35 Email Templates

Every Business Needs

Stolen Straight from the Experts Outboxes

Table of Contents
Introduction Emails

Examples of how to ask for in-person meetings, set-up phone calls,

and introduce people.

Pitch Emails

Examples of how to pitch VCs and investors, how to pitch TechCrunch

for coverage, and how one chap used 5 templates to raise $350k.

Sales Emails

17

Examples of how to handle price objections, how grab a prospects attention,

Customer Support Emails

19

Examples of how to deal with hacked-o customers and how to make it right.

Miscellaneous Emails

23

Examples emails on how to hire devs/designers, collecting unpaid balances

from clients, how to pre-qualify customers, and how to ask for feedback on your
web-app.

Terrible Emails
Examples of emails you should never write

29

Introduction Emails
Ramit Sethi, I Will Teach You to be Rich
How to Setup a Call

Subject: Kevin Wong suggested we get in touch -- UC San Diego CS student

Hi Jack,
Dave Wong recommended I reach out to you. My name is Kelly Davis and I'm a UC San Diego computerscience student. [QUICKLY INTRODUCE YOUR REFERRAL -- IF YOU HAVE ONE -- AND YOUR
AFFILIATION]
I read about your firm's push into clean-tech solutions. At UC-San Diego, weve begun some interesting
research here on the topic, and I think there could be a great collaboration. [FOR THE PURPOSES OF
THIS EMAIL, THE PITCH IS IRRELEVANT. THE POINT OF THIS EMAIL IS COORDINATING THE
PHONE CALL, WHICH I OUTLINE IN THE NEXT SECTION]
Do you have time for a 10-minute phone call? If so, would any of these times work? [ALWAYS SPECIFY
A SHORT TIME PERIOD. THIS RISK-REDUCTION TECHNIQUE SERVES AS A WAY TO COUNTER
THE COMMON OBJECTION BUSY PEOPLE HAVE OF IDIOTS WASTING THEIR TIME ON A 30MINUTE CALL. IF IT'S 10 MINUTES, HOW BAD COULD IT BE?]
* This Wednesday (8/10) all day
* Thursday (8/11) any time after 1pm PST [IF THEIR TIME ZONE IS PST, YOU PUT YOUR TIMES IN
PST]
* This Friday (8/12) any time after 1pm PST [I LIKE 3 CHOICES, AND I TRY TO PROVIDE ONE ALLDAY OPTION, AS WELL AS TWO NARROWLY DEFINED TIMES. THE "AFTER 1PM" SUGGESTIONS
HELP BUSY PEOPLE COPE WITH THE PARADOX OF CHOICE]
If those don't work, just let me know -- I can work around your schedule. [YOU ARE EXPLICITLY
ACKNOWLEDGING THAT THEY ARE HIGHER-STATUS AND POLITELY OFFERING TO HONOR
THEIR SCHEDULE. GOOD]
I can call your office line. Or if you'd prefer, my phone number is (415) 555-5555. [GIVE THE BUSY
PERSON THE OPTION OF WHAT TO DO. SOMETIMES, BUSY PEOPLE WILL JUST CALL YOU
RIGHT WHEN THEY RECEIVE THE EMAIL IF THEY HAVE A FEW MINUTES]
Thanks,
- Jennifer

Ramit Sethi, I Will Teach You to be Rich

How to Setup an In-Person Meeting

Subject: UCSD soph will be in NYC next week -- coffee?

Hi Michelle,
My name is Ramit Sethi and I'm a sophomore at UCSD, where I'm studying technology and psychology.
I'll be in New York next week and was wondering -- can I take you to coffee? [TRY TO MAKE IT AN
ACTIVE QUESTION, EVEN IF GRAMMATICALLY INCORRECT]
Greg Brown and Maggie Yu actually suggested I get in touch -- I've been working on a persuasivetechnology project that might be interesting for your work at Acme Corp. [USE REFERENCES AND
SPECIFICS WHENEVER POSSIBLE]
How does next Thursday, 7/8 or Friday, 7/9 work? I'm free all day, especially the afternoon, and I can
meet wherever is convenient for you. [BE EXPLICIT THAT YOU CAN WORK AROUND HIS SCHEDULE
AND MEET ANY TIME]
Thanks,
- Trevor
My cell: (555) 555-5555

Ramit Sethi, I Will Teach You to be Rich

How to Reach Out to Peers in Your
Company to Get to Know Them

Subject: New marketing hire -- would love to pick your brain

Hi Sherry,
My name is James Smithson and I'm the new marketing associate in the Competitive Chip Group (CCG).
I was speaking with my manager Greg and he mentioned you're doing some interesting work in TPG, and
I'd love to pick your brain. In particular, Im curious to hear your thoughts on the new eRobot gizmo is it
for real or just hype? [MENTION A SPECIFIC THING.] Are you free for coffee or a quick meeting this
week? [NOTE: BE SURE TO BRING THIS UP WITH YOUR BOSS FIRST SO YOU (1) GET HIS
BLESSING AND (2) CAN USE HIS NAME IN EMAILS]
Thanks,
-James

