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Introduction email to clients

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Introduction email to clients
October 17, 2018 Anniversary Wishes For Parents 2 comments

Here are samples and templates of sales introduction letters. ask helpful questions and seek to understand the client's situation - before expecting to Think about TV adverts, video games, chatrooms, email and text messages, fast- moving.

Not even the best cold email will get you a response if you’re pitching the wrong type of client or a point of contact who’s not empowered to take action on hiring you. Pexels

Like it or not, there’s both an art and science to learning how to write a cold email that predictably converts new freelance clients.

Today, we’re talking about both (using real examples and six-figure case studies from my freelance business)—and you can pick up all of my free cold email templates for freelancers right here.

As much as I’d like to tell you there’s an easy-to-follow, clear copy & paste formula for writing a cold email that lands you new business every single time, the reality just isn’t that simple though.

However, it is incredibly helpful if you’re starting with a cold email template and pitching process that’s been perfected over five years and through hundreds of freelance pitches in the real world.

In this post, I’m going to show you real cold emails that have led to life-changing deals for my freelance content marketing business (and helped me launch into freelancing full-time in 2016).

Perfecting my cold email outreach process has done a lot for my freelance business—which is primarily based around writing and promoting high quality blog content for my clients.

  •  One of the cold emails we’re examining in this post converted into a $30,000 deal for 2 posts per month for six months.

  •  Another has translated into a $12,500 contract for 5 blog posts so far.

  •  And the last one we’re diving into landed me a $10,000/mo retainer contract for 4 posts per month.

This process for writing cold emails has generated multiple six-figure freelance contracts and high-value gigs for me with companies like LinkedIn, Zendesk, Quickbooks, Vistaprint, Close.io and more.

Here’s the truth about freelancing though: Success is never guaranteed.

And you can’t compare where you are in your freelancing journey today with where others are right now. I’ll be the first to tell you it’s taken me time to get to where I am today.

There will be great times when you’re overflowing with work and turning away new clients right & left. Yet still, there will be other times when you’re tempted to take anything that comes your way—or you’re spending most of your days doing outreach to drum up new projects.

In my experience, it takes a lot of hard work and hustle to hit the six-figure mark as a freelancer. Especially if you’re risk averse like me—and want to get there before you quit your day job.

If you’re not careful, it’s easy to slip into a cycle of feast or famine.

But having a high-converting cold email template and process for pitching new clients can help you stay busy—with the right kind of clients—year round.

As you do great work for your clients, start getting referrals and build a brand for yourself within your niche, you’ll be able to step further and further away from spending large blocks of time regularly cold emailing & pitching new clients.

Good clients and solid projects will begin coming to you.

For now, let’s talk about cold emailing. That’s why you’re here right?

We’re going to cover both components of learning how to write a cold email that converts—the art and science.

First, the art.

The Art of Writing a Cold Email That Converts.

Not even the best cold email will get you a response if you’re pitching the wrong type of client or a point of contact who’s not empowered to take action on hiring you.

Context is everything when you’re pitching new freelance clients.

1. Identifying the Right Clients.

If the majority of your experience is in writing about finance or real estate, it doesn’t make much sense for you to pitch a company in the healthcare space on your freelance writing services.

Same thing goes for designers. If your style favors flat design and retro color schemes, you’re probably not going to enjoy working with stuffy, well-established brands that have no plans to move their branding into the 21st century.

Choose only to approach clients that you could picture yourself working with.

If you don’t resonate with their brand, style and tone, leave it be. You’ll be able to deliver better work elsewhere. And they’ll also benefit more from hiring someone else.

Just as important as picking the right client for you to pitch, is making sure that you’re also right for them.

Not enough freelancers think about this.

But even when you are considering it, that can still be pretty difficult to judge, right?

Answer these questions when considering a prospect to make sure this is the right client for you (and that you’ll be good for them):

  •  What makes you uniquely qualified to help this particular client?

  •  Have you done similar work in the past?

  •  Does the prospect of working with this client excite you, or it purely a financial decision?

For my freelance content marketing business, I very thoughtfully brand myself in a way that makes me appealing to a certain type of client.

I’m not a marketing consultant to just anyone that’ll hire me. I’ve leaned into my experience over the years, developed my own marketing tactics and have come up with a very specific set of clients I’m uniquely qualified to help—where my services get supercharged.

That’s meant branding myself specifically as a content marketing consultant, a small niche within the broader marketing world.

