ensure consistent messaging and approach across your entire team.
  • Significantly reduce time spent drafting new emails from scratch.
  • Increase high-quality touchpoints through scalable templates.
  • Continuously refine follow ups over time based on response rates, conversions, and other data.

Just Think AI Prompts for Client Follow Up Emails

Here are some sample prompts for using Just Think AI to optimize client follow up emails:

  • "Write a follow up email to nurture a prospect considering {product/service} by sharing a relevant case study."
  • "Create a follow up template to check in on a new customer during their onboarding with {product}."
  • "Generate a follow up email to a loyal {product} customer asking for honest feedback on their experience so far."
  • "Craft a follow up to request approval to feature a happy customer in a case study highlighting their success with {product}."
  • "Design a follow up email thanking a contact for making a referral introduction to {company}."
  • "Improve the subject line, content, and tone of this existing follow up email responding to a negative review."

Providing the relevant context enables Just Think AI to tailor effective emails for each scenario.

FAQs

What is the ideal follow up cadence?

1-3 follow ups spaced 2-4 days apart is often effective if no response. Avoid overly frequent badgering. Align cadence and messages to the prospect's stage.

What makes client follow up emails different than sales emails?

Follow ups focus on education, adding value, building loyalty, and customer success vs directly selling. Tone nurtures existing relationships vs new prospecting.

Should you include offers/incentives in follow up emails?

Sparingly, mainly as part of a lead nurturing or re-engagement sequence. Be careful not to look too promotional when the goal is building relationships.

What metrics indicate effective follow up emails?

Open and click rates, conversions/sales driven, customer satisfaction scores, retention and churn rates, lifetime value, and referral rates.

What tools can you use to improve follow up email performance?

Strong email templates, workflow automation, conversion rate optimization, subject line testing, customer data, and email performance analytics.

Effective client follow up is vital for lead conversion, driving loyalty and retention, and gaining referrals. Compelling, personalized templates make regular communications scalable. Just Think AI expedites creating stellar follow ups tailored to each recipient and scenario.

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