Each template is tailored to address specific stages in the sales and client management cycle, making it easy for you to communicate professionally and effectively without starting from scratch.
The templates are customizable and include placeholders like {x date} and {client name} so that you can quickly adapt them to fit your needs. Use these emails to build trust, set expectations, and maintain strong communication with your clients every step of the way.
1. Introduction Email
Subject: Ready to Elevate Your Brand’s Social Media Presence?
Hi {Client Name},
I hope you’re doing well! I’m excited to connect and share how we can help take your social media presence to the next level. At {Agency Name}, we specialize in creating high-quality, custom social media content that aligns with your brand and engages your audience.
I’d love to set up a call to discuss your current social media strategy and see how our done-for-you service can fit into your overall marketing goals. Could we connect on {x date/time}?
Looking forward to chatting!
Best,
{Your Name}
{Your Position}
{Agency Name}
2. Follow-Up Email
Subject: Following Up: Any Questions About Our Social Media Services?
Hi {Client Name},
I just wanted to follow up and see if you had a chance to review the information I shared about our social media services. We offer a streamlined solution that takes the burden off your shoulders, from content creation to scheduling, so you can focus on other areas of your business.
If you have any questions or would like to see some examples of our work, feel free to reach out! I’d be happy to schedule a quick call to walk through our process in more detail.
Looking forward to your thoughts.
Best,
{Your Name}
{Your Position}
{Agency Name}
3. Onboarding Email
Subject: Welcome Aboard! Let’s Get Started with Your Social Media Strategy
Hi {Client Name},
Welcome to {Agency Name}! We’re thrilled to start working together and build a strong social media presence for {Client’s Brand Name}.
To kick things off, please fill out our onboarding form [link to form] so we can gather all the details we need to create content that aligns with your brand voice and goals. If you have any brand assets (logos, color guidelines, photos), please upload them here: [link to Google Drive/Dropbox].
Once we have your details, we’ll schedule a brief onboarding call to finalize your strategy and timeline. I’ll be in touch soon to confirm the best time for our call!
If you have any questions in the meantime, feel free to reach out.
Best,
{Your Name}
{Your Position}
{Agency Name}
4. Monthly Reporting Email
Subject: {Month} Social Media Performance Report for {Client Name}
Hi {Client Name},
I’m excited to share your social media performance report for {Month}. You’ll find a detailed overview of your engagement, reach, and top-performing content attached [link to report].
Key Highlights:
- Overall Engagement: {Overall Engagement Rate}
- Top Post: {Link to Top Post} (with {Number} Likes and {Number} Shares)
- Audience Growth: {Follower Growth Count}
Our main focus this month was {highlight campaign or focus}, and I’m happy to see positive results!
Let’s schedule a call to go over the report and discuss any adjustments to the content strategy for next month. Would {x date/time} work for you?
Best,
{Your Name}
{Your Position}
{Agency Name}
5. Retention/Check-In Email
Subject: Checking In: How Is Everything Going?
Hi {Client Name},
I hope everything is going well! I just wanted to check in and see if there’s anything we can do to improve your experience or any specific content themes you’d like us to focus on.
Your feedback is really valuable to us, so if you have any ideas or suggestions, please let me know!
Looking forward to your thoughts.
Best,
{Your Name}
{Your Position}
{Agency Name}
6. Upsell/Expansion Email
Subject: Let’s Talk About Expanding Your Social Media Strategy
Hi {Client Name},
I’ve been reviewing your social media performance over the past few months, and I think there’s a great opportunity to take things to the next level. Given the success of your current campaigns, it may be worth exploring {additional services or platforms, e.g., adding video content or expanding to LinkedIn} to reach a broader audience and drive even more engagement.
I’d love to set up a time to discuss what this could look like for {Client’s Brand Name} and how we can make the most of your social media presence.
Would {x date/time} work for you?
Best,
{Your Name}
{Your Position}
{Agency Name}