Warm follow-up email prompts

Every interaction leaves an impression. Now it's time to build on that foundation and move your prospect closer to a decision. With AI as your co-author and smart prompts as your secret weapon, you'll create warm follow-up emails that are impossible to ignore. Get ready to re-engage, reassure, and ultimately, close the deal.

Use Case: 
Inbound
Channel: 
Email
Play: 
Follow-up on initial interest

User prompt #1: Subject line

Think of a user prompt as a specific set of instructions you give your AI for how it should write a piece of content – in this case, the subject line of an inbound lead response email.

For example, this type of user prompt should include directions for handling details like:

  • Whether the subject line should include the recipient’s name or not; 
  • The ideal length for a subject line; 
  • Whether to reference the action the user took to trigger the outreach; and,
  • What types of information to highlight in the subject line to generate curiosity, build trust, and encourage a click-through.

Ultimately, this kind of direction and guidance can help the AI craft high-quality subject lines that capture your prospects’ attention and drive engagement.

User prompt guidelines

  • Specify the context: Clearly state that this is for a warm follow-up email.
  • Reference previous interaction: Ask the AI to mention or allude to the last point of contact (e.g., initial meeting, previous email).
  • State the email's goal: Specify the desired outcome (e.g., schedule a first or second call, move to the next stage in the sales process).
  • Set character limits: Typically, aim for 40 characters or less to ensure full visibility on mobile devices.
  • Request personalization: Ask for a placeholder (e.g., {{Name}}) to be included for personalization.
  • Specify tone: Describe the desired tone (e.g., professional, friendly, urgent) to match your follow-up strategy.
  • Ask for action-oriented language: Request the use of strong verbs to create a sense of movement.
  • Encourage curiosity: Instruct the AI to create subject lines that pique interest and prompt opening the email.
  • Emphasize value: Ask the AI to focus on the benefits or value proposition for the recipient.
  • Include urgency: Request elements that create a sense of timeliness or limited opportunity, if appropriate.
  • Avoid clickbait and spam triggers: Instruct the AI to avoid all caps, excessive punctuation, or commonly flagged spam words. Explicitly state that clickbait tactics should be avoided in favor of honest, value-focused language.
  • Encourage questions: Suggest the use of engaging questions in some variations to prompt a response.
  • Highlight next steps: Ask for subject lines that hint at the next steps in the sales process.
  • Incorporate social proof: If applicable, ask for the inclusion of industry leaders or impressive statistics relevant to your follow-up.
  • Specify industry focus: Mention the industry or niche to ensure relevance (e.g., SaaS, manufacturing).
  • Consider emoji use: If appropriate for your brand and the prospect, ask the AI to suggest versions with and without emojis.
  • Align with body content: Remind the AI to create subject lines that set accurate expectations for the email body.

Remember, the more specific and detailed your prompt is, the better the AI's output will be. Don't hesitate to iterate and refine your prompt based on the results you get. Prompt engineering is often an iterative process, and you'll improve with practice.

Prompt template: User prompt for a subject line

Create 5 email subject lines for a warm follow-up email. We had an initial discovery call with the prospect last week about our project management software. Our goal is to schedule a product demo. Use a professional yet friendly tone. Each subject line should:

  • Be 40 characters or less
  • Include a personalization element (use {{Name}} as a placeholder)
  • Reference the previous call or conversation
  • Have a professional yet slightly urgent tone
  • Create a sense of value or opportunity
  • Use action-oriented language

Avoid spam triggers and clickbait tactics. Focus on the value we can provide or a key benefit of our project management solution. If appropriate, include a number or statistic. Ensure each subject line is unique and test-worthy.

Examples of subject line outputs

“{{Name}}, ready to boost productivity by 30%?” 

“{{Name}}, let's build on our conversation”

“Your custom demo is waiting, {{Name}}”

“{{Name}}, 5 minutes to streamlined projects”

“Next steps for {{Name}}'s team efficiency”

User prompt #2: Email body

Think of a user prompt as a specific set of instructions you give your AI for how it should write a piece of content – in this case, the email body of a warm follow-up email.

For example, this type of user prompt should include directions for handling details like:

  • The salutation and closing for the email;
  • What information should be conveyed in each paragraph; 
  • Any additional prospect-related information to reference in order to generate curiosity, build trust, and encourage a response; and,
  • What kind of CTA to include.

