Small Team Follow-up Library

Copy-ready templates with timing rules so you follow up consistently without sounding pushy.

Timing rules that work for small teams

Recommended cadence for leads/quotes

0
Day 0: Reply fast
Respond within hours. First touch matters.
2
Day 2: Follow up
Check they received it. Ask a question.
5
Day 5: Follow up with value
Share something useful. Change the angle.
10
Day 10: Final close file
Let them know you're closing it out.

Stop conditions

  • If they say no, stop immediately
  • If they ask to pause, stop and note when to resume
  • If you've sent 3-5 follow-ups with no response, send a close-out

Don't spam

  • Change angle — don't repeat the same sentence
  • Keep threads clean — reply to the same email
  • Add a clear question or next step each time

Email Templates

Quick filters
Tone
Showing 12 of 12 templates

New inbound lead (same day)

Lead follow-upFriendly
When to send
Within 2-4 hours of first inquiry
Stop condition
Stop if they reply or explicitly say they're not interested
Subject line options
Re: {proposalName}
Quick question about your inquiry
Email body
Hi {firstName},

Thanks for reaching out about {proposalName}.

I can help with that. Quick question: what's your timeline?

If it makes sense, I can send over some options by tomorrow.

{yourName}
{yourCompany}

No response after first reply

Lead follow-upNeutral
When to send
2-3 days after your first reply
Stop condition
Stop after 3 follow-ups with no response
Subject line options
Still working on this?
Should I close this out?
Email body
Hi {firstName},

I sent over some info about {proposalName} a few days ago.

Not sure if it got buried or if timing changed.

Worth a follow-up, or should I close this out for now?

{yourName}

"Are you still looking?" close-out

Lead follow-upDirect
When to send
10-14 days after last contact
Stop condition
This is the final email — stop here regardless of response
Subject line options
Closing this out
Should I take this off your plate?
Email body
Hi {firstName},

I haven't heard back, so I'm assuming this isn't a priority right now.

I'm going to close this out on my end.

If things change, just reply to this thread and we can pick it back up.

{yourName}

Quote sent (24–48 hrs)

Quote follow-upNeutral
When to send
24-48 hours after sending quote
Stop condition
Stop if they reply with questions or a decision
Subject line options
Did you get a chance to review?
Re: {proposalName} quote
Email body
Hi {firstName},

Just checking you received the quote I sent over yesterday.

Any questions, or does it look straightforward?

Happy to walk through it if helpful.

{yourName}

Quote sent (7 days)

Quote follow-upFriendly
When to send
7 days after sending quote
Stop condition
Stop if they say no or ask to pause
Subject line options
Where are we at with this?
Checking in on {proposalName}
Email body
Hi {firstName},

I know things get busy — just wanted to check where you're at with the {proposalName} quote.

If you need a revised version or want to adjust scope, let me know.

Otherwise, happy to answer any questions.

{yourName}

Quote close file / breakup

Quote follow-upDirect
When to send
14-21 days after sending quote
Stop condition
Final email — stop here
Subject line options
I'm going to close this out
Last check-in on {proposalName}
Email body
Hi {firstName},

I haven't heard back on the {proposalName} quote, so I'm assuming it's not moving forward right now.

I'll close it out on my end to keep things clean.

If you want to revisit it later, just reply to this thread.

{yourName}

Call recap + next steps

After a callNeutral
When to send
Within 1-2 hours of call ending
Stop condition
Stop once next steps are confirmed
Subject line options
Quick recap from our call
Next steps: {proposalName}
Email body
Hi {firstName},

Thanks for the call.

Here's what we discussed:
- {nextStep}

I'll {nextStep} by {dueDate}.

Let me know if I missed anything.

{yourName}

Chasing a decision after call

After a callFriendly
When to send
5-7 days after call if no decision yet
Stop condition
Stop after 2 follow-ups with no response
Subject line options
Where did we land on this?
Following up from our call
Email body
Hi {firstName},

We talked about {proposalName} last week and you were going to think it over.

Any updates on your end?

Happy to answer more questions if that helps move things forward.

{yourName}

Renewal reminder

RenewalsFriendly
When to send
30 days before renewal date
Stop condition
Stop once renewal is confirmed or they opt out
Subject line options
Your {proposalName} renews soon
Renewal coming up: {proposalName}
Email body
Hi {firstName},

Quick heads-up: your {proposalName} renews on {dueDate}.

If you want to make any changes (add users, adjust scope, etc.), let me know by {dueDate}.

Otherwise, we'll auto-renew at the current rate.

{yourName}

Upsell / expansion (light touch)

RenewalsFriendly
When to send
When customer shows growth signals (more usage, more team members)
Stop condition
Stop if they say not now
Subject line options
Worth upgrading?
Quick question about your plan
Email body
Hi {firstName},

I noticed you've been using {proposalName} more lately.

If you're bumping into limits or adding more people, it might be worth upgrading to {nextStep}.

No pressure — just wanted to put it on your radar.

Let me know if you want to chat about it.

{yourName}

Invoice overdue (friendly)

Chasing paymentFriendly
When to send
3-5 days after invoice due date
Stop condition
Stop once payment is received
Subject line options
Invoice #{amount} — just checking
Following up on payment
Email body
Hi {firstName},

I noticed invoice #{amount} was due on {dueDate} and I haven't seen payment come through yet.

It might've slipped through the cracks — no problem.

Can you let me know when I should expect it?

{yourName}

Invoice overdue (direct)

Chasing paymentDirect
When to send
14-21 days after invoice due date
Stop condition
Escalate internally if no response after this
Subject line options
Invoice #{amount} overdue
Payment required: Invoice #{amount}
Email body
Hi {firstName},

Invoice #{amount} is now {dueDate} days overdue.

I need to get this cleared up this week.

Can you confirm payment is being processed, or let me know if there's an issue I should be aware of?

{yourName}

FAQ