Follow-upTone: friendly
Follow-Up: Advisor Introduction
Follow-up after warm advisor introductions.
36% avg. open rate11% reply rate101 words28 sec read
Subject Line
Following up after {{advisor_name}} intro
Email Body
Hi {{first_name}},
{{advisor_name}} mentioned this could be relevant for your team.
Happy to share a concise summary so you can decide whether a call is worth it.
To make this easy, here are two options:
1) Reply "interested" and I will send a concise next-step plan.
2) Reply "later" and I will follow up at a better time.
To make this easy, I can send a one-page summary covering current status, dependencies, and the most efficient next step.
If you reply "yes", I will send it right away; if timing changed, reply with a better window and I will follow it.Replace all {{variables}} with your actual information before sending.
Why This Template Works
1
Adds context from prior touchpoints so recipients do not need to re-read earlier emails.
2
Introduces new value in every follow-up instead of repeating the same ask.
3
Gives a direct yes or no next step to reduce response effort.
Best Practices
- ✓Space follow-ups 3 to 5 business days apart.
- ✓Shorten each follow-up instead of making it longer.
- ✓Use one clear CTA in each message.
Frequently Asked Questions
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