Welcome to our straight-forward ”how to write an email” guide.
It’s not just emailing—it’s your key to unlocking multiple doors.
Get it right with concise, personalized, and courteous emails and hit your goals with a single send.
Ready to amplify your impact? Let’s jump in.
1. Start With Your Goal
Begin your email with your goal for clarity and direction. Ensure that your message is focused and actionable from the start.
2. Clear and Relevant Subject Line
Use direct titles, limit words, ask engaging questions, be transparent to build trust and grab attention.
3. Personalize Your Intro
Reference a shared interest, recent event, or a notable point from your last conversation. Show that you've done your research.
4. Know Your Recipient
Find out their role, their challenges their needs. The better you know your recipient - the more you get from your email.
5. Nail the Tone
Adapt the tone to fit your goal. For most scenarios, the tone should be a mix of concise and conversational.
6. Format
Use legible format (Arial or Times New Roman) in a size that's comfortable to read (around 12). Use white space smartly to distinguish your ideas and esure the logical flow of your thoughts.
7. CTA
End your email with a crystal clear call-to-action!
8. Follow-Up
Initiate your follow-up in a new thread, with a friendly and polite reference to a previous conversation you had with your prospect.
Think of your subject line as the make-or-break component of your email. It's the first impression - that crucial first handshake. Will it spark interest, or will it fall without a sound?
For B2B sales - check out these real examples of cold email subject lines that all got 80%+ open rates!
Why? It signals relevance and fosters respect.
Why? It’s easier to digest - grabbing attention more easily (+ it’s mobile-friendly!)
Why? To get them to click.
Why? It builds credibility and trust.
Break the ice with a personalized intro line that references a shared interest, recent event, or a notable point from your last conversation. This not only shows you pay attention but also establishes a relatable connection right from the start.
➡️Handy Resource: How to start an email
On top of that - let your email's purpose lead the way, whether it's a casual chat, a business proposal, or a polite ask.
Aim for a mix of concise and conversational – that's your golden ticket in both relaxed and formal settings.
❌Don’t:
“Hi,
I saw your job posting and I'm interested. I've attached my resume. I think I'd be a good fit for the role. Let me know what you think.
Thanks,
[Your Name]”
✅Do:
“Hi [Hiring Manager's Name],
Thrilled about the Marketing Specialist opening at [Company Name], especially after our dynamic storytelling talk at the Digital Marketing Expo!
With 3 years in digital marketing and a campaign that spiked engagement by 40%, I'm ready to add my creativity and experience to your team.
Please see my CV attached - let’s make magic happen!
Best regards,
[Your Name]
[Your Contact Information]”
We’ve covered it all before - be sure to check out our Cold Email Structure Formula if you’re in the business of closing leads.
Simple is gold - your email signature adds credibility & inspires trust. Your name, current role and company name is more than enough to add a personal touch.
Sending cold emails? We have 5 tips to create hyper effective email signatures - take a look!
Pause and reflect before you press send. This comes naturally to seasoned ‘emailers’, if you’ve got some breaking in to do - here’s a routine to ensure fault-free emails.
After completing your email draft, step away for a few minutes. A quick mental reset makes it easier to spot errors when you review the content of your email.
Leverage this tool to check for grammar, punctuation, and style. Grammarly's comprehensive analysis helps refine your email, ensuring it's polished and professional before you hit send.
Before your final read-through, change the font style or color of your email's text. This simple trick refreshes your perspective, helping to catch any overlooked mistakes (be sure to change it back before you hit send!)
Start from the end of your email and read each sentence backwards. This isolates every word, helping you to drill deep into the parts that make up the whole.
Confirm that names, dates, and terms are correct and that the email maintains a consistent tone throughout.
In a project pitch for example, place the client in "To" for decision-making, team members in "CC" for awareness, and your manager in "BCC" for discreet viewing without client notification.
Think of an email thread as your conversation chain, where all related messages and replies are neatly tied together. They're automatically sorted so the newest reply is always front and center. Unfortunately it can get messy real fast.
To curtail confusion, stick to a single topic. If you want to send an unrelated email to the same participant - it’s best to start a new thread.
You also want to keep your threads short. To do this, disclose all the need-to-know information in one message. If you’re working in a team - encourage them to do the same.
Threads can go rogue if we don’t get to the point as fast as possible.
As a rule, start a new thread with your follow-up email for maximum visibility. Then kick off with a courteous nod to your previous email - rounding up the context so your reader is immediately informed. If your past thread contained important attachments - upload them to your new thread if it makes sense.
Refrain from being brash. If there’s some urgency to your message - keep your wording kind and pressure-free. A shorter and more straightforward message will spark subtle urgency all on its own.
Finally, round it off with a crystal clear call-to-action - skip the long winded niceties (unless you’re writing to a friend, in that case - go with your gut!)
❌Don’t:
“Hey,
I emailed you last week and still haven't heard back. I'm waiting on a response. Can you get back to me ASAP? I’d love to be part of your team.
Thanks,
[Your Name]”
✅Do:
“Hi [Hiring Manager’s Name],
I'd like to touch base on my application for the Marketing Coordinator position. I’m eager to hear back, I've attached all relevant documents here for easy reference.