Ultimately, this kind of direction and guidance can help the AI craft high-quality emails that capture your prospects’ attention and drive engagement.

User prompt guidelines

  • Provide section-by-section instructions: Break down the email structure and give specific guidance for each paragraph or section (e.g., number of sentences per paragraph). This ensures a logical flow and comprehensive coverage of all necessary points.
  • Personalize the approach: Provide specific details about the prospect, such as their name, company, and any known pain points or interests discussed in previous interactions.
  • Clarify the goal: Clearly articulate the email's objective, such as scheduling a product demo, providing additional information, or moving to the next stage in the sales process.
  • Provide interaction history: Include relevant context from previous interactions with the prospect, such as key points discussed or questions raised.
  • Specify unique requirements: Mention any unique requirements for this email, such as addressing specific concerns raised in the previous email or conversation.
  • Highlight time-sensitive information: Mention any time-sensitive information or offers that should be included in this follow-up response.
  • Customize based on sales stage: Provide information about the prospect's current stage in the sales funnel to tailor the message appropriately.
  • Leverage relevant insights: Include any insights gained from the previous interaction or recent developments that could be valuable to the prospect.
  • Set guidelines for handling objections: Instruct the AI on how to subtly address any objections or concerns raised in previous interactions or emails.
  • Specify follow-up actions: Indicate any desired follow-up actions or next steps you want to be included in the email.
  • Request specific examples: Ask for the inclusion of case studies, testimonials, or specific product features that align with the prospect's interests or challenges discussed previously.
  • Specify call-to-action details: Clearly state what action you want the recipient to take and how it should be presented in the email.
  • Request a P.S. or postscript: If it’s in your brand’s tone and style to include a postscript, make sure to ask for a compelling P.S. that adds value, creates urgency, or reinforces the main call to action. If it isn’t in your brand’s style, give the AI instructions to not include one.

Remember, the more specific and detailed your prompt is, the better the AI's output will be. Don't hesitate to iterate and refine your prompt based on the results you get. Prompt engineering is often an iterative process, and you'll improve with practice.

Prompt template: User prompt for an email body

Create an email body for a warm follow-up email. We had an initial discovery call with the prospect last week about our project management software. The email should aim to schedule a product demo. 

Structure the email as follows:

  • Choose between no salutation or 'Hi' followed by the recipient's {{first name}}.
  • **First Paragraph**:
    • Reference a specific point or challenge the prospect mentioned during the discovery call, relating it to the {{Pain Point}} of the {{Persona}}.
    • Write only one sentence and skip a line before the next paragraph.
  • **Second Paragraph**:
    • Ask a question that builds on the discussed {{Pain Point}}, focusing on how it might be impacting their current project management processes.
    • Keep it to one sentence and skip a line before the next paragraph.
  • **Third Paragraph**:
    • Briefly describe a potential negative business outcome if the {{Pain Point}} isn't addressed, based on what you learned in the discovery call.
    • Keep it concise, two sentences maximum, and skip a line before the next paragraph.
  • **Fourth Paragraph**:
    • Explain how your project management software specifically addresses the {{Pain Point}} discussed. Use the {{Value Proposition}} to highlight key features relevant to their needs.
    • Keep it to two sentences maximum and skip a line before the call to action.
  • **Fifth Paragraph**:
    • Provide a soft call-to-action to schedule a product demo, referencing how it could help address their specific challenges.
    • Keep it to one sentence, making it easy for the prospect to respond.

System prompt

Think of system prompts as the directions you give your AI regarding the specific format, structure, voice, and tone you want the AI to capture in your warm follow-up emails. 

System prompts are typically set once and rarely changed, serving as the AI's constant frame of reference.

By providing this level of direction and detail, the AI will have the context it needs to be able to adjust its communication style so that it creates compelling and contextually appropriate messaging for each prospect.

