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HomeAll Templates

All Email Templates

Browse our complete collection of 112 professional email templates.

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Showing 112 of 112 templates

Welcome to {{firm_name}} - Documents Needed for Your {{service_type}}

to: client@email.com

Document Request

New Client Document Request

Request all necessary documents from new clients after engagement letter is signed to begin tax preparation or accounting services.

Quick Reminder: We're Still Missing a Few Documents for Your {{service_type}}

to: client@email.com

Missing Documents

Missing Document Follow-up (Friendly Reminder)

First gentle reminder to clients who haven't submitted all required documents for their tax return or accounting work.

Urgent: Documents Needed by {{final_deadline}} to Avoid {{consequence}}

to: client@email.com

Missing Documents

Missing Document Follow-up (Urgent)

Second, more urgent reminder when clients are significantly past deadline and at risk of missing filing deadlines or incurring penalties.

Final Notice: Action Required by {{absolute_deadline}} - {{service_type}}

to: client@email.com

Missing Documents

Missing Document Follow-up (Final Warning)

Final notice before filing an extension or removing client from current filing queue due to missing documents.

Reminder: {{deadline_type}} Due {{deadline_date}}

to: client@email.com

Deadline Reminder

Tax Deadline Reminder

Proactive reminder to clients about upcoming tax deadlines including quarterly estimates, annual filings, and other important dates.

Important Update: {{service_type}} Fees for {{effective_year}}

to: client@email.com

Fee Notification

Fee Increase Notification

Professional notification to clients about upcoming fee increases for accounting or tax preparation services.

Re: Your Request for {{requested_service}} - Additional Information

to: client@email.com

Scope Change

Scope Creep Response

Professional response when clients request work outside the original engagement scope, clearly communicating additional fees required.

Your {{document_type}} is Ready for Review and Signature

to: client@email.com

Engagement Completion

Work Completion & Signature Request

Notify clients that their tax return or financial statements are ready for review and request necessary signatures for filing.

Important: {{situation_type}} - Action Needed

to: client@email.com

Client Communication

Bad News Delivery (Tax Owed or Audit Notice)

Professional email for delivering difficult news to clients such as unexpected tax liability, audit notices, or other unfavorable findings.

A Quick Favor, {{client_name}}?

to: client@email.com

Referral Request

Referral Request

Request referrals from satisfied clients after successfully completing their tax return or accounting engagement.

Important: Notice of Termination of Services - {{firm_name}}

to: client@email.com

Disengagement

Client Disengagement Letter

Professional letter to formally end a client relationship, whether due to non-responsiveness, difficult behavior, or firm capacity constraints.

Re: Your {{CASE_TYPE}} Case - Next Steps

to: client@email.com

Client Intake

Professional Client Intake

Warm, empathetic response to new client inquiry

Next steps for your consultation

to: client@email.com

Client Intake

Intake Response

Prompt reply to a new inquiry with a clear consultation next step

Documents needed by {{deadline_day}}

to: client@email.com

Document Request

Document Request

Request needed documents to keep the matter on schedule

Update on your case status

to: client@email.com

Case Update

Case Status Update

Clear update on current case status with the next milestone

Update and options to consider

to: client@email.com

Case Update

Difficult Update With Options

Communicate a negative development and present clear options

Invoice reminder

to: client@email.com

Invoice Reminder

Billing Reminder

Friendly reminder about an outstanding invoice

We received your request

to: client@email.com

Client Intake

Intake Confirmation

Confirm a new inquiry and direct the prospect to schedule a consultation

Next step: schedule your consultation

to: client@email.com

Follow-up Consultation

Consultation Reminder

Follow up when no consultation has been booked

Checking in before we close your request

to: client@email.com

Follow-up Consultation

Final Check-In

Last follow-up before closing the loop on an inquiry

Client Disengagement Letter

to: client@email.com

transactional

Client Disengagement Letter

Professional letter to formally end a client relationship, whether due to non-responsiveness, difficult behavior, or firm capacity constraints.

Professional Client Intake

to: client@email.com

welcome

Professional Client Intake

Warm, empathetic response to new client inquiry

Law Firm Speed-to-Lead - Email 1 (Auto: Instant)

to: client@email.com

transactional

Law Firm Speed-to-Lead - Email 1 (Auto: Instant)

Automated instant response to potential client inquiries. Part of the intake system that responds before they call another firm.

Consultation Confirmation

to: client@email.com

transactional

Consultation Confirmation

Confirm the consultation with preparation details.