Noah Kagan, AppSumo

Introducing Two People

EJ
Please meet Jason who is the CEO of docstoc.com, a great guy and uber well connected.
They have a fair amount of international traffic and are having a hard time monetizing it.
I believe you've success with that at indeed.com.
Figured you may be able to help out, advise, consult, something.
Jason
EJ is one of my go to guys for advice in Austin.
I love chatting with him and he's running a team helping dominate over at indeed.com.
-I encourage you two to email or setup a brief chat to see if it makes sense to work together.
Be well,
-Noah

Key Takeaways
1- 1st Person
a) flatter
b) why it matters
2- 2nd Person
a) flatter
b) why it matters
3- Call to Action

Paul Stamatiou, Picplum

How to Introduce Two People

Subject: {{Requester}} <==> {{Recipient}}

Hey {{recipient}},
I wanted to introduce you to {{Requester/person wanting intro}}. {{Requester}} works on {{project/startup}}
and {{3-5 word description}}. [status of company]: They are crushing it: their Facebook page got 100,000
likes in two weeks and just finished a $10M Series A.
[trust / social proof] I met {{Requester}} at AwesomeConf and we were chatting about {{recipient's
expertise}}.
{{Requester}} asked if I knew of anyone in {{recipient's skill}} as he/she wants to learn how to expand their
offerings. You were the first person that came to mind! I hope you can spare a few minutes to {{talk/skype/
grab a coffee}} with {{Requester}} sometime {{date at least a week away}}.
{{Requester}}, meet {{Recipient}}. [trust] I've known {{recipient}} for a several years after {{something you
worked on/did with recipient}} I helped him with marketing his startup.
[Optional -- statement about Recipient's work for potential reciprocity] {{Recipient}} is actually working on
a new project and I'm sure he/she would love to hear your thoughts.
Cheers,
{{your_name}}

Espree Devora, Save Business Time

How to Introduce Two People

Tracy, Taylor at AppSumo is putting together an email marketing course which will include email templates
from top marketers like Ramit Sethi. Thought maybe Clay would like to contribute if you and Taylor think
it's the right fit.
Taylor, Tracy is Clay Collins business partner. MarketingShow.com. Clay creates outstanding educational
material. I am in his mastermind. Thought he may be a good fit for your current project, but if not maybe
there is a future opportunity for a course.
Happy connecting,
Espree

Key Takeaways
Same structure as Noahs (introduction, flattery, why it matters), but adds the last sentence as an easy
out in case things arent a good fit or the timing isnt right.

Pitch Emails
Babak Nivi, AngelList
Elevator Pitch to Investors

Subject: Introducing Ning to Blue Shirt Capital [A useful subject line!]

Hi Nivi,
Thanks for offering to introduce us to Blue Shirt Capital. [Reiterating the social proof of the
introducer.] I've attached a short presentation about our company, Ning. [Did you see the attachment?]
Briefly, Ning lets you create your own social network for anything. For free. In 2 minutes. [What is the
product? What does it help the customer do? Who is the customer?] It's as easy as starting a blog.
Try it at http://ning.com [Link to the product, screencast, or screenshots.]
Ning unlocks the great ideas from people all over the world who want to use this amazing medium in their
lives. [Whats the big problem or opportunity?]
We have over 115,000 user-created networks and our page views are growing 10% per week. [Traction.]
We previously raised $44M from Legg Mason and others, including myself. [Social proof and more
traction.]
Before Ning, I started Netscape (acquired by AOL for $4.2B) and Opsware (acquired by HP for $1.6B).
[Team.]
I've admired Blue Shirt's investments from afar. [Why are you interested in Blue Shirt?] We're starting
meetings with investors next week and I would love to show Blue Shirt what we're building at Ning. [Call
to action and subtle scarcity.]
Best,
Marc Andreessen
xyz@ning.com
415.555.1212

w/ permission from Nivis blog

Key Takeaways
An introduction captures an investors attention, but a great elevator pitch gets a meeting. The major
components of the pitch are traction, product, and team.
It also sells the investor on reading the elevator pitch, which sells the investor on reading the deck, which
sells the investor on taking a meeting. Many investors will just skim the deck and take a meeting if the
introduction and elevator pitch are good.

David Cohen, TechStars

Reaching to Out to Investors
for Advice

Hi David,
Ive got a startup related question for you that I think might be right up your alley.
Were starting CriticalArc and were focussed on providing solutions to problems that depend on
streaming status and location in real time. Things like duress and critical incident response. Were
building a very robust back end to support these mission-critical applications. Weve got a preliminary
landing page up here: www.criticalarc.com and were planning to demo our first system at a startup event
here in Sydney on 31st March.were currently engaging customers and coding like hell.
I know that you have a background in dispatch systems with Pinpoint and I was wondering if you had an
opinion here: As a startup seeking investment and a scalable business, do you think we should be
focusing on an infrastructure or solution play? Or could we do both to start with and decide to focus on
either a general web infrastructure business or a dedicated solution business some time down the track?
Basically, out of the box, should we be SimpleGeo for realtime, or should we provide a solution like what
you did with RightCAD at Pinpoint?
Id love to know your thoughts.
As a separate bonus question, I was also wondering if youre seeing much activity in this area at the
moment? Is real time location hot like the groupon-clone thing that youre probably being pitched every
other day? Or do you think there is some space here? Its a bit hard to judge from Australia presently.
Hey, thanks for reading this.youre probably up to your eyeballs with Techstars applications at the
moment. Good luck with the summer program.
Best Regards

