Book meeting email templates

Browse the best performing book meeting email templates.

40 email templates
Should I speak to [[referral name]]?

Hi {{first_name}},

Would you be the right person to connect with regarding lighting & energy management at {{company}}?

This is [[name]], [[position]] at [[company]], a local Nashville company. We consult on energy efficiency and clean energy projects, working to help our clients reduce their utility bills by 10-50%. We like to call it “Total Energy or TotalE.” Do you have a “Total E” strategy?

Have you converted to LED lights? What percentage of your utility and maintenance budget is HVAC? Imagine if you could cut that expense by 30-50%. We’ve helped our clients do such things.

I’d like to set up a quick phone call or meeting to discuss your firm’s “Total E” goals. Thanks for connecting me to the right person.



Hi {{first_name}} / connection through [[name of colleague on platform]]

Hi {{first_name}},

Saw that you work with [[name of colleague]]! [[Colleague]] has been using [[your company]] to [[improve KPI]] for a while now, and I would love to hook you up so you can do the same.

Have you had a chance to check [[your company]] out? :)

I'm happy to hop on a quick call to give you a tour. Plus, we have some free resources some of your other colleagues love that I'll show you, too.

Please pick a time on my calendar that works best for you and I'll follow up: [[calendar link]]

[[your name]]

Ready to discuss [[problem]]?

Hi {{first_name}},

My name is [[name]] and I’m with [[company]]. We work with [[industry]] companies like [[key industry customers]].

We take a different approach to growing companies and aren’t like other [[companies in your niche]]. We move quickly and if we don’t think we can help you, we’ll be upfront about it.

Are you free for a chat [[time options]] about [[topic]]?

All the best,
[[your name]]

Congrats on [[new role]]

Hi {{first_name}},

Congratulations for your new role at {{company}} as {{position}}.

At [[your company]], we are helping the industries like [[your existing customers]] in fixing the issues [[pain point in one sentence]].

{company:"Your company"}} is heading awesome as per our survey report but we found two issues that need to be fixed.

{{first_name}}, could we spend 15 mins on [[date]] at [[time]] to chat about this?

I look forward to hearing from you.

[[your name]]

{{company} + [[your company]]

Hi {{first_name}},

My name is [[name]] with [[your company]].

We help [[specific company type]] with [[one liner]].

I wanted to learn how you handle [[thing your company handles]] at {{company}} and show you what we're working on.

Are you available for a brief call at [[time options]]?

A few tips for {{company}}

Hi {{first_name}},

We've just received an awesome case study which applies to [[lead's industry]] specifically:

[[Case study brand name]] had [[negative pre-existing experience]]. By introducing [[your company tool]], however, they were able to [[positive case study outcome]].

I have a few tips on how you find the same results.

Are you available tomorrow afternoon for a call to go over the specifics of how [[case study brand name]]'s strategy can work for you?


{{first_name}}, real-time customer feedback

Hey {{first_name}},

I’d like to introduce myself as a resource at PeopleMetrics. I work with businesses specifically in the telecom industry and felt like you might have an interest in our services.

I was inspired to spend a few minutes on the website to learn more about how you’re collecting real-time customer feedback. I noticed some areas of opportunity and decided to reach out to you directly.

PeopleMetrics is working with similar companies to help them improve their service experience by assisting them with collecting real-time customer feedback to help maintain and improve business operations.

Do you have 15 minutes to discuss The this week?

Looking forward to meeting,


What is the [[current process]] at {{company}}?

Hi {{first_name}},

I am reaching out to you because I found that you are solely responsible for {{position}} at {{company}}, I was certain you would know more about the current process in place at your company for [[department name]].

As we’ve helped [[name of the existing customer]], I felt you might be interested in improving [[pain point]].

I did good research on your company and I’m sharing a few of my thoughts here which could help you [[solution of the pain point]].

I’d prefer to share a few more ideas with you and spend more time in understanding your current process.

{{first_name}}, could we spend 15 mins on [[date]] at [[time]] to chat about this?

I look forward to hearing from you.

[[your name]]

Educational content for {{company}}

Hi {{first_name}},

Do you use educational pieces of content as a way of finding new clients?

[[Case study business]] worked with us to give away [[educational content example]]. Those interested in downloading the [[educational content type]] would share their name and email address. [[Case study business]] was able to get [[positive result]] in the first month of launching this campaign.

Do you have 15 minutes this week to discuss a few ideas on how to get more email leads for {{company}}?


[[problem]] solution

Hi {{first_name}},

If you’re like most [[lead’s role]], you know how hard it can be to [[deal with the problem your company solves]].

Our [[product/service]] eliminates the stress and improves this by [[one-sentence pitch]]. Here’s what [[customer]] has said about us:

[[customer testimonial about the problem]]

Would you like to also have [[the benefit of your product]]? If yes, will you email me the best time to give you a call next week?

Fan of Beyonce?

Hey {{first_name}},

Based upon your Twitter you're a fan of Beyonce - inspiring me to reach out to you here.

What would Beyonce be without her team? Well...everything...she's Beyonce. However, her team does a lot for her.

Yesware is the Beyonce of sales tools! Our platform provides real-time transparency into a reps' most engaged prospects, and gives detailed reporting so managers can be more strategic with their coaching. Features like email tracking, click-to-call, and mail merge make your reps more effective in their outreach - making them ready to boost their fame and go on tour (much like Beyonce and her team).

{{first_name}} - might you be willing to connect for just a few minutes to talk about how we can get your team onto Queen B's level?


Deal with Google penalties

Hi {{first_name}},

With the new Google updates and penalties, working around them by [[better way to deal with problematic bottleneck or issue]] is time-consuming.

Our [[company app service]] has developed a way that lets you [[fix bottleneck or issue]] without [[cost of less-optimal way to fix bottleneck or issue]].

We’ve helped companies like [[company name]] achieve [[results of the better way]].

Are you able to lend me your ear for 15-20 mins this week? I would love to see if we can help you too.

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How to write a cold sales email template?

  • Write subject lines like a real person. Provide a quick overview of your email content, keep it short and simple. You can even ask a relevant question or mention a mutual connection in your subject line.
  • Create a perfect opening line. Make your prospect interested in reading your sales email from the very first line. Explain the context of your email shortly, build the trust, or refer to someone or something they already know.
  • Keep your email short and easy. A good sales email provides additional context on who you are, clarifies the problem you’re solving, and highlights the benefit to the prospect.
  • Include a powerful CTA. Create a single and powerful call-to-action that will be clear to your prospects.
  • Don’t forget about your signature. Besides a typical signature where you mention your name, company, and website, you can add a link to your latest case study, video, or webinar recording.

Read more: How to Write a Cold Email That Converts (Without Being Pushy)

How to write sales email subject lines?

  • Make your subject line personal. Mention the prospect’s name, company, or offer relevant to them. Write subject line like a real person (even if you automate your outreach), double-check if you don’t have brackets showing form field labels, extra spacing, or the wrong name in a subject line since it all show an apparent lack of care.
  • Ask questions in your subject line. Having a relevant to your prospect question can dramatically improve your open rates; you just need to intrigue prospects with the content behind your subject line.
  • Keep subject lines short. Best subject lines have something in common - they are short and straight to the point. It’s much easier to catch prospects’ attention this way. Besides that, it’s important to keep subject lines short because they will get cut off if they are too long, especially on mobile devices.

Read more: How to Craft Perfect Cold Email Subject Line