Consultation Reminder

to: client@email.com

transactional

Consultation Reminder

Day-before reminder to reduce no-shows.

Post-Consultation Follow-up - Same Day

to: client@email.com

transactional

Post-Consultation Follow-up - Same Day

Follow up after consultation to close the engagement.

Post-Consultation Follow-up - Day 2

to: client@email.com

transactional

Post-Consultation Follow-up - Day 2

Second follow-up if they haven't engaged.

Case Update Template

to: client@email.com

transactional

Case Update Template

Proactive case update to keep clients informed and reduce status check calls.

Post-Case Review Request

to: client@email.com

transactional

Post-Case Review Request

Professional, formal review request sent after case completion. Designed to increase authentic reviews on Google Business Profile, Avvo, and Martindale-Hubbell while maintaining attorney-client relationship standards.

Your {{PROPERTY_TYPE}} Search in {{AREA}}

to: client@email.com

New Lead Response

Enthusiastic Lead Response

Quick, professional response to new property inquiry

Enthusiastic Lead Response

to: client@email.com

transactional

Enthusiastic Lead Response

Quick, professional response to new property inquiry

Real Estate Speed-to-Lead - Email 1 (Auto: Instant)

to: client@email.com

transactional

Real Estate Speed-to-Lead - Email 1 (Auto: Instant)

Automated instant response to portal and website leads. First to respond wins—this triggers within minutes of inquiry.

New Lead Follow-up - 1 hour

to: client@email.com

transactional

New Lead Follow-up - 1 hour

Follow-up if no response to first email. Add value with market insight.

New Lead Follow-up - 24 hours

to: client@email.com

transactional

New Lead Follow-up - 24 hours

Third contact. Reference their inquiry and make scheduling easy.

New Lead Follow-up - 72 hours (Final)

to: client@email.com

transactional

New Lead Follow-up - 72 hours (Final)

Final sequence email. Leave the door open.

Post-Showing Follow-up

to: client@email.com

transactional

Post-Showing Follow-up

Follow up after a property showing to gauge interest.

Closing Congratulations

to: client@email.com

transactional

Closing Congratulations

Celebrate the closing and set up future touchpoints.

Home Anniversary

to: client@email.com

transactional

Home Anniversary

Annual check-in with past clients to stay top of mind.

Open House Invitation

to: client@email.com

promotional

Open House Invitation

Invite buyers to your open house. Include property highlights, date, time, and address.

New Lead Response - Instant

to: client@email.com

transactional

New Lead Response - Instant

Speed-to-lead email sent within minutes of inquiry. Acknowledge the property, offer to schedule a showing.

New Lead Follow-up - 72 Hours

to: client@email.com

transactional

New Lead Follow-up - 72 Hours

Final touch in speed-to-lead sequence. Leave door open for future engagement.

Showing Confirmation

to: client@email.com

transactional

Showing Confirmation

Confirm showing details with property info, time, and meeting instructions.

Post-Showing Follow-up - Same Day

to: client@email.com

transactional

Post-Showing Follow-up - Same Day

Same-day follow-up after showing. Gauge interest and suggest next steps.

Post-Showing Follow-up - 48 Hours

to: client@email.com

transactional

Post-Showing Follow-up - 48 Hours

Second follow-up after showing. Address concerns and move toward offer or next showing.

Open House Reminder

to: client@email.com

promotional

Open House Reminder

Reminder 24 hours before open house. Reinforce time and address.

Market Update - Monthly

to: client@email.com

newsletter

Market Update - Monthly

Monthly market update for your database. Demonstrate expertise with local stats.

Price Reduction Announcement

to: client@email.com

promotional

Price Reduction Announcement

Announce a price reduction to interested buyers and your database.

Just Listed

to: client@email.com

promotional

Just Listed

Announce a new listing to your database and past clients.

Just Sold

to: client@email.com

promotional

Just Sold

Announce a sale to demonstrate success and prompt referrals.

Home Anniversary Check-in

to: client@email.com

re engagement

Home Anniversary Check-in

Annual check-in with past clients. Offer home value update and referral ask.

Expired Listing - Initial Outreach

to: client@email.com

transactional

Expired Listing - Initial Outreach

First contact with expired listing homeowners. Empathetic, value-focused.

Expired Listing - Follow-up

to: client@email.com

transactional

Expired Listing - Follow-up

Follow-up for expired listings. Share market insights and next steps.