Glenn Farrant
CEO
CriticalArc

w/ permission from Davids blog

Key Takeaways
1) He knows my background, and frames the question that he has with that relevant context.
2) He understands who I am (references to TechStars).
3) He gets that Im seeing a million groupon clones and makes me chuckle a little.
4) Hes clearly generally intelligent/articulate. His writing has an easy style.
5) He speaks my language. He references Pinpoint (the previous company name, before it was bought
by ZOLL and started being called that). He mentions summer program even though hes in Australia
where this will actually be winter time. He references SimpleGeo, another of my investments. Hes making
the question easy for me to answer.

Dan Martell, Clarity

Keeping Startup Advisors Informed

Subject: Updates on [COMPANY NAME]

===================================
+ Top 3 Challenges
+ Metrics
+ Whats New / In The News
===================================
> Top 3 Challenges
1. Getting Press
2. Hiring Biz Dev
3. Building Sales Team
> Metrics
1. Revenue / Target
2. Return Usage / Retention
> Whats New / In The News
1. [Source] [Title] [Shortend URL]
2. Hired Rails Programmer (@username)
3. New Customer Fortune 500 company

w/ permission from Dans blog

Key Takeaways
One of the first things I try and teach every entrepreneur, is the importance of keeping advisors and
investors in the loop. With that in mind, Ive created an email template that you should consider using.
Benefits of sending update emails

Have youre advisers solve problems for you

No surprises, surprises are bad

Let your advisers celebrate your successes

Good news will go farther [lets us promote you!]

Best format and frequency

Put your most important challenges at the top

Short and sweet

Make it Skimable [bullets!]

Every 3 weeks (or if theres any major issues news).

Taylor Brooks, SpeakerWiki

Keeping Startup Advisors Informed
audio link

Subject: Quarterly Update for SpeakerWiki

*** READ TIME: 5 MINUTES ***
Here's the latest on what's new with SpeakerWiki.
*** CHANGES IN THE PAST TWO WEEKS ***
- changed the login process so a user can only sign-up with Twitter/Facebook (should we add LinkedIn?)
- added new ways to contact SW (real time chat and 888 number)
- added transactional emails to improve retention (email when a page is edited, when review is left, etc)
Lessons Learned:
- signups conversions are up 20% and we're collecting better demographic data
- people love the real time chat, probably 10 chats a day, not so much 888 #
- retention hasn't improved as much as id anticipated, need to learn more, maybe move to a 'digest' email
*** UPCOMING CHANGES ***
- move servers to RackSpace Cloud
- change name to SpeakerMix
- overhaul category pages, search, filtering, etc
Hypotheses:
- our bounce rate will go down and SEO will improve because site is faster
- name change will help us shake the perception of 'free, non-profit'
- time on site will go up when users enter through category pages, (e.g. user searches on google for
"business speakers")
*** GOAL FOR NEXT TWO MONTHS ***
- 200 event planner signups per month
- 10 dates booked

*** STORY ***

I usually follow-up with every check availability request to see if the speaker is responding and if the event
planner is getting the information they need.
Last week, an event planner from some obscure university in Minnesota checked avails on Dan Pink. I
followed up, she called back and raved about SpeakerWiki. Dan Pink was unavailable but she found
another speaker AND booked him - for $40k! This was her email:
--Hi Taylor:
Appreciate your follow up and so pleased to report that speakerwiki.org connected us with
brightsightgroup. We confirmed Bill George yesterday.
As a side note- this is our first experience with speakerwiki. The site created amazing
efficiencies for this project: allowed us to source speakers in our expense range, evaluate
speakers based on reviews and information on the site- and connect us quickly with agency
representatives. We went from search to offer to confirmation in a record 4 days.
Thanks so much. Receiving a personal email follow up from your site makes me a huge fan. I
am reaching out to SPIN (international senior planners network) through linked in and also MPI
locally to tip off other planners about speakerwiki!
Best!
Beth Beutell
--So of course I called the agency and asked for a referral fee. If we were a traditional agency, this would've
been a split on $10k. No dice. The agency owner said there was no prior agreement, there is nothing on
our site that explained how SpeakerWiki worked, and he thought we were a non-profit. Yet another
confirmation that we should change our name...
He was open to referrals in the future and would be willing to pay commission on booked leads.
Lessons Learned:
- change the name ASAP
- call agencies and pre-negotiate referral commissions
- event planners see value in the site and it's empowering them to make better, faster decisions (yaaaay)
*** SUMMARY ***
We are growing, measuring, and learning. I'll keep you updated on progress.
Let me know if you have any questions - happy to answer.

