Level 2 · follow-up or refusal

Follow up with a prospect: an annotated email example

Follow up without being pushy.

The situation

Celine GarnerProspect — HR Director

Ten days ago you sent Celine a proposal for a payroll software. No reply. The launch offer is valid until the 30th. You'd like a 15-minute call.

Polite but very busy. She replies when replying is easy.

Goal
Follow up without being pushy.

The winning structure

A good email for this situation includes these elements, in this order:

  1. A greeting with the recipient's first name.
  2. A reminder of the proposal
  3. The offer deadline (the 30th)
  4. A short call suggested
  5. A clear ask at the end: a question or an action with a deadline.
  6. A short sign-off, then your name.

Common mistakes

Practise this situation →

Write your own version: the recipient reacts and you get a score out of 100.

The annotated example

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Subject : Payroll software: offer valid until the 30th

Hi Celine,

  • Greeting by first name: the reader knows it's for them.

Following up on the payroll software proposal I sent ten days ago. The launch offer is valid until the 30th.

  • Includes: a reminder of the proposal.
  • Includes: the offer deadline (the 30th).

Do you have 15 minutes this week for a quick call? I'll answer any questions you have.

  • Includes: a short call suggested.
  • Clear ask: the reader knows what to do.

Best regards,
Alex

  • Short sign-off, then the name.

Why it works : 42 words against a target of 80, 6 words per sentence on average, no filler phrases.

Other situations at the same level

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