FSBO Introduction

to: client@email.com

transactional

FSBO Introduction

Initial outreach to For Sale By Owner sellers. Introduce services.

FSBO Value Proposition

to: client@email.com

transactional

FSBO Value Proposition

Second FSBO touch. Share value of agent representation.

FSBO Service Offer

to: client@email.com

transactional

FSBO Service Offer

Third FSBO touch. Offer specific support or listing services.

Offer Submitted

to: client@email.com

transactional

Offer Submitted

Confirm offer submission and outline next steps.

Under Contract Update

to: client@email.com

transactional

Under Contract Update

Milestone update for buyers under contract. Inspection, appraisal, financing.

Market Update - Seasonal

to: client@email.com

newsletter

Market Update - Seasonal

Seasonal market insights for your database.

New Listing Alert

to: client@email.com

promotional

New Listing Alert

Alert buyers about a new listing matching their criteria.

Back on Market

to: client@email.com

promotional

Back on Market

Notify buyers when a previously under-contract property is back available.

Showing Reminder

to: client@email.com

transactional

Showing Reminder

Reminder 24 hours before scheduled showing.

New Lead 1-Hour Follow-up

to: client@email.com

transactional

New Lead 1-Hour Follow-up

Second touch in speed-to-lead sequence. Reinforce availability and local expertise.

New Lead 24-Hour Follow-up

to: client@email.com

transactional

New Lead 24-Hour Follow-up

Third touch in speed-to-lead sequence. Share market context and urgency if applicable.

Buyer Closing Congratulations

to: client@email.com

transactional

Buyer Closing Congratulations

Congratulations email after closing. Celebrate and set up ongoing relationship.

Past Client Referral Request

to: client@email.com

transactional

Past Client Referral Request

Ask past clients for referrals. Professional, easy to act on.

Following Up: Your {{PROJECT_TYPE}} Estimate

to: client@email.com

Estimate Follow-up

Estimate Follow-up

Professional follow-up on project estimate

Your {{coverage_type}} Quote Is Ready, {{first_name}}

to: client@email.com

Post-Quote Follow-Up

Post-Quote Follow-Up 01: Initial Quote Delivery

Deliver the initial quote immediately and give clear next steps.

{{first_name}}, what did you think about your insurance quote?

to: client@email.com

Post-Quote Follow-Up

Post-Quote Follow-Up 02: Quote Review Check-In

Check in 24 hours later to prompt review and invite questions.

Everything you need to know about {{coverage_type}} Insurance

to: client@email.com

Post-Quote Follow-Up

Post-Quote Follow-Up 03: Educational Resource Delivery

Send a helpful guide to build trust and reduce confusion.

Here's what {{review_count}} customers say about working with us

to: client@email.com

Post-Quote Follow-Up

Post-Quote Follow-Up 04: Social Proof & Reviews

Use reviews and proof to overcome hesitation and build credibility.

Hey {{first_name}}, quick question

to: client@email.com

Post-Quote Follow-Up

Post-Quote Follow-Up 05: Objection Discovery

Ask what’s holding them back and invite direct feedback.

Why go through a broker instead of directly to an insurance company?

to: client@email.com

Post-Quote Follow-Up

Post-Quote Follow-Up 06: Broker Value Proposition

Explain why using a broker can save money and improve coverage options.

Still need a {{coverage_type}} policy, {{first_name}}?

to: client@email.com

Post-Quote Follow-Up

Post-Quote Follow-Up 07: Risk Reminder & Urgency

Add urgency by reminding prospects of risks of operating uninsured.

{{first_name}}, final follow-up on your {{coverage_type}} quote

to: client@email.com

Post-Quote Follow-Up

Post-Quote Follow-Up 08: Final Follow-Up & File Notice

Final outreach before moving the lead to inactive or nurture.

Hi {{first_name}}, just checking in

to: client@email.com

Long-Term Nurture

Long-Term Nurture 01: 30-Day Check-In

A friendly 30-day check-in to stay top-of-mind.

Quick question, {{first_name}}

to: client@email.com

Long-Term Nurture

Long-Term Nurture 02: Interest Confirmation

Confirm whether the prospect is still interested and offer updated rates.

Checking in on your insurance, {{first_name}}

to: client@email.com

Long-Term Nurture

Long-Term Nurture 03: Quarterly Re-Engagement

Quarterly re-engagement that invites a scheduling link click.