Key Takeaways
1) Changes in the past two weeks and what youve learned
2) Upcoming changes and what youll think is going to happen
3) Goals (sales targets and customer acquisition metrics)
4) Story
5) Summary

Jason Baptiste, OnSwipe

How to Pitch TechCrunch
audio link

Subject: Exclusive for TC: Launching Padpressed- make any blog feel like a native iPad app
Hey Mike,
Launching PadPressed tomorrow at noon EST and TC gets free reign on an exclusive before then.
PadPressed makes any blog look and behave like a native iPad app. Were talking accelerometer aware
column resizing, swipe to advance articles, touch navigation, home screen icon support, and more. Weve
built some pretty cool tech to make this happen smoothly, and it works with your existing layout (iPad
layout only activated when the blog is accessed from an iPad). Okay, Ill shut up now and you can check
out the demo links/feature pages below, which are much more interesting than my pitch.
PS- Would also be happy to do giveaways to TC readers. Thanks again and feel free to reach out if you
have anymore questions (skype,phone,etc. listed below).
Video Demo: http://vimeo.com/13487300
Live demo site (if youre on an iPad): jasonlbaptiste.com
Feature overviews: http://padpressed.com/features
My contact info: j@jasonlbaptiste.com , Phone: 772.801.1058, Twitter: @jasonlbaptiste, Skype:
jasonlbaptiste
-jlb
772.801.1058

w/ permission from Jasons blog

Key Takeaways
1) Gave TC the exclusive due to the goal of getting a large reach and seeing if there was enough demand
to further the project.
2) Highlighted what it did in one sentence with key features following thereafter.
3) Highlighted the tech behind it so this seemed special.
4) Added in giveaways.
5) Most important part: direct links to the exact resources they would need, including my phone number.
Mike emailed back soon thereafter and Alexia called an hour after. The article went from pitch to being
live in < 5 hours.
6) I literally spent close to an hour on the subject line, email testing it. I would send myself emails using
the subject line to see how it would appear.

Tawheed Kader, ToutApp

Initial Connection to Investors

Subject: Here's the info you requested about {{product_name}}...

Hey {{first_name}},
Here's the info I promised you about {{Company Name}}:
1.
I've attached a short PDF that gives an overview about {{product name}}.
2.
Also, if you'd like to check out {{product name}}, here are two QUICK ways to take it for a test
drive: 1) Check out our demo: {{link to demo}} 2) Check out our demo video: {{link to demo
video}}.
Once you've checked out the PDF and the Demo, I'd love to get on the phone with you or meet in person
to tell you more about the business.
Please let me know TWO times that work for you and I'll schedule it.
Thanks in advance,
{{link to your product with tag line}}

w/ permission from TKs blog

Key Takeaways
The goal of this email is to further pique the investor's interest with key pieces of information and push for
an actual meeting where you can talk details.
Things to note:
1.
2.

You're not sending your actual Pitch Deck here. You're just sending a ONE PAGE PDF that gives
a simple overview of WHO YOU ARE, and WHAT PROBLEM YOUR PRODUCT SOLVES.
Make the demo link as SIMPLE AS POSSIBLE. Don't require a log in. It should be a simple link
that puts them into the "in app" experience.

Tawheed Kader, ToutApp

AngelList Intro Response Email

Dear {{first_name}},
Thank you for reaching out to us through AngelList (http://angel.co/tout). For starters, I've attached the
latest version of our pitch deck which provides a solid framework of our
business in about 7 slides.
After reviewing the deck, if you feel there may be a good fit, then please let me know THREE time blocks
over the next three days (weekends are fine) during which we can talk on Skype or meet so that we can
get to know each other better.
Thanks in advance,
{{Your_Name}}

Key Takeaways
The goal of this template is to build on the information already on your AngelList profile and get the
person that clicked on the "Intro" button to review some more detailed information and get them to convert
to an actual meeting.
Note that at this point, we're including the actual pitch deck with the assumption that they already checked
out a demo of your product from your AngelList profile and already learned about the basic information
(and more) that the PDF OVERVIEW would have.

Tawheed Kader, ToutApp

Deal Terms and Details

Subject: Here are the details on {{product name}}'s fundraising round

Hello {{first_name}},
This email contains all of the details you need to get in on {{product name}}'s seed round which is set to
close at the end of {{Month}}.
In this email, I've included all of the important pieces of information:
1.
I've included the latest version of our Pitch deck.
2.
I've attached both the term sheet and the actual note for your review. The basic terms are {{key
summary items of terms}}
3.
So far, we have the following people in {{committed OR in the pipeline}} on this deal: {{list of
names that people recognize -- social proof}}.
Please call me on my direct line: {{your direct phone number}} when you are ready. Keep in mind that we
are closing this round at the end of {{Month}}.
Thanks,
{{Your_Name}}

Tawheed Kader, ToutApp

Close the Deal

Subject: {{product name}} Investment: Let's Close this Deal!

Dear {{first_name}},
I'm extremely excited to be bringing you on as an Investor for {{product name}}. As I mentioned before,
we are set to close this round of fundraising in {{X}} days.
There are two things you need to do to close this deal:
1.
2.