On top of that, I work only with business experts and growing startups where I’ll be able to write about topics related to business, freelancing, productivity and entrepreneurship (what I already do here on my blog, and what I’ve done for years).

Picking a niche is one of the best decisions you can ever make as a freelancer. Author provided

I also clearly highlight clients I’ve worked with—to encourage more of the same to want to work with me: Tech startups in San Francisco.

For many reasons, picking a niche is one of the best decisions you can ever make as a freelancer.

Here’s the logic behind picking a niche.

Let’s say you own a coffee shop and you’re looking to hire someone to help you with a rebrand, coming up with new visuals, a fresh logo and marketing materials… and you’re choosing between 2 different options for freelancers who say they can help you.

Freelancer #1 is a generalist. She’s got a broad range of experience running marketing campaigns, knows how to use Adobe Photoshop & Illustrator, has made a few logos over the year and does the design work for her personal website—mostly for fun, but you like her style.

Freelancer #2 is a specialist (with a clear niche). He works for himself as a full-time graphic designer and has done branding work for several coffee shops over the years. You like his style just as much, and can tell that he’s got a lot of experience doing exactly the kind of work you need done too.

Which freelancer would you choose?

Every day of the week, I’d take freelancer #2. The specialist.

I’ll also pay them significantly more—because I know I’m tapping into expertise.

In your freelance business, you want to brand yourself as that expert with a niche. Make yourself the obvious choice. That’s step one for making sure your cold emails get answered.

Now, you’re ready to start searching for freelance clients.

Start with the people you know first.

As much as I love cold emails, warm introductions are significantly more effective, so begin there.

Look first to these groups of people within your network to determine if there are any freelance opportunities to work with those who already know your work ethic, are personally invested in their relationship with you and want to see you succeed:

  •  Friends (and their friends)

  •  Family (and their friends)

  •  Previous co-workers who now work elsewhere

  •  Classmates from school

Regardless of the exact role your connection has within the company they’re at, if that company could be a good fit for you to pitch on freelance work—that’s a great opportunity to chase down.

Pick up the phone to catch up, grab coffee and ask if they’d be willing to introduce you to the right person within their organization for chatting about helping out on a freelance basis.

At the very least, walk away from these conversations with the name for who you should be reaching out to—then you can work your cold email magic.

Once you’ve exhausted your network, check out these high quality freelance job sites.

Personally, I never advise freelancers to set up shop on the big sites like Upwork or Freelancer.

Sure, you can find success stories of freelancers who make six-figures on their platforms (usually promoted by those companies), but that’s the extreme exception. Compared to the number of freelancers you’ll be competing on price with, next to nobody is making a livable (in the U.S.) wage there.

The reality is that most people looking for freelance help on these sites are really shitty clients to work for.

It’s the fast track to being treated like a commodity.

You’re here because you want to land higher paying gigs—not $25 blog posts or $10 logo designs.

While I believe it’s generally ok to do inexpensive (or free) work in the very early days to build up some experience and a portfolio, you should start charging as quickly as possible. It also needs to be sustainable pricing from day one, then as you grow you can continue increasing your pricing.

You’re worth more than a $25 blog post or $10 logo design, and you should be charging for the value you deliver.

So, which websites are good for finding high quality freelance clients that’ll pay you what you deserve?

Start with these 10:

  •  Angel List

  •Remote Ok

•  WeWorkRemotely


  •  Toptal

  •  Smashing Magazine Job Board

  •  Coroflot (designers)

  •  Authentic Jobs

•  Indeed

•  Hacker News

As you’re sifting through opportunities, I recommend creating a Google Spreadsheet to add & keep track of interesting postings.

Continue updating the status of your outreach efforts so you’re able to see how well your cold email outreach performs over time.

Important: Before applying to any of these opportunities directly through the job posting websites, PLEASE pause right here. If you click that apply button and upload your LinkedIn profile, you just become another drop in the bucket—that’s not how you get noticed.

Let’s talk about getting your cold email right in front of the decision-maker.

2. Finding Your Ideal Point of Contact.

When I’m trying to land a new freelance client, I don’t want to spend time convincing a gatekeeper on the company’s HR or recruiting team that I’d be the best for the job—I’m going straight to the person who’s going to be in control of the hiring decision.

Sure, the HR gatekeepers probably have criteria they know to look for, but that leaves too much up to chance.

I want to cold email pitch someone who speaks my language.

Help your clients get a feel for client tasks with this email template to introduce them to a new way of collaborating with your team.