We talked a while ago, {{first_name}}

to: client@email.com

Long-Term Nurture

Long-Term Nurture 04: 6-Month Re-Engagement

Six-month outreach highlighting rate, carrier, and needs changes.

One last check-in, {{first_name}}

to: client@email.com

Long-Term Nurture

Long-Term Nurture 05: File Closing Notice

Close the loop after long-term outreach while inviting a reply.

Your {{coverage_type}} renewal is coming up, {{first_name}}

to: client@email.com

Renewal Reminder

Renewal Reminder 01: Pre-Renewal Outreach

Reach out 30 days before renewal to compete for the business again.

Last chance to compare rates before renewal, {{first_name}}

to: client@email.com

Renewal Reminder

Renewal Reminder 02: Renewal Deadline Reminder

Send a last-chance reminder shortly before renewal.

Want an insurance check-up to make sure you're not overpaying?

to: client@email.com

Cross-sell

Cross-Sell 01: Insurance Check-Up Offer

Offer a coverage review to cross-sell other policy types.

Insurance tune-up time - are you paying too much on other policies?

to: client@email.com

Cross-sell

Cross-Sell 02: Tune-Up Follow-Up

Follow up after the check-up offer if no response.

Want to make sure you're not overpaying for your insurance?

to: client@email.com

Re-Engagement

Re-Engagement 01: Past Prospect Check-In

Reconnect with dormant leads and offer tune-up options.

Insurance tune-up time - are you paying too much?

to: client@email.com

Re-Engagement

Re-Engagement 02: Tune-Up Follow-Up

Second re-engagement nudge if no response.

Get an unbeatable insurance quote, {{first_name}}

to: client@email.com

Reactivation

Reactivation 01: Canceled Customer Win-Back

Win back canceled/lapsed customers with savings + risk framing.

Protect your business & wallet with a 15-minute call

to: client@email.com

Reactivation

Reactivation 02: Protection Reminder

Second reactivation email reinforcing protection + a quick call CTA.

Welcome! Here's What to Expect 🎓

to: client@email.com

Welcome Sequence

Welcome Sequence Email

Engaging welcome email for new subscribers

{{lead_magnet_title}} (Your Download)

to: client@email.com

Lead Magnet Delivery

Lead Magnet Delivery

Immediately deliver a free guide, checklist, or video after opt-in and set expectations.

Did you check out {{lead_magnet_title}} yet?

to: client@email.com

New Subscriber Nurture

Welcome + Origin Story

Welcome new subscribers, re-link the freebie, and build connection with your origin story.

Our most helpful resources for you

to: client@email.com

New Subscriber Nurture

Greatest Hits Content Recap

Share your most valuable content to deepen trust and authority.

How does {{product_name}} work?

to: client@email.com

New Subscriber Nurture

Product Walkthrough

Introduce your paid course with a low-pressure walkthrough or demo.

{{first_name}}, what do you need help with right now?

to: client@email.com

New Subscriber Nurture

What Do You Need Help With?

Collect direct feedback from subscribers to guide future content and offers.

{{first_name}}, any questions I can help with?

to: client@email.com

New Subscriber Nurture

Open Questions Check-In

Invite subscribers to ask questions and reduce buying friction.

It’s here: {{product_name}} Flash Sale Starts Now

to: client@email.com

Flash Sale

Flash Sale Kickoff

Announce a limited-time flash sale with value stacking, pricing, and a clear CTA.

24 Hours Left to Save on {{product_name}}

to: client@email.com

Flash Sale

Flash Sale Closing Soon Reminder

Remind subscribers the sale ends tomorrow and reinforce value + social proof.

Last Chance: Flash Sale Ends at Midnight

to: client@email.com

Flash Sale

Flash Sale Final Hours

Create maximum urgency on the final day with price contrast and guarantee.

Can I ask why you didn’t grab {{product_name}}?

to: client@email.com

Flash Sale

Post-Sale Follow-Up Feedback Request

Collect replies from non-buyers to learn objections and improve future promos.

Course Completion → Testimonial Request

to: client@email.com

transactional

Course Completion → Testimonial Request

Personal, non-extractive testimonial request sent after course completion. Uses reply-based format to collect authentic feedback and testimonials while reducing pressure and defensiveness.

New Podcast Episode Announcement

to: client@email.com

newsletter

New Podcast Episode Announcement

Content-first nurture email that notifies your email list when a new podcast episode is released. Highlights compelling ideas, explains why the episode is worth their time, uses curiosity and relevance instead of hype, and drives traffic to the podcast without overwhelming the reader.