System prompt guidelines

  • Define the AI's role: Clearly specify the kind of role your AI needs to play. For example, you could tell the AI that it's acting as a sales professional specialized in crafting follow-up emails.
  • Define the context clearly: Specify the type of email (e.g., follow-up); the stage in the sales process (e.g., post-discovery call); and any relevant industry or product information.
  • Set the tone: Establish the overall tone and style for all responses, such as professional yet friendly, with a sense of urgency.
  • Establish content standards: Set universal content parameters, like typical email length or required elements (e.g., personalization, call-to-action, reference to previous interaction).
  • Ensure compliance: Outline compliance guidelines and any company-wide policies that should always be followed.
  • Structure the response: Specify the general structure for follow-up emails, including standard sections or formatting.
  • Incorporate brand voice: Provide guidelines on how to incorporate your brand's unique voice and values into all communications.
  • Set language preferences: Specify preferred language choices, including any industry-specific terminology or phrases to use or avoid. Instruct the AI to emphasize outcomes and value rather than just listing features.
  • Establish data handling protocols: Outline how sensitive customer information should be handled and referenced in emails.
  • Define personalization depth: Set guidelines for how deeply the AI should attempt to personalize based on available information.
  • Outline follow-up strategy: Provide guidance on how this warm follow-up email should set up potential future follow-ups.

Prompt template: System prompt for a warm follow-up email

You are an experienced sales professional expert at writing concise, convincing follow-up emails. You can weave together previous interactions and new information into a compelling narrative that moves prospects through the sales funnel. You write at a 6th grade reading level so that everybody can understand, but maintain a professional tone.

Use fields from the provided JSON content data to ensure accuracy.

Strictly adhere to the following guidelines unless otherwise instructed:

  • **Tone**:
    • Be curious and direct, do not be complimentary or impressed by them. You are their peer.
  • **Formatting**:
    • This is a warm follow-up email; we had a discovery call with the prospect last week.
    • The goal of the email is to schedule a product demo. 
    • Keep the email under 90 words.
    • Do not create facts or statistics. Use only the information provided.
    • After every sentence, skip a line.
  • **Salutation**:
    • Directly address the prospect using first name.
    • Use no salutation like "hey" or "Hi"
    • Use only the first name in the salutation.
    • Directly after the salutation add a - and start the next sentence.
  • **Email Body**:
    • Do not use sentences starting with "I hope," "Hope," or "As a."
    • Do not introduce yourself.
    • Add a new line after the email body, before the closing.
  • **Signature**:
    • Use only the first name in the sign-off.
    • Add a signature at the end of the email. Do not use the words "[Signature]" or "Signature" to label it.
    • Do not include the sender company's value proposition or slogan in the signature.
    • If including the company name in the signature, add it on a new line.
    • Do not include URLs in the signature.
    • Cycle through the following closing keywords: "Best Regards," "Thanks," "Regards," and "Sincerely."
    • Do not add a P.S. at the end of the email.
    • Do not add the current date at the end of the email.
    • Do not include a blank line after the salutation or the closing.
    • Do not write the subject.

Examples of warm follow-up emails written by AI

To show you how this all works together, we used the sample user and system prompts we showed you earlier and plugged them into a Regie.ai AI Sales Agent. 

Below, you’ll find three examples of warm follow-up emails Regie.ai was able to generate based on those prompts. (All names and company information were made up for the purposes of these examples.)

Subject line: Following up on last week’s call

Matt - Last week you mentioned the challenge of streamlining project coordination at DataPulse.

How is this impacting your team's current project management processes?

If not addressed, it could lead to missed deadlines and reduced productivity.

Our software directly tackles these issues by enhancing communication and task tracking. This ensures that every project aligns with your strategic goals.

Can we schedule a demo to show how this can specifically benefit DataPulse?

Sincerely,

Katie

ProjectPro

Sample email #1

Subject line: Proactive project risk mitigation

Lee - during our last conversation, you mentioned the challenge of streamlining project communication.

How is this affecting your team's current project management processes?

Without effective communication, projects can easily go off track, leading to delays and increased costs.

Our software tackles this by centralizing communication and ensuring all team members are aligned. It effectively reduces miscommunication and project delays.

Could we schedule a demo to show how it can specifically address your needs?

Best regards, 

Morgan

‍ProjectPro

Sample email #2

Subject line: Solving your workflow bottlenecks

Taylor - During our call, you highlighted the challenges of collaboration across distributed teams.

How is this impacting your project timelines and team morale?

Poor collaboration can result in miscommunication, duplicated efforts, and project delays, potentially affecting your bottom line.

ProjectPro's integrated communication platform centralizes all project-related discussions and file sharing. This feature significantly improves team coordination and information flow.

Would you like to schedule a demo to see how ProjectPro could boost InnovaCorp's team collaboration?

Regards, 

Emily

ProjectPro

Sample email #3

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