Lend A Hand!

introduction email to clients

Clients judge your emails in a split-second. This article will show you what they look for when they’re deciding to hire you.

When you send a bad email you’re telling a client you can’t be bothered to figure out how you’re valuable.

You’re saying you can’t solve the problems you’re getting paid to solve.

This makes clients have to figure it out for you. Sure they tell you they’ll give it some thought and get back to you.

But. This. Never. Happens.

Your once hopeful email seeps to the bottom of their inbox. It turns cold, dusty, and gray. Weeks or months pass. Occasionally, the client sees it and thinks, “Oh yeah, that email.”

Eventually it begins to chafe away at them. It bugs them. Every passing day the question looms, “what do I think?” Until one day they shrug and click delete.

They exhale and never think about you again.

This is why emails are important.

It’s easy to spend big chunks of your day writing them. In fact, most of our interactions with clients happen over email. Yet we never think about improving this skill.

We’ve all sent potential and current clients emails that went ignored. But if they had responded, it would have meant:

  1. More money for you
  2. More chances to explore your best ideas
  3. Less back-and-forth hassle and time-wasting

In short, more money, more time, and a better working life. But the opportunities you miss are just half the story. You also hate doing it entirely. Writing bad emails takes a frustratingly long time and can make you feel like a spambot.

What if you enjoyed the process? What if you knew you were delivering value every time you hit send? Sure, you’d make more money, but sending great emails would be an unfair advantage in every facet of your company. It would mean better marketing, customer support, retention and overall more profitability.

This essay will walk you through how to do it.

Before you write another email read this.

Your biggest competition for a new client is yourself. Most freelancers and consultants eliminate themselves before they ever get told “no” by a client.

In true Eeyore fashion, they let self-doubt set in:

“Why bother? This person is probably getting pitched a hundred times a day… I won’t be first, so it’s useless. Hundreds of more experienced freelancers have already contacted this person. I don’t have a chance.”

The truth is, being first isn’t a great position when it comes to email. I’ve studied clients who post on my private job board and they rarely go with the first person to email them.

In fact, when they get a lot of replies, they usually have to take a step back to process it all. They might even delay the project for a few weeks or months until they can sort out who they’re hiring.

That’s when it happens. They never actually come back to read the replies. That first email you think is so crucial gets thrown away with the rest.

It’s more important to be timely. An email stands out if it’s different. In fact, one of my most successful Workshop customers, Eric Davis, puts off emailing the leads I send him for weeks or months. He saves them all up in his inbox then revisits them later.

That’s when he follows up about how the project turned out and – only then – talks about what he can do to help. He’s earned over $60,000 by doing this with Workshop leads.

It’s true, you can’t know the perfect time to email someone. But being first doesn’t matter.

Email Goal #1: Educating your clients

If you’re waiting for leads to come in with huge budgets and projects that match your skills perfectly, forget about it. It’s not going to happen.

You have to make educating clients a priority. Ideal clients aren’t born; they’re created by great consultants who teach them. That’s why some people triple their client’s budget while others are stuck giving discounts.

The truth is, if you’re a consultant, any job post or inbound inquiry is a request for your help educating on what the right solution to a problem is.

The most successful consultants get this. Instead of complaining about low budgets, they show clients how working with them is in their best interest.

Instead of discussing the price of open heart surgery they discuss whether the client needs the surgery at all. Questioning whether they even need your service, immediately put a client in a position to fight for what they want.

Suggesting smaller projects for price-conscious clients will build trust by demonstrating you won’t ever sell them something they don’t need. You’ll create life-long clients this way.

In the end, you might lose a few thousand dollars by suggesting a cheaper route, but get 10 or 20 times that in the end when they realize you were right and come back for more.

After all, would you rather work with someone who’s going to nickel and dime you, or someone who truly has your best interest at heart?

How to make a connection quickly.

The first thing someone thinks when they see your email is… “is this spam?” Be upfront about this. How can you make them KNOW your email was written by a warm human body?

Remember that each client you email is potentially worth thousands of dollars, and you only need a handful of clients to make a lot of money. So it’s OK to spend some time on each one.

Has the recipient written a book or blog post you can read? If so, read it. Learn their name. Lead with something you really love about their company. Sincerely discovering what YOU think is great about them will not only feel good it will result in 10x the results. Remember, as your future client reads each sentence, they only have two options:

  1. Stop reading.
  2. Keep reading.

Give them a reason to choose #2 by stepping into their shoes and addressing the fact that their inbox is full of spam. It’s the best way to ensure they keep reading.