I understand you might be swamped - no rush from my side. Whenever you can, a quick update on the status would be fantastic.
Thanks for considering my application.
Warm regards,
[Your Name]
[Your Contact Information]”
If you haven't explored generative AI yet, now's the time to start.
While researching and personalizing your emails remains key, AI can boost your ideation and break through any writer's block.
Let's dive into the most standout tools:
lemlist's AI generator helps you:
Plus, lemlist offers so much more than AI features. You can use lemlist to find, verify, contact, and convert your leads in 1 platform.
Additionally, if you're not ready to try AI or you just need some more inspiration, you can access lemlist's template library directly from your dashboard. Then simply use the filters to track down your ideal template, preview, duplicate, edit, and launch!
Chat GPT 3.5 offers the capability to generate ideas and refine your language at no cost.
Get email-savvy without the hassle. Access 35+ ready-made cold email templates on lemlist with just a click.
Not on lemlist? Try Toolsaday AI - a free content generator (up to 10k characters a month.)
You can also adapt and save the following examples as templates for easy reuse.
Subject: “Sparking New Ideas Post-[Event/Meeting] / Inspired by Your [Topic] Insights”
Email Body:
“Hi [First Name],
Your insights at [Event/Meeting] / in your [Topic] article were a breath of fresh air. I'm [Your Name], navigating the world of [Your Field/Position], and I see an exciting horizon for us to explore together.
Let's dive deeper into [specific topic or mutual interest]. How about we sync up over a coffee or a quick call next week? I’m eager to weave our ideas into something remarkable.
Eagerly anticipating our creative exchange!
Cheers,
[Your Name]
[Your Position]
[Company Name]”
Subject: “Eager to Elevate Customer Success at [Company Name]”
Email Body:
“Dear [Hiring Manager's Name],
I've just seen the Customer Success role at [Company Name], and I'm intrigued. My recent achievement includes boosting customer retention by 30% through innovative loyalty strategies. Keen to bring this energy to [Company Name].
Please find my resume attached. Excited about the prospect of joining your team and making an impact.
Best,
[Your Full Name]
[Your LinkedIn Profile]
[Your Phone Number]”
Subject: “Quick Confirmation for [Date] Meeting?”
Email Body:
“Hi [Client’s Name],
Hope your week's rocking! Just a swift check-in: Are we still good for [Date and Time]? Any topics you want to leap into? Let's make our meet-up count!
Cheers,
[Your Full Name]
[Your Role]
[Your Company]
[Your Phone Number]”
Subject: “Quick Check-In on [Project Name]”
Email Body:
“Hey [Team Member’s Name],
How's [Project Name] going? Just need a rapid-fire update for our upcoming milestone – any sneak peeks or SOS signals? Here to back you up!
Thanks for your hard work!
Best,
[Your Full Name]
[Your Role]
[Your Phone Number]”
Subject: “How's [Service/Product] Treating You?”
Email Body:
“Hi [Customer’s Name],
Loving [Service/Product]? We're all ears for your take on it! Drop a few lines on [specific aspect] when you catch a moment – your insights fuel our growth engine.
Thanks a million!
Warmest,
[Your Full Name]
[Customer Experience]
[Your Company]
[Your Contact Information]”
Subject: “[Prospect Name] - A Personal Referral From Our Founder!”
Email Body:
“Hi [Prospect Name],
During our team's strategy session, our founder mentioned your company, [Company Name], as a standout in the industry.
It sparked a discussion, and I was encouraged to personally reach out to you.
We've been assisting companies like yours to enhance their lead generation with less reliance on ads or sales teams.
I've taken a look at your LinkedIn and feel there's a great synergy between our methods and your goals.
Would you be open to a brief chat about your current strategies and perhaps some fresh perspectives we've been developing?
Best,
[Your Name]
[Your Position]
[Company Name]”
This cold email template is proven to get you more replies in an instant.
Expert Resource ➡️ We have a host of pro-crafted sales email templates up for grabs if you’d like to skyrocket your engagement rates.😉
Wrapping up, respect the golden trio for effective emails:
Now you know how to write emails like a pro. Have fun!
