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Follow-Up Email and Text Templates
Ready to print and use across your organization. Instant download after purchase.
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Each purchase is licensed to one organization for use in one LMS, with unlimited learners. By buying, you agree to the License Agreement and Terms of Use.
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About this tool
Sixteen ready follow-up messages for after a call, a visit or a quote, and for when a customer goes quiet, each one useful, short, and clear about when to stop.
Who it is for
Salespeople, estimators and account managers
Small-business owners who follow up on their own quotes
Tradespeople, front desk and office staff who send quotes and answer inquiries
Managers setting a follow-up routine for a small team
The problem it solves
Many customers who don't decide during the first conversation would still buy, but follow-up goes wrong in predictable ways: "Just checking in" messages with nothing new, several calls and texts in a row, forgotten details, and chasing that never ends. These templates bring the customer something useful every time, end with one easy question, and finish politely, so your messages are welcome rather than ignored.
What is inside
How to use it, and contents (1 page)
Guide (2 pages): the TEND method (Time it, Earn each reply, Note it, Decide how it ends), four ways follow-up becomes annoying, a default follow-up rhythm, what makes a message worth reading, and email and text tips
Permission, opt-out and marketing rules (1 page): what to check before you text or email
16 templates (6 pages): after a call, after a visit, after a quote, when they go quiet (a useful second follow-up and a polite last message), and endings (after a no, checking after the sale, referral and review requests, confirming a stop request). Each has a filled-in example
Subject line bank and before-you-send checklist (1 page)
Follow-up rhythm planner (2 pages): filled in, then blank
Editable Word file (14 pages) with every template
How to use it
Read the guide and the permission page once.
Pick the template for the moment, replace every slot, and delete what does not apply.
Run the before-you-send checklist.
Agree your business's follow-up rhythm on the planner.
Formats and file types
PDF, 14 pages, US Letter
Word (.docx), editable, 14 pages
Licensed for internal use by the purchasing organization
Frequently asked questions
Can I text customers with these?
Only customers who agreed to texts. The permission page explains what to check, and the guide includes a note that this is not legal advice.
How many times should I follow up?
The guide gives a default rhythm: what you promised within a business day, one useful follow-up about a week later, and a polite last message about two weeks after that. Then stop.
Does it match the Following Up course?
Yes. It uses the TEND method from KA Company's Following Up Without Being Annoying course.
One price, yours to keep. Licensed for use within your organization.