How to get your emails read.

Think about the emails you get and read without a second thought. They’re usually from friends and family with language in them that is completely different from emails you hate getting.

Emails you always open address you by name, get to the point quickly, and usually contain no extra fluff. They end with a yes or no question or a simple set of instructions.

Subject: Hey Robert, I want to help you find high-quality leads for consultancies.

If I received an email with this title, I’d open it immediately. Whoever sent this email knows who I am and what I do. This means they couldn’t send this email to just anyone. It means this isn’t spam.

The most common subject lines freelance consultants send are so generic that they provide no incentive to open the email. Typically, they’re phrases like “Freelance Web Developer” or “freelance design help”. These are subject lines that could literally be from any freelancer in the world.

Your subject line should be so specific it could only be sent to one person. This will make sure your email gets opened because busy people look to remove spam first.

Think about an email from a friend.

Do they say, “Hello, I’m your friend, I’m interested in discussing your plans for this evening. My favorite food is Chinese, and my favorite genre of movie is comedy. Let me know if you’re interested?”


If they wrote like that you would avoid that freak like the plague.  Yet, freelancers send almost this exactly email everyday because it’s easy to write. It makes sense clients avoid them like the plague too.

Instead say how you heard about them and why you’re emailing them. It sounds easy, but this usually takes the most time to get right. You need to exhibit an intimate understanding about their specific situation. Lead with something you know they’ll find interesting and shows you actually know something about them.

“Hello Rob, I came across your amazing DYF article where you say to lead with something interesting, and… boom.”

As you continue writing, don’t forget to keep the email speaking about the person you’re emailing.

Should you send your portfolio?

As a design student, I focused most of my time on my portfolio. I thought just having an excellent portfolio would make all of the difference.

I agonized over every detail, every stroke, and every pixel, making sure it presented me and my work perfectly. I wanted my work to speak for itself. And that’s what I see freelancers doing still.

Most consultants and freelancers have great work on display in their portfolio. They all look the same. They all have a link in their signature. It makes sense that you want to use something you’ve invested so much time into as much as possible. Don’t. You needed to stand out.

Clients aren’t trained in design or development, expecting them to be able to look at a portfolio and see how your work will help them is outlandish.

But what happens if you don’t send it?

It means a potential client will have to ask to see it. This allows you to keep track of every single person who sees your work. Sending your portfolio to each individual client will put an emphasis on the words you use to describe your work.  

It also lets you tailor exactly what they’ll see depending on their current needs. You can craft an offer specifically designed for the person you’re currently talking to.

You’ll also naturally avoid client-repelling terms others use in their portfolios because saying things like “user interface designer” or “experienced web developer” comes off awkward and impersonal (it does on your website too but that’s for another day).

Instead you’ll ask yourself: “will showing or saying this help me land this client?” Your work can’t sell itself because it can’t address a client’s needs via screenshots of your work.

Stop letting the success of your business depend on outside forces like others contacting you, visiting your portfolio, liking your work, and understanding how it will help them.

Instead present it explicitly and track where your efforts are getting the biggest return. Not sending a link to your portfolio is a great place to start.

Sell an outcome, not yourself.

Similarly, no one wants to read a 10-page proposal email about you and your awesome websites. People don’t want websites. They don’t want to hire a freelancer. They want something to happen. They want a result.

So focus on selling results.

If you had to remove the words “I,” “me,” or “my” in the email and replace them with “you,” (meaning the client) what would you say?

I’ve helped hundreds of businesses in your position. I helped X-company to accomplish Y-benefit.

Would become:

Your website reminds me of past client of mine: X-company, which probably means you want Y-benefit as well.

This is way more effective because you’re making the client the star of your email. What’s the outcome they want? Leave everything else out.

What else to leave out

I also recommend you don’t include links to your social media or blog. A prospective client doesn’t care about your work yet.

The only point of your email is to get them to reply. Making them click on your website, linkedin profile, or blog makes this less likely to happen.

In fact, leave out anything that doesn’t help you get them to reply. That means keeping your emails extremely short. That way it’s easier to find the point of your email.

Don’t go into your regular spiel about <insert boring specialty>. Instead use words that they use to talk about their business. To find these words you can simply scan their job posting or website, steal their words, and mirror them back.

The fastest way to win over a client

When you’re about to contact a lead, think about how you can make their problem go away. Don’t worry about giving away the farm. In fact, get to this crucial solution as quickly as possible and even give it to them for free. Know what plugin will solve their WordPress dilemma? Send it. Have a suggestion to get their project 80% of the results they’re looking for? Suggest it.

