Sales referral email template




















When you're sifting through your inbox, this might not seem like a big deal. But, as a sales rep, that's the last thing you want a prospect to do. After all, this communication is a large part of how you initiate, manage, and close deals. If you are a HubSpot user, this process if made even easier with the help of personalization tokens — follow the directions in the legend directly below to do so.

HubSpot CRM users should use personalization tokens to simply click and insert your customized information. Your prospects are stretched thin for time. When emailing prospects, you should keep our messages short and sweet. And in these first, cold, introductions, you want to focus on your value over the product you're selling. As Jill Konrath has said herself, "Your products, services, or solution are secondary to your knowledge, expertise and the difference you make for your customers.

The following three prospecting email templates shared by Jill should help accomplish just that. And for even more variety, check out additional prospecting email templates that will help you foster valuable business relationships, here.

This past year we helped numerous companies to [Business Driver], resulting [money saved, revenue added, productivity increased]. I have some ideas that might help. HubSpot has free tools that automate and track all that. Because I work so much with [targeted industry], I constantly follow industry news. Usually when that happens, [business issue] becomes a priority. How does [Day, time] look on your calendar? An inbound lead is a person who has indicated interest in our company's product or service by taking an action on our website - such as downloading an ebook, registering for a webinar, signing up for a coupon, or requesting a demo.

Studies from Inside Sales show that if you follow up with a web lead within five minutes, you're 9x more likely to convert them. So, when a new inbound lead comes through your site, be prepared to send them a message using one of HubSpot's email templates.

You recently visited our website and downloaded [Name of Content]. Did you download the piece just to learn more about [topic]? Or, are you looking for a cost-effective solution to [topic]? You and a number of your colleagues at [Lead Company] have visited our website and [action on website].

I was wondering whether they were trying to figure out how you might [business solution]? So, I did some research and found some areas of opportunity for you. You recently visited our [Title of Page or Post].

I also have additional resources for you:. During some months, my networking group books me more meetings than my SDR. Would you be interested in meeting for coffee to talk about how we might be able to help each other? COld calling, emailing, social media, and talking to strangers will get you far, but adding other sales people to your network is a way to work smarter.

The email template in 19 is the perfect example of the benefits of expanding your sales network. Once you've developed trusting relationships with other professionals, ask them if it's okay to drop their name when connecting with their contacts.

You might even ask them for a list of people that they recommend you reach out to. A subtle nod to your mutual connection can make a prospecting email come across more personable. This could lead to new ideas, solutions, and even a discovery call about a need the prospect has that your products and services could solve. Depending on what you sell, it might be difficult for you to evaluate your prospect's situation.

But, if you can evaluate it, do so. Then send them the results. I used some software to evaluate the search rankings of the top 50 B2B accounting firms in the Boston area. Although your firm ranks in the top 25 according to the Business Journal, your search rankings are worse than the top Why this email works: Chances are you don't sell marketing services, but if you do, use this approach.

If you don't, try to find something you can analyze that your ideal buyer will care about. According to Mike Schultz , author of Insight Selling, "Educating buyers not only shares the seller's expertise, but it also demonstrates the seller's willingness to collaborate with the buyer. Looks like you started a blog, but have stopped publishing. Oftentimes, companies stop prioritizing blogging when results don't come immediately.

Why this email works: It provides useful information that is highly relevant to the prospect. Tailor this approach to any new venture or project your prospect has taken on. Marketers use surveys to gather proprietary data. Salespeople should borrow this playbook. Engaging prospects in the design of the survey will ensure the results are interesting for the ideal buyer profile.

This is also a suitable reason to reach out which can initiate a dialogue. You look like you have an impressive amount of experience doing X. I'm designing a survey and will be asking people with similar experiences in [role] and [industry] about their thoughts on Y.

Taking the email template above a step further, you can reach out to the prospect again once you and your team create the survey. Now, you can ask the prospect and their team to take the survey. Thank you for your assistance in designing this survey.

Will you take the survey now that it's ready? It's five questions long and should take you five minutes.

Why this email works: The great part about surveys is that you can ask tough questions about challenges and goals. It's hard to do that on a phone call right away. Don't forget to sync your survey software with your CRM and marketing automation software so you can see the responses and use them to customize your future sales and marketing touches to each contact's context. Ask your prospects about what they think about something. You can let them know their response might be featured in some content that your company will publish in the future.

Or you may be using their qualitative data to validate some quantitative data from a survey you did. At HubSpot, we recently completed a survey of B2B buyers.

We asked them to give one word that best describes salespeople. The most popular answer by far was "pushy. Do you agree or disagree with this? Do you think your buyers think your salespeople are too pushy? Do you think this reduces the effectiveness of your marketing? Fast growth companies like yours usually dedicate significant resources towards recruiting.

We have some market research that shows how companies allocate resources to different parts of the recruiting process. People have a natural tendency to want to help others. Make the most of that and send an outreach email that asks, " Could you help me get in touch with the right person? I'm trying to reach the person who's in charge of implementing marketing software at your company.