In a moment, I'll be sending you the actual Note in electronic form (through RightSignature).
Please review and sign electronically so we can execute the agreement.
Please reply to THIS email and send me your official mailing address. Our law firm needs this to
ensure all necessary regulatory filings are done properly.

Please call me directly if you have any questions: {{Number}}.

Thanks

Tawheed Kader, ToutApp

Wire Transfer Details

Subject: Wire Transfer Instructions for {{product name}} Investment

Dear {{first_name}},
Attached you will find the wire transfer instructions. The funds will be put into escrow and then will be
released to {{Company Name}} once all of the note documents are fully executed.
If you have any questions, call me on my direct line at {{Number}}.
Thanks,

Sales Emails
AppSumo Sales, AppSumo
First Sales Contact Email
audio link

Subject: [COMPANY NAME] + AppSumo

Hey Toby,
We've been running some tests on what would happen if AppSumo sold an [COMPANY NAME] deal -the results are interesting.
Our email list is 590,000 strong and I think we could make a splash promoting you guys.
Would it make sense to talk further?
Best regards,
Taylor

Matthew Bellows, Yesware

Writing a Cold Sales Email

Subject: Congrats on the {{product release/great quarter/NYT coverage/financing/new customer}} [THE

MORE SPECIFIC THE BETTER).
Dear {{first_name}},
You and your team have really accomplished something. The feature/product/press mention yesterday is
making a big impression among the people I talk to. I wanted to reach out and say congratulations.
My company has been doing pretty well also. We recently announced [customer/competitor] as a client
for our [product]. Maybe something like this could help you continue your impressive momentum?
Id like to follow up about this with a quick phone call. We can cover the important issues in 20 minutes.
Can I call you next Tuesday at 8am EST?
All the best,
Matthew
w/ permission from Matthews blog

Matthew Bellows, Yesware

Keeping in Touch Sales Email

Subject: A Business Week article for you

Hi {{first_name}},
Congratulations again on your news last week. It really made an impression on me Ive found myself
thinking about your company a fair amount since then. Heres a Business Week article that thoughtfully
describes some of the same opportunities that your announcement addressed [link]. Am I reading this
right?
[Then ask a question about how the article impacts the persons company]
Hope you find it interesting!
Matthew

Matthew Bellows, Yesware

Handling Pricing Objections

Subject: Addressing your comments on pricing

Dear {{first_name}},
I just got your email, and before you get swamped with other things, I wanted to ask you a couple of quick
questions about your pricing comments:
1. Is our total package price too high, or mainly the way I proposed the payments would be structured?
2. Are there aspects of the overall proposal that didnt resonate as much with your team?
Sometimes I get too carried away with all we could do together. By staging the rollout, we could lower our
price while still leaving the option to expand later. As to your comment about breaking down the price by
billable hours, I find thats not always the most helpful way to view our value. Im happy to go into my
thinking here when we next talk.
Are you free for a call tomorrow at [time]?
Matthew

Matthew Bellows, Yesware

Getting Back in Touch

Hi {{First Name}},
I hope this note finds you well. You guys have been busy since we last talked! I saw your announcement
of {{expansion, recent funding, new partnership}}. Congratulations! Things have been going well over
here too we released {{new feature of relevant product}} and have been getting great feedback from our
customers.
Are you going to be {{industry event or in city companys HQ}} in two weeks? Im heading out, and Id love
to ask you about {{companys announcement}}. I have a thought about how it might dovetail with some of
the R&D work were doing here. Let me know if youll be in town.
All the best,
{{Your Name}}

Matthew Bellows, Yesware

Handling Lack of Need

Dear {{First Name}},

Thanks for your note earlier today. Since our last conversation, Ive been doing more research into your
competitors, and I found this interesting link www.{{competition capability}}. It struck me that some of the
ideas we discussed could be quickly leveraged to provide you with an even more compelling value for
your customers.
The ultimate outcome of our collaboration would be much more than just this one feature, but heres a
very quick win that could benefit us both.
Can we arrange a call to discuss this further? Say next {{date}} at {{time}}?
{{Your Name}}

Matthew Bellows, Yesware

Handling a Lack of Urgency

Hi {{First Name}},
Since our last conversation, Ive been building out the financial model of the impact our partnership can
have on your business. I know you get these things all the time, but this time Ive used your assumptions
and results even more conservative than weve had with a similar implementation. The end result is that
after only three months of working together, the project will be cash positive for you guys. Over {{X}}
years, we can drop more than ${{thousands, millions}} to your bottom line! Those are the kind of results
that will get us both big promotions!
Lets at least get the implementation team scheduled for a preliminary discussion. And I would be happy
to review my spreadsheet with you before the meeting.
{{Your Name}}