Most businesses already do this because it works. Basecamp lets you use their service free for 30 days. Costco gives you free samples around every corner. Give a sample of yourself away, too.

If you can save a client time, do it. It’s much better than claiming you can help them, because it proves that you can. Take work away from your clients. Make smart decisions for them and put the burden on yourself to prove that you can help. Ask yourself:

  • What do they need accomplished?
  • What’s most important to them?
  • Why do they need this?

Ignore everything else. Can you take care of their problem by sending this one email? If so, do it every time.

Is your email helpful?

Maybe the most important question to ask before you send the email is whether you’d be happy to receive it.

Nobody cares about great design. Nobody cares about clean code. Nobody wants to have the best content just to have it. It’s all about what it means for them.

A great SEO strategy means that a business owner doesn’t have to worry about promoting articles as much and can just focus on making customers happy.

A web app means that the business owner can outsource a process and have it taken out of their hands. It doesn’t have to be more complicated than that.

If you only talk about the benefits using technical jargon, they’ll never figure out the real reasons they hired you on their own. You have to explicitly call them out. Delivering this is valuable in itself.

And your emails should all provide something of value. Even if it’s simply you connecting the dots on how you’re making their life better. Would you be happy to receive this email, even if you had no intention of hiring someone?

The email line that repels clients.

I’d gone through dry spells before but this one was bad. Each day the stress mounted. The importance of every new client meeting seemed greater than ever before. I went in thinking: “I need this job.”

Yet, each client would slip out of my grasp. Some would say it was a change in plans, others balked at my rate, but most — most just stopped replying altogether. I knew it was something I was doing wrong.

But what I didn’t know at the time was that it was a single phrase I was writing in nearly every email I sent that was causing this hole in my pipeline.

“Let me know how I can help.”

I would spew it out constantly when I didn’t know what else to say, or when I wanted to be helpful. All my emails ended with some variation of “let me know.”

It seemed like a professional way to end an email. By letting a client dictate, I thought I was giving them exactly what they wanted. In reality, I was dumping my work on to them, and saying “here, YOU deal with it.”

It reeked of incompetence and undermined my business. After all, these were problems I was asking to be paid to solve. So I tested the complete opposite for a few weeks. Instead of open-ended emails, I prescribed a solution.

At first, this felt wrong. I felt like I was barking orders and bossing clients around. It was scary. (At least until I became drunk with power.) But I slowly noticed a change. Clients were responding to my emails. Even prospects were chirping back. My response rate improved just by suggesting a next step.

If someone wanted a meeting, I’d suggest a time. If I was presenting an idea I would also present how to implement it quickly.

This set the tone that my time was valuable. It proved I was a professional capable of making the right decisions. It showed my hands wouldn’t have to be held throughout a project. It meant I was taking work away from my clients.

In the coming weeks, you’re going to notice yourself ending emails with “let me know”. Sorry about that. It cannot be unseen. The truth is most people do it. It’s become an invisible phrase that our brains turn into “you’ve now reached the end of an email, so there.”

If you don’t apply anything else from this article, just take away this: end your email with a suggested next step. You’ll know you’re on the right track if a client can reply with a quick “sounds good” to any email you send.

Do that and your emails will win you more clients in less time too.

Examples of amazing emails:

The “in-conversation” emails.

So you used this essay to send a great email and now you’ve got clients replying left and right. Great job! Receiving a positive response is a great first step. Now comes the most important part. Following up.

You should put leads in different groups depending on what stage they’re in. You’ll want to follow-up with some leads more often than others.

In my lead generation service, Workshop, I allow freelancers to group the leads I send into different groups. (I also remind them to follow up with these leads every week).

For a client who has responded positively I recommend the group “In Conversation”, because these leads are different than a lead who has never responded. While you should follow up with both, the people who have responded positively to an email should get more aggressive follow-ups: every 4-5 days until you get a solid “no” or “not right now”. It’s your duty to remember. Embrace the no. Try to get to it as quickly as possible.

So how do you follow up with someone who’s replied favorably to your email? Simple. Ask one question:

“Hey! This sounds good. Are you looking to bring me on in the next month?”

You don’t want to waste your time or the client’s time on a project that is too far into the future.

If they respond that they’re looking to bring you on sometime in the next month, then you should begin talking about the project seriously. When you confirm the project will be happening soon, it’s time to schedule a call.

