Most salespeople know they should follow up more. They just don't do it.
Not because they're lazy — because they don't know what to say. The blank page problem is real. So you delay. You plan to write something good. And then the lead goes cold.
Here are 5 follow-up templates you can use today. Short, specific, and easy to personalize.
The Rules Before the Templates
1. Short wins. A 3-line email gets more replies than a 10-line email. Every time.
2. One ask per email. Don't ask if they received your proposal and if they have questions and when they want to schedule a call. Pick one.
3. Personalize the first line. Just one detail — something they said, something you noticed, something relevant to them. It's the difference between a template and a message.
4. Send it when you said you would. The content matters less than the timing. If you said you'd follow up Thursday, follow up Thursday.
Template 1: After the First Call
Use this within 24 hours of an initial conversation.
Subject: Quick follow-up from our call
Hi [Name],
Good talking with you earlier. You mentioned [specific thing they said] — wanted to send over [resource/next step] while it's fresh.
Does [specific time] work for a follow-up call, or is there a better time this week?
[Your name]
Why it works: You're showing you listened, you're offering value, and you're making it easy to say yes with a specific time.
Template 2: After Sending a Proposal
Use this 2–3 days after sending a quote or proposal.
Subject: Re: [Proposal/Quote name]
Hi [Name],
Just checking in on the proposal I sent over. Happy to answer any questions or adjust anything based on what you're seeing.
What's your thinking so far?
[Your name]
Why it works: Open-ended last question invites a response without pressure. "What's your thinking" is less threatening than "Are you ready to move forward?"
Template 3: The Gentle Bump (No Response)
Use this when you've sent 1–2 emails and heard nothing.
Subject: Still worth connecting?
Hi [Name],
I've reached out a couple times — I know things get busy. Still happy to help with [specific problem].
If the timing isn't right, just let me know and I'll follow up later. If it is, here's my calendar: [link]
Either way, no pressure.
[Your name]
Why it works: Acknowledges the silence without guilt-tripping. Giving them permission to say "not now" often gets a response when nothing else does.
Template 4: The Long Re-Engagement (Gone Quiet for 4+ Weeks)
Use this when a warm lead has gone cold.
Subject: Circling back
Hi [Name],
It's been a while — hope things are going well.
We spoke back in [month] about [what you discussed]. Wanted to check in and see if anything's changed on your end.
Worth a quick call to reconnect?
[Your name]
Why it works: No apology for the gap, no long recap. Just a simple re-opener that reminds them who you are and makes it easy to pick up where you left off.
Template 5: After a "Not Right Now"
Use this 4–6 weeks after someone said "check back later."
Subject: Checking back in — [their name]
Hi [Name],
You mentioned [month] would be a better time to revisit. Wanted to make sure I reached out.
Has anything changed? Happy to pick up the conversation if the timing works now.
[Your name]
Why it works: You're doing exactly what you said you'd do — following up when they asked. This one often closes deals that were written off.
The Template Isn't the Problem
Here's the thing most people miss: the templates aren't the hard part.
The hard part is remembering to send them at the right time.
You finish a call. You mean to follow up Thursday. Thursday comes, you're slammed. Friday morning you remember — and it's been 10 days.
The fix isn't better templates. It's a system that reminds you on the day you said you'd follow up.
That's what CloserKit does. You track each deal, set a follow-up date, and get an email reminder at 9am that morning. The templates are yours — CloserKit makes sure you actually send them.
Start tracking your follow-ups for free →
Related Reading
- How to Never Miss a Sales Follow-Up Again
- The Best CRM for Independent Sales Reps
- The Best Tools for 1099 Sales Reps
CloserKit is a lightweight pipeline tracker for independent sales reps, freelance contractors, and solo closers. Free for up to 10 deals. Pro at $9 USD/month.