Matthew Bellows, Yesware

Handling a Lack of Trust

Hey {{First Name}},

It was great to hear back from you earlier today. Were in the middle of a big {{true-life company event /
offsite planning / sales training / etc.}} so I was excited to be back in touch with the real world! In thinking
further about our conversations so far, I thought that the most relevant experience our company has had
was with {{XX}}.
{{X}} years ago, when we were quite a bit smaller, we started working with them. They were tough on us,
but we grew a ton from the experience, and the product suite weve since been discussing really matured.
In fact, their CEO recently said {{"Our partnership alone is directly attributable for 10% of our revenue
growth."}}
{{Your Name}}

Customer Support Emails

AppSumo Support, AppSumo
Asking for Customer Feedback

Subject: Re: Concerning a recent purchase

Hi Mark-It does look like this purchase was refunded to you on October 15, but I just wanted to follow up and
make sure you're seeing the credit on your end of things as well.
I've also added a $10 credit to your AppSumo account as an apology for this having taken so long. This
should definitely not have taken as long as it did, especially not for someone who's been as great a
customer to us as you have.
Please let me know if there's anything else we can do for you!
Lora

Hello Lora. Thank you for checking in. I have received the refund. The $10 credit is unexpected and very
kind of you. Thank you. Will that simply be applied against my next purchase? Or how do I use that?
While it took a little longer than everyone expected, Noah always kept in close contact with me. So I was
always aware of what was going on. This really helped keep me from having any concerns.
I really like AppSumo and feel all of you there provide great products for very reasonable prices. As I am
an "Old Sumo" trying to learn some new tricks, I find your site to be an excellent source.
Again, thank you for the unexpected credit toward my next purchase and for following up to make sure I
did indeed receive the refund. It is rare that such care is taking in the online world. I greatly appreciate it.
Mark

222233

Nick Francis, HelpScout

Server Downtime Email

Subject: We Messed Up
Hey [FIRST NAME],
You have every right to be upset. I sincerely apologize for the issues we had with the website yesterday.
We clearly didn't have the necessary infrastructure in place to handle [SPECIFIC ERROR].
Anytime something like this happens, we learn a lot about how [PRODUCT NAME] can get better.
Yesterday was no exception and we are already hard at work on changes to prevent this from happening
again.
Finally, we have credited your account $25, which will be subtracted from your next bill. Hopefully this
lightens the blow a little and shows how serious we are about keeping [PRODUCT NAME] up and
running.
My personal phone number is XXX-XXX-XXXX. If you have any further questions or feedback, it would be
my pleasure to listen. Thanks very much for your time.

Joshua Kaufman, The Personal MBA

Server Downtime Email

{{Customer's Name}}
I owe you an apology. {Explain exactly how and why you screwed up - just the facts.} That's not an
excuse, just an explanation.
Let's fix this now:
1. {Resolution action #1. Add additional actions as necessary.}
2. I'm processing a full refund - your {product} is on me. An email receipt will be sent from my credit card
processing system. You should see a credit to your card on file in 2-3 business days, once the banks
settle accounts.
My sincere apologies. I hope you enjoy the {product}. If you have any other questions or concerns, let
me know.
All my best,
{Name}

Clay Collins, The Marketing Show

Turning an Angry Customer
into a Raving Fan

Subject: Re: this is not acceptable You are SO right!

Hi Sam,
Thank you so much for letting me know that you were unable to get on todays coaching call. I
understand how absolutely frustrating that must have been when youve waitedwith much excitement!
to speak with our head coach so that you can move forward with the next step in your businessonly
to find out that you cant even get on the call! Im truly mortified this happened to you and Im hoping youll
accept my apology. We have high standards for how we want to always treat our customers and I want to
assure you were going to make things right.
We pride ourselves on over-delivering on all weve promised, so for this to happen is absolutely
unacceptable. Let me explain what occurred and then Ill let you know how we want to make it up to you.
This morning was the first time weve had to update this particular piece of software, and what we didnt
know is that when someone registers after the update has been put into place, their information is not
immediately passed on so that the proper call information can be sent to them. Thats what happened to
you this morning. To avoid this ever happening again, we will now only update our software immediately
*after* the weekly coaching call so that no one will ever be excluded again. Im really sorry that we had to
learn this the hard wayand at your expense!
Heres what Id like to do to make it up to you: Id like to offer you a private one-on-one call with
_________. He can answer all of your questions so you wont need to wait another week for the next
coaching call. As you know, _______ is absolutely amazing with his fierce business acumen and
thorough knowledge of online marketing, and I know youll be blown away by all youll take away from
your private coaching call with him. He is available today from 4-7 p.m. or tomorrow from 8-11 a.m. Do
you have any time available during these hours? If not, let me know when you are available and Ill get to
work setting up this call SOON for you!
Again, Sam, Im really sorry that this happened. If theres anything Ive missed or something else I can do
to make this up to you, please do let me know. Finally, I also want to offer to speak with you on the phone,
if you prefer that over email. Just say the word and Ill give you a call!
Warmly,
{{First Name}}
-Full name
Full contact information, including phone number

AppSumo Support, AppSumo

From the Trenches Customer Feedback

Hi Joe-As we really can't offer any timeframes for when, if ever, transcription will be available on these two
courses, we've gone ahead and added both of them to your account, free of charge!
All we ask is that should you decide to have the videos transcribed, you'll consider sharing the transcripts
with other deaf or hearing-impaired Sumos you come across so that they, too, can get value out of the
courses. (:
Please let us know if there's anything else we can do for you in the meantime!
Lora
P.S.: A lot of the content found in the "Blueprint" can also be found in the text article on which the course
was based: http://www.fourhourworkweek.com/blog/2011/09/24/how-to-create-a-million-dollar-businessthis-weekend-examples-appsumo-mint-chihuahuas/

Wow! Thanks for coming up with winning solution.

