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skill Marketing

Sales Email Template

sales-email-template

Writes individual sales email templates for follow-up, proposal, negotiation, and close scenarios. Use when you need ready-to-send sales emails for specific situations.

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  1. This skill, packaged and ready to upload. sales-email-template.zip
  2. In claude.ai or Claude desktop: Customize → Skills (+) → Create skill → Upload a skill, select the zip and toggle it on. Greyed out? Enable code execution under Settings → Capabilities.
  3. It’s live in your chats — no code, no setup. Want every Marketing skill at once? Add the whole plugin from the Marketing page (Customize → Personal plugins → Create plugin → Upload plugin).

When to Use This Skill

Use this skill when you need to:

  • Write a sales email for a specific scenario (follow-up, proposal, negotiation, close)
  • Create reusable email templates with personalization placeholders
  • Build a library of sales emails for different stages of the sales process
  • Improve response rates on outbound or follow-up sales communications

DO NOT use this skill for email marketing campaigns, drip sequences, or newsletters. This is for one-to-one sales emails sent to prospects and leads.


Core Principle

EVERY SALES EMAIL MUST EARN A REPLY — NOT JUST AN OPEN. IF THE RECIPIENT CANNOT RESPOND IN UNDER 30 SECONDS, THE ASK IS TOO BIG.


Phase 1: Brief

Required Inputs

Input What to Ask Default
Email scenario "What type of sales email? (cold outreach, follow-up, proposal, negotiation, close)" No default — must be provided
Prospect context "Who is the recipient? What do you know about them?" Business owner, some familiarity
Your offer "What are you selling?" No default — must be provided
Previous interaction "What has happened before this email? (met at event, had a call, sent proposal)" Varies by scenario
Desired next step "What action do you want them to take?" Book a call or reply
Tone "Professional, casual, direct?" Professional but human

GATE: Confirm the scenario and context before writing.


Phase 2: Email Design

Scenario-Specific Frameworks

Cold Outreach:

  • Hook: Reference something specific about them (recent post, company news, mutual connection)
  • Value: One sentence on how you can help
  • Proof: One credibility point (client result, relevant experience)
  • CTA: Simple question that's easy to respond to

Follow-Up (after call/meeting):

  • Reference: Specific detail from the conversation
  • Recap: Key takeaway or agreed-upon next step
  • Value add: Share something useful (article, resource, idea)
  • CTA: Confirm the next step with a specific date/time

Proposal Send:

  • Context: Brief reminder of their problem and your solution
  • Proposal: Attach or link to the proposal
  • Highlight: Call out the 1-2 most relevant sections
  • CTA: "Take a look and let me know if you have questions. Happy to hop on a quick call to walk through it."

Negotiation:

  • Acknowledge: Their concern or counter-offer
  • Reframe: Shift focus from price to value/ROI
  • Flexibility: What you can adjust (timeline, scope, payment terms)
  • CTA: Suggest a specific compromise

Close:

  • Urgency: Why now matters (timing, availability, pricing)
  • Recap: The key benefits they've already acknowledged
  • Simplify: Remove any remaining friction
  • CTA: Direct ask for the commitment

GATE: Confirm the framework approach before writing the email.


Phase 3: Write the Email

Email Structure (all scenarios)

  1. Subject line — 5-8 words, relevant and personal
  2. Opening line — personalized, no generic greetings
  3. Body — 3-6 sentences max (under 150 words)
  4. CTA — one clear, low-friction ask
  5. Sign-off — professional, warm

Writing Rules

  • Under 150 words total — short emails get more replies
  • One CTA per email — do not ask them to "check out our website AND book a call AND review the proposal"
  • No attachments in cold emails — they trigger spam filters and create friction
  • Personalization must feel genuine, not stalker-ish
  • Write at a 6th grade reading level — simple language, short sentences
  • Avoid sales jargon: "synergy," "touch base," "circle back," "leverage"

Template Format

Use {placeholders} for personalization:

Subject: {specific_reference} — quick question

Hi {first_name},

{Personalized opening referencing something specific about them or their business.}

{1-2 sentences on how you can help, tied to their specific situation.}

{One proof point: "We helped [similar company] achieve [specific result]."}

{CTA question — easy to respond to with a yes/no or short answer.}

Best,
{your_name}

Phase 4: Polish

1. Follow-Up Cadence

If no reply, recommend a follow-up schedule:

  • Follow-up 1: 3 business days later (add value, don't just "check in")
  • Follow-up 2: 5 business days later (new angle or resource)
  • Follow-up 3: 7 business days later (breakup email — "Should I close your file?")

2. Subject Line Variations

Provide 3 subject line options per email, testing different approaches.

3. Response Handling Guide

For each likely response type, provide a suggested reply:

  • Positive response → move to next step
  • "Not now" → schedule follow-up, stay helpful
  • Price objection → value reframe
  • No response → follow-up sequence
  • "Not interested" → graceful exit, leave door open

Anti-Patterns

  • "Just checking in" follow-ups — every follow-up must add new value or a new angle. Never just "bump this to the top of your inbox."
  • Wall-of-text emails — anything over 200 words in a sales email gets skimmed or skipped.
  • Generic openers — "I hope this email finds you well" signals mass email. Personalize the first line.
  • Multiple asks — "Could you review the proposal, share it with your team, and let me know your budget?" is three asks. Pick one.
  • Overselling in email — the email's job is to get a reply or book a call. The selling happens on the call.

Recovery

  • No information about the prospect: Write a template with clear {placeholder} instructions for what to research and customize before sending.
  • User wants a long, detailed email: Explain that reply rates drop significantly past 150 words. Offer to create a longer proposal document linked from a short email instead.
  • Cold email compliance concerns: Include a note about CAN-SPAM (US), GDPR (EU), and CASL (Canada) requirements — identification, opt-out, and legitimate interest.
  • No previous interaction: Default to cold outreach framework. Focus on relevance and a single low-friction CTA.

View source on GitHub →