“OK great. I’ve structured similar projects with past clients in your situation a few  different ways. The best way to find out which one is right for you would be a 15 minute call where we can meet and discuss what you need.

Does next week on X at X:00 work?”

This call will allow you to ask everything you need to know about their budget. I like to recommend monthly retainers for the bulk of my clients. If they can’t schedule a call, ask about their budget over email.

On the other hand, some leads won’t have a project starting for a few months. If this is the case, move them to a “Staying in Touch” group and reply:

“OK I’ll follow up with you then. I love X about your company so you’ll be high on my priority list.”

It’s great to take the follow up on yourself because it means the client doesn’t have to do anything.

Lastly, the most likely response to any of your emails is no response.

The key to turning positive replies into paying clients is to actually follow up. Losing an opportunity in your inbox is so common that usually the consultant who snags the client is just the one who actually follows up. (Note: That’s the exact reason I added a follow-up list to Workshop.)

If a lead doesn’t reply to one of your emails (and trust me they won’t) you’ll need to follow-up until they respond again.

The follow-up.

Following up is a delicate flower. You don’t want to do it too quickly or too often. But most importantly you don’t want to not do it. If I had to get twice as many clients by just doing one thing it would be making sure I follow up with every single lead and past client.

Besides actually doing it, the key to successful follow-ups is that you don’t want to rush the conversation. You just want to make sure you’re having it. Focus on the present situation. Avoid phrases like “I can start tomorrow” when you haven’t even established whether they want to hire you.

You want to have everything ironed out before you begin closing the sale. You need to establish what you will be working on, when you will be starting, whether you’re tackling the right problem, whether you know their business intimately, and how much you’ll be getting paid.

Rushing through these things doesn’t help you or the client. A client can tell when you’re just telling them what they want to hear. That’s another reason it’s extremely important to make your follow-ups short.

If you send a long rambling email, you’ll leave a client thinking: “I don’t even want to reply to this because I know I’ll get an even longer response if I do.”

You don’t want to be too fast to follow up either. One follow up in the first week is fine, and two in the second week.

Here’s the sequence. You’ll be amazed at how simple it is:

First follow-up:

“Hey haven’t heard back from you on this, is it still something you’re looking to do?”

1 week later:

“Hey there, any update on this?”

3 days later:

“Hey is this project still a priority for you?”

At this point, if you haven’t heard back to your cold email it’s OK to end the conversation and walk away. However, you should let them know by sending one last email a week later:

“Hey there, since I have not heard from you on this, I have to assume your priorities have changed.”

That’s it, resist the urge to add anything else to this final email. The abrupt ending will cause clients to respond more often than not.  

By following this sequence alone you’ll see a huge increase in new clients. Use this sequence, most people won’t.

It will also be a load off your mind to know exactly what you’re going to say to every lead and not have to worry about any lead because you’ve closed the loop on every conversation.

The testimonial email.

The easiest way to get testimonials is by minimizing the client effort involved. When you’re coming close to the end of a project, send an email like this:

“Oh and by the way, I’m thinking of doing a case study about ProjectName on my website – with your permission. I would also love to include a testimonial from you about my work with CompanyName. Something like this would be perfect:

Using Robert’s design services to create a website that measurably attracts more customers is a guaranteed investment.

In fact, if you’re busy at the moment, I can use that quote for now. Either way, let me know. Thank you!”

This works most of the time, because all a busy client has to say is “yeah, sure,” and the work is done.

The referral email.

Once I get a testimonial (which is basically an endorsement to the whole world), I’ll go in and ask directly for a referral:


Thanks for the testimonial. This was an awesome project.

I’d like to continue working with you. I have a few ideas for what we can do in the next few weeks to add to this project and make it even more successful.

I’ll send those over soon, but for now, if you know of anyone who would benefit from a similar service, I would love it if you could send me their email. I’ll let them know that you were thinking this might be right for them, and answer any questions they have about how your project worked out (I’ll also cc you on the email)!

Sound good?”

Again, this approach does all the hard work for the client. They simply email me with a name, and I take care of the rest.

The fully-booked email.

One of the questions I get from Workshop customers who have booked themselves solid is about approaching clients when your work calendar is already full for the next few months.

It may seem like you have to stop all sales activity but the opposite is true.

When you’re booked in advance it’s actually the best time to email new leads because it means you can take your time, make sure there’s a good fit, and negotiate from a position of power. It’s the opposite of when you’re in dry spell because you don’t need the job. You can even experiment with different approaches.