"All we ask is that should you decide to have the video transcribed, you'll consider sharing the transcripts
with other deaf or hearing-impaired Sumos you come across so that they, too, can get value out of the
courses. (:"
Thank you for the permission to sharing the paid products. I really appreciate it. It is deaf culture that we
share information with each other to help us stay two steps ahead.
I really appreciate the equality of service. In return, you will see value of 26 millions deaf Americans who
probably one day consider to seek an enhancement or learning new stuff for their business. App Sumo is
probably the company that have the most transcribed products. App Sumo is the business that maybe will
be recognized for accessibility, avenues of info-product delivery, and brilliant schemes that no one thought
of.
Many thanks and best of luck,
Joe

Miscellaneous Emails
Clay Collins, The Marketing Show
Follow-Up Email

Hey Robert!
It was really great to sit down and talk with you yesterday. I really appreciate your time as I know how
precious it is, especially in light of you raising 3 great little girls on top of building your business, all while
youre training for a marathon--wow!
I thought Id quickly outline what we agreed upon as our next steps:
1. Ill have my copywriter get the initial email to you by the end of this week, on {{date}}.
2. Youll review it and either approve it or make changes to it by the middle of next week, on {{date}}.
3. Lets follow-up via phone on next Friday, {{date}}. Would 1PM Eastern time work for you? If not, let me
know a good time for you and Ill see if I can make it work.
I think if we tackle this huge project one piece at a time well both enjoy the process--and the rewards-that will come from completing this together! Im really looking forward to building this partnership with
you. I know we have lots more to talk about, but the above gives us a great starting point.
Dont hesitate to let me know if you have any questions at all. In the meantime, get out there and hit the
road, running just a few more miles!
Best,
{{Your Name}}
-Full Name
Full Contact Info.

Noah Kagan, AppSumo

Business Development Email

Subject: Gambit 2 - Follow Up

Wilson,
I really enjoyed our conversation this morning. Almost wish it was a weekly thing, no flattery included ( :
A quick test is easy given sometrics and should show revenue improvements (hopefully). We will be
adding video and other features in the near term.
Looking at the Offerpal wall I could ensure we'd at least do 10-15% more than them. This is based solely
on how much they give on offers which is 67-74%. Plus, we will have the switch to show all offers and
other transparency goodness you may want.
Let me know if you have any other concerns. I think we still have a signed / outstanding contract from
before. I'd really like the opportunity to prove you guys right.
Cheers,
Noah

Subject: Re: Gambit 2 - Follow Up

Hey Noah
Sorry for the delay
Last week was a short week.
I had to fly out to NYC on a red eye Thursday.
I enjoyed our conversation as well.
Let me see what incremental revenue would the metrics your sharing provide.
I've not made a decision yet on what my next step and timeline would be, though I'd like to be able to do
so in the coming weeks.
I will keep you posted.
Thanks
Wilson

Andy Clarke, Stu and Nonsense

The Most Eective Debt Collection Email
audio link

Hi {{first_name}},
A quick note to say that I am really disappointed that you have still not paid me the {{$XXX.XX}} that I'm
owed for the work I did for you. In the grand scheme of things, it's not a lot of money, but actually I think
that this is more a matter of respect.
I have always been there at the drop of a hat to sort out any problems you might have. I love working with
you and have always taken our relationship as more than just client/supplier. But if I can't rely on you
paying promptly or it takes several attempts and reminders to get my money, that's not good business.
I'm not saying that I don't want to work with you, I do. But if I don't receive what I am owed within the next
couple of days, I will have to think twice about helping you in the future.
Kind regards
Andy Clarke

w/ permission from Andys blog

Allan Branch, LessAccounting

Qualifying Leads for Web Projects

Subject: Re: Project Inquiry

Hey Fred,
Here are a few questions to get this process started.
1.
2.
3.
4.
5.
6.
7.

Give me three sentences describing the project.

When is launch?
Are we designing and developing it?
Who is hosting?
Have you run a software project before?
Is your budget over $50,000 for the initial launch?
How did you find our site?

Thanks,
Allan

w/ permission from Allans blog

Andrew Chen, Startup Advisor

Hiring Designers/Developers

I found your site on [Site] and thought I'd reach out...