Congratulate them on joining the company and let them know they made a great decision. Congrats on your new role with XYC Recruiting. I'd love to talk with you about how your company could achieve the same results — and help you make a splash in your first few months. A word of encouragement might be just what they need to make it through the day.

Send a thoughtful message like this one to perk them up. Instead of taking the opportunity to ask for a connection, a call, or a few minutes of their time, you offered them a moment to reflect on their day and make the most of it. When was the last time you received a gift card to your favorite coffee shop or had lunch covered by a friend?

Do some research to see if you can find the prospect's favorite restaurant and purchase an e-gift card. Why this email works: The tried and true reciprocity principle never steers us wrong. A good deed begets a good deed. Your prospect will want to thank you for the gift and probably commend you on the unique approach.

Download These Templates for Free. These templates use a relatively simple set of guidelines. As you implement the approaches shared above, use these guidelines to customize your templates:. I am not delusional enough to believe that salespeople will all of a sudden stop sending horribly self-centered, blast-you-with-my-value-prop, ask-me-to-marry-you-on-the-first-date prospecting emails. But in sharing these alternative approaches, I hope to get us that much closer to the end of this ineffective practice.

If your response rates are dwindling, think twice before you mass blast another set of prospecting emails. I guarantee it will pay off in the long run. Originally published Aug 10, PM, updated August 25 Subscribe to Our Blog Stay up to date with the latest marketing, sales, and service tips and news.

Thank You! You have been subscribed. Start free or get a demo. Sales 30 min read. Download customizable sales email templates for free. Download 25 Free Email Templates. Best Sales Email Templates 1. Congratulate them. Hey [Prospect], Congratulations on your recent round of funding. What you are doing is going to impact the law profession in a major way.

I look forward to seeing how you'll deploy your new resources to do it even faster. Regards, [Your name]. Do you have a PR or content person on your team?

Hey [Prospect], Your website's design is absolutely brilliant. Download Sales Email Templates. Hey [Prospect], Welcome to town. This isn't my area of expertise, but I know a good sign guy. Would you like an intro? Hey [Prospect], Thank you for sharing your wisdom with the world. Would you like to see how my client applied your advice? Best, [Your name].

Hey [Prospect], I was browsing through LinkedIn. Have you gotten out this year? I got out to Loon last month. The powder was amazing. Hey [Prospect], Your salespeople seem to be struggling with acquiring new clients according to an informal survey I did.

But, it turns out people also trust digital influencers who do reviews as long as they have built their credibility. This means that influencer marketing on social media will take your referral strategy to a whole other level. Before we talk about how to ask for referrals, we need to talk about timing — your asks need to be timed correctly in order to be effective.

Every deal looks a little different, but there are several signals to pay attention to:. Not only is this a great sign that customers are willing to make referrals, it offers a great jumping-off point for making the request. If you happen to know anyone else who could benefit in the same way, could you please introduce me? This is why customer service and success should be a primary sales priority. We use this mini strategy at CallPage, and it drives awesome results for both sides.

Clients get what they want, and we do not give our tool away cheaper. Steve Richard, Chief Evangelist, and co-founder at ExecVision , suggests different timing may be just as effective. First, you would trigger an NPS survey email to go out a certain number of days after a key milestone. You can automate this by tying it to the completion of a key milestone tracked in your CRM, such as the completion of a project stage.

Based on the results of the NPS survey, you can then automatically trigger one of the following messages to go out one day after recipients complete the survey:.

Just saw you gave us a great score on the customer survey you received yesterday. Can you please do me a favor? Is there anyone you can think of that you can introduce me to who might also be interested in our product? Tweak the template as needed based on your business and its products or services. To make sure they see your ask, build out a referral request cadence with multiple follow-ups — just like you do with your cold sales emails.

Act quickly by preparing the following templates ahead of time:. When I call him, may I use your name? I have seen cases where the signing authority agrees to be a reference when signing the contract but there is a push back from legal when we ask for it after meeting the success criteria. Thanks again for referring [new contact] to me. You should see it appear on your next invoice, but please contact me if you have any issues.

Thanks again, and please let me know if you can think of anyone else I should reach out to. Troubleshoot different workflows. Test different triggers. Sales organizations can empower their account executives to continue developing their relationship with the customer and can include a series of prescribed touch points within a referral cadence to do this. In this playbook, Harris uses Sendoso for direct mail and Pardot for automated email. What matters is that you set up the right touchpoints to make sales referrals part of your sales process.

Building this process into a sales referral strategy allows your team to shape and adapt the messaging to fit your entire organization and gives Account Executives an easy-to-execute playbook of the next steps to follow when asking for a referral. It also helps turn this engagement into a repeatable process that can be automated and prescribed to the Account Executive at specific stages in the customer journey.

Utilizing multiple channels and forms of communication helps to expedite the engagement process and also improves your chances of connecting with your customer.



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