G2 Rating | Price | Best for | Standout feature | Con | |
---|---|---|---|---|---|
4.9 star star star star star | $30/mo $75/mo $2,999/mo | Large, distributed sales teams | AI evaluation precision, gamified KPIs | Lack of tracking system | |
4.6 star star star star star-half | Not publicly available | Sales operations and finance teams | Powerful configurability | Limited training resources and complex to navigate | |
4.4 star star star star star-half | Not publicly available | Mid-market and enterprise businesses | Comprehensive incentive management | Potentially high cost and steep learning curve | |
4.7 star star star star star-half | $15/user/mo $40/user/mo Enterprise: custom price | Complex sales structures and businesses of all sizes | Complex sales structures and businesses of all sizes | Steep learning curve | |
4.6 star star star star star-half | Not publicly available | Collaborative teams | Connected planning | Complexity and steep learning curve | |
4.6 star star star star star-half | Not publicly available | Companies with complex sales structures | Complex incentive compensation management (ICM) with high efficiency and accuracy | Complexity for smaller teams and potentially high costs | |
4.7 star star star star star-half | Not publicly available | Companies who want to automate commission calculations and payouts | Simplicity and ease of use | Lack of features like redirection | |
4.7 star star star star star-half | $30/user/mo $35/user/mo Custom: upon request | Businesses that need a comprehensive and user-friendly sales compensation management software | Ease of use and adoption | Lack of ability to configure the product based on user needs | |
4.8 star star star star star-half | Not publicly available | Companies with modern sales culture and businesses who want real-time insights | A built-in dispute management and real-time visibility | Users say it works slowly, customer support is slow | |
4.9 star star star star star | $30/user/mo $50/user/mo | Smaller sales teams | Powerful automation | Lesser user base and average user interface | |
4.7 star star star star star-half | Not publicly available | Companies with scalable needs | Automated Commission Calculations | Lack of filtering by date, no mobile app |
PRM Tool | Rating | Feature | Pro | Con | Mobile App | Integrations | Free Plan | Pricing |
---|---|---|---|---|---|---|---|---|
4.65 star star star star star-half | Org-wide alignment | User-friendly layout and database | Suboptimal as a personal CRM | square-check | Lack of tracking system | square-check | Team: $20/month Business: $45/month | |
4.7 star star star star star-half | Social Media Integration | Easy contact data collection | No marketing/sales features | square-check | Lack of tracking system | square-xmark 7-day trial | $12/month | |
4.75 star star star star star-half | Block Functions | High customization capability | Not a dedicated CRM | square-check | Limited | square-check | Plus: €7.50/month Business: €14/month | |
N/A | Open-source | Open-source flexibility | Requires extensive manual input | square-xmark | Limited | square-check Self-hosted | $9/month or $90/year | |
3.1 star star star | Simple iOS app | Ideal for non-tech-savvy users | iPhone only | square-check iOS only | Limited | square-xmark 1-month trial | $1.49/month or $14.99/month | |
3.6 star star star star-half | Smart Contact Management | Feature-rich and flexible | Reported bugs | square-check | Rich | square-xmark 7-day trial | Premium: $13.99/month Teams: $17.99/month | |
4.4 star star star star star-half | Customizable Interface | Customizable for teamwork | Pricey for personal use | square-check | Rich | square-xmark | Standard: $24/member Premium: $39/member | |
4.7 star star star star star-half | Integrated Calling | Integrated Calling | Too sales-oriented & pricey | square-check | Rich | square-xmark 14-day trial | Startup: $59/user/month Professional: $329/user/month | |
4.8 star star star star star | Business Card Scanning | Business Card Scanning | Mobile only | square-check | Limited | square-check | $9.99/month | |
4.45 star star star star star-half | 160+ app integrations | Comprehensive integrations | No free app version | square-check | Rich | square-xmark 14-day trial | $29.90/month or $24.90/month (billed annually) |
Capterra Rating | Free Trial | Free Plan | Starting Price (excluding the free plan) | Maximum Price (for the most expensive plan) | Best for | |
---|---|---|---|---|---|---|
4.5 star star star star star-half | square-check 14-day | square-check | €15/month/seat billed annually | €792/month/3 seats billed annually + €45/month for each extra seat | Versatility and free plan | |
4.2 star star star star | square-check 30-day | square-xmark But it offers reduced price to authorised nonprofit organisations | €25/user/month | €500/user/month billed annually (includes Einstein AI) | Best overall operational CRM | |
4.3 star star star star star-half | square-xmark | square-check Limited to 3 users | Comprehensive incentive management | €52/user/month billed annually | Small-medium businesses and automation | |
4.5 star star star star star-half | square-check 14-day | square-xmark | €14/seat/month billed annually | €99/seat/month billed annually | Sales teams and ease of use | |
4.1 star star star star | square-xmark | square-check Limited 10 users | $9.99/user/month billed annually | $64.99/user/month billed annually | Free plan for very small teams up to 10 |
CRM goal | Increase the sales conversion rate for qualified leads from marketing automation campaigns by 10% in the next 6 months. | ||||
SMART Breakdown | 1. Specific: It targets a specific area (conversion rate) for a defined segment (qualified leads from marketing automation). | 2. Measurable: The desired increase (10%) is a clear metric, and the timeframe (6 months) allows for progress tracking. | 3. Achievable: A 10% increase is possible based on historical data and potential improvements. | 4. Relevant: Boosting sales from marketing efforts aligns with overall business objectives. | 5. Time-bound: The 6-month timeframe creates urgency and a clear target date. |
Actions | Step 1: Refine lead qualification criteria to ensure high-quality leads are nurtured through marketing automation. | Step 2: Personalize marketing automation campaigns based on lead demographics, interests, and behavior. | Step 3: Develop targeted landing pages with clear calls to action for qualified leads. | Step 4: Implement lead scoring to prioritize high-potential leads for sales follow-up. | Step 5: Track and analyze campaign performance to identify areas for optimization. |
Outcomes | Increased sales and revenue | Improved marketing automation ROI | Marketing and sales alignment | Data-driven marketing optimization |