[Insert bio here]
I'm putting together a team here, and I wanted to know if you'd be interested or if there are any web
designers/devs that you'd recommend we speak to?
We're looking for people who are experts at HTML/CSS, jQuery/Javascript, and have a good sense for
visual design. We do visas/relocation when there's a fit.
[Insert 1-sentence description of idea here]
Let's plan to chat on phone/Skype to learn more about each other. In the meantime, can I ask you a
couple questions to make sure I understand your skillset?
1) Do you have any sites you've worked on that you could show me? Anything that you're particularly
proud of?
2) If you have a resume/CV that would be great too. If not, it'd be good to understand- do you have formal
training in design or engineering, and have you worked anywhere notable for internet products?
3) A couple questions re: skillset- it's OK if you don't have all of these skills, it's just good to get a general
profile. Please rate yourself from a 1-5 on each of the following (5=expert):
- Visual design: Photoshop/Fireworks, layout, look/feel, icons, etc.
- UI implementation: HTML and CSS3
- Frontend dev: jQuery/Javascript
- RIA: Flash/Flex, HTML5 canvas, etc.
- Server-side dev: Rails/PHP/etc.

Nick Francis, HelpScout

Asking for Customer Feedback

Subject: Have any feedback?

Hey {{first_name}}!
Thanks so much for taking the time to try {{product name}}. I really appreciate it.
I was wondering if you might have 15 minutes this week to chat about your experience so far. It's critical
that we get the product right for people like you, so any questions, criticisms or feedback would be
amazing!
I'm free for a quick call {{3 suggested times}}. There may be a $10 Amazon Gift Card in it for you as a
thanks for your help. :-)
Have a great day!

AppSumo Sales, AppSumo

Havent Heard from You in a While...
audio link

Subject: Havent Heard from You

Bump.

Laying Someone O and Notifying the Team

Subject: {{First Name}}s Departure

Regrettably, today will be {{First Name}}'s last day with us at {{Company}}.
As you may know, we have been on the "bubble" of adding a third marketing person for the past 2-3
years. Our volume has been such that it could be justified at certain periods of the year and not needed
for the rest of the year. We added the third position in anticipation of keeping them very busy. That has
not developed in the way we had hoped, and there was not sufficient demand for a third marketing hire
full time.
It is always difficult to make these calls. {{First Name}} is a quality person and I will assist him in finding
the right job for his future -- and would ask the same of you. I have asked him to come back in the near
future to say his good-byes, and he said he would do so.
For the short term, {{Person 2}} will take over {{First Name}}s projects until a long term plan is in place.
Thanks.

Key Takeaways
1.
2.
3.
4.

Offers a legitimate reason for having to let someone go.

Lets the team know this decision was not an easy one.
Praises the person and lets team know theyll be working to help find their next career opportunity.
Tells how the team should adjust and assume the responsibilities of the person who was let go.

Terrible Emails
Anonymous
Terrible Sales Email

Subject: Taylor from AppSumo

Hi Jim,
I wanted to follow-up on my voice mail to you regarding your companys future plans. As your AppSumo
Inside Sales Representative I look forward to further conversations around this topic.
Id like to invite you to watch the following short videos which briefly talk about the benefits that our
AppSumo deal bundle and the solutions we could bring to your business. (Link to Video clips of product
demo appears here.)
Please feel free to contact me with any questions regarding our products and services. I encourage you
to look at the other offerings that we have featured on our website and see how we can help your
organization reduce costs, increase productivity and expand efficiency.
I look forward to working with you in the future and am available to assist with any other questions that
you may have.
Regards,
Taylor

Key Takeaways
1.
2.
3.
4.

Its all about me. Focus is not on the customer.

Sentences are too long.
Its boring.
No clear call to action.

Anonymous
Terrible Sales Email

Subject: Taylor from AppSumo

My name is Taylor Brooks and I am a account manager at AppSumo here in Austin. [So?] We help web
businesses get tons of customers by marketing them to our email list. [Hmm, mm?] I was just wondering
who I needed to get in contact there to introduce myself. [No one, because Ill probably delete this
email.] Ill do everything I can to bring you hundreds, if not thousands of customers and new sales. If this
interests you in any way, please call me directly and well get the process underway. [It doesnt interest
me and I still dont know what you do.] Have a great day and I hope for the chance to work with you
soon!
Cheers,
Taylor

Key Takeaways
1.
2.
3.
4.
5.

This was addressed to no one... You havent even looked for a first name?
Look how many first person pronouns there are: I, me, my. No one give a shit about you.
Its too long and hard to read. Who talks like this anyway?
The email is too general. It looks like it was sent to 1000s of people.
No clear call to action.

Anonymous
Terrible Sales Email

Hello {{First Name}},

This is Taylor with AppSumo and I just wanted to touch base with you regarding your interest in
(company).
I know you guys had expressed interest a while back and I wanted to make sure I can answer any
questions for you or get you up to a trial account.
Let me know if you need any help with these steps and Id be happy to assist you.
I look forward to hearing from you.
Regards
Taylor

Key Takeaways
1. Just touching base is not specific enough. What are you touching base or checking in for? Be as
specific as possible when writing emails.
2. I know you guys had expressed... Is this grammatically correct?
3. Whats the goal here? What do you want the customer to do? The call to action is too vague.
Customers arent going to take the time to list out the next steps.