Flash Sale - Announcement (Day 1)

to: client@email.com

newsletter

Flash Sale - Announcement (Day 1)

Announce a short-term flash sale and anchor value before discount. First email in 3-4 day flash sale campaign. Sent morning of Day 1.

Flash Sale - Reminder (2 Days Before End)

to: client@email.com

promotional

Flash Sale - Reminder (2 Days Before End)

Reminder email with social proof sent 2 days before sale ends. Second email in flash sale campaign.

Flash Sale - Final Day (Last Chance)

to: client@email.com

promotional

Flash Sale - Final Day (Last Chance)

Final day urgency email with last chance messaging. Third email in flash sale campaign. Sent on final day of sale.

Flash Sale - Post-Sale Feedback

to: client@email.com

promotional

Flash Sale - Post-Sale Feedback

Feedback and objection discovery email sent 2-3 days after sale ends. Genuinely asks what stopped them from purchasing. Final email in flash sale campaign.

Course Creator Welcome System - Email 1 (Auto: Instant)

to: client@email.com

transactional

Course Creator Welcome System - Email 1 (Auto: Instant)

Automated lead magnet delivery that triggers instantly on opt-in. Begins the nurture sequence that builds relationship before selling.

Cart Open Announcement

to: client@email.com

transactional

Cart Open Announcement

Launch email announcing course enrollment is open.

Cart Abandonment Recovery

to: client@email.com

transactional

Cart Abandonment Recovery

Recover abandoned checkouts with objection handling.

Student Welcome

to: client@email.com

welcome

Student Welcome

Welcome new students with clear first steps.

Flash Sale Kickoff

to: client@email.com

promotional

Flash Sale Kickoff

Announce a limited-time flash sale with value stacking, pricing, and a clear CTA.

Flash Sale Closing Soon Reminder

to: client@email.com

promotional

Flash Sale Closing Soon Reminder

Remind subscribers the sale ends tomorrow and reinforce value + social proof.

Flash Sale Final Hours

to: client@email.com

promotional

Flash Sale Final Hours

Create maximum urgency on the final day with price contrast and guarantee.

Post-Sale Follow-Up Feedback Request

to: client@email.com

promotional

Post-Sale Follow-Up Feedback Request

Collect replies from non-buyers to learn objections and improve future promos.

Professional Email Templates for Business

Our collection of professional email templates helps you communicate more effectively with clients, prospects, and partners. Each template is crafted for specific industries and situations, ensuring your message resonates with your audience.

All templates include customizable variables that you can fill in with your specific information. Simply copy the template, replace the variables (marked with {{variable_name}}), and send. It's that easy.

With a Pro account, the app automatically fills in those details and tailors each email to your business, so you can go from template to send-ready in seconds.

Whether you're a lawyer following up with a new client, a real estate agent scheduling a showing, or a contractor sending an estimate, we have templates that match your needs. Each template follows industry best practices and includes tips for maximum effectiveness.

Need something more custom? Try our AI email generator to create completely personalized emails based on your specific situation.

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More Industry Hubs

Explore template collections tailored to broader business categories.

💻

SaaS

Browse professionally-designed email templates for SaaS businesses. Welcome emails, newsletters, promotions, trial reminders, and more. Free & premium options available.

🛒

E-commerce

Professional email templates for online stores. Abandoned cart recovery, order confirmations, product launches, seasonal promotions, and customer reviews. Boost sales with proven designs.

🏥

Healthcare

Professional healthcare email templates for medical practices, clinics, and health services. Appointment reminders, patient education, wellness tips, and health newsletters.

🤝

Nonprofit

Nonprofit organization email templates for fundraising campaigns, donor thank-yous, volunteer recruitment, event invitations, and impact reports. Build stronger donor relationships.

💰

Finance

Email templates for financial services, banks, investment firms, and fintech. Account notifications, market updates, financial education, and client communications.

🍽️

Restaurant

Email templates for restaurants, cafes, and food businesses. Menu updates, special events, reservation confirmations, loyalty programs, and seasonal promotions.

🎓

Education

Email templates for schools, universities, online courses, and educational programs. Student engagement, parent communications, course announcements, and alumni relations.

💼

Professional Services

Email templates for consultants, agencies, law firms, and B2B services. Client onboarding, project updates, proposals, invoices, and thought leadership content.

🏢

Other Industries

Professional email templates for various industries and business types. Customizable designs for any business need. Free and premium templates available.