In fact, awesome freelancer Paul Jarvis deals with this all the time. He continues to land work despite being booked 6+ months at all times. Here’s what he tells prospective clients:

“Hello Client, First thing I want to let you know ASAP that I’m booking months out in advance.

If you need someone immediately I’ll be happy to recommend someone else, but if you’d like to work with me specifically – fair warning – the longer you wait, the longer it will be until we can work together.

ONLY signed contracts with down payments go into my schedule, and only then will any of my clients  save a spot in my schedule.

[The rest of your awesome email with the next step goes here]

This email indicates how in demand you are (the truth) and makes them sign on quicker to make sure they get into you schedule. Everything you say is true, and even better it’s clear and upfront with the client.

It puts you in a position of power and creates scarcity, separating you from the crowd.

The retainer upsell email

Clients will often need small updates and tweaks to their website. When they ask about your availability down the road or what it will cost to make a change to their website in the future, they’re really asking if they can trust you won’t disappear the minute you hand off a project. They want to know you won’t leave them out to dry.

This creates a perfect opportunity to up-sell a retainer agreement because you can position the retainer as a premium way of ensuring you’re available to them if they need help:

“For small maintenance updates like that it would probably be best to do some sort of small retainer. For example, some of my clients pay $X00 every month to have me on call for up to 4 hours. They have that time reserved just for them no matter what.Otherwise, I’d still be able to do pretty much any small updates you need (at my normal $X00 hourly rate) – you would just need to wait in my queue if I have other clients.

For companies of your size I usually recommend option 1 because I can sometimes be booked weeks or months in advance, and in that case, updates wouldn’t be as fast to get done (with option 2).”

This positions you as a very in-demand freelancer yet you also get to remain flexible to their needs. It’s great to have a handful of clients paying hundreds of dollars every month for minimal work too because you can count on that revenue.

In fact, recurring revenue like this is great for consultancies in general because it kills the feast or famine cycle.

How to end your emails.

Freelancers regularly shoot themselves in the foot with their closing statement.

“I’m not sure if you may be interested in something like this, but if you are feel free to let me know what you would like to do.”

This does you no good. You’re trying to not sound pushy but you are undermining your credibility. Instead, emails should end in two things ways.

  • A yes or no question.
  • A suggested instructions on what to do next.

Or both.

Your email should be written based on what this next action step is.

For emails where you’re contacting potential clients, that means you include how to move forward assuming they’re interested.

As a freelancer, it’s your job to assume they’re interested, and to write the email as though you’ve already gotten the project.

This makes everything more comfortable for the client because they feel they’re working with a confident, experienced, professional who does this all the time.

“I’d like to discuss the details, sometime this week, if you are interested. If so, would it be okay if I sent you a few ideas on how I could help?”

The only goal for an email should be to get a one word reply from the busy person, preferably a “Yes.”

The end of your email should be easy to reply to in seconds.

You don’t want to give a busy lead more work. If the lead can say “sounds good” you’re probably on the right track.

The last step: How to make it easy to hire you.

The last thing you want to do is remove any obstacles that come between you and a positive reply. People are more likely to do something when it’s easy. That’s why you’ve gotta make it easy to read and act on your emails:

  • Break emails up into sections.
  • Make them easy to scan by using lists and bolding key points.
  • Remove all links unless the client specifically requested them. You’re not trying to drive traffic to a website, you’re trying to get a reply.
  • Don’t send your entire portfolio. Break out 1-2 pieces that are relevant to their project.
  • Match the benefits of your past work to their current needs.
  • Remove any job board links. They know they posted on a job board.
  • Don’t give them a long questionnaire to fill out. No one wants to do it.
  • Use good grammar. Write simply and get straight to the point.
  • Once you’ve agreed on the price and scope, link them to an easy payment system, like Stripe, Shopify, or Gumroad.

A good rule of thumb: if someone can just reply “sounds good,” then your email does enough of the heavy lifting.

It means you’ve taken away the hard part: deciding what’s next. Even the busiest people will reply if you make it easy.

This article was contributed by Rob Williams of Workshop. Get high-quality, hand-picked leads sent directly to your inbox – every single day.

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You changed me

Introductory Sales Letters

introduction email to clients

Use this new employee introduction email template to announce your latest hire to clients.

When you hire a new team member who interacts with clients (e.g. a salesperson or account manager), plan to introduce your new employee. Your CEO or Head of Sales could send an email to announce new employees to clients.

Send a new employee introduction email to clients to:

  • Avoid miscommunication. Clients who are not aware they have a new account manager might end up emailing back-and-forth until they find who their new contact will be.
  • Share new employee’s contact details. Proactively let clients know how to reach your new employee, via email and phone, so that they don’t contact a person who’s no longer in the role (e.g. a former employee.)
  • Describe your new employee’s skills. Clients might wonder why you assigned a new employee to their account. Share key skills and professional achievements of your new hire to reassure clients that their new account manager is fully prepared for their tasks.
  • Help a new hire transition smoothly. Self-introduction doesn’t come naturally to everyone, so help break the ice by introducing your new team member to clients prior their first contact.

Customize this email template to your company’s culture (e.g. adopting a more casual or professional tone) and add more information about your employee’s background if relevant. Make sure you include new employee’s:

  • Name
  • Contact details (email and phone number)
  • Duties
  • Starting date

If applicable, explain why a new employee will be working with your client (e.g. their previous account manager was promoted to another position) Make sure your email strikes a positive tone.


Email Subject Line: Introducing new [Job_title] / Welcoming [Employee’s_name] as our new [Job_title]

Dear [Client’s_name],

I am pleased to announce that [Employee’s_name] is [Company_name]’s new [Job_title].

[Mention a few things about employee’s background, e.g. [Employee’s_name] has been with [Company_name] for X years and has successfully managed his/her tasks in our sales department, reaching out to customers and proactively addressing their queries. We are all confident that [Employee’s_name] will take on his/her new responsibilities with the same enthusiasm and professionalism he/she has shown so far.]

As of [date], [Employee’s_name] will be responsible for your account with our company. Feel free to reach out to [Employee’s_name] via email at [email address] or call him/her directly at [phone number.] He/She will be happy to answer any questions you might have.

Best regards,

[Your name]
[Your signature]

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Clients and friends are great, but sometimes their greatness could be improved a tad. For instance, when they're sending an email (or text.

How To Introduce New Technology To Your Clients

introduction email to clients

Clients and friends are great, but sometimes their greatness could be improved a tad. For instance, when they’re sending an email (or text message) introducing you to a new contact—Peach McPinecone—who could potentially become a client of your consulting firm.

Peach is CEO of Poptaters, the manufacturer of something even better than tater tots (as if that were possible), and she needs your help. But she doesn’t know you. Yet. That’s where the introduction comes in.

Whoa, doggie. Let’s back up a step. Where did this potential new consulting prospect come from?

Her name surfaced from Biff, your client who recently attended the Potato Extruders Association conference. You asked Biff who he met there that was intriguing or shaking things up. (See this post, to learn more about finding hot prospects.)

When you ask Biff to introduce you to Peach, he agrees. However, if you let Biff draft his own introduction email, he’s likely to pen something tepid and uninspiring… if he drafts anything at all. There’s a good chance Biff’s promised introduction won’t materialize unless you make it easier for him than ordering a side of fries.

That’s why you offer to write the introduction email for Biff.

The perfect introduction email to new contacts for your consulting firm exhibits three attributes:

  1. It’s super short
  2. It’s enthusiastic
  3. It endorses you

By those standards, the ideal introduction may sound like, “Peach, you’ve got to meet Darwin. He’s my key to success.” Alas, that may be slightly too short and Biff may not agree to send it.

Let’s expand the message slightly, including the three attributes above and adding just the right dose of flattering editorial.

Below is an example of a perfect introduction email.

Hi Peach and Darwin.

Very quick introduction to two people who should know each other.

Peach, Darwin consults for the potato-goods industry. He helped with our successful launch of the Potato Trebuchet last year, and I’m a diehard fan of his writing on spud dynamics.

Darwin, Peach is CEO of Poptaters, and has been mashing the competition. She presented a session at the PEA conference and I was incredibly impressed.

I’m positive you’ll enjoy chatting with each other. Email addresses are above. Take it from here and build a high-value relationship.


That’s it. Under 100 words and it works 100% of the time. All you need to do is give it to Biff to send out, then follow up.

Has writing an introduction email for your contact worked for you?

Text and images are © 2019 David A. Fields, all rights reserved.

WATCH THE VIDEO ON THEME: How to write professional emails in English

Hell, just a quick search of How To Pitch For SEO Clients brings up , different search results. Especially not if you cold email, from a contact form, without any interaction . The introduction to your pitch is an area you need to focus on.

introduction email to clients
